Arbor Finance year-end workshop for Bronze contracts - digital

About this course

The course will form two parts: 

Morning will include:  

• overview of the year-end processes on Arbor Finance including housekeeping 
• review of the Financial Services year-end checklist to be completed ahead of this session  
• latest updates from HCC  Delegates need to have completed the school’s financial accounts to 31st March 2026, including the bank reconciliation and comprehensive system reconciliation  

Delegates need to have prepared a completed list of accruals and committed balances before attending the session  Delegates need to have submitted the final capital return (not applicable to VA schools) before attending the session   

Afternoon:  Financial Services staff will be on hand throughout the afternoon to support delegates through the process of completing the year-end and to answer any queries relating to the year-end process

Learning Outcomes

At the end of the course delegates will be able to:  

• prepare the school’s financial data/finance system for year-end 
• submit the year-end accounts to HCC

Additional Information

Please DO NOT submit the period 12 VAT claim ahead of attending this workshop  

Delegates should bring: 

• completed accounts to 31st March 2026 
• bank statement showing the bank balance as of 31st March 2026 
• completed period 12 comprehensive system reconciliation Copy of complete set of year-end accruals for entry to Arbor Finance
• Copy of submitted final capital return (not applicable to VA schools)