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Courses/Seminars

Conferences

Solutions and Services support a number of educational conferences throughout the year where we always enjoy catching up with our clients.

 

 

Our annual Roadshow differs this year in that we have a sole focus on school finances and professional development topics for schools, and Xero/Monty training sessions.

We hope to see you there for this important information and professional development.

The sessions may also be suitable for Principals and Board members – please email Sandy if you have any queries about who should attend.  sandydunn@solutionsandservices.co.nz

 

Date Town Venue
Mon 09 September Blenheim Scenic Hotel Marlborough, 65 Alfred Street, Blenheim
Tues 10 September Nelson The Hotel Nelson, 40 Waimea Road, Nelson
Thu 19 September Invercargill Elmwood Gardens, 309 Dee Street, Invercargill
Fri 20 September Dunedin Heritage Dunedin Leisure Lodge, 30 Duke St, Dunedin
Wed 23 October Christchurch The Atrium, Hagley Park, Christchurch
Thu 24 October Cromwell The Moorings, Perriam Place, Cromwell
Wed 30 October Hokitika The Beachfront Hotel, 111 Revell Street, Hokitika
Fri 1 November Westport Pulse Energy Centre, Westport
Thu 7 November Oamaru Brydone Hotel, 115 Thames Street, Oamaru
Fri 8 November Ashburton Ashburton Motor Lodge, Ashburton
Mon 11 November Christchurch The Atrium, Hagley Park, Christchurch (Primary focus)

 

The professional development day with a focus on school finances starts at 9.30am.

A morning tea break is scheduled for 10.40am.  At 12.30pm a light finger food lunch is provided with an opportunity for you to meet other finance staff.

 

The seminar workshops start at 9.30am and finish by 3.30pm.

Tip sheets and notes will be provided and a lot of important detail will be covered during the day.   The fee for the full day is $170 + GST and includes lunch.  If two attendees from the same school register the fee is reduced to $150 + GST each.

If there are staff that wish to come for the morning or afternoon only the half day fee is $85 per person and includes the lunch catering.

 

Sessions will be delivered by Sandy Dunn and other members of our team depending on the venue location.  We have needed to schedule two sessions in Christchurch due to the response and numbers registering. Wed 23rd October will have more of a secondary school focus, and Mon 11th November more related to primary/intermediate schools.

 

Current and important topics to be covered include:

Morning sessions    

  • Update re MOE KiwiPark and latest relevant accounting standards
  • Update on fraud and best practice information
  • S&S advice re systems and controls
  • Payments by parents and caregivers of students in schools
  • Considering the MOE grant in lieu of asking for parent donations
  • Finance leases – what to consider, budgeting and reporting
  • Overseas trips – reporting requirements and annual accounts
  • Current school finance issues

 

Afternoon session

  • Xero / Monty training – options for saving time, tips and tricks
  • SMS student finance batch management
  • Budget tips with Monty
  • Using other Xero add-ons, including HubDoc and ApprovalMax
  • Considering a more paperless environment for finances

 

Oamaru – Thursday 7th November

https://www.eventbrite.co.nz/e/solutions-and-services-school-finances-seminar-oamaru-registration-70211001997

 

Ashburton – Friday 8th November

https://www.eventbrite.co.nz/e/solutions-and-services-school-finances-seminar-ashburton-registration-70211780325

 

Christchurch – Monday 11th  November

 

https://www.eventbrite.co.nz/e/solutions-and-services-school-finances-seminar-2-christchurch-registration-74058070683

 

 

 

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