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RoadShow Dates and Venues September to November 2023


The team at Solutions & Services are pleased to offer our Roadshows for 2023. 

We hope that all client schools will have someone attend and really look forward to meeting with you again.  Our aim is always to provide important professional development for Business Managers, Finance Administrators, Principals and interested Board members.  

All our schools use Xero, and the majority now use the appstack components, including Monty. The format of the 2023 Roadshow has been redesigned, but will continue to offer the workshop style sessions for part of the day. These were popular last year and feedback from our 2022 sessions was very positive. We have added current topics, have new staff and will try to inject some fun in an effort to make school finances fun!  The opportunity for school users to get together and share common challenges should never be under estimated either.  

This year attendees will be together with our team first, then move into two groups for the morning, returning together for lunch and shared sessions in the afternoon.   We encourage Principals and interested Board members to attend also.  If you wish to bring a laptop, or share, that would be great.  These will be helpful for the practical sessions.

More of our team will be involved to share presentations, enable group sessions and assist with more hands-on professional development.  We have added another session in Gore due to the increase in numbers of client schools in Otago and Southland.  Venue and catering costs continue to increase and we travel with a big team, but have offered an ‘early bird’ discount to encourage schools to register soon.  Some venues have limited numbers.   

We think it is very important that finance staff are able to attend and we welcome Principals and Board members.  Please find the Roadshow venue and date that suits best.  

The programme will be the same in each centre, except in Westport and Hokitika where we will adapt slightly depending on numbers and dates are yet to be confirmed, and in Auckland, Hamilton, Wellington and Palmerston North where we will tailor to those attending. Dates still to be confirmed for Wellington and Palmerston North. Most topics will be covered though.

We will hydrate you, provide brain snacks and stretches, and aim to keep you motivated!  

Tip sheets and notes will be provided and emailed to attendees after the session.

A light lunch will be served and provide a chance to chat together. 

The Programme


8.45-9.00am   Time to mix & mingle

9.00-9.45am   Introduction & Xero/Monty/ApprovalMax updates

9.45-10.00am  Morning tea and relocate to break out groups

– “Flying Higher” and “Coming to Grips With School Finances”

10.00-12.00pm  Current school finance considerations and issues including budgets

These sessions vary as we aim to meet the needs of those relatively new to school finances or wanting more explanation (Coming to Grips) and those who have a higher level of knowledge & experience (Flying Higher)

12.00 -12.30pm  Lunch provided

Afternoon sessions – combined group and with various S&S presenters

12.30-1.30pm  Dilemmas and common conundrums for schools

1.30-2.20pm    Assets update & tips – managing the fixed asset register, stocktakes etc.

2.20-2.30pm    Stretch & quiz “Lost in translation”

2.30-3.00pm    Finance considerations re PTA / FOS / H&S groups, including fundraising

3.00-3.10pm    Publishing reports on line and audit responses

3.10-3.20pm    Property update

3.20-3.30pm   Questions

3.30pm Finish   .    


The fee for the full day is $240 + GST and includes lunch. If two attendees from the same school register the fee is $220 + GST each.

A $25 per person Early Bird discount applies for registrations received by 05 Sept.

Please register via this page and we will invoice your school for the attendees.  (For any dietary requirements please email us at )

Presenters will include Sandy Dunn, Shelley Young, Fiona Hollingworth, Karen Gray, Nicola Price, Jill King, Victoria Littler, Joh Andrews, Brian Tong and other members of the S&S team depending on the venue location.  

We do encourage you to register early as some venues have limits on numbers in the conference rooms that we have booked.

If you have any questions please email Sandy Dunn.    



September 2023

19 Tuesday   Ashburton  Hotel Ashburton   Completed

20 Wednesday   Dunedin   Heritage Dunedin Leisure Lodge.  Completed

21 Thursday   Invercargill   Ascot Park Hotel  Completed


October 2023

11 Wednesday   Christchurch   The Atrium in the Park (Secondary / Area)    Completed

12 Thursday   Christchurch   The Atrium in the Park (Primary / Intermediate)  Completed

19 Thursday   Gore    Croydon Lodge Hotel  Completed

25 Wednesday   Cromwell    Harvest Hotel  Completed

27 Friday   Oamaru    The Business Hive  Completed


November 2023

01 Wednesday   Blenheim    Scenic Hotel Marlborough  Completed

02 Thursday          Nelson  The Hotel Nelson  Completed

07 Tuesday     North Shore Auckland   BNZ Partners Centre  Completed

08 Wednesday   Highbrook Auckland   BNZ Partners  Completed

09 Thursday   Hamilton  Zenders Cafe and Venue  Completed

13 Monday   Westport  EPIC Westport  Completed

14 Tuesday   Hokitika  Beachfront Hotel  Completed

* 22 Wednesday   Palmerston North  BNZ Centre  Registrations Open

* 23 Thursday   Wellington  La Bella Italia  Registrations Open



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Contact us to discuss your needs and we’ll find a solution that is tailored to you. (03) 331 6210