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Upcoming Events

Upcoming Events

Upcoming Events & Workshops

Our events and workshops are hosted by our Finance Experts. From budget planning to year end, refine your knowledge and find out more about how we can support your school, academy or multi-academy trust. 

See our full list of events


Budget Setting Workshop - Schools & Academies | Microsoft Teams
4 March - 1 - 2 pm
Setting an effective budget is at the heart of financial planning and organisational structure. In this workshop, we’ll be looking at school and academy budgets and preparing you to set a budget.

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IRIS/ PS Financials: Purchase Ledger – Accounts Payable (SAAFW105) | Microsoft Teams
Dates available in April, June, September and November
Duration: 1 hour 


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IRIS/ PS Financials: Introduction to PS Purchasing (SAAFW101) | Microsoft Teams
Dates available in April, June, September and November
Duration: 1 hour 

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IRIS/ PS Financials: Sales Ledger - Accounts Receivable (SAAFW107) | Microsoft Teams
Dates available in April, June, September and November
Duration: 1 hour 

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IRIS/ PS Financials: Payment Processing (SAAFW104)| Microsoft Teams
Dates available in April, June, September and November
Duration: 1 hour 

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IRIS/ PS Financials: Bank Reconciliation (SAAFW103)| Microsoft Teams
Dates available in April, June, September and November
Duration: 1 hour 

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IRIS/ PS Financials: Processing VAT (SAAFW106)| Microsoft Teams
Dates available in April, June, September and November
Duration: 1 hour 

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IRIS/ PS Financials: Importing Transactions (SAAFW102)| Microsoft Teams
Dates available in April, June, September and November
Duration: 1 hour 

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An Introduction to Finance & Accounting (SAAF114)| Microsoft Teams
Dates available: 10 May; 28 June; 20 September; 22 November 
Duration: Full-day training session (6-hours)

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IRIS/ PS Financials - Day-to-day Operations (SAAF109) | Microsoft Teams
Dates available: 11 May; 29 June; 21 September; 23 November 
Duration: Full-day training session (6-hours)

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IRIS/ PS Financials - Administration & Controls (SAAF111) | Microsoft Teams
Dates available: 12 May; 30 June; 22 September; 24 November 
Duration: Full-day training session (6-hours)

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IRIS/ PS Financials - Systems Administration (SAAF112)| Microsoft Teams
Dates available: 13 May; 1 July; 23 September; 25 November 
Duration: Full-day training session (6-hours)

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IRIS/ PS Financials - Analysis & Reporting (SAAF108)| Microsoft Teams
Dates available: 14 May; 2 July; 24 September; 26 November 
Duration: Full-day training session (6-hours)

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IRIS/ PS Financials - Preparation for Year End (SAAF113)| Microsoft Teams
Dates available: 5 July; 27 September; 29 November 
Duration: Full-day training session (6-hours)

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What our clients say
Their flexibility is excellent, when I require additional visits there is always capacity to arrange them at short notice, which was extremely helpful with the added pressures of setting up the Trust.
Claire McAlonan, CFO | Raleigh Learning Trust
Their level of knowledge and expertise is what we needed, and they were also familiar with PS Financials, the finance software we purchased.
Jeannie Haigh, CFO | Willows Academy Trust