South West Finance Skills Development Programme

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1 South West Finance Skills Development Programme -17 The programme also includes confirmed dates for: HFMA South West branch events South West Director of Finance meetings South West Deputy Director of Finance meetings Event Bookings To book a place on any SW FSD event please register on the HFMA FSD platform: Contact: For any queries regarding South West events please get in touch with: James Blackwell Head of Skills Development, hfma Mobile: James.blackwell@hfma.org.uk Georgie Callaghan South West Skills Development Manager, hfma Phone: georgina.callaghan@hfma.org.uk Leanne Lovelock South West Skills Development Co-ordinator, hfma Phone: Leanne.lovelock@hfma.org.uk

2 Date Event Description Target Duration Location No of credits per delegate 5 th October Research and Development Funding 6 th October Finance for non-finance: 6 th October 12 th October All finance staff 1 hour Online 0 managers, GPs, CCG lead etc Finance Meeting Regional update & networking meeting All SW Directors of Finance/Chief Introduction to NHS finance Delegates will gain an understanding of NHS finance terminology, how the NHS is financed, key issues and how funds flow through the NHS, PbR and much more! All finance staff new to the NHS 1 day Dorchester 1 1 day Bristol 1 19 th October Translating Technical Know How Into effective Business Partnering This workshop will be mapped onto the key close partnering skills identified in the research to meet the growing demands on Finance professionals to add value, drive efficiency and become the catalyst for change. Band 4 and 1 day Taunton 1 20 th October Deputy Finance Meeting Regional update & networking meeting Finance/Heads of Finance 17 th November Master Class The importance of Communication when Managing Change This one day workshop will look at change in the wider context and how maintaining effective forms of communication can enable change to be more accepted. Band 6 and 1 day Bristol 5 23 rd November Director of Finance Meeting Regional update & networking meeting All SW DOFs/Chief

3 29 th & 30 th November Introduction and Module 1 The Developing Talent programme is essential for senior finance professionals in the NHS SW who have the potential and drive to reach FD level within the next 3-5 years and who want to develop their personal, management and leadership skills and prepare to embrace the challenges of the new NHS. The programme will provide you with the opportunity to update your skills and develop your performance in the context of your own organisation and the wider NHS. The Developing Talent programme is structured around a series of. The programme also includes the opportunity for one to one coaching for all participants. Module 1 will introduce the programme, set up personal objectives for each individual and then go on to cover Self-Awareness. Bands 8 and 2 days Exeter 18 credits for all. Please note that only one place per organisation will be offered on a first come first served basis. 13 th December Finance & Skills: Business Case Development Have you ever heard the words you ll need to make the business case for it before we can consider it? Are you confident you know exactly what a business case is, what it consists of and how to go about creating one? This engaging and practical one-day workshop is a must for finance professionals who would like to build, write and present their business case effectively and with confidence. Band 6 and 1 day Taunton 3 December All finance staff 1 hour Online 0 12 th January NHS VAT Training Day This training day will cover VAT recovery on contractedout services and capital, and VAT liability on income. Bands 2 and 1 day Taunton 1 18 th January 19 th January Module 2 CPD Technical: NHS Costing Regional Networking & Training Event Communication This event is run by the Healthcare Costing for Value Institute and is aimed at hands-on operational costing practitioners and those new to the role. The programme may also be of interest to those in financial accounting and management with a role or interest in costing. Sessions include: The changing role of costing in the NHS National cost collections Both costing professionals and those not in a costing role but with an interest in the costing agenda. 1 day Bristol 18 for all 1 day South 1

4 HFMA clinical costing standards and guidance papers /17 Preparing for the Costing Transformation Programme Maximising the value of PLICS - how to use the information and engage your clinicians Group Discussions good practice, challenges and plans for tomorrow Note: Healthcare Costing for Value Institute member organisations receive one free place. (Additional member places cost 99+vat per place). If your organisation is not a member of the Institute but is part of South West FSD, you may use your FSD credits to attend. 19 th January January Finance Meeting Regional update & networking meeting All SW Directors of Finance/Chief All finance staff 1 hour Online 0 26 th January 27 th January Deputy Director of Finance Meeting Finance for non-finance: Regional update & networking meeting Finance/ Heads of Finance managers, GPs, CCG lead etc 1 day Exeter 1 7 th & 8 th February Finance and Skills: Mini Developing Talent The programme takes extracts from the leadership Developing Talent Programme and will offer you the opportunity and techniques to focus on personal and staff motivation under pressure. You will learn how to build on strengths and talents to build self-esteem and confidence in yourself and your colleagues (both within and without your team), raise your self-awareness and understand the impact you have on others. Bands days Bristol 5 15 th February Module 3 Influencing & Negotiating 1 day Exeter 18 for all

5 22 nd February Accounts Planning planning for year end Technical update Commercial assurance Tax update PAYE hot topics Reference costing Bands 6 and ½ day Taunton 1 March All 1 hour Online N/A 8 th March 15 th March 16 th March 22 nd March Finance Meeting Regional update & networking meeting All SW Directors of Finance/Chief Finance for non-finance: Module 4 Deputy Finance Meeting Developing Others Regional update & networking meeting managers, GP s, CCG leads etc Finance/Heads of Finance 1 day Taunton 1 1 day Bristol 18 for all 11 th May Developing Talent Conference Joint with SW and SC Branch This event is aimed at all finance staff within the South West & South Central regions who are currently studying, have recently qualified or are about to embark on an accountancy qualification (AAT/NVQ or CCAB/CIMA). The day will provide a mix of plenary and workshop sessions. There will also be plenty of opportunity to network with other finance students and newly qualified colleagues from across the regions Aimed at Bands day Bristol 1 18 th May Developing Talent Module 5 Leading Change Through People 1 day Exeter 18 for all

6 19 th May Finance for non-finance: 23 rd May Master Class Evidence based persuasion and how to maximise your impact managers, GP s, CCG leads etc 1 day Plymouth 1 1 day Exeter 5 7 th June Module 6 Strategic Thinking 14 th June Finance Meeting Regional update & networking meeting All SW Directors/ Chief Finance Officers 20 th June CPD/ Technical: Finance Technical Training at the Coal Face This event will provide technical training and support for those working in the bedrock of every finance team. Topics to include: Understanding balance sheets P&L accounts Control accounts The day will also cover an overview of what different NHS organisations do and their roles in the finance function. 1 day Bristol 18 for all Bands day Exeter 1 June All 1 hour Online N/A 27 th June Deputy Finance & FSD Leads Meeting 27 th June Master Class: Project Management Regional update & networking meeting. To Include all FSD Leads This half day event aims to improve delegates skills and knowledge in Project Management and will cover the following: the theory e.g. Prince 2 measuring outcomes the place for people Finance/Heads of Finance /FSD Leads FSD Leads and Finance Professionals 1/2 day Taunton 3 (Free for FSD Leads)

7 July All finance staff 1 hour Online 0 12 th July Module 7 Bringing It All Together 1 day Exeter 18 all 28 th & 29 th September South West Branch Annual Conference The conference will focus on how finance professionals really understand clinical services so that we can all continue to reduce costs without compromising quality. There will be prominent national speakers and lead clinicians sharing with us their views on the challenges we are facing. As well as being an excellent professional development event, the South West Branch Conference provides a valuable opportunity to network. This event is aimed at finance, commissioning and planning directors and their staff working across all sectors of the NHS. 2 days Bristol HFMA member/non -member rates

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