training and development directory 2014 Courses, conferences and qualifications for the public sector

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1 training and development directory 2014 Courses, conferences and qualifications for the public sector

2 a message from the CIPFA chief executive CIPFA has a long history of delivering outstanding training to finance professionals and public service leaders in the UK and across the world. Based on over 125 years of experience in public service, we have a proficiency in and understanding of public finance, accountability and governance that is second to none. Finance professionals trained by CIPFA work at the heart of key institutions around the world, equipped with the authority, capability and skills necessary to succeed. We also support those working in the public sector, from technical training for auditors, strategic updates for senior staff, through to insight into the latest developments in governance or public financial management and other key and emerging issues. There are a wide range of opportunities to improve you or your team s skills through the courses and training programmes we offer. And there are a number of avenues to gain the distinguished CIPFA Professional Qualification and become a CIPFA chartered public finance accountant (CPFA). This directory provides you, the practitioner, with the information needed to ensure that your skills, training and qualifications are the best they could be. I hope that you will have the opportunity to use this essential document in the near future as you continue to serve the organisation you work with. Rob Whiteman Chief Executive, CIPFA

3 contents TRAINING COURSES... 4 AUDIT AND ASSURANCE...5 FINANCIAL MANAGEMENT...12 FINANCIAL REPORTING...20 GOVERNANCE AND RISK...31 Accredited training Certificate in Contract Management...40 Certificate in Corporate Governance...41 Certificate in Investigative Practice Certificate in Public Sector Procurement...43 Open Book Processes...44 IN-HOUSE TRAINING CONFERENCES QUALIFICATIONS CIPFA Professional Qualification Certificate in International Public Sector Accounting Standards OUR PRODUCTS AND SERVICES INDEX PEOPLE AND PROFESSIONAL DEVELOPMENT...46 Future Leaders Academy...54 Leadership Academy...54 PERFORMANCE IMPROVEMENT AND EFFICIENCY...55 Accredited training PRINCE2 e-learning...68 PROPERTY PUBLIC SECTOR REFORM...76 CIPFA Training and development directory

4 training courses Short courses and accredited training Annually, CIPFA holds over 500 courses, workshops and conferences aimed at finance and non-finance staff throughout the public sector. From half day courses through to accredited training programmes, there are many opportunities to improve skills and increase continuing professional development hours. These courses are listed under the key themes of audit and assurance, financial management, financial reporting, governance and risk, people and professional development, performance improvement and efficiency, property and public sector reform. All events listed here are one day unless otherwise stated. HOW TO BOOK 3 EASY STEPS 1 If you haven t already, register or log-in at 2 Search and view the course programmes at 3 Book your place

5 Audit and assurance ADVANCED AUDIT COMMITTEES...5 ASSESSING HOME CARE COSTS AND DEALING WITH CHANGE..6 ASSURANCE IN THE PUBLIC SECTOR...6 AUDITING PROCUREMENT TWO DAY....7 EFFECTIVE AUDIT COMMITTEES....8 IMPROVING THE STANDARD OF YOUR AUDIT COMMITTEE...8 INTRODUCTION TO INTERNAL AUDIT...9 LEAN AUDIT...9 MAXIMISING THE VALUE OF THE AUDIT COMMITTEE PROVIDING INTERNAL ASSURANCE IN ACADEMIES Advanced Audit Committees Want to make audit committees work better? If you are in the public sector or an elected member then this course is for you. Get a better understanding of your role in providing challenge and assurance in key and developing areas. It will equip you with some questions to ask and issues to look for and help you define what you really need to know. The day has been designed to include opportunities for discussion and sharing of practice. 26 June, London; 20 November, London The training met my objectives of understanding further, learning and refreshing on audit strategy, in particular, risk-based auditing, lean planning and management styles to strengthen the audit process. Gavin Inns, Executive, Technology Risk Services at Grant Thornton on Leading Internal Audit in Tough Times CIPFA Training and development directory

6 TRAINING COURSES: audit and assurance Assessing Care Home Costs and Dealing with Change These workshops will provide a timely update for all procurement, purchasing, commissioning and finance practitioners plus lawyers from public sector organisations. A series of practical workshops for commissioners and finance managers equipping them with the necessary skills ensuring that their financial model is both an efficient financial tool and also challenge proof. Get real-world tips and techniques to equip you with the necessary knowledge to deal with this complex and tricky area. Receive an explanation of the relevant case law and understand the financial models underpinning the policy. 6 November, London; 11 November, Leeds; 18 November, Birmingham Assurance in the Public Sector Heads of audit, audit managers and others involved in coordinating the assurance function in public sector bodies. Examine the realities of the way that assurances are gained in the public sector and the best practice ways of delivering a robust picture of assurances to the satisfaction of accounting officers, chief executives, audit committee chairs and heads of internal audit. You will: learn how the internal audit planning process can be focused to deal with assurance gaps discover how other assurance and compliance functions might further step up as key assurance providers find out how assurances from multiple sources may be routinely and consistently co-ordinated for review by management and audit committee. 7 May, London; 15 May, Manchester Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 6 CIPFA Training and development directory 2014

7 TRAINING COURSES: audit and assurance Auditing Procurement two day Auditors, heads of finance, project managers and those involved in the governance of the organisation s procurement activity. This practical course will help you understand procurement and contracting best practice to ensure that appropriate policies and procedures are in place to achieve value for money. You will be able to identify potential procurement and contracting problems you may need to flag up to your organisation. This event will explain the procurement process in terms of: its strategic fit within organisations the EU procurement regulatory environment achieving value for money organisational governance a suggested audit approach March, Belfast; 8 9 October, Belfast Price: VAT 14 hours CPD Trainer spotlight Diana Melville CIPFA Better Governance Forum Advisor The BGF provides training, resources and guidance to public sector practitioners working in the governance field covering internal audit, counter-fraud, risk management and audit committees. Diana organises governance workshops and speaks on these topics at workshops and conferences. She co-ordinates the Audit Committee Update briefing guide which is produced three times per year. Diana was part of the CIPFA working groups that developed the Good Governance Guidance Notes (2012 edition) and CIPFA Statement on the Role of the Head of Internal Audit. She chairs the Better Governance Forum Advisory Panel and Risk Advisory Group. BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

8 TRAINING COURSES: audit and assurance Effective Audit Committees Elected members, directors, internal and external auditors, risk and performance managers, those with responsibility for delivering corporate governance, and those in democratic services. The role of audit committees is central to effective governance and the objective is to raise the standard and efficacy of the audit committee s work through an improved understanding of the way that they work. This course will help deliver the objectives of your organisation through effective internal audit and risk management. You will ensure that your audit committee gains an overall view of the control environment, effectively reviews risk management and monitors the performance of the audit function. 3 June, Edinburgh Improving the Standard of Your Audit Committee Audit committee members or those supporting audit committees in the public sector. This event will cover key aspects of audit committees, with particular reference to overcoming barriers and avoiding pitfalls. Featured sessions will include the knowledge and skills framework for audit committee members, role of the committee and delegated powers and reviewing effectiveness. After attending this event you will be better equipped to: understand the key factors necessary for improving the audit committee analyse problem areas and find appropriate solutions share experiences of good practice. 22 January, London; 5 February, Chester; 12 June, Edinburgh; 9 July, York; 10 July, Birmingham; 4 December, London Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 8 CIPFA Training and development directory 2014

9 TRAINING COURSES: audit and assurance Introduction to Internal Audit Any staff that are new to internal audit or internal audit trainees planning to undertake a programme of professional study. This course will introduce you to the principles and methods of internal audit in public services. This course will help you to: understand the role and objectives of internal audit grasp the basic audit concepts of risk, control and materiality comprehend the purpose and process of audit planning understand the main approaches to performing audits. 28 May, Belfast; 2 June, London; 4 November, London; 26 November, Belfast Lean Audit Designed for heads of audit and audit managers who are proactively looking at what their function can achieve. This course focuses on the application of basic lean tools to enhance the effectiveness of internal auditing and transform the internal audit programme into a measurable continuous improvement initiative. You will get a foundation in some of the key principles and tools of lean. This will enable you to look afresh at internal audit processes and practices from a lean point of view, but it will also equip you to make a wider contribution to any organisation working to an efficiency agenda. 30 June, Cardiff; 28 November, Cardiff BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

10 TRAINING COURSES: audit and assurance Maximising the Value of the Audit Committee Audit committee members and staff members who work with audit committees. This course will outline the key roles and responsibilities of an audit committee and best practice for audit committee members. You will: learn how to agree terms of reference and the roles and responsibilities of audit committees understand how to improve audit committees learn about effectiveness and the latest in risk management discover how to build effective relationships with audit. 10 April, Belfast; 13 November, Belfast Providing Internal Assurance in Academies All officers who are currently undertaking the role of responsible officer or those whose school may become an academy. Get a detailed analysis of the roles of the responsible officer in academies and the requirements of this role in terms of maintaining independence, objectivity and due care. By the end of the course you will understand: the duties, roles and responsibilities of the responsible officer the nature of risk management within academies and the role of the responsible officer in this respect the testing of controls and drawing conclusions how to design samples in terms of size, characteristics and structure the fundamentals of good communication of results and conclusions. Price: VAT 3.5 hours CPD 12 June, London Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 10 CIPFA Training and development directory 2014

11 LOOKING AHEAD IN 2014 Collaborating and Commissioning Get the latest in collaborating with other police forces, local agencies or private sector organisations in order to deliver frontline services and meet budget requirements. You will gain a practical appreciation of the latest on collaboration in policing, and with public sector and private sector partners. June, Leeds, London and Bristol Police Audit Committees: One Year On After the establishment of Police Audit Committees, and following guidance published by CIPFA on audit committees for local authorities and police, this event will look at how they have developed and how they are working at the local level. We will also identify elements of good practice and top tips for Police Audit Committees. June, Leeds and London Developing an Effective Counter Fraud Strategy This event will focus on how public sector organisations need to review and evolve their counter fraud strategies to match their risk exposures, local priorities, capacity and national developments. After attending this event you will be better equipped to develop or review an effective counter fraud strategy. September, various locations Professional Standards Audit Series This event will review aspects of the professional standards for internal audit and consider their application in the current environment. They will highlight current challenges and draw on case studies of applying the standards in practice. After attending this event you will be better equipped to plan, manage and deliver internal audit in accordance with PSIAS. October, various locations BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

12 Financial management DEBT MANAGEMENT MASTERCLASS DEVELOPMENTS IN CHILDREN S SERVICES FINANCE...13 ESSENTIALS OF PENSIONS AND TREASURY MANAGEMENT..14 FINANCE FOR NON-FINANCIAL MANAGERS FINANCE FOR NON-FINANCIAL MANAGERS TWO DAY...15 INTRODUCTION TO THE LGPS...15 INTRODUCTION TO LOCAL GOVERNMENT FINANCE...16 MANAGING BUDGETS IN TIMES OF AUSTERITY...16 RESOURCE BUDGETING THROUGH ESTIMATES TO ACCOUNTS...17 SETTING YOUR INVESTMENT STRATEGY...17 TACKLING THE DEMAND FOR SOCIAL HOUSING MAKING THE MOST OF SELF-FINANCING...18 Debt Management Masterclass This event is targeted at all local authorities that manage debt portfolios, large or small. It will also benefit corporate and capital accountants as well as those seeking to brush up on best practice. With issues such as historic lending lows, the global economic downturn, central government s deficit recovery plans and liability benchmarks it is imperative that the debt side of the treasurer s portfolio is carefully and prudently managed. This event will allow participants to hear from key speakers on the pressing subjects of: internal versus external borrowing risk management borrowing from the PWLB (Public Works Loan Board) the merits and implications of alternative financing global economic outlook. 26 September, London; 3 October, Manchester Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 12 CIPFA Training and development directory 2014

13 TRAINING COURSES: financial management Developments in Children s Services Finance Local government practitioners involved in children s services finance. An update on various education and children s social care finance issues. The course, delivered by CIPFA s Children s Services Finance Network, will raise awareness of the current requirements and impact of government announcements on children s services finance and operations. 20 March, London I gained new knowledge of procedures and ways of working across the UK in other boroughs and improved my understanding of joint agency commissioning. Neil O Flynn, Senior Finance Officer, Islington Borough Council on A-Z of Children s Services Trainer spotlight David Ellis CIPFA Finance Advisory Network Advisor David joined CIPFA in July 2012 as an Advisor with the Finance Advisory Network (FAN) after a 30 year career in local government. David possesses an extensive knowledge and practical understanding of local authority Statements of Accounts and the IFRS-based Code of Practice, and uses that knowledge and experience to provide support and advice to practitioners across the Public Sector in his role as FAN Advisor. David qualified with CIPFA back in 1989 and is a committed life-long learner, with a passion for understanding the evolving technical aspects of local authority accounting. BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

14 TRAINING COURSES: financial management Essentials of Pensions and Treasury Management Senior finance officers and elected members across local government. This event will provide decision makers with the essential tools for delivering effective scrutiny and governance of the multi-billion pound public sector treasury and pensions assets. You will be given a practical insight into key issues such as: the key factors for 2013 /14 and how these will shape treasury and pension strategies the issues that must be challenged when setting the 2013 / 14 Treasury Management Strategy 2013 LGPS triennial valuation and what it really means for pension funds the impact of CSR2013 and auto enrolment. 3 December, London Finance for Non-Financial Managers For those not financially qualified but have responsibilities for a budget or who wish to gain a greater understanding of financial management in the public sector. Gain a practical understanding of financial terminology, the source of funding for public services, and a background in budgeting to enable you to take an active role in financial management. You will get an excellent overall understanding of the public sector, a practical understanding of budgetary control and a lesson on how to read a budget monitoring report. You will receive case studies for practical application and understanding. 5 February, Cardiff; 14 May, Leeds; 21 May, London; 11 June, Swansea; 17 July, Edinburgh; 21 October, Cardiff Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 14 CIPFA Training and development directory 2014

15 TRAINING COURSES: financial management Finance for Non-Financial Managers two day Public sector staff at all levels within Northern Ireland who are not financially qualified but who have responsibility for a budget or who wish to gain a greater understanding of public sector financial management. The course covers the background to public sector funding and a practical consideration of public sector case studies to enable delegates to take an active role in financial management in their organisation. You will get a clearer understanding of terminology and the public sector way of working, a better understanding of budgeting and the latest information on management accounts May, Belfast; November, Belfast Price: VAT 14 hours CPD Introduction to the LGPS Officers, councillors or other representatives and stakeholders who wish to gain a broad understanding of the workings of the LGPS in particular, new or inexperienced individuals such as newly appointed officers or new members of pensions committees. Based on CIPFA s Knowledge and Skills Framework, the event will provide insight into the wide range of different professional disciplines which impact on the LGPS such as actuaries, accountants, auditors, custodians and investment advisors. The workshop will address the background, regulations and governance of the LGPS plus key themes of managing scheme liabilities, audit and accounting requirements and developing investment strategies. 11 July, London BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

16 TRAINING COURSES: financial management Introduction to Local Government Finance Anyone in finance in local government new to finance as a whole or those with finance experience from outside the sector with the content tailored to England or Scotland. Get a solid understanding of the often complicated structure and functions of local government finance systems, including an explanation of the technical jargon and acronyms which are so common in the sector. By attending this course you will understand: local government funding the statutory requirements for preparation of local government accounts the basic principles and rules governing audit and scrutiny an awareness of budgeting and estimates processes the basic principles of governance in local government and also treasury management. 13 May, Leeds; 20 May, London; 30 July, Glasgow Managing Budgets in Times of Austerity Senior managers and budget holders of any public sector or third sector organisation who are faced with the need to reduce expenditure and/or to control their budgets better. A range of techniques and activities will be addressed that can assist an organisation in the management of its budgets, particularly in times of expenditure reductions. By attending this course you will: become aware of alternative techniques for forecasting income understand the ways in which a third party can make a profit and still make savings for its client gain insight into how the benefits of how a public service can be monetised, whether for use in a budget prioritisation exercise or as part of a calculation of social return on investment. 13 February, London Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 16 CIPFA Training and development directory 2014

17 TRAINING COURSES: financial management Resource Budgeting through Estimates to Accounts Anyone involved in central government finance wishing to update their technical knowledge and enable them to get up to speed with current policy and practice. An in-depth course that will give you an understanding of how the resource-budgeting cycle in central government operates, and how it links to estimates and annual accounts. You will get an insight into main estimates and spring supplementary estimates, including how they connect to budget and resource accounts. You will learn the key principles and timelines of the budgeting framework and the link between budgets, the programme for Government and the estimates process. 25 March, Belfast; 21 October, Belfast Setting your Investment Strategy Treasury practitioners and all those involved in managing and monitoring the financial risks within an organisation. The pressure on treasury managers has not subsided despite the appearance of green shoots in the wider economy. This event allows you to look ahead, gain clarity and formulate direction as you set next year s treasury strategy. Also a first port of call for the information you need to provide to elected members who scrutinise strategy. Speakers discuss market trends, the 2013 Risk Study results, CIPFA s derivative guidance, corporate bonds practicalities for local authority investors, and a view from a local government practitioner on alternative approaches to investment strategy and risk management. 20 November, London; 26 November, Manchester BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

18 TRAINING COURSES: financial management Tackling the Demand for Social Housing Making the Most of Self-financing Finance directors, finance managers, HRA accountants, housing managers, asset managers and procurement managers who work for stock-retained authorities and ALMOs. Explore some of the ways in which the longer term business plan under self-financing can be best utilised to create opportunities to improve the supply of good quality social housing in your communities. After attending this event you will be able to identify opportunities arising out of the business plan and fully able to identify longer term risk and understand better how to fully exploit or sweat your assets. 7 April, Birmingham; 8 April, Durham; 9 April, Manchester; 11 April, London Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 18 CIPFA Training and development directory 2014

19 LOOKING AHEAD IN 2014 Assessing Care Home Costs and Challenges Get equipped with the necessary skills ensuring that your financial model is both an efficient financial tool and also challenge-proof. Get real-world tips and techniques to equip you with the necessary knowledge to deal with this complex and tricky area. Receive an explanation of the relevant case law and understand the financial models underpinning the policy. An invaluable event for procurement, purchasing, commissioning and finance practitioners. November, London, Leeds and Birmingham Investment Series The investment side of LGPS Funds has become hugely topical over recent months as funds start to review investment strategies in light of their 2013 Triennial Valuation results. The event will enable you to identify current investment themes and determine how funds can take advantage of new opportunities within their investment strategies. The 2013 Triennial Valuation results will also be considered and what the major risks are for funds over the next cycle. November, London and Manchester Investment Masterclass This event is aimed at treasury practitioners and all those involved in managing investments within your organisation. How best to balance the security, liquidity and yield equation? After attending this event you will have an understanding of economic essentials, public sector investment framework and managing an investment portfolio. July, London and Manchester Public Health and Social Care Resourcing This event will reflect any autumn 2014 public sector funding decisions announced by HM Treasury. It is crucial for practitioners to know the degree of support they will receive from central government to run health and social services and to plan their levels of public health and social care delivery accordingly. October, London and Manchester BOOK /events ENQUIRIES IN-HOUSE TRAINING AT YOUR LOCATION CIPFA Training and development directory

20 Financial reporting ACCOUNTING FOR ACADEMIES INTERMEDIATE AND ADVANCED...21 ADVANCED COMPONENT ACCOUNTING HALF DAY...21 BUDGETS AND BUDGETARY CONTROL...22 COLLECTION FUND ACCOUNTING CONDUCTING VERIFICATION VISITS The presenter was really friendly and welcoming, the material was really good, the presentation was as interesting as you could make it. I came away feeling it was money well spent. Michelle Clyde, Head of Finance and Resources, Yorkshire Dales National Park, on Introduction to Capital Accounting EFFECTIVE COST SERVICING...24 IFRS TECHNICAL UPDATE...24 INTRODUCTION TO CAPITAL ACCOUNTING...25 INTRODUCTION TO INTERNATIONAL FINANCIAL REPORTING STANDARDS (IFRS)...25 IPSAS E-LEARNING...26 LOCAL AUTHORITY CAPITAL ACCOUNTING...26 LOCAL AUTHORITY FINAL ACCOUNTS CLOSEDOWN PRACTICAL GUIDE TO OPEN BOOK ACCOUNTING WHOLE OF GOVERNMENT ACCOUNTS: PRACTICAL GUIDE TO SUBMITTING YOUR DATA ENGLISH LOCAL AUTHORITY TRAINING Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 20 CIPFA Training and development directory 2014

21 TRAINING COURSES: financial reporting Accounting for Academies Intermediate and Advanced Local authority accountants and/or academy finance officers who are involved in the preparation of academy annual accounts. Get an insight into the policies, approaches and practices needed to prepare an academy s annual accounts including an overview of the main financial statements and their disclosure requirements, an in-depth analysis of fund accounting, traded service income and expenditure and capital issues. You will be better equipped to understand the main financial statements and disclosure requirements and the key principles of fund accounting and capital accounting. 30 April, Leeds; 9 May, London; 15 May, Bristol; 22 May, London* * For an academy based audience only therefore will not cover any local authority accounting issues. Advanced Component Accounting Half Day Accountants and finance officers dealing directly with the local authority capital accounting and planning agenda, valuers involved in the asset valuation process, and asset managers and planners. This advanced course examines the replacement and enhancement of assets, the information needs of your valuer and the use of different bases for allocating asset balances to the component. You will gain a better understanding of when to componentise and how to frame your accounting policies on componentisation. 28 February, Leeds; 6 March, London Price: VAT 3.5 hours CPD I enjoyed the chance to stop and consider the technical issues with all the resources presented to us and with a knowledgable presenter and other practitioners. Alison Gebbett, Capital Accountant, London Borough of Tower Hamlets on Advanced Component Accounting BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

22 TRAINING COURSES: financial reporting Budgets and Budgetary Control Staff members working in finance departments and budget holders who have some financial responsibility but little, if any, formal financial training. All you need to know about budgeting, providing insight into the budget planning process and how a well-planned budget supports effective monitoring and control through practical, work-based training. You will gain: an understanding of budgeting terminology a starting point for incorporating budget responsibility into your role knowledge of how budgets are created and what they are used for an understanding of how budgets are profiled and compiled enhanced knowledge of budget building and analysis. Trainer spotlight Victoria Barnard CIPFA Finance Advisory Network Advisor Victoria is a Finance Advisor for CIPFA s Finance Advisory Network (FAN). She has a background in local government finance, specialising in capital accounting and budgeting, programme management, technical accounting, financial strategy and systems development. Victoria delivers FAN events and training throughout the year on a wide range of topics, and also contributes to a number of CIPFA s written publications. 6 May, Belfast Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 22 CIPFA Training and development directory 2014

23 TRAINING COURSES: financial reporting Collection Fund Accounting Local authority accountants who are involved in the in-year and final accounts closedown process for the collection fund. This event will cover the accounting and regulatory requirements for the collection fund including council tax and non-domestic rates from both collection fund and general fund aspects. After attending this event you will gain an understanding of the: regulatory requirements for maintaining a collection fund account accounting entries for council tax for both the collection fund and the general fund implications accounting entries for non-domestic rates for both the collection fund and the general fund implications. 7 October, Leeds; 8 October, Lancashire; 14 October, Birmingham; 15 October, London; 21 October, Southampton; 22 October, London Conducting Verification Visits Staff involved in conducting verification visits to organisations who receive grant funding. This course is aimed at grant-funders who conduct verification visits. It covers general good practice principles and techniques rather than the specific requirements of any particular funding regime. This practical course will help you become more efficient and effective in planning and completing visits. You will learn: the reasons behind and benefits of conducting verification visits how planning can be used to improve efficiency different types of evidence and their usefulness how to examine systems, expenditure, compliance and performance effective interviewing techniques how to interpret and report on evidence collected. 22 October, Belfast BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

24 TRAINING COURSES: financial reporting Effective Cost Servicing All managers who are looking to improve the budgetary performance of their organisation and to help understand what affects the cost of running a service. Good costing techniques are an invaluable tool to help the public sector make the best use of public resources. By the end of the course, you will have: an ability to explain the methods of classifying costs and identifying cost drivers an understanding of how costing information can be used in the budgeting process to help drive efficiencies in service management knowledge of how to distinguish between different bases of apportioning indirect costs to services the skills needed to be able to correctly attribute costs to different projects. 23 January, Belfast; 4 December, Belfast IFRS Technical Update All accountants and business managers within the public sector who wish to keep their technical accounting knowledge up to date. This course focuses on the main technical developments in the International Financial Reporting Standards (IFRS), including the latest changes to accounting standards. How will you benefit? You will: learn the key changes to standards that have occurred through the International Accounting Standards Board s standard-setting processes understand how these changes may impact on public sector accounts get an insight into the future of the UK Accounting Standards Board and financial reporting at HM Treasury. 13 May, Belfast; 18 November, Belfast 7 CPD hours Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 24 CIPFA Training and development directory 2014

25 TRAINING COURSES: financial reporting Introduction to Capital Accounting A must-attend course for anyone with an interest in accounting and controlling the capital resources deployed in public services. This course explores the key principles of capital accounting and the relevant accounting standards. Accounting for public sector assets is particularly important because of the implementation of International Financial Reporting Standards (IFRS). You will: learn how to account for the full range of capital transactions from the simple acquiring of equipment through to more complex areas such as leasing and service concession arrangements gain an insight into all aspects of ongoing capital accounting, including asset revaluations, disposals and impairments. 15 January, Leeds; 4 March, Belfast; 25 March, London; 3 April, Edinburgh; 30 April, Cardiff; 17 September, Cardiff; 7 October, Belfast Introduction to International Financial Reporting Standards (IFRS) Essential for finance professionals with responsibility for complying with IFRS or understanding IFRS-based financial statements. This course will help you understand the objectives of IFRS, the principles underlying the standards and how they apply to the UK public sector. You will develop understanding of the basis of IFRS, the main differences from existing (UK GAAP) standards, what IFRS statements contain, and the most significant changes in accounting treatment. 18 March, Leeds; 20 March, London; 30 April, Glasgow BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

26 TRAINING COURSES: financial reporting IPSAS e-learning Who should undertake the training? A wide audience of auditors and consultants dealing with financial reporting and accounting, finance staff at all levels who are involved in the preparation of financial statements and managers who have a responsibility for or a need to understand the financial statements. Over the past ten years, public sector organisations across the globe have been working toward adopting and implementing IFRS this online training helps you get there. By the end of this course, participants will be able to recognise the main areas of difference between International Financial Reporting Standards (IFRS) and International Public Sector Accounting Standards (IPSAS). Online from your desktop Local Authority Capital Accounting Local authority accountants looking to advance their understanding of the Code of Practice requirements for capital accounting. The technical demands of local authority capital accounting are sometimes intimidating. This event will explore in detail the key concepts in accounting for capital expenditure, financing and assets. By attending this event you will: be more confident in applying the Code of Practice to real-world capital accounting situations gain awareness of upcoming changes to capital accounting to enable you to prepare for their impacts get a greater understanding of the consequences of capital financing decisions to inform decision-making, deliver more accurate budgets and reduce costs. Price: 95 + VAT 1.5 hours CPD 2 September, London; 3 September, Birmingham; 9 September, Bristol; 10 September, Cardiff; 16 September, Chester; 17 September, Leeds; 23 September, London; 24 September, Manchester Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 26 CIPFA Training and development directory 2014

27 TRAINING COURSES: financial reporting Local Authority Final Accounts Closedown Local authority accountants who will be involved in the final accounts closedown process for and the preparation of financial statements. You will gain valuable insight into the changes in the Code of Practice for the Statement of Accounts, as well as an understanding of expected changes for future years. Topics to be covered will include the revised presentation and disclosures relating to post-employment benefits and the changes to accounting for business rates in England. This CIPFA Finance Advisory Network event runs in partnership with Grant Thornton, who will also review the audit issues arising from the accounts and explore wider aspects of the accounts closedown process through a mix of presentations and group exercises. gain awareness of the likely future changes to the Code of Practice and what actions need to be considered to best prepare for those changes have the opportunity to share and discuss the practical considerations in relation to the Statement of Accounts and examples of good practice. 3 February, Manchester; 4 February, Leeds; 5 February, Chester (English Authorities); 6 February, Birmingham; 11 February, London; 12 February, London; 13 February, Cambridge; 18 February, Exeter; 19 February, Southampton; 20 February, London; 25 February, Newcastle upon Tyne; 26 February, Leeds; 27 February, Bristol; 4 March, Leeds; 5 March, Cardiff (Welsh Authorities); 6 March, London; 11 March, Crawley; 12 March, London; 13 March, Birmingham; 14 March, London; 18 March, Birmingham; 19 March, Chester (Welsh Authorities); 20 March, Manchester After attending this event you will: gain an understanding of the key issues affecting the preparation of the Statement of Accounts and the audit issues from that will need to be considered for this year s closedown Price: VAT BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

28 TRAINING COURSES: financial reporting Practical Guide to Open Book Accounting This course is relevant to all professionals within organisations that are involved in the management, procurement, accounting and delivery of contracts from both a client and contractor perspective. This course will help you to appreciate how the open book accounting process works and how it can be applied under different contracts and projects. You will: learn how collaborative working using open book accounting can improve efficiency and reduce costs determine the accounting systems that contractors, sub-contractors and suppliers need to have in place to make open book accounting work. 8 May, London; 5 June, Manchester Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 28 CIPFA Training and development directory 2014

29 TRAINING COURSES: financial reporting Whole of Government Accounts: Practical Guide to Submitting Your Data English Local Authority Training Local authority accountants who will be involved in the preparation or submission of the Whole of Government Accounts (WGA) Data Collection Tool. WGA is the largest consolidation of public sector accounts in the world, and the local authority (LA) sector is an extremely important part of that process, representing around 45% of public sector property, plant and equipment assets, and 30% of public operating expenditure. CIPFA s Finance Advisory Network (FAN) works exclusively with HM Treasury to deliver this practical event to English LA practitioners, focussed around an interactive walk-through of the data collection tool. The programme offers separate sessions for those brand new to WGA, in addition to the regular half-day events for those more interested in knowing what has changed for this year. After attending this event you will: be aware of the key messages from the latest WGA data and the main issues arising from that exercise gain a better understanding of the reporting requirements for the WGA Data Collection Tool have the opportunity to ask questions and discuss practical issues directly with HM Treasury staff involved in the design of the DCT, as well as networking and sharing experiences with other WGA practitioners obtain practical suggestions and handy hints on the most effective way to complete the DCT. WGA Beginners Sessions (FULL DAY): 24 April, London; 1 May, Leeds WGA Update Sessions (HALF DAY): 23 April, Southampton; 25 April, London; 29 April, London; 30 April, Birmingham; 2 May, Manchester; 3 June, London; 4 June, London; 5 June, Midlands; 10 June, North East; 11 June, North West Price: Beginners VAT Update Sessions VAT reduced rates for CIPFA Students and FAN members not using subscriber places 3 hours CPD for half day 5.5 CPD hours for full day events BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

30 LOOKING AHEAD IN 2014 Audit and Accounting Update The revised LGPS Example Accounts publication issued by the CIPFA Pensions Panel forms the central focus of the workshop. The 2012 / 13 Pension Fund Accounts are also examined and receive updates on the latest accounting requirements. Designed for pensions officers / managers, pension fund accountants and investment officers. February, London and Manchester Developments in Police Finance For chief finance officers of PCCs, chief constables, heads of finance and finance staff, get updated on developments in police finance. The sessions include the latest on Home Office developments and CIPFA guidance for local authorities and police. Gain an appreciation of the accounting implications of stage 2 of police reform through sharing approaches to issues with practitioners from other forces. September, Leeds and London Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 30 CIPFA Training and development directory 2014

31 Governance and risk CIPFA GOVERNANCE UPDATE DEVELOPING YOUR RISK APPETITE...32 E-LEARNING GOOD GOVERNANCE IN THE PUBLIC SERVICE...33 EMERGING INSURANCE ISSUES AND LEGAL UPDATE...33 ESSENTIAL SKILLS FOR BOARD MEMBERS FRAUD AWARENESS FOR GRANT FUNDERS FRAUD AWARENESS FOR MANAGERS...35 I wanted to understand more about counter fraud techniques and access new ideas and redress the balance between the amount of reactive and pro-active counter fraud work we undertake. It was a great opportunity to learn from, and network, with prominent figures and other practitioners in local government s constant battle against fraud. Paul Lighten, Group Auditor, East Riding of Yorkshire on What s New in Fraud FRAUD PREVENTION AND DEVELOPING AN ANTI-FRAUD CULTURE...35 GETTING THE RIGHT INSURANCE CONTRACT GRANT-FUNDING IN THE PUBLIC SECTOR MANAGING RISKS IN THE NEW REALITY RE-THINKING GOVERNANCE AND CO-REGULATION A MASTERCLASS SERIES FOR SOCIAL HOUSING PROFESSIONALS...37 RISK MANAGEMENT SERIES WHAT S NEW IN FRAUD? ACCREDITED TRAINING: CERTIFICATE IN CONTRACT MANAGEMENT CERTIFICATE IN CORPORATE GOVERNANCE CERTIFICATE IN INVESTIGATIVE PRACTICE QUALIFICATION CERTIFICATE IN PUBLIC SECTOR PROCUREMENT OPEN BOOK PROCESSES BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

32 TRAINING COURSES: governance and risk CIPFA Governance Update Local authority governance and audit managers responsible for supporting or reviewing the good governance framework in local authorities. This event will provide an update on developments across the field of governance with particular reference to the annual governance statement. The Scottish event will explore the requirements of the accounts regulations for Scottish local authorities. After attending this event you will be better equipped to: review the annual governance statement and ensure it is up to date ensure your organisation is addressing key areas of governance risk understand the key principles of the governance statement. Developing your Risk Appetite Risk managers and all those involved in developing risk management policy in the public services. The workshop will build on new guidance being developed by CIPFA s Better Governance Forum to help public service organisations apply the principles of risk appetite to their organisations. It will take the Institute of Risk Management s 2011 guidance and develop a practical resource for risk managers to use. The workshop will provide you with an opportunity to test the new guidance and help you apply it within your organisation. 26 June, Glasgow 18 March, London; 19 March, Leeds; 27 March, Edinburgh Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 32 CIPFA Training and development directory 2014

33 TRAINING COURSES: governance and risk e-learning Good Governance in the Public Service Who should undertake this training? Chairs, board / non-executive members and chief executives of public bodies, elected representatives and members of local councils, senior managers who have a responsibility for reporting to the board, risk managers, internal and external auditors and those charged with governance and supporting the board. Good governance should assist in developing good management, good performance, good stewardship of public money, good public engagement and ultimately good outcomes. Robust governance is central to public sector organisations across the globe to ensure that they fulfil their overall purpose, achieve their intended outcomes for citizens and service users and operate in an effective, efficient and ethical manner. This international e-learning course will provide you with guidance and establish a useful starting point for reviewing and improving the governance within your organisation, wherever it is based. Online at your desktop Emerging Insurance Issues and Legal Update Insurance and risk managers, legal and finance managers responsible for insurance. The event will identify and highlight specific areas of insurance to improve your understanding and approach to insurance. The event will explore insurance topics such as: insurance reserve and provision public health transition coaching on estimating outstanding claims and incidents complaints versus claims insurance for academies/schools. 27 November, London; 2 December, Leeds Price: 95 + VAT 1.5 hours CPD BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

34 TRAINING COURSES: governance and risk Essential Skills for Board Members Designed for elected members, chairs, non-executive directors (board members), chief executives, and also staff in sponsoring departments responsible for liaising with public bodies. This course provides board or elected members with the knowledge, skills and confidence to carry out their roles effectively. You will: increase awareness of your governance roles and responsibilities and the standards of behaviour you are expected to exhibit develop and maintain your key relationships, eg between the chair and board members, the chair and the CEO and board members and the executive understand the board s role in setting strategy and how to hold management to account for performance against strategy. 11 February, Edinburgh; 4 March, Belfast; 8 May, Glasgow; 3 June, Belfast; 17 June, London; 8 July, Glasgow; 2 September, Belfast Fraud Awareness for Grant Funders This course is relevant for all staff involved in grant-funding external organisations or individuals. Loss of funds and damage to reputation are just two of the consequences of fraud. This course will open your eyes to the potential for fraud in the grant-funding environment and will provide practical guidance on actions that can be taken to guard against risk of fraud. You will learn: how and why fraud occurs about the different types of fraud how to spot fraud warning signs how to deter, prevent and detect grant fraud 18 February, Belfast Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 34 CIPFA Training and development directory 2014

35 TRAINING COURSES: governance and risk Fraud Awareness for Managers A course for all line managers working in the public sector in areas where there is a risk of fraud. This practical course will help you assess and manage the fraud risks within your area of responsibility. By the end of the course, you will be more aware of: how and why fraud occurs different types of fraud and lessons to be learnt from previous fraud cases indicators of fraud how to identify, evaluate and respond to fraud risks key controls and relevant controls for different systems how to implement, review and test controls. 20 March, Belfast; 1 May, London Fraud Prevention and Developing an Anti-fraud Culture Counter fraud managers and those responsible for establishing good governance arrangements in their organisation. To address fraud risks, organisations need to have a range of preventative measures in place. Developing an effective anti-fraud culture is a key aspect of prevention and ensures that the organisation aligns to good governance principles. After attending this event you will be better equipped to: review your organisation s fraud prevention strategy plan effective prevention activities identify ways to improve and extend the organisation s anti-fraud culture. 27 February, Birmingham; 6 March, London; 12 March, York; 13 March, Edinburgh BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

36 TRAINING COURSES: governance and risk Getting the Right Insurance Contract Insurance, risk managers and finance managers responsible for insurance. An overview of the procurement and contracting process required for insurance tendering. The sessions will consider how organisations can ensure a compliant tender process, including which criteria to select and detailing the role of the insurance broker. The course will help you: achieve the best outcome from your insurance tender to select appropriate criteria and insurance broker with insurance clauses in contracts with indemnity limits, contracts and the principles of maintaining a sensible commercial judgement. 5 February, Edinburgh Grant-Funding in the Public Sector All staff involved in grant-funding external organisations and individuals both at operational and management level. It will be most relevant where there is an application process and a need to make decisions between applications on the basis of selection criteria. This course provides an overview of the public sector grantfunding environment and includes practical tips, and good practice advice, for each key stage of the grants process from planning to monitoring and evaluation. You will learn: the key principles of public sector grant-funding different types of funding and how this influences the grants process recognised good practice in grant-funding different approaches and operational practices at each stage of the grants process practical solutions to key challenges faced. 11 March, Belfast Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 36 CIPFA Training and development directory 2014

37 TRAINING COURSES: governance and risk Managing Risks in the New Reality Risk managers addressing the issues of risk management across projects, programmes and partnerships. Hear about the challenges of risk management across programmes and partnerships, with a particular focus on identifying different risk attitudes and the consequences for the success of the programme. After attending this event you will be better equipped to: understand the key principles of programme risk management review the importance of recognising risk attitude for the successful management of programmes learn from practical examples. 23 January, York Re-thinking Governance and Co-regulation A Masterclass Series for Social Housing Professionals Housing finance and performance staff from local authorities who are stock holding, ALMOs and housing associations. These events will explore new models and ways of thinking about both co-regulation and governance. Housing staff will be asked to assess the performance of their own organisation s approach and identify mechanisms and practices that will enhance the effectiveness of both. After attending this series you will be better equipped to: measure the performance of your own approach to co-regulation and governance assess the benefits and challenges posed by alternative models and approaches identify mechanisms and practices for improvement. 18 February, Manchester; 19 February, York; 21 February, London BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

38 TRAINING COURSES: governance and risk Risk Management Series This event is aimed at treasury practitioners and all those involved in managing and monitoring the financial risks within your organisation. With economic uncertainity continuing, each twist and turn provides fresh challenges and new regulatory and market risks. The event explores CIPFA s newly launched Risk Roadmap and the event delivers a fresh take on some familiar and perhaps forgotten risks. There will be discussions around the topics of inflation risk, options to manage risk, and housing debt management; and a corporate treasurer will give their take on the treasury landscape and how they are managing the risks. 20 June, London; 26 June, Manchester What s New in Fraud? Counter fraud practitioners and governance managers in public sector organisations. This event will provide an update on topical developments in counter fraud. After attending this event you will be better equipped to: plan counter fraud work more effectively understand key areas of fraud risk facing the organisation learn from fellow practitioners facing similar challenges. 7 May, London; 8 May, York Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 38 CIPFA Training and development directory 2014

39 LOOKING AHEAD IN 2014 Pensions Governance Series A focus on much of the proposed changes which will emerge from the implementation of the Public Service Pensions Bill and the establishment of a National Pensions Board for the LGPS. Issues addressed include the role of local pensions boards and the pensions regulator and how these changes will impact upon governance structures within individual funds. Aimed at officers, councillors or other stakeholders involved in the administration and investment of LGPS Funds. July, London and Manchester Trainer spotlight Neil Sellstrom CIPFA Treasury and Pensions Advisor Neil has been a CIPFA Pensions Advisor since 2009, running CIPFA professional networks on various subjects and sectors with over 150 subscribing authorities. He represents CIPFA and Local Government Pension Scheme (LGPS) Funds at various key events and attends the CIPFA Pensions Panel. He also organises workshops and conferences, produces newsletters, and co-ordinates queries to support members and promote best practice. BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

40 Accredited training Certificate in Contract Management There have been many high profile governance failures in managing contracts by some local public bodies. Feedback arising from CIPFA s work, and issues raised by participants on our Certificate in Public Sector Procurement course, point to a need to improve skills of a wide range of executives who have a responsibility for managing contracts with external organisations. This unique qualification brings together contemporary contract management theory and existing good practice in a structured way. It has a highly applied and focused approach. While completing it, candidates develop a wide range of knowledge, understanding, cognitive and practical skills necessary for those charged with managing contracts effectively. Who is the course aimed at? The Certificate is aimed at new staff who have specific responsibility for contract management as well as experienced staff who have had no formal structured training or who would like to update their knowledge and skills. The course specialises in public sector contract management. As such, the course is applicable to staff working at various levels in all public bodies including central government, NDPBs, local government, health and education. Duration and mode of delivery The Certificate in Contract Management is delivered over 11 days in a six month period. Accreditation and assessment Participants who successfully complete the eight modules and associated assessment will be awarded the Certificate in Management Practice (Contract Management Skills) which is equivalent to NQF Level March, Edinburgh; October, Belfast Price: 2,690 + VAT Up to 7 BOOKING AND MORE INFORMATION 40 CIPFA Training and development directory 2014

41 Certificate in Corporate Governance Effective governance has never been more important and this practical and structured training programme increases the knowledge and skills of those charged with making governance work in public bodies. It is delivered through seven training modules over nine days, spread over a six month period. Assessment will be work-based to reflect the practical nature of the qualification. What will I learn? You will learn how to: apply the fundamentals of corporate governance in a wider public sector context establish and maintain an effective governance framework identify how the various areas of business risk impact on the corporate governance of a public sector organisation identify the values and behaviours that demonstrate effective governance in action appreciate the role of the board and all those with whom it interacts avoid major governance failures by understanding the usual causes of them, and manage relationships within and outside the organisation. Who is the course aimed at? Staff who support the work of the board, have responsibility for governance, or aspects of governance throughout the organisation, middle and senior managers (or aspiring managers) and new or aspiring board members. Duration and mode of delivery Six months starting with one launch module and seven further modules in total. Accreditation and assessment NQF Level 3. Upon successful completion of the course and assessment, participants are awarded the Certificate in Corporate Governance by CIPFA. Participants are required to submit a portfolio of evidence and attend a verification interview (viva voce). 6 February, Edinburgh; 18 March, London; Spring TBC, Cardiff; November, Belfast Price: 2,240 + VAT Up to 63 hours CPD BOOKING AND MORE INFORMATION CIPFA Training and development directory

42 Certificate in Investigative Practice Qualification Numerous public sector organisations employ personnel to carry out civil, criminal, and regulatory investigations. It is essential that these investigations are carried out to best practice standards. In response to this, CIPFA has established a qualification providing investigators with the essential legal knowledge, expertise and skills to carry out an investigation professionally and to secure relevant and admissible evidence. What will I learn? You will: gain a clear insight into the legal framework within which an investigator should operate learn and apply best practice standards in interviewing, collecting and recording evidence, writing statements and giving evidence in the witness box. Who is the course aimed at? Public sector staff in an enforcement or prosecution role whose position involves the scrutiny or audit of regulatory matters where evidence of civil breaches or criminal offences may become evident. Duration and mode of delivery Three months consisting of eight modules in a total of 12 classroom days. The course modules can also be attended individually, allowing you to update skills in specific areas. Accreditation and assessment You undertake two days of classroom-based training and upon successfully completing the assessments will be accredited with the CIPFA Certificate in Investigative Practice Qualification and BTEC Level 7 Qualifications. Spring cohort starts 28 January, Belfast Spring cohort starts 4 March, London Summer / Autumn, Edinburgh Price: 3,600 + VAT Up to 84 hours CPD BOOKING AND MORE INFORMATION 42 CIPFA Training and development directory 2014

43 Certificate in Public Sector Procurement The pressure on public bodies to operate even more efficiently has never been greater. Money is tight and will become even tighter over the next few years, which means that public bodies need to spend wisely and make effective purchasing decisions. Central to this imperative is the need for organisations to have staff who have the appropriate procurement skills. To respond to this need, CIPFA has developed practical procurement skills training underpinned by essential procurement principles and models that will equip staff and their organisations for current and future challenges. The Certificate in Public Sector Procurement is aimed at new staff working in the procurement function as well as experienced staff who have had no formal procurement training or who would like to update their knowledge and skills. Other staff that have responsibility for making purchasing decisions, tendering or contract management would also benefit. Duration and mode of delivery The Certificate in Public Sector Procurement is delivered over 11 days in a six month period. Accreditation and assessment Participants who successfully complete the seven modules and associated assessment will be awarded the Certificate in Management Practice (Procurement Skills) which is equivalent to NQF Level 3. Spring, Edinburgh and Cardiff Autumn, Belfast Price: 2,690 + VAT Up to 7 BOOKING AND MORE INFORMATION CIPFA Training and development directory

44 Open Book Processes A CIPFA / CIMA jointly accredited course that allows you to develop an understanding and strategy for implementing effective open book accounting systems and processes. In the pursuit of achieving cost reductions and greater effectiveness, major efficiencies can be gained through working more closely with private sector contractors. Crucial to making these arrangements work is the use of open book processes if it is well understood and effectively implemented. What will I learn? This programme ensures that participants are fully equipped to maximise the potential gains from the use of open book techniques and includes a rigorous analysis of the potential risks associated with these practices. You will: learn how to create dynamic and innovative ways of operating that will support the overall delivery of value for money within your services understand the key skills required to develop and manage sustainable improvements to your business plans be able to set goals for applying the practical skills you have gained in the workplace, thanks to time for personal reflection and action planning at the end of the training. Who is the course aimed at? All client and contract partner staff wishing to develop and improve their practical understanding of the open book accounting tools and techniques which support target contracts and successful project delivery. Duration and mode of delivery The initial training is delivered over two days followed, approximately two weeks later, by the third day which includes the examination. Accreditation and assessment Jointly awarded by CIPFA and CIMA, this essential course is delivered in association with our training partner for Open Book Processes, Stradia Ltd. 2, 3 and 29 April, London Price: VAT 21 hours CPD BOOKING AND MORE INFORMATION 44 CIPFA Training and development directory 2014

45 LOOKING AHEAD IN 2014 Data Transparency and Information Governance Update This event will give an update on the latest developments affecting data protection and freedom of information. After attending this event you will be better equipped to identify and manage information governance risks. May, London and York Using Data Analytics to Counter Fraud Public sector counter fraud practitioners and those providing assurance over counter fraud arrangements should learn at this event about the use of data analytics to detect fraud and provide assurance over transaction streams. After attending this event you will be better equipped to plan a strategy for the use of data analytics and make effective use of analytics tools. November, various locations Risk Management Hot Topics For risk managers and assurance practitioners across the public sector, this event will focus on a topical range of risks, identifying areas where the risk manager can add value to their organisation. After attending this event you will be better equipped to support your organisation in addressing key risks and challenges. November, various locations BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

46 People and professional development ADVANCED EXECUTIVE PA DEVELOPMENT PROGRAMME...47 COMPETENCY BASED INTERVIEW SKILLS...47 EFFECTIVE REPORT WRITING EMOTIONAL INTELLIGENCE IN THE WORKPLACE ESSENTIALS OF PROJECT MANAGEMENT TWO DAY...49 EXECUTIVE PA DEVELOPMENT PROGRAMME TWO DAY...49 INFLUENCING SKILLS LOCAL GOVERNMENT FINANCE: THE NEW SKILLS MANAGING SMALL PROJECTS...51 MEETINGS AND EVENTS MADE EASY...51 MINUTE TAKING...52 NEGOTIATION SKILLS...52 PERFECT PROOFREADING...53 PRESENTING FIGURES EFFECTIVELY CIPFA LEADERSHIP PROGRAMMES: FUTURE LEADERS ACADEMY LEADERSHIP ACADEMY FOR SERVING AND ASPIRING CFOs Trainer spotlight Dr Louise Dunne CIPFA Lead Housing Advisor Dr Louise Dunne is the Lead Housing Advisor at CIPFA. As Manager of the CIPFA Housing Advisory Network, Louise has worked with professionals from across the local authority, housing association and arm s length management organisation (ALMO) sectors for the past 10 years. She has built a national reputation around her work on social housing and value for money, and has published more than 30 management guides on a broad range of topics from private finance initiative to public focused performance management; from benefits realisation management to management guidance on supporting people in finance. Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 46 CIPFA Training and development directory 2014

47 TRAINING COURSES: people and professional development Advanced Executive PA Development Programme A highly participative course which is designed for experienced secretaries / PAs who wish to further develop their managerial skills and confidence. What is this about? This packed one day, advanced programme is designed to further increase the knowledge and skills of experienced PAs and administrators to make them an indispensable part of their organisation s management team. You will learn: how to make, and communicate, decisions clearly and how to handle concerns and objections how to generate options for problem solving and use creative decision making skills persuasion and influencing skills techniques to improve your self-esteem. 22 October, Belfast Competency Based Interview Skills Anyone who has an important interview coming up, needs to master the art of interviewing well, or wishes to maximise their performance at interview. Build your confidence and develop critical competency interview skills and techniques for job interviews at this highly interactive workshop. It will: give you the skills and confidence to sell yourself properly and honestly enable you to learn how to respond to interview questions, thus maximising your chances of success allow you to receive constructive feedback during the training which will help you to hone in on areas that need fine tuning. 19 March, Belfast; 8 October, Belfast BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

48 TRAINING COURSES: people and professional development Effective Report Writing Anyone responsible for producing business reports or briefing materials for their organisation. This practical course provides a six-stage writing framework that will help you to produce reports that are clear, effective and professional. Planning is key to success, so you will learn how to define objectives, sketch an outline and structure your information. You will learn how to: develop succinct writing that is accurate, professional and easy to understand produce reports that are appealing, interesting to read and convey key messages create enhanced reader engagement. 18 March, London; 2 April, Belfast; 15 October, Belfast Emotional Intelligence in the Workplace Recommended for anyone who would like to learn how emotions affect performance at work, and how to use practical but effective strategies to manage emotions in difficult situations. This course will help you to improve how you deal with colleagues, customers and suppliers. It is especially helpful if you have to handle tricky or emotionally-charged situations as part of your job role. By attending this course you will: understand the role, and the impact, of emotions in business interaction and relationships develop confidence and skills to behave and communicate effectively in a wide range of situations increase your self-awareness handle difficult inter-personal issues more confidently and effectively build stronger working relationships with others. 12 May, Belfast; 10 November, Belfast Price: VAT Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 48 CIPFA Training and development directory 2014

49 TRAINING COURSES: people and professional development Essentials of Project Management two day Project managers, those involved in setting up a project and others who will play a significant role in a project team. Get a firm foundation in the fundamental concepts and terminology of the PRINCE2 methodology. It provides practical guidance on delivering projects on time and within budget, from scoping and planning to implementing and evaluating. This course will benefit you if you wish to: gain a clear insight into issues surrounding project management increase knowledge of project management and to increase knowledge of the PRINCE2 methodology expand your knowledge of project management learn how a structured system can be used to manage projects June, Cardiff; June, Edinburgh Executive PA Development Programme two day Personal assistants, executive assistants, office managers, secretaries and administrative staff. This intensive and highly interactive programme will help personal assistants and administrative staff to develop their interpersonal skills. It will help you to become more productive, assertive, responsible and achieve greater job satisfaction. This course will help you to: resolve time management issues consider how stress affects your own, and colleagues, performance in the workplace, and understand coping strategies use assertiveness techniques to achieve results develop techniques to manage the office more smoothly and efficiently March, Belfast Price: VAT 14 hours CPD Price: VAT 14 hours CPD BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

50 TRAINING COURSES: people and professional development Influencing Skills Any staff member who needs to deliver, within a team, cross functionally or at a senior level. A one day workshop enabling you to influence with purpose and confidence, to face a business world in which more people have to influence without authority. Hone your influencing skills and become more self-aware by taking the right approach to effectively communicate with, and influence, key stakeholders in a positive manner, and achieve the right results. You will learn: how to understand behavioural preferences and its impact on communication styles how to challenge communication skills to develop a more open approach to influencing a planned process to influence more effectively how to identify strategies to influence difficult individuals in a mutually beneficial way 3 April, London; 7 April, Belfast; 24 September, Belfast Local Government Finance: the New Skills A course designed for local authority accountants who are interested in developing their soft skills to better fit with the new demands of the workplace. Accountants now need to focus much more on managing relationships, effective business partnering and customer service involving more qualitative skills these are often outside the traditional comfort zone of the quantitative accountant. This event will focus on understanding and developing skills such as influencing, negotiating and communication. By attending this event you will: understand the skills needed to be more effective in your current and future finance roles gain confidence in managing internal and external relationships improve your contributions to organisational decision-making processes enhance your ability to deliver change in the short- and long-term. 8 July, London; 10 July, Leeds; 15 July, Bristol Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 50 CIPFA Training and development directory 2014

51 TRAINING COURSES: people and professional development Managing Small Projects Anyone interested in managing smaller projects. This workshop introduces the fundamental principles and techniques needed to manage a small project and enables participants to understand a practical approach to defining and initiating a project, to plan how it should be monitored and controlled, and to identify factors which can contribute to the success of a project. You will be able to set clear and realistic objectives for a project and understand the stages of the project life cycle plan, organise and document a project in a logical manner and keep all relevant parties informed of progress review, and learn from strengths and weaknesses identified on completion of a project. 22 January, Glasgow; 13 February, Cardiff; 6 March, Belfast; 30 April, Swansea; 2 October, Cardiff Meetings and Events Made Easy Anyone who organises business meetings or small to medium-sized events (such as workshops, seminars, conferences and exhibitions), or staff who wish to progress into a career in event management. This course will develop your event management skills, enabling you to deliver flawless meetings and events with confidence. After attending this event you will be able to: apply a three step event management process develop a toolkit for successful event implementation deliver events with confidence evaluate the success of events using both formal and informal methods. 7 May, Belfast; 12 November, Belfast BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

52 TRAINING COURSES: people and professional development Minute Taking Anyone who has to take minutes or notes including personal assistants, executive assistants, office managers and administrative support staff. Learn how to take concise minutes that are easy to read and form an accurate account of a meeting. Effective listening, note taking, and summarising will be covered in this event. Following this course you will: be clear on the roles and responsibilities of a minute taker understand best practice in preparing for meetings and writing effective minutes be able to deal with jargon, technical language and grammar professionally be adept at different methods of minute taking. 7 March, Belfast; 3 December, Belfast Negotiation Skills Anyone who has a responsibility for negotiation in their role, either internally or externally. Get the necessary tools, techniques and skills to negotiate effectively. Learn how to prepare to negotiate in a confident, successful manner that ensures that the business relationship is protected. This programme will challenge your current negotiation style and raise awareness of where and how you can improve your negotiation ability. Delegates will learn how to: adopt a process-based approach to negotiation set clear business objectives when planning to negotiate understand the needs and interests of all parties involved in the negotiation challenge the communication skills required to negotiate successfully manage potential conflict within negotiation. 5 February, Belfast; 8 September, Belfast Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 52 CIPFA Training and development directory 2014

53 TRAINING COURSES: people and professional development Perfect Proofreading All staff members that produce written documentation for internal or external use. A correctly formatted, error free document conveys a positive image of its author and the organisation behind it. Proofreading is the necessary evil that separates your written documents from the rest. This course provides tips and techniques to simplify the art of proofreading. This course will enable you to: understand the importance of proofreading and the benefits of improving this skill proofread for accuracy by recognising and avoiding common errors learn strategies to create error free documents. 5 March, Belfast; 10 September, Belfast Presenting Figures Effectively Anyone who works with figures and has to communicate them to others. It is particularly helpful to finance and performance managers and researchers. Gain a clear understanding of how to present numeric information so it is easy to read and understand essential in today s fast moving public services. You will find out how to: produce reader-friendly tables and charts to save time, shorten meetings and make a good impression write and talk about figures so the audience understands reduce large spread sheets of data for decision making. 30 January, Cardiff; 20 March, Glasgow; 2 May, Swansea; 18 June, London; 9 September, Cardiff BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

54 CIPFA Leadership Programmes Future Leaders Academy Professionals across all disciplines and sectors in public service who have some management experience but are looking to gain more skills and experience and progress their careers. Develop the skills sets you need to advance your career. Effectively manage individuals and teams, improve performance, communicate effectively and influence colleagues and senior managers. Part of CIPFA s management and leadership pathway for professionals with early to mid-level management experience, the programme provides practical leadership skills and the opportunity to share common issues with peers and experts in an open and inclusive environment. The nine module programme is equivalent to Diploma Level Four on the on the National Qualifications Framework (NQF). You will get a mix of best practice principles with practical application of the principles in the workplace across a number of management and leadership topics. Starts 23 April, London Price: 2,200 + VAT 63 hours CPD Leadership Academy for Serving and Aspiring CFOs Who is the course aimed at? Finance professionals from across the public sector who are aspiring to rise to become CFOs or finance directors and existing CFOs who are seeking to refresh their skills and knowledge. Its main objective is to develop the personal skills of those who are in or aspire to be senior finance roles in the public sector. It has two separate strands, one for serving chief finance officers, with the overall aim of improving your ability to work with politicians, partner organisations, as well as your peers and staff. For aspiring CFOs the aim is to prepare you for the personal leadership and influencing aspect of the top job. Following this academy you will: have a better appreciation of your personal impact on others and practical strategies for influencing senior colleagues and senior elected members know how to exploit your own leadership strengths with those who work for you be better able to analyse and learn from your own and your peers experiences when approaching complex issues during working with uncertainty Starts 20 March, London three workshops and five action learning sets over a 5 6 month period. Price: 2,100 + VAT 56 hours CPD 54 CIPFA Training and development directory 2014

55 Performance improvement and efficiency AN INTRODUCTION TO CREATING SUCCESSFUL PUBLIC SECTOR SHARED SERVICES ANNUAL PROCUREMENT LAW UPDATE THE NEW EU PUBLIC PROCUREMENT DIRECTIVES...57 ASSESSING THE FINANCIAL HEALTH AND VIABILITY OF POTENTIAL SERVICE DELIVERY PARTNERS AND CONTRACTORS...57 BETTER BUSINESS CASES BUSINESS INNOVATION WORKOUT PROGRAMME TWO DAY BUSINESS PARTNERING MAKING THE TRANSITION COLLABORATION, CONFLICT AND CONVERSATION WHO ARE REVENUES MANAGERS TALKING TO AND WHERE IS IT TAKING THEM?...59 COMMISSIONING PUBLIC SERVICES IN A COMMERCIAL ENVIRONMENT FINANCIAL APPRAISAL OF SUPPLIERS...62 IMPLEMENTING SUCCESSFUL PUBLIC SECTOR SHARED SERVICES TWO DAY...63 NEGOTIATING OUTSOURCING AND JOINT VENTURES WITH THE PRIVATE SECTOR: A MASTER CLASS TWO DAY..63 PRACTICAL TENDER EVALUATION PROCUREMENT FRAUD MASTER CLASS PROCURING SCHOOLS CATERING MEALS...65 RENTS, REPAIRS AND OTHER RISKS UNDERSTANDING THE VIABILITY OF YOUR BUSINESS PLANS...65 REVENUES TECHNICAL LIABILITIES AND RELIEFS SOCIAL HOUSING IS BIG BUSINESS! COMMERCIALISATION AND SOCIAL VALUE DEALING WITH CONTRACTS AND LEASES DELIVERING EFFICIENCIES THROUGH EFFECTIVE CONTRACT MANAGEMENT...61 DEVELOPMENTS IN CHILDREN S SOCIAL CARE FINANCE...61 ENERGY CONTRACTS ACCREDITED TRAINING: PRINCE2 E-LEARNING BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

56 TRAINING COURSES: performance improvement and efficiency An Introduction to Creating Successful Public Sector Shared Services Senior managers across the public sector, who are being tasked with leading and developing collaboration or shared service projects, and would like to successfully enter this area of work. You will learn about the underlying principles of successful collaborations and shared services, how to accelerate them, and the legal and practical issues that directly impact on shared services. After attending this event you will: understand what you must know before getting behind the wheel of a shared service hear about shared service success stories and shared service nightmares explore the legal complexities. 4 February, London; 13 February, Nottingham My primary objective for attending was to be able to evaluate the internal capacity at Surrey County Council. The exposure to the business acumen of the presenter was a most useful aspect of the course. Gary Kandinsky, Lead Auditor, Surrey County Council on Negotiating Outsourcing and Joint Ventures with the Private Sector Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 56 CIPFA Training and development directory 2014

57 TRAINING COURSES: performance improvement and efficiency Annual Procurement Law Update The New EU Public Procurement Directives Procurement, purchasing, commissioning, and finance practitioners, and lawyers from public sector organisations. New European procurement and concession directives are expected to be implemented in the UK at some point in The changes are significant and you must get to grips with new regulations to understand the extent they will impact on the way authorities procure contracts in the future and whether it will be easier to deselect poor performing / unethical suppliers. The event will give you an overview of the draft directives and their likely impact on your procurement processes with: an explanation of new regime of services contracts, PQQ rules new rules on concession contracts PQQ changes and codifications of ECJ rulings. 28 January, London; 30 January, Leeds; 13 February, Birmingham Assessing the Financial Health and Viability of Potential Service Delivery Partners and Contractors Procurement practitioners, school secretaries / bursars and financial managers who frequently find themselves asked to enter into legally binding agreements. A workshop that will employ expert inputs, syndicate work and group discussions to provide you with a practical understanding of financial data in company accounts and give you a workable basis of valuation and assessing risk. You will receive a repertoire of practical and focused skills to deal with your day-to-day business challenges. Learn how to assess different types of bidders on a comparable basis and how to undertake a comprehensive PQQ evaluation using financial and non-financial data. Also discover how to deal with suppliers with little or inaccurate financial data. 13 May, London; 15 May, Manchester; 20 May, Cardiff Price: VAT 4.5 hours CPD BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

58 TRAINING COURSES: performance improvement and efficiency Better Business Cases This course will benefit anyone involved in preparing or reviewing business cases/economic appraisals. HM Treasury is recommending that those working on developing or reviewing business cases are accredited on the Better Business Cases Programme that has jointly been developed by HM Treasury and the Welsh Government. This course and exam provides you with Foundation stage accreditation on the HM Treasury Green Book Guidance on Public Sector Business Cases using the Five Case Model and an in-depth understanding of how to prepare an effective business case. By the end of this course you will understand: the stages involved in preparing a business case/ economic appraisal the concept of discounting and net present value how to measure non-financial benefits risk and uncertainty and optimism bias. Business Innovation Workout Programme two day Managers who wish to generate, test and refine new ideas and translate these into different ways of doing things delivering services in a truly changed era. The course takes the latest thinking about how to innovate effectively and boils it down into a simple and user friendly model that managers can easily apply in their workplace. Highly effective and new ways of thinking are introduced, including disruptive thinking techniques which can be applied in any situation in which you have to solve an awkward problem. The tools and techniques can easily be applied in a wide variety of settings where new ideas and thinking are needed and more innovation is required February, London; 8 9 April, London Price: VAT 14 hours CPD March, London; March, London; 9 10 April, London Price: 795* + VAT 14 hours CPD includes 130 exam fee per delegate Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 58 CIPFA Training and development directory 2014

59 TRAINING COURSES: performance improvement and efficiency Business Partnering Making the Transition Finance managers and other financial professionals who are required to work in partnership with senior management to help them achieve organisational goals. Limited resources and a move towards a more commercial ethos mean that senior management is under pressure not only to be more efficient but also to be more innovative. There is a need for finance professionals to help them achieve their goals by acting as their partners / business advisors. By attending this course, you will be able to: recognise the attitudes, skills and behaviour associated with the role of partner / business advisor identify the individual, departmental and organisational barriers to making the transition to business partnering and how to overcome them plan a strategy for working effectively as a business partner within your organisation. 3 March, London; 19 May, London; April, Cardiff and Edinburgh Collaboration, Conflict and Conversation Who Are Revenues Managers Talking To and Where is it Taking Them? Revenues managers who are reviewing all the options open to them in order to save money or redesign their delivery. This event will give an insight into the possible options out there and ideas about who you can speak to and explore these options. After attending this event you will be better equipped to: understand the legislation appreciate the importance liabilities have in business rates explain the implications to your finance staff. 2 June, Cambridge; 4 June, Birmingham; 10 June, Leeds; 11 June, Durham; 16 June, Winchester; 17 June, Exeter; 24 June, London BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

60 TRAINING COURSES: performance improvement and efficiency Commissioning Public Services in a Commercial Environment Anyone involved in the commissioning of public services. This course is designed to provide commissioners with skills to help commission effectively across all sectors of the provider market and feel confident in commercial negotiations and transactions. This course will help you to: understand the types of potential providers and how to support and encourage a competitive, but collaborative, local market comprehend what a good business case looks like and elicit market responses be confident about the types of return on investment that can drive commissioning and how to demonstrate their achievement feel confident in eliciting proposals and negotiating with providers to get the best outcome-focused service models. Dealing with Contracts and Leases Procurement practitioners, school secretaries / bursars and financial managers in public bodies who frequently find themselves asked to enter into legally binding agreements. One in two lease agreements, including photocopiers, telephone systems and computer equipment, contain errors or anomalies that result in public bodies being overcharged or paying for items they did not order. This series of events will provide delegates with real-world tips and techniques to equip you with negotiating skills that deliver effective solutions. You will gain the: confidence to deal with high pressure and pushy sales staff knowledge on how to deal with post-contract issues skills to deal with small print and terms and conditions. 22 May, Leeds; 5 June, London 1 May, London Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 60 CIPFA Training and development directory 2014

61 TRAINING COURSES: performance improvement and efficiency Delivering Efficiencies through Effective Contract Management Those responsible for procurement, commissioning and contract management. Good contract management is an important skill to help drive down costs, while ensuring front line services are maintained which is essential in the current economic climate and given the increased reliance on external providers. Among the great many learning outcomes you will: gain the ability to understand, identify and apply a range of techniques and frameworks for monitoring contracts develop an in-depth knowledge of the critical success factors in good contract management be introduced to best practice from public and private sectors. 8 April, Belfast; 8 May, London; 16 October, Belfast; 6 November, London Developments in Children s Social Care Finance Local authority accountants who support children s social care functions. This event which will be delivered by the CIPFA Children s Services Finance Advisory Network, and will examine a range of topical finance issues around children s social care. This will include personalised budgets, an update on the special educational needs pilot and also a discussion on how authorities can achieve financial efficiencies in this sector. After attending this event you will be better equipped to: understand the key principles of children s social care demand management appreciate the challenges and opportunities of direct payments network, and discuss on the possibility of financial efficiency. 8 October, Leeds; 9 October, London; 16 October, Bristol BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

62 TRAINING COURSES: performance improvement and efficiency Energy Contracts A special series of workshops developed for procurement practitioners, school secretaries / bursars, energy managers and financial managers in public bodies who are responsible for energy contracts. The public sector represents a strategically important market for energy efficiency. As an influential consumer, actions to improve energy efficiency within its own premises can help demonstrate good practice to the private sector and citizens as well as support budgetary pressures. Together with energy efficiency specialists, draw on experiences and lessons learned and examine: the status of energy efficiency in public procurement barriers, costs and benefits of energy efficient public procurement flexible buying smart tools for implementation. 11 February, London; 12 February, Leeds Price: VAT 4.5 hours CPD Financial Appraisal of Suppliers This will be relevant to all staff who have to assess the financial viability of external organisations, especially in procurement or contract management functions. It is increasingly necessary to undertake financial assessment of external organisations and this new course will provide delegates with an understanding of the significance of this process and the basic skills needed to carry out this task effectively. By the end of the course, you will have: an understanding of why financial appraisal is necessary knowledge of the different sources of information relating to the financial health of a company an ability to recognise company performance and interpret the key financial statements including ratio analysis an appreciation of the importance of cash flow management a list of warning signs of financial distress. 10 February, Belfast; 22 September, Belfast Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 62 CIPFA Training and development directory 2014

63 TRAINING COURSES: performance improvement and efficiency Implementing Successful Public Sector Shared Services two day Senior managers across the public sector tasked with leading and developing collaboration/shared service projects and would like to successfully enter this area of work. You will become acquainted with the tools, techniques and templates for building strong trust and shared vision between partners. The second day provides tools and templates to draft key elements of a shared business case by in-house staff. You will get: 16 tried and tested tools and techniques for building partnership teams and overcoming blockers 18 effective tools and techniques for working with strategic leaders to develop a strong shared vision for your partnership, before commissioning your business case 16 key techniques for developing the economic case in a shared service business case document. Negotiating Outsourcing and Joint Ventures with the Private Sector: a Master Class two day Those working in the public sector including those carrying out complex negotiations with potential public service partners or commercial organisations. The course provides senior public sector executives with invaluable insight into how private sector organisations operate and gives them a strong negotiating platform when faced with complex deals involving commercial partners. By attending this course you will: learn how to maximise public sector negotiating power and gain an understanding of the lucrative deal-making process from a private sector perspective identify the key negotiating terms and conditions in complex deals and discover how to ensure accountability in partnerships February, London March, London; March, Nottingham Price: VAT 14 hours CPD Price: VAT 14 hours CPD BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

64 TRAINING COURSES: performance improvement and efficiency Practical Tender Evaluation A timely update for all procurement, purchasing, commissioning and finance practitioners and lawyers from public sector organisations. Tender evaluation is perhaps the most important part of the procurement process and also one of the most common causes of complaints. Organisations often overlook the vital importance of this function and thereby leave open the risk of substantial challenges which are increasing on a daily basis. You will get a clear and comprehensive explanation of how to carry out compliant tender evaluation which reduces the risk of legal challenge. You will understand balance sheets, P&L accounts, and get a practical demonstration on how to draft the new award notices. 19 February, Belfast; 10 June, London; 12 June, Leeds; 16 September, Belfast Procurement Fraud Master Class All those concerned with procurement, commissioning and tendering, such as those involved in countering fraud and internal audit as well as those with responsibility for a budget. As budgets get tight, the last thing any organisation wants is for procurement fraudsters to go on operating undetected for a long time. Research suggests that the number of procurement fraud cases have been increasing over the last two years. Case studies from a range of public and private sector procurement cases will be used, together with examples of procurement fraud indicators, recent procurement investigations and how to get smarter and stay ahead of the procurement fraudster. 23 October, London; 20 November, Manchester Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 64 CIPFA Training and development directory 2014

65 TRAINING COURSES: performance improvement and efficiency Procuring Schools Catering Meals A timely update for all procurement, purchasing, commissioning and finance practitioners and lawyers from public sector organisations responsible for supporting schools deliver school catering. A key area for schools and LEAs is to improve the quality and uptake of school lunches with over 3 million school lunches served daily. This workshop will offer you a complete picture of how to procure the right school meal deal. The workshops will give you an overview of all best practice in: guidance for procuring healthy school meals contracts developing healthy school meals policy evaluating different options concession contracts and school meals. 18 February, London; 20 February, Leeds Rents, Repairs and Other Risks Understanding the Viability of Your Business Plans Finance directors, finance managers and their staff, and councillors from stock-retained authorities. Also others involved in asset, treasury, governance and performance management services. A master class that provides an in-depth look at the way in which business plans have typically been modelled in housing and will explain the skills, competencies and techniques for improved business planning in the short, medium and longer term. After attending this event you will be better equipped to understand in detail how HRA business plans are constructed and undertake business planning processes in a way that gives you ownership of the plan, reduces risks and increases the value it can deliver. 21 October, York; 22 October, Manchester; 23 October, Bristol; 24 October, London BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

66 TRAINING COURSES: performance improvement and efficiency Revenues Technical Liabilities and Reliefs Staff wanting a technical understanding of this challenging area. This event will give an insight into the policies and approaches required to ensure liabilities and reliefs are awarded correctly. After attending this event you will be better equipped to: understand the legislation appreciate the importance liabilities have in business rates explain the implications to your finance staff. 5 June, London Social Housing IS Big Business! Commercialisation and Social Value Managers and their teams of social housing providers, including stock holding local authorities, ALMOs and housing associations. This series will explore ways in which social housing providers can become more commercially astute about the business of social housing, whilst maintaining and enhancing the social value that the provision of good quality, sustainable and affordable homes can bring to local communities. After attending this event you will be better equipped to: think and act more commercially understand what commercial behaviours are, and how to apply these to your own organisation gain insight from tenants and residents about what they value most from their landlord and identify ways in which your own organisation can improve. 29 May, London Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 66 CIPFA Training and development directory 2014

67 LOOKING AHEAD IN 2014 Progress with Health and Social Care Integration Accountants and health/social care practitioners who are interested in helping deliver better integration between social care and health will be interested in this event. After attending this event you will be better equipped to understand the skills needed to drive the health and social care integration agenda. You will also be able to appreciate the financial opportunities and challenges that such integration will bring. March, London and Manchester The course provided lots of real life examples to back up the tools that were being taught. It put things into context in an understandable way that enforced the learning. Ann Davies, Services Improvement Manager, Northamptonshire County Council on Shared Services course BOOK /events ENQUIRIES IN-HOUSE TRAINING AT YOUR LOCATION CIPFA Training and development directory

68 Accredited training PRINCE2 e-learning The world-class standard in project management is now online for the public sector so you can now learn online cost-effectively and efficiently. The PRINCE2 project management methodology covers the management, control and organisation of a project and for the full accreditation you must complete two stages. The Foundation Level comprises a sound development of project management methodology, working through the project lifecycle from pre-project preparation to project closure. The Practitioner Level progresses this to an understanding of the practical application of the methodology. Online support includes unique public sector case studies, a project professional e-helpline and e-learning revision quiz. What will I learn? You personally will gain a greater control of resources, manage business and project risks more and increase your value. At an organisational level, PRINCE2 methodology allows a common, consistent approach to projects and a controlled and organised start, middle and end and regular reviews of progress against the plan to be held and assurance that the project continues to have a business justification. Who is the course aimed at? Anyone in the public sector and beyond who wants to plan and implement projects, of all sizes, duration and value. Duration and mode of delivery To become fully qualified as a PRINCE2 practitioner, both levels have to be successfully completed. Online Accreditation and assessment Upon successful completion you will be awarded full accreditation by APMG. PRICE Foundation Level VAT Practitioner Level VAT Foundation and Practitioner Level VAT Up 65 hours CPD BOOKING AND MORE INFORMATION CLASSROOM-BASED LEARNING ALSO AVAILABLE: FOUNDATION March, Edinburgh; February, Cardiff; July, Edinburgh; 29 September 1 October, Cardiff VAT PRACTITIONER March, Edinburgh; February, Cardiff; July, Edinburgh; 2 3 October, Cardiff VAT 68 CIPFA Training and development directory 2014

69 Property A BEGINNERS GUIDE TO WHOLE LIFE APPRAISAL: IMPROVING VALUE IN THE PROPERTY ESTATE...70 DEMAND-LED ASSET MANAGEMENT: THE ROLE OF CUSTOMER PROFILING...70 DEVELOPING A BUSINESS CASE FOR OFFICE RATIONALISATION...71 DRC AND THE MODERN EQUIVALENT ASSET (MEA)...71 FACILITIES MANAGEMENT: OPERATIONAL OR STRATEGIC?...72 HOUSING ASSET MANAGEMENT UNDER SELF-FINANCING..72 IFRS13 AND GENERAL UPDATE...73 INTRODUCTION TO AMP AND HOT TOPICS...73 PROPERTY OPTION APPRAISAL: THE BASIC INGREDIENTS...74 RE-THINKING GOVERNANCE AND CO-REGULATION A MASTERCLASS FOR SOCIAL HOUSING PROFESSIONALS..74 STATUTORY COMPLIANCE IN PROPERTY: A SURVIVAL GUIDE...75 Trainer spotlight Jane Lowrie Property Advisor CIPFA Property Jane is a qualified Chartered Surveyor with nearly 30 years experience in public sector property management and the property industry. For the past twelve years, she has been actively involved in strategic asset management, both within local authorities and providing consultancy support around the effective use of public sector assets. Jane has been with CIPFA Property since July 2008, during which time she has delivered various workshops and seminars and has developed close working links with various government bodies focusing on public property management, community assets and localism issues, including DCLG, the Asset Transfer Unit, Locality and National Audit agencies. BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

70 TRAINING COURSES: property A Beginners Guide to Whole Life Appraisal: Improving Value in the Property Estate Heads of property, asset managers, accountants, corporate property officers, property performance and information officers, service managers, estates managers, estates surveyors and maintenance managers and anyone involved in strategic planning, performance management and maintenance of property assets and property services. Discover how whole life appraisal can deliver the best value for money. The day will provide you with an invaluable introduction covering cost and qualitative considerations, providing practical guidance on when, and where, whole life approaches can be used. The day will provide you with: an essential and practical guide to strategic whole life issues as they relate to projects the confidence on how to make progress with an approach to whole life issues in your organisation. 21 May, London Price: VAT Demand-led Asset Management: The Role of Customer Profiling Asset managers, heads of property, service managers or anyone else involved in developing an asset strategy. Many local authorities take a short-sighted approach to property assets and continue to provide the same assets in every area without really considering the current and future demand. This varying demand is affected by change in age and social profile of the customer, technological changes and national and local policy. You will: better understand the role of customer insight in developing an asset strategy gain an appreciation of how to structure asset investment and disinvestment plans around customer profile be better prepared to work with services to deliver a sustainable asset base. 28 October, London; 29 October, Chester; 30 October, Leeds; 4 November, Bristol; 6 November, Stirling Price: VAT Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 70 CIPFA Training and development directory 2014

71 TRAINING COURSES: property Developing a Business Case for Office Rationalisation Asset managers, facilities managers, heads of property, or anyone involved in a strategic office rationalisation programme. Explore how you can make savings and efficiencies in the use of your office estate by preparing a proper business case do not become unstuck when it comes to realising your projected savings. This event will explore in detail how to develop a business case and what should be included. You will: better understand the key costs and benefits required for a business case gain an appreciation of how to take account of risk and uncertainty be better prepared for achieving consistency when comparing different options such as freehold against leasehold, new build versus refurbishment, desk ratios and m² per person / workstation. 10 November, London; 11 November, Leeds; 13 November, Bristol Price: VAT Depreciated Replacement Cost (DRC) and the Modern Equivalent Asset (MEA) Anyone in commissioning, managing or undertaking capital asset valuations in local authorities, including valuers and finance staff. This event will look at how a local authority valuing assets using depreciated replacement cost can assess the modern equivalent asset. Assessing obsolescence is key to providing an accurate DRC valuation, but how should a valuer approach physical, functional and economic obsolescence? You will: better understand the basis for establishing the MEA gain an appreciation of process, procedures and references in developing the MEA get a greater understanding of how the design and use of an asset affects obsolescence adjustment to the MEA. 23 September, London; 24 September, Leeds; 25 September, Chester; 30 September, Bristol; 2 October, Stirling Price: VAT BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

72 TRAINING COURSES: property Facilities Management: Operational or Strategic? Vital for asset managers, facilities managers, heads of property, or anyone else involved in or overseeing a strategic property function. Facilities management within local authorities is often considered to be an operational function rather than strategic. Many authorities therefore still source and manage these operations in a relatively unstructured way with very little, if any, central co-ordination, and with little regard to strategic asset management outcomes. This event seeks to help you address this. You will: better understand the complexities of facilities management and the links to strategic asset management gain an appreciation of how to drive efficiencies through a more strategic approach better understand the importance of recognising the impact that strategic facilities management has on the success of the core business. Housing Asset Management under Self-financing Asset managers, housing managers new to asset management, heads of property, or anyone else involved in or overseeing the development of a housing asset management plan (AMP). With the move to self-financing it is more important than ever that those responsible for housing develop reliable asset management plans which are fully integrated with the business plan. This event will encourage you to develop a housing AMP beyond the existing housing stock and prepare a more robust approach. You will: understand the key components of a housing AMP gain an appreciation of the role and process of assessing asset demand and supply be better prepared for how future changes to national or local policy might impact upon the housing AMP. 2 December, Leeds; 3 December, London 18 February, London; 19 February, Chester; 20 February, Leeds; 26 February, Stirling Price: VAT Price: VAT Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 72 CIPFA Training and development directory 2014

73 TRAINING COURSES: property IFRS13 and General Update Anyone in commissioning, managing or undertaking capital asset valuations in local authorities, including valuers and finance staff. What will the introduction of IFRS13 mean to local authorities and the asset valuations they carry out or procure? IFRS13 will bring with it a change to the definition of fair value with local authorities being required to establish highest and best use values for some assets currently valued to existing use value. You will: better understand the implications of IFRS13 on local authority asset valuations gain an appreciation of the enquiries that the valuer will in future have to undertake in determining the correct basis of value be better prepared for managing the changes in the definition of fair value. Introduction to AMP and Hot Topics Property professionals, service managers, finance professionals and anyone who has an interest or responsibility in the management or maintenance of buildings within the public sector. This event will provide you with an overview of the practical issues that you need to know including structures, roles and responsibilities and hot topics including the Localism Act and the right to bid and challenge, TIFs, LABVs and much more. You will gain a practical understanding of property asset management in the public sector and have an opportunity to raise questions on specific topics and issues. 20 May, London Price: VAT 18 March, London; 19 March, Leeds; 20 March, Chester; 25 March, Bristol; 27 March, Stirling Price: VAT BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

74 TRAINING COURSES: property Property Option Appraisal: The Basic Ingredients Vital for asset managers, heads of property, project managers, designers, facilities managers, estate managers, and anyone involved in making property related decisions. We make choices all the time, but often we give little thought to them because they are unimportant or we are comfortable in our decisions. But when there is public money at risk, a major project to decide on, or even the future of a service at stake, have we got the tools we need to make choices? You will: better understand the basic components of a structured option appraisal process gain an appreciation of the practical steps in an option appraisal develop your confidence in the decisions you are making. 22 May, London Price: VAT Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 74 CIPFA Training and development directory 2014

75 TRAINING COURSES: property Statutory Compliance in Property: A Survival Guide Vital for premises managers, asset managers, facilities managers, heads of property, or anyone else with responsibilities for compliance issues within buildings. This event considers ever reducing budgets. Local authorities find themselves increasingly vulnerable to something going wrong in terms of their statutory responsibilities for compliance with the buildings that they own, manage and occupy. You will: better understand the statutory and non-statutory requirements in terms of buildings compliance gain an appreciation of what weaknesses in your approach can mean in practical terms be better prepared for the consequences of non-compliance and how to critically analyse your processes to manage risk. MORE PROPERTY EVENTS Both of CIPFA s Asset Management Property and Highways Asset Management Property Networks hold a series of rolling technical updates around England, Scotland and Wales throughout the year on the latest issues concerning the sector. Each event will earn 5 hours towards your CPD. Events will also be launched in 2014 in Northern Ireland. To view these events please visit and search for these Networks in the Service tab. For the latest news, information and guidance on CIPFA Property visit 2 June, London; 3 June, Leeds; 5 June, Stirling Price: VAT BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

76 Public sector reform A STRATEGIC REVIEW OF COUNCIL TAX STRATEGY SUPPORTING LA S AS THEY DECIDE ON YEAR 3 STRATEGY..77 AUTUMN STRATEGIC BRIEFINGS: POLICE...77 LEGISLATION AND DEVELOPMENTS IN BENEFITS PREPARING FOR CHANGE...78 LOOKING AHEAD IN 2014: WHERE CAN WE SEE ANSWERS CBRS BENEFITS SERIES 4 13/ MUTUALLY BENEFICIAL? NEW MODELS FOR SOCIAL HOUSING...79 SPRING STRATEGIC UPDATE HOUSING BENEFITS AND WELFARE REFORM FOR LOCAL AUTHORITIES...82 THE A Z OF SUPPORTED ACCOMMODATION...82 UNDERSTANDING THE FINANCIAL AND SOCIAL IMPACT OF COMMUNITY BUDGETS...83 UNDERSTANDING THE STRUCTURES AND FINANCIAL ASPECTS OF SHARED SERVICES AND DIFFERENT DELIVERY MODELS...83 PREPARING FOR NNDR1 AND STRATEGIES FOR A SUCCESSFUL RE-THINKING THE RELATIONSHIP A COUNTYWIDE CONSIDERATION OF THE BUSINESS RATES AND WELFARE CHANGES REVENUES NDR INTRODUCTORY GUIDE TO BUSINESS RATES TWO DAY REVENUES SETTLEMENT CHALLENGES AND THE OTHER CHANGES THAT IMPACT ON REVENUES...81 REVENUES SETTLEMENT CHALLENGES AND THE OTHER CHANGES THAT IMPACT ON REVENUES...81 Good to hear from two OPCC s to get their perspective on progress to date. It provided a different perspective on PCC s. I also appreciated that there was plenty of opportunity to network in the breaks and at lunch. Clare Nuttall, Strategy, Planning and Policy Officer, Greater Manchester Police on the Police Spring Strategic Briefing 2013 Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 76 CIPFA Training and development directory 2014

77 TRAINING COURSES: public sector reform A Strategic Review of Council Tax Strategy Supporting LA s as they decide on Year 3 Strategy Revenues and benefits managers involved in this area of delivery. This event will give an insight into the policies and approaches being taken across the country what is working and how this can start to link up welfare reform at the local level. After attending, you will be better equipped to understand the different schemes around the country, strategically link to the wider local welfare agenda and reconsider your own scheme following case study evidence. 8 July, London; 15 July, London Autumn Strategic Briefings: Police Head of corporate development/strategic development, head of finance and finance staff, office of police and crime commissioner staff, police force/opcc leads on police reform and transformation. This event will provide a briefing on the latest strategic issues for policing, including police reform and developments in corporate and financial issues. You will gain a practical appreciation of: the latest strategic issues and developments their implications for PCCs and police forces the actions needed at the local level. November, Leeds, London and Bristol BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

78 TRAINING COURSES: public sector reform Legislation and Developments in Benefits Preparing for Change Housing benefit staff who need operational detail to deliver their service. This event will give an insight into the policies and latest developments within benefits and welfare reform. After attending this event you will be better equipped to: have a full appreciation of the current changes know recent case law work confidently with new legislation. 9 September, Birmingham; 10 September, Leeds; 11 September, Durham; 16 September, Newmarket; 17 September, London; 23 September, Exeter; 24 September, Bristol; 30 September, London Looking Ahead in 2014: Where Can We See Answers CBRS Benefits Series 4 13 /14 Housing benefit staff requiring a comprehensive understanding of the changing policy and operational landscape. This event will give an insight into the policies and latest developments within the benefits area. After attending this event you will be better equipped to: consider future plans review operational costs explain the implications to your staff. 4 February, Newmarket; 5 February, London Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 78 CIPFA Training and development directory 2014

79 TRAINING COURSES: public sector reform Mutually Beneficial? New Models for Social Housing Finance directors, performance and governance managers, accountants and asset managers who work for social housing landlords (including stock retained local authorities, ALMOs and housing associations). Explore in detail the benefits and pitfalls of setting up mutuals as delivery vehicles for all aspects of social housing, including new build and management and maintenance. After attending, you will be able to: compare and contrast the advantages and disadvantages of mutuals and explain this to others in your organisation, stakeholders and partners benchmark the quality and cost performance of mutuals against those of your own organisation understand the detail of the legal, governance and financial implications of transferring part, or all of your business and services, to mutual ownership. Preparing for NNDR1 and Strategies for a Successful 2015 Revenues managers who are dealing with the challenges of the forms for business rates. This event will give a technical overview of the NNDR1 form and any latest updates. After attending this event you will be better equipped to: complete the NNDR1 forms understand how they link with the budget work confidently with new changes. 15 October, Winchester; 16 October, Exeter; 23 October, Manchester; 4 November, Leeds; 5 November, Durham; 18 November, London; 20 November, Cambridge 2 December, Durham; 3 December, Birmingham; 5 December, London BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

80 TRAINING COURSES: public sector reform Re-thinking the Relationship A Countywide Consideration of the Business Rates and Welfare Changes County council accountants and policy staff who are involved in the relationship with billing authorities as well as local authority managers from revenues and benefits. This event covers how the relationship has changed and the impact on customers as the budget dynamic changes. After attending this event you will be better equipped to: understand the technical detail of changes appreciate the impact on stakeholders and how this can be varied consider the next development steps. 4 December, London; 11 December, York Revenues NDR Introductory Guide to Business Rates two day Staff wanting a technical understanding of business rates. This event will give you an explanation of the legislation surrounding this topic. After attending this event you will be better equipped to: understand the legislation appreciate the importance of business rates on the budget work confidently around other business rate professionals. 4 5 August, London 14 hours CPD Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 80 CIPFA Training and development directory 2014

81 TRAINING COURSES: public sector reform Revenues Settlement Challenges and the Other Changes that Impact on Revenues Revenues managers and senior staff who need the latest information and updates. This event will give an insight into the financial challenges faced and the role of revenues in After attending this event you will better understand the policy landscape and be equipped to reflect new changes into your future plans. You will also have the confidence that your operational knowledge is up to date. 25 February, Cambridge; 27 February, Birmingham; 4 March, Winchester; 5 March, Exeter; 18 March, Leeds; 20 March, Durham; 27 March, London Revenues Supporting Local Authorities prepare for the Enforcement Changes and other Changes that Impact on Revenues Revenues managers and senior staff who need the latest information and updates. These events will give an insight into the enforcement challenges faced and the role of revenues in After attending this series you will be: better able to understand the requirements of the new legislation equipped to reflect new changes into your future plans confident that your operational knowledge is up to date. 25 February, Cambridge; 27 February, Birmingham; 4 March, Winchester; 5 March, Exeter; 18 March, Leeds; 20 March, Durham; 27 March, London BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

82 TRAINING COURSES: public sector reform Spring Strategic Update Housing Benefits and Welfare Reform for Local Authorities Housing benefit staff needing operational detail to deliver their service. This event will give an insight into the policies and latest developments within benefits and welfare reform. After attending this event you will be better equipped to understand the legislation, appreciate the importance of welfare reform and the impact on local benefit and welfare services, and explain the implications to your benefits staff. 1 May, Newmarket; 7 May, York; 13 May, Winchester; 14 May, London; 19 May, Exeter; 20 May, Bristol; 21 May, Birmingham The A Z of Supported Accommodation Staff wanting a technical understanding of this challenging area. This event will give an explanation of the legislation and case law surrounding this topic. After attending this event you will be better equipped to understand the legislation and its interpretation by tribunals and the courts plus the difficult nature of supported accommodation and the impact on the wider role of local authority welfare services. 7 July, York; 16 July, London Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 82 CIPFA Training and development directory 2014

83 TRAINING COURSES: public sector reform Understanding the Financial and Social Impact of Community Budgets Local authority accountants who are involved or interested in the community budgets agenda. This event provides you with a range of sessions covering different aspects of the community budget agenda. This will consider the work CIPFA is undertaking on identifying organisational spend across this initiative and also the financial and social impact of this delivery mode. After attending this event you will be better equipped to understand the structures and flexibilities of the community budget model and the financial and social challenges and opportunities of the initiative. 4 November, Leeds; 6 November, Chester; 12 November, London; 13 November, Bristol Understanding the Structures and Financial Aspects of Shared Services and Different Delivery Models Local authority accountants who are involved or considering different approaches to deliver services. CIPFA s Finance Advisory Network delivers this event with the focus on the structures and financial aspect of shared services, social enterprises models (such as staff mutuals), community interest companies, charities and local authority traded companies. After attending this event you will be better equipped to understand the structures of each option and the financial flexibilities, challenges and opportunities of each. 4 June, Manchester; 5 June, Bristol; 6 June, Cardiff; 10 June, Leeds; 11 June, London BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory

84 LOOKING AHEAD IN 2014 Police: Spring Strategic Briefings This event will provide a briefing on the latest strategic issues for policing, including police reform and developments in corporate and financial issues. Gain a practical appreciation of the latest strategic issues and development, their implications for PCCs and police forces, and the actions needed at the local level. March, Leeds, London and Bristol The Latest on Social Care Reform Social care reform is now progressing rapidly and all practitioners need to be aware of the road map of progress. If adult social care is going to respond to the challenges of the 21st century, practitioners need to be fully aware of how the new social care support system will work, how it will be funded and indeed what steps are needed to properly prepare for it. A must-attend event for accountants and health and social care practitioners who are involved in delivering the social care reform agenda. July, London and Manchester Prices listed above are the standard rates for public sector employees. Members of CIPFA s Networks, CIPFA members and others may be entitled to other prices. Please view the events on the CIPFA website for full pricing and details. In all cases CIPFA reserves the right to alter event details and dates. 84 CIPFA Training and development directory 2014

85 TRAINING COURSES: public sector reform Trainer spotlight John Maddocks CIPFA Technical Manager, Charities, Social Enterprises and Sustainability John is an accountant with over 20 years experience of working in and with cooperatives, charities, and social enterprises. He works closely with the CIPFA Charities and Social Enterprises Panel and the CIPFA Sustainability Working Group and has contributed to a range of CIPFA publications, courses and workshops on related topics. Previous publications include Social enterprise and public service delivery and Whole life costing, and John also contributes regularly to the CIPFA TISonline information service. Prior to joining CIPFA, John was Director of Research at the Centre of Excellence in Accounting and Reporting for Co-operatives (CEARC), at Saint Mary s University, Nova Scotia. BOOK /events ENQUIRIES cipfabookings@cipfa.org IN-HOUSE TRAINING AT YOUR LOCATION inhousetraining@cipfa.org CIPFA Training and development directory