Long-Term Financial Planning
30 July 2010, Glasgow

This one day course is set against the background of the economic downturn with an insight in to the changing economic background and the need to change public sector short-term behaviours in order to plan for the long-term.

Elected members, board members, Service Managers, senior finance staff and senior managers who need to understand and practically apply the principles of long-term financial planning.

Delegates will gain an understanding of the key practices in how to look forward and in projecting the baseline gap. This is linked to the importance of the organisational vision for the future, the importance of demographics, and considers how the effects of capital investment, governance arrangements and engaging with stakeholders are critical to long term financial planning.

The CIPFA Directors of Finance Section has published a good practice checklist which covers long term financial planning. The checklist is an aide-memoire which provides a starting point to embedding long term financial planning in Scotland’s local authorities. There is no single or preferred recognised methodology but the checklist summarises what is considered to be good practice and provides practical guidance to Scotland’s senior finance and resources planning staff.

The checklist addresses the period of financial planning, financial modeling, resource allocation, systematic review of budget savings options, financial risk management, governance arrangements and stakeholder awareness.

Download the check list

Since May 2007 CIPFA Scotland has been delivering all of our training courses, workshops and seminars in accordance to our sustainability strategy.

We don't provide hardcopy course materials to delegates. These are now distributed by email. We are striving to reduce our carbon footprint in everyway that we can, and we hope that we can count on your support.