Introduction to Budgeting


Event summary

This course will provide delegates with a good basic understanding of how to set, monitor and report on their local service budgets. Delegates will learn how to identify and understand variances within their budget and how to provide more meaningful forecasts and monitoring information.


20 June 2019
Starts: 10:00
Ends: 16:00


CIPFA Mansell Street
77 Mansell Street
Greater London
E1 8AN
[See map]

Standard price

£345.00 excl VAT

Network Member Price

£295.00 excl VAT

*the event has started.

About this event

Who should attend?

The programme is aimed primarily at local authority, non-finance managers who have responsibility for the setting, forecasting, monitoring and reporting of local service budgets. It would also be useful to finance support staff who are new to the role of supporting budget holders with the provision of forecasting information.

How you will benefit

Attendees will benefit from:

  • a better understanding of budgetary control, variance analysis, ongoing budget monitoring and financial reporting

  • an awareness of how to link budgets to service plans, how to identify and estimate future income and expenditure levels and how to build savings targets into a budget

  • practical examples of the different ways to build a budget, varying cost types, how to distinguish between net and gross income and expenditure and what to include and not to include in a budget.


  • Accounting
  • / Capital finance
  • / Financial management
  • / Financial reporting
  • / Local government
  • / Risk management

Download programme schedule

PDF 158 KB

Speaker - Sandra Beard, FAN Advisor

Sandra Beard

Sandra is a qualified accountant, and has 15 years’ experience in local government working at Warwickshire County Council, initially as a Principal Accountant within Adult Social Care and then as the Capital Accountant within Corporate. She joined the CIPFA Fan Advisory Network as a FAN Advisor in 2017 providing advice and support to practitioners across the Public Sector. E:, T: 02476 591922.