Introduction to Treasury Management 2024

Event

Event summary

Being held across two half day sessions, the Introduction to Treasury Management workshop has been refreshed and returns for 2024.

With the renewed focus on risk in the Sector, this is a must-have course for anyone new to Treasury Management.

DAY ONE: Tuesday 4 June - 10:00-13:00

DAY TWO: Wednesday 5 June - 10:00-13:00

Please note: When registering for this event you will be registering for BOTH days.

Date

Starts:
04 Jun 2024 10:00
Ends:
05 Jun 2024 13:00

Location

Webinar

Standard price

£365.00 excl VAT

Network Member Price

£310.00 excl VAT

Book now

About this event

Who should attend

This course is for anyone new to Treasury Management in a Local Authority, or anyone who is looking to refresh their knowledge.

How you will benefit

This course will look at:

  • The legislative and regulatory framework of Treasury Management.
  • The Governance framework.
  • The key documents that you need to produce.
  • The tools you need to manage your borrowing and debt.
  • How you manage risks and monitor them.

CPD Hours

A total of 6 CPD hours. (You must attend BOTH days)

 

Topics

  • Accounting
  • / Capital finance
  • / Financial management
  • / Governance
  • / Local government
  • / Risk management
  • / Treasury management

Speaker - Nick Harvey, Technical Advisor, CIPFA

Nick Harvey, Technical Advisor, CIPFA

Nick is the technical advisor for CIPFA's Treasury Management and Pensions Networks. He will be leading on revisions to and guidance on the Treasury Management and Prudential Codes. He will also be advising on the changing pension fund investment landscape, particularly the move towards more diverse and sustainable portfolios.

He has 14 years of experience as a treasury practitioner at principal officer level, as well as five years of experience overseeing pension fund investments and three years of experience managing a banking team. Nick joined CIPFA in 2021.

Speaker - Rebecca Hewitt - Public Finance Technical Advisor, CIPFA

Rebecca Hewitt

Rebecca joined the Public Financial Management team at CIPFA in 2023 as a technical advisor, following a 20-year career working in local government and for a treasury advisory company. A CIPFA-qualified accountant, she has experience across technical accounting, closedown of accounts, budgeting and financial management for different types of local authorities. Her main areas of expertise are capital and treasury management.

Webchat is available Monday to Friday, 09:00 - 17:00 (excluding UK bank holidays).