Financial Literacy Workshop

FINANCIAL LITERACY WORKSHOP

This workshop, available for 20 AHISA General and Aspirant members, is designed to introduce Participants to the knowledge required to oversee financial responsibility of an independent school. John Somerset will lead aspirants through financial papers and the ‘need to know’ imperatives for school management.

Current AHISA Heads will share their experience of that theory in practice, discuss the relationship between a Head and Business Manager (or equivalent) and be available for general questions.

Additionally a session on governance in schools will focus on good governance practices including: particular responsibilities for Board members and Chairs, their roles and responsibilities and how that intersects with the role of a Principal.

The Financial Literacy workshop will also provide an informal opportunity to network with other aspirants and AHISA members and to seek further information that might support attendees in their quest for school leadership.

A full complement of 20 attendees is necessary for the Workshop to proceed.

PROGRAM OUTLINE

SATURDAY 14 JULY 2018

0800 Registration opens

0830 Welcome and introduction

0900 Session 1: John Somerset: Understanding financial responsibilities and accounting

1030 Morning Tea

1100 Session 2: John Somerset: Applying accounting and analysis techniques

1230 Lunch

1330 Session 3: Chris Ivey: Theory versus practice in financial management of a school

1530 Afternoon Tea

1600 Session 4: John Somerset: The Future

1700 Day concludes

1730 Pre-dinner drinks

1800 Group dinner

SUNDAY 15 JULY 2018

0830 Arrival tea and coffee

0900 Session 1: Craig Bassingthwaighte: What do you need to know about the governance of schools?

1030 Morning Tea

1100 Session 2: Discussion led by AHISA CEO Beth Blackwood: Exploring leadership

1230 Lunch

1330 Day concludes

*Program subject to change

WORKSHOP FACILITATOR

John Somerset, Somerset Education

John Somerset has practiced in chartered accounting for over 30 years, with the past 25 years dedicated to the financial health of

non-government schools. Qualifications include Bachelor of Commerce, University of Queensland and a Masters by research at Queensland University of Technology on his passion – financial sustainability of schools. John has been a governor on school boards since year 2000 and he is currently President of Independent Schools Queensland and Director Independent Schools Council of Australia.

The Non-Government Schools Financial Performance Survey, operated by Somerset Education is utilised by most AHISA Heads to benchmark their financial health against like schools.

REGISTRATION

Single Registration $800.00 per person (+ Booking Fee)

Registration is only open to AHISA General Members and AHISA Aspirant Members.

Places are strictly limited to 20 delegates. Register early to avoid disappointment.

Online payment can be made by Visa, MasterCard or American Express (credit card surcharges apply).

Registrations close Friday 15 June 2018 (or until full). No refunds will be made after this date.