Financial Management Workshop - targeting new and aspiring principals as well as those wanting to refresh their knowledge of financial management - this workshop is for you!

The workshop is designed for school leaders and covers planning, developing and monitoring efficient and effective use of school resources:


  • Budget - planning and revision
  • Monthly and Annual Reports - how to read and understand
  • Banking Staffing - monitoring and tracking with your budget.
  • Legal requirements - Ministry of Education and Auditors
  • Governance and management roles - relating to financial management

When:  Two seperate dates and venues (to be confirmed) in Term 2 - venue Pukekohe and Manurewa

Numbers are limited so contact us early for registration.


Xero Users Workshop

This workshop is designed to provide users of Xero Accounting Software with tips and tricks to maximise efficiency.

The key components include:

  • Tips and Tricks on processing accounts payables and receivables
  • Tips and Tricks on processing banking, cheques and transactions
  • How to scan and save invoices into Xero
  • Locating transactions and reporting
  • "Drilling" on transactions to find the source

When:  An annual workshop is held - please contact us if you wish to have you name added for registration to the next session.


Board of Trustee Individual Workshops

The course is customised to your school and covers the repsonsibilities of financial management and responsibilities of the Board members.

The key components include:

  • Legal requirements and the role of the Ministry of Education and the Office of the Auditor General in school financial matters
  • Governance and Management relating to financial management
  • Policies, procedures and systems for review.
  • Budget planning, ratification and revision
  • Monthly and Annual reports on how to read and understand them.

When:  Venue at your school with your board. Time can be flexible, but we would recommend a 3 hours session.

The workshop will be tailored to review your school's financial accounts and budget.  

Contact us for registering your school.



Contact us
Unit 10,
18 Moselle Avenue
Ph : 09 837 1388
Fax: 09 837 2240