Understanding and implementing the ITP financial handbook

Are you ready for the ESFA’s financial handbook? From 1 August, the ESFA have set out a number of requirements and recommendations for independent training providers and employer providers relating to financial management and governance.

We’d recommend joining this deep-dive CPD session – led by funding and compliance specialist, David Lockhart-Hawkins - to explore the approaches and obligations set out in the financial handbook, what this means in practice for ITPs and the financial and governance arrangements you will need to have in place.

During the session, we’ll take you through:

• The principles, structures and requirements set out in the handbook
• Effective practice relating to governance and financial management
• DfE assurance, oversight and intervention
• What this means in practice
• The resources and cost of implementation
• The actions you will need to take
  You will also receive two resources a Financial Handbook Compliance Checklist and a Risk Register Template.
  The webinar will take place on Friday 8 Nov (9.30-12.30pm)

You can book onto the webinar for £`150 (+vat). If you have several staff who would benefit, let us know and we’ll send you details of the most cost-effective way of accessing the session.

If you have several staff who would benefit, contact us below and we can let you know the most cost-effective way of you accessing the support.

Unable to make date / time? Register anyway and we’ll send you the recording and materials.

Who is this for?

This session is designed for leaders and managers in independent training providers (ITPs) and employer providers.
The financial handbook applies to the following organisations in receipt of post 16 funding from DfE/ESFA:

Providers covered by the handbook

• private limited companies

• private companies limited by guarantee

• private companies limited by guarantee, no share capital issued

• private limited companies limited by guarantee, no share capital issued limited exemption

• private unlimited companies

• companies incorporated by royal charter

• industrial / provident companies

• public limited companies

• partnerships and sole traders

• limited liability partnerships • community interest companies

• charitable incorporated organisations

• charitable unincorporated associations

• charitable trusts

• other charities

• employer associations

• independent associations

• employer-providers (who are also any of the above)

Facilitators and speakers

David Lockhart-Hawkins, SDN’s compliance expert will facilitate this series.

David has experience of working with hundreds of high performing apprenticeship organisations over the last twenty years, including some of the UK’s largest, highest quality, specialist and new providers.

Why an SDN webinar?

SDN has directly supported 50 EPAOs, as well as 5,000 apprenticeship staff trainers and managers, to prepare to deliver apprenticeship standards and end-point assessment. We’ve also worked closely with over 80 of the trailblazer employer groups, giving us a unique insight into what is required.

Payment

To keep costs down, payment for the webinar series must be made online via credit card (book below). If you are a Local Authority, and unable to book via card, please email us on: [email protected]

Terms and Conditions

The Terms and Conditions (including our refund policy) for SDN events and webinars can be found here. When you make a booking, you agree to these Terms and Conditions (including those who request a booking via email and invoice)

Any questions, please email the SDN events team: [email protected]

Host or Publisher Strategic Development Network - SDN