Accountancy, Finance Skills Training for Housing Associations by elfphabet2

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Accountancy, Finance




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                                                                                   5
& Skills Training for
Housing Associations
Open Course & In-house Programme 2009/2010


London and Manchester based courses covering:
	Accounts for Housing Associations
	Introduction to RSL Finance
	Treasury Management for Housing Associations
	Corporation Tax for Housing Associations
	Taxation of Property Transactions
	 Essentials for Housing Associations
  VAT
	 – Partial Exemption for Housing Associations (1/2 day)
  VAT
	 on Land and Development for Housing Associations (1/2 day)
  VAT
	Finance for Non-Finance Budget Holders in Housing Associations
	Practical Budgeting for Housing Associations
	 Management for Housing Associations
  Risk
	Procurement for Housing Associations – Demonstrating Value for Money
	Credit & Cash Control for Housing Associations
	Project Management
	Managing People for Results
 2

Past Housing Association
Clients Include:

Accord Housing Association
Adactus Housing Group
Amber Valley Housing                Dear Colleague,
Aspire Housing Association
Beaver Housing Society
Bromford Group                      Quorum Training is delighted to announce the addition of 10 new titles to
Brunel & Family Housing             our series of finance, accountancy and skills training designed specifically
Buckinghamshire Housing
Catalyst Housing Group              for housing associations.
Central & Cecil Housing Trust
Circle 33 Housing Trust
Circle Anglia Ltd                   In difficult market conditions it’s even more important for housing
Croydon Churches Housing Assoc      associations to effectively manage their finance streams, control costs,
Dane Housing
Devon Community Housing Society     anticipate and manage risk and demonstrate value for money. Our ten
East Northamptonshire Housing       new titles reflect the changing role of the finance professional within
Elgar Housing Association
Endeavour Housing Association       housing associations, and the need for all those with budgetary control to
English Rural Housing
Erimus Housing
                                    have a firm grasp of housing association finance.
Estuary Housing Association
Family Housing Association
Family Mosaic Housing
                                    For the first time, we are also offering dates outside of London, with 13 of
Festival Housing Group              the course titles also taking place in Manchester.
Frays Housing Association
Gallions Housing Association
Guinness Northern Counties          We are also delighted to announce a brand new series of one-hour webinar
Guinness Trust
Gwalia Housing Group                updates designed specifically for housing associations. The quarterly
Hanover Housing Association         updates offer you a timely update on changes in tax, accounting standards
Heart of England Housing Group
Hestia Housing & Support            and other regulations relating to the Housing Association Sector. They are
Hexagon Housing Association         broadcast directly to your desktop, last approximately one hour and offer
High Weald Housing Association
Hyde Housing Association            you the opportunity to ask questions and respond to spot polls. You can
Inquilab Housing Association        see further details on page 4.
Irwell Valley Housing Association
Islington Community Housing
Landmark Housing Association        We are also very aware that training budgets are tight in the current
Leicester Newarke Housing
Liverpool Housing Trust             climate. This is why we have introduced a new membership scheme
London & Quadrant Housing Trust     especially for housing associations. Membership costs just £250+VAT per
Luton Community Housing
Mercian Housing Association         annum and offers you the following benefits:
Metropolitan Housing Trust
Midland Heart
Network Housing Association         	Allows you to book any housing association course for just
New Era Housing Association           £295+VAT.
Newlon Housing
Octavia Hill Housing                	Gives you free access to the ‘Finance Update for Housing
Parkway Green Housing Trust           Associations’ webinars.
Peabody Trust
Plus Housing Group                  	A login facility that allows you to track your organisation’s training
Portsmouth Housing Association        and CPD
Sanctuary Housing Association
Sentinel Housing Group              	Access to over 180 other Quorum Training course titles at the same
Severnside Housing                    discounted rate of £295+VAT. For details of other programmes,
Shaftesbury Housing Association
Sheffield Homes                       please see our website at www.quorumtraining.co.uk
Shepherds Bush Housing
South Liverpool Housing
South Yorkshire Housing             I hope that you find our new programme for housing associations of
Southern Housing Group              interest, and look forward to welcoming you to one of our courses in the
Sovereign Housing Association
Springboard Housing Association     near future.
Swan Housing Association
Thames Valley Housing Association
Thanet Community Housing            Yours sincerely
Three Rivers Housing Association
Toynbee Housing Association
Ujima Housing Association Ltd
Wales & West Housing
Walsall Housing Group
Wandle Housing Association
Warrington Housing Association
Waterloo Housing Association Ltd
Wessex Housing Partnership          Simon Dieppe
West Kent Housing Association       Managing Director
Whitefriars Housing Group
Wrekin Housing Trust                Quorum Training
Wyre Forest Community Housing




  www.quorumtraining.co.uk
                                                                                                   4


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Quorum Membership for Housing Associations:

    Save £155 per course
    Joining Quorum Training’s membership scheme will cost you just £250+VAT per year and allow you to
    book any one of the courses contained in this brochure for just £295+VAT…a saving of £155 per course.
    You will start making considerable savings as soon as you book your second course.

    Other benefits include:

    	Free access to the ‘Finance Update for Housing Associations’ webinars worth £200 per annum.
    	A login facility that allows you to track your organisation’s training and CPD
    	£200 off the flat rate cost of in-house training
    	Access to over 150 other Quorum Training course titles at the same discounted rate of £295+VAT.
      For details of other programmes, please see our website at www.quorumtraining.co.uk

              You can join the membership scheme by:

              	Completing and returning the attached booking form
              	Visiting our website at www.quorumtraining.co.uk/membership
              	Calling 0207 553 3319
              	Emailing Peter Jaques at pjaques@quorumtraining.co.uk for further details




In-house Training:
If you have more than 5 people that you would like
trained, we can deliver any of the aforementioned
titles, and many more, directly to your office. This
saves you time and expense travelling.

We offer a flat fee of £2100+VAT per day (£1900+VAT
for members) plus the travel expenses for our in-
house training. The more people you can have
trained, the cheaper per person it is. If you are able
to join together with other housing associations in
your area to form a local training consortium, it can
become a very economical method of training your                                BROCHURE KEY
staff.
                                                                                    CPD         Lunch
                                                                                   Hours      included
If you would like more information about our
in-house training, or if you would like to discuss
bringing our trainers to a local consortium of housing
associations, please call Simon Dieppe on 0121 362
7536 or email sdieppe@quorumtraining.co.uk



                                                                               Phone: +44 (0) 121 362 7536
 4



Quarterly Webinar Updates:
Quorum Training are introducing NEW live and interactive online seminars. The ‘webinars’ are streamed directly to your
desktop allowing you to gain the training you need from your own office.
The webinars are fully interactive incorporating polls and text based questions directed to the experienced presenters:
	They are approximately 1 hour in duration
	You can download course notes from the webinar site 30 minutes before the webinar commences
	Technical support is available from the Webinar Helpline
Upon booking, you will receive a link together with your login details and password to
access the webinar with the joining instructions.


Finance Update for Housing Associations –
FREE to Quorum Members
The Finance Update for Housing Associations will run quarterly and will
offer timely information covering the following:
	Any changes in financial reporting rules relating to housing sssociations
	Taxation changes that might affect housing associations
	Corporate governance and risk management issues
To find out how to become a member, please see page 3.

Webinar Presenters:
Jo Brewer (BSc (Hons), ACA) has specialised in working with housing associations for eight years since joining Smith
& Williamson as a qualified accountant. She has attended the ICAEW’s social housing sub-committee and has spoken
at several seminars on accounting issues for registered social landlords. Jo currently manages a number of Smith &
Williamson’s housing association audits including the Guinness Trust Group, Maidstone Housing Trust and Salvation Army
Housing Association. She is also responsible for the design and delivery of Smith & Williamson’s social housing (RP) sector
national training programme.
Maame-Yaa Bempah (BSc (Hons), ACA) has a number of RP clients within her client portfolio and has had experience
in the Housing Associations sector at a variety of levels. Having trained at Smith & Williamson, she has led the audits of
Agudas Israel Housing Association, Livability (formerly John Grooms), and Guinness Trust.
About Smith & Williamson:
Smith & Williamson is an independent professional and financial services group. Accountancy Age ranks them as the
eighth largest accounting firm in the UK.
Specialising in the housing association sector since the mid 1960s, Smith & Williamson’s expertise in the registered
provider of social housing (RP) sector is reflected by their representation on a number of key bodies influencing the sector,
including the social housing sub-committee of the ICAEW and the SORP working party. The social housing team advises
over 100 RPs and related organisations, including large property companies in the private sector.
In addition to the traditional assurance work of external audit, the team delivers a wide range of consultancy ranging from
efficiency reviews and tax advice to merger due diligence. For further details, please see www.smith.williamson.co.uk/
registered-providers-of-social-housing
Dates & Venue:       Friday 4th December 2009      Friday 4th June 2010                     HOW TO BOOK?
                     (free launch webinar)
                     Friday 5th March 2010
                                                   Friday 3rd September 2010
                                                   Friday 3rd December 2010         	 pagethethe brochure on the
                                                                                     Complete
                                                                                     back      of
                                                                                                  booking form

Your Office:         10am - 11am                                                    	 our customer email: team on
                                                                                     Call
                                                                                     0121 362 7690 or
                                                                                                      service
Cost:                Whole Series of 4             Individual
                                                                                       courses@quorumtraining.co.uk
Non-Members:         £200+VAT                      £75 +VAT
Members:             FREE                          FREE                             	
                                                                                   	 Visit our website at
                                                                                     www.quorumtraining.co.uk/webinars



  www.quorumtraining.co.uk
                                              In Association with
                                                                                                            5



Accounts for Housing Associations
Course Objectives:

This one day course is designed for housing
association finance staff who require an update for
recent reporting and accounting developments or
who are preparing housing association accounts for
the first time.

Course Content:

	Introduction
	Background to housing association accounting
	The statutory format of housing association
  accounts - Accounting Requirements for
  Registered Social Landlords General
  Determination 2006
	The preferred accounting treatments in
  housing association accounts - The Statement of
  Recommended Practice including Update 2008
	Major changes arising from the new SORP and
  the practical implications
	Case study
	Recovery of capital grant, disposal proceeds fund
	Practical examples
	Review, questions and discussion                    If you would like to book any course or would like details
                                                      about running a course as an in-house programme
Who should Attend:                                    please call customer service team on 0121 362 7690 or
                                                      email: courses@quorumtraining.co.uk or book online
Finance staff at all levels who are new to housing    at www.quorumtraining.co.uk. To find out more
associations.                                         about becoming a Quorum Training Member see page 3.

Dates & Venues:
London:         5th October 2009
                8th February 2010
                                                           Course Trainer:
                4th October 2010
                                                           Ann Strangwood is a Finance Director,
Manchester:     21st June 2010
                                                           Rosebery Housing Group, which includes
                                                           a predominantly general needs housing
Cost:
                                                           association, a special needs housing association
Non-Members: £450+VAT                                      and a joint venture maintenance company.
Members: £295+VAT                                          Previously, she has headed the internal audit
                                                           department of Orbit Housing Association and
Timing:                                                    worked at a senior level in the accountancy
                                                           profession, where she provided advisory services
One Day Course – 09:30 – 17:00                             to fifty housing associations.



                                                                                  Phone: +44 (0) 121 362 7536
 6



Introduction to RSL Finance
Course Objectives:                                    Dates & Venues:
This course introduces participants who are new to    London:         15th October 2009
the sector (and who may not necessarily have an                       2nd February 2010
understanding of financial systems) to the specific                   2nd June 2010
regimes within which a housing association is                         5th October 2010
governed, managed, regulated and financed. At the     Manchester:     17th May 2010
end of the course participants will understand the                    11th October 2010
unique way in which an RSL is governed, financed
and regulated and be able to discuss finance-         Cost:
related matters with colleagues more confidently.     Non-Members: £450+VAT
                                                      Members: £295+VAT
Course Content:
                                                      Timing:
	Overview of the financial structures within which
  RSLs work                                           One Day Course – 09:30 – 17:00
	Explanation of the financial frameworks             If you would like to book any course or would like details
  involved, including basic accounting concepts       about running a course as an in-house programme
	The capital and grant funding regimes               please call customer service team on 0121 362 7690 or
	The role of private finance                         email: courses@quorumtraining.co.uk or book online
	The income and expenditure account                  at www.quorumtraining.co.uk. To find out more
	Reading and interpreting published financial        about becoming a Quorum Training Member see page 3.
  information
	An introduction to basic financial management
	Key board responsibilities
	Unravelling some of the jargon                           Course Trainer:
Who should Attend:                                         Barry Hampson FCA, FRSA is a chartered
	Housing Association Managers                             accountant with a specialisation in housing
	Board Members                                            associations. Previously working for Neville
	Finance Staff                                            Russell Chartered Accountants (now known as
	Those new to working with Housing                        Mazars), Barry set up his own practice in 1988 to
  Associations                                             focus on the Housing Association Sector.
	Organisations working with Housing                       He has also held several interim appointments
  Associations                                             as Chief Executive or Finance Director to several
                                                           housing organisations.

                                                           In additional to professional work, Barry has
                                                           also served as board member and chair of
                                                           Birmingham Friendship Housing Association,
                                                           and a board member of Shaftesbury Housing
                                                           between 1993 and 2004.

                                                           Barry is also a lecturer for the Certified
                                                           Accountants Education Trust, NHF Community
                                                           Housing Cymru, Anchor Housing Associations
                                                           and Quorum Training.



 www.quorumtraining.co.uk
                                                                                                           7



Treasury Management
Housing Associations
Course Objectives:                                     Dates & Venues:
                                                       London:       16th November 2009
This course is designed to introduce participants                    11th May 2010
to the disciplines of treasury management, and the                   9th November 2010
particular regulations applicable to the RSL sector.
It starts from the premise of assuming little or no    Manchester:   18th May 2010
knowledge, and works to develop awareness of           Cost:
the role, and disciplines of treasury management
within the context of the whole organisation. At the   Non-Members: £450+VAT
end of the course participants will understand the     Members: £295+VAT
regulatory requirements for treasury management        Timing:
in an RSL as well as developing a broad
understanding of the practicalities involved.          One Day Course – 09:30 – 17:00

Course Content:

	Introduction
  - Definition of treasury management
  - Governance & control
  - Cash flow projection and management
                                                           Course Trainer:
	Maintenance of Capital
                                                           Barry Hampson FCA, FRSA is a chartered
                                                           accountant with a specialisation in housing
	Best Practice Recommendations                            associations. Previously working for Neville
  - CIPFA Codes of practice – the requirements             Russell Chartered Accountants (now known as
  - Application of the code in practice                    Mazars), Barry set up his own practice in 1988 to
  - Reporting requirements to ensure                       focus on the Housing Association Sector.
    accountability                                         He has also held several interim appointments
                                                           as Chief Executive or Finance Director to several
	Practical Issues                                         housing organisations.
  - Application to smaller public service
    organisations                                          In additional to professional work, Barry has
  - Use of derivatives                                     also served as board member and chair of
  - Use and abuse of credit ratings?                       Birmingham Friendship Housing Association,
                                                           and a board member of Shaftesbury Housing
Who should Attend:                                         between 1993 and 2004.

                                                           Barry is also a lecturer for the Certified
	Finance staff at all levels wishing to understand        Accountants Education Trust, NHF Community
  treasury management                                      Housing Cymru, Anchor Housing Associations
	Directors & Board Members                                and Quorum Training.



                                                                                Phone: +44 (0) 121 362 7536
 8



Corporation Tax Housing Associations
Course Objectives:                                      Dates & Venues:
The corporation tax liabilities of housing              London:        5th November 2009
associations must be understood and managed in                         9th March 2010
the same way as any other expense. Failure to do                       19th October 2010
this will result in the payment of excessive amounts
of tax, with a consequent reduction in the funds
available for social housing. This one-day course has   Manchester:    13th April 2010
been designed to provide senior finance staff with                     3rd November 2010
an overview of corporation tax as it affects RSLs. It
dispels the myth that charitable RSLs need give no
thought to corporation tax. Using this information, a   Cost:
range of tax planning strategies will be explored.
                                                        Non-Members: £450+VAT
Course Content:                                         Members: £295+VAT

	The corporation tax regime as it affects housing
  associations                                          Timing:
	Update on recent development
	Charitable status - benefits and pitfalls             One Day Course – 09:30 – 17:00
	The tax treatment of particular types of income
  and gains
	Treasury management and tax issues in funding
  mechanisms                                                Course Trainer:
	Group structures
	Tax mitigation within the context of the business         Graham Batty is a Senior Tax Manager at Baker
  plan                                                      Tilly. He is a qualified Chartered Accountant and
                                                            Chartered Tax Adviser and has been with Baker
                                                            Tilly’s Birmingham office since 2005.
Who should Attend:
                                                            Graham has over ten years experience of advising
	Head of Finance
                                                            social housing providers and other not for profit
	Finance Controllers
                                                            organisations, both charitable and non charitable,
	Other senior finance staff                                on a wide range of corporate tax issues. Regular
                                                            areas of advice include group structures, mutual/
                                                            non trading status, conversion to charitable
                                                            status, primary purpose trading issues, gift aid,
                                                            tax efficient fundraising and general tax planning
                                                            strategy. He is a member of the firm’s Social
                                                            Housing Steering Group and responsible for the
                                                            coordination of direct tax services to the sector.

                                                            He regularly writes and lectures on tax issues
                                                            facing charities and not for profit organisations.
                                                            Graham is currently a member of the technical
                                                            committee of the Association of Taxation
                                                            Technicians and a former member of its council.



 www.quorumtraining.co.uk
                                                                                                               9



VAT Essentials for Housing Associations
Course Objectives:                                       Dates & Venues:
This course is designed to introduce participants        London:         4th November 2009
to the considerable impact VAT has on housing                            8th March 2010
associations and give them a basic understanding                         8th September 2010
of how it works. It is intended primarily for those
with little or no knowledge of the subject, but          Manchester:     9th February 2010
could also be a useful refresher for those with some                     6th October 2010
experience. At the end of the course, participants       Cost:
should not only understand the basic requirements
for VAT compliance but also have an awareness of         Non-Members: £450+VAT
some areas where savings can be achieved.                Members: £295+VAT
Course Content:                                          Timing:
	The principles of VAT applicable to housing            One Day Course – 09:30 – 17:00
  associations
  - Things you must know                                 If you would like to book any course or would like details
  - Things you must do                                   about running a course as an in-house programme
	 full explanation of the VAT treatment of
  A                                                      please call customer service team on 0121 362 7690 or
  relevant land and property transactions                email: courses@quorumtraining.co.uk or book online
                                                         at www.quorumtraining.co.uk. To find out more
	The VAT implications of other housing                  about becoming a Quorum Training Member see page 3.
  association activities such as:
  - Shared ownership schemes
  - Right to acquire transactions
  - Managing other schemes as agent                           Course Trainer:
  - Service charges
                                                              Nick Lawrence spent several years with HM
	Partial exemption:                                          Customs & Excise in the UK, specialising in partial
  - How it works                                              exemption, before joining a medium sized
  - The standard apportionment method                         accountancy firm in 1988 where he advised on
  - Special apportionment methods                             all aspects of VAT and was latterly chairman of
  - The capital goods scheme                                  the national VAT committee. In January 1995, he
	Current problem areas                                       started his own business, working from home.
  - How to deal with them                                     Nick has provided regular consultancy and
  - How to turn them into planning opportunities              training services to a wide range of clients in the
                                                              UK and abroad. He has particular expertise in
Who should Attend:
                                                              partial exemption, land and property, charities
	Junior finance staff, especially those just starting        and social housing. Nick has also lectured
  to deal with VAT in a housing association                   extensively on VAT issues around the world and
  context                                                     assignments have included the USA, Canada,
	Development staff who often have to make                    Vietnam, Nepal, Sweden, Hungary and the
  major decisions with VAT implications before                Netherlands, as well as the UK. Nick was also the
  finance staff are involved                                  author of two books on VAT and served on the
	More experienced personnel and professionals                Editorial Board of the International VAT Monitor
  working with housing associations who require a             published by the International Bureau of Fiscal
  refresher course                                            Documentation based in Amsterdam.



                                                                                     Phone: +44 (0) 121 362 7536
 10                                                                                    ½ DAY COURSES
VAT – Partial Exemption for Housing Associations
Course Objectives:                                                   Dates & Venues:
The course is designed to provide a detailed explanation of          London:            10th May 2010
the principles of partial exemption as it applies to housing                            13th October 2010
associations and bring clarity to the complicated rules.
                                                                     Manchester:        23rd June 2010
At the end of the course participants will have a clear
understanding of how partial exemption works and how the                                24th November 2010
recovery of VAT can be maximised through its application.            Cost:
Their awareness of VAT-saving possibilities will be heightened       Non-Members: £275+VAT
especially through the explanation of apportionment methods
                                                                     Members: £150+VAT
and how to identify the most suitable one.
                                                                     Timing:
Course Content:
                                                                     Half Day Course – 09:30 – 12:30
	 An introduction to the basic principles of partial
   exemption applicable to housing associations
	 Direct attribution: how to decide when VAT is fully               Who Should Attend These Courses?
   recoverable and when it is fully irrecoverable
	 The standard method of apportionment – how it works, its          	 Housing association finance staff at all levels, whether or
   advantages and pitfalls                                              not they have responsibility for completing VAT returns
	 Special methods of apportionment – a comparison of                	 Development staff who often have to make key decisions
   different types of special method and how they work                  with significant VAT implications before finance staff are
	 Other common pitfalls and problem areas                              involved
	 The capital goods scheme                                          	 Those who work with or advise housing associations

Courses Trainer:
Nick Lawrence spent several years with HM Customs & Excise in the UK, specialising in partial exemption, before
joining a medium sized accountancy firm in 1988 where he advised on all aspects of VAT and was latterly chairman
of the national VAT committee. In January 1995, he started his own business, working from home. Nick has provided
regular consultancy and training services to a wide range of clients in the UK and abroad. He has particular expertise in partial
exemption, land and property, charities and social housing. Nick has also lectured extensively on VAT issues around the world
and assignments have included the USA, Canada, Vietnam, Nepal, Sweden, Hungary and the Netherlands, as well as the UK. Nick
was also the author of two books on VAT and served on the Editorial Board of the International VAT Monitor published by the
International Bureau of Fiscal Documentation based in Amsterdam.


VAT on Land and Development for Housing
Associations
Course Objectives:                                                   	 The impact of land and property transactions on VAT
The course is designed to unravel the complexities of VAT as            recovery, including interaction with partial exemption
it applies to land and property transactions involving housing       	 VAT planning strategies including the ‘golden brick’
associations. As transactions usually involve large sums and            scheme and development companies
VAT recovery is often significantly restricted, understanding        	 Land and property transactions subject to the capital
is crucial for all key housing association staff, especially those      goods scheme
working in development or finance.
At the end of the course, participants will understand how           Dates & Venues:
VAT applies to most typical land and property transactions           London:            10th May 2010
involving housing associations and some unusual ones. They                              13th October 2010
will also have an appreciation of some of the strategies that
                                                                     Manchester:        23rd June 2010
can be used to effect VAT savings.
                                                                                        24th November 2010
Course Content:                                                      Cost:
	 Definitions of key terms, such as ‘dwelling’, ‘relevant           Non-Members: £275+VAT
   residential purpose’, ‘relevant charitable purpose’ and           Members: £150+VAT
   ‘option to tax’
	 The VAT treatment of typical schemes and transactions             Timing:
   applicable to housing associations                                Half Day Course – 14.00– 17.00




  www.quorumtraining.co.uk
                                                                                                            11



Finance for Non-Finance Budget
Holders in Housing Associations
Course Objectives:                                     Dates & Venues:
                                                       London:         15th February 2010
This course is designed for non-finance staff                          18th October 2010
within housing associations who have budgetary
responsibilities, or who just need to have a better    Manchester:     15th November 2010
understanding of the basic financial principals that   Cost:
underlie the organisation’s operation. The course
offers real examples of good and bad financial         Non-Members: £450+VAT
management.                                            Members: £295+VAT
                                                       Timing:
You will leave the course with:
	A grasp of key finance issues relating to housing    One Day Course – 09:30 – 17:00
   associations
	More confidence in using and interpreting
   financial terminology
	The ability to better prepare and deliver a
   budget
	A strong platform for longer-term career
   development

Course Content:

	Finance fundamentals
  - What do the profit and loss account, balance       If you would like to book any course or would like details
                                                       about running a course as an in-house programme
    sheet and cash flow statement reveal about an
                                                       please call customer service team on 0121 362 7690 or
    organisation?                                      email: courses@quorumtraining.co.uk or book online
  - What does all the jargon mean?                     at www.quorumtraining.co.uk. To find out more
                                                       about becoming a Quorum Training Member see page 3.
	Measuring housing association performance
  - What do key ratios tell you about how well your
    housing association or department are
    performing?                                             Course Trainer:
  - How can you drive performance?
                                                            Ann Strangwood is a Finance Director,
	Preparing and managing a budget                           Rosebery Housing Group, which includes
  - Ten principles of effective budget preparation          a predominantly general needs housing
  - Using the budget to track performance                   association, a special needs housing association
                                                            and a joint venture maintenance company.
Who should Attend:                                          Previously, she has headed the internal audit
                                                            department of Orbit Housing Association and
	Budget holders from any discipline within a               worked at a senior level in the accountancy
  housing association                                       profession, where she provided advisory services
	Board Members                                             to fifty housing associations.



                                                                                   Phone: +44 (0) 121 362 7536
12



Practical Budgeting for Housing
Associations
Course Objectives:                                    HOW TO MANAGE THE BUDGET
                                                      	What to look for when you get your monthly
Avoid common budgeting pitfalls and get the skills      accounts
you need to prepare and manage a budget with this     	Predicting expenditure
hands-on course.                                      	Investigating differences from budget
                                                      	Avoiding overspend and getting back on track
Participants leave the course able to:                	Forecasting
	Contribute effectively to the budgeting process     Who should Attend:
  in their organisations
	Proactively manage their budget, thereby            This course is suitable for first time budget
  improving cost control and allocation of            holders or experienced budget holders who
  financial resources in their organisation           would like a refresher.
	Understand budgeting jargon and interpret
  financial information                               Dates & Venues:
Useful course notes including case studies,           London:         23rd November 2009
checklists and summaries will help you apply what                     22nd April 2010
you have learnt back in the workplace.                                17th September 2010
This course assumes no prior knowledge of
budgeting or finance.                                 Manchester:     19th April 2010
                                                                      15th September 2010
Course Content:
                                                      Cost:
WHY BUDGETS ARE PREPARED
	Benefits of budgeting                               Non-Members: £450+VAT
	Common pitfalls in the budgeting process and        Members: £295+VAT
  how to avoid them                                   Timing:
HOW BUDGETS ARE PREPARED
	Budgeting techniques - incremental budgeting,       One Day Course – 09:30 – 17:00
  zero based budgeting
	How to prepare different types of budget -
  revenue, cost, capital, cash
                                                           Course Trainer:
	Practical tips for preparing an effective budget
	Phasing/profiling the annual budget                      Sue Turner qualified as a chartered accountant
	Getting buy-in to the budget                             with a big five firm. Since specialising in
	The budget presentation - what you need to be            management development, Sue has designed
  able to answer                                           and delivered successful interactive learning
WHAT BUDGET STATEMENTS TELL YOU                            programmes for clients including Ernst & Young,
	Interpreting the jargon - opex, capex, accruals,         Safeway and Alliance & Leicester. Her special area
  fixed costs, variable costs                              of interest within management development
                                                           is maximising the transfer of learning to the
	Relevant ratios explained - margin, contribution,
                                                           workplace. Sue is a Consultant with Finance into
  ROCE, gearings and interest cover
                                                           Focus.



 www.quorumtraining.co.uk
                                                                                                              13



Risk Management Housing
Associations
Course Objectives:
This practical, inter-active course shows how
housing associations can both discharge their            If you would like to book any course or would like details
responsibilities and add value to their businesses       about running a course as an in-house programme
by managing risk effectively. It provides delegates      please call customer service team on 0121 362 7690 or
                                                         email: courses@quorumtraining.co.uk or book online
with a comprehensive understanding of modern
                                                         at www.quorumtraining.co.uk. To find out more
risk management best practice, whilst providing          about becoming a Quorum Training Member see page 3.
practical advice by putting the issues in their proper
business context.

Course Content:
                                                              Course Trainer:
	 understanding of what “risk” really means
  An
	The risk management framework for Housing                   Steve Giles qualified with Deloitte & Touche in
  Associations                                                1983, becoming a manager and then a Group
	The critical linkage between risk & controls and            Manager in Audit. From 1990 he specialised in
  how to establish a risk-aware culture                       special projects & forensics (including headline
	The risk management toolkit – registers, incident           cases such as Polly Peck & BCCI), working on a
  reporting, indicators                                       variety of governance, risk management, fraud
	Key components of an effective risk                         assignments both in the UK and abroad.
  management process
	Monitoring, measuring & reporting                           Steve left Deloittes in 1997 and since then
                                                              has built up a track record of success on an
Who should Attend:                                            independent basis in helping executives,
                                                              through risk-based techniques, to find solutions
Housing association staff, specifically risk
                                                              to a variety of unusual business problems. In
managers, internal auditors, finance
                                                              doing so, he has often worked with internal audit
professionals, departmental heads
                                                              departments and has been Head of Internal
                                                              Audit, on an interim basis, for two large clients
Dates & Venues:
London:         3rd February 2010                             Steve has developed extensive training expertise
                6th September 2010                            and he lectures frequently on his specialist
                                                              topics in the UK and around the world. He is
Manchester:     16th March 2010                               an outstanding presenter and his work always
                5th October 2010                              combines best practice theory with practical
                                                              business tips & advice using examples drawn
Cost:                                                         from his own experience. In terms of experience
                                                              with housing associations, Steve spent a
Non-Members: £450+VAT
                                                              number of years working with English Churches
Members: £295+VAT
                                                              Housing Association as both a Risk Management
                                                              Consultant (putting in place a RM framework
Timing:
                                                              and comprehensive risk awareness training
One Day Course – 09:30 – 17:00                                programme) and as an Internal Audit Manager.



                                                                                     Phone: +44 (0) 121 362 7536
14



Procurement for Housing Associations –
Demonstrating Value for Money
Course Objectives:                                    Cost:
This practical, one-day workshop aims to help         Non-Members: £450+VAT
participants to understand the law with regard        Members: £295+VAT
to procurement and to enable them to ensure
                                                      Timing:
effective processes are in place.
                                                      One Day Course – 09:30 – 17:00
Upon completion of the course, participants will be
able to:
	Understand their responsibility in procurement          Course Trainers:
  law
	Assess their compliance with Audit Commission           Pat Masters has extensive experience of
  requirements                                            contracting, procurement, and service reviews.
	Assess their ability to achieve excellence              She has managed and/or reviewed services
	Draw up compliant procedures                            such as housing management, building repairs
                                                          and maintenance. She has also devised and
Course Content:                                           implemented major service improvement
                                                          programmes, and operated as both
	Understanding procurement law as it relates to          commissioner and provider of services. Pat is
  Housing Associations                                    also an experienced trainer in the areas of value
	‘Value for money’ in the context of Housing             for money and efficiency reviews, performance
  Association procurement                                 and change management.
	Best practice procurement and creating
  excellence in your organisation                         Pat has experience of undertaking reviews for
                                                          housing associations as part of their preparation
	Assessing existing procurement procedures
                                                          for inspection and has worked for a London
	Good practice guidance on contract
                                                          based associations as an Interim Procurement
  documentation                                           Manager overseeing the procurement
	Managing the quality of supplies and suppliers          arrangements for Decent Homes contracts and
	Managing the procurement contract                       repairs and maintenance services.
Who should Attend:                                        Lesley Carter has been a consultant, interim
                                                          manager, coach and trainer for the past 11 years,
This workshop is designed for anyone with                 working on a wide range of project-based and
responsibility for procurement with a specific            operational assignments. She has extensive
focus on housing organisations. It is appropriate         procurement, service review and Best Value
for anyone new to procurement, or to those with           experience.
more experience who require an update in best
practice.                                                 She has held a number of senior posts in
                                                          local government, including Chief Officer for
                                                          Environment & leisure for a London Borough
Dates & Venues:
                                                          Council. Lesley also directly managed Direct
London:        3rd March 2010                             Services Organisations for nine years, covering
               8th September 2010                         building cleaning, ground maintenance, refuse
                                                          collection and street cleaning.
Manchester:    10th March 2010
               15th September 2010                        Both trainers are associates at the housing sector
                                                          consultancy Campbell Tickell.



 www.quorumtraining.co.uk
                                                                                                         15



Credit and Working Capital
Management for Housing Associations
Course Objectives:                                    	Effective management of trade receivables, trade
The morning of the course explores best practice        payables and inventory
credit collection techniques from maintaining         	Effective systems
and updating the debtors ledger (including rent       MEASURING CASH FLOW
arrears) to making effective telephone calls, and     	Strategic cash flow analysis
more. The afternoon reviews how to effectively        	Cash performance ratios
manage working capital and how to calculate           	Gearing & interest cover
and understand working capital performance
measures. The course shows how good working           Who should Attend:
capital management can free up much needed
                                                      This course is suitable to those responsible for
cash flow within the organisation. Participants
                                                      managing working capital who may not have
leave the morning with a solid understanding of a
                                                      had any formal training. It provides an in depth
wide variety of credit management and collection
                                                      understanding of how credit management
techniques, increasing confidence in collection.
                                                      contributes to working capital management,
The afternoon clarifies the components of working
                                                      and how effective working capital management
capital, looks at how to manage working capital and
                                                      leads to cash generation. The course is also
the important link to cash flow.
                                                      suitable for credit controllers new to their role
Course Content:                                       and to experienced credit controllers looking for a
                                                      refresher.
Morning:
TECHNIQUES FOR QUALITY COLLECTION                     Dates & Venues:
	Interpreting the aged debt report and               London:        26th April 2010
  prioritising customers for collection                              20th September 2010
	Making your invoices and customer                   Manchester:    28th April 2010
  correspondence work for you                                        22nd September 2010
	Liaising with the sales force                       Cost:
	Keeping close to the customer                       Non-Members: £450+VAT
	Effective reminder letters                          Members: £295+VAT
TELEPHONE SKILLS                                      Timing:
	 Developing assertiveness and confidence            One Day Course – 09:30 – 17:00
	 Planning the call
	 Questioning techniques
	 Common excuses and how to overcome them
	 Maintaining good relations                              Course Trainer:

Afternoon:                                                 Sue Turner qualified as a chartered accountant
MEASURING WORKING CAPITAL                                  with a big five firm. Since specialising in
	What is Working Capital                                  management development, Sue has designed
	Arrears outstanding, days purchases                      and delivered successful interactive learning
  outstanding,                                             programmes for clients including Ernst & Young,
	Benchmarking working capital                             Safeway and Alliance & Leicester. Her special area
	Working Capital cycle                                    of interest within management development
MANAGING WORKING CAPITAL                                   is maximising the transfer of learning to the
	Practical drivers of working capital                     workplace. Sue is a Consultant with Finance into
	High price of mismanaging working capital                Focus.



                                                                                Phone: +44 (0) 121 362 7536
16



Project Management Skills for
Housing Associations
Course Objectives:
It is increasingly likely that you will be called upon
to join a project team or take charge of a new
project. This course is designed for those who
manage or work in project teams and require a
basic introduction to the principles and practice of
project management.
Attending the course will enable you to:
	Understand and apply the principles of project
   management
	Effectively plan and execute a project
	Manage your project team
Course Content:
PRINCIPLES OF PROJECT MANAGEMENT
	 Scope and types of project
	 Project management
	 Stakeholders and sponsors
	 The project cycle                                     If you would like to book any course or would like details
                                                         about running a course as an in-house programme
PROJECT PLANNING                                         please call customer service team on 0121 362 7690 or
	Project definition and feasibility                     email: courses@quorumtraining.co.uk or book online
	Producing a project plan                               at www.quorumtraining.co.uk. To find out more
	Tools and techniques                                   about becoming a Quorum Training Member see page 1.
PROJECT MANAGEMENT
	Project teams
	Delegation
	Communication                                               Course Trainer:
	Evaluation
                                                              Paul Neville has 23 years’ experience working
Who should Attend:                                            in Management and Leadership Development
Staff within any function of a Housing Association            for a number of blue chip and rapidly growing
who are new to running project teams or who need              organisations. These include Unilever, BBC, UK
a refresher course.                                           Athletics, JCDecaux, Swiss Re, The Law Society,
                                                              Ruffer, JOHIM, SC Johnson, ITM, BP, Mondrian,
Dates & Venues:                                               Unanimis and Budweiser.
London:         23rd February 2010
                19th October 2010                             Working at Board level, Paul has delivered a
Manchester:     8th June 2010                                 significant number of programmes primarily
                                                              aimed at reshaping management and leadership
Cost:
                                                              capability. Paul’s programmes typically
Non-Members: £450+VAT                                         incorporate management training, coaching and
Members: £295+VAT                                             wider behavioural based interventions combined
Timing:                                                       with development of the systems and processes
One Day Course – 09:30 – 17:00                                required to sustain change.



 www.quorumtraining.co.uk
                                                                                                            17



Managing People for Results
Course Objectives:                                       Dates & Venue:

Delivering through people is critical to the success     London:        16th February 2010
of all organisations and those in a position of                         28th September 2010
leadership. This two day programme concentrates          Manchester:    18th May 2010
on the elements that create performance in others,
helping participants to step back and consider their     Cost:
approach to motivation, performance management
and development.                                         Non-Members: £890+VAT
                                                         Members: £590+VAT
The course will enable you:                              Timing:
	To appreciate the right management strategy for
   individuals                                           One Day Course – 09:30 – 17:00
	To utilise and focus on appropriate motivation
   techniques
	To manage and drive people performance
	To develop others and gain long term
   commitment

Course Content:

YOUR LEADERSHIP ROLE
	A leadership framework
	Considering the people you manage
	Practical strategies and actions

THE MANAGER AS A MOTIVATOR
	What motivates people?
	What can I control?                                        Course Trainer:
	Empowering others to take action
                                                             Paul Neville has 23 years’ experience working
A FRAMEWORK TO MANAGE PERFORMANCE                            in Management and Leadership Development
	Setting performance management into context                for a number of blue chip and rapidly growing
	The five key questions of performance                      organisations. These include Unilever, BBC, UK
   management                                                Athletics, JCDecaux, Swiss Re, The Law Society,
                                                             Ruffer, JOHIM, SC Johnson, ITM, BP, Mondrian,
                                                             Unanimis and Budweiser.
DEVELOPING PEOPLE
	The concept of skills and competencies                     Working at Board level, Paul has delivered a
                                                             significant number of programmes primarily
Who should Attend:                                           aimed at reshaping management and leadership
                                                             capability. Paul’s programmes typically
This programme is ideal for those who are about              incorporate management training, coaching and
to or have recently started managing people and is           wider behavioural based interventions combined
also suitable for those in need of a refresher or wish       with development of the systems and processes
to refocus their people management skills.                   required to sustain change.



                                                                                   Phone: +44 (0) 121 362 7536
18



Taxation of Property Transactions
Course Objectives:                                      Who should Attend:

This one-day course will provide a very practical       	Heads of Finance
overview of the majority of taxation aspects relating   	Finance Directors
to transactions in property. The course will cover      	Financial Controllers
the full range of taxes which will apply, including     	Surveyors & Property Managers
their application, interaction and planning points.     	Property Investment Teams
Recent developments in both relevant case law and
legislation will be included together with a detailed   Dates & Venue:
discussion and review of several topical and
relevant case studies. A basic working knowledge of     London:       25th September 2009
the major taxes will be assumed.                                      9th December 2009
                                                                      4th March 2010
Course Content:                                                       3rd June 2010
                                                                      9th September 2010
	Taxation aspects relating to income from land                       2nd December 2010
  and buildings                                         Cost:
	Taxation aspects relating to leases
	Buying and selling properties - the taxation
                                                        Non-Members: £520+VAT
  implications and planning
                                                        Members: £295+VAT
	Capital allowances review
	Practical property tax case studies
	Reverse premiums                                      Timing:
	Trade or investment
	Commercial aspects                                    One Day Course – 09:30 – 17:00
	VAT implications and link with stamp duty land
  tax
	Stamp duty land tax implications
	The claiming and planning relating to industrial          Course Trainer:
  buildings and other capital allowances, including
  ‘plant’ in buildings                                      Lakshmi Narain is the current Chairman of the
	Anti-avoidance legislation and traps                      Property Taxes Sub-committee of the Chartered
	Liquidation aspects                                       Institute of Taxation (CIOT) and a Council member
	Schedule A property transactions                          of the Stamp Taxes Practitioner Group. Lakshmi is
	VAT and property                                          an editorial Board member of the Tax Journal, the
	Corporate aspects                                         editor of two tax annual texts: one on property
	Transferring properties within a group                    tax issues and the other on SDLT and is a regular
	Long life assets                                          speaker at training events for tax professionals.
	Property tax planning                                     After graduating in Applied Physics, Lakshmi
	Case studies                                              trained as a Chartered Accountant and then
	Planning gains supplement                                 pursued a career that straddled the profession
	REITs                                                     and Academia. During that period he obtained
                                                            an Msc in Accounting and Finance and an LLM in
                                                            Taxation. In his current role within the National
Non-Housing Association delegates will also be              Tax function, Lakshmi provides technical support
attending this course.                                      for the tax practice.



 www.quorumtraining.co.uk
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Signed:                                                        Date:                  CLT Group and selected clients. Please write to the Client Care        1: 2
                                                                                                                                                          00




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                                                                                      Team if you do not wish to be included in this activity.




                                                                                                                                                                           QU54166




                                                                                                                      Phone: +44 (0) 121 362 7536
                    Accounts for Housing Associations
                       Introduction to RSL Finance
            Treasury Management for Housing Associations
                Corporation Tax for Housing Associations
                    Taxation of Property Transactions
                 VAT Essentials for Housing Associations
       VAT – Partial Exemption for Housing Associations (1/2 day)
   VAT on Land and Development for Housing Associations (1/2 day)
   Finance for Non-Finance Budget Holders in Housing Associations
              Practical Budgeting for Housing Associations
               Risk Management for Housing Associations
Procurement for Housing Associations – Demonstrating Value for Money
             Credit & Cash Control for Housing Associations
                           Project Management
                       Managing People for Results

								
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