Arlingclose provides its clients with seminar programmes that are topical, timely and are driven by their needs. The workshops, which are held both in London and on a rotating regional basis are an inclusive element of our treasury management service. The seminar programme is determined by our clients.

The workshops, which are held both in London and on a rotating regional basis are an inclusive element of our treasury management service.

We limit the numbers of attendees to our workshop to around 15 people. This is because we want them to be true hands-on workshops. Where events prove popular we aim to provide them on more than one day as we prefer not to restrict participation.

An important by-product is that clients that attend our seminars are able to discuss issues closely and exchange contact details to maintain dialogue thereafter. Feedback from our clients on these events is important to us and has been excellent.  We host the following training and workshop events annually.

  • Accounts Close-Down Forum (April)
  • Basic Treasury Management (principles of the Gilt and money markets and how they relate to the PWLB, borrowing and fund management) (May)
  • Treasury Management Practices Workshop (July)
  • The Prudential Investment Portfolio (PIP) (September)
  • Treasury Management Strategy Workshop (to also include Prudential Indicators) and link with our strategy documents that will be issued to clients (Dec/Jan)

Alternatively, Arlingclose would be pleased to structure on an annual basis a one-day training programme for treasury officers and/or Members at the Council, which will be specific and individual to the Council's requirements.

Member Training

The CIPFA Treasury Management Panel Bulletin (Treasury Management in Local Authorities – Post Icelandic Banks Collapse) and the Audit Commission Report (Risk and Return – English Local Authorities and the Icelandic Banks), released in March 2009, both emphasised the need for greater member involvement. Elected members should receive regular updates on the level of risks being undertaken in treasury management, and they should be equipped to effectively review and scrutinise treasury activities.

Arlingclose offers a unique training service for elected members and officers

Arlingclose can attend Council meetings or provide workshops when it is convenient for Council Officers and Members in order to provide training on treasury management activities. Training will be tailored to the required level and be specific to your organisation's needs and objectives.

The key objectives of the training service will be to provide members with the essential skills, techniques and knowledge they need to fulfil their treasury responsibilities in the most effective way. 

The training programme will explore the key issues for members, including:

  • The statutory and regulatory regime for local authority treasury and investment management
  • Best practice, including the CIPFA Codes
  • The respective responsibilities of members and officers
  • The role of Audit/Scrutiny Committees
  • The impact of the financial markets on local authority treasury and investment management
  • Interpretation of management information and committee reports
  • Selecting appropriate treasury and investment management objectives to meet local need
  • Understanding treasury and investment management risks, and their effective control
  • Measurement and monitoring of treasury and investment performance

This service is available to clients and non-clients alike and any enquiries should be directed to

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Just a quick line to say how much I have enjoyed the recent  Investment and TM Strategy workshops I attended at your offices. I found both workshops highly relevant, informative and interactive. I also like the small group and informal approach as it helps to generate queries, comments and discussions. Please pass on my thanks to your colleagues involved in organising and presenting both workshops.

Lee Walker. Group Accountant, Shepway District Council


The Member training session was pitched at exactly the right level and covered all the key points on borrowing. The Finance Portfolio Holder and several other Members spoke to me after the session and said how useful they had found it.

Bob Palmer. Director of Finance & ICT, Epping Forest District Council