SERVICES

Training and Workshops

Arlingclose provides its clients with seminar programmes that are topical, timely and driven by their needs. The workshops — held online, in London and at other locations around the UK — are an inclusive element of our treasury management service, and the programme is determined by our clients.

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Officer Training

We limit the number of attendees to around 18 people so our workshops stay true, hands-on sessions. Where events prove popular we aim to run them on more than one day, as we prefer not to restrict participation.

An important by-product is that clients who attend can discuss issues closely and exchange contact details to maintain dialogue afterwards. Feedback on these events has been excellent. We deliver the following training and workshop events annually:

  • Accounts Close-Down Forum (March)
  • Principles of Treasury Management — the gilt and money markets and how they relate to the PWLB, borrowing and fund management
  • Treasury Management Practices Workshop
  • Investment Workshop
  • Treasury Management Strategy Workshop, including Prudential Indicators (November/December)

Alternatively, we would be pleased to structure a one-day training programme each year for treasury officers and/or members, specific to the council's requirements.

Member Training

The latest CIPFA Treasury Management Code re-emphasises that the responsible officer should ensure council members have access to relevant training.

Arlingclose offers tailored member training of varying complexity, from introductory to expert. The courses apply the theory to the client's own strategy and position, giving elected members the background and knowledge to effectively scrutinise activity. A typical training programme might include:

  • CIPFA guidelines
  • Members' role in treasury management
  • Key treasury risks
  • The economic outlook
  • Managing counterparty credit risk
  • Key questions for members to ask officers

The subject matter for member and officer training is flexible and will be discussed and tailored to your specific requirements. This service is available to clients and non-clients alike.

Book a workshop

Get in touch to discuss a seminar programme or a bespoke training day for your officers and members.

Hands-on, tailored to you

Small-group workshops driven by client needs.

Get in touch