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Online - Local authority finance – key issues and considerations for local government lawyers

18 June 2026 09:30 - 13:00

Online

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18 June 2026  |  From £135 + VAT

This half day course will cover key issues and considerations for local government lawyers with regard to the financial arrangements of local authorities.  It will draw on practical examples to demonstrate the issues and how to deal with them. Delegates will be able to obtain, update or refresh an understanding of the financial arrangements of local authorities 

Course Agenda

  1. Welcome and introduction

  2. Strategic context – local government financial situation and where councils get their money from

  3. Roles and Responsibilities

    • Section 151 Officer 

    • Monitoring Officer 

    • All Officers 

    • Members

  4. Key parts of the Constitution 

  5. Budget setting

    • Developing the budget 

    • Council tax and business rates – an overview 

    • Capital strategies 

    • Reserves 

    • Treasury management framework (including investment strategy) 

    • Process and managing a budget meeting

  6. Virements and in-year changes to the budget

  7. Day to day spending decision-making and delegations

  8. Managing a legal services budget

  9. Survival guide for finance meetings

  10. Ultra vires spending

  11. Section 114 and “insolvency” – process and implications

  12. Q&A

Target Audience

This course is ideal for senior lawyers in local government whatever their current level of interaction with the financial arrangements of their authority.  It is equally accessible for lawyers at any level looking to develop their knowledge (or take a refresher).

Claire Ward

Claire acts as a crucial sounding board for all levels of local government, advising monitoring officers and members, helping them to make informed legal decisions.

Equipped with over 20 years of in-house experience, Claire advises local authorities and their companies on regulatory governance matters, reviews constitutions, governance arrangements and decision-making. She is in high demand to undertake standards investigations and is well regarded for providing member training. Her depth of experience across county, district and unitary local councils has shaped her extensive knowledge of local government challenges. Claire is able to guide authorities across the country on what they can accomplish and more importantly how to go about doing it.

Sue Bearman

With over 20 years of in-house experience in local government, Sue is a specialist in governance, and her work supports local authorities across the country with practical and politically aware advice.

Drawing on extensive experience at both district and county council levels, including as monitoring officer, Sue advises on all aspects of local authority law and governance, including code of conduct advice, training, and standards investigations.

Sue has headed up a number of multi-disciplinary legal teams throughout her career, as well as leading information governance, democratic services and elections teams. Her work has involved major projects to help councils transition between executive arrangements and committee systems, giving her a unique understanding of how to design effective, transparent governance structures.

She takes great pride in helping to ease the pressure on busy monitoring officers by offering timely, practical support that enables them to make confident, informed decisions.

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