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Annual Finance and Contract Update

Workshop Agenda:

Session 1:

  • Welcome, introductions and objectives
  • What's changed - The Contract
  • What's changed - Other Potential Revenue Streams
  • Payroll and Pensions Update

Session 2:

  • Financial Planning Tools For The Next 12 months
  • When Is A Cost An Investment
  • How To Optimise The Return On Investment From Your Most Expensive Resources
  • Managing Cashflow
  • Commit To Action Plans
  • Questions and close

Workshop Objective

By the end of this half day workshop, attendees will have a clear understanding of what has changed in terms of the contract arrangements and revenue streams available to their practices.  This will also include an update on pension and PAYE changes.

Attendees will gain increased awareness of a number of tools that will aid them in controlling, monitoring and forecasting practice finances.  With a view to ensuring cashflow is managed, appropriate opportunities are exploited and profitability is  optimised

Who should attend

This workshop is designed for anybody who manages the practice finances.

Workshop Duration

Half Day


"Very good course, informative, useful and I have been able to take learning/top tips and ideas from the content."
– Linda Thompson, Armley Medical practice, Leeds

"I just wanted to follow up the feedback I left on the day just to let you know that attending your finance course seems to be the "gift that keeps on giving". As one of the novel ideas you shared with us to generate increased private income we have now decided to invest in as a Practice. It was an idea that it is unlikely we would have thought of without attending your session. And if the investment is a success it will provide a whole new revenue stream for the Practice. So thanks again for not only  a very enjoyable session but also one that gave a much needed boost to our practice funds."
– Tracy Binns, Grove Road Medical Surgery