Finance training and support

Professional development in financial management

Training for CASES21 finance and new financial management programs is available for principals, assistant principals, business managers and office managers.

For timetables and more information, see financial management.

School finance liaison officers (SFLOs)

Schools can get finance support and guidance from SFLOs. This is mainly for new principals, business managers and finance committees.

SFLOs can assist with:

  • cash budgets and reading reports
  • repayable cash flow assistance
  • internal controls and compliance with financial policy, processes and best practices
  • school purchase card briefings
  • school council financial audit follow-ups.

The SFLO's run workshops, network, and new business manager sessions during the year to share current and new finance information.

They also present modules 4 and 5: budget preparation and financial reporting of the 'Finance Matters' training program.

SFLOs do not complete financial transactions or prepare reports on behalf of schools. However, they can identify any problems and refer you to the right support. This could be the CASES21 process guide, refresher training or the service desk.

The SFLOs have all worked in a school environment.

SFLOs for each region:

Contact Barb Martin if you are not sure who your SFLO is: martin.barbara.l@edumail.vic.gov.au or 7022 2231.

Statewide Business Manager Group

The group meets once a term or on a needs basis. Members are responsible for liaison with their regions and disseminating information, advice, and feedback where required.

Members were selected through consultation with regional finance managers and represent a range of school types and sizes including rural, metropolitan, primary, secondary, special and P-12.

Contact any member of this group if you wish to raise an issue relating to school financial management. 

RegionNomineeSchoolType
SWVRJane HuybensGeelong High SchoolSecondary
SWVRTania McKayDelacombe PSPrimary
SWVRChristine DicksonWarrnambool CollegeSecondary
NEVR Chris GreigBalwyn High SchoolSecondary
NEVRLexia CollinsBeveridge PSPrimary
SEVRBrett CoadKurnai CollegeSecondary
SEVRAbby MakinWallarano PSPrimary
NWVRMaree WaymanKangaroo Flat PSPrimary
NWVRTracey SmithMaryborough Education CentrePri/Sec
NWVRFinoula MurrayMernda Park PSPrimary
NWVRYvonne EdwardsMildura Senior CollegeSecondary
SWVRSuzanne Mitchell Sydenham-Hillside PS Primary

SWVR

Megan Hutchinson
Carol Young

 

Horsham

Local Administration Bureau (LAB)

Diana Ortega, Essendon Keilor College, Multi Campus Association representative  

Denise Sadler, President, BMV

Group terms of reference​

1. Purpose

The Business Managers Group terms of reference set out the membership, roles and responsibilities, authority and operations of the state-wide Business Managers Group (BMG).

The purpose of the group is to:

  • give feedback and effective communication between business managers and the Department
  • promote discussion, feedback and advice on financial management in schools relating to topics including:

    department policy and procedures
    best practices in financial management
    internal controls
    school funding
    school SRP administration, reporting etc.
    other school financial and accountability issues.

This purpose recognises the importance of business managers’ within schools and the crucial nature of consultation with stakeholders in the delivery of optimal educational outcomes for Victorian government school students.

The terms of reference also recognise the commitment of the Department and business managers to the demonstrating public sector values including:

  • accountability
  • integrity, transparency and impartiality
  • evidence-based decisions
  • responsiveness
  • delivery of high quality advice and services.

2. Membership

It is the responsibility of each representative to ensure that they accurately embody the views and experiences of the schools they represent during the BMG meetings.

The members of the group are selected in consultation with the director, schools finance and  resources branch (SFRB), to ensure a cross section of schools are represented including rural, metropolitan, primary, secondary, multi-campus, special and P-12 schools. Membership shall be on a three year rotation to ensure a broad representation and participation opportunity.

The Department will be represented at each meeting by a member of the following area/s (or their delegates):

  • Manager, schools financial management and support unit (SFMSU): Chair
  • Manager, schools finance liaison and support unit
  • Finance project officer (SFMSU): Executive officer
  • School financial liaison officers (SFLSU)
  • Representatives from Information Management and Technology Division (IMTD)
  • Other officers as requested, dependent on issues being discussed.

3. Function and responsibilities

The specific function of the BMG is to enable the Department to consult with a representative group of business managers of Victorian government schools in relation to various matters.  This consultation both informs the best course of action the Department can take in resolving issues and informs the business manager representatives of various issues.

In keeping with these responsibilities and the role of the group:

  • Deliberations and matters of discussion will be limited to those matters that fall within the scope of matters directly impacting on the operation of Victorian government schools.
  • Discussion of any models or options in response to policy issues will not of itself commit the Department or any stakeholders to endorsement of those models or options.

It is expected that all members of the committee will:

  • Appropriately prepare for meetings to inform decision-making
  • Draw on relevant technical expertise to provide input where relevant
  • Explicitly and respectfully engage with differing viewpoints
  • Ensure that a diverse range of views and perspectives are considered
  • Attend all meetings, with delegations not ordinarily permitted except where formal acting arrangements are in place or other arrangements are agreed by the chair
  • Socialise feedback and outcomes of meetings with other relevant parties (subject to confidentiality requirements)

Business managers will bear responsibility for liaising with their respective regions and disseminating information, advice and feedback generated by the meetings (subject to confidentiality requirements).

4. Chair and executive officer

The chairperson and the executive officer are responsible for establishing and delivering the best practice governance of the BMG.

Chairperson

The meeting will be chaired by the manager, schools financial management and support unit (SFMSU) to ensure that the manager is accurately informed of issues being experienced or discussed by key stakeholders and within the context of the BMG meetings.  

If the chair is unable to attend a meeting, the schools financial policy coordinator may chair the meeting, provided their expertise is adequately represented by another meeting attendee from the SFMSU.  In this instance, this temporary chairperson will inform the manager as soon as practicable about meeting proceedings that occurred in their absence.

Executive officer

The functions of the BMG will be supported by the appointment of an executive officer. They will be selected from within the schools finance and resources branch. They will perform key administrative support functions of the group.  

The executive officer will ensure:

  • the agenda, communication and any material to be provided to the group for discussion will be developed and distributed in a timely fashion
  • coordination, organisation and attending of meetings by members of the group (including booking meeting rooms)
  • draft, distribute and maintain minutes of the BMG meetings.

5. Meetings and administration

Meeting agenda and proviso for cancellation if insufficient agenda items

Group meetings will be scheduled once a term at a designated city location.  A summary of each meeting will be distributed to all group members.

If insufficient agenda items are available to constitute a full meeting agenda, the meeting may be cancelled by the executive officer under the direction of the chairperson.

Confidentiality protocols may apply for selected agenda items. Papers marked “confidential” are not to be circulated beyond the group membership. 

Minutes will clearly state the decisions of the group and actions required by the group and Departmental officers. 

Attendees/quorum for meetings

Regrets can be sent if a member is unable to attend and should be forwarded to the executive officer who maintains an attendance list. If more than five regrets or cancellations for a BMG meeting are received, then that meeting may be cancelled with the next group meeting being that which is next scheduled.

6. Review 

The terms of reference and operation of the group will be reviewed on an annual basis or upon special request by a member. The most appropriate mechanism and person to undertake the review will be proposed by the chair, and approved by the director, SFRB, prior to commencement of the review.

Any amendments to these terms of reference can only be made with the approval of the director, SFRB.

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