An introduction to university finance processes and planning 

This online webinar will take place via Zoom. You will receive further communications and joining instructions around a week before the event.

AUA Member £45+VAT | Non-member £95+VAT

10.00 to 12.30

Tuesday, 18 January 2022

About this Event

Many professional services colleagues in higher education institutions are exposed to various aspects of their institution’s finance and planning processes. Having a basic understanding of how these processes work and how they can be used effectively at a departmental or project level can be invaluable for applying for and successfully receiving funding for projects or departmental initiatives.  

In this webinar you will be given an overview of university finance and planning processes. We will then take a look at how they are applied generically at a departmental and project level. We’ll cover costing, budget setting, budget monitoring and planning. We’ll also look at how projects can be shown to demonstrate value and how they are justified in an institution. Finally, we’ll talk a bit about how to bring about cost savings. 

The session will include interactive elements with participants encouraged to ask questions and share their experiences. You’ll leave with methods and approaches to apply to your own areas of work. There will also be a small element of pre-work for participants to complete before the session.

Who is it for?

This webinar is relevant for professional services colleagues who would like to gain a basic understanding of university finance and planning processes and who are involved in or have responsibility for managing budgets.

Learning outcomes

By the end of this session, participants will:

1. Have gained a high-level overview of university finance and planning processes

2. Have an understanding of how these processes are applied at department/project level

3. Know how to approach costing and budget setting for a department/project

4. Have an appreciation of how value can be demonstrated (e.g. return on investment) and how the project can be justified

5. Take away some tips for making cost savings

Interested in becoming an AUA Member? Find out more and how to join here.

Details in brief

Location: Online via Zoom

Date: 18 January 2022

Time: 10:00 to 12.30

Fees: Member £45+VAT | Non-member £95+VAT


Steve Smith

AUA Consultant

Steve is a former Faculty Director of Operations at the University of Liverpool and has 18 years of senior leadership and management experience in HE following a 17 year career with Unilever. He has extensive experience and expertise in the design, planning, optimisation and management of a full range of professional services support for academics and students. This has incorporated detailed and widespread engagement with University planning processes and financial systems. Having also led a number of university wide projects, he is well positioned to advise on overall operational service design and efficiency, benchmarking, corporate governance processes, committee management and risk management. Steve has recently become a member of the AUA Board of Trustees.

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