An introduction to university finance systems 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

Thursday, 17 June 2021

About this Event

Many professional services colleagues in higher education institutions are exposed to various aspects of their institution’s finance and planning systems. Having an understanding of how these systems 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 we will look at university finance and planning systems at a high level and then in more detail 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 improve their understanding of university finance systems 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 systems

2. Have an understanding of how these systems 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: 17 June 2021

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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