“Insightful and thought provoking day. David has a witty sense of humour and delivers finance training in an articulate yet simplified manner for everyone to understand.” – The NHS Budget Holder’s Survival Guide – Southampton

The NHS Budget Holder's Survival Guide - davidbaileyfcca

Today was another great day running The Budget Holder’s Survival Guide – this time in Southampton for a large mixed group of NHS staff. It’s such a pleasure to work with people so eager to learn new skills. Thanks to everyone who made it such a great day.

Evaluation Comments

Comments from today’s event include (with permission gratefully received from each participant):

“Thank you David for a great day. You have made a potentially dry subject highly entertaining and informative. A really good day for all levels of understanding. You have a real knack for transforming ethereal concepts into practical knowledge.” – Ginny Mountford-Flint, Matron

“Who knew a finance course could be so engaging and enjoyable. David’s humour and excellent knowledge of clinical set-ups made it an interesting, informative day.”

“Thank you for a very informative session, you made it clear and easy to follow and to understand, keeping people motivated to make changes.”

“Insightful and thought provoking day. David has a witty sense of humour and delivers finance training in an articulate yet simplified manner for everyone to understand.”

“Delivered in an open, honest, fun way. (didn’t expect the fun!) Provided me with insight and has helped to demystify the unknowns of finance (basic!). Feel more confident to ask questions and challenge.”

“At the end of the day I had a far better understanding of finance and budgets. David made the day very entertaining, interactive and practical. I thoroughly recommend this course to all budget holders.” Helen Pailthorpe, Head of Service, Community Dental, Berkshire NHS Foundation Trust

“Finance can sometimes be dull and unexciting, whilst being immensely important. David delivered the training enthusiastically and made it very interesting and relevant to us all. I would recommend it.”Tracy Bullen,
Community Dental, Berkshire NHS Foundation Trust

It’s always interesting to see how people’s confidence in interpreting financial reports can be transformed in just a day. I’ve spent two decades doing finance training within the NHS and have developed a Seven Step Method for interpreting financial reports using seven questions, making three calculations and taking no more than 15 minutes. It works every time.


It’s essential to have a Budgetary Control Policy within your organisation if you’re going to have clear standards of financial support and clear policies for financial practice. Examples of Budgetary Control Policies include:

Lincolnshire Partnership – Budgetary Control Manual
The Shrewsbury and Telford Hospital NHS Trust – Budgetary Control Policy
Northern, Eastern and Western Devon CCG – Budget Holders Manual

I wish you luck in implementing your Action Plan. Do let me know how you get on. Many thanks to everyone who made the day so successful. Feel free to leave a review below in Leave A Reply. Thank you.

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