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Academy Finance Training for CEOs and Headteachers

Starting Wednesday 18th September 2024


- Want to gain a better understanding of financial management for academy trusts?
- Want to feel confident that your trust is compliant with the Academy Trust Handbook?
- Want to ensure your financial operations are running as smoothly as possible?

Then our modular academy finance training is just what you need!

SBM Services are pleased to launch an autumn term 2024 cohort of our popular modular academy finance training programme designed specifically for Chief Executive Officers, Headteachers, Accounting Officers, or those aspiring to any of these roles.

Join Justine Berkeley, Managing Director of SBM Services, on Wednesday 18th September 2023 for the first of 4 modules. Justine will work with you to explore the fundamentals of academy finances, supporting you in feeling better equipped to effectively manage your trust’s funds.

This programme is a must for those who wish to fully understand their financial management and Accounting Officer responsibilities, deepen their understanding of accountancy and fully understand the financial regulatory environment in which trusts have to operate.

As part of the programme, you will also receive 6 months' access to The SBM Toolkit, a one stop library of school business management resources (normal price £125).

Module 1: The Regulatory Environment (Autumn 2024 CEO/Headteachers)
Wednesday 18th September 2024 - 09:30 - 12:30

Understanding finance roles and responsibilities; compliance with the finance regulatory environment; implementing a robust internal control system.

Module 2: Income and Budgeting (Autumn 2024 CEO/Headteachers)
Tue 5th Nov 2024 - 09:30 - 12:30

Understanding your funding streams; setting a balanced budget, preparing a medium term financial forecast.

Module 3: Budget Monitoring and Reporting (Autumn 2024 CEO/Headteachers)
Wed 8th Jan 2025 - 09:30 - 12:30

Understanding the process of completing monthly management accounts; Interpreting financial reports; understanding the balance sheet.

Module 4: Efficient Deployment of Resources (Autumn 2024 CEO/Headteachers)
Tue 11th Feb 2025 - 09:30 - 12:30

How to carry out financial benchmarking; understanding the principles of integrated curriculum financial planning; procurement and contract management.

Who is this course for:

This workshop is ideal for CEOs, Chief Executive Officers, Principals, Headteachers and Accounting Officers

Course Duration:

3 hours




Wed 18th Sep 2024
Tue 5th Nov 2024
Wed 8th Jan 2025
Tue 11th Feb 2025



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