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Academy Finance Training for CEOs, CFOs and School Business Professionals

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!

Join Justine Berkeley, Managing Director of SBM Services, on Wednesday 18th September 2024 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 responsibilities, deepen their understanding of accountancy and fully understand the financial regulatory environment in which trusts have to operate.

Who is this programme for?
- CEOs, Executive Headteachers or Accounting Officers
- School Business Professionals with financial responsibilities
- Chief Financial Officers and School Business Managers
- Finance staff
- Anyone aspiring to these roles

What will you gain?
- Confidence: Master your financial responsibilities within an academy trust.
- Knowledge: Deepen your understanding of accounting principles and best practices.
- Compliance: Navigate the complexities of the financial regulatory environment for academy trusts.
- Practical skills: Learn effective budgeting, forecasting and financial reporting techniques.
- Bonus: 6 months' free access to The SBM Toolkit, a valuable resource library for school business management (worth £145).

We believe that CEOs and CFOs benefit from being part of the same cohort, and given the financial challenges schools face, we’re offering a special deal: “buy one place, get another place at half price” for trusts sending more than one participant on this cohort.

Module 1: The Regulatory Environment
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
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 Financial Reporting
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
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


£795 (or 'buy one get one half price' for trusts booking more than one participant on this cohort)


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



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