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Academy Finance Training for School Business Professionals, CFOs, Finance Staff and those aspiring to these roles (Summer 2024)

Starting Wednesday 24th April 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 summer term cohort of our popular modular academy finance training programme designed specifically for academy school business professionals with financial management responsibilities, Chief Financial Officers, School Business Managers, finance staff and anyone aspiring for these roles.

Join Justine Berkeley, Managing Director of SBM Services, on Wednesday 24th April 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.

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 (Summer 2024 SBM/CFO)
Wednesday 24th April 2024 - 09:30 - 12:30

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

Module 2: Income and Budget Setting (Summer 2024 SBM/CFO)
Wed 5th Jun 2024 - 09:30 - 12:30

Understanding your funding streams and how they are calculated and approaches to preparing 1 and 3 year budgets.

Module 3: Month End and Year End closure of accounts and preparing management accounts and other budget monitoring reports (Summer 2024 SBM/CFO)
Mon 8th Jul 2024 - 09:30 - 12:30

Understanding the processes to follow to ensure a robust month end closure of accounts and support in the preparation of preparing monthly management accounts that are compliant with ESFA requirements to include balance sheet and cash flow management.

Module 4: Efficient Deployment of Resources (Summer 2024 SBM/CFO)
Wed 11th Sep 2024 - 09:30 - 12:30

Understanding the principles of integrated curriculum financial planning and how to carry out financial benchmarking and best practice in procurement and contract management.

Who is this course for:

This workshop is ideal for academy school business professionals with financial management responsibilities, Chief Financial Officers, finance staff and those aspiring to these positions

Course Duration:

3 hours




Wed 24th Apr 2024
Wed 5th Jun 2024
Mon 8th Jul 2024
Wed 11th Sep 2024



Registration Closed