SBM Bitesize - Management Accounts: The Essential Compliance Checklist
Thursday 10th September 2026 09:30 - 10:15
Overview:
Management accounts are one of the Board's most important sources of financial assurance, but are they providing everything the Academy Trust Handbook requires?
In this session, we'll explore what a compliant set of management accounts should include, the key DfE expectations, and the common areas trusts often overlook.
Whether you're preparing management accounts yourself or reviewing them as a trust leader, we'll provide a practical framework for assessing whether your reporting is meeting the required standard.
Delivered by: Cherie Ames-Tull
Who is this course for:
This workshop is ideal for Trustees, Governors, CEO's, Headteachers, School Business Leaders and Finance Staff
