You + Us = More. More support. More advice. More understanding.
Over the years, our academy specialists have helped over 100 clients at every level – from stand-alone primary and secondary schools to national multi-academy trusts. So, you can rely on our help to satisfy governance, financial and HR requirements all year round.
Join forces with our sector experts, and you won’t have to worry about ticking those audit and accounting boxes on time. You’ll also have access to across-the-board training and information, from accounting workshops to technical updates. To top it off, our relationship with the Education and Skills Funding Agency (ESFA) means you’ll stay primed on the latest regulations.
Use the buttons below to learn more about our specialist services for not-for-profits and find out more about how we can help you.
Financial compliance and reporting to regulators is now an all-year-round task for academy trusts. But to truly succeed, it's important to meet these requirements and strive towards excellence in your academy trusts financial management.
To accurately budget, forecast and ensure long-term financial stability, it’s important that trusts can analyse their financial results and understand how their performance compares to their peers.
That’s why we publish our annual Academy trust benchmarking report each year, giving you an overview of sector trends and key operational margins.
Our events have been created to support academy trustees, finance staff and finance teams. If you’re looking for events tailored to the broader charity and not-for-profit sector, we have a separate event planner for you – view the charity and not-for-profit event planner.
All our events are free of charge and hosted by our sector specialists. Our in-person events are also accompanied by networking sessions where you’ll have the chance to speak further with our experts and other event attendees.
Date: Tuesday 9 July 2024
Time: 10:00 - 12:30
Format: In-person
Our Academies annual update, in partnership with Stone King, is the highlight of our academy events calendar. This in-person event promises a comprehensive exploration of the critical financial and legal updates shaping the academy sector.
This event offers a morning dedicated to essential updates in accounting, governance, legal, and employment law, all tailored to address their specific impacts on both single- and multi-academy trusts. If you hold a key finance role, serve as a trustee, or govern an academy, mark this event as a must-attend on your calendar.
Understanding and setting an effective and realistic reserves policy is a key part of an academy trust’s financial planning and there’s no denying the importance of maintaining adequate reserves, but how do you ensure you’re balancing the needs of today’s pupils versus tomorrow’s?
A board focuses on where it can make its greatest impact, and in doing so, trustees often make assumptions, well-informed or not, about the processes and knowledge that form part of a normal day-to-day operation within academies and schools.
Board Assurance is a comprehensive guide introducing the Board Assurance Framework (BAF) and the 3 levels of assurance. Together, these practices can encourage an assurance mindset and help to reduce risks when making assumptions.