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The CFO & COO INSIDER is a live, regular discussion about the trust finance topics that matter most.

Hosted by Leyla Tovey, SBS Managing Director

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Subscribe to the CFO & COO INSIDER to be kept informed on upcoming discussions on the most important trust finance topics, providing valuable insights and advice.

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Next session

Autumn Budget Essentials: What CFOs and COOs Need to Know

Join SBS's Head of Finance Services, Lara Scadding, and Kelly Crawford, Finance Service Lead, along with Susan Fielden, Trust and School Funding Policy Specialist for CST, as they dissect the recent budget announcement.

This session will provide critical insights into the budget’s implications for schools and MATs, exploring how changes to funding and the National Funding Formula (NFF) may impact strategic planning in education.

Tuesday 3rd December 10.00-10.40
Leyla Tovey

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Upcoming session

The Impact of Digital Transformation

Thursday 23rd January 10.00-10.40
Leyla Tovey

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Previous session - October 2024

MAT Leaders' Challenges 2024:

Survey insights and findings

Leyla and Barry were joined by MAT leaders' Dom Harrex and Jackie Mullen to discuss the latest results of the MAT Leaders Survey 2024. Topics included falling pupil numbers, SEND and the use of AI in education. 

Download the presentation slides, webinar recording and a copy of the MAT Leaders Survey report below.

 

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Previous session - September 2024

A Systems-Based Approach to Trust Leadership

In this session Leyla will be joined by Roz McLaren (former Deputy CEO and MAT strategy & growth consultant) to explore three systems Roz introduced at her previous trust: Action Trackers, Single Plans and Termly Reviews

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Previous session - March 2024

Budget Assumptions: What are you planning?

This live session explored the current context and financial landscape for schools and trusts, and their impact on budget planning. The webinar took the form of an ‘Ask the Audience’-style collaboration, looking at assumption ranges in the key income and expenditure categories.

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Previous session - December 2023

Benchmarking & Curriculum-Led Budgeting

Leyla was joined by Richard Page (Director of Operations and Digital at SBS), Benedicte Yue (CFO at River Learning Trust) and Mark Hancock (Data Director at River Learning Trust) to discuss key benchmarks, adjustments and limitations to curriculum-led budgeting. 

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Previous session - February 29th 2024

Laying a Foundation for Growth  

Leyla was joined by Christopher Dryer (Director of Finance & Operations, St Bartholomew's CE Multi Academy Trust) to explore the benefit of ensuring scalable systems and processes are in place prior to MAT growth.

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About School Business Services

School Business Services’ education-specific teams specialise in Finance, MIS and ICT.

Our professional services include short- and long-term cover for finance and data staff at all levels, along with management accounting, internal scrutiny and timetabling.

Our financial forecasting and planning software SBS Budgets is used by over 2,000 schools and 200 MATs.