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.
Next session
A systems-based approach to trust leadership
Thursday 26th September 10.00-10.40
Leyla Tovey, Roz McLaren
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. These have been proven to improve the efficiency and integration of educational and operational priorities.
Resource from previous session
Budget Assumptions: What are you planning?
Leyla Tovey was joined by Susan Fielden (CST Trust & School Funding Policy Specialist) and Julia Harnden (ASCL Funding Specialist)
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.
Previous session - December
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.
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.