Academy Modular Finance Training

Starting Tuesday 30th September 2025

Overview:

- 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 autumn term cohort of our popular modular academy finance training programme. Whether you’re a CEO, CFO, school business professional, or aspiring to these roles, this training is just what you need. Learn about the fundamental principles of academy finances with us.

Join Justine Berkeley and Cherie Ames-Tull, Director, on Tuesday, 30 September 2025, for the first of 4 modules. Justine and Cherie will work with you to explore the fundamentals of academy finances, supporting you in feeling better equipped to manage your trust’s funds effectively.

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 £195), plus our termly Education Business Briefings via Zoom.

Module 1: The Regulatory Environment
Tuesday 30th September 2025 - 09:30 - 12:30

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

Module 2: Income and Budgeting
Tue 18th Nov 2025 - 09:30 - 12:30

Understanding your funding streams; setting a balanced budget, preparing a medium term financial forecast.

Module 3: Budget Monitoring and Financial Reporting
Tue 20th Jan 2026 - 09:30 - 12:30

Understanding the process of completing monthly management accounts; Interpreting financial reports; understanding the balance sheet.

Module 4: Efficient Deployment of Resources
Tue 3rd Mar 2026 - 09:30 - 12:30

How to carry out financial benchmarking; understanding the principles of integrated curriculum financial planning; procurement and contract management.

Who is this course for:

This workshop is ideal for CEOs, Chief Executive Officers, Principals, Headteachers, Accounting Officers, Academy Finance Staff, School Business Leaders and Chief Financial Officers

Course Duration:

3 hours

Cost:

£795