Finance briefings
Our Finance Briefings are designed to help school finance professionals stay informed, prepared and confident in managing financial responsibilities throughout the academic year.
£100 +VAT per delegate
Online ZOOM (9:00am – 11:00am)
Who should attend:
- Finance officers;
- Chief financial officers;
- Bursars;
- Business managers;
- Anyone else with financial responsibility.
Essential Financial Updates for Schools,
Academies and Trusts
School finance continues to evolve at pace, with increasing pressure on budgets, compliance requirements, reporting expectations and strategic financial planning.
Our Finance Briefings are designed to help school finance professionals stay informed, prepared and confident in managing financial responsibilities effectively throughout the academic year.
Delivered by experienced education finance specialists, these termly briefings provide practical guidance, key updates and expert insight into the issues affecting schools, academies and trusts right now.
Why Attend Our Finance Briefings?
These sessions provide a clear and concise overview of the latest developments in school finance, helping delegates understand changing expectations while gaining practical strategies that can be implemented immediately within their setting.
Our briefings are designed to save valuable time by bringing together the most important financial updates, deadlines and priorities into one focused session.
What do you really need to know at key times?
This CPD will provide that key information, allow time for questions and create a network of fellow professionals who can work with each other. Led by Andrew Pilmore and Emma Bagley.
Topics regularly covered include:
- School and academy funding updates
- Budget planning and deficit management
- ESFA and DfE developments
- Financial compliance and reporting requirements
- Internal scrutiny and audit expectations
- SEND funding and financial planning
- Staffing and workforce cost pressures
- Procurement and value for money
- Financial benchmarking and strategic planning
- Risk management and financial governance
Each briefing also includes a focused deep-dive into a key finance topic relevant to the time of year.
Book online now
Summer 2026
Finance Briefing Summer Term – Wednesday 8th July 2026 – Online Zoom
Autumn 2026
Finance Briefing Autumn Term – Tuesday 13th October 2026 – Online Zoom
Finance briefings FAQ
Finance Briefings are strategic update sessions that summarise key developments and keep school and trust finance teams up to date at important points in the year.
Finance officers, chief financial officers, bursars, business managers and anyone with financial responsibility.
The briefings cover education finance updates and practical implications, including key deadlines and what’s coming up, with the aim of keeping you well informed.
The finance briefings are delivered by named facilitators listed on the page.
They run across the year to provide timely finance updates for schools and trusts.
Use the booking/register option on the page to secure a place, or contact the team if you need help with booking or invoicing.