Cost:
£100 + VAT per delegate
Finance Briefings
Half-termly updates for anyone with responsibility for strategic financial decision making.
Dates:
Summer Term 2026
Wednesday 8th July | ZOOM
Autumn Term 2026
Tuesday 13th October | ZOOM
Time:
9:00am – 11:00am
Facilitators:
Andrew Pilmore (CEO)
David Bagley ACMA
Emma Bagley
A half-termly strategic update for finance officers, chief financial officers, bursars, business managers and anyone with financial responsibility.
- These briefings provide valuable information at key points in the year to ensure you’re well informed.
- We will also cover all aspects of finance in depth.
Examples of past content include:
- Undertaking a SEND audit;
- Managing a deficit budget;
- Effective finance reporting.
Each half term we cover a new area in detail.
Delegates will receive:
- Updates on key issues;
- Useful financial tools;
- Understanding of changes in reporting requirements and financial regulations;
- Clarity on expectations around financial compliance.
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.
Who should attend:
- Finance officers;
- Chief financial officers;
- Bursars;
- Business managers;
- Anyone else with financial responsibility.
Feedback from regular attendees:
“As a relative newcomer to the education sector, the finance briefings have proven an invaluable one-stop shop to me. As long as I attend them, I know exactly what is coming up and I haven’t missed a deadline or funding opportunity yet.”
Cari HaynesBusiness Manager - Alcester Academy
Spring 2027
Coming Soon...
Finance Briefings FAQ
- What are the Finance Briefings?
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. - Who should attend?
Finance officers, chief financial officers, bursars, business managers and anyone with financial responsibility. - What will be covered?
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. - Who delivers the briefings?
The finance briefings are delivered by named facilitators listed on the page. - How often do they run?
They run across the year to provide timely finance updates for schools and trusts. - How do I book a place?
Use the booking/register option on the page to secure a place, or contact the team if you need help with booking or invoicing.
