Finance Briefings

Half-termly updates for anyone with responsibility for strategic financial decision making.


£90 + VAT per delegate


Summer 2024
Monday 20th May | ZOOM
Tuesday 2nd July | ZOOM

Autumn 2024
Tuesday 8th October | ZOOM
Wednesday 11th December | ZOOM


9:00am – 10:30am


Andrew Pilmore
David Bagley ACMA (CEO)
Lee Schofield

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, David Bagley ACMA (CEO) and Lee Schofield who have nearly 60 years experience between them.

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

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0121 333 3132

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