Academies Update Seminar – MHA Carpenter Box, Worthing, 8.30am, 11th July
Our free seminar will bring you the latest industry updates to help you plan for the year ahead.
Static funding and ever-increasing costs continue to provide a significant challenge to schools attempting to balance the books. In addition, legislation continues to change as those in power grapple with the issues. In March, the Public Accounts Committee reported that it was crucial for academy trusts to “show the highest standards of governance, accountability and financial management”. Whilst in February the National Audit Office recommended that the Department for Education “should reinforce and consistently apply tests of financial risk and due diligence to all academies and trustees”.
Suitable for businesses managers and trustees, this event will update you on what has changed relating to the accounts requirements and prepare you for the year-end process. We have some cautionary tales about the threat of fraud and will aim to inspire you with income-generating ideas, tips on cost savings and efficiencies and how to protect your future through building a vitality plan.
We will cover:
- The power of lean efficiency methodology
- Sector updates and preparing for the year end
- Fraud and regularity
- Income generation solutions for schools
- Developing a vitality plan
Robin Evans, Partner, MHA Carpenter Box
Robin is a Senior Statutory Auditor. He is a member of our Not for Profit group and heads up the Academies sector team, playing a hands on role in the conversion process and beyond. Robin has ten years’ experience as a school governor in West Sussex, including seven years as Chair of Finance and two as Chair of Governors.
Rob Lee, Associate, MHA Carpenter Box
Rob qualified as a chartered accountant with PwC prior to joining MHA Carpenter Box. As a specialist member of our Academies sector team, Rob has advised on internal systems and processes, supported the academy conversion process, as well as performing compliance work for educational organisations.
Simon Oxenham, Trustee, Institute of School Business Leadership
Simon is the Director of Resources for Southend High School for Boys in Essex, the ISBL national lead on school finance and efficiency. As a qualified Accountant and Project Manager, he spent a number of years working in the charity sector and working on finance system-related projects. Simon has delivered numerous training sessions and presentations with the Education & Skills Funding Authority (ESFA), and on behalf of ISBL. He is also a member of one of the ESFA’s Financial Assurance working groups and the ISBL Funding Special Interest Group.
When not delivering seminars, Richard focuses on the commercial side of his business, which enables the company
to meet its remit as a Social Enterprise, improving children’s educational experiences by reinvesting profits back into the business to further meet the needs of the communities that they serve.