STAYING COMPLIANT. LEARNING LESSONS. LOOKING FORWARD

Andy is Associate Partner in the Not For Profit team. He has significant experience in working with academies, independent schools, charities and other not for profit organisations, and specialises in providing audit and assurance services as well as advising on financial reporting, internal controls and governance.   

Glen works with a variety of clients across the Not for Profit sector, including local and regional charities, academies and colleges. By sharing best practice and improving the robustness and efficiency of their systems and controls, Glen’s aim is to enable his clients to focus on delivering their strategic mission and objectives, safe in the knowledge that their financial reporting systems are efficient, accurate and fully compliant. 

Helen is a VAT and Indirect Taxes Senior Manager at Cooper Parry, with nearly 15 years of tax experience. Helen leads our VAT and indirect tax offering to our Not For Profit and education clients. Helen works with numerous charities, academies and universities, helping them navigate through the complicated VAT world of partial exemption, non-business restrictions and everything in between. Helen prides herself on her ability to guide her clients through complex VAT problems and challenges, ensuring that risk is managed, good relationships with HMRC are preserved, and that VAT obligations are fully understood.    

Helen is also a stamp taxes expert and often works across the wider Cooper Parry tax team supporting on projects including group re-organisations, mergers and acquisitions and property purchases.   

Nico leads Cooper Parry’s sustainability efforts, B-Corp journey and net zero targets. She’s also an Expert Panel member for Accounting for Sustainability (A4S), supporting the delivery of A4S’ aims through shaping its practical guidance, research and thought leadership publications.  

Nico works with clients to support them on similar journeys to Cooper Parry’s. Particularly where they need support in the sea of confusing ESG regulations and benchmarks.  

Julia is the ASCL Funding Specialist and works with members in academies and maintained schools across mainstream and specialist provision. Most of Julia’s work with members is helping them to develop sustainable strategic financial plans and building financial resilience through effective resource management and embedding integrated curriculum and financial planning (ICFP). 

Rebecca is a Resource Management Consultant and DfE Accredited SRMA, a Fellow of ISBL, proud recipient of the ISBL CEO Award for Exceptional Contribution to School Business Leadership and governor of an Ofsted ‘outstanding in all areas’ (Dec 2023) primary school.  Rebecca applies 34 years of knowledge gained across the business and education sector to her work with local authorities, maintained schools, academies and Trusts.  

Rebecca has supported LA’s, maintained schools, SATs and MATs reviewing budgets in excess of £70m. Having secured DfE accreditation as an SRMA in 2019, she has supported the programme through over 100 deployments, as an Accreditor, QA Assessor, Mentor and is ISBL Regional Team Leader for the West Midlands.

Sharon is SRMA and ISBL SRMA Regional Team Leader for East Midlands and Humber region. A DSBM Tutor and Fellow of ISBL  

She joined ISBL as an SRMA during the Pilot in 2018, since then I have carried out over 20 deployments in MATS, SATS and LA’s, including Secondary, Primary, Middle and Special schools.  Sharon supports the SRMA programme through being a CFO Mentor, QA Assessor, Mentor for aspiring and new SRMA’s.    

Sharon is also currently working as an interim CFO and DCEO, covering a maternity leave for 1 year.  This Trust has 20 schools, made up of 1 Secondary and 19 Primary (including small academies).