STAYING COMPLIANT. LEARNING LESSONS. LOOKING FORWARD

Thursday 11 July
Millennium Point, Birmingham
09:15 am - 1:30 pm


3 minute read

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CP’S REGULAR EVENT TO UPDATE ACADEMY BUSINESS LEADERS ON CURRENT ISSUES & DEVELOPMENTS ACROSS THE SECTOR 

It may feel a long way off, but it’ll come round in no time at all – secure your place at our annual event for Academy Business Leaders. It’ll keep you up to date to what’s going on across the sector. 

It’s an easy way to stay up to date in an ever evolving environment. Our free Academies specific event is the ideal way to get ahead of the game and stay on top of developments.  

We have external speakers from the ASCL and ISBL joining our not-for-profit and education sector gurus. They’ll dazzle you with a practical update on the latest developments and issues. Including how best to approach and implement key changes in your Trust.

They’ll be imparting some knowledge gems and top tips. 

ASCL: BUDGETS & FUNDING 

The latest developments in funding including pay increases etc. With top tips for approaching budget forecast returns. 

FINANCIAL & REGULATORY CHANGES. KEY TAKEAWAYS 

An update on the key changes in the Academies Accounts Direction for the 2023/24 year, the Academy Trust Handbook for the 2024 year. Plus, an update on other relevant sector developments including ESFA/DfE guidance etc. 

ISBL Engaging in an SRMA Review  

So what does an SRMA review actually cover? The benefits of engaging in a review for your Trust and how to go about organising one. 

VAT: KEY RISK AREAS AND PLANNING POINTS  

An update on key risk areas in VAT for academies and how best Trusts can mitigate against these risks. 

COMMON ISSUES AND PROBLEM AREAS IN THE YEAR END AUDIT  

An insight into some of the common and tricky issues we encounter from our audits and regularity assurance projects. The session will help you plan ahead so your year end audit is a success. 

GETTING SUSTAINABILITY SUSSED  

Learn more about the key Environmental, Social and Governance (ESG) reporting requirements for academies. Including what’s on the horizon if International Financial Reporting Standards (IFRS) sustainability disclosure standards are adopted in the UK. You’ll get a heads up on what process / information you should start looking at to have in place for this. 

So, if you’re a business leader in an Academy Trust join us for our annual academies sector focussed event.

 

Andy Jones

Not- For- Profit Associate Partner & Head of Education - Cooper Parry

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.   

Read more about Andy

Glen Bott

Not- For- Profit Associate Partner & Head of Charities - Cooper Parry

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. 

Read more about Glen

Helen Channer

VAT Senior Manager - Cooper Parry

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.   

Read more about Helen

Nicoleta Voicu

Head of Sustainability - Cooper Parry

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.  

Read more about Nico

Julia Harnden

Funding Specialist - ASCL

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). 

Read more about Julia

Rebecca Beaver

Lead consultant & SRMA- RBMA Consultancy

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.

Read more about Rebecca

Sharon Thorp

Director - Consilium Business Services LTD

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).  

Read more about Sharon

AGENDA


09:15 – 10.00am

ARRIVAL, DRINKS & NETWORKING


10.00 – 10.10am

WELCOME


10.10 – 10.35am

ASCL: BUDGETS & FUNDING


10:.35 – 10.55am

FINANCIAL & REGULATORY CHANGES. KEY TAKEAWAYS


10:55 – 11.15am

ISBL Engaging in an SRMA Review


11.15 – 11.35am

Cuppa Break


11:35 – 11.55am

VAT: KEY RISK AREAS AND PLANNING POINTS


11:55 – 12.15pm

COMMON ISSUES AND PROBLEM AREAS IN THE YEAR END AUDIT


12.15 - 12.35pm

GETTING SUSTAINABILITY SUSSED


12:35 – 12.45pm

Q&A 


12:45 – 1:30pm

LUNCH & NETWORKING


1.30pm

FINISH