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Nailing the Day-to-Day Financials 

Finance Foundations for School Leaders



SEMINAR BRIEF 


This session is ideal for SBMs looking to strengthen their understanding of day-to-day financial operations. From budget management to financial reporting, we'll cover the essentials to help you stay compliant, efficient and accurate in your school's financial systems. Walk away with the confidence to manage your school's finances with ease.



IN THIS SEMINAR WE EXPLORE 


  • Core principles of school budgeting and financial planning. 

  • Tips for managing funds effectively in tight fiscal environments. 

  • Guidelines for maintaining financial transparency with stakeholders. 

  • Methods to track and report financial performance accurately. 

  • Approaches to optimise spending without compromising school goals. 



TAKE HOME POINTS 


Core financial management skills, compliance tips, budgeting and reporting essentials.



THIS SESSION IS FOR SCHOOL BUSINESS LEADERS WHO 

Are new to managing school finances and want to build confidence and competence in financial operations.

Clare Skinner
About the speaker


Clare has worked in the academy sector since 2013. Starting out in a four-form entry middle school in Worcestershire, then moving into a six-form entry secondary school with 6th Form in South Birmingham. Since January 2025, Clare has taken up the role of CFOO in the newly formed West Midlands Academy Trust. Her roles have seen her leading on finance, HR, estates, GDPR, H&S, network and marketing.

Clare has a degree in Business Administration, Level 5 Diploma in School Business Management and Level 7 Diploma in School Finance & Operational Leadership. Clare has also held the roles of governor, chair of governors, trustee and is currently member on a small MAT in Worcestershire. 


She is passionate about the vital role SBPs play in the education sector and a keen advocate for the development and recognition of those undertaking the roles.

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