Empowering education: Exploring the impact of sound financial planning on school improvement strategies
Join our education experts at our Newton Aycliffe office for an exclusive 'School Leaders breakfast' roundtable series, where we invite you to share your insights and contribute your experiences over coffee and breakfast. Our next in-person roundtable of the series will focus on financial planning and procurement advice.
This session will address how sound financial planning/awareness impacts on school improvement planning, including:
📜 Statutory financial requirements - 'the musts'
💼 How to master financial management
📊 Key aspects of financial benchmarking - why it is useful
📚 Benefits of integrated curriculum financial planning (ICFP).
These complimentary events, hosted by our EPM team, will bring together valuable experience and education sector expertise to provide informative discussion forums during the coming months.
Please note: delegate numbers are capped at 20 for the best possible learning opportunities and will be allocated on a first come, first served basis, so please book early to avoid disappointment.
We understand how tough the current climate can be with budgets continually being squeezed and the education landscape continuously changing. Therefore, it's more important than ever that we have a community and sounding board for school leaders to share their learnings and challenges in a safe space.
Don't miss your chance to join sector colleagues, hear from industry experts, and enjoy a fantastic networking opportunity (with the added benefit of refreshments).
Meet your hosts and expert panel
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Kathryn is a qualified Chartered Accountant and Fellow of the Institute of Chartered Accountants in England & Wales (ICAEW). Before joining EPM, Kathryn worked for a local firm of Chartered Accountants and Business Advisers for over 16 years. At EPM, she provides finance director support to single and multi-academy trusts to meet their statutory obligations.
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Michelle Thompson
Lead Service Development Partner
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Michelle has a decade's experience in the education sector and holds a Professional Diploma in Accounting. Her expertise spans from serving in our Finance Advisory Team to joining the MAT Development Team two years ago. She specialises in facilitating conversion and MAT transfer projects and is a qualified School Resource Management Advisor (SRMA).
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Kathryn is a qualified Chartered Accountant and Fellow of the Institute of Chartered Accountants in England & Wales (ICAEW). Before joining EPM, Kathryn worked for a local firm of Chartered Accountants and Business Advisers for over 16 years. At EPM, she provides finance director support to single and multi-academy trusts to meet their statutory obligations.
Michelle has a decade's experience in the education sector and holds a Professional Diploma in Accounting. Her expertise spans from serving in our Finance Advisory Team to joining the MAT Development Team two years ago. She specialises in facilitating conversion and MAT transfer projects and is a qualified School Resource Management Advisor (SRMA).