• School Business Leaders and Managers (SBLs / SBMs)

• Finance Directors (FDs) and senior finance staff

• Trust finance and operations leaders

• Senior leaders with responsibility for financial strategy

• Those involved in budgeting, forecasting and long-term financial planning

• Strengthen your understanding of strategic financial planning in schools and trusts

• Improve confidence in budget setting, forecasting and scenario planning

• Gain insight into managing financial risk and uncertainty

• Explore approaches to long-term sustainability and resilience

• Take away practical ideas you can apply within your organisation

• Strategic budgeting and financial forecasting

  • Medium- and long-term financial planning

  • Managing financial risk, pressure and uncertainty

  • Supporting organisational priorities through effective financial decision-making

  • Ensuring sustainability in challenging financial climates

Financial planning in education has never been more complex, with rising costs, funding pressures and increasing accountability.

This symposium provides the opportunity to step back from day-to-day demands, reflect on your financial strategy and gain practical insight to support sustainable, informed and confident financial leadership.

The symposium offers valuable opportunities to:

• Network with fellow School Business Professionals and finance leaders

• Share challenges, ideas and best practice

• Build connections with peers working in similar contexts

• Engage with sector experts and partners

Who should attend?
This event is suitable for SBPs, finance leaders and senior staff involved in financial planning and decision-making.

Is this event suitable for trusts and maintained schools?
Yes — the content is relevant to both trust and maintained school contexts.

Will there be opportunities to ask questions?
Yes — there will be dedicated time for discussion, questions and audience engagement.

Is catering provided?
Yes