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school business managers toolkit

2 December 2014

Converting to academy status is a challenging and uncertain time for everyone involved but, almost without exception, it is the School Business Manager (SBM) who is affected the most. Whether it is project managing the process, procuring professional support, or putting new systems in place, the SBM is heavily involved from the outset. Many SBMs also find that their role at the school also changes the most after conversion, often without the support from the LA which the SBM came accustomed to before the conversion.

As a SBM of an established multi academy trust, I have been through this process and would have really welcomed guidance from somebody who had trodden the path before me. The regulation of academies’ finances continues to evolve at a rapid pace and it is essential that SBMs have regular updates to ensure that the stay on top of development. It is therefore with great pleasure I have co-authored this guidance with Browne Jacobson and their trusted partners to make sure SBMs are not alone.

The aim of this toolkit is to help SBMs all the way through their journey, from making the decision to convert, to completing their first year audit. Browne Jacobson are at the forefront of legal developments in education, acting for many academies. They also work very closely with Baker Tilly and Lloyds Bank and so are able to offer essential advice and guidance on much wider issues.

I hope you find this guidance useful.

Daniel Moore, The Becket School

The School Business Manager toolkit

If you would like a complimentary full copy of our toolkit, just fill out the form with your details. Once you have received the full copy, if there are any updates you need to know about or any new documents added to the toolkit that you will find useful we will send them straight on.

Here's a sample of a couple of the documents you can find in the toolkit...

The full toolkit also includes:

  • a month end checklist
  • information on key services
  • details on producing financial returns.

This content is provided for the purposes of general interest and information. It contains only brief summaries of aspects of the subject matter and does not provide comprehensive statements of the law. It does not constitute legal advice and does not provide a substitute for it.

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