CFO & COO Insider
A live, regular discussion about the trust finance topics that matter most.
CFO & COO INSIDER
CFO & COO INSIDER is a series of live sessions designed specifically for finance and operations leaders in Multi-Academy Trusts. These discussions tackle the key financial and strategic challenges facing Trusts today—offering insights, expert advice, and real-world solutions.
What You’ll Gain from These Sessions:
- Expert insights on the latest finance and operational challenges facing MATs
- Real-world strategies for smarter financial planning and compliance
- Exclusive updates on funding, budgeting, and policy changes
- The opportunity to ask questions and join the conversation
Upcoming Webinars
February 10th | 10-11am
Join our expert SBS advisors, Helen Dowsett and Connor Wilson, for an exclusive taster session showcasing the SBS Financial Planner.
Raising The MAT Standard
March 10th | 2-3pm
In this live webinar, we’ll explore the current MAT finance landscape, hearing directly from Trust leaders about the challenges they’re facing and how they’re adapting their financial planning to stay in control.
SBS ICFP Taster Session
March 19th | 10-11am
Join us for a practical walkthrough of how SBS ICFP can help you inform your budgets using curriculum-aligned planning.
SBS Financial Planner Taster Session for Maintained Schools
April 16th | 10-11am
Join our expert SBS advisors, Helen Dowsett and Connor Wilson, for an exclusive taster session showcasing the SBS Financial Planner specifically focused on maintained schools.
Previous CFO & COO Insider sessions
Reports
Budget Assumptions 2025: What are you planning?
Download the summary notes from our discussion with Susan Fielden (CST) and Julia Harnden (ASCL) for essential updates on funding updates and pay & expenditure forecasts.
Spending Review Unpacked
Following the Chancellor’s multi-year Spending Review announcement on June 11, this session explored what we know so far—and what’s still uncertain—for schools and Trusts planning their budgets. Read on for key takeaways and practical actions.
Download the MAT Leaders Survey Report
We surveyed MAT Leaders nationally on their largest challenges including SEND and AI in education. Download the full report from the 2025 survey and get access to the live discussion with a panel of MAT Leaders.
