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
Downloads
Find out who can undertake the review, what is covered and new 2025/26 requirements.
A Guide to Financial Modelling
Find out how SBS Financial Planner can help you create unlimited scenarios and compare them to your budget to optimising your spending.
Make sure your MIS is the best fit
Discover why picking the right MIS is critical for your school and how it affects school tasks and talking with each other.
Interactive Finance Planner
With upcoming submission dates for the 2025/26 academic year, including who needs to see the report.
Check off when each submission is complete and add personalised notes into this interactive planner.
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.
