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Finance & resources

Financial oversight in academy trusts: fulfilling the governance role

Training & development
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At a glance

Every trustee needs a sound understanding of funding as well as an awareness of their responsibilities for budget setting and monitoring and wider financial oversight. This session will help them ensure their trust gets value for money while making an impact.

This session will cover:

The current context for trust governance
Meeting the strategic and compliance roles of the trust board
The compliance framework
Effective financial management and the role of the trust board
Financial accountability, sustainability and responsibility within a trust – who does what
The role of the finance committee
Fully bespoke

This session can be tailored to the circumstances of your school or trust.

2 hour session

about this course

Who is this suitable for?

  • Trustees

We would also recommend the attendance of:

  • The governance professional
  • The CEO and chief financial officer

about this course

What are the benefits?

At the end of this session, participants will have a better understanding of how trust funding works and how to ensure that their trust’s finances are being well spent. They will also know how to meet the expectations of the trustee financial oversight role, including meeting the compliance obligations arising under the Academy Trust Handbook, charity and company law.  

about this course

How will you learn?

  • This session can be delivered via face-to-face or online workshop
  • It will be facilitated by a quality-assured NGA consultant with relevant governance and training expertise
  • The session will be interactive with a mixture of participant activities and facilitator-led explanation and discussion
  • It will be supported with session materials including a resource toolkit to help with next steps

Enquire now to book this for your board(s)

Book your training

If you would like to book the session or find out more then make an enquiry.

This training is designed for a group of participants at a school, trust or other organisation.

It is also suitable for a group of schools to share.

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