
This 45 minute workshop gives you an insight into school benchmarking. Reviewing your school data, looking at data sets.
You'll leave the session with a greater understanding of benchmarking with the ability to explain the story behind your school data.
This session is suitable for School Business Professionals, Headteachers, Deputy Headteachers, Assistant Headteachers, Heads of School and Governors.

This 60 minute virtual training session gives you practical insight into effective budget monitoring in schools. You’ll explore how to track income and expenditure, understand variances, and use financial data to support informed decision-making throughout the year.
You’ll leave the session with a clearer understanding of budget monitoring processes and the ability to explain the financial story behind your school’s accounts.
This session is suitable for School Business Professionals, Headteachers

This 45 minute training session gives you practical insight into effective budget setting in schools. You’ll explore how to build a robust, realistic budget that aligns with your school’s strategic priorities, pupil numbers, and funding constraints.
By working through the key stages of the budget-setting process, including forecasting income and expenditure and planning for future pressures.
This session is suitable for SBPs, Headteachers, Deputy Headteachers, Heads of School and Governors.

This 45 minute virtual training session gives you practical insight into completing the School Financial Value Standard (SFVS) DfE return.
You’ll explore the purpose of the return, what good practice looks like, and how to use it as a meaningful self-assessment tool rather than a tick-box exercise.
By working through the key sections of the SFVS, you’ll understand how to gather evidence, answer questions accurately.
This session is suitable for suitable for SBP's Headteachers and Governors.

This 45 minute training session gives you practical insight into school finance for governors, helping you to understand your strategic role in financial oversight and accountability.
You’ll explore key aspects of school finance, including budget setting, budget monitoring, financial controls, and value for money, enabling you to ask the right questions and provide effective challenge and support.
This session is suitable for School Governors, Trustees, and members of finance committees.

This 45 minute virtual training session gives you practical insight into effective income generation in schools.
You’ll explore a range of income generation strategies, from lettings and partnerships to grants and fundraising, and learn how to assess their financial viability and impact on your school community.
You’ll leave the session with a clearer understanding of how to develop and implement an income generation plan
This session is suitable for SBP's, SLT & Governors.
All spaces are non-refundable

Over the years, Steven has built a strong reputation for delivering high-quality, engaging school business workshops for teaching schools, NPQH programmes, conferences, and teaching partnerships across the country.
Our training is designed to be practical, relevant, and immediately applicable. We work closely with each organisation to tailor every session to their specific context and priorities, whether the focus is on budget setting, budget monitoring, benchmarking, income generation, administration or a more specialist area of school business management.
With extensive experience across a wide range of school settings, we understand the financial and operational challenges schools face.
Our workshops combine up-to-date guidance, real-world examples, and clear explanations, ensuring delegates leave with increased confidence, clarity, and the tools they need to make informed decisions.
No two organisations are the same, which is why our bespoke approach ensures every session delivers maximum impact and real value for your organisation and your delegates.
Get in touch here.
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We provide a comprehensive financial review to ensure transparency and accuracy in school fund management.
Independent Review – A thorough examination of accounting records to verify that the financial statements fairly reflect the school fund, income and expenditure. This includes detailed testing and validation of transactions.