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On Demand | Recorded Tuesday 22 October

Mastering MAT Growth: From Mergers to Management

A comprehensive guide to MAT growth, VAT challenges and good resource management . 

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Watch the MAT Growth webinar recording

Calling all multi-academy trust CEOs, Finance and Business Leaders!
Re-watch this informative session with the Education Skills & Funding Authority and HWB Accountants.
Unfortunately, Alan Rolfe from HWB Accountants was unwell on the day of the webinar so his presentation will follow shortly .

Part 01

Transforming Trusts: Insights from Merger and Growth Strategies

Martin Holyoak, iplicit for Education

Lessons from commercial sectors to navigate educational challenges to unlock success 

  • Cross-Sector Wisdom: Discover strategies from industries that have thrived, or dived, through mergers. 
  • Navigating the Education Landscape: Explore real challenges and triumphs that shape growing trusts. 
  • Operational Excellence: Prioritise key financial and operational strategies to drive sustainable MAT growth and mergers. 
Martin Holyoak (Circle)

Part 02

Key Insights for Navigating VAT Challenges in Academies

Alan Rolfe, HWB

  • Business vs. Non-Business Apportionment: Understand the nuances of VAT classification and how to effectively manage apportionment to optimise your academy’s finances. 
  • Sports Lettings: Explore the VAT implications of sports facilities and lettings, ensuring compliance while maximising revenue. 
  • Construction Projects: Gain insights into VAT considerations for construction projects, from planning to execution, to avoid common pitfalls. 
Alan Rolfe (Circle)

Part 03

The Importance of Good Resource Management & School Business Professionals

Chris Mills, School Resource Management Team, Department for Education

Hear how the School Resource Management (SRM) offer, a collection of free tools and guidance, designed in partnership with the sector, can support school business professionals. Learn more about the services, tools and data available and how they can support getting best use of resources.

Chris Mills (Circle)

A webinar delivered with specialist advice from

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Meet the speakers

A photograph of Martin Holyoa
 Martin Holyoak

MAT Sector Specialist
iplicit for Education

Martin has 10+ years’ experience in working with MATs within EdTech and 6 years’ working for PSF/IRIS implementing financial solutions to the education sector.

Martin has worked with trust leaders developing digital strategies to improve financial efficiencies. 

 

 

 

A photograph of Alan Rolfe
 Alan Rolfe

Senior Tax Manager
HWB Accountants

Alan Rolfe is the Senior Tax Manager at HWB Accountants and has 25 years’ experience of assisting clients with VAT, PAYE/NIC, personal and corporate tax advice. 

Alan specialises in Corporation Tax, reviewing all Corporation Tax computations of the firm. He is also a specialist VAT and PAYE/NIC adviser and is responsible for undertaking the firm’s PAYE/NIC and VAT health check service. 

Alan also works closely with academy clients advising on VAT matters including whether to register or claim, exempt supplies and the impact of trading subsidiaries.

A photograph of Chris Mills
 Chris Mills

Head of Engagement & Outreach
ESFA/DfE

Chris Mills is the Communications and Engagement lead in the School Resource Management team at the DfE. Chris joined the Schools Resource Management team in 2021, helping to co-draft in partnership with the sector the published School Resource Management Strategy: Building a Stronger System in 2022.

Prior to this Chris worked in the Apprenticeship team at the Department for Education, leading on the policy for the Traineeship programme which supported young people and adults into employment or further education.

 

Click here to register for the live webinar