4. Ian Buss, Former Lloyds Banking Group Head of Education, now Director of Education Banking Consultancy
Release Date: 07/08/2019
DTT Edward Thomas Nov 2022
Developing the Trust
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20. Phil Reynolds; Formerly of Kreston Reeves and now PLR Advisory
Developing the Trust
For this episode Tim Warneford is in Sittingbourne in Kent to speak to Phil Reynolds. Phil has spent over 20 years specialising in academy schools accountancy firstly at pecialist accountants Kreston Reeves and now with his own consultancy PLR Advisory We explore how specialist accountancy can assist schools determine a trust strategy and how upskilling in house SLTT through training and development can achieve operational wins.
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19. James Robson, Chairman of Powerful Allies
Developing the Trust
For this episode Tim Warneford travels to Wiltshire to speak to Powerful Allies Chairman, James Robson, about the risks posed to academy schools for energy procurement in an un-regulated market place.
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18. CIF Update and How to Create a Successful Bid
Developing the Trust
The hot topic of conversation across the sector is the recent update from the ESFA, revealing that the much awaited publication of the 2021-22 round of Condition Improvement Fund (CIF) awards, have been postponed until ‘mid-June’.
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17. Harvey Sinclair, CEO E Energy PLC
Developing the Trust
On this episode Tim talks to Harvey Sinclair, a technology entrepreneur and CEO of E Energy PLC about the fast-moving world of lighting and also electrified heating discussing how schools can save energy and indeed costs by changing their electrics.
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16. Steve Bolt, Director of BCR Associates
Developing the Trust
Tim Warneford is in Alton, Hampshire, with Steve Bolt, director of BCR Associates, a cost management consultancy that support clients – including academies - to increase efficiency, manage risk, ensure compliance and rationalise procurement costs. Tim and Steve are also working on a collaboration with Lloyds Bank education team to support academy trusts seeking to assist academy trust to optimise resources and maximise potential.
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15. Kevin Yardley, Director of Income Generation of The Generations Multi Academy Trust
Developing the Trust
Tim Warneford is once again out and about now lockdown is easing – travelling and recording with all social distancing in mind of course - to speak to Kevin Yardley at The Generations Multi Academy Trust. Kevin is director of income generation and his role is to ensure the estates facilities yield substantial revenue streams through optimising letting opportunities and via external partnerships.
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14. Jeremy Pilgrim, School Property Matters
Developing the Trust
For this episode Tim Warneford is in Bedfordshire to speak to Jeremy Pilgrim from School Property Matters who are independent experts in pupil capacity and have worked with over 2500 schools so far.
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13. Graham Fitzgerald, General Practice and Audit Director at Baldwin Accountants, Baldwin Accountants
Developing the Trust
This week Tim Warneford is in Stockton-on-Tees to speak to Graham Fitzgerald, general practice and audit director at Baldwin Accountants. As well as dealing with commercial organisations, Graham specialises in the education sector, providing audit and advisory services and working with over forty academy schools including an increasing number of multi academy trusts.
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12. Lara Harvard and Zoe Forbes from Ecosphere and Gareth Williams from Eden Sustainable
Developing the Trust
Tim Warneford is in London’s West End with Lara Harvard and Zoe Forbes from Ecosphere and Gareth Williams from Eden Sustainable talking about how schools and academy trusts can both save money and also be much greener by installing better energy systems and also their exclusive offer available to both academy trusts and state schools.
info_outlineThis week Tim is in central London to talk to Ian Buss, Former Lloyds Banking Group Head of Education and now Director of Education Banking Consultancy about the success of Lloyds in their supports of MATS and academies and Ian’s aims to help further maximise MATs and academies funding.
On this episode we cover:
How the sector can work together better
How the constantly changing sector needs support
Lloyds popularity in the industry
Ian’s task of setting up the education team
How schools want to be with someone who understands them
Michael Gove’s academy growth from 2010
Investment of CPD and training in the team
Banks being relatively similar on pricing
An academy being able to speak to a relationship manager
Supporting the academy as best as possible so the academy can concentrate on pupils
How no two academy trusts are the same
Constant challenges from the ESFA and Department of Education
Lloyds looking after around 70% of academies
Ian’s own change in career – going it alone
Lloyds moving towards a more local banking structure
Wanting to work directly with MATs with his own business
Opportunity for MATs to earn significantly higher amounts of interest on GAG funding
How the sector can achieve £10-20 million per year in efficiencies and banking interest
How MATs grew slowly from single academy trusts
MATs and academies struggling to take advantage of the opportunities
Lloyds being successful because the relationship managers knew the sector inside out
The sector’s natural aversion to risk
Only wanting to work with an academy when can help them generate significant return
How the ideal time for schools to consult a bank is when they’re considering converting
Leaving the education sector in a more financially healthy and knowledgeable state
So much academies can do to get greater efficiency on finances and greater returns
Aiming to help academies and MATS maximise limited funding so they can plough this into catering for the children’s needs