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9. Joanne Burton and Ciaira Campfield of solicitors Stone King

Developing the Trust

Release Date: 08/27/2019

DTT Edward Thomas Nov 2022 show art DTT Edward Thomas Nov 2022

Developing the Trust

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20. Phil Reynolds; Formerly of Kreston Reeves and now PLR Advisory show art 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  show art 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 show art 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 show art 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  show art 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 show art 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 show art 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 show art 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 show art 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.

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More Episodes

On this episode Tim Warneford is in Bath where he is talking to Joanne Burton and Ciaira Campfield from solicitors, Stone King, a law firm that has supported over 400 schools nationally who have converted to academy status.

 

On this episode we cover:

 

Partner in Commercial Property Team

Partner in Education Team

Stone King being one of the leading firms in a niche sector

Working on academy brokerage, academy conversions and more

Joanna starting in July 2010 when the academies act coming into being

Joanna travelling aboard building schools for charity

Previously working

Ciara starting in a large international law firm

Wanting to work at a law firm that had its heart and soul in education

Stone King living and breathing education and charity

Not entering in the politics of academisation as lawyers

Seeing some schools go from strength to strength under the MAT system

Seeing success in the way some MATs are sharing best practice

Increased emphasis on good estate management for schools

Surveyors and funding experts seeing so many schools transfer without due diligence and appreciation of what things will be like under a market environment

All schools needing to make best of existing resources

How the 14000 schools yet to academise can benefit from others experience

Concerns about the funding the sector gets

Very difficult for academies to set a budget

Undertaking rebrokerage for clients – working out where they can add value

MATs not having the funds to pay huge professional service fees

Collaboration being the key to success of the sector

MATs been historically more insular, now collaborating more

Head teachers making emotional decisions about the school

The importance of getting specialists together early for efficiency and to highlight risks

Public procurement and advising clients over commercial contracts

Working with retainer clients on a day to day basis

Often being the first port of call

Collaborating with Beth Cullen, Commercial Director of the Institute of School Business Leadership

Potentially serious liabilities of clients – such as asbestos

Focusing on estates management support at a very early stage

Not all estates having an ‘estates team’

Schools often working on reactive maintenance

Stone King treating themselves as an in-house lawyer for their clients

Brand new ideas and innovative thought coming into the sector

The importance of mitigating risk with planning

A move towards selling off land for landing and more facilities

Using Section 106 money to help schools

The ESFA being more open to discussion than previously

CIF being cut by £81m in 2019-08-10

The frustration of regulations slowing the speed of planning and selling off land

The risk not being as high for an academy conversion than a rebrokerage

Government policy being difficult to predict

Current government wanting more schools to academise

A recognition that more funding is needed in the sector

Increase in FE and Academy Sector sharing best practice

Negative stories about academies in the press causing fear in the sector

Many academy success stories

The importance of feeding into the ESFA process

Stone King’s forum for MAT clients

The sector being constantly evolving