798 Finance: The School as a Business
Date: Tuesday 22 November 2016
Venue: Warwick Hilton Hotel, Junction 15 M40, A429 Stratford Road, Warwick, CV34 6RE
Cost: Online £199 (non IAPS members – additional £100)
This course will help you understand how to run a prep school from a business and financial perspective. Heads are
required to work with Bursars closely, and to understand the business and financial aspects of school management despite,
often, a lack of experience and training in this area. IAPS Heads, new Governors and members of SMT will find the course
helpful in understanding the financial drivers in successful schools.
Audience: Governors, Heads and Senior Management
Objectives: To help Members of SMT and Governors understand their role in the financial management of the schools; to
gain knowledge and confidence in reading and understanding financial reports, identifying the key financial measures and
what to do if they are wrong, to develop the skills and knowledge to assist a strong relationship with the bursar.
Course Director: Richard Flower, Finance and Operations Director, IAPS
Speakers: Angus Cater, Angus Cater Ltd and Chairman - SFS Group; Emma-Jane Dalley, Partner Veale,Wasbrough
Vizards; Alice Reeve, Partner, Veale Wasbrough Vizards; Mark Taylor, Bursar, The King’s School - Canterbury;
Programme
Tuesday 22 November 2016
1000
Registration and coffee
1030
Welcome – Richard Flower
1040
Understanding the profit and loss and balance sheet from the bottom up – Angus Cater
The accounting fundamentals. Trial balance, final balance sheet/profit and loss and cashflows.
1210
Coffee
1230
Future Proofing; age range changes, mergers and closures – Alice Reeve and Emma-Jane Dalley
1315
Lunch
1400
Affordability, sustainability and the independent school model – Mark Taylor and Angus Cater
A review of the current situation and some specific ideas on how to address the issues raised.
1530
Coffee
1540
Management Accounts – what should you expect? – Angus Cater and Mark Taylor
The key requirements of management accounts with examples.
1630
Close and depart
CANCELLATION If a delegate cancels his or her application up to and including 4 weeks prior to the date, a refund of 75% of the fee will be given. 50% of the fee will be refunded up to
and including 2 weeks prior to the date. Thereafter, IAPS regrets that no refund can be made. INSURANCE IAPS regrets that it cannot accept liability for loss or damage however caused
to the personal property of any person attending this of any other event organised under the auspices of the Association.
Book online at iaps.uk
IAPS, 11 Waterloo Place, Leamington Spa CV32 5LA
Telephone 01926 887833 Fax 01926 888014 Email [email protected]
IAPS Registered in England number 187052 VAT Registration number 240050327
Main Speaker
Angus Cater
Angus was educated at Sherborne School. He obtained his Certified Diploma in Accounting and Finance from
the ACCA and his MA in Strategic Financial Management from Kingston University Business School. He has
had a varied business career of which the last twenty two years has been spent as Managing Director then
Chairman of SFS Group, an insurance broker specialising in independent schools. He trains Heads and Deputy
Heads in matters financial, and Senior Management Teams in Crisis Management. He has been a Governor of
one maintained and two independent schools and manages one charitable trust and is Treasurer of another.
His book ‘Finance for Heads and Governors’ is due to be published in September 2016
CANCELLATION If a delegate cancels his or her application up to and including 4 weeks prior to the date, a refund of 75% of the fee will be given. 50% of the fee will be refunded up to
and including 2 weeks prior to the date. Thereafter, IAPS regrets that no refund can be made. INSURANCE IAPS regrets that it cannot accept liability for loss or damage however caused
to the personal property of any person attending this of any other event organised under the auspices of the Association.
Book online at iaps.uk
IAPS, 11 Waterloo Place, Leamington Spa CV32 5LA
Telephone 01926 887833 Fax 01926 888014 Email [email protected]
IAPS Registered in England number 187052 VAT Registration number 240050327
Hilton Warwick
A429 Stratford Road
Junction 15, M40
Warwick CV34 6RE
Telephone 44 (0)1926 499555 Fax 44 (0)1926 410020
Email: [email protected]
Location
From the North:
M6/M42/M40 or M5/M42/M40 or M1/A42/M42/M40
Exit M40 at Junction 15. Take the 2nd exit off the roundabout signposted A429
to Warwick Town Centre. The hotel is situated immediately on the left-hand
side. (Note: there is no exit at Junction 17 of the M1 southbound)
From the South:
M40
Exit M40 at Junction 15. Take the 5th exit off the roundabout signposted A429
to Warwick Town Centre. The hotel is situated immediately on the left-hand
side.
M1 (northbound)
Leave M1 at Junction 17 and follow the M45/A45 to the Coventry Ring Road. At
Bagington roundabout, take the 2nd exit signposted A45/Birmingham. After 1
mile, turn left onto the A46 towards Warwick. Continue along the A46 following
signs all the way to the M40 (NOT Warwick Town Centre). At the M40
roundabout, take the 1st exit, now signposted A429 Warwick Town Centre. The
hotel is situated immediately on the left-hand side. (Note: there is no exit at
Junction 17 of the M1 southbound).
Parking
There are 250 parking spaces available. Parking costs £3 per night for hotel guests
and conference delegates.
Nearest Rail Stations: Warwick (10 mins by taxi) Leamington Spa (20 mins by taxi)