• ACADEMY CONVERSION

    ACADEMY CONVERSION

Academy Conversion

These are the Academy Conversion resources currently available. Please click on the heading you are interested in to access these resources.

We recommend that all trustees have access to and a working knowledge of the contents of these documents.

SBM Services are experienced at setting up Multi Academy Trust business and financial management practices, and training personnel on their new responsibilities is one of our specialisms. We are currently working successfully with academy trusts all over the country. If you would like any support with the process of academy conversion then please contact us via email at info@sbmservices.co.uk or use the contact form on our contact page.

Toolkit Tools

Our Toolkit Tools resources have been specifically tailored to your subscription, if you encounter any issues with these resources please let us know via our contact form.

Please note, you need to have an active Toolkit subscription in order to view and download the resources.






















































Essential Reading For Trustees

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ASCL Forming Or Joining A Group Of Schools Staying In Control Of Your Schools Destiny Pdf
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Code Of Conduct For Board Members Of Public Bodies Pdf
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Charity Commission Conflict Of Interests A Guide For Charity Trustees Pdf
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Charity Commission The Essential Trustee What You Need To Know Pdf
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NGA A Framework For Governance January 2015 Pdf
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DfE Governance Handbook November 2015 Pdf
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HM Treasury Managing Public Money August 2015 Pdf
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Charity Commission Charities And Risk Management Pdf
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Academies Financial Handbook 2018
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Academies Accounts Direction 2017-2018

    Support With Conversion

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    Support Staff Salary Calculator Example Pdf
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    Teaching Staff Salary Calculator Example Pdf
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    Financial Regulations Multi Academy Trusts

    Updated to reflect the changes to the Academies Financial Handbook 2019.  Updated 11.10.19.

    Post Conversion

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    Trust Board Scheme Of Delegation Docx
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    Trust Board Directors First Meeting Agenda Docx
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    Trust Board Terms Of Reference Docx
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    Financial Regulations Single Academy Trust

    Template financial regulations for a single academy trust.  Updated 11.10.19.

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    Company Secretary Checklist

    A checklist to show the tasks that a Company Secretary should be undertaking within an academy trust.

      Management Accounts

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      Management Accounts Example Pdf

        Fixed Asset Register

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        Fixed Asset Register Template New Xlsx

          Alternatively, as part of your subscription to the SBM Toolkit, if you would like some assistance in setting up this tool for your own school setting then please email our helpdesk at info@sbmservices.co.uk or use the contact form on our contact page.

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