Joining with or merging School Trusts (with Stone King LLP)

There is increasing appetite in the sector for trusts to consider joining another trust or merging to order to create a group that is educationally and financially sustainable.

The session will cover:

  • The strategic context
  • Mission alignment and cultural fit – keeping the main thing, the main thing
  • Building and holding trust
  • Managing change
  • Due diligence
  • The legal process

This masterclass is organised by CST Professional Development Ltd on behalf of the Confederation of School Trusts (CST).

Target Audience

Chief Executive Officers, Chairs, Trustees and Senior Leadership Team


TimingAgenda ItemSpeaker(s)




10.30 – 11.30


Session 1

  • Welcome and introductions
  • The strategic context
  • Mission alignment
Graham Burns and Leora Cruddas



Break for refreshments
11.45 – 12.45


Session 2

  • The legal processes of a transfer – transferring funding, staff, contracts, land, assets and liabilities.
Nicola Andrews

12.45 – 13.30


13.30 – 15.00


Session 3

  • Due diligence – legal and non-legal
  • Academy Transfer – A case study
Graham Burns, Leora Cruddas and Nicola Andrews





£250 + VAT for CST Members
£250 + VAT for Governance Leadership Programme Participants depending on funding received
£300 + VAT for non-members of CST

Booking Details

Governance Leadership Programme participants please use this link to sign up to this Masterclass. Upon logging in, please go to the ‘My Events’ section to view all forthcoming Masterclasses. If you have any questions please contact

Cancellation Policy

By booking the venue we are committed to a certain level of costs and therefore reluctantly have to implement a cancellation policy:

  • 4 weeks or less notice – no refund
  • 4 – 6 weeks notice – 50% refund
  • More than 6 weeks notice – full refund

Please note, the agenda/programme and speakers are subject to change without prior notice

Book now