Masterclass – Joining with or merging academy trusts – supporting the Trust Capacity Fund (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: the Trust Capacity Fund
  • 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).

TimingAgenda ItemSpeaker(s)




10.30 – 11.30


Session 1

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




Target Audience

Trustees, Trustees Boards, Chief Executive Officers, COOs, CFOs and School Business Leaders


£250 + VAT for CST Members and Governance Leadership Programme Participants.
£300 + VAT for non-members of CST

Booking Details

To make your booking please complete the online booking form on the right.

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