Your role in trust finance

What every trustee needs to know and ask about their trust’s finances 

A practical introduction to how school trusts are funded and what trustees need to know to provide effective oversight. We will demystify the main funding streams, the difference between revenue and capital, and the grants and protections that shape school budgets. You will leave with a clear sense of the questions trustees should ask, the information to expect, and the early warning signs that require challenge or escalation. 

Who is it for?

This course is for people in the following roles in trusts of all sizes: 

• All newly appointed trustees 
• Existing trustees who need a refresher on the fundamentals of trust finance 
• Governance professionals 

What you will gain

• An understanding of the core building blocks of trust finance, including the main funding streams 
• Specific grants and newer initiatives, plus the basics of capital funding routes 
• What information you should see, what ‘good’ looks like, and the questions that protect educational priorities, probity, and sustainability. 

Course leader

Jackie Eason MBE

Consultant

Jackie Eason MBE

Consultant

Governance consultant and associate director of learning for CST with 15 years’ experience supporting, training and reviewing school trust boards. Jackie has a professional background in quality assurance, mentoring, training course design and delivering engaging, inspiring training. She has delivered ERGs for trusts of all phases and sizes, including special schools and foundation trusts. She has supported trusts through growth and merger and provides mentoring support to boards and chairs.