YORK OFFICE CALL 01904 784400

Funding the Future: Generating Income & Raising Funds for Schools

Event date: 12th Feb 2020

TIME: 8:30am - 12:15pm

LOCATION: The Neville Suite, Ramside Hall, Carrville, England, DH1 1TD


This informative half day seminar will set out how schools and academies can approach the necessary task of generating additional income to offset growing pressure on school budgets.

Aimed at head teachers, school business managers and trustees, our experienced education experts will suggest ways in which your school can raise additional funds.

The guest speakers will highlight ways to generate extra funds, often utilising existing school resources. They will offer ideas, opportunities, tips and strategies to get the most from your budget.

Case studies will also be shared to demonstrate how improvements can be made in practice.


Please note as this is a sponsored event, we request no other accountants or financial advisers.


Event Itinerary

8.30 am – Arrival – Tea, coffee and breakfast sandwiches

8.55 am – Welcome

9.00 am – Financial benchmarking and improving controls, by Chris Beaumont, Clive Owen LLP, Chartered Accountants and Business Advisers

9.30 am – The role of a school brand and marketing in maximising admissions and pupil numbers, by Mark Davis, Blue Apple Education

10.15 am – Break – Tea, coffee & biscuits

10.30 am – Innovation in income generation, by Justin Smith, Chameleon Training and Consultancy

11.15 am – How to maximise returns from cash, by David Smith, Tilney Financial Planning

11.30 am – Q&A

11.45 am – Networking & Meet the Experts – Our expert teams will be on hand to discuss your queries

12.15 am – Close



Chris Beaumont, Partner at Clive Owen LLP is involved in writing the Kreston benchmarking report.

This involves reviewing the financial results of over 1,000 academies in England for the year ended 31st August 2019, thereby giving up to date information on the financial health of the sector and financial changes that are occurring.

Be amongst the first to find out what information is contained in this years’ report.


Mark Davis from Blue Apple Education which is a creative design team working in partnership with state schools across the UK.

In his session he will investigate the effectiveness of your current school brand and shine a light on the experience of prospective new parents seeing your school for the first time. He will draw on lessons from the independent sector and industry to provide easy to adopt tips, hints and tactics to ensure your school is effectively communicating the “remarkable” to your potential audience.

He will also provide advice on how your marketing and communications can work harder to provide better return on your investments.


Justin Smith from Chameleon Training and Consultancy will look at alternative and innovative income streams and how schools can introduce sustainable income generation into their culture. He will explore crowdfunding, alumni, donations, sponsorship and grant funding.

Developing an holistic and dynamic income generation approach that ensures regular and sustainable revenue can be generated by your trust. Justin will take a look at case studies of schools who have successfully harnessed ‘people power’ to attract funding towards a wide range of initiatives.

He will also explore grant funding and look at the pitfalls and essentials of assembling a successful grant application.


David Smith, Managing Partner of Tilney Financial Planning will give an overview of how best maximise returns from cash.

David will also be able to answer those individual pension queries you may have.


Building better business