How to use financial benchmarking Download Flyer
This course provides practical guidance on how boards should use the DfE benchmarking tools to explore the value for money of current spending decisions and plan the school/academy budget for the coming year. This is ideal training for anyone on your Finance Committee.

What you will learn;

  • What is financial benchmarking?
  • Why and when to do it
  • How to utilise available tools and data
  • How o explore value for money and resource management
  • How to measure the impact of spending decisions
  • Considerations when approving the budget

Who should attend?
Anyone with responsibilities for school or trust finances, including governors, trustees, school leaders and business managers.

Rosemary Lovatt is a highly experienced governance consultant who ran the DfE governance leadership programme across the country for three years and within Essex for a further three years. She has extensive experience of undertaking governance reviews and designing, developing, and delivering training for governors and trustees. Rosemary’s background is in the corporate sector where she gained 20 years’ experience as a senior global leader. She has a BA(Hons) in Accountancy and Business Studies.
Rosemary has chaired boards in a large secondary academy, a maintained primary school, a primary school within a multi academy trust (MAT) and a large junior school within a diocesan MAT, as well as being a trustee in four different MATs. Rosemary was a designated National Leader of Governance and is currently vice chair of a growing MAT and has recently joined the local governing board of a special school in Essex. Rosemary is also an NGA consultant. 

What people say about our training 
‘The best governor training I have ever attended’

‘Inspiring! Thank you! I now feel confident to be a more strategic governor’

‘At last, training that provides the tools, examples and checklists to help us do the job’

About our training
As experienced Chairs of Governors we strongly believe in providing training that gives you the knowledge, tools and examples to be effective governors. Our aim is to give you the confidence and tools to improve your governance as quickly and effectively as possible.  All our training is provided by National Leaders of Governance who are experienced governance trainers. Our training can be provided as webinars, bespoke sessions for your board or group of schools or face to face sessions.

Logistics and Booking 
Please complete your online booking by selecting the 'BOOK' link next to the date wish to attend from the grid below and using the 'BOOK' link.  If the 'BOOK' link is not visible, please let us know you are interested in the next available date by selecting the 'ENQUIRE' button below.
If you have any difficulties, please contact Melanie Jones, Billericay TA Administrator.  Email:  Tel: 01277 314420. 

Logistics and Booking
We provide a range of Governance training for your school, (full packages, bespoke sessions or pay as you go public courses).  Please visit 


Dates 31 January 2024
Time 18:30 to 20:00
Delegate Price £85.00
TSA Member Price £77.00
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