09:30 – PLENARY SESSION
Chair’s welcome
Keynote: Stephen Morales, Chief Executive, ISBL
The ingredients that lead to successful operations
Stephen will provide delegates with insights from international research, highlighting the impact of ISBL’s Operational Excellence for Education Framework and its associated training. He will also share early success stories that illustrate the art of the possible.
Paul Edmond, Chief Finance & Sustainability Officer, HEART Academies Trust
and Co-chair, UK Schools Sustainability Network
Sustainable Procurement in Education: Building Greener Schools
Procurement is more than just buying what we need – it is a powerful lever for climate action and social action. In schools, the goods and services we purchase account for a significant share of our carbon footprint, far more than energy use or travel. Every textbook, piece of equipment, and outsourced service carries an environmental cost. As the climate crisis accelerates, we must rethink how we source, select, and manage these purchases. By embedding sustainability into procurement decisions, schools can reduce emissions, influence supply chains, and model responsible behaviour for future generations. This isn’t just about compliance – it’s about leadership. Procurement needs a fresh perspective so schools can turn their collective buying power into a force for positive change.
The plenary session will end with Q&A, giving attendees the chance to ask questions and promote discussion on the issues which are of most importance to them.
11:00 – REFRESHMENT BREAK (30 MINS)
11:30 – WORK SESSIONS (35 MINS)
1A
Details coming soon…
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1B
Framework or Fees: choosing the right route to market for catering and cleaning contracts
When catering or cleaning contracts are up for renewal, school business leaders face a familiar dilemma. Do you use a framework for speed and compliance, or go out to tender to drive value and control costs? There is no one-size-fits-all answer, and the wrong route can cost time, money and confidence at audit.
We explore why procuring complex services, via frameworks, which are often of significant costs to schools, may not be the optimal solution for school, academies or Trusts.
We examine some of the opportunities and risks associated with complex procurements, where the price is important, but buying the service you actually want, is potentially more important.
This session breaks down the real-world pros and cons of frameworks versus direct procurement, with a focus on catering and cleaning. It helps you make informed, defensible decisions based on your school or trust’s size, capacity, risk appetite and commercial priorities.
12:15 – WORK SESSIONS (35 MINS)
2A
Details coming soon…
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2B
The Academy Trust Handbook: Your Estates Management Responsibilities
The demands on Academy Trusts are currently evolving whilst national policy shifts. We are informing estates leaders on the role of internal scrutiny, and how schools can use it to manage ageing school buildings, strengthen assurance, and prepare for upcoming requirements such as climate action, digital standards, and PFI expiries. Internal scrutiny helps Trusts make informed, strategic estate decisions, and we are keen to facilitate these changes with you.
12:50 – LUNCH BREAK (55 MINS)
13:45 – WORK SESSIONS (35 MINS)
3A
Details coming soon…
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3B
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14:30 – WORK SESSIONS (35 MINS)
4A
Details coming soon…
Details coming soon…
4B
Stabilising Leadership and Finances through ICFP: A Case Study in School Transformation at Connaught School for Girls
Connaught School for Girls, a single academy trust in Leytonstone with capacity for 700 pupils, faced significant challenges with leadership turnover and persistent financial deficits of around -£200K annually, leading to a cumulative deficit of -£178K by 2022. With a new Headteacher and no business manager, the school contracted support from a nearby boys’ school while planning to join a multi‑academy trust.
TSO Education Ltd became involved in Spring 2023, conducting a staff, curriculum, and deployment analysis. Initial changes reduced the in‑year deficit from -£200K to -£63K. In September 2023, Peter Tomkins was appointed off‑payroll CFO, and TSO secured DfE approval to re‑submit the Budget Forecast Return using our AI‑powered ICFP.school tool, setting a surplus budget for the first time in four years.
Further curriculum deployment reviews with CURRICULUM.school in Easter 2024 reduced teaching staff by 3FTE, enabling the school to achieve its first in‑year surplus in five years. By August 2024, forecasts showed recovery from a -£218K cumulative deficit, which was reduced to less than -£5K by 2025. The school entered cumulative surplus in 2025‑26.
Despite union disputes, strike action, and staff absence challenges, Connaught achieved turnaround, supported by local MAT collaboration and withdrawal of a pre‑NTI warning.
15:05 – REFRESHMENTS (30 MINS)
15:35 – WORK SESSIONS (35 MINS)
5A
Intentional Implementation – journeys in OpEx
This session explores how Operational Excellence (OpEx) serves as a catalyst for transforming school business, finance, and operations. Through intentional implementation strategies, panelists will share real-world journeys of embedding OpEx principles to drive efficiency, enhance service delivery, and create sustainable value in educational institutions. Attendees will gain insights into practical frameworks, leadership approaches, and success stories that demonstrate how OpEx empowers decision-making, optimizes resources, and fosters continuous improvement across school systems.
5B
The Three Strands of Leadership
The transition toward interdisciplinary leadership represents a pivotal opportunity for England’s education system. By recognising the equal importance of governance, executive, and business leadership—and deliberately fostering their integration—schools and trusts can achieve greater organisational coherence, more sustainable operations, and ultimately better outcomes for pupils. This requires both individual institutional change and broader system-level recognition of the three-strand leadership model.
16:15 – CHAIR’S CLOSING COMMENTS
Please note agenda, session times and speakers are subject to change
