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Blogs and resources

Welcome to our blogs and resources centre, where you'll find a range of useful content sharing sector insights, customer stories and important information about our platform - including our platform guide, which you can click below.

A board-ready budget narrative: how to explain risk, reserves and tough choices clearly
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Charlie Cottrell
education

A board-ready budget narrative: how to explain risk, reserves and tough choices clearly

By the time a budget reaches the board, most of the technical work has already taken place. Assumptions have been tested, staffing plans reviewed, income lines checked, pressure points discussed and draft positions refined with senior leaders and finance colleagues.

The remaining challenge is not simply to present the numbers accurately. It’s to help trustees understand what those numbers mean.

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How small trusts can build a 2026–27 budget with fewer surprises
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Charlie Cottrell
education

How small trusts can build a 2026–27 budget with fewer surprises

For small academy trusts, budget season is rarely just about the numbers. It can also be about keeping the trust steady, giving trustees confidence, and avoiding that sinking feeling when the best laid plans start to go awry.

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How MAT CFOs can turn 3-year forecasts into better board conversations
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Ewan Deeley
education

How MAT CFOs can turn 3-year forecasts into better board conversations

The real value of a three-year forecast isn’t that it predicts the future perfectly. It’s that it helps trusts prepare for it more intelligently. Here's a deep-dive on the wins that CFOs can seek out.

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The 2026 MAT Finance Playbook
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Charlie Cottrell
education

The 2026 MAT Finance Playbook

This playbook offers viable steps for MATs to improve their financial planning power: turning a difficult outlook into a deliberate, multi-year plan that trustees, heads and finance teams can understand and own.

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Four quick wins to move your trust beyond spreadsheets this term
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Ewan Deeley
education

Four quick wins to move your trust beyond spreadsheets this term

Change is sometimes the only constant for academy trusts in England. Increasingly, we're finding that spreadsheet-led budgeting is no longer cutting it for many schools and trusts across the country. So, with this in mind, we've shared four realistic, low-disruption actions that finance leaders can take this term to move beyond spreadsheets – improving control, reducing risk and building confidence with trustees and schools.

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“From a safe pair of hands to strategic partner”: MAT maturity insights from Anago’s CEO
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Charlie Cottrell
education

“From a safe pair of hands to strategic partner”: MAT maturity insights from Anago’s CEO

In this blog, we harness insights from Anago's CEO, Ninette van der Velden, as a base to explore MAT maturity: what it takes to move from slow and steady to strategic authority – and how the right tools and support can unlock a maturity shift that is felt all the way to the classroom.

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A commercial mindset: How can multi-academy trusts maximise their income generation?
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Charlie Cottrell
education

A commercial mindset: How can multi-academy trusts maximise their income generation?

While facing higher expectations from stakeholders, academy trust leaders also find themselves dealing with higher utilities, transport and support costs. It's a unique situation - and a challenging one, too. With income generation becoming increasingly important to academy trust budgets, here are some key talking points to consider during strategic discussions.

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Four key questions every MAT should be asking in term one
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Charlie Cottrell
education

Four key questions every MAT should be asking in term one

A new school year is a good time for multi-academy trusts to reflect on the year that was, and use those insights for future budget planning. Here are some important questions that should be asked.

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From safety net to strategic tool: Why trust is the real barrier to leaving Excel behind
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Molly Wiltshire
education

From safety net to strategic tool: Why trust is the real barrier to leaving Excel behind

This blog explores the quiet role trust plays in financial planning systems and why building confidence, not just capability, is the key to moving forward.

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MAT Budgeting in 2025: What changes are coming and how to prepare?
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Ewan Deeley
education

MAT Budgeting in 2025: What changes are coming and how to prepare?

Budgeting is no longer just a back-office task. For MATs, it’s becoming the backbone of strategic leadership. With pressures building across the board, many trusts are feeling the strain.

In this blog, we explore how the landscape is changing in 2025 and what MATs can do to stay one step ahead.

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Why MATs must move from reactive to proactive budgeting (before it’s too late)
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Ewan Deeley
education

Why MATs must move from reactive to proactive budgeting (before it’s too late)

For many MATs, budgeting still means reacting to problems as they arise. But with rising pressure and the 2030 deadline on the horizon, trusts need more than quick fixes. This blog explores why now is the time to shift from reactive to proactive planning—and how to make it happen.

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MAT finance under pressure: how to navigate budget cuts without compromising education
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Ewan Deeley
education

MAT finance under pressure: how to navigate budget cuts without compromising education

In the face of rising costs and shrinking support, this blog explores how Multi-Academy Trusts can tackle 2025’s financial challenges without sacrificing quality or outcomes.

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