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Strategic UTC Financial Planning linked to curriculum provision

Aston University Engineering Academy

Wednesday, 19 October 2016 from 10:00 to 14:00 (BST)

Strategic UTC Financial Planning linked to curriculum p...

Ticket Information

Ticket Type Remaining Sales End Price Fee Quantity
Ist Attendee Ticket
Ticket for first attendee from each UTC. Recommended strategic level of Principal, Finance Manager, lead Curriculum senior staff.
27 Tickets 18 Oct 2016 £150.00 £9.89
Additional Attendee Ticket
Tickets for subsequent additional attendees from each UTC. Recommended strategic level of Principal, Finance Manager, lead Curriculum senior staff.
29 Tickets 18 Oct 2016 £50.00 £3.69

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Event Details

Significant change in the funding mechanism for the 5 to 16 age group has been postponed until April 2018 or beyond. There is currently no indication of any change in the base rate for post 16 funding. The latest green paper outlines the possibility of introducing more selective schools into the current system. These issues taken together have significant implications for all education institutions and particularly for University Technology Colleges. In the light of this the idea of drawing up strategic plans linking the financial aspects of the institution with its curriculum delivery is essential to support solvent operation and educational quality in uncertain times.

This course will outline the key aspects of the current proposals in so far as they might impact on University Technology Colleges. A method of reducing the key parameters driving any educational institution to five quantities which can be benchmarked and which are mathematically linked will be explained.

A detailed spreadsheet workbook will be provided to all attendees which is specifically designed for use in a University Technology College to link the finances and the curriculum operation using the five quantities referred to above. The sheet will be modifiable by the user following the course so that it can be made into a bespoke tool for the user’s own UTC.


This course is led by Sam Ellis, formerly ASCL Funding Specialist, currently Funding Consultant.

This course is led by Sam Ellis, formerly ASCL Funding Specialist, currently Funding Consultant.

Sam Ellis started teaching in 1972 and worked in different schools in the East Riding of Yorkshire in a variety of roles including, Head of Physics, Curriculum Coordinator, Deputy Headteacher and Acting Headteacher. From 1998 to 2008 he was the SHA then ASCL branch secretary for the area and also represented local secondary headteachers on the Schools’ Forum. In that role he became involved in funding issues and co-produced the LA activity led funding model subsequently adopted by the f40 group of authorities. 

Sam was appointed as ASCL Regional Officer for Yorkshire and the Humber in September 2008 and transferred to the post of ASCL Funding Specialist in September 2010. He retired from full time ASCL work in 2014 and now works part time for ASCL as a funding consultant and also in a private capacity.  In addition to representing and supporting ASCL members and delivering training he has developed a range of funding, timetabling and curriculum analysis tools for ASCL some of which are available from the ASCL website on DVD. Additional material is available on the gov.uk website as ‘Schools financial efficiency: strategic financial planning’.

Sam has particular interest and expertise in making the link between finance and timetable structures and in the use of financial targets in whole school strategic management. In that context has worked with both LA maintained schools and Academies and the EFA on strategic financial planning including the construction of recovery plans.

Do you have questions about Strategic UTC Financial Planning linked to curriculum provision? Contact Aston University Engineering Academy

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When & Where


Aston University Engineering Academy
1 Lister Street
B7 4AG Birmingham
United Kingdom

Wednesday, 19 October 2016 from 10:00 to 14:00 (BST)


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Organiser

Aston University Engineering Academy

Aston University Engineering Academy (AUEA) is Birmingham's University Technical College (UTC) sponsored by Aston University. AUEA caters for 14-19 year olds focused on a career in engineering and science, offering personalised courses for academic, vocational and mixed pathways.

For further information please visit www.auea.co.uk or email events@auea.co.uk

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Strategic UTC Financial Planning linked to curriculum provision
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