Financial Planning
& ICFP
Our support enables trusts to enable operational effectiveness through financial efficiency to support student outcomes
We help trusts unlock potential through sector-specific financial planning, benchmarking, ICFP modelling, capital planning and strategic financial strategy.
Support includes:
- Trust-wide financial review
- Medium term financial plans
- ICFP reviews, modelling and scenario planning
- Local and national benchmarking
- Staffing and curriculum deployment modelling
- ICFP deep dives
- Contract value and benefit reviews
- SRMSAT Reviews
- Business function audits (such as, finance, HR, estates)
- GAG pooling implementation support
Our Expertise
Our advisers are current and former CFO, COO and school and trust leaders, many of which are practicing SRMAs, and trust leaders who understand the complexity of education funding and delivery. We bring deep knowledge of MAT financial and business operations and how they intersect with classroom priorities.
Our Partnership
We work closely with CFOs, CEOs and trustees to co-design financial models that reflect your educational priorities. We understand that financial plans need to deliver the strategic priorities for your school and trust. We work to understand the drivers behind financial decisions and work to create the conditions for these to be realised.
Our Innovation
We combine ICFP with custom benchmarking tools that identify not just overspend, but opportunities to realign resources with your trust’s strategic intent.
Success Story
EPI partnered with The Mead Educational Trust, East Midlands at a time of growth and were looking to partner with a organisation that could help them embed a new approach to shared funding. EPI worked with the wider Trust team to develop their approach beyond GAG funding to create a unique shared funding model, embedding the use of ICFP and deliver educational outcomes. Our supported enable the Trust to unlock over £1m in potential investments over their three-year financial plan.
“EPI was instrumental in supporting our journey to shared funding project. EPI worked in partnership with myself and the wider team to truly understand what we were trying to achieve and design a financial model that delivered for children”
Hetal Parmer, CFOO
The Mead Educational Trust, East Midlands
EPI Consulting: Enabling operational excellence in schools and trusts
Growing Your Trust
Our support in onboarding and opening of schools prepares trusts for growth alongside developing a scalable operating model.
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Growing your trust
Our support in onboarding and opening of schools prepares trusts for growth alongside developing a scalable operating model.
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Financial Planning & ICFP
Our expertise in medium term financial planning, curriculum design and staffing models support financial sustainability and maximising value for pupils.
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Financial Planning & ICFP
Our expertise in medium term financial planning, curriculum design and staffing models support financial sustainability and maximising value for pupils.
Read More
Governance & Assurance
Thorough internal scrutiny provides assurance to trustees and regulators, whilst adding value through our deep education knowledge.
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Governance & Assurance
Thorough internal scrutiny provides assurance to trustees and regulators, whilst adding value through our deep education knowledge.
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