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Exploring the approach to integrated curriculum-led financial planning

The origins of curriculum-led financial planning can be traced back to COSMO, developed nearly three decades ago. This approach has evolved over the years, and there are now a number of well-established tools and effective solutions. However, no one solution currently addresses the contextual nuances of our diverse education system. This workshop will explore the pros and cons of existing tools and discuss the potential for a more consistent all-encompassing tool.

Workshop Outcomes 

Participants should:

·         achieve a greater understanding of the principals of CLFP;

·         be able to reflect on their own current approach;

·         participate in the discussion of what an effective tool should look like.


Target Audience

All school leaders involved in running curriculum or financial planning in a school or academy.


Workshop Leader Profiles


Stephen Morales, Chief Executive of the Institute for School Business Leadership, has a 20-year career history in operations and finance at a senior level in the public and private sectors, managing significant change management and quality assurance programmes. In 2017, Stephen led the change of status from the National Association of School Business Management to the Institute of School Business Leadership.

Sarah Bagshaw is a Chartered Accountant with over 25 years’ experience, including audit. Previous roles include Financial Controller for a £350m turnover manufacturing business leading mergers, acquisitions and change management. Currently she is the Finance & HR Director for a M.A.T, a Teaching School and a Childcare Charity within the North West.