Academies Update Conference

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Course outline:

Designed for firms who advise academy clients, do not miss your opportunity to gain insights and elevate your advisory skills to new heights.

This content-packed conference will cover effective risk management, navigating through sector mergers and acquisitions and much more, helping to equip you with the knowledge and strategies needed to support your academies clients.

Who should attend the conference

Mercia's Academies Update conference is a must-attend event for accounting professionals who serve as trusted advisors to academy schools.

CPD Hours: 6

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Full conference agenda

9.30AM - Welcome and Introduction

Welcome and Introduction. 

9.35AM - Internal Audit

TBC.

10.35AM - Refreshment Break

Refreshment Break

10:40AM - Actuarial Accounting Update – Summer 2026

Jamie Baxter, Company

This session will cover:

  • Outlook for 31 August 2026 year end – indicative results commentary for the average employer based on current markets
  • Impact of 2025 triennial valuation
  • Audit hot topics
11:25AM - Refreshment Break

Refreshment Break.

11.30AM - Academy Audit Risks and Approach

Gemma Archer, Mercia Group

This session will cover common risk areas on academy audits and consider how these can be approached in an effective and efficient way.

12:30PM - Lunch Break

Lunch Break.

13:30PM - Accounts Direction Update

Roger Allum, Mercia Group

This session will cover the changes to the Academies Accounts Direction 2025/26 and how firms can prepare for the 2025 academy reporting season.

14:15PM - Refreshment Break

Refreshment Break.

14:20PM - Academy Trust Perspective

TBC.

15:05PM - Refreshment Break

Refreshment Break.

15:10PM - Practical Insights

TBC.

15:40PM - Reigniting the Profession: Rediscovering the Joy and Purpose of Being an Accountant

Shane Lucas, AVN

This session will cover:

AI is commoditising accountancy. Whether you’re in practice or industry, junior or director, your role will be affected by AI.

However, Shane passionately believes that AI will liberate accountants and allow them to really excel. Not by becoming something they’re not like a Business Adviser, but by using their amazing skills with numbers in a slightly different way that brings more meaning to the business owners they serve. This is the future for accountants and it’s exciting, fun and natural.

16:25PM - Close of Conference

CPD Hours: 6

Conference speakers

Chris Whiting

Chris Whiting is the managing director of Academy Advisory and has previously held CFO positions for a number of academy trusts.

Academy Advisory is a specialist provider of internal audit and consultancy services to the academy sector with over 300 academies nationwide. Its services cover all aspects of academy trust operations, including areas such as educational improvement, safeguarding, finance, HR, ICT, estates and governance. Chris has worked closely with the DofE and ESFA on a number of engagements including anti-fraud response and academy turnaround in addition to his work as an internal auditor.

Jamie Baxter

Jamie Baxter is a Chartered Fellow of the Institute and Faculty of Actuaries within Hymans Robertson’s public sector team, advising Local Government Pension Schemes and employers across the UK. He is one of the accounting specialists in the public sector accounting team responsible for delivering over 4,000 annual IAS19 reports for local authorities and FRS102 disclosures for academies and trusts. Within his role Jamie is responsible for the training and development of actuarial staff at Hymans and the planning and delivering of IAS19 and FRS102 exercises for employers across the LGPS throughout the year.

Gemma Archer

Gemma jointly leads the team responsible for Mercia’s file and compliance reviews, including performing reviews at client sites or remotely. She also lectures on Mercia’s Early Careers Programme and on specialist areas such as charities and academies, ESG and Mercia methodology, as well as advising clients on technical queries.

Gemma joined Mercia from audit practice in January 2021, where she had worked for 13 years, specialising in not-for-profit and charity clients for over a decade. Gemma has a keen interest in academies and sits on several ESFA working groups.

Roger Allum

Prior to joining Mercia, Roger worked as an audit manager at a regional firm, specialising in the financial reporting and compliance requirements of charities and academy trusts. He managed a varied portfolio, supporting organisations from small local charities to large national bodies.

He has strong sector expertise across both single academy trusts and medium‑sized multi‑academy trusts, with practical insight into academy funding, regulatory standards and the financial challenges faced within the sector.

Roger has also served as treasurer for a community co‑operative, overseeing statutory reporting and further strengthening his governance experience.

Simon Oxenham

Simon is the Director of Resources for Southend High School for Boys in Essex and the ISBL National Lead on school finance and efficiency. As a qualified accountant, a project manager and lean practitioner, he spent a number of years working in the charity sector and a lot of his career working on finance system-related projects, including a period working for one of the UK’s largest software consultancy firms.

Simon also worked in one of the largest FE colleges in the country so has knowledge of both charity and education accounting. Simon is well known across the sector having delivered numerous training sessions and presentations with ESFA and on behalf of ISBL. He is also a member of one of ESFA’s Financial Assurance working groups and the ISBL Funding Special Interest Group.

Shane Lucas

Shane has dedicated over two and a half decades to creating a global community where accountants transform their firms, deliver meaningful value to their clients and enrich both their own and their clients’ lives. Rather than feeling trapped by outdated methods, overwhelming workloads or fee-sensitive clients, accountants working with Shane build profitable, future-ready firms that run smoothly without their constant input.

Through a blend of structured coaching, training and expert resources aligned with his proven methodology, Shane and his team of Practice Growth Experts guide accountants in mastering value pricing, attracting quality clients and offering transformational solutions. As a result, these firms not only thrive financially but also grant their owners true freedom, well-being and the opportunity to make a powerful difference in others’ lives.

Course formats and dates

 

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