The Role of the Company Secretary in Academy Trusts

A virtual overview of the role of the company secretary in academy trusts.

Next course: 22 March 2021
Book now

If you need any further assistance or advice, please call +44 (0)20 7580 4741 or contact us


Delivering company secretarial activities within academy trusts requires a strong understanding of the regulatory environment, organisational skill and preparation, and the ability to work with colleagues to meet a range of internal and external deadlines. These requirements arise in particular from the legal structure of academy trusts which are established as both companies, charities and education organisations.

This course provides delegates with a detailed view of the full range of legislative requirements, practical tips and time-saving templates to equip attendees to deliver this area of academy trust governance. Course trainers Emma Perkin and Anna Machin have ‘walked the walk’ in delivering, and advising on, company secretarial work for a range of trusts, bringing an understanding of how this role can best be navigated.

What you get

By the end of the day you will have gained:

  • An understanding of the regulatory and legislative environment that informs company secretarial requirements placed on trusts
  • Details of the respective roles and responsibilities of trustees, executive leaders, finance staff and the academy trust secretary with regards to company secretarial activities
  • Practical advice on how to approach each area of delivery from fulfilling the articles and delivering filings to maintaining registers and submitting returns
  • The knowledge, tips and documentation to enable you to take on this role with confidence

You will also receive:

  • Tools to deliver company secretarial activity at your trust
  • A Delegate Pack containing notes and presentation slides
  • An ICSA Certificate to show you have attended the course
  • 6 months complimentary professional subscription of ICSA (see below)
  • 6 hours credit towards your Continuing Professional Development (CPD)


Please expand the dropdown to see the course programme timetable and highlights.

9:15   Registration, tea/coffee

9:30  Welcome and introductions

9:45  The legislative form of academy trusts

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  • Legislative form of academy trusts as a company, charity and education organisation
  • The regulatory environment surrounding academy trusts
  • Summary of governance roles and duties in an academy trusts – members, trustees, executive team and local academy committees

10:45  The Articles of Association and Funding Agreement

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  • The Articles of Association for academy trusts
  • The Master Funding Agreement and Supplemental Funding Agreements
  • Updating an academy trust’s governing documents

11:30   Tea/coffee

11:45  The Academies Financial Handbook

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  • The role of the Education & Skills Funding Agency
  • The Handbook and Accounting Officer letters
  • Oversight of executive pay
  • Related party transactions
  • Requirements around risk, internal scrutiny and compliance
  • External audit

13:00  Lunch

13:30  Case study

14:00  Company secretarial support for the board

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  • Setting up and reviewing board-level delegations
  • Planning compliant agendas
  • Recording board decisions – members’ and trustee meetings and resolutions
  • Board and local governance appointments

15:00  Company secretarial support for the trust

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  • Delivering filings
  • Maintaining registers
  • Submitting returns
  • Company stationery

16:15   Discussion and conclusions

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  • Useful sector sources of information
  • Reflecting on secretarial delivery in participants’ trusts
  • Closing remarks and insight

Course leader

Anna Machin

Anna is a chartered secretary and for the past six years worked as Deputy Company Secretary & Governance Manager at Ark Schools, one of the UK's leading academy networks. Anna joined initially to support Ark’s 300+ school governors, before switching to focus on board, committee and company secretarial activities across the trust and parent charity. Anna now delivers advisory support to a range of charities and academy trusts and is governance professional at Reach Academy Feltham and Kensington Aldridge Academy

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Emma Perkin

Emma is Founder and Lead Consultant at The Constant Group, an education governance consultancy specialising in academy trust governance. Emma has 20+ years’ experience working in school governance and prior to starting The Constant Group worked as governance lead in standalone maintained schools, converter academies and as Head of Governance at Ark Schools. Emma is Co-Founder of Trust Governance Professionals, a training and development programme for academy governance professionals delivered with support from The Chartered Governance Institute. Emma is motivated by the belief that good governance can transform a school or school group, and provide vital support to school leaders.

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£605 + VAT (Non-sector rate)
£545 + VAT (Sector rate)

Next course: 22 March 2021
Book now

Location: Webinar


Later dates are yet to be confirmed

Call or Contact us with any questions you may have

   +44 (0)20 7580 4741

   contact us

   Saffron House, 6–10 Kirby Street, London, EC1N 8TS

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