Unlocking the Potential of your School's Cash Reserves

Helping schools make the most of their cash reserves with simple, practical strategies

SEMINAR BRIEF

Have you ever thought about how your school’s cash reserves and operational funds could work harder for you? Many schools overlook the potential of a well-thought-out investment policy and deposit strategy, but making even small changes can lead to significant improvements in returns. This session is designed to introduce School Business Leaders to the benefits of managing cash reserves effectively and show how it can contribute to the wider success of your school or trust. With simple steps, expert advice, and a ready-made policy template, we’ll help you take the first steps towards smarter financial management.

IN THIS SEMINAR WE EXPLORE

• Why schools should consider managing cash reserves and the benefits it can bring.
• Simple steps to create or update an investment policy that works for your school.
• How to develop a deposit strategy that balances safety and returns.
• Practical examples of small changes that make a big financial impact.
• A ready-to-use Deposit Investment policy template to get started straight away.

TAKE HOME POINTS

• A clear understanding of why an investment policy and deposit strategy matter.
• Easy-to-follow steps to improve returns on cash reserves and operational funds.
• A complimentary policy template to adapt for your school’s needs.
• Practical tips on making small changes that can add up to big results.
• Confidence to start exploring smarter financial strategies for your school or trust.

THIS SESSION IS FOR SCHOOL BUSINESS LEADERS WHO

• Have never considered an investment policy before or want to revisit theirs with fresh eyes.