MATPN Finance 2026

Loading

Case study – Making money work harder: Using investment income to drive innovation across your trust

12 Nov 2026
Main Room
Strategy & Leadership Finance & Sustainability

With rising costs, uncertain funding settlements, and increasing pressure on already stretched budgets, many MAT leaders are rethinking how trusts can generate sustainable income beyond traditional funding streams. This session explores how one trust is using investment income from reserves to create new opportunities for schools, transforming finance from a function focused purely on cost control into a strategic driver of innovation and improvement. Hear how a carefully managed investment strategy is generating significant annual income that schools can bid into for transformational projects, alongside wider lessons on income generation, financial resilience, and long-term planning in an uncertain environment. Designed for CFOs, COOs, and CEOs, the session will also explore practical considerations around reserves management, communicating financial strategy to non-financial stakeholders, and balancing efficiency, compliance, and educational impact across the trust.

Speakers
Kerry Inscker, Chief Executive Officer - Shaw Education Trust