Georgina de Costa
1 Workshop series three
Leading financial and estates strategy through trust growth
As funding remains constrained, cost pressures rise, and growth adds complexity, trust finance and estates leaders are navigating strategic choices while continuing to deliver safe, compliant and sustainable environments. This session explores the realities of leading financial and estates strategy through periods of trust growth, balancing ambition with capacity, particularly where central teams are lean. The discussion will focus on practical strategic actions, including long-term financial planning, budgeting for lifecycle and capital costs, and aligning estates investment with pupil demand and curriculum intent. It will also consider the role of centralising estates functions, maintaining robust due diligence, and integrating financial and estates strategy to support sustainable growth and long-term value for money.