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ISBA BURSARCAST
ISBA
200 episodes
12 hours ago

Welcome to ISBA Bursarcast, the podcast designed for everyone involved in the management of independent schools. Whether you work in finance, estates, HR, transport, or any other school leadership role, this podcast brings you the latest sector news, expert insights, and practical advice to support your work.


Each Friday at 4 pm, we deliver in-depth conversations with sector professionals, industry experts, and ISBA members, keeping you informed on the issues that matter most to independent schools.


Tune in for essential updates, best practices, and strategic insights to help your school thrive. Subscribe now on your favourite podcast platform and stay ahead of the curve with ISBA Bursarcast.


The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com


Hosted on Acast. See acast.com/privacy for more information.

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Management
Education,
Business,
Non-Profit
RSS
All content for ISBA BURSARCAST is the property of ISBA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Welcome to ISBA Bursarcast, the podcast designed for everyone involved in the management of independent schools. Whether you work in finance, estates, HR, transport, or any other school leadership role, this podcast brings you the latest sector news, expert insights, and practical advice to support your work.


Each Friday at 4 pm, we deliver in-depth conversations with sector professionals, industry experts, and ISBA members, keeping you informed on the issues that matter most to independent schools.


Tune in for essential updates, best practices, and strategic insights to help your school thrive. Subscribe now on your favourite podcast platform and stay ahead of the curve with ISBA Bursarcast.


The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com


Hosted on Acast. See acast.com/privacy for more information.

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Management
Education,
Business,
Non-Profit
Episodes (20/200)
ISBA BURSARCAST
ISBA BURSARCAST // Securing Talent in a Changing Sector: Insights from ISBA’s Personnel Services ( 7th November 2025)

Episode Overview

In this episode, we are joined by Lucy Wyatt, Director of ISBA’s Recruitment Services, to discuss the growing challenges schools face in recruitment and retention. With rising costs, shifting regulations, and an increasingly competitive job market, Lucy explores how ISBA supports schools in building strong, adaptable teams that can meet the demands of a changing sector.

Lucy shares insights into emerging trends such as the centralisation of business functions and the need for agile, change-ready personnel. She also outlines ISBA’s comprehensive recruitment and mentoring services — designed to help schools find, develop, and retain the right people for long-term success.


In This Episode

  • The current recruitment and retention challenges facing independent schools.
  • How ISBA’s personnel services support schools with permanent, interim, and mentoring solutions.
  • The growing importance of agility, adaptability, and change management in school staffing.
  • Aligning recruitment with a school’s ethos, strategy, and future direction.
  • Insights into the diverse professional backgrounds entering the independent sector.
  • How mentoring and advisory support can strengthen leadership pipelines.
  • The latest HR and sector updates impacting recruitment and compliance.
  • The latest headlines for the sector
  • Key dates and CPD opportunities


Key Takeaway

Effective recruitment goes beyond filling roles — it’s about finding people who align with a school’s culture, values, and strategic goals. With the right guidance, planning, and mentoring, schools can build resilient teams ready to meet the challenges of tomorrow.


Resources

[ISBA Personnel Services – link]

Lucy's Wyatt contact details: 07817 038009

LucyWyatt@theisba.org.uk

https://www.theisba.org.uk/


Hosted on Acast. See acast.com/privacy for more information.

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12 hours ago
23 minutes 29 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Why Your Fundraising Strategy Needs Senior Leadership Buy-In Ft. IDPE ( 31st October 2025)

Episode Overview

In this episode, Lou Bennett ( CEO of IDPE) joins us to discuss why senior leadership engagement is the cornerstone of successful fundraising in schools. As financial pressures grow, Lou introduces the Fundraising Futures Report — a practical framework to help schools diversify income, build community relationships, and embed fundraising into long-term strategy.


In This Episode

  • Why schools must diversify income and invest in fundraising.
  • The Fundraising Futures Report and its six key success factors.
  • The vital role of heads and governors in driving a culture of philanthropy.
  • Building lasting relationships with parents, alumni, and the wider community.
  • How to set meaningful KPIs and measure engagement beyond financial targets.

Key Takeaway

Fundraising thrives when leaders lead. With a clear strategy, community engagement, and active involvement from heads and governors, schools can build sustainable fundraising programmes that align with their broader vision.


Resources

  • [Fundraising Futures Report – link]
  • [ISBA Development Resources – link]



Hosted on Acast. See acast.com/privacy for more information.

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1 week ago
32 minutes 22 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Powering the Future – Energy Innovation for Independent Schools ft.HSEnergy ( 24th October 2025)

In this edition of The Bursarcast Podcast, we begin with a concise round-up of the latest ISBA news and bulletin headlines — including sector updates, new resources, and key policy developments for independent schools.

Then we turn to the main feature, where we’re joined by Paul Gregory, Group Commercial Director at HSEnergy Group, to explore how schools can take practical steps toward energy independence.

Paul explains how HSEnergy is helping schools address rising energy costs and sustainability targets through solar generation, AI-powered battery storage, and fully funded energy solutions that require no upfront investment. He shares real examples from education projects across the UK, showing how intelligent energy management can reduce reliance on the grid, lower costs, and strengthen resilience — while allowing schools to lead the way in sustainable innovation.


Highlights include:

  • Updates from the latest ISBA news and bulletin headlines
  • How AI-powered battery systems help schools optimise solar energy use
  • Understanding fully funded energy models and how they deliver savings
  • Case studies from schools already benefitting from these innovations
  • Practical steps towards achieving energy independence and carbon reduction

Guest Information

Paul Gregory, Group Commercial Director, HSEnergy Group

Paul specialises in energy strategy and sustainable infrastructure, working with schools and public sector organisations to deliver efficient, cost-effective solutions that combine renewable generation, storage, and intelligent optimisation.


Resources & Links Mentioned

  • ISBA Bulletin and News Headlines: available via www.theisba.org.uk
  • See more from HSEnergy at www.hsenergy.co.uk
  • Contact: info@hsenergy.co.uk for details on school energy projects
  • ISBA Sustainability Resources and Guidance Notes (Reference Library)

Stay Connected & Next Steps

If you found this episode useful, please follow or subscribe on your preferred podcast platform.

Have questions or ideas for future episodes? Email the team at podcast@theisba.org.uk.

And don’t forget — ISBA members can access additional sustainability resources and guidance in the ISBA Reference Library after listening.


Hosted on Acast. See acast.com/privacy for more information.

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2 weeks ago
29 minutes 38 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Crowe on VAT + Parent Contracts, Martyn’s Law & Inspectorate Transfers (17th October 2025)

Episode Summary

In this edition of Bursarcast, we bring you a crisp, up‑to‑date news roundup followed by a deep dive with Kieran Smith and Josie Morgan Jones from Crowe, discussing VAT issues for independent schools.

Highlights include:

  • The 2025 refresh of ISBA’s parent contract templates, and the new offer letter and bursary conditions documents
  • ISBA’s confidential mentoring service: what it is and how it works
  • A refreshed policy on Martyn’s Law, and how it’s shaping requirements for education settings
  • Clarification on the DfE / ISI inspectorate transfer process for schools that join a recognised association

Then we hand over to Sue Roxby to host Kieran and Josie from Crowe for the VAT segment, where we’ll explore key issues, upcoming risks, and practical steps for schools.

Guest Information

Kieran Smith & Josie Morgan Jones, Crowe

Experts in tax, accounting and charitable status in education, Kieran and Josie join us to unpack VAT challenges facing independent schools, especially where bursaries, grants, and income streams intersect.


Resources & Links Mentioned

  • ISBA Reference Library: 2025 Parent Contract templates & comparison tool
  • Recording of the ISBA webinar on the parent contract updates
  • GOV.UK: policy paper on Martyn’s Law (10 October update)
  • DfE / ISI inspectorate transfer guidance
  • Contact for ISBA mentoring service: Lucy Wyatt ➜ recruiting@theisba.org.uk
  • Josie and Kieran: Josie.Morgan-Jones@crowe.co.uk, Kieran.Smith@crowe.co.uk


Stay Connected & Next Steps

If you found this episode useful, please follow/subscribe on your preferred podcast platform.

Have questions, or want us to cover a topic in a future episode? Email us at podcast@theisba.org.uk.

And if you’re an ISBA member, don’t forget to check your Reference Library after listening — those updated templates and supplementary materials will be there for you.


Hosted on Acast. See acast.com/privacy for more information.

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3 weeks ago
20 minutes 33 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Crisis Leadership in Focus + New ISI Inspection Trends and Attendance Policy Updates ( 10th September 2025)

In this week’s episode, we’re tackling two key areas that are front of mind for many school leaders right now: crisis leadership and inspection readiness.

[News Round-Up | 00:00 – 04:00]

We start with the latest sector updates, including insights from the newly released ISI Annual Review of Inspections 2024–25. With a notable dip in compliance rates — down to 82.1% for routine inspections — we highlight where schools are falling short and what lessons can be drawn, particularly in areas such as safeguarding, attendance, and safer recruitment checks.

We also look at the recent update to ISBA’s Attendance Policy Template, following reports from members that inspectors are expecting to see statutory attendance codes included in documentation. While not a formal regulatory requirement, we explore why it may now be considered best practice and what has changed in the updated template.

[Guest Interview | 4.00 – End]

Our guest this week is Richard Gordon, Director of the Bournemouth University Disaster Management Centre. Richard brings decades of expertise in crisis management and has worked closely with ISBA on enhancing leadership readiness in the independent sector.

In this conversation, we explore:

  • Why school leadership teams must move beyond reactive crisis management
  • The value of scenario-based exercises, even when time is tight
  • Key crisis scenarios schools should prepare for — from safeguarding issues to reputational risks
  • How better planning could also support schools' relationships with insurers
  • And what the next evolution of crisis capability might look like for independent schools

If you’re thinking about resilience planning, preparing for the unexpected, or improving decision-making under pressure, this one’s not to be missed.

📌 Resources and links mentioned:

  • ISI Annual Review of Inspections 2024–25
  • ISBA Webinar: Preparing for Inspection – The New Normal
  • ISBA Reference Library – Updated Attendance Policy Template

💡 For further guidance on inspections, compliance, or crisis planning, ISBA members can contact the Advice and Guidance team or browse additional materials in the Reference Library.

📣 Not yet a member? Learn more about how ISBA supports independent schools at theisba.org.uk


Hosted on Acast. See acast.com/privacy for more information.

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4 weeks ago
31 minutes 8 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Your Voice Matters – Shaping ISBA’s Future Through the 2025 Member Survey ( 3rd October 2025)

🎙️ ISBA Weekly Podcast | Episode: Your Voice Matters – Shaping ISBA’s Future Through the 2025 Member Survey

🗓️ Released: Friday, 3 October 2025

🎧 Duration: approx. 25 minutes

This week, we’re focusing on a topic that affects every operational role across independent schools: how ISBA can best support its members – now and in the future.

Joining us is:

Sue Roxby, Head of Advice and Guidance at ISBA.

Together, we unpack the purpose, scope, and importance of the 2025 ISBA Member Survey, which is now open to all registered school contacts.

Topics include:

  • Why ISBA is running its most comprehensive survey to date
  • What’s new in this year’s questions – and what we’re hoping to learn
  • How long the survey takes and why your individual response matters
  • What happens with your feedback – and how ISBA plans to act on it

Whether you're a bursar, finance lead, estates manager or part of a wider operational team, this is a key moment to shape the services and support you receive.

We also explain how the survey is being managed independently by Research by Design, ensuring confidentiality and data protection at every step.


📌 Member Updates & Reminders

  • 📋 ISBA 2025 Member Survey is now open – check your inbox for your personalised link and respond by 20 October.
  • 🧠 CPD Opportunities:
  • ISBA’s Autumn Webinar Series is underway – covering topics from estates management to compliance updates.
  • View and register via the ISBA Reference Library (members only).
  • 💼 Need HR or legal advice? Don’t forget the Advice & Guidance Team is just an email or call away. Many queries can be addressed through the Reference Library, which now includes updated templates for the 2025/26 academic year.


💡 Subscribe & Share

Don't miss an episode – follow the ISBA Weekly Podcast on your platform of choice and share it with colleagues across estates, finance, operations and leadership.

📬 Have a question or topic you’d like us to cover?

Email: podcast@theisba.org.uk – we’d love to hear from you.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
22 minutes 43 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Inspections, the new normal ft.Durell Barnes ( 26th September 2025)

This week, we’re diving into a topic that’s always on the radar for school leaders and operational staff: inspections.

Joining us is:

Durell Barnes, consultant and inspections expert

Together, we explore how to stay inspection-ready without letting it become an operational drain.

Topics include:

  • The latest thinking on compliance and safeguarding
  • What inspectors are really looking for in 2025
  • Practical steps schools can take this term to feel confident and prepared

We also highlight a brand-new inspection webinar now available in the ISBA Reference Library, designed to help bursars, DSLs and leadership teams navigate the process clearly and calmly.


🔐 Sector News You Can’t Miss:

This week’s bulletin includes several key updates:

  • VAT and bursary grants – why HMRC sees some charitable support as taxable, and what that means for schools
  • New PRS & PPL Digital Music Licences – covering digital streaming, video use and internal music storage
  • Recruitment spotlight – Cransley School seeks a Director of Finance
  • NAB Cohort #16 – Meeting 2 on Safeguarding & SCR (29 Sept) and Meeting 3 on Finance & Mentoring (8 Oct)
  • So You Want to Be a Bursar – Feb 2026 programme now open for booking

📌 Resources & Links Mentioned:

  • ISBA Reference Library – inspection webinar and all bulletin documentation
  • CEFM Contact – for queries about digital music licences
  • ISBA Advice & Guidance Team – for VAT or bursary grant queries
  • Membership Support – help accessing NAB sessions: membership@theisba.org.uk


💡 Subscribe & Share

Don't miss an episode – follow the ISBA Weekly Podcast on your preferred platform and share it with colleagues across operations, estates, compliance and finance.

📬 Have a question or topic you’d like us to cover?

Email us at podcast@theisba.org.uk – we’d love to hear from you.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
15 minutes 42 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Are you optimising your school spaces? Ft. Morleys ( 19th September 2025)

This week’s episode covers the latest updates affecting independent schools, with a particular focus on school furniture. We welcome a full panel of expert guests from Morleys (Janinne Taylor, Chanelle Williams, Katie Kerwin & Harriet Newman) to share trends and insights on the sector's built environment.

Together they share:

  • Best practice when designing educational spaces
  • How to ensure you remain compliant
  • Top tips for getting the best products for your space
  • What to look for when choosing suppliers
  • How to get the most for your money




🔐 Sector News You Can’t Miss:

We also bring you this week’s must-know updates from the ISBA Bulletin, including:

  • SI Framework & Documents Updated
  • New EU Entry/Exit System for Travel
  • New Roles at St George’s and The Cavendish
  • Key dates for CPD events


💡 Subscribe & Share

Don't miss an episode – follow the ISBA Weekly Podcast on your preferred platform and share with colleagues in school operations, compliance, estates, and finance.

📬 Have a question or topic you’d like us to cover?

Email us at podcast@theisba.org.uk


Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
17 minutes

ISBA BURSARCAST
ISBA BURSARCAST // All the Fire Safety updates ft. Assured Partners ( 12th September 2025)

This week’s episode covers the latest updates affecting independent schools, with a particular focus on compliance, finance, and statutory duties. We also welcome expert guests Ian Morgan (Risk Services Director) and Dom Haigh (Risk Services Associate) from Assured Partners to discuss the new fire safety guidance and its practical implications for school operations and estates teams.

Together they share:

  • Key changes around fire safety and assessing
  • Important updates to legislation
  • Handy warnings around lithium-ion batteries and associated devices
  • Real-world examples of assessing going well - and badly



🔐 Sector News You Can’t Miss:

We also bring you this week’s must-know updates from the ISBA Bulletin, including:

  • New Statutory Guidance: Children Missing Education
  • VAT Return Errors – New HMRC Guidance
  • New Roles at St George’s and The Cavendish


💡 Subscribe & Share

Don't miss an episode – follow the ISBA Weekly Podcast on your preferred platform and share with colleagues in school operations, compliance, estates, and finance.

📬 Have a question or topic you’d like us to cover?

Email us at podcast@theisba.org.uk


Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
33 minutes 19 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Buses, Breaches & Big Changes: This Week in School Ops ft. Vectare & NHS ( 5th September 2025)

This week, we’re tackling a topic that’s high on the operational agenda: school transport.

Joining us are:

  • Dominic Kalantary, Co-Founder of Vectare, and
  • Alex Hume, Operations & Compliance Director at Northampton High School (GDST)

Together, they share real-world insights into:

  • Cutting costs without cutting corners
  • Going digital with route planning and communication
  • Safety, sustainability, and smart strategy
  • Whether you manage an in-house fleet or outsource, this is essential listening.

🔐 Sector News You Can’t Miss:

We also bring you this week’s must-know updates from the ISBA Bulletin, including:

  • Online SCR data breach – what bursars need to do now
  • KCSIE 2025 – final changes and what’s still to come
  • Martyn’s Law – preparing for 2027 without overreacting now
  • Chair of Governors – important DfE clarification for new appointments
  • EYFS framework – what's changed from September
  • Charity SORP 2026 – lease reporting & income recognition updates
  • ISC Pupil Numbers Survey – why your data matters now more than ever


📌 Resources & Links Mentioned:

  • ISBA Reference Library – full documentation for all bulletin updates
  • ICO guidance on handling data breaches
  • DfE’s Martyn’s Law policy paper
  • CPD booking links: Estates & H&S Conference, HR Conference, VAT webinars and more
  • NAB #16 enrolment – email isbaadmin@theisba.org.uk

💡 Subscribe & Share

Don't miss an episode – follow the ISBA Weekly Podcast on your preferred platform and share with colleagues in school operations, compliance, estates, and finance.

📬 Have a question or topic you’d like us to cover?

Email us at podcast@theisba.org.uk


Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
26 minutes 52 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Smart Safeguarding: Vape Detection, CCTV & Access Control for Independent Schools

In this episode of the ISBA Bursarcast, we explore how independent schools are using smart technology to strengthen safeguarding and enhance estate security — from discreet vape detection systems to cloud-based CCTV and integrated access control.

We’re joined by Tom Piggott from Verkada, a leading manufacturer of modern security solutions, and Mark Power from Net-Ctrl, one of the UK’s top-tier integrators for Verkada systems. Together, they share expert insights and real-world examples of how schools are deploying these technologies to reduce risk, improve emergency response, and support pupil wellbeing.

We cover:

  • Why vape detection is becoming a safeguarding priority
  • How Verkada’s sensor technology works and where it’s most effective
  • The role of IP-CCTV, access control and visitor management in safer estates
  • Common concerns from school estates teams — and how to overcome them
  • Practical examples of multi-year rollouts and post-installation support

Whether you're considering your first step into smart security or managing a complex school estate, this episode offers valuable guidance tailored to bursars, estates managers, and operational leads across the independent school sector.

Guests:

Tom Piggott – UK Security Solutions Lead, Verkada

Mark Power – Project Manager, Net-Ctrl

Resources & Links:

  • Learn more about Net-Ctrl and Verkada solutions
  • Contact the ISBA Advice & Guidance Team
  • Subscribe to the ISBA podcast for weekly updates


Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
28 minutes 28 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Solar Without the Stress: What Every Bursar Needs to Know Before Saying Yes ft. Chris Styles (22nd August, 2025)

This week on the ISBA Bursarcast:
Is solar right for your school—and can it really be affordable, low-risk, and disruption-free?

We’re joined by Chris Styles, Commercial Director at Westwood Energy, to unpack what solar energy looks like in practice for independent schools. From navigating heritage buildings and campus constraints, to funding options with no upfront cost, Chris offers clear, practical advice for bursars and estates leads who are curious—but cautious.

You’ll learn:

  • Why now might be the right time to explore solar
  • How to tailor a solar design to your school’s unique site
  • What funding models work best for schools (including capex-free options)
  • How to plan for smooth installation and long-term maintenance
  • What to expect from Westwood Energy at the upcoming ISBA Estates Conference

Whether you're at the start of your sustainability journey or ready to run a tender, this episode will give you the clarity and confidence to explore solar as part of your school's future.

🎧 Tune in now—because this could be your next big estates win.


Find more from Westwood at https://www.westwood-energy.co.uk/

Contact the podcast at podcast@theisba.org.uk
Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions.

Subscribe now to stay up-to-date with the topics that matter most to you and your school community.

Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
22 minutes 44 seconds

ISBA BURSARCAST
ISBA BURSARCAST // SpringBoard VAT Ruling, Scam Alerts & School Readiness + Sarah Pearson on Managing Risk Where It Matters Most (15th August, 2025)

This week’s ISBA Bursarcast delivers a fast-paced round-up of the latest regulatory and operational updates for UK independent schools—followed by a practical conversation on risk management with Sarah Pearson from Ecclesiastical Insurance.

🧾 Headlines include:

  • HMRC’s VAT ruling on RNCSF SpringBoard grants – what schools must do now
  • Updated ISBA employment contract templates and DBS clause
  • Tax-Free Childcare: What parents can use for Reception fees
  • Scam alert targeting new joiner families – what to watch for
  • EAA compliance: Are your school’s websites accessible to EU parents?
  • CPD events, recruitment opportunities, and more

🎧 In our guest segment:
Sarah Pearson, education sector specialist at Ecclesiastical Insurance, joins us to share expert insights on:

  • The evolving risk landscape for independent schools
  • How to identify and address your school’s biggest risk vulnerabilities
  • Practical steps for improving resilience—from buildings to data protection
  • Common gaps in risk registers and what insurers look for

🔗 Useful Links

  • ISBA Reference Library
  • Register your defibrillator – The Circuit
  • ISBA CPD Events

Contact the podcast at podcast@theisba.org.uk
Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions.

Subscribe now to stay up-to-date with the topics that matter most to you and your school community.

Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

Show more...
2 months ago
23 minutes 14 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Shaping the Future of Independent Schools – Insights from ISBA’s Sue Roxby (9th August, 2025)

In this episode of the ISBA Bursarcast, we speak with Sue Roxby, ISBA’s Head of Advice and Guidance, about the forthcoming member survey and the wider issues currently affecting independent schools.

Sue shares how the survey will work this year, what it aims to achieve, and why input from members will be vital in shaping ISBA’s strategy. The discussion also covers the key considerations for bursars and school leaders as the new academic year begins – from budgets and forecasting to compliance, VAT, pensions, and safeguarding.

Listeners will also hear updates on:

  • The Teachers’ Pension Scheme rate change due in 2027
  • Handling fees in advance and recent media interest
  • Developments in safeguarding and allergy awareness
  • Sustainability planning and government expectations
  • The impact of VAT on bursary provision and how schools can respond

This episode offers clear, practical guidance for leaders looking to make informed decisions and navigate the challenges and opportunities facing the independent school sector.

Contact the podcast at podcast@theisba.org.uk
Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions.

Subscribe now to stay up-to-date with the topics that matter most to you and your school community.

Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
22 minutes 58 seconds

ISBA BURSARCAST
ISBA BURSARCAST // The Secret to Stress‑Free School Recruitment: Inside ISBA’s Personnel Services (1st August 2025)

Recruitment in independent schools can be challenging – from finding the right skills to ensuring a perfect fit for your school’s unique culture. In this episode of the ISBA Bursarcast, we speak with Lucy Wyatt from ISBA’s Personnel Services to uncover how their tailored recruitment model helps schools find the right people when they need them.

We explore:

  • How ISBA’s recruitment service began and why it’s designed specifically for independent schools.
  • The benefits of using ISBA for both permanent and interim placements.
  • How the mentoring programme supports newly appointed and experienced bursars.
  • Why ISBA’s deep sector knowledge and value‑driven approach makes a difference.

Whether you’re a bursar looking to fill a role, an HR lead planning your next hire, or simply curious about how ISBA can support your operational team, this conversation is packed with practical insight and advice.


Contact recruitment at recruiting@theisba.org.uk

or Lucy Wyatt at  07817038009

Contact the podcast at podcast@theisba.org.uk
Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions.

Subscribe now to stay up-to-date with the topics that matter most to you and your school community.

Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
19 minutes 1 second

ISBA BURSARCAST
ISBA BURSARCAST // 21st Century Governance, what does it mean? ft Sam Coutinho (18th July, 2025)

In this week’s ISBA Bursarcast, we guide you through a packed bulletin of sector-wide updates, including significant changes to RSHE guidance, a draft of Keeping Children Safe in Education 2025, and a roadmap for the Employment Rights Bill—the biggest overhaul of employment law in decades. We also cover new compliance guidance on early years funding, scam warnings, data breach protocols, and lessons from recent HSE prosecutions.

Plus, our guest this week is Sam Coutinho, a leading voice in school governance and independent education risk consultancy. Sam joins us to reflect on the key challenges faced by school governors over the past year—from navigating political uncertainty and financial pressures to supporting senior leaders with sensitive, strategic decisions. 

We explore how governance is evolving, what governors need to know about collaboration and mergers, and why now more than ever, investment in governor training is critical.

Tune in to get ahead on:

  • RSHE statutory reforms and what they mean for curriculum planning
  • Legal pitfalls around employment contract changes
  • Redundancy obligations and suitable alternative employment
  • Governance trends: risk management, parental communication, and board development
  • Why agility, emotional intelligence, and robust financial oversight are defining traits of today’s governing bodies

🎧 Released every Friday at 4pm
 📚 Don’t forget to explore the ISBA Reference Library for full guidance documents mentioned in this episode.

Contact the podcast at podcast@theisba.org.uk
Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions.

Subscribe now to stay up-to-date with the topics that matter most to you and your school community.

Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
27 minutes 14 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Navigating the Employment Rights Bill: What Schools Need to Know Now Ft. Farrer & Co (11th July, 2025)

This week on The ISBA Bursarcast, we’re joined by Sue Roxby, Head of Advice and Guidance at ISBA, and Hugh Young, Senior Associate at Farrer & Co, to unpack the practical implications of the Employment Rights Bill for independent schools. With key provisions — including changes to “fire and rehire” practices — now set to come into force in October 2026, schools have a critical window for thoughtful consultation and planning.

Sue and Hugh share highlights from ISBA’s recent webinar and provide clear, actionable advice for bursars and senior leaders preparing for pension restructuring, contract variations, and wider workforce changes. Expect expert insight on timelines, pitfalls, and why early engagement with staff really matters.

Plus, in this week’s news roundup:

  • Updates to Keeping Children Safe in Education (KCSIE) 2025 — what’s changed, and what might still change
  • The VAT warning every finance lead should hear before issuing September bills
  • New guidance on nursery class exemptions and VAT thresholds
  • Scam alerts targeting school fees — and how to protect your community
  • DfE’s latest AI resources and what they mean for teaching staff
  • DBS identity check updates and new guidance from November 2025

As always, all documents mentioned are available via the ISBA Reference Library, and the Advice & Guidance team is ready to support you.

Listen now for the latest insight and expert commentary on what matters to your role.


As mentioned in the episode here are the latest blogs from Farrer & Co

Contact the podcast at podcast@theisba.org.uk
Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions.

Subscribe now to stay up-to-date with the topics that matter most to you and your school community.

Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
25 minutes 14 seconds

ISBA BURSARCAST
ISBA BURSARCAST // KCSIE 2025, Employment Law Updates, and ‘The Art of the Possible’ with Safehire.ai (4th July, 2025)

In this week’s episode of the ISBA Bursarcast, we cover key updates that every bursar and school leader needs to know before the summer break.

In the news this week:

  • The DfE confirms Keeping Children Safe in Education 2025 will be published next month, with future changes expected to reflect major safeguarding reforms.
  • Postgraduate teaching apprenticeships will shorten to 9 months from August 2025 – what that means for recruitment planning.
  • New clarity on employment law changes – ‘fire and rehire’ rules won’t apply until October 2026.
  • Updated VAT guidance for nursery classes and what counts toward the 10% threshold.
  • And we answer your Question of the Week on who to speak to about business rates advice.

Guest Segment:
We’re joined by Simon Holden and Sean Lumley from Safehire.ai, who share highlights from their recent ISBA webinar "The Art of the Possible". We explore how artificial intelligence is already transforming operational processes in schools – from recruitment to compliance – and where it could go next. It’s a practical and thought-provoking conversation about how AI can support safer, smarter decisions in independent schools.

Whether you’re looking to stay compliant, plan for staff changes, or understand what AI can (and can’t) do, this episode is packed with insights tailored to independent school operations.

Contact the podcast at podcast@theisba.org.uk
Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions.

Subscribe now to stay up-to-date with the topics that matter most to you and your school community.

Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

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4 months ago
20 minutes 8 seconds

ISBA BURSARCAST
ISBA BURSARCAST // Smarter Spend, Safer Schools: Procurement Wins and Key Compliance Updates ft. Paul Wright (27th June, 2025)

In this episode of The Bursarcast, we’ve got the latest sector updates every independent school bursar should know — from board elections and VAT tweaks to asbestos rules, data law changes, and a new part-time role at the ISBA.

🧠 Guest Spotlight: Smarter School Procurement
Are you getting value from your suppliers, or just getting by?

Procurement expert Paul Wright joins us to break down how schools can stretch budgets further, especially on catering. He shares real insights on benchmarking, contract pitfalls, and using data to get better deals without cutting corners.

🎯 What we cover:

  • Where schools overspend (and how to fix it)
  • Why Catering Contracts Go Wrong
  • How benchmarking drives better supplier value
  • Simple steps to boost procurement strategy

📌 Also this week:

  • ISBA Board election results & 2025–26 leadership
  • Compulsory ID checks coming to Companies House
  • The new Data (Use and Access) Act – and what it means for GDPR
  • Asbestos compliance – key duties and a cautionary case study
  • ISBA is hiring – part-time advisory role now open
  • ISC’s Celebrating Partnerships booklet – entries now open
  • VAT CGS threshold changes – what’s coming and when
  • TPS planning support – new webinars & updates

Whether you’re focused on compliance, contracts, or cutting costs, this episode’s got what you need to stay ahead.

Find more from Quenelles here 

Contact the podcast at podcast@theisba.org.uk
Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions.

Subscribe now to stay up-to-date with the topics that matter most to you and your school community.

Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

Show more...
4 months ago
23 minutes 13 seconds

ISBA BURSARCAST
ISBA BURSARCAST // VAT case insight with Julie Robinson (ISC) & latest sector news (20th June, 2025)

In this episode of the Bursarcast, we are joined by Julie Robinson (CEO, ISC) to go over the latest insights around the recent legal challenge brought by the ISC to the High Court around VAT on Independent School Fees. 

Alongside our chat with Julie, we bring you the latest sector insights from the ISBA, including:

🛡️ Operation Encompass Update
Why police notifications about domestic abuse are still failing to reach schools on time — and what every DSL needs to know.

⚖️ Whistleblowing Ruling
We unpack Sullivan v Isle of Wight Council — and explain why external job applicants (outside the NHS) aren’t protected as whistleblowers.

🚨 Scam Alert
Schools are being targeted with fake emails offering delegate lists from ISBA’s Annual Conference. A reminder: we never share member data.

📅 Webinars to Watch
Your quick preview of what’s coming up, from TPS strategy and legal shifts to AI applications and VAT handling best practice.

Contact the podcast at podcast@theisba.org.uk
Tune in to the ISBA Bursarcast Podcast for a comprehensive exploration of the latest in independent school finance, legal developments, and their direct relevance to UK-based institutions.

Subscribe now to stay up-to-date with the topics that matter most to you and your school community.

Independent schools vary widely in terms of their size, pupil population, location, provision and practice. Documents are offered as guidance only, in order to help schools prepare their own in a way that suits their own circumstances and reflects the needs of their own community, and the ISBA and our partners who have assisted in the production of the documents accept no liability for any claims or losses arising from their use. Before using documents from the ISBA library, and particularly after adapting them, schools should take specific legal advice


The ISBA Bursarcast is a RAFIKI STUDIO production


Hosted on Acast. See acast.com/privacy for more information.

Show more...
4 months ago
26 minutes 27 seconds

ISBA BURSARCAST

Welcome to ISBA Bursarcast, the podcast designed for everyone involved in the management of independent schools. Whether you work in finance, estates, HR, transport, or any other school leadership role, this podcast brings you the latest sector news, expert insights, and practical advice to support your work.


Each Friday at 4 pm, we deliver in-depth conversations with sector professionals, industry experts, and ISBA members, keeping you informed on the issues that matter most to independent schools.


Tune in for essential updates, best practices, and strategic insights to help your school thrive. Subscribe now on your favourite podcast platform and stay ahead of the curve with ISBA Bursarcast.


The Bursarcast is produced by RAFIKI STUDIO

www.rafikistudio.com


Hosted on Acast. See acast.com/privacy for more information.