Lisa was first commissioned by the ESFA to work with Transform Learning Trust as a School Resource Management Advisor. Her work was invaluable in reassuring us that the new systems and processes that we were intending putting in place were the right ones, and that as a new Trust, our assessment of the strengths and weaknesses in resource management was correct. We were so impressed by Lisa’s expertise, that we have since employed her to support us on a couple of follow-up occasions. Lisa is able to quickly grasp unusual situations, using her extensive knowledge to ‘hit the ground running’. She faces every challenge with realism, a positive mindset and a smile. She is a pleasure to work with and I would recommend her unreservedly.
Laura Bromberg, CEO Transform Learning Trust
"We have worked with Lisa for many years and with SBLS since its inception. The service Lisa and her company provides us is invaluable. We have absolutely no hesitation referring Lisa to our schools and Trusts. Lisa and her company provide us with financial support in due Diligence, Growth Audits, training, day to day, the list goes on. We have 100% positive feedback from the clients we refer and all of them talk about Lisa's knowledge, commitment, support and manner. It is testament to her that they all ask her to stay with them! if you are looking for knowledge, experience and commitment, look no further than Lisa and SBLS."
Jeff Marshall, MD, J&G Marshall Ltd
"We were recommended Lisa to support us when our CFO left and have now worked together for over a year during some challenging times. Lisa is a dream to work with, she is organised, knowledgeable, supportive and personable. Lisa has been flexible when working with different policies and procedures and has brought her substantial knowledge to all elements of the role. Due to her professionalism, she has been able to challenge staff when needed but also motivate them. We have been delighted with the service Lisa has provided and I would not hesitate to recommend her to any school or Trust. "
Sarah Martin, Executive Headteacher
Adelaide School, Finch Woods Academy, Adelaide Heath Academy
"It was a pleasure to work with Lisa throughout the whole recruitment process for our new School Business Manager. Lisa's skills, organisation and experience ensured the process was rigorous and compliant. As a result, I now have a fantastic new SBM and the follow up support he needed for his probationary period. I highly recommend Lisa..she's a pleasure to work with."
Lickey Hills Primary School
"As a Commercial Director of a Financial Services company I am used to working with highly capable financial, commercial and operational leaders. When I took the role of Chair of Governors at The Coppice Primary School I was very pleasantly surprised to find someone of Lisa’s calibre in the role of School Business Manager.
As part of the Senior Leadership of the school I have thoroughly enjoyed working with Lisa who has proven to be highly organised, financially adept, commercially savvy and incredibly personable. Her financial qualifications have provided a solid base for her sound decision making and fiscal responsibility and her ability to relate to staff, peers and senior leaders has forged an open, trusting and efficient team.
Personally, I would relish the opportunity to work with Lisa again if other opportunities arose and would have no hesitation to recommend her to anyone seeking a highly professional financial management consultant, especially in the education sector."
"Lisa was the Coppice’s School Business Manager for eleven years, leading all of the non-teaching side of the school. In my time as Headteacher Lisa supported the school through Academy conversion and obtained funding to extend the school, enabling us to increase to three form entry. All of that as well as managing the office and premises teams against the backdrop of a challenging financial environment with seven years of lagged funding.
Lisa’s prudent financial control kept the Coppice out of significant deficit and positioned us brilliantly for a fully-funded future.
Lisa style is professional, supportive, loyal and friendly, although she’s not frightened to challenge as appropriate - she has been an integral part of the Coppice family, not just as the Business Manager but also as a member of the Senior Leadership Team, a Trustee and a key member of the Grove Partnership.
I am sorry to see her go but wish her much continued success, and I’m sure Lisa will help other schools provide a firm foundation for their teaching."
Coppice Primary School