Global Schools Practice Bursar Appointments

Global Schools Practice, Bursar Appointments | 1 Introduction

We established our Global Schools Practice in 2011 to respond to some of the challenges we had observed in the way in which the sector has traditionally appointed its leaders. We are intentionally different, and we seek to add value through our creative thinking, original research, compelling advocacy and exceptional candidate care. These are the hallmarks of Perrett Laver’s approach.

We understand how to engage with candidates from a diverse range of backgrounds, how to advocate persuasively and authentically on behalf of our clients, and ultimately how to create the conditions in which the best candidates are 44% willing and able to engage meaningfully with an appointment of our appointments process. This requires considerable care, professionalism, last year were empathy and tenacity. female

We are proud of our work in the global schools sector. 33% Our significant presence in the UK market has seen us appointed from advise on 20 Bursar and equivalent searches in the last two outside of the years alone, and we are increasingly partnering with sector international schools on Bursar and equivalent searches.

We highlight in this brochure the ways in which we look to add value in Bursar appointments, together with our full track record and outline appointment process.

Global Schools Practice, Bursar Appointments | 2 Working in Partnership

We are proud of the long-term client relationships we have built over the last seven years and highlighted here are four examples of successful Bursar assignments which have resulted from – or led to – other assignments. Six of our placed Heads have returned to us to find Bursars. Over 60 per cent of the clients we have worked with in the last two years have been returning clients.

WESTMINSTER SCHOOL

Perrett Laver was appointed in late 2017 to support Westminster School in their search for a new Bursar. The appointee would manage the School’s relationship with Westminster Abbey, and act as a strategic partner to the Headmaster of the Great School and the Master of the Under School, as well as overseeing a considerable expansion of the School’s bursary provision and its international expansion plans.

The shortlist comprised: the COO of a leading arts organisation; the COO of a major business unit for one of the world’s biggest insurance brands; the Finance Director of a learned society; a senior member of the military who had subsequently worked in the defence strategy world; a consultant who had previously been a legal COO; a retail HR Director; and the appointee, Martin Walsh, previously Director of Commercial Strategy for UCL Innovation and Enterprise.

We have now been engaged to assist Westminster and their joint venture partner HKMETG to find a Founding Head for Chengdu Westminster School.

Global Schools Practice, Bursar Appointments | 3 Following our successful assignment in 2016 to place We were appointed to advise Pipers Corner School in 2017 on Alexander Tate as Head of Bedford Modern School, we were the search for a new Bursar. The School sought candidates invited to partner with the Harpur Trust again in the search for who would ensure the efficient delivery of the School’s bursarial a new Bursar at Bedford School. The appointee would provide services in support of its educational aims, whilst further strong strategic, financial and operational leadership and be a diversifying income streams and harnessing the School’s proactive contributor to the wider direction of the School in the excellent resources for the benefit of the whole community. next exciting phase of its development. The shortlist comprised four candidates – three Operations The competitive shortlist of seven included an Education and Directors from the commercial world and the public sector, Services Manager from a midlands University, a Manager and one experienced Bursar. The successful candidate was from Accenture, a Finance Director from a leading medical Bob Pearce, previously Director of Operations, Medicine association, a CEO of a large multi-academy trust, an NHS Division and Deputy Director of Service Delivery at Operations Director and a Director of Finance and Gloucestershire Hospitals NHS Foundation Trust. Administration from a leading school in Australia. The Following this successful assignment we were invited to successful candidate was Stuart Holliday, Director of Finance partner with Pipers Corner again on the appointment of a and Administration at St Stephen’s School, Western Australia. Deputy Head Academic. We have just been engaged to renew our partnership with the Harpur Trust on the appointment of a CEO.

Global Schools Practice, Bursar Appointments | 4 Following our successful assignment in 2015 to place Helen In 2015 Perrett Laver was asked to advise on the appointment Pike as the first female Master of MCS, we were invited to of a Director of Finance and Operations for Benenden School. partner with the School in identifying candidates from a The appointee would play a major strategic role in the delivery variety of environments capable of further evolving the role of of an ambitious development plan and would need to bring a Bursar and developing its relationship with the Master. substantial track record of senior leadership experience, outstanding financial management skills and high levels of The shortlist included: two international humanitarian commercial awareness charity COOs, one of whom also has a background in management consulting; the CEO of a leading conservatoire; The shortlist of six for the role comprised three school Bursars, the Director of Finance for a major publishing house; and an a school Finance Director, a COO from a leading arts internationally experienced existing school Bursar. MCS organisation and the appointee, Martin Lander, who was appointed Jason Clarke, CEO of the Conservatoire for Dance previously Senior Programme Manager at the University of and Drama. Surrey. Perrett Laver was subsequently invited to partner with Benenden on the appointment of a Director of Development. We have now been engaged to help Jason appoint a key member of his team.

Global Schools Practice, Bursar Appointments | 5 We understand the nuances of the Bursar role

In a rapidly changing education sector and wider economic context, we understand the critical importance of getting a Bursar appointment right for a School. Some of our recent clients have chosen to separate the role of Bursar and Clerk, while others have chosen to appoint a Chief Operating Officer and a separate Chief Financial Officer or similar. We understand the nuances of such differing briefs, and can support on organisational design consultancy, as well as on the search itself.

BRADFIELD COLLEGE

The search for the Bursar at Cheltenham College completed Perrett Laver is currently advising Bradfield College on at the end of the 2017. Having taken the decision to separate the appointment of a COO, the College having taken the the roles of Bursar and Clerk to the Governors, the School decision recently to promote its Finance Director into the sought a highly skilled operational leader and strategist who newly created SMT role of CFO. The appointee will offer would also be able to work well with retiring Bursar John substantial generalist leadership and management Champion, who would fulfil the role of Clerk and oversee experience gained in complex, multi-stakeholder settings. international franchising. The appointee would also be He or she will evidence outstanding strategic abilities with working with the School’s two new Heads. The shortlist the entrepreneurial mindset to drive the commercial and comprised a senior Director in the John Lewis Partnership, a philanthropic development of Bradfield. Perrett Laver has former CEO of a leading barristers’ chambers, two approached candidates with commercial, charitable, commercial CFOs, an existing Bursar and the appointee, private-sector and public-sector backgrounds. Phil Attwell, who was previously Director of Campus Services for the University of Exeter.

Global Schools Practice, Bursar Appointments | 6 We think differently about where outstanding leadership can be found

Many of our clients now seek Bursars without previous school experience, and we have conducted a number of searches with an explicit focus on the commercial, charitable and public sectors.

CO-EDUCATIONALGORDONSTOUN BOARDING SCHOOL FOR AGES 7-18

Following our successful assignment to place Simon Reid as Having advised on the appointments of Lisa Kerr as Principal Head in 2016, we were appointed to support Christ’s Hospital and Titus Edge as Head of the Senior School in 2016, Perrett in their search for a new COO. They sought candidates explicitly Laver was invited to find a creative and highly motivated from commercial backgrounds, with a particular focus on Finance Director to ensure that Gordonstoun was able to individuals who had driven commercial and financial strategy. realise its bold ambitions to grow the international reach of its unique educational ethos. The shortlist of candidates comprised Finance Directors and Managing Directors from the commercial and health The School sought experienced financiers with high levels of sectors, a Director of Planning, Governance and Compliance commercial acumen as well as significant operational and from a leading University and the successful candidate change management experience since the post-holder would Nicholas Tesseyman, Managing Director, Financial Institutions also manage the estates, HR and catering teams in addition to Business Group at the European Bank for Reconstruction finance. The shortlist comprised seven candidates all of whom and Development. came from outwith the education sector. Four were Finance Directors, one an Operations Finance Manager, one a Director of Finance & Infrastructure and a Management Reporting & Analysis Leader. The appointed candidate was Pamela Muir, previously Head of Finance at The Mungo Foundation. Pamela had also worked at Mary’s Meals and Vodafone earlier in her career.

Global Schools Practice, Bursar Appointments | 7 Full Track Record – Bursars, COOs and Finance Directors

UK independent sector

Director of Finance and Operations, Benenden Chief Operating Officer, Christ’s Hospital Appointed Martin Lander, Chief Operating Officer of the Appointed Nick Tesseyman, Managing Director, Financial Faculty of Business and Law at the University of Surrey Institutions Business Group, European Bank for Reconstruction and Development (EBRD) Bursar, Bedford School Appointed Stuart Holliday, Director of Finance and Director of Finance, Gordonstoun Administration at St Stephen’s School, Western Australia Appointed Pamela Muir, Head of Finance, The Mungo Foundation Chief Operating Officer, Bradfield College Current assignment Bursar, Magdalen College School Appointed Jason Clarke, CEO, Conservatoire for Dance & Director of Finance, Canford Drama Appointed Tim Brown, Finance and Business Intelligence Head of Finance, Magdalen College School Team Leader at Twinings Current assignment Bursar, Cheltenham College Appointed Phil Attwell, Director of Campus Services at the University of Exeter

Global Schools Practice, Bursar Appointments | 8 Bursar, Pipers Corner School International appointments Appointed Colonel (Retd) Graham Pearce, Director of Bursar, North London Collegiate School, Jeju Operations, Medicine Division at Gloucestershire Hospitals NHS Foundation Trust Appointed Harry O’Hare, Bursar of Oundle School

Chief Operating Officer, St Paul’s School Bursar, The British School Jakarta Appointed Edward Flute, Business Manager at Sherborne Appointed Kerrie Weippert-Rowe, Faculty Manager at the Preparatory School Faculty of Law, Monash University

Finance Director, St Paul’s School Maintained sector Appointed Andy Francombe, CFO of Cross Verify Chief Operating Officer, Teach First

Director of Finance and Operations, The King’s Appointed John Colenutt, COO of JP Morgan Cazenove School, Chester Director of Finance, Teach First Current assignment Appointed Ian West, Head of Finance, Advertising Division, Bursar, The Royal Grammar School Guildford Channel 4

Appointed Robert Ukiah, Bursar of St Helen’s School, Chief Financial Officer, United Learning Northwood Appointed Louise Johnston, Interim CFO at United Learning Bursar, Westminster School against a competitive external field

Appointed Martin Walsh, Director for Commercial Strategy, Chief Operating Officer, ARK Schools UCL Innovation and Enterprise Appointed Diana Gerald, Deputy Chief Executive, The Girls’ Director of Finance and Operations, Whitgift School, Day School Trust The Whitgift Foundation Director of Finance and Operations, Creative Appointed David Godwin, Former Finance and Business Education Trust Performance Director, AgResearch Appointed Nicholas Brann, Interim Director of Finance and Operations against a competitive external field

Global Schools Practice, Bursar Appointments | 9 Outline Process

Longlist review Consultation and meeting and Perrett candidate pack 3 1 Laver interviews

Once appointed to advise, we meet with key stakeholders With full paperwork supplied in advance, our Consultant meets to build on our existing knowledge of the client school and with the Search Committee to assist in selecting the longlist develop our understanding of the role, discussing the skills from the wider field assembled by Perrett Laver and the advert and experience required, the opportunities presented by field. Candidates chosen for first round interview then meet the post, and the school’s current broader corporate and with our Consultant at our London office for circa 60-90 minutes cultural context. We draft text for the advertisement and to discuss their achievements and experience against the role candidate pack. specification. We explore with each candidate their innate capabilities, motivations and values.

Candidate Shortlist review and 2 identification 4 client interviews and engagement

We develop a comprehensive research strategy, aimed at With full paperwork supplied in advance, including their covering those organisations, individuals and networks that detailed written recommendations on the strongest intersect with our client school’s requirements but which will candidates, our Consultant meets with the Search Committee also yield candidates more widely from across the private, to assist in selecting the most appropriately qualified public and third sectors, if desired. Conversations are candidates for the shortlist. We then work with the client marked by a comprehensive, candid and compelling school to arrange the logistics for shortlisted candidates’ presentation of the school and the role. Extensive due informal meetings, interviews and assessments, ensuring diligence is also undertaken at this stage. Simultaneously, that they are fair, robust and competitive. Prior to your we place the advertisement and handle the response, interactions, we undertake further due diligence, including ensuring a fair application process for all applicants through referencing both written and verbal. the search and through the advert. We also remain fully involved in the final stages, to ensure that this is conducted with sensitivity and the required level of detail. We work closely with the preferred candidate and the client school to ensure that all parties conclude with a highly positive experience.

Global Schools Practice, Bursar Appointments | 10 About Perrett Laver

We are an international executive search and advisory firm specialising in a number of core sectors. Serving clients in over 60 countries worldwide, our offices span EMEA, the Americas and Asia Pacific. We rank among the top five firms worldwide across our major sectors:

Schools & Educational Organisations

Higher Education & Research

Arts, Culture & Sports

Practice Board

Groups Global Non-Profits

Health & Social Care

Industry Research & Development

Philanthropy, Engagement & Advocacy

Perrett Laver is an employee-owned company. The Advisory Board is chaired by Professor Dame Alison Richard, formerly Provost of Yale University and Vice-Chancellor of the University of Cambridge. 85% of our searches are global in scope

Global Schools Practice, Bursar Appointments | 11 Wider Perrett Laver Track Record – Bursar, Chief Operating Officer and Chief Financial Officer appointments

Higher Education

• Bursar, Newnham College, University of Cambridge • Chief Operating Officer, Queen Mary, University of London; (ongoing); • Chief Financial Officer, Plymouth University; • Bursar, Robinson College, University of Cambridge; • Chief Operating Officer, Cardiff University; • Finance Director, University of Leeds; • Bursar, Royal Academy of Dramatic Art; • Finance Director, Kingston University; • Chief Operating Officer, University of Strathclyde; • Finance Director, Richmond University; • Finance Director, Keele University; • Director of Finance, University of East Anglia; • Chief Finance Officer, Staffordshire University; • Group Director, Finance and Business Development, • Chief Operating Officer, University of Leeds; Hull College; • Chief Operating Officer, Association of Commonwealth • Finance Director, University of Liverpool; Universities; • Finance Director, Regent’s College; • Chief Operating Officer, University of Surrey. • Chief Financial Officer, Plymouth University;

• Bursar, University of Bristol;

Global Schools Practice, Bursar Appointments | 12 Not for Profit

• Finance Director, CAFOD; • Finance Director Africa, World Vision International;

• Finance Director, Disabilities Trust; • Finance Director, Dr Foster;

• Finance Director, Tearfund; • Finance Director, Stewardship;

• Senior Director of Global Operations, Amnesty International; • Director of Finance, Rainbow Trust Children’s Charity;

• Chief Operating Officer, Oxfam International; • Director of Finance and Infrastructure, The Samaritans;

• Director of Finance and Services, Practical Action; • Director of Finance and Corporate Services, The Elders;

• Chief Financial Officer, charity:water; • Head of Finance & Resources, Mary Ward Settlement;

• Chief Financial Officer, European Institute of Innovation • Chief Financial Officer, VisionFund International; & Technology; • Chief Financial Officer, Equal Access; • Chief Financial Officer, WorldFish; • Finance Director, OXFAM GB; • Head of Finance, Cats Protection; • Chief Operating Officer, WWF; • Director of Finance and Business Strategy, BOND; • Chief Operating Officer, Accion; • Chief Resourcing Officer, VSO; • Chief Operating Officer, HIVOS. • Chief Operating Officer, VSO;

• Group Director, Resource Development and External Arts & Culture Relations, Transparency International; • Chief Financial Officer, DACS;

• Director of Finance, Livability; • Chief Operating Officer, Museum of London Archaeology. • Chief Operating Officer, UNICEF UK;

Global Schools Practice, Bursar Appointments | 13 Contact us

Lucy Hayes, Partner & Head of the Global Schools Practice t: +44 (0) 20 7340 6216 e: [email protected]

Rosemary Fisher, Senior Consultant t: +44 (0) 20 7340 6294 e: [email protected]

Georgina Holmes, Senior Project Manager t: +44 (0) 20 7340 6246 e: [email protected]

Karmen Tan, Project Manager t: +44 (0) 20 7340 6257 e: [email protected]

8-10 Great George Street London SW1P 3AE UK

T: +44 (0)20 7340 6200 F: +44 (0)20 7340 6201

Global Schools Practice, Bursar Appointments | 14