** Apologies for Cross-Posting **
A reminder for those who may have missed our preliminary announcement during
the holiday period – a few places remain:
UKSG Money Matters: An Introduction to Financial Planning
Monday 7 November 2011
The Institute of Materials, Minerals and Mining, London
Course summary
This one-day seminar is aimed at librarians, publishers and intermediaries
who want to gain a basic understanding of the overarching financial planning
strategies and structures which govern the ways in which the various sectors
work and interact.
UKSG is able to call on the extensive experience of its members in sourcing
expert speakers from the various sectors of the information industry to
present a practical overview of all aspects of financial resource
management.
Why you should attend
Areas where the financial management structures and practices of the various
sectors intersect will be identified and discussed, and consideration will
be given as to how they might be made to work together more effectively.
The event will draw on audience views and experience and will discuss
potential problem areas posed by the different financial
strategies/procedures within the various sectors as described by the
speakers, with a view to promoting greater mutual awareness and
understanding which will help in identifying ways of working together more
effectively.
Course level and previous knowledge required
This seminar is designed particularly for those who are new to the sector
and it would also be beneficial for librarians working towards Chartership.
Learning objectives
Delegates should gain an overview of:
* library financial planning cycles, including budgeting, fund
allocation, Key Performance Indicators and monitoring expenditure
* subscription agent financial planning cycles, including invoicing
and payments, renewals, and distribution costs
* publisher financial planning cycles, including price setting,
editorial and distribution costs
* how the respective planning cycles interact.
PROGRAMME
10.00 Registration and coffee
10.20 Welcome and introduction by the Chair and UKSG representative
Kate Price, Head of E-Strategy & Resources, Library & Learning Support
Services, University of Surrey
10.30 The Library Perspective 1: The Academic Library
An overview of financial planning within academic libraries including
budgeting, allocations, KPIs and monitoring expenditure
David Summers, Deputy Librarian, Lancaster University Library
11.15 Break
11.30 The Library Perspective 2: The Health Library
An overview of financial planning within health libraries including
budgeting, allocations, KPIs and monitoring expenditure
Jo Gardner, Desk Services & Resources Manager, Bodleian Health Care
Libraries,
University of Oxford
12.15 The Subscription Agent Perspective
An overview of financial planning in intermediaries including invoicing and
payments, renewals and distribution costs
Ann Lawson, European Publisher Sales and Marketing Director,
EBSCO Subscription Services
13.00 Lunch
14.00 The Publisher Perspective
A review of the key financial considerations and cycles within commercial
journal publishing including price setting, editorial and distribution costs
Liz Ferguson, Editorial Director, Life Sciences, Wiley-Blackwell
14.45 Breakout session – overview
Overlapping financial planning timelines and streamlining workflow for the
benefit
of all parties
14.55 Breakout session and refreshments
15.30 Feedback from breakout session
15.45 Summary and evaluation forms
16.00 Close of seminar
Fee (includes refreshments and lunch)
UKSG members £175.00 + £35.00 VAT [20%] (total £210.00)
Non-members £225.00 + £45.00 VAT [20%] (total £270.00)
Venue
The Institute of Materials, Minerals and Mining, London, SW1
How to book
Please book via the UKSG website – www.uksg.org/event/mm071111
or contact me as below.
Venue location details will be sent with confirmation of booking.
Cancellations
By Thursday 27 October 2011 Full refund
From Friday 28 October 2011 No refund
NB: UKSG reserves the right to alter or vary the programme due to events or
circumstances beyond its reasonable control without being obliged to refund
monies
Karen Sadler
Administrator
UKSG
Tel. +44 (0)1865 310834
Fax. +44(0)1865 310834
www.uksg.org
UK Serials Association trading as United Kingdom Serials Group
A company registered in England and limited by guarantee
Company Number: 4145775 Registered Charity Number: 1093946
Registered office: Bowman & Hillier Building,
The Old Brewery, Priory Lane, Burford, Oxon OX18 4SG
lis-e-resources is a UKSG list - http://www.uksg.org/serials
UKSG groups also available on Facebook and LinkedIn
