** Apologies for cross-posting ** A few places remain on this UKSG course: UKSG Financial Planning for Libraries Wednesday 22 October 2014 The Institute of Materials, Minerals and Mining, London Course summary This one-day seminar is aimed at librarians who want to gain an understanding of the various activities involved in financial planning for resources within an academic library. UKSG is able to call on the extensive experience of its members in sourcing expert speakers from various institutions within the academic sector to present a practical overview of all aspects of the financial management of information resources. Why you should attend Various financial management practices of a number of academic institutions will be discussed, including the relationship with the institutions finance department. Central to the whole event are presentations giving the differing viewpoints of what is involved - from accounting basics, tendering and procurement regulations, local and national reporting, forecasting, and KPIs. Two case studies are included and time will be set aside for follow-on questions. The day will end with a practical workshop. Course level and previous knowledge required This seminar is designed particularly for those who have moved into a position where financial planning is incorporated or for those who need an update. It would also be beneficial for librarians working towards Chartership. Learning objectives Delegates should gain an overview of: * library financial planning cycles, including budgeting, resource allocation and future planning * accounting basics - understanding the different priorities between finance departments and the library and the terminology needed in order to communicate effectively * how to approach the tendering process, different types of tenders, the regulations involved and how to manage the process * budget reports and forecasting and their use in the planning process and for reporting back nationally * Key Performance Indicators, monitoring expenditure and showing value for money. PROGRAMME 10.00 Registration and coffee 10.30 Welcome and introduction by the Chair/UKSG representative Anne Knight, Head of Content, Digital and Client Services, Information Services, Cranfield University 10.35 Financial Planning and Forecasting: view from the top The context and strategic overview: budgets, resource allocation, annual cycle and future planning Jill Taylor-Roe, Deputy Librarian and Head of Planning and Resources, Newcastle University Library 11.00 Accounting Basics: speaking the same language as your finance department How Finance Departments work: terms you need to know to talk the talk Sally Faith, Head of Planning and Administration, University of Sussex Library 11.25 Break 11.40 Tendering and Procurement Regulations Susan Wright, Head of Southern Universities Purchasing Consortium (SUPC), University of Reading 12.05 Case Study 1: resource budget management at the LSE Lisa Cardy, Access and Procurement Manager (Job Share), The London School of Economics and Political Science Library 12.25 Case Study 2: resource budget management at the University of Leicester Joanne Dunham, Head of Collections and Information Systems, University of Leicester Library 12.45 Questions 12.55 Lunch 13.40 Budget Reports and Forecasts How to go about it and what should be included Anne Knight, Head of Content, Digital and Client Services and Selena Killick, Library Quality Officer, Information Services, Cranfield University 14.00 Reporting Back Nationally Collecting financial data for the annual SCONUL return Selena Killick, Library Quality Officer, Information Services, Cranfield University 14.10 KPIs and Value for Money Aligning the library data with institutional priorities Jacqui Dowd, Management Information Officer, University of Glasgow Library 14.35 Questions 14.45 Break 15.00 Managing Budgets (practical workshop) Sally Faith, Head of Planning and Administration, University of Sussex Library 15.50 Summary and final questions 16.00 Close of seminar Fee (includes refreshments and lunch) UKSG members £180.00 + £36.00 VAT [20%] (total £216.00) Non-members £230.00 + £46.00 VAT [20%] (total £276.00) Venue The Institute of Materials, Minerals and Mining, London, SW1 How to book Please book via the UKSG website - www.uksg.org/event/FP221014<http://www.uksg.org/event/FP221014> or contact me as below. Venue location details will be sent with confirmation of booking. Cancellations By Tuesday 14 October Full refund From Wednesday 15 October 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<http://www.uksg.org/> UKSG, 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 UKSG groups also available on Facebook and LinkedIn Follow us on Twitter: https://twitter.com/UKSG