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LIS-PUB-LIBS  December 2005

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Subject:

CILIP WORKSHOP ~ FOUNDATIONS FOR EFFECTIVE FINANCIAL MANAGEMENT ~ 7 FEBRUARY 2006, LONDON

From:

Jodie Angel <[log in to unmask]>

Reply-To:

Jodie Angel <[log in to unmask]>

Date:

Tue, 20 Dec 2005 14:59:24 -0000

Content-Type:

text/plain

Parts/Attachments:

Parts/Attachments

text/plain (194 lines)

FOUNDATIONS FOR EFFECTIVE FINANCIAL MANAGEMENT
7 February 2006, London 
 
Most people working in library and information services need to have a comfortable grasp of the concepts and language of financial management. Whatever your area of
expertise it will be beneficial to you to have an understanding of the financial aspects
of your service.

This one-day workshop will clarify financial jargon, explain the fundamentals of
finance and introduce you to the financial management skills hierarchy.

BENEFITS OF ATTENDING
To raise participants' awareness of the key principles of financial management
providing a sound foundation for the further development of financial skills.

BY THE END OF THE EVENT PARTICIPANTS WILL:
	understand the role finance plays in service organisations and the roles and
	responsibilities of key financial personnel and processes 
	gained awareness of key financial rules and regulations common to all
 	organisations when making payments to suppliers
	understand the distinctions between capital and revenue finance transactions
	be aware of important basic checks and balances in making payments and
	reconciling those with budget printouts
	be aware of standard requirements in most organisations concerning the
	awarding of contracts and calling for tenders

WHO SHOULD ATTEND?

Those with no knowledge and/or experience of financial management at all and who
wish to learn the basics.

WORKSHOP LEADER: LARRAINE COOPER 

PROGRAMME
9.0	Registration and coffee

9.30 	Welcome and introduction 
	Where Does Finance Fit In?	
	An exploration of the purpose of financial management and its place within a service organisation
	Finance personnel and their roles and responsibilities
	The need for written guidance and procedures
	The purpose of cost centres

10.45	Coffee

11.0	Finance Fundamentals 
	What's the difference between revenue finance, a capital asset and capital finance?
	Capital/revenue activity
	Let's track a payment. 
	Checks and balances along the road when making a payment.
	Key stages from placing an order to the budgetary control statement
	Financial transactions activity

1.0	Lunch

2.00	When We Are More Experienced 
	Awarding contracts
	An overview of tendering processes
	Contract and tendering activity

3.0	Tea

3.15	In tray exercise
	Working in small groups, participants consider a range of transactions they might be involved in dealing with in the 	early part of their career and consider the steps they need to use for each transaction

4.00  Where Can We Take It? 
	The financial management skills hierarchy
	Personal development planning
	Participants reflect on the day's information and prepare a personal
	development plan for the further development of their financial management
	skills from first level professional appointment to senior strategic management
	appointment

4.20	Review

4.30  Close

PLACES ARE LIMITED TO:  16

FEES:
CILIP personal members: 
190 plus VAT (33.25) 223.25
CILIP institutional members: 
230 plus VAT (40.25) 270.25
Non members: 
265 plus VAT (46.38) 311.38

HOW TO BOOK:

TO MAKE A CONFIRMED BOOKING:
Please print out and complete the booking form below and return it by fax to the
Training & Development Department on 020 7255 0561, or post to: Training &
Development, CILIP, 7 Ridgmount Street, London WC1E 7AE

TO PROVISIONALLY BOOK A PLACE: 
To make a provisional booking simply telephone us on 020 7255 0560, textphone 020
7255 0505, email [log in to unmask] or visit this workshop's web page at
http://www.cilip.org.uk/training/training/2006/fpm/foundationsfinancialmgt 

(Provisional bookings will be held for three weeks. A confirmed booking must be
received within this period or your place may be lost.)

BOOKING FORM:

I would like to book a confirmed place on FOUNDATIONS FOR EFFECTIVE
FINANCIAL MANAGEMENT, 7 February 2006, London

Title: ____________  First name: _________________

Surname: ____________________________________

Job title: ____________________________________

Organisation: ________________________________

Address: ____________________________________

Town:________________  Postcode:______________

Email address: ________________________________

Tel___________________ Fax: __________________

Are you a CILIP member? 	YES __	  NO __             

Personal* __ Institutional __ 

* If you are a Personal Member, but your employer is paying, they will still be charged at Personal Member rate.

CILIP membership no:  __________________________	
			
Dietary/special requirements (sensory or physical)

___________________________________________

PAYMENT OF FEE:

Option 1: __	Please send an invoice 
(Your payment will be due within 30 days of the invoice date).

Please give invoice name and address if different from above:

Invoice Name________________________________________	
			
Invoice Address_______________________________________	

_____________________________________Postcode_________


Option 2: __	I enclose a cheque (payable to CILIP) for _______________ 

Please tick here if you require a receipt: __

Option 3: __	Please debit _________   to my credit card 

Credit card details:

Name of cardholder:_______________________

Card no: __________________________________

Expiry date: _________________________________

Signature: ___________________________________


PLEASE NOTE: cancellations received on the day will incur the full fee. If a
cancellation is received in the seven working days prior to the event, 50% of the fee
will be due.

CILIP keeps any personal information you supply for the purpose for which you have
provided it.  It is not passed to other organisations unless this is made explicit when
you supply it or if we are legally required to do so.  However the Institute may from
time to time wish to send you information about other services or products it provides.

CILIP reserves the right to alter details or to cancel this event should the need arise. CILIP has provision for those in wheelchairs. Induction loops are also available.

CILIP, The Chartered Institute of Library & Information Professionals

Registered Charity no. 313014

Message sent by:

Jodie Angel
Events Assistant, Training & Development
CILIP
7 Ridgmount Street
London
WC1E 7AE

Telephone: 020 7255 0560
Fax: 020 7255 0561
Email: [log in to unmask]

Visit our web pages at: www.cilip.org.uk/training

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