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LIS-E-RESOURCES  October 2011

LIS-E-RESOURCES October 2011

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Subject:

UKSG Course - Money Matters, an introduction to financial planning, London, 7 November 2011

From:

Karen Sadler <[log in to unmask]>

Reply-To:

An informal open list set up by UKSG - Connecting the Information Community <[log in to unmask]>

Date:

Thu, 6 Oct 2011 14:04:34 +0100

Content-Type:

text/plain

Parts/Attachments:

Parts/Attachments

text/plain (259 lines)

    **  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

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