**  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


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