UKSG Money Matters: An Introduction to Financial Planning: London
Unfortunately, it has proved necessary to cancel this course. It is hoped to provide the course on a new date later in the year.
Course summary
This is a new UKSG one-day seminar 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 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 be beneficial for librarians working towards Chartership, or as part of a more general training programme for those working in the commercial divisions of the sector.
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.
Fee
UKSG members: £160.00 + £28.00 VAT @ 17.5% (total £188.00)
Non-members: £215.00 + £37.63 VAT @ 17.5% (total £252.63)
(VAT has increased from 15% to 17.5% from 1 January 2010.)
The fee includes refreshments and lunch.
Venue
The Institute of Materials, Minerals and Mining (Library)
1 Carlton House Terrace
London
SW1Y 5DB
Tel.: 020 7451 7300 (Reception)
Programme
10.00 Registration and coffee
10.20 Welcome and introduction by the Chair and UKSG representative
Jill Taylor-Roe, Head of Liaison & Academic Services, Newcastle University
10.30 The Library Perspective
The Academic Library
An overview of financial planning within academic libraries including:
budgeting, allocations, KPIs and monitoring expenditure
Jill Taylor-Roe, Head of Liaison & Academic Services, Newcastle University
The Corporate Library
An overview of financial planning within corporate libraries including:
budgeting, allocations, KPIs and monitoring expenditure
Per Sulg, Global Journal Service Manager, AstraZeneca
12.00 Break
12.15 The Subscription Agent Perspective
An overview of financial planning in intermediaries including:
invoicing and payments, renewals and distribution costs
Paul Williams, Managing Director, Swets UK
13.00 Lunch
13.45 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, Associate Publisher Director, Wiley-Blackwell
14.30 Breakout session – overview
Overlapping financial planning timelines and streamlining workflow for the benefit
of all parties
14.40 Breakout session and refreshments
15.30 Feedback from breakout session
15.45 Summary and evaluation forms
16.00 Close of seminar
How to book
This date is no longer available. It is hoped to re-organise the course for a new date later in the year.
Cancellations
By Thursday 21 January 2010 - full refund
From Friday 22 January 2010 - 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.
