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October 21 2014 - 09:00
October 21 2014 - 16:00

About the Event

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.


UKSG members:   £180.00 + £36.00 VAT [20%] (total £216.00)
Non-members:   £230.00 + £46.00 VAT [20%] (total £276.00)

The fee includes refreshments and lunch.


The Institute of Materials, Minerals and Mining (Library)
1 Carlton House Terrace

Tel.: 020 7451 7300 (Reception)


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

How to book

The closing date for booking this event has now passed.  For further information please contact Karen Sadler by email or phone +44 (0)1865 310834

Venue location details will be sent with confirmation of booking.


By Tuesday 14 October 2014 - full refund
From Wednesday 15 October 2014 - 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.


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