UKSG Money Matters: An Introduction to Financial Planning: London

7 Nov 2011
7 Nov 2011

This event has been cancelled.


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.


UKSG members:    £175.00 + £35.00 VAT [20%] (total £210.00)
Non-members:      £225.00 + £45.00 VAT [20%] (total £270.00)

The fee includes refreshments and lunch.


The Institute of Materials, Minerals and Mining (Council Room)
1 Carlton House Terrace
SW1Y 5DB     

Tel.:  020 7451 7300 (Reception)


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, EU Publisher Sales and Marketing Director, EBSCO Information 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

Background course material

The Work of the Serials Librarian

The Work of the Journal Publisher

The Work of the Subscription Agent

Discussion topics

How to book

This event has been cancelled. For further information please contact Karen Sadler at UKSG by telephone - +44 (0)1865 310834 - or by e-mail - .  


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.

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