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DTSTART;TZID=Europe/London:20191204T100000
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DTSTAMP:20260624T084135Z
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SUMMARY:UKSG Financial Planning for Librarians
DESCRIPTION:This one-day seminar is aimed at librarians who want to gain an understanding of the different activities involved in financial planning for resources within an academic library and an awareness of the challenges facing the wider sector that can have an impact on library budgeting. 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 an overview of all aspects of the financial management of information resources. \n\n\n\n\n\n\n\n\n\n\n\nWhen\n\n\n\n\nWednesday\, December 4\, 2019 – 10:00 GMTtoWednesday\, December 4\, 2019 – 16:00 GMT \n\n\n\n\n\n\n\n\n\n\nWhere\n\n\n\n\nThe King’s Fund11 Cavendish SquareLondon\, W1G 0ANUnited Kingdom \n\n\n\n\n\n\n\n\n\n\n\nAbout the Event\n\n\n\n\n\n\n\n\n\nWhy you should attend \n\n\n\n\n\nThe seminar will offer an insight into the financial management practices of a number of different libraries\, including the relationship with the organisation’s finance department. Presentations and case studies will provide a range of differing viewpoints on what is involved in financial planning\, with an emphasis in the afternoon on the specific challenges arising from managing open access payments. There will be opportunities throughout the day for group discussion and for delegates to share and discuss challenges they are facing at their own institutions. \n\n\n\n\n\n\n\n\n\n\n\nSeminar level and previous knowledge required \n\n\n\n\n\nThis seminar is designed for those who are new to financial planning or for those who need an update. It would particularly suit someone who has recently moved into a role which includes budget management responsibilities or analysing financial information. The seminar is not intended to provide practical training on budget management as the expectation is that this is something that would be provided by an institution’s own Finance Department. \n\n\n\n\n\n\n\n\n\n\n\nLearning objectives \n\n\n\n\n\nDelegates should gain an overview of:  \n\n\n\n\nwill have the opportunity to share and discuss experiences with speakers and delegates\n\n\n\n\n\nlibrary financial planning cycles\, including budgeting\, resource allocation and future planning \n\n\n\n\n\nthe impact of Open Access and transformative journal agreements on budgeting for subscriptions\n\n\n\n\n\nbudget reports and forecasting and their use in the planning process and\n\n\n\n\n\n\n\n\n\n\n\n\nProgramme\n\n\n\nWednesday 4th December \n\n\n\n\nTime \n\n\n\n\n\nProgramme \n\n\n\n\n\nSpeakers \n\n\n\n\n\n\n\n10:00 \n\n\n\n\n\nRegistration and refreshment  \n\n\n\nAll times stated are GMT \n\n\n\n\n\n\n\n\n\n\n\n10:30 \n\n\n\n\n\nWelcome and Outline of the day \n\n\n\n\n\n\n\n\n\n\n\n\nElizabeth Newbold  \n\n\n\nSTFC (Science and Technology Facilities Council) \n\n\n\n\n\nSee Biography\nElizabeth is the Open Science Services Group Leader at the Science and Technologies Facilities Council (STFC) where she leads the strategic development of library services to meet the changing requirements of researchers with regard to open access of publications and data.  Elizabeth has an MSc in Information Studies and has worked  in information roles for over 20 years specialising in scientific\, medical and technical information. Her time in libraries includes 11 years at the British Library where she led the STM content and collections team and the development of the British Library’s UK DataCite service. She is a member of the UKSG Education and Events sub-committee. \n\n\n\n\n\n\n\n\n\n\n\n\n\n10:40 \n\n\n\n\n\nFinancial planning: view from the top context and strategic overview – senior library staff  \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\nAnna Franca \n\n\n\nEdge Hill University \n\n\n\n\n\nSee Biography\nAs Head of Collections and Archives at Edge Hill University\, Anna França leads the team dedicated to managing and developing the library collections and University Archive. Prior to joining Edge Hill\, she held roles at King’s College London and has almost 18 years’ experience in the academic library sector. Anna is interested in the role that libraries can play in supporting a sustainable transition towards a more open research landscape. She is active in a range of professional networks and groups and chairs the USKG Education and Events sub-committee. \n\n\n\n\n\n\n\n\n\n\n\n\n\n11:10 \n\n\n\n\n\nLibrary Case Study 1 – Development a methodology to assess the use of Library content in the curriculum at the Open University \n\n\n\n\n\n\n\n\n\n\n\n\n\n\nAlison Brock  \n\n\n\nThe Open University \n\n\n\n\n\nSee Biography\nAlison Brock is an eContent Advisor at The Open University Library and has worked in that role since 2007. Her role includes evaluating and assessing use of electronic resources and she is a member of the Community Advisory Group for the Jisc Usage Statistics Portal (JUSP).  \n\n\n\n\n\n\n\n\n\n\n\n\n\n11.40 \n\n\n\n\n\nBreak \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n11.50 \n\n\n\n\n\nLibrary Case Study 2 – Balancing the books: meeting information needs in a Research Institute \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\nDebbie Franks  \n\n\n\n \n\n\n\n\n\nSee Biography\nDebbie’s career in one of the 8 UK Research Councils has provided her with a range of responsibilities at different levels across a wide scope of professional duties in Library Management. Debbie’s particular interests are: \n\n\n\n\nEmbedding the Library into the workplace community\n\n\n\nMarketing the LIS\n\n\n\nCustomer interface and liaison in the online world\n\n\n\nQuality assurance and service level agreements\n\n\n\n\nContinuous development within the information profession to meet the new demands of a virtual user community and managing new formats of information provision \n\n\n\nDebbie chartered with CILIP way back in 1990 soon after graduating from Loughborough University with a joint honours degree in Library Studies and Mathematics (so she could count books as well as stamp them\, according to her family). Debbie has revalidated her Chartership annually since 2014. \n\n\n\nDebbie completed a Masters in Science and Society with the Open University in 2010 and is active on various committees and groups in the information profession. \n\n\n\nLinkedIn: www.linkedin.com/in/debbie-f-08732b116 \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n12.45 \n\n\n\n\n\nLunch \n\n\n\n\n\n\n\n\n\n\n\n13:30 \n\n\n\n\n\nBudget reports and forecasting: How to go about it and what should be included \n\n\n\n\n\n\n\n\n\n\n\n\nSharon Johnson \n\n\n\nBritish Library  \n\n\n\n\n\nSee Biography\nSharon Johnson is Head of Content Development Implementation and Acquisitions at the British Library with responsibility for managing and co-ordinating the implementation of the Library’s Collection Development Strategy . Her role includes responsibility for managing the Library’s acquisitions budget and delivering value for money through purchasing activities\, including tendering and subscription negotiation. She also has operational responsibility for all mainstream acquisitions processing (print and digital) and for co-ordinating publisher liaison activities in relation to Legal Deposit. \n\n\n\nSharon is co-author of two IFLA professional reports\, Gifts for the Collections: Guidelines for Libraries and Key Issues for e-Resource Collection Development: A Guide for Libraries. \n\n\n\n\n\n\n\n\n\n\n\n\n\n14:00 \n\n\n\n\n\nHow things are changing: the impact of OA and transformative agreements on library financial planning \n\n\n\n\n\n\n\n\n\n\n\n\nCaron Milloy \n\n\n\nJisc \n\n\n\n\n\nSee Biography\nCaren leads Jisc’s licensing and negotiation service\, providing UK education and research with access to digital content and software solutions that support the digital transformation of research\, learning\, teaching and assessment and the digital estate of universities and colleges. \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n14:30 \n\n\n\n\n\nLibrary Case Study 3 – Transformative Agreements – Splitting the bill \n\n\n\n\n\n\n\n\n\n\n\n\nJeremy Claridge \n\n\n\nUniversity of London – Queen Mary \n\n\n\n\n\nSee Biography\nJeremey is the Repository & Research Information Team Leader at Queen Mary University where he manages the Universities team dedicated to the promotion and management of open access publishing. Jeremey started his career some 30 years ago in the Guy’s & St Thomas’ School of Nursing before moving into subscriptions management at King’s College London and Queen Mary University. In 2013 he was dragged away from managing subscription budgets and into the dynamic world of open access funds\, repositories and the research excellence framework. Jeremey is a member of the RLUK’s Open Access Publisher Processes Group (OAPP) working towards improving open access publishing workflows.’ \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n15:00 \n\n\n\n\n\nDiscussion/breakout (including Tea break) \n\n\n\n\n\n\n\n\n\n\n\n\nJeremy Claridge \n\n\n\nUniversity of London – Queen Mary \n\n\n\n\n\nSee Biography\nJeremey is the Repository & Research Information Team Leader at Queen Mary University where he manages the Universities team dedicated to the promotion and management of open access publishing. Jeremey started his career some 30 years ago in the Guy’s & St Thomas’ School of Nursing before moving into subscriptions management at King’s College London and Queen Mary University. In 2013 he was dragged away from managing subscription budgets and into the dynamic world of open access funds\, repositories and the research excellence framework. Jeremey is a member of the RLUK’s Open Access Publisher Processes Group (OAPP) working towards improving open access publishing workflows.’ \n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n15:45 \n\n\n\n\n\nSummary and close \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegistration\n\n\n\nSunday\, August 4\, 2024 – 00:00 BST – Monday\, November 18\, 2024 – 22:10 GMT \n\n\n\n\n\n£ 185.00 \n\n\n\n+VAT \n\n\n\nMember \n\n\n\n\nClosed\n\n\n\n\n\n\n\n\n\n\n£ 235.00 \n\n\n\n+ VAT \n\n\n\nNon-Member \n\n\n\n\nClosed \n\n\n\n\n\n\n\n\n\n\n\n\nNB: 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. \n\n\n\n\n\n\n\nContact \n\n\n\nGeneral queries – events@uksg.org \n\n\n\nPlease take a look at our code of conduct \n\n\n\n\n\n\n\n\n\nCancellations \n\n\n\nCancellations \n\n\n\nBy Wednesday 20th November – full refundFrom Thursday 21st November –  no refund \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nShare this Event\n\n\n\nPlease help us by letting your colleagues and friends know about our event. Thank you. \n\n\n\n Share Tweet Post
URL:https://www.uksg.org/events/uksg-financial-planning-for-librarians/
CATEGORIES:Seminar
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