Budgeting & Financial Management (Library Management Series)

Budgeting & Financial Management (Library Management Series)

Budgeting can be perplexing to new managers and directors.  Sometimes it’s common sense and sometimes it’s a minefield.  Learn the difference.  Learn how to manage a departmental budget.

Learning Objectives

  1. Learn budgeting basics, including how to present the budget to your funder.

  2. Reporting is a critical aspect of the budgeting process.  Learn what to report, how to report it, and when.

  3. Confused by a balance sheet?  Most people are!  Let’s demystify them.

  4. Why do you want an audit? 

Presenter:  Tom Lawrence has been the Library Director of the Poughkeepsie Public Library District since 1995.  During his tenure with the Library District, he has supervised various fundraising activities, including annual appeals and two successful bond referenda.  Prior to his work in Poughkeepsie, Tom worked with the library systems in Connecticut and coordinated the merger of two systems into the Western Connecticut Library Council.  He also has professional experience as a library master planner and building consultant.  Tom holds a BA from the College of St. Rose in Albany and an MLS from the University of Oklahoma.

Date:
Monday, June 19, 2017
Time:
9:00am - 12:00pm
Presenter:
Tom Lawrence
Location:
Middletown Library Service Center, 786 South Main St., Middletown
Categories:
DLD Workshop
Registration has closed.

Free. Registration is required.

Event Accessibility for Guests with Disabilities

We want to provide what you need to participate!

If you require access services to participate fully, please use the Accommodation Request Form at least 7 days prior to the event.

If you have any questions about accessibility, please contact Gail Hurley at gail.hurley@ct.gov or (860) 704-2223.

You can also see our Library and Accessibility LibGuide for more information.

Registration Eligibility

To register for a DLD workshop or webinar, you must be one of the following:

  • current library staff member
  • undergraduate or graduate library student
  • Friend or Board Member/Trustee*
  • retired or unemployed library staff

Please contact Gail Hurley at gail.hurley@ct.gov or (860) 704-2223 with registration questions.

*Unless otherwise specified that a Friend or Board Member/Trustee is not eligible for a training or workshop.

Note: paid consultants are not eligible to attend DLD workshops or webinars.

Cancellation Policy

If you cannot attend a workshop you have registered for, please remember to cancel at least 3 days in advance so we can give your spot to someone else. You can cancel via the link in your confirmation email, or by contacting Gail Hurley gail.hurley@ct.gov | (860) 704-2222.

Those who miss (without cancelling) 3 events within a 6-month period will be placed on the waiting list when registering for future events. Be sure to sign in when you arrive for any workshop.

Inclement Weather Policy

For all in-person workshops offered by the CT State Library, Division of Library Development:

If the public schools in the town where the workshop is to be held close due to weather, the workshop will be canceled. If the schools have a delay, the workshop will go on as scheduled.

For the most up-to-date information, call us at 860-704-2200.

IMLS logo
Continuing Education workshops and the professional development collection are funded in part by the Institute of Museum and Library Services under the provisions of the Library Services and Technology Act, administered by the Connecticut State Library.