Financial Management in Academic Libraries
Financial Management in Academic Libraries

Author: Robert E. Dugan

Publisher: Assoc of College & Research Libraries

Published: 2018

Total Pages: 0

ISBN-13: 9780838989432

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"Financial Management in Academic Libraries explores the connection between financial management and accountability, effectiveness, efficiency, and sustainability, and demonstrates how to capture them in a realistic, data-supported budget. Among the different units of an academic institution, the library has an advantage in that its managers can link these concepts to the library's infrastructure, its staffing, collections, services, and technology. Focusing on these components can enable everyone in the library to work to achieve organizational sustainability over time and advocate for their place in the institution"--Provided by Amazon.com.

Fundamentals of Planning and Assessment for Libraries
Fundamentals of Planning and Assessment for Libraries

Author: Rachel A. Fleming-May

Publisher: American Library Association

Published: 2021-07-23

Total Pages: 265

ISBN-13: 0838937810

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The concepts of planning and assessment are intrinsically linked—and understanding them is essential for raising the library’s profile and strengthening its position among stakeholders and the community. Even if you're an LIS student or are new to the profession, or if planning or assessment are not your primary areas of responsibility, you still have a role to play in the success of organizational efforts. Fleming-May has more than a decade of experience in planning and assessment initiatives and instruction, and Mays was her institution’s first assessment librarian; their primer draws from theory, research, and their first-hand observations to illuminate such topics as characteristics of bad planning strategy that can help to illustrate a better approach; reasons why using economic models, like ROI, fall short; how to mix the three types of planning; guidelines to ensure that assessment is meaningful and actionable; tips for creating effective surveys; emphasizing users’ needs with a critical assessment framework; data analysis for surveys, interviews, focus groups, and observation; four questions to ask about audience level before you develop a report; a sample 3-year assessment plan that can be customized; and seven steps for developing a culture of ongoing assessment.

Financial Planning DIY Guide
Financial Planning DIY Guide

Author: Sam Henderson

Publisher: John Wiley & Sons

Published: 2011-10-20

Total Pages: 323

ISBN-13: 1742468292

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Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice. Inside you'll learn how to: reduce your tax, boost your savings and maximize your income structure your investment portfolio (including investing in shares and property) and manage risk make the most of your superannuation plan your income for retirement protect your wealth through estate planning. It's never too soon (or too late) to plan your financial future and this book will show you how!

Financial Planning for Libraries
Financial Planning for Libraries

Author: Ann E. Prentice

Publisher: Scarecrow Press

Published: 1996

Total Pages: 214

ISBN-13: 9780810829749

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Presents information on preparing and implementing budgets, discusses implications of budgeting and financial management activities. Includes case studies.

Crash Course in Library Budgeting and Finance
Crash Course in Library Budgeting and Finance

Author: Glen E. Holt

Publisher: Libraries Unlimited

Published: 2016-08-22

Total Pages: 0

ISBN-13: 1440834741

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The Crash Course series was created for library staff who need basic information on various service-specific topics. The titles in this series take a simple, "how-to" approach that focuses on providing all the fundamental knowledge needed for day-to-day library services. The books can serve as handy references, practical workshop guides, or effective training manuals, and will be useful to new librarians as well as staff who may need refresher information for new areas of responsibility. -- from back cover.

Essentials of Personal Financial Planning
Essentials of Personal Financial Planning

Author: Susan M. Tillery

Publisher: John Wiley & Sons

Published: 2018-09-21

Total Pages: 448

ISBN-13: 1119421233

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ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

The History of Financial Planning
The History of Financial Planning

Author: E. Denby Brandon, Jr.

Publisher: John Wiley & Sons

Published: 2009-09-17

Total Pages: 379

ISBN-13: 0470553790

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The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names "four initial engines of growth" that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years.

Financial Planning for Libraries
Financial Planning for Libraries

Author: Murray S. Martin

Publisher: Routledge

Published: 2019-12-06

Total Pages: 192

ISBN-13: 1000757676

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This book, first published in 1983, stresses the need for libraries to weed out expenditures which do not contribute to their basic role - the collection and organization of information - when planning where and when to spend money. It illustrates how priorities and goals must change in accordance with changes in libraries’ roles in the information world.

Finance, Budget, and Management for Reference Services
Finance, Budget, and Management for Reference Services

Author: Ruth A. Fraley

Publisher: Routledge

Published: 2019-12-06

Total Pages: 295

ISBN-13: 1000757722

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The library budget, a topic of primary importance to the reference librarian, is thoroughly examined in this book, first published in 1988. Experts offer insightful suggestions for reference librarians to understand and take responsibility for budget issues, directly and indirectly. They address the ability to explain the budget - which actually entails explaining the collection, the services, and the process in place for managing the fiscal resources - a necessary skill for any reference librarian faced with looming budget cuts. Providing quality services on a limited budget is also explored. The contributors provide helpful essays on convincing the parent agency to provide adequate support, setting goals and priorities, generating revenue, and more.