ALA Financial Information
James G. Neal, Treasurer
Seeking Candidates for Two Upcoming Endowment Trustee Openings
Financial Learning
- ALA Financial Primer
- BARC Orientation
- Division Lead
- Endowment Policy
- Endowment Fact Sheet
- Endowment Spending Recommendations
- Membership Financial Primer
ALA Financial Learning Series brought to you by BARC and the Finance Staff
The Governance and Finance & Accounting offices along with members of the Budget Analysis and Review Committee (BARC) have created the online ALA Financial Learning Series. The purpose of these webcasts is to provide the viewer with a basic understanding of ALA’s finances and how it impacts all areas/units of the Association. These webcasts are designed to expand on and support the information provided at the ALA Finance Workshop, which is an education session held by BARC at each Midwinter Meeting. Although the information provided in these webcasts is general in nature, everyone who views them can benefit – members, member leaders, funders, vendors, sponsors and the general public.
Please take the opportunity to review the webcast offerings and select those that are of particular interest to you. Note that additional offerings will be added as areas of interest are identified.
- ALA Organizational Structure & Decision Making Process
- ALA Operating Agreement
- Budget Cycle and Process
- The Long Term Investment Fund - the Endowment
2011 Fall Meeting
F&A Report to Executive Board (Word)
Endowment Trustees Report (Word)
2011 Annual Conference
BARC Report to Executive Board (Word)
F&A Report to Executive Board (Word)
Endowment Trustees Report (Word)
Endowment Trustees Report (PowerPoint)
Endowment Policy 8.5.1 Council
Endowment Spending Policy Council
BARC Report to Council (PowerPoint)
BARC Virtual Meeting
Treasurer Report to Council (PowerPoint)
2011 Midwinter Meeting
BARC Report to Executive Board (Word)
F&A Report to Executive Board (Word)
Endowment Trustees Report (Word)
Endowment Trustees Report (PowerPoint)
BARC Report to Council (Word)
Treasurer Report to Council (PowerPoint)
2011 Spring Meeting
F&A Report to Executive Board (Word)
Endowment Trustees Report (PowerPoint)
2010 Fall Meeting
BARC Report to Executive Board (Word)
F&A Report to Executive Board (Word)
Endowment Trustees Report (PowerPoint)
2010 Annual Conference
BARC Report to Executive Board (Word)
F&A Report to Executive Board (Word)
Endowment Trustees Report (Word)
Endowment Trustees Report (PowerPoint)
2010 Spring Meeting
F&A Report to Executive Board (Word)
Endowment Trustees Report (PowerPoint)
2010 Midwinter Meeting
BARC Report to Executive Board (Word)
F&A Report to Executive Board (Word)
Endowment Trustees Report (Word)
Endowment Trustees Report (PowerPoint)
BARC Report to Council (PowerPoint)
Treasurer Report to Council (Word)
2009 Annual Conference
BARC Report to Executive Board (Word)
F&A Report to Executive Board (Word)
Endowment Trustees Report (Word)
Endowment Trustees Report (PowerPoint)
BARC Report to Council (Word)
BARC Report to Council (PowerPoint)
Treasurer Report to Council (PowerPoint)
Treasurer Membership Report (PowerPoint)
2009 Midwinter Meeting
BARC Report to Council (Word)
BARC Report to Council (PowerPoint)
BARC Report to Executive Board (Word)
Finance & Audit Report to Executive Board (Word)
Endowment Trustees Report to Council (Word)
Endowment Trustees Report to Council (PowerPoint)
Treasurer's Report to Council (PowerPoint)
2008 Annual Conference
Planning & Budget Assembly (PBA)
PBA Agenda
PBA Mission Statement
PBA Roster
BARC Report to Council
BARC Report to Executive Board
Finance & Audit Report to Executive Board
Endowment Trustees Report to Council
Treasurer's Report to Council
2008 Spring Meeting
Finance & Audit Committee Report to the Executive Board
Endowment Trustees Report to the Executive Board
2008 Midwinter Meeting
ALA Finances 101
Agenda
Financial Principles Overview
Financial Primer
Operating Agreement
Operating Agreement Presentation
Operating Agreement Handout
Indirect Cost Fact Sheet
Round Tables Financial Planning
Evaluation
Treasurer's Report to Council
Programmatic Priorities
Endowment Trustees Report to Council
BARC Report to the ALA Executive Board
Finance & Audit Committee Report to the ALA Executive Board
Fiscal Year End 2007 Analysis
ALA Year End Narrative
ALA 8-31-07 Year End Analysis
2007 Fall Meeting
Budget Analysis and Review Committee Report to ALA Executive Board Fall 07
Finance and Audit Subcommittee Report to the Executive Board
Endowment Trustees Report to Council
