ALA Financial Information
James G. Neal, Treasurer
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
- Round Tables Financial Orientation - Good Things to Know
New Business Development Advisory Committee
To advise ALA senior management and the ALA Treasurer on opportunities for new business development, and on the financial and legal aspects of expanding ALA products and services into new markets, and of introducing new ALA products and services. Learn more about the committee and their work in this presentation.
2013 Spring Meeting
- Endowment Trustees Report to Executive Board (PDF)
- Finance & Audit (F&A) Committee Report to Executive Board (PDF)
- Fiels & Calloway Fiscal Year 2014 Budget Overview to Executive Board (PDF)
2013 Midwinter Meeting
- BARC Report to Council (PDF)
- BARC and Finance & Audit (F&A) Committees Joint Report to Executive Board (PDF)
- BARC Report to Planning and Buget Assembly (PDF)
- Endowment Trustees Report to Council Document (PDF)
- Endowment Trustees Report to Council Presentation (PDF)
- Treasurer Report to Council (PDF)
- Treasurer Report to Membership Information Session (PDF)
- Treasurer Report to Planning and Budget Assembly (PDF)
2012 Annual Conference
- BARC Report to Council (PDF)
- BARC Report to Executive Board (PDF)
- Endowment Trustees Report to Council Document (PDF)
- Endowment Trustees Report to Council Presentation (PDF)
- Finance & Audit (F&A) Committee Report to Executive Board (PDF)
- Treasurer Report to Council (PDF)
- Treasurer Report for Membership Information Session (PDF)
2012 Spring Meeting
2012 Midwinter Meeting
- BARC Report to Council (PDF)
- BARC Report to Executive Board (PDF)
- Endowment Trustees Report to Council (PDF)
- Finance and Audit (F&A) Committee Report to the Executive Board (PDF)
- Treasurer Report to Council (PDF)
- Treasurer Report to Council regarding Neal-Schuman Acquisition (PDF)
- Treasurer Report regarding ALA-APA Fiscal Year 2011 in review (PDF)
2011 Fall Meeting
- BARC Report to Executive Board (PDF)
- Endowment Trustees Report (PDF)
- Finance and Audit (F&A) Report to Executive Board (PDF)
2011 Annual Conference
- BARC Report to Council (PowerPoint)
- BARC Report to Executive Board (Word)
- BARC Virtual Meeting
- Endowment Trustees Report (Word)
- Endowment Trustees Report (PowerPoint)
- Endowment Policy 8.5.1 Council
- Endowment Spending Policy Council
- Finance & Audit (F&A) Report to Executive Board (Word)
- Treasurer Report to Council (PowerPoint)
2011 Midwinter Meeting
- BARC Report to Council (Word)
- BARC Report to Executive Board (Word)
- Endowment Trustees Report (Word)
- Endowment Trustees Report (PowerPoint)
- Finance & Audit (F&A) Report to Executive Board (Word)
- Treasurer Report to Council (PowerPoint)
2011 Spring Meeting
- Endowment Trustees Report (PowerPoint)
- Finance & Audit (F&A) Report to Executive Board (Word)
2010 Fall Meeting
- BARC Report to Executive Board (Word)
- Endowment Trustees Report (PowerPoint)
- F&A Report to Executive Board (Word)
2010 Annual Conference
- BARC Report to Executive Board (Word)
- Endowment Trustees Report (Word)
- Endowment Trustees Report (PowerPoint)
- F&A Report to Executive Board (Word)
2010 Spring Meeting
- Endowment Trustees Report (PowerPoint)
- F&A Report to Executive Board (Word)
2010 Midwinter Meeting
- BARC Report to Council (PowerPoint)
- BARC Report to Executive Board (Word)
- Endowment Trustees Report (Word)
- Endowment Trustees Report (PowerPoint)
- F&A Report to Executive Board (Word)
- Treasurer Report to Council (Word)