ALA Finances 101 (AKA BARC Financial Planning Seminar)
Agenda
2006 Midwinter Meeting
San Antonio, TX
Friday, January 20
Marriott Rivercenter, Salon A
1:30–4:30 p.m.
1:30–1:40 Welcome, Introductions and Outcomes—Patty Wong
1:40–2:05 Financial Primer—Marilyn Hinshaw
2:05–:30 Financial Principles and Realities—Raymond Santiago
2:30–2:45 Break
2:45–3:15 Financial Environment Overview (including Indirect Costs)—Teri Switzer
3:15–3:40 Endowment Fund Primer & Fundamentals—Rick Schwieterman, Carla Stoffle, Robert Newlen, and Teri Switzer, Treasurer
3:40–4:20 Two Breakouts:
- Divisions (including Operating Agreement review)—Jim Rettig, Rod Hersberger and Teri Switzer
- Round Tables—Patty Wong and Marilyn Hinshaw
4:20–4:30 Wrap-up
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