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ALA Financial Information

ALA Treasurer Rodney M. Hersberger

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Financial Learning

• ALA Financial Primer
• BARC Orientation

Fiscal Year End 2007 Analysis

• ALA Year End Narrative
• ALA 8-31-07 Year End Analysis

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 

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

2007 Annual Conference

• Budget and Planning Assembly  
  • PBA Agenda
  • PBA Representatives
  • PBA Function Statement
  • BARC Roster
  • BARC Report to the Executive Board
• Finance & Audit Committee Report to the ALA Executive Board 
• Long Term Investment Trustees' Report to Council
• Treasurer's Report to Council
• Some Parting Thoughts from Your Treasurer

2007 Midwinter Meeting

• ALA Finances 101 
  • Agenda
  • Financial Principles
  • Financial Environment Overview
  • Financial Primer
  • Financial Handout
  • Endowment Fund Primer & Fundamentals
  • The Operating Agreement
  • Round Table Discussion
  • Scholarship Awards
• Endowment Trustees Report to Council
• Finance & Audit Committee Report to the ALA Executive Board
• BARC Report to the ALA Executive Board

2006 Annual Conference

• Budget and Planning Assembly  
  • Agenda
  • PBA Representatives 
  • PBA Function 
  • Treasurer’s PBA Report
  • BARC Roster 
  • BARC Liaisons 
• Treasurer’s Report to Council, FY07 Budget 
• Endowment Trustees Report to ALA Council
• Finance & Audit Committee Report to the ALA Executive Board 
• Barc Report to the ALA Executive Board

2006 Midwinter Meeting

• ALA Finances 101 
  • Agenda 
  • Financial Principles
  • Financial Environment Overview
  • Endowment Fund Primer & Fundamentals
  • The Operating Agreement
  • Round Table Discussion
• Endowment Trustees Report to Council
• Finance & Audit Committee Report to the ALA Executive Board

2005 Annual Conference

• Planning and Budget Assembly
  • PBA Agenda
  • PBA Representatives
  • PBA Function Statement 
  • PBA Treasurer's Report
  • ALA Ahead to 2010 Draft Strategic Plan 
  • BARC 2004–2005 Roster 
  • BARC Liaisons
• ALA Annual Conference Treasurer’s Report to Council
• BARC Activities During 2005 Annual Conference
• Endowment Trustees Report to Council
• Finance & Audit Committee Report to ALA Executive Board 

Revision to Policy 8.5.1 (revised)

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