ILA Trustee Forum Workshop- Streamlining the Budget Process

Ever notice how easily a fish glides through the water and think, “I wish our annual budget, appropriation and levy process could feel that way?" In this session, we’ll add to budgeting basics with a deeper dive into the budget & appropriation, levy ordinances, and other legally required reports. We’ll relate these to your budget planning and process so that everything flows together. If your library maintains multiple funds: why do you have them and do you have the funds you need? Time permitting, we’ll also take a moment to reflect on the impact of inflation on your budget and how to plan for it. There are multiple approaches to budgeting, and one of them will feel best for you. I’m hoping that you’ll leave this year’s session with the confidence to take a fresh look at your annual financial documents rather than simply updating last year's just because “they worked."

Speaker: James Rachlin, Meristem Advisors, L.L.C. 
Moderator: Kathryn Lind Caudill, Board Vice President at Ela Area Public Library District and President of the ILA Trustee Forum

For more information including pricing and how to register, visit the ILA event page. 

Questions? Email ila@ila.org