Trustee Forum May Workshop

May 15, 2021 at 9:00 AM
Zoom Meeting
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Boot Camp for Trustees

The Boot Camp is designed for newly elected and seasoned trustees and will address a series of topics. 

Finance 101
Interested in understanding your library’s finances better but not sure how to begin? You are not alone. This overview of financial issues for library trustees will get you oriented and help you understand where to focus. You’ll leave with an organizational framework for making financial decisions, a sense of where your Library may need to put some energy and some yardsticks for measuring financial health. We’ll cover monthly financial reports, financial projections, borrowing, accounting and banking basics, required filings and more. We'll also talk about the rules that apply to different types of Libraries, so you'll know which apply to you.
Speaker: Jamie Rachlin, Meristem Advisors LLC 

Up Next:  Ensuring a Leadership Pipeline with Succession Planning
Learn how to formalize talent development and ensure leadership continuity by developing and implementing a succession plan at your library. Don’t get caught off guard when a key staff member leaves!  A succession planning process will help your library take time now to figure out how to effectively transfer institutional knowledge, increase job satisfaction, and retain emerging leaders imperative for the library's future success.  By developing this strategic tool, your library can rest assured that you have the right leaders in place and can effectively respond to staffing changes without skipping a beat. 
Speaker: Amanda Standerfer, Fast Forward Libraries

Forging Strong Relationships Between Library Trustees and Directors
The roles between library trustees and the library director can become blurred at times. To have a high functioning, effective, responsive library, it is critical that directors and trustees understand and appreciate their distinct positions. 
Speakers: Christine Westerlund, Vice-President, Chatham Area Public Library Board of Trustees, and Amy Byers, Director, Chatham Area Public Library 

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For more information

Cyndi Robinson

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