Budgeting for Libraries

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Delivery Method:
QAS Self Study 4 CPE, .3 CEU, 3 Contact Hours

Field of Study: Finance

This course will focus on roles of the board and staff in the budget preparation process, estimating revenues and expenditures, projection of ending fund balance, budget justification, and budget monitoring.


Upon successful completion of this course, participants will be able to:

  • recall the role of the strategic plan in budgeting

  • identify the importance of performance measures

  • recall a typical library budget process

  • recite how fund balance evolves and its importance in budgeting

  • identify supporting schedules to support a budget request and prepare budget justification

  • recall the importance of revenues to the budget process

  • recall how to monitor the budget


Prerequisites: None

Who Should Attend? This session is for anyone working in library financial management including business managers, library directors and similar staff.

Advance Preparation: None

Program Level: Basic


Complete the course's required online quizzes and exercises within 30 days of receiving the "Welcome" email with course URL, username and password information.


NASBA logoUniversity of Georgia, Carl Vinson Institute of Government, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  https://www.nasbaregistry.org


For more information regarding refund, concerns and program cancellation policies, please contact Michele Jurkiewicz at the contact information listed.


January 1, 2020 - December 31, 2021