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When and Where
  • 9/12/2022 3:00 PM CDT
  • 10/3/2022 4:00 PM CDT
  • 8/12/2022 11:45 PM CDT
  • Virtual
  • Rebekah Beaulieu

Designed for staff and volunteers of all abilities and organizations of all sizes, this four-session course provides an accessible, clear, and even fun introduction to financial concepts. From understanding expenses and income to how to establish an endowment, this course will equip you with a toolkit to engage with finance on your terms and to your ability.

Students will participate in dynamic discussions, review relevant and timely readings, and ultimately build a real, usable budget tailored to their organization’s needs.

This course will be held on the following dates via Zoom:

  • September 12, 3:00 p.m. to 4:00 p.m. U.S. central time
  • September 19, 3:00 p.m. to 4:00 p.m. U.S. central time
  • September 27, 3:00 p.m. to 4:00 p.m. U.S. central time
  • October 03, 3:00 p.m. to 4:00 p.m. U.S. central time

About the Course:

The course is divided into four sessions, each accompanied by an online lesson, forum, live lesson or office hours, and assignment. We will follow this schedule:

  • Session 1: Introduction to financial terminology and reporting systems
  • Session 2: Understanding earned, contributed, and investment income; UBIT
  • Session 3: Understanding expenses, cost projections and analysis
  • Session 4: The relationship between finance and mission relevance; financial health

Upon completing the course, you will be able to:

  • Understand processes related to budgets and basic financial systems in accordance with best practices.
  • Understand institutional financial planning, goal-setting, and analysis.
  • Bridge mission- and non-mission-based activities with financial outcomes.
  • Feel more comfortable and better equipped to create operational and special project budgets.

Who Should Attend:

Archivists, librarians, staff, managers who provide any type of information services.

What You Should Already Know: 

No prior experience is necessary.


SAA Members: $129

Employees of SAA Member Institutions: $129

Nonmembers: $179