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When and Where
  • 3/7/2022 3:00 PM CST
  • 3/28/2022 4:00 PM CDT
  • 2/7/2022 11:45 PM CST
  • Virtual
  • Rebekah Beaulieu

The nuanced expertise required of those in the archival profession requires consistent attention to best practices and field standards, though does not regularly incorporate financial knowledge. Building upon the information introduced in “Finance Basics for Archives Managers,” this course attends to topics of institutional financial planning, reporting, and to specific discussions of donor restrictions, endowments, and timely issues related to crisis planning and deaccessioning management through a financial lens. Participants will have the opportunity to tackle dynamic issues in institutional finance with a focus on collections stewardship and archives management.

The course is divided into four sessions, each accompanied by an online lesson, forum, 4 live lesson or office hours, and assignment. We will follow this schedule:

  • Week 1 (March 7)
  • Week 2 (March 14)
  • Week 3 (March 21)
  • Week 4 (March 28)

Upon completing the course, you will be able to:

  • Comprehend the annual financial reporting process, its stakeholders/actors, process, and internal and external benefits.
  • Learn how to manage donor relations with a focus on donor intent, stewardship, and financial reporting.
  • Understand the financial ramifications of direct care of collections and the legal expectations of deaccessioning proceeds management.
  • Be able to strategize financial planning during times of organizational change, crisis, or for departmental advocacy purposes.
  • Navigate restricted funds, including endowments, and how to incorporate such funds into operating and project needs.

Who Should Attend: Archivists, librarians, staff, managers who provide any type of information services.

What You Should Already Know:  Participation in Finance Basics for Archives Managers on demand webcast is recommended.

Instructor bio:

Rebekah "Becky" Beaulieu, Ph.D. is the Director of the Florence Griswold Museum in Old Lyme, Connecticut. Becky is a board member of the New England Museum Association, Connecticut Humanities, and Treasurer of the American Association of State and Local History. In 2019, she was appointed an American Association of Museums Accreditation Commissioner.

Becky is the author of Financial Fundamentals for Historic House Museums (Rowman & Littlefield, 2017), co-editor of The State of Museums: Voices from the Field (MuseumsEtc., 2018), and author of the forthcoming Endowment Essentials for Museums (Rowman & Littlefield, 2022). She holds an M.A. in Art History and Museum Studies from the University of Wisconsin-Milwaukee and in Arts Administration from Columbia University; she earned her Ph.D. in American and New England Studies from Boston University.

Fees:

SAA Members: $109

Employees of SAA Member Institutions: $109

Nonmembers: $159


Limited enrollment available for the live session. Course (including recording and course materials) will be available on-demand approximately one week after the live event.