Budgeting season is upon us, and with it, many questions might be swirling around a Trustee’s mind! Join our webinar designed for Trustees and learn how smart financial planning can drive your library’s strategic goals and long-term success. After starting with some budget basics, this webinar will focus on the role of the budget in achieving the library’s strategic objectives and maintaining financial health. We’ll equip Trustees with knowledge for making insightful and relevant contributions to the budgeting process. Plus, we’ll discuss where a Trustee’s financial responsibilities start and end, so that this important process proceeds smoothly. Finally, we’ll talk about how policies and long-term planning can enable Trustees to offer budgeting guidance that promotes the long-term success of the library. Trustees can have an impact that lasts well beyond their tenure. By understanding and making thoughtful contributions to the library’s financial decision making, Trustees can ensure the library remains on a sound financial trajectory.
Date: Saturday, March 7, 2026 10:00 am – Noon
Speaker: Jamie Rachlin, Meristem Advisors
REGISTER HERE