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.

Course Outline

Please note there are two methods to register for this course. Click the Single Registration button to register and pay online. To request an invoice, click the blue Single Registration button, and then select Checkout. Login with your account information. Under payment method, select "Request for Invoice". Once you click this option, you must then select "Company Invoice" under Choose Payment Method. You will receive an email with the invoice attached.

Learner Outcomes

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


Credits: 4 CPE, .3 CEU, 3 Contact Hours

Attendance Policy: Not applicable

Field of Study: Finance

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

Delivery Method:  QAS Self Study

This course is online, self-study. You will receive an email with detailed instructions to access the University of Georgia’s learning management system, eLC, which will be used to obtain course materials and to access the final exam. You must complete the course's required online quizzes and exercises within 30 days of receiving the "Welcome" email with course URL, username and password information.

 The University 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 refunds, concerns, and program cancellation policies, please contact Sherri Phillips at sherri.phillips@uga.edu.




Applies Towards the Following Certificates

Click the + to expand sections to see the available dates and times below.
Section Title
Online Budgeting for Libraries
QAS Self-Study
Jul 01, 2023 to Jun 30, 2024
Delivery Options
Course Fee(s)
Registration Fee $219.00
Section Notes

No refund (100% service charge) once course has been accessed the first time. To cancel or change your registration or for questions regarding these courses, please contact Sherri Phillips at sherri.phillips@uga.edu

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