Trustee Institute Presentations

10/13/2022 -- Navigating the pre-construction project process to “Get off Go”

7/20/2022 -- Incorporating Community Aspirations in Your Long Range/Strategic Planning Process (Vimeo)

6/1/2022 -- Rethinking the Public Library's Role as an Anchor Institution (YouTube)

3/14/2022 -- WLS Financial Workshop - Year-End and Audit Preparation Activities - 2022 (YouTube)

6/22/2021 -- WLS Financial Statements Workshop - Special Reports (YouTube)

4/28/2021 -- WLS Financial Statements Workshop - The Income Statement (YouTube)

3/24/2021 -- WLS Financial Statements Workshop - The Balance Sheet (YouTube)

3/3/2020 -- Roles & Responsibilities of Library Boards and Directors with Gerald (Jerry) Nichols

• Video of Zoom Meeting with Slide Presentation
• Slide Presentation PowerPoint Handout

6/12/2019 -- Open Meetings Law (OML) & Freedom of Information Law (FOIL) with Robert Freeman, Executive Directory, NYS Committee on Open Government

• Open Meetings Law Text
• Open Meetings Law Frequently Asked Questions

• Freedom of Information Law Text
• Freedom of Information Law Advisory Options

5/20/2019 -- Renovation Strategies: Design & Planning with Alex Cohen, Project Leader & Library Consultant, Aaron Cohen Associates (ACA)

• Program Slides

11/15/2018 -- WLS 59^th Annual Meeting with Guest Speaker Rossana Rosado, New York Secretary of State

• Secretary Rosado's Remarks
• Annual Meeting Program
• Annual Meeting Minutes 2018 - DRAFT

10/4/2018 -- Roles & Responsibilities: Trustee & Director with Lauren Moore, Executive Director, Pioneer Library System

• Roles & Responsibilities Handout
• Board Meeting Assessment
• Trustee Job Description
• Budget and Finance Essential Policies
• Geneva Public Library Policy Page
• Pioneer Library System Policy Page
• Trustee Handbook

9/6/2018 -- The Next Stage of Community Support - Getting the Most out of Advocacy & Fund Raising with Libby Post, President/Strategist-in-Chief, Communication Services

• Slides from Presentation
• Revised Handout re: Upcoming 2018 Trustee Events
• For more information on fundraising, annual appeals, etc., click here for the WLS Development Wiki

6/5/2018 -- Budget with a Mission with Robert Cordero, CPA, Partner & Independent School Practive Leader, PKF O'Connor Davids; and Susan Barossi, CPA, PKF O'Connor Davies

• Slides from Presentation
• Library Journal: Doing Fine(s): Fines & Fees by Jennifer A. Dixon
• Handout re Upcoming 2018 Trustee Events