Monday 16 November 2020

Fundamentals of Finance for Publishers - Virtual classroom - 16 & 17 November - FULLY BOOKED

This course will be held virtually in 2021. Dates to be announced soon.

This course is now fully booked. Please email if you would like to be added to the waiting list.

The course will be delivered in two sessions on 16 & 17 November at the following times: 9:00-12:00 EST (New York), 14:00-17:00 GMT (UK), 15:00-18:00 CET (Central Europe)


Can you make any sense of the financial information provided to you? What do all those financial terms mean? This course provides an essential and in-depth look at finances with an overview of profitability, revenue streams and expenses. It also examines emerging industry trends such as open access and the impact on journals financial management. This course is specifically for non-finance budget holders new to budget management or those looking to take on responsibility for finance in publishing.


  • Understanding profit and loss statements
  • Producing a journal profit and loss budget
  • The balance sheet and cash flow in journals publishing
  • Financial ratios and how to analyze journal performance
  • Producing a journal forecast when things change
  • Emerging trends and their impact on journals financial management
  • Producing a five year financial plan for a new launch journal.

What will you learn?

Produce budgets and forecasts for their journal. Review, analyze and report on the financial performance of journals. Play a leading role in journal financial management. Understand the annual cycle for budget and pricing decisions and understand and better influence a finance director’s perspective.

Who should attend 

This course is designed to provide an introductory overview for non-financial managers with responsibilities in publishing (e.g. publishing editors, managing editors and marketing managers) or to serve as a refresher for more experienced staff. The course will also be relevant to all publishing staff whose activities impact on overall profitability and is suitable for delegates from large and small publishers as well as society owned or listed companies. Delegates attending may be working for publishers, agents, societies or supplier of products and services to the publishing industry.

Delegates will need a calculator.

Delegate comments

"Very good overview for someone who has no financial experience. Excellent opportunity to network with others working at a similar level." Lindsay Hook, Society for Endocrinology

"Fast-paced and enjoyable with just the right level of detail. The practical exercises were challenging but fun." Natalie Wilder, Society for General Microbiology

"Interesting content, very relevant, especially regarding the industry." Mohamed Desouky, Cambridge University Press


James Giddings, IOP Publishing

James is an experienced finance professional with over a decade of experience working in finance for various industries, including seven years in STM publishing. He currently manages the Global Licencing function at IOP Publishing. James was the Finance Business Partner for the commercial side of the business servicing a range of needs including financial reporting, budgeting, tenders, profitability and analysis across several business units. He now works in conjunction with the Sales team to manage licencing and negotiate terms with customers.

Will Schweitzer, Silverchair

Will is Silverchair’s Chief Product Officer. He’s responsible for developing and managing Silverchair’s scholarly and professional products, including the core Silverchair Platform. He has a deep knowledge of scholarly publishing having worked in the industry for over 16 years in product and publisher roles for leading society and commercial publishers including the American Association for the Advancement Science (Science Magazine), SAGE Publications, the American Psychological Association, and Lippincott Williams and Wilkins.

Early bird rates for members - Book by 28 August 2020*

Not an ALPSP member?  Want to take advantage of the reduced member rates? Click here to find out how your organization can join ALPSP

Members early bird            £224.00 (+VAT where applicable)
Members full price             £275.00 (+ VAT where applicable) 
Non Members full price     £375.00 (+VAT where applicable
Academic rates are available, please contact

This training will be delivered in a virtual classroom. Helpful information for delegates attending here.
Contact: Melissa Marshall T: +44 (0)1622 871035 E:

How to book
Please note that you will need to log in to your account or register a new account to book a place on this training course. If you have any questions about this please email Melissa Marshall or any of the ALPSP team.
Any discounts will be applied at checkout.

*In order to take advantage of the early bird discount for ALPSP members, you must (i) make a booking by 28 August 2020 and (ii) be an ALPSP member on the date of the event. In the event that you cancel your membership prior to the event, you agree to pay ALPSP the difference between the discounted price and the full price for the event.


Very comprehensive and wide ranging, yet focused and detailed too. A huge amount packed into one day.

Naomi Warren, SAGE Publications

Upcoming Dates for this event

  • Mon 16 Nov 2020
  • Mon 16 Nov 2020
  • West One, ,