Past Events
Wednesday 14 June 2017

Journal Financial Strategy for Non-Financial Managers

Best external training course I have done. Extremely well pitched for managers of journal portfolios with no formal economics or accountancy training.

Richard Hughes, Wiley-Blackwell

This course is available as in-house training (members only), please contact Amanda Whiting. If you would like to attend the open course, please register your interest with Melissa Marshall.


This course is essential for middle and senior publishing managers, who meet a multiplicity of financial problems in managing a journals portfolio. The workshop will introduce finance and accounting problems that managers face at senior level, and ensure they have the tools to deal with these effectively.


  • Understanding the competitive environment including: Porter’s Five Forces, pricing policy, strategic issues. Making investment decisions in a strategic context
  • How to manage risk for a journals portfolio, including: attitude to risk, balancing society versus proprietary and new versus mature journals, new business models and financial risks associated with trading overseas
  • How to approach investment decisions and securing budget, including: investment appraisal, net present value, investment decisions, title and portfolio valuation 
  • Financial planning for new business models including: accounting for open access.

What will you learn?

To fully appreciate the financial strategy issues that affect journals and organizations and feel at ease dealing with accounting and finance experts. You’ll be able to carry out a strategic review of your business environment and journals portfolio and be confident at developing a financial plan for new business including open access.

Who should attend (Level 2-3)

This course is aimed at experienced journal publishing managers, publishing editors and publishers. Financial controllers or managers from other functions supporting journals will also benefit. Ideally delegates will have had experience of some of the following: running a journals portfolio, partner acquisition, proprietary journal/ portfolio purchasing; long-term budget setting; contract negotiation and agreement; establishing joint ventures; and presenting business strategies at senior level.

Delegate Comments

"Great course and tutors. Very clear, methodical and thorough, Thanks!" Claire Landford, BMJ


Oliver Callaghan, IOP Publishing

Oliver Callaghan Oliver is currently Finance Director for IOP Publishing. Prior to being appointed to the board in 2016 Oliver held a number of senior finance roles, including Group Financial Controller for The Institute of Physics and Financial Controller of IOP Publishing. He joined IOP in 2003 and gained experience across all aspects of journals finance from budgeting/reporting, launching new titles, partner management, business development, through to technical matters such as VAT on international business. Oliver is also Treasurer and non-executive director of a media based charity in Bristol that runs, amongst other things, a ‘pop-up’ furniture factory.

Brett Rubinstein, IOP Publishing

Brett RubensteinBrett is the Head of Business Development and EMEA Sales at IOP Publishing. He helps lead IOP’s efforts in developing new revenue streams including product development, business models, partnerships, as well as other areas of commercial strategy. Prior to IOP, Brett spent seven years at Springer where he was Vice President of Library Sales, North America.

This course will commence at 09:30 (registration, with tea/coffee, from 09:00) and end at approximately 17:00.
Members           £372.00 (+ VAT where applicable)
Non Members   £541.00 (+VAT where applicable)
Academic          £409.00 (+VAT where applicable)
Venue: West One (De Vere), 9-10 Portland Place, London, W1B 1PR, T: +44 (0)207 034 9700 (Map)
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. 

Upcoming Dates for this event

  • Wed 14 Jun 2017
  • Wed 14 Jun 2017
  • West One, ,