Thursday 20 June 2019

Journal Financial Strategy for Non-Financial Managers

Please contact to find out if this course is running in 2020. It is available as an in-house event to ALPSP members. Please contact for details.


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

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


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.

Kathryn Sharples, Wiley

Kathryn Sharples photoKathryn is currently responsible for the development of Wiley’s Open Access portfolio in EMEA and APAC and leads a team focused on developing policies and models to support Open Access publishing. She has over 15 years of experience in academic publishing and has worked in client management, business acquisition and portfolio development roles.

Early bird rates for members - Book by 20 March 2019*

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            £382.00 (+VAT where applicable)
 full price             £425.00 (+ VAT where applicable) 
Non Members full price     £619.00 (+VAT where applicable)
Academic rates are available, please contact

Venue: West One (De Vere), 9-10 Portland Place, London, W1B 1PR, T: +44 (0)20 7034 9700 (map)
This course will commence at 09:30 (registration, with tea/coffee, from 09:00) and end at approximately 17:00
 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.

*In order to take advantage of the early bird discount for ALPSP members, you must (i) make a booking by 20 March 2019 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.”

Any discounts will be applied at checkout.


Upcoming Dates for this event

  • Thu 20 Jun 2019
  • Thu 20 Jun 2019
  • West One, ,