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WORKSHOP: FINANCIAL TOOLKIT DEVELOPMENT September 14, 2010

Join us for a workshop focused on the development of financial tools for CRKN members at the 2010 AGM. We'll outline existing financial tools, explore how CRKN can provide additional value through new developments, and define our priority areas for immediate and longer-term tool creation. We aim to gather member feedback on current pain points in financial planning and management to guide our efforts. Participants will actively contribute to brainstorming sessions for innovative solutions, ensuring that we address the most pressing needs of our members.

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WORKSHOP: FINANCIAL TOOLKIT DEVELOPMENT September 14, 2010

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  1. WORKSHOP: FINANCIAL TOOLKIT DEVELOPMENT September 14, 2010

  2. FINANCIAL SECTION: CRKN AGM 2010

  3. WORKSHOP OBJECTIVES: • To outline some of the financial “tools already in place • To explore how CRKN can add value to members through the provision of financial tools • To define what tools should be developed as priorities – immediate and longer term CRKN AGM 2010

  4. INTRODUCTION: • Definition of financial “tools” • Overview of financial tools currently being used with the membership (past and present) • Outline single example: Electronic invoicing • Based on input from members • Requiring both internal and external process for implementation CRKN AGM 2010

  5. MEMBER FEEDBACK: Overall • What is the greatest point of pain regarding Member financial planning and management that CRKN could create a tool to offer assistance? • Simply put: Where can we help? CRKN AGM 2010

  6. SAMPLE TOOLS • Tool #1: Interactive and forward-looking database to track Members’ financial commitments • Tool #2: During multiple renewals, a tool to calculate content budgets with CRKN CRKN AGM 2010

  7. GROUP BRAINSTORMING: Questions • Feedback on sample tools. • Do you feel as though you receive sufficient financial information (on content licenses) from CRKN? What other information (current or forecast) would be helpful for planning and information purposes? • What are the “hot topics” that would be helpful to receive information from CRKN? (recent example: HST) • Identification of other “tools” to consider for development – or at a minimum a definition of the needs to be met. CRKN AGM 2010

  8. THANKS FOR YOUR FEEDBACK! Ken Blonski, Finance Manager kblonski@ResearchKnowledge.ca Bethany Tory, Director of Programs & Operations btory@ResearchKnowledge.ca

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