FOLIO Program
Wednesday, April 4th

8:45-9:45

Planning for Retirement & Charitable Giving

Sponsors: Endowment Ad Hoc Committee, FOLIO

The first part of the program will focus on investing and planning for retirement. The second part of the program will focus on charitable giving before retirement and during one's retirement years through gifts of stocks, bequests, trusts, life insurance, and other aspects of giving.

Speakers: Patsy Gaberino Carey and Sandy Ellison.

Patsy Gaberino Carey was recently ranked by Barron's as one of the top 100 women financial advisers in the country. She is a broker with Smith Barney in Oklahoma City and has built a business that manages $410 million. Patsy has also built a support staff of associates that she considers to be one of the top wealth management teams in the country. Her portfolio includes wealthy clients, as well as those of more moderate means who are serious about financial planning.

Sandy Ellison, a Public Library Consultant for the Oklahoma Department of Libraries from 1971 --1997, traveled over 250,000 miles, the same distance as it is to the moon. Sandy admits that her job was rewarding, but it was her interest in playing golf and her hobby of collecting "glass telephone insulators" that influenced her and made her decide to plan for an early retirement. She had many goals to pursue! Sandy has been recognized as a library leader by being designated an Oklahoma Library Legend.

Of interest to all librarians, support staff, and managers, trustees, and members of FOLIO.

10:15-11:15

Managing Surplus Library Materials

Sponsor: FOLIO

Walter Sears examines current methods utilized by libraries to manage surplus books, as well as explores emerging trends made possible by the explosive growth of the Internet. This session will introduce and simplify buying and selling online for libraries or Friends groups. At the end of this session, participants will be well versed in the terminology and general procedure for buying and selling used books online. This session will arm participants, staff member or volunteer, with new options for managing their surplus material. This presentation will be valuable for any library staff member or volunteer that seeks to learn more about current and future trends of surplus book management, with emphasis on the new trend of selling books online.

Speaker: Walter Sears, Associate Director of Better World Books

Of interest to public, academic and school librarians and members of FOLIO.

11:30-1:00

FOLIO Luncheon: Centennial Beginnings—Oklahoma in 1907

Sponsor: FOLIO

2007 marks Oklahoma’s centennial year. One hundred years after statehood, Julia Brady Ratliff will spin a story that will provide a large colorful snapshot of the world of 1907.

Speaker: Julia Brady Ratliff, editor of the FOLIO newsletter and Past-President of FOLIO

Of interest to FOLIO members.

1:15-2:15

FOLIO Membership Meeting

Sponsor: FOLIO

This is the Annual Board and Membership meeting of FOLIO.

Speaker: Clare Delaney, FOLIO President

Of interest to FOLIO board of directors and members.