On Thursday, May 29, the Indiana State Library hosted the 2025 Public Library Budget Workshop. This workshop, primarily for an audience of public library directors, bookkeepers, treasurers and trustees, focuses on helping public libraries get ready for the budget planning season for the next fiscal year. We bring together the Department of Local Government Finance and the State Board of Accounts to help guide libraries through this process and any changes that may be coming. This year we were also joined by special guest Sandy Petrie, director of the Noble County Public Library.

The morning started with a presentation by Ryan Burke, assistant budget director of the Department of Local Government Finance. Burke highlighted DLGF’s webinar on new legislation that would be coming up, important dates coming up on the budget calendar, as well as resources on the DLGF website. He reminded libraries of their maximum budget for non-binding review and the process of binding review by fiscal body resolution. Finally, he gave a sneak peak of what they are calling Budget 2.0 – a streamlined and improved application for submitting budget forms in Gateway that is scheduled to launch in 2026 and is already intriguing many of the folks that attended that day.

The afternoon began with a presentation by Beth Goss and Mitch Wilson, government technical assistance and compliance directors at the State Board of Accounts. They touched on new legislation that impacts public libraries, including increased thresholds for local public works projects, changes in retainage requirements for public works projects over $200,000, additional instances where executive sessions may be held by the board and changes for the receipt of FIT and CVET distributions. SBOA reminded libraries that Gateway is not intended for document storage, so to make sure they had copies of their documents as they will be removing some of the older files on Gateway. There was a spirited discussion on accounts payable and receivable, electronic payments and the disbursal of funds.

Following SBOA’s presentation, Noble County Public Library director Sandy Petrie spoke about the importance of understanding cash flow and shared the method and spreadsheet she uses to keep track of expenses and revenue. The day was finished with announcements from Jennifer Clifton, Library Development Office director at the Indiana State Library.

This post was written by Hayley Trefun, public library consultant, Library Development Office, Indiana State Library.