Master Class – United States
Developing leadership and innovation

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Network with the leaders of today and the future!

The intensive residential course for future senior managers in scholarly publishing

Comments from the 1st U. S. Master Class - June 2008

'The case studies were excellent. Good scenarios to discuss'

'[Case studies] were done with a broadbrush and strategic thinking emphasis. This approach is head & shoulders above some more detail oriented seminars I have been to. Group work was well integrated into the topics presented.'

‘. . . the Master Class was a valuable experience and I made some good professional connections. I hope to take advantage of other events sponsored by STM in the future.’

Course Director: Richard Balkwill, Course Director, Oxford International Centre for Publishing Studies
STM Director of Education and Training: Joachim Engelland

General overview

The STM Master Class has established itself as a benchmark of exciting and innovative teaching and learning in strategic business skills. The course attracts influential speakers from within and outside the STM industry whose ideas challenge the participants to tackle today’s key publishing issues – achieving innovation, tackling change, evaluating risk, licensing and acquiring intellectual property, managing relationships with key stakeholders, and enhancing brand values. 

The course isn’t concerned with process but with fresh thinking, of ways to adapt our business to meet the new demands we all face, while also providing a sustainable source of income. This is the second course in North America.

Who is the course for?

Tomorrow’s international senior managers in all STM publishing functions
Managers will have between three – five years’ experience, including some responsibility for managing budgets, resources and staff.

Benefits of participating in the course

Time to consider the importance of strategic initiatives over the demands of managing processes
Original and innovative ideas to manage change
Opportunities to network with high level people in our industry
Membership in a growing community of highly motivated and committed former delegates

Some features of the course

An emphasis on thinking strategically, not on honing process skills
A superb range of senior high-profile speakers
Demanding group work with case studies that bring to life course themes and topics
Contrasting points of view from stakeholders, customers and publishers

Preliminary Program

Monday June 7





Introduction and welcome

Richard Balkwill, Course Director







What are the main challenges facing the STM business?

Mary Ann Liebert, President, Mary Ann Liebert Inc

A publisher's view; publish and perish - are we our worst enemy?

How publishers must continue to manage the recession


Refreshment break


How should publishers meet a large university's needs?

Artemis Kirk, University of Georgetown Library

A library director's view; dissemination and distribution








What do researchers and authors want?

Professor Donald King, University of North Carolina

A researcher's view: how can my work reach its audience?


Panel discussion





Case Study: a company in trouble - how do we respond to change?







The importance of bibliometrics

Andrew Plume, Associate Director, Scientomatics & Market Analysis, Research and Academic Relations Department, Elsevier


Refreshment break


The merits of outsourcing versus insourcing

Steve Martin, Vice-President Production, Sage Publishing

Issues of cost, quality and control



After dinner speaker: Tom Turvey, Director of Startegic Partnerships, Google

Tuesday June 8


Discoverability and the role of intermediaries

Suzanne Kempermann, Director, Publisher Relations, OCLC NetLibrary

Joining the links in the information supply chain






Marketing opportunities in a digital community

Michael T. Clarke, Clarke Publishing Group

Meeting the needs of authors, researchers and subscribers


Refreshment break





Case study: assessing risk and investing in new business

(Group work)




Case study: Group presentations





The battle for copyright and digital rights

Mark Seeley, Senior Vice-President and General Counsel, Elsevier


Refreshment break


Case study: groups prepare for key issues debate



After dinner speaker: Karen Hawkins, Director of Product Management, IEEE

Wednesday June 









Priorities and pressures: the view from different publishing environments

A university press view

Rebecca Simon, Associate Director, University of California Press

A society publisher's view

John Haynes, Vice-President Publishing, American Institute of Physics


Refreshment break


Case study: key issues debate (final preparation




Case study: key issues debate (final preparation)







Managing finance and risk

John Semel, Senior Vice-President, John Wiley & Sons


Refreshment break


Taking the long view - a publisher's perspective on the future

Fred Dylla, Director and CEO, American Institute of Physics

What have we learned from our successes and mistakes?


Presentation of certificates

Closing remarks and individual objectives

Course evaluation


Master Class concludes


Registration fee:  $2250 after April 23, 2010

Registration fee includes accommodations and course material.

Please contact for registration fees for 9 or more.

For more information about the course, contact Jo Dinnage at

Events Terms and Conditions

Where an event has registration fees, cancellations made in writing up to 30 days before an event are eligible for a 50% refund. No refunds can be made for cancellations received on or after 30 days prior to the event date, however, substitutions may be made free of charge at any time.

Registration fees do not include insurance. Participants are advised to take out adequate personal insurance to cover travel, accommodation, cancellation and personal effects.