Register for November Mondays 10am-12pm PT / 11am-1pm MT / 12-2pm CT / 1-3pm ET on Monday Nov. 4th, 11th, 18th, and 25th.
- Strengthen understanding of financial reports and how they interact with organizational values
- Increase understanding of basic financial terminology
- Increase understanding of 4 different financial reports (budget, cash flow, profit & loss, balance sheet) and what information they hold
- Increase confidence in asking finance questions
- Share experiences, templates and resources
- Have fun!
Understanding My Org’s Finances
Basic financial concepts and four reports: Profit & Loss, Budget, Cash Flow Projection, and Balance Sheet + how these tools can help you put your values front and center. An interactive workshop designed for people at all levels of comfort with finances. Whether you are an absolute beginner or totally fluent and looking for ways to communicate more clearly with others, you are welcome.
Budgeting with Values
Budgets as tools for both group planning and evaluation and as a support for mapping more just futures. We’ll ground ourselves in a basic and empowering understanding of what a budget is, discuss how it relates to governance, and share ways to engage your entire organization in the process.
Multiple Futures: Cash Flow+Scenario Planning
How do we plan for multiple futures in uncertain times? Learn to map out possible paths, assess their viability, and see potential problems ahead of time so you can move with greater confidence and intention.
Beyond Spreadsheets: Engaging Financial Reports
Conventional financial reports can often feel intimidating, confusing, or boring. We’ll share facilitation tools for fostering full group connection with finances as a crucial part of building shared power. We’ll also practice what we’ve learned about financial reports throughout our series. There will be games, stories, charts, & scavenger hunts!
2-hour online workshops using Zoom with at least one break per session
Cosmos workshops are participatory and we will invite you to engage in several ways: video on (when possible and comfortable), interacting with a shared slide deck, using reactions, and answering or asking questions in chat or aloud.
Zoom automatic closed captioning will be enabled.
ASL interpretation, CART, and/or advanced copies of the slides are possible if requests are received at least 2 weeks in advance of the first session in the series. Please note on the registration form anything that would make this series more accessible to you.
**Workshops will not be recorded, however resources and slides with an overview of the main topics covered will be shared with attendees.**
Cosmos public workshop tickets are available on a sliding scale in an attempt to distribute resources more equitably. We invite you to select a ticket level that corresponds with your access to resources using the guide below.
There are a limited number of tickets available. If your level is sold out, we encourage you to sign up for our mailing list linked here to get updates on future workshops.
Cost is 1 ticket per person attending the full 4-part series.
Refund requests accepted up to 1 day before the start of the first session with a 5% payment processing fee. Requests received after this time can get a transfer to a future date of the same event.
Level 5-Redistribution: $1,920
- If your organization is paying for your participation and has an annual budget of $1M or more.
- If you’re an individual paying for your own ticket and some of the following may apply to you: your salary is over $100K; you have inherited or expect to inherit wealth; you do not need to work in order to meet your basic needs; you do not have any debt.
Level 4-Full Cost: $1,180
- If your organization is paying for your participation and has an annual budget below $1M.
- If you’re an individual paying for your own ticket and some of the following may apply to you: you consistently cover your basic needs + some extras; your salary is over $75K; you have some debt that you’re able to make regular payments on: you have higher education degree(s); you have family with assets such as a home or retirement fund)
Level 3-Solidarity: $640
- If your organization is paying for your participation and meets the following criteria: A) Has an annual budget below $200,000 AND B) Is majority owned or governed by people who are: of color, immigrants, disabled, LGBTQIA2+, working class, and/or poor AND C) focused on solidarity economy or collective liberation work
- If you’re an individual paying for your own ticket and some of the following may apply to you: you consistently cover your basic needs + occasional extras; your salary is between $60-75K; you have some debt that you’re able to make regular payments on: you have higher education degree(s); you have family with assets such as a home or retirement fund
Level 2-Solidarity: $344
- If you’re an individual paying for your own ticket and some of the following may apply to you: you consistently cover your basic needs; your salary is between $45-60K; you have some debt that you’re able to make regular payments on: you have higher education degree(s); your income supports people other than yourself
Level 1-Solidarity: $100
- If you’re an individual paying for your own ticket and some of the following may apply to you: you struggle to consistently meet basic living expenses; you do not have savings; you are unable to make payments on debts; you have not had access to higher education (e.g. college or graduate school) or you may be one of the first in your family to go to college; your income supports people other than yourself
The above are guidelines and are not prescriptive. We recognize that some individuals and groups might have specific situations that don’t fit neatly into a single category and we welcome you to select based on your own assessment of your resource access.
“Thanks so much for sharing your knowledge in a way that was accessible. The facilitators did an excellent job of welcoming everyone and making us feel like we belonged in a space where finances were being discussed.” -Inuksuk
“The facilitators bring a great mix of warmth, confidence and accessibility that has made these trainings such a joy. I will sing the praises of this training to all my colleagues and friends. Y’all really are doing something so necessary and doing it exceptionally well. Thank you for helping us non-finance people feel like we can navigate the important world of financial planning!” -Jenny
“Really just loved it all so much. And I never ever in a million years thought I’d ever say that about a financial training series!” -Chantille
Before emailing us, please see answers to some Frequently Asked Questions linked here.