Balance Sheet FUNdamentals! The Accounting Equation and Beyond

Balance Sheet FUNdamanetals! The Accounting Equation and Beyond

Register for the June Balance Sheet FUNdamentals! here June 26 (Thursday), 2-hour session
11am-1pm PT / 12-2pm MT / 1-3pm CT / 2-4pm ET

Register for the December Balance Sheet FUNdamentals! here December 1 (Monday), 2-hour session
11am-1pm PT / 12-2pm MT / 1-3pm CT / 2-4pm ET

Calling all finance nerds! Are you in the books of your org and looking to level up your confidence and skill in financial topics such as cash vs accrual accounting? Have you always wanted to understand the balancing act behind the elusive Balance Sheet? How about debits and credits? If you answered yes to any of the above, this workshop is for you!

  • Gain a deeper understanding of the Balance Sheet and the accounting equation.
  • Receive insights and tips on how to remember key accounting topics, plus practical applications.
  • Participate in hands-on activities to reinforce learning.
  • Better understand what your accounting program is doing behind the scenes. (Spoiler: everything is a journal entry!)
  • Gain confidence in asking finance questions
  • Have fun!

This intermediate-level workshop is for folks that already have a solid foundational understanding of financial reports. We will build on concepts covered in our Financial Foundations workshop series, particularly in the first workshop, Understanding My Org’s Finances. Please make sure you have recently reviewed this content or taken this workshop series.

One 2-hour online workshops using Zoom with at least one break.

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 workshop.

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: $600

  • 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: $375

  • 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: $225

  • 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: $125

  • 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: $50

  • 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.

Before emailing us, please see answers to some Frequently Asked Questions linked here.