Public Workshops

Want to strengthen your organizational finance skills in a way that’s aligned with your values? Sign up for Cosmos workshops!

Fundamentals – Available to all levels, and a great starting place
Skill Ups – Deepen your skills and learning

Recommended to take the Financial Foundations series or have equivalent knowledge/experience.


Our current workshop offerings are listed below, including links to register.

Financial Foundations Series

Financial foundations covers basic financial terms and the four core financial reports (budget, cash flow, profit & loss, balance sheet) as tools to support your group’s goals.

  • 4 weekly sessions; 2 hours per session
  • Upcoming series: September (Mondays), October (Wednesdays)
  • For: All levels. Beginner-friendly.
  • Sliding scale tickets: $100-$1,920

Building Shared Futures: Planning with Budgets, Cash Flow, Reserves, and Savings

Text reads "Building Shared Futures: Planning with Budgets, Cash Flow, Savings and Reserves" against a purple, pink, and blue starry night sky with Cosmos flower logo.

We recommend taking this after Financial Foundations or if you already have some foundational finance knowledge and want to continue to build your skills!

  • 3 weekly sessions, 2 hours per session
  • Upcoming series: November (Thursdays)
  • For: People who have taken Financial Foundations or have equivalent experience
  • Sliding scale tickets: $75-$1,140

Spreadsheets! Basics of Building Budget Templates

Spreadsheets! Basics of Building Budget Templates

Increase skills in creating and using formulas in spreadsheets.

  • Two 2-hour sessions
  • Upcoming series: June 11 and 18 (Wednesdays), October 9 and 16 (Thursdays)
  • For: All levels. Beginner-friendly.
  • Sliding scale tickets: $100-$1,200

Balance Sheet FUNdamentals! The Accounting Equation and Beyond

Gain a deeper understanding of the Balance Sheet and the accounting equation.

  • One 2-hour session
  • Upcoming workshops: June 26 (Thursday), December 1 (Monday)
  • For: People who have a solid foundational understanding of financial reports
  • Sliding scale tickets: $50-$600

Coaching Cohort: Crafting Engaging Financial Presentations

The program title "Coaching Cohort: Crafting Engaging Presentations" and the Cosmos logo is set against a background of purple and pink cosmos flowers.

The Coaching Cohort is open to anyone who presents financial information in any setting including non-profits, cooperatives, small businesses, and volunteer boards.

  • Five 2.5-hour sessions
  • Upcoming series: October/November (Wednesdays)
  • For: People who regularly present financial information to their teams or organization, and who thrive in group learning spaces
  • Sliding scale tickets: $850-$2,750

Check out upcoming Spanish-language workshops.