Coaching Cohort

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

Coaching Cohort: Crafting Engaging Financial Presentations

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

Session Information:

  • 8 participants maximum
  • 5 sessions, 2.5 hours each, on Thursdays in November and December
  • Session Dates and Times: 2025 Schedule To Be Determined

The Coaching Cohort is designed for those who regularly present financial information to their teams or organization, and who thrive in group learning spaces. The main focus of our time together is to utilize skills learned from previous Cosmos workshops in a supportive environment and apply them to the current needs of your organization. This is a learning-through-doing space, with a maximum cohort size of 8 participants, ensuring quality time and attention for each participant. 

This Coaching Cohort provides the opportunity to be coached through the process of creating and presenting financials through hands-on practice. Each participant will create a customized presentation for their organization. For example: Budget presentation for your board, staff or community members; a monthly Financial Check-in Meeting presentation; Scenario Planning for an upcoming Budget decision; a Cash Flow Projection to create Reserves targets; assessing Budget versus Actuals for your board, leadership team or staff.

This series will be most applicable for those who have a financial role in an organization, such as: Treasurer, Finance Director/Manager/Coordinator, Program or Operations Manager/Director/Coordinator, Co-/Executive Director, and others who present financial reports. 

Participants will need to come prepared with a Budget (can be last year, current year or a draft of next year) split out month by month and access to other relevant financial reports. 

Learning Goals:

Increase the skills of

  • Facilitating and presenting financial information
  • Creating engaging and understandable financial reports
  • Receiving and incorporating feedback from peers
  • Discerning what financial information is relevant to specific teams, groups and/or conversations

Register for the Fall 2024 Coaching Cohort here.

Coaching cohort 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 offerings.

Cost is 1 ticket per person attending the full 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: $2,750

  • 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: $2,000

  • 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: $1,500

  • 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: $1,100

  • 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: $850

  • 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.

“The design and facilitation was great! engaging and welcoming. Also, the timing was really good, it didn’t feel rushed but left me wanting more–great balance!” -Mac

“I appreciated how the facilitator presented information in smaller chunks so it’s more digestible. The sessions used and accommodated different learning styles and included different levels of engagement so it never feels rote.” – Di Luong

“Really enjoyed the intimacy of the group…Felt like a fun and safe space.” – 2024 participant

“The framework, slidedeck, and glossary are so useful, and meeting people from really great orgs that I am looking forward to getting to know more. I really liked the cohort model. I love the trainers! Y’all are so smart and fun!” – Nadeen, Press On  

“I thought the sessions felt fun, and had a lot of levity. I also like that it was small, and intimate, which makes it easier to share and connect.” -2024 participant