Workshops, Training, and Facilitation

We believe that financial education is a powerful tool for organizational success and social change. We aim to build collective confidence around financial decision-making rooted in the wisdom of participants.

ABC 2019 NYC Seminar participants

Workshops

We facilitate customized financial education workshops for cooperatives, nonprofits, businesses, fellowship cohorts, organizing and capacity-building groups. We design our workshops to address the needs of each group we work with. Contact us to share your specific challenges and learning goals.

some example online workshops:

Length: 2 hours

Developing confidence and clarity around financial resources in our organizations is crucial as we continue to build and fight for a just world. We’ll go over basic financial concepts and the four most common reports: Profit & Loss, Budget, Cash Flow Projection, and Balance Sheet. We’ll also share ways to use these tools to put your values front and center in your organizations. This is an interactive workshop designed for people at all levels of comfort with organizational finances. Whether you feel totally fluent and are looking for ways to more clearly communicate around finances with others, or are an absolute beginner, you are welcome.

Learning goals: 

  • 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!

Length: 2 hours

How do we plan for multiple futures in uncertain times? What are our financial goals and values? How can we make budgeting processes more accessible so we can become more powerful together? We will share templates and examples of an organizational budget, ways to present information to your team, and tools for engaging groups in financial decision-making. This workshop is infused with solidarity values and gives time and space for participants to support each other and share their wisdom.

Learning goals: 

  • Strengthen understanding of budget and cash flow and how they interact with organizational values 
  • Increase understanding of basic financial terminology
  • Increase understanding of budget, cash flow and what information they hold
  • Increase confidence in asking finance questions 
  • Share experiences, templates and resources
  • Have fun!

What is success? How can we create shared definitions of success and build alignment around our financial priorities? This workshop supports a group to examine conventional metrics of success with a critical eye, and then define its own metrics of success that integrate the group’s statement of purpose, vision statement, and values. The group will generate a list of success statements that they can then use in their budgeting conversations.

How to ask questions, what questions to ask, and how to engage people in financial information and decision-making is a puzzle for any organization. We’ll share some tools and tips for keeping things interesting and involving members of your group in meaningful and fun ways. There will be charts, scavenger hunts, and games!

ABC can support your organization’s budgeting process from start to finish. Sessions can include:

  • Building Alignment on Definitions of Success 
  • Generating Financial Priorities
  • Understanding My Organization’s Finances
    • Basic financial terminology, how to read financial reports, and where to look for info
  • Collaborative Budgeting: your group fills out a template budget together
  • Scenarios planning for different future possibilities

Training

ABC can support staff and members of your organization with training to build on what you already know and answer questions when you run into something new in your bookkeeping and finance processes.

Facilitation

Finance discussions can get complicated.  Having facilitation support can help you move forward together with more ease and clarity.  ABC can work with you to facilitate money-related sections of your meetings and retreats and bring grounding education and games as needed to engage everyone involved.

Rates

Our standard rate for Workshops, Training, and Facilitation is $275/hour (including preparation, delivery, and follow up).

Our standard rates enable us to offer high quality services, take care of ourselves and our communities, and offer free and low-cost services to people most directly targeted by oppression and colonization. Solidarity rates are reserved for groups focused on collective liberation and solidarity economy work and organizations owned and governed by people of color, immigrants, people with disabilities, LGBTQIA2+, working class, and poor people without access to institutional funding.

Get in Touch

ABC is operating 100% remotely for the duration of the Covid-19 crisis.
This means that:
ABC will not have any workers travel for work.
ABC will not hold any in-person internal or client meetings.
ABC will not plan any in-person workshops or trainings.

We will maintain this policy in alignment and solidarity with the Peoples’ Strike Demand: “No return to work or end to physical distance until health experts determine it is safe.”