Coaching Cohort for Non-Profits

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 for Non-Profits 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 their Non-Profit or Fiscally Sponsored 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. 

In our five sessions together, participants will:

• Receive small-group coaching & support from two of ABC’s worker-owners 
• Build relationships with and learn from other non-profit professional participants
• Think critically and creatively about financial information presentation, decision-making and reporting
• Create a customized financial presentation for your organization’s needs
• Practice delivering your presentation and receive supportive feedback from your peers and coaches

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

Cosmos Coaching Cohort for Non-Profits is designed with the expectation that participants are familiar with:

• the main purposes and basic content of four financial reports: (1) Profit & Loss, (2) Balance Sheet, (3) Budget, and (4) Cash Flow Projections; and how to create or run those reports
• core financial terms such as income, expense, equity, asset, liability, accounts payable and receivable. 
• For grounding in this material, we recommend first attending the Cosmos Financial Foundations workshop series before taking this coaching offering.

Session Information:

• 8 participants maximum
• 5 sessions, two hours each, on Thursdays from 10am-12pm PT / 11am-1pm MT / 12-2pm CT / 1-3pm ET in May/June 2024
• Session Dates
  • May 23
  • May 30
  • June 6
  • June 13
  • June 20

Tickets:

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 five session dates.

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.

About A Bookkeeping Cooperative: ABC is a worker-owned union cooperative dedicated to building solidarity economies. We develop the skills, systems, and confidence of people and projects working towards a just world beyond capitalism through bookkeeping, consulting, and financial education.

www.bookkeeping.coop