Cosmos Financial Foundations - October Series

Cosmos Financial Foundations - October 2024 Series

"Thanks so much for sharing your knowledge in a way that was accessible. The facilitators did an excellent job of welcoming everyone and making us feel like we belonged in a space where finances were being discussed." -Inuksuk Mackay

This event ticket includes all four sessions of the October foundations series listed below:

October series — Wednesdays 10am-12pm PT / 11am-1pm MT / 12-2pm CT / 1-3pm ET on the following dates:

Wed. Oct. 9 Understanding My Org’s Finances

Wed. Oct. 16 Budgeting with Values

Wed. Oct. 23 Multiple Futures: Cash Flow & Scenario Planning

Wed. Oct. 30 Beyond Spreadsheets: Engaging Financial Reports

Descriptions of each workshop can be found at this link.

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!

Workshop Series Format and Logistics:

2-hour online workshops using Zoom with at least one break per session

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.**

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

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 full 4-part 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: $1,920

• 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: $1,180

• 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: $640

• 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: $344

• 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: $100

• 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