Workshop registration is now open for Spring 2025!

If strengthening your finance skills is part of your planning and intention-setting this winter, sign up for the upcoming spring season of Cosmos workshops.  Learning is applicable to people in cooperatives, nonprofits, businesses, and other projects interested in shared power around finances. 

Reserve a spot and tell a friend!

Past Participants say:

“SOOOOO engaging! Graphs were super helpful and practicing examples together made it a lot less scary!  [I learned] what reports are used for what, when, and why!  Love how cool everyone is in the class and how everyone is working on really great projects!”

-CJ, Financial Foundations Participant

“Loving and appreciating this series to build my confidence and skills around budget, so thank you all! You all slayed!”

-Vân Bùi, Building Shared Futures participant

“I really liked the cohort model. I love the trainers! Y'all are so smart and fun!”

- Nadeen Bir, Coaching Cohort participant

Build skills and confidence on the fundamentals, whether you're just getting started or want a refresher.

4-part workshop series

Registration is now open for two opportunities to take this series next year.

February Series - Thursdays 10am-12pm PT/11am-1pm MT/12-2pm CT/1-3pm ET on the following dates:

Thurs. Feb. 6 Understanding My Organization's Finances
Thurs. Feb. 13 Budgeting with Values
Thurs. Feb. 20 Multiple Futures: Cash Flow and Scenario Planning
Thurs. Feb. 27 Beyond Spreadsheets: Engaging Financial Reports

and

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

Wed. April 9 Understanding My Organization's Finances
Wed. April 16 Budgeting with Values
Wed. April 23 Multiple Futures: Cash Flow and Scenario Planning
Wed. April 30 Beyond Spreadsheets: Engaging Financial Reports

Recommended continued learning after Financial Foundations:

We’ll explore how to create a budget, how to use a budget as a guide throughout the year, and how to plan for savings and reserves in service of your group’s goals.  We’ll also cover methods of comparing plans to reality as you go.

3-part workshop series

Registration is now open for two opportunities to take this series next year.

March

Wednesdays 11am-1pm PT/12-2pm MT/1-3pm CT/2-4pm ET on the following dates:

Wed. March 12 
Wed. March 19
Wed. March 26

and 

May

Thursdays 11am-1pm PT/12-2pm MT/1-3pm CT/2-4pm ET on the following dates:

Thurs. May 22
Thurs. May 29
Thurs. June 6

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

The 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.

Our Learning Goals are to 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

Spring series: Five 2.5-hour sessions from 10:30am-1pm PT / 11:30am-2pm MT / 12:30-3pm CT / 1:30-4pm ET.

Every Thursday from March 20th through April 17th, 2025.

Space is intentionally limited -- register soon to reserve your spot!

As worker cooperative members, we own and self-manage our coops and share in surpluses and losses together. In this session, we’ll develop collective understanding about this key part of worker coop finances. We’ll define terms like internal capital accounts, member equity, and patronage and the factors that go into calculating them. Along the way, we’ll model ways you can share these concepts with other coop members as part of ongoing education to support full member participation. 

Save the Date! - Monday March 3rd, 2025

10am-12pm PT / 11am-1pm MT / 12-2pm CT / 1-3pm ET

Other ways to work together: If you are interested in consulting on your organizational finance systems or private workshops, fill out our intake form linked here. 

In solidarity,

A Bookkeeping Cooperative