How can we make more money? A values-based finance and budgeting seminar
Saturday, Sept 22nd: 2-5pm
Sunday, Sept 23rd: 10am-5pm
Monday, Sept 24th: 10am-5pm

Location: Preservation Park, Oakland, CA

Pre-registration required; space is limited to 35 participants.
Registration fee $850, $750 before August 5th.
Registration after Sept 5th cannot be guaranteed.

Seminar Description
Join two of the creators of our groundbreaking toolkit for a 2.5 day sneak peak seminar focused on building skills to strengthen your organization’s approach to finances and budgeting.

This seminar is designed for people at all levels. If you are an educator, cooperative developer, community leader, or worker or board member of a group-oriented organization of 30 or less, this seminar is for you!

We are addressing financial concepts and also considering and exploring social values and how they impact organizational finances. We will share modules and activities (and tips for facilitating them) from our toolkit that you can implement with your group. Come grow your finance comfort and knowledge and develop skills you can bring back to your organization or business.

Topics will include:
+ The basics of budgeting: why, how, reading, adjusting, and using
+ Finance and money concepts and terms: developing shared language and understanding
+ Defining collective success
+ Prioritizing competing needs and areas for growth
+ Tools for facilitating deeper and more democratic group engagement in finance conversations
+ Integrating organizational values into financial decisions and processes
+ Going beyond spreadsheets to make financial reporting and conversations more accessible
+ Discussing larger systemic injustice and its impact on individual and organizational finances
+ Understand basic cash flow projections and other important financial reports

This seminar will be facilitated in English.

Registration Form
Name *
Your answer
Organization, Cooperative, or Group
Your answer
Are you registering as part of a group? If yes, how many people are in your group, and what are the names of the other group members? *
Your answer
Email Address *
Your answer
Phone Number *
We will use this only if we need to contact you regarding your registration.
Your answer
What brings you to the seminar?
Your answer
What are the top three questions, topics, or challenges you would love to have answered, addressed, or explored while at this seminar?
Your answer
It is helpful to know who will be in the room as we plan the day. Please, if you are willing, share with us how you identify in terms of race, ethnicity, gender, sexual orientation, class background, dis/ability, and/or anything else that feels important to you or you believe will help us plan for you.
Your answer
It is our intention to create a dynamic, multiracial space and ensure access for people of color. To that end, until August 1st we will be holding 18 of the available 35 spots for people of color. Answering this question will help us to do this.
Access Information
The Space.
As soon as we have a location confirmed, we will update you with more information.

Scent.
As soon as we have a location confirmed, we will update you with more information.
Please join us in ensuring accessibility for community members with chemical sensitivity and chronic illness by not wearing fragrances or scents on your body or clothes from: perfumes, scented laundry detergent, hair and body products, and essential oils. You can prepare in advance by not using products with fragrance or scents, and by using fragrance free, non-toxic products. If this is new for you, here are a couple resources on how to be scent reduced and scent free: https://eastbaymeditation.org/resources/fragrance-free-at-ebmc/#toggle-id-1 and http://www.brownstargirl.org/blog/fragrance-free-femme-of-colour-realness-draft-15

Food.
We are planning on providing tea, coffee, water, and some light snacks. Please plan on providing your own lunch.

Interpretation.
We are sorry, we will not be providing interpretation for this event.

Access needs: Is there anything you need the facilitators or the event coordinators to know so that you may be able to participate fully?
Your answer
Accessibility: Come scent free *
Please join us in ensuring accessibility for community members with chemical sensitivity and chronic illness by not wearing fragrances or scents on your body or clothes from: perfumes, scented laundry detergent, hair and body products, and essential oils. You can prepare in advance by not using products with fragrance or scents, and by using fragrance free, non-toxic products. If this is new for you, here are a couple resources on how to be scent reduced and scent free: https://eastbaymeditation.org/resources/fragrance-free-at-ebmc/#toggle-id-1 and http://www.brownstargirl.org/blog/fragrance-free-femme-of-colour-realness-draft-15
Is there anything else you need us to know?
Your answer
Payment
Payment Information *
** We expect all payment to be received by September 5th.** The registration fee is $850 (group registration discounts available: 20% discount for groups of 3-4, 25% discount for groups of 5 of more). Registration is fully refundable until August 5th. After August 5th we will hold $150 until we are able to fill your vacated spot. We will follow up with you regarding payment information as soon as we receive your registration form.
More Information About Your Facilitators
Annie Sullivan-Chin, A Bookkeeping Cooperative
bookkeeping.coop
Annie Sullivan-Chin is a worker-owner at A Bookkeeping Cooperative, a 100% employee-owned cooperative business based in New York City. She developed her accounting expertise in the classroom at Baruch College in NYC as well as on the job at ABC over the last five years. She is also an experienced facilitator and trainer, with a passion for building capacity in the solidarity economy movement through financial literacy and the empowerment of workers everywhere.

kiran nigam, Fortify Community Health, AORTA
aorta.coop
kiran has two decades of facilitation experience, and has been involved in the world of cooperative and solidarity economics for 17 years. She incorporates her background in education and art, as well as her healing practice, into facilitation and consulting: utilizing visuals to map information and maximize group effectiveness, integrating space for reflection and introspection in workshops, centering her work in love and compassion, using body-based tools to support learning and ease group decision-making. Previous to Fortify, kiran was a founding member, worker-owner, and finance committee member of AORTA (Anti-Oppression Resource and Training Alliance) where she worked to build movements for social justice and a solidarity economy.

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