Finance Workshop Interest Form

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Thanks for your interest in participating in new finance-related workshops being developed by CompassPoint! We are offering two new workshops to interested participants at a deep discount, with the hope that you will also be willing to offer rich feedback to help improve the content for future participants. This "beta test" of these offerings may lead into either new public workshop offerings and/or a broader “Resource Stewards Cohort” for justice-oriented financial leaders that we may launch in 2026. We are aiming for 15-20 participants for each session. Your answers here will help us select participants should we receive more interest than we can accomodate.

If you have any questions, please reach out to Monica Marie Avery at monicamariea@compasspoint.org

Name *

Email *

Phone Number

Age *

Gender Pronouns *

She/Her/Hers

He/HIm His

They/Them

No preferred pronouns

Other:

Race/Ethnicity *

Organization Name *

Role at Your Organization *

Years in the role above (or similar) *

1-3

3-5

5-7

7-10

More than 10 years (please share number of years)

Other:

Organization's Budget Size *

Under $1M

$1-$3M

$3-$5M

Over $5M

Don't know

How long has the organization operated? *

0-5 years

5-10 years

10-20 years

20-50 years

Above 50 years

Don't know

Mission or Purpose of Organization (i.e, advocacy, organizing, capacity building, direct service) *

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