Join us for a day of engaging activities where we will explore and (re)define success, financial priorities, and how your values fit into your organization's financial statements. This is a great opportunity to build skills to strengthen your organization’s approach to finances and budgeting for social change. Throughout it all we will play games and have fun!
We will go over the basics of building and using a budget as well as prioritizing competing needs and areas for growth as a group. We will share tools for facilitating deeper participation and buy-in in financial processes and integrating organizational values into financial decisions.
We will go over the four basic financial reports: Profit & Loss, Balance Sheet, Budget, and Cash Flow Projections. You will leave with a better understanding of how to create and read these reports and use them to answer your most common fiscally-oriented questions. One-on-one consulting will be available to interested attendees as a follow-up to the training.
Date and Time: November 7th, 2019, 10am-5pm (7 hours with a 1 hour lunch break)
A Bookkeeping Cooperative
ABC is a worker-owned cooperative committed to building a solidarity economy. We provide accounting + bookkeeping + consulting services to coops, nonprofits, freelancers, and small businesses. We create and maintain strong financial systems to serve as a foundation for transparency, clarity, and abundance in your work.
We love to facilitate financial literacy trainings and workshops and believe that participatory education is a powerful tool for organizational success and social change.
María Teresa López: María Teresa is an experienced entrepreneur bringing a powerful combination of a lifelong commitment to social justice together with hard financial, managerial, and administrative skills rooted in 40 years of experience. She studied accounting in her native Honduras and has lived in the New York metropolitan area since 1991. María Teresa brings the same spirit of fearlessness, dedication, and precision to all of her work, which has ranged from running her own Spanish language magazine to working as a bank loan officer to consulting with small businesses. María Teresa is also a cooperative trainer in the NYC Network of Worker Cooperatives Training Collective.
Emma Yorra: Emma brings 10 years of experience in cooperative development, management and finance as a tool for building power in low-income communities at the non-profit organizations the Center for Family Life and The Working World. She has a broad background in financial management in cooperative, non-profit and private business settings. Emma thrives on opening up new possibilities for her clients through her work as a trainer and consultant. She is passionate about building an economy that works for all and holds a master’s degree in Social Economics and Cooperative Business Management at Mondragon University in Spain. Emma is also part of the NYC Network of Worker Cooperatives Training Collective.
Lauryl Berger-Chun: Lauryl is a worker-owner & ABC's Admin. Manager. She brings 8 years of experience in student, food, and worker cooperatives and has done trainings, technical assistance, facilitation and cooperative education most recently as a peer advisor through the Democracy At Work Network (DAWN) and The Cooperative Economics Alliance of NYC (CEANYC).
Veronica Dougherty: Veronica was born in the Bronx, raised in New Jersey, and has long been interested in what bubbles up at the margins, participating in spaces where people to come together to build and share resources outside of dominant models. She has worked collaboratively and learned by doing on everything from building loud scary carnival rides, sailing in an junk boat armada down the Mississippi, writing horoscopes, and working as a counselor at a camp for adults with disabilities. She came to bookkeeping in the same spirit of teamwork and resourcefulness, gaining hands on experience with small businesses and non-profits over 10 years of freelancing. Before coming to ABC, Veronica spent 4 years as the Financial and Employee Services Director at BIG Reuse, where she was inspired by the mix of employees with different experiences and perspectives drawn to a visionary idea that transformed the way people look at everyday material. Veronica loves supporting people in moving from anxiety to a place of clarity and confidence regarding money.
DEADLINE TO APPLY
Thursday, October 24th. Space is limited. Applicants will be notified of acceptance into the training by Thursday, October 31st.