New Finance Workshops

Leading conversations about money and power in our organizations can be deeply challenging and sometimes isolating. While many justice-oriented leaders advocate for collaborative processes, we are often insufficiently supported in addressing issues of power and the emotional content of money conversations that arise in cross-class, multi-racial, and mixed-generational groups.

To address these long-standing challenges, we are beta-testing new finance content aimed at supporting finance leaders in their efforts to establish a participatory culture around money at their organizations, where everyone can feel better equipped to make decisions about organizational finances together.

Who are these workshops for?

• People of varying experience levels who lead finance & budget decisions in their organizations and want to improve or deepen engagement across staff (finance directors, EDs, program directors, etc.), especially those who are BIPOC and work at grassroots organizations

• Financial decision-makers in organizations with social justice values and a demonstrated commitment to shared governance and collaborative processes

These spaces will provide opportunities for you to engage in self-reflection, peer learning, group discussions, and practice time for trying on new frameworks and processes to shift power and broaden financial decision-making using an equity lens. Join us to build connections, spark inspiration, and practice concrete tools to support with stewarding more collaborative financial conversations! 

Learn more about each workshop and register below. Registration is $100 per workshop; we're offering these learning spaces at a discounted rate given that we are beta-testing this content. If this cost would still be a significant barrier for you and prevent you from attending, please complete our Access Grant Request Form.

Collaborative Budgeting: Building Practices to Support Shared Resource Stewardship (2-Part Series)

Tuesday Dec. 2 & Thursday Dec. 4, 2025 | 9:30am to 12:30pm PST on Zoom 

In this workshop, we will discuss ways to strengthen a participatory culture at our organizations, helping to shape a yearly practice of distributed organizational resource planning (aka “a budget”). You will gain clarity on your role in leading and stewarding the process and identify the roles other parties in the organization have to play in yearly financial planning. With the support of other participants, you will explore some of the challenges you may face along the way and identify how to evolve your process incrementally, molding the budget process over time to meet the culture and needs of your organization.

As a participant, you will...

• Develop a deeper understanding of what "collaborative budgeting” is and what it requires

• Deepen clarity on your role in leading and stewarding the budgeting process, and understand the roles that others will play in a collaborative process

• Identify challenges that may arise and strengthen your skills to prepare for the most likely challenges

• Practice an “abundance budgeting” approach that activates multiple forms of wealth (social, cultural, spiritual, financial, material, experiential, and intellectual)

To register, click here to add "Collaborative Budgeting" to your cart >>

Money, Me, You, Us: Understanding Our Money Motivations for Improved Decision-Making (2-Part Series)

** Please note, the "Money, Me, You, Us" workshop has been canceled. Please sign up for our newsletter to receive future updates about this content!

In this workshop, we will explore our personal money motivations and histories to better understand and inform the strengths and biases we bring to positions as organizational resource stewards. Together, we will identify some common dynamics that can arise among multi-racial, cross-class, and multi-generational justice-oriented groups who are aiming to make money-related decisions together. Using this understanding, you will identify and craft goals for what kind of resource steward you would like to become and build on the skills you already have to effectively steward group-based financial decisions.

As a participant, you will...

• Reflect on your personal histories and habits with money and build self-awareness around how these factors influence your work in organizations

• Identify what personal strengths and biases you may bring to roles as a “resource steward” in organizations

• Explore some common dynamics that can arise in justice-oriented groups who are aiming to make money-related decisions together

• Craft goals for what kind of justice-driven resource steward you would like to become and how you will work towards this vision

THE TEAM

Monica Marie Avery | Co-Designer & Co-Facilitator

Shannon Ellis | Co-Designer & Co-Facilitator