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 to address issues of power and the emotional content of money conversations that come in cross-class, multi-racial, and mixed-generational groups. In order to address these long-standing challenges, we are rolling out two new workshops 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 on the topic of how to shift power and broaden financial decision-making using an equity lens. Join us to build connections, spark inspiration, and pick up concrete tools to support with stewarding more collaborative financial conversations!

Money & Me, Money & Us: Understanding Our Money Motivations for Improved Decisionmaking

Tuesday Nov 4th & Thursday Nov 6th, 2025 

Participants will explore their 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 come up among multi-racial, cross-class, and multi-generational justice-oriented groups who are aiming to make money-related decisions together. Using this understanding, participants will identify and craft goals for what kind of resource steward they would like to become and build on the skills they already have to effectively steward group-based financial decisions.

Participants will...

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

• Identify what personal strengths and biases they 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

• Strengthen their preparation for likely challenges that will arise

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

Interested in attending this workshop? Let us know >>

Collaborative Budgeting: Building Practices to Support Shared Resource Stewardship

Tuesday Dec 2nd & Thursday Dec 4th, 2025 

Participants will learn how to strengthen a participatory culture at their organization to shape a yearly practice of distributed organizational resource planning (aka “a budget”). They will deepen their clarity on their 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, they will explore likely challenges they will face along the way and identify how to evolve their process incrementally, molding the budget process over time to meet the culture and needs of their organization.

Participants will...

• Develop 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

• Strengthen your preparation for likely challenges that will arise

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

Interested in attending this workshop? Let us know >>

THE TEAM

Monica Marie Avery | Co-Designer & Co-Facilitator

Shannon Ellis | Co-Designer & Co-Facilitator