What We Offer

Practical financial training workshops customized to your organization's sector and experience level.

Workshop facilitator teaching financial record-keeping to cooperative board members in classroom setting with whiteboard and practical examples

Core Financial Management

Learn to create and maintain clear income and expense records using formats appropriate for your organization's structure. Practice recording transactions, organizing receipts, and preparing simple financial summaries that board members and assemblies can understand.

Board member presenting financial report to cooperative assembly with projected documents while members review printed summaries

Assembly Reporting

Develop skills in preparing transparent financial reports for member meetings. Learn what information assemblies need, how to present it clearly, and how to document decisions about resource allocation in ways that build organizational trust.

Cooperative treasurer organizing receipts and documentation for government program funds with forms and filing system on desk

Program Fund Documentation

Understand how to track and document the use of resources received from government programs. Learn practical methods for maintaining the records that programs require while keeping information accessible for your board and members.

Cooperative committee members discussing reserve fund policies around table with financial projections and savings plan documents

Reserve Fund Systems

Establish savings mechanisms with clear, transparent rules that members understand and support. Learn to document contributions, track balances, define appropriate uses, and create decision-making processes that maintain trust in the reserve system.

Workshop materials showing financial examples from fishing cooperative including catch sales records, equipment costs, and fuel expense tracking

Sector-Specific Training

All workshops use examples from your organization's actual work—fishing cooperatives see catch sales and equipment costs, agricultural groups work with harvest income and input expenses, artisan cooperatives practice with material purchases and product sales.

Small group of board members practicing financial record entry with instructor guidance in hands-on workshop session

Board Capacity Building

Focus on strengthening the financial management capabilities of your board of directors and financial committees. Training emphasizes practical skills board members can implement immediately with current organizational resources.

Workshop Structure and Approach

Each workshop begins with an initial consultation to understand your organization's structure, current financial management practices, and specific needs. This allows us to adapt the training content and examples to your actual situation.

Sessions are interactive and practice-focused. Board members work through realistic scenarios from their sector, creating the actual records and reports their organization needs. The facilitator provides guidance throughout, addressing questions specific to your cooperative's circumstances.

Important Scope Clarification

These workshops teach practical financial management skills to board members. We do not provide accounting services, prepare official financial statements, or create tax filings. Organizations requiring formal accounting should engage licensed contadores. What we offer is the practical foundation that prepares boards to manage day-to-day financial records and eventually work effectively with professional accountants.

Typical Workshop Duration

Most workshops span two to three sessions, each lasting three to four hours. The exact schedule depends on your organization's needs and the board's availability. Some groups prefer consecutive days, while others schedule weekly sessions that allow time to practice between meetings.

Who Should Attend

Training is designed for board members and financial committee members who handle or oversee financial records. Typically this includes the treasurer, president, secretary, and any members involved in documenting income and expenses. Organizations with larger boards might send their financial committee, while smaller groups often include the entire board.

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