Distributing Power Through Collaborative Budgeting

This is a multi-day offering. Please make sure you can attend all dates before registering and that you are familiar with our cancellation policy.

DAY 1: Wednesday, July 29, 2026 | 9:30am - 12:30pm Pacific Time
DAY 2: Wednesday, August 5, 2026 | 9:30am - 12:30pm Pacific Time
DAY 3: Wednesday, August 12, 2026 | 9:30am - 12:30pm Pacific Time

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.

In this new series, we will discuss ways to strengthen a culture of collective budgeting 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.

This space is for you if you are...

• Someone with any level of experience leading finance & budget decisions in your organization seeking to improve or deepen engagement across staff (finance directors, EDs, program directors, etc.)
• A financial decision-maker in an organization with social justice values and a demonstrated commitment to shared governance and collaborative processes

In this online workshop, you will:

• Develop a deeper understanding and practice 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)

This is NOT a technical workshop focused on putting together the actual budgeting tool.

​Pricing

Registration for this program is offered on a sliding scale depending on your individual and organizational access to financial resources. Our sliding scale is an intentional effort to distribute resources equitably between organizations and individuals we work with. If your personal or organizational budget allows, please pay the Sustain or Redistribution cost so we can keep registration accessible for everyone. For more information about our public program pricing, click here.

Redistribution Fee: $875
This price covers the cost of your registration and also makes it possible for us to offer a Solidarity price for individuals and folks from organizations with fewer financial resources. This price level is intended for:

• Folks who are able to personally pay this price without financial hardship, OR
• Folks paying with financial support from a foundation or an organization with a budget greater than $5 million

Sustain Fee: $675
This price allows us to sustain our work. This price level is intended for:

• Folks paying without financial support from an organization and who are able to pay this price without financial hardship, OR
• Folks paying with financial support from an organization with a budget between $1 million and $5 million

Solidarity Fee: $400
This is a discounted price we offer to make our programs more accessible to folks with fewer personal and/or organizational financial resources. This price level is intended for:

• Folks paying without financial support from an organization and who are not able to pay the Sustain price without financial hardship, OR
• Folks paying with financial support from an organization with a budget of $999,000 or less

Get ready to participate!

Our trainings come alive with your participation and willingness to engage. Please be ready to participate in group discussions and share your experience, creativity, questions, and challenges with us. 

Accessibility is very important to us! Closed captioning will be provided. If you require specific accommodations (for example, receiving screen reader-friendly versions of learning materials ahead of time), please notify us at workshops@compasspoint.org two weeks in advance of the scheduled offering so that we can do our best to meet your needs. ASL interpretation is not provided unless requested.

In order to build community and protect confidentiality in the space, we do not record our workshops. If you miss a training date, we cannot provide you with a recording of the training.

Planning on purchasing five or more registrations at once? You’re eligible for a 20% discount off your order total.  For more information on bulk discount eligibility, please visit our FAQ or contact us at workshops@compasspoint.org.