Leveraging Financial Empowerment to Support Employee-Owned Businesses: Lessons for Cooperative Developers

This report documents what we learned from dozens of worker-owner members, cooperative business development professionals, and financial empowerment practitioners, and provides some actionable next steps to further improve financial health for worker-owners. Download report

Field Guide to Financial Empowerment Programs and NYC Service Providers

This field guide outlines a variety of financial empowerment services and products available to employee-owned businesses. This guide helps New York City businesses, employers, and cooperative developers add new programs and referral streams into their existing Human Resources practices to further support employees. Download guide

Participatory Management Resource Directory

This collection of resources provides a framework for understanding participatory management and helps cooperative developers and managers maximize the “cooperative advantage” for their business. Download directory

Participatory Management Budgeting Workshop

This workshop is designed for cooperative developers and managers to work with employees to better understand the business’s budget. The goal is to have members provide feedback on how to improve the business and to build an understanding of how key business concepts relate to day-to-day management and success. Download workshop overview

Individual Financial Health Assessment for Worker-Owners

When a client meets with a financial counselor for the first time, the initial session is dedicated to understanding the client’s full financial picture, determining personal goals, and identifying the financial service support that is needed and the milestones that will help the client achieve positive financial outcomes. The Financial Health Assessment walks the counselor and client through a series of questions to determine these needs and next steps. Download assessment template