Financial Freedom for Holistic Centers:
Unwinding your organizational money tangles

The goal of this course is to free the board and management teams of Holistic Centers from blocks around money.
This will let you achieve the financial results your organization needs to thrive.

When your board and management team haven’t untangled their money issues, the organization will be led by their emotional and unconscious beliefs and patterns of scarcity and fear around money:

Fundraising leads aren’t properly pursued

Big decisions are fed by fear

Critical projects get paralyzed by conflict

The non-profit scarcity mindset undermines growth

The organization is held back from reaching goals or fulfilling its vision

Organizations waste or miss out on raising thousands or even millions of dollars because of the personal money issues that team members inevitably bring with them. This is unavoidable – we all have money issues.

This is so painful! And yet, we don’t talk about money stuff. It’s taboo.
That’s why the patterns remain unconscious. And that’s where money coaching comes in.

Yes, I’m interested

A safe environment for this important work

The four sessions of this online course will give you the power to see what’s going on, in an interactive and yet safe environment. There will be engaging conversations around money, however, you won’t have to reveal sensitive details of personal or organizational financial issues with anyone.

Discover how money issues are creating confusion. Gain clarity around next steps to freeing yourself and your organization from dysfunctional and costly money tangles. Afterwards, you may want to engage in deeper work – individually and organizationally – to access the full potential of your center.

Modules

Wed 5 June

How entangled is your organization?

Assess the extent to which your organization is affected by money issues, so you know how big a priority this is and how urgent it is to address it. Gain clarity around how much money you may be missing out on due to money tangles.

Wed 19 June

The three common blocks

Learn to recognise and understand common blocks within organizations. Identify strategies to work with shame and guilt. Gain tools to overcome how these blocks affect people because of societal dysfunction around money.

Wed 3 July

The eight money archetypes

Although each individual is infinitely complex, the way we deal with money falls into certain predictable patterns. Understanding the archetypes that underlie those patterns helps you shift to a much healthier pattern.

Wed 17 July

The road ahead

Integrate the learning and identify small but significant steps you can take to ease money issues in your organization. Begin to see a clear path/plan to unwinding money issues and transforming into a center that thrives financially.

Times and Prices

Times are set to suit people in different centers around the world.

9am – 11am PST | 12pm – 2pm EST | 6pm – 8pm UK

Individual

HCN members $250
Non members $350

Organisation

HCN members $1000
Non members $1500

Please note prices per organisation are available for groups of up to six staff.
Prices for larger staff groups can be negotiated by request.

The course consists of four x two hour classes every two weeks.
Each call will be recorded so you can access it afterwards.

The commitment is to attend the course live as much as possible and dedicate one hour between sessions to discuss the work covered in the live session.

Yes, I’m interested

An online money quiz prior to the course and reflective practices
during the course support the learning journey.

Co-workers in holistic centers are welcome to join.
You can also invite your team or entire organisation.

Faculty

Karen McAllister, BEc or BEcon, CMC, Co-Active Coach®

Karen has worked with over 100 clients, helping them untangle their money issues and to become more effective in their work because of it. To do this, Karen has studied financial issues extensively from both the practical, behavioral, and the emotional perspectives.

She has been certified by Deborah Price of the The Money Coaching Institute as a Certified Money Coach, a Couples Money Coach, and a Business Archetype Coach. She has studied with Lynne Twist from the Soul of Money Institute for two years on Mastering your Money and Transforming your Life, including studies in Lynne’s Fundraising from the Heart program.

Further, Karen has made use of that training through her own role as founding member at Clear Sky, and is currently Chair of the Board and leader of Fund Development. Her passion for this arises out of her deep desire to make the world a better place, and her realization that so many amazing organizations don’t have the funds they need to truly fulfill their missions, despite the millions of dollars floating around in the economy. She wants you to get that money and get the job done!

Five signs this course might be right for you

You want to assess how much your organization is affected by money issues and
to understand how you can unwind these challenges

You’re keen to identify which of the common blocks are at play in your own center,
so you know where the struggle is

You recognise the need for new tools to work with challenging dynamics
around money that you can share with your organisation

You’re curious about the eight Money Archetypes, want to learn how your own
“money type” was formed and what you can do to change it

You know greater clarity on the path ahead will help the center
you care deeply about fulfil it’s mission in the world

Yes, I’m interested