Nov 5 Workshop: Beyond Budgets - Intro to Financial Sustainability | Oct 27 Free Panel: Systems Leadership for Knowledge Equity

From: Educopia Communications <communications_at_nyob>
Date: Thu, 22 Oct 2026 12:42:16 -0400
To: CODE4LIB_at_LISTS.CLIR.ORG
Hi all,

[And apologies for crossposting!]

Educopia is excited to share our newest workshop:


*💸 Beyond Budgets: An Introduction to Financial Sustainability Planning
for Knowledge Workers*🗓️ *Thursday, November 5 | 1:00–2:30 pm EST*
*🎫 Register here via Eventbrite [Sliding scale tickets]
<https://www.eventbrite.com/e/beyond-budgets-financial-sustainability-planning-for-knowledge-workers-tickets-2003428032175>*

In this 90-minute interactive workshop, Educopia will share practical tools
to help you get your financial bearings and respond to today's funding
precarity in ways that protect your mission, your people, and your legacy.
We draw on nearly two decades of supporting communities across the
knowledge sector, as well as lessons from our own organizational transition.

Through discussion, demos, and hands-on activities, we'll work through
three key questions:

   1. *How much time do you have?:* Using our Financial Runway Calculator,
   you'll see how your current runway shapes when key decisions need to happen
   and which activities to prioritize.
   2. *Who is in your network?: *Through relational community mapping,
   you'll identify the people, partners, and communities who can help you
   think creatively and collaboratively about resourcing.
   3. *What does success look like?: *You'll define what a sustainable
   outcome means for your project, especially if you're approaching a major
   transition.

You'll leave with a clearer picture of where you are now, where you want to
be, and concrete next steps to get there. You'll also receive a workbook of
tools and resources to keep using on your own or with your team after the
workshop. This workshop is designed for archivists, librarians,
facilitators, and other knowledge workers, and the tools can be adapted to
any organizational context. It's especially useful if:

   - You're launching a new project and want to build in financial
   sustainability from the start
   - Your work feels stable, but you've noticed growing funding precarity
   in cultural heritage and want to be prepared
   - You're facing a major funding transition and aren't sure what to do
   next

Educopia offers this workshop on a sliding scale as part of our commitment
to equitable access: Solidarity Rate $25, Standard Rate $150, and
Sustaining Equity Rate $300. Please choose the rate that best fits your
situation. If the solidarity rate is still a barrier, please contact
katherine.kim_at_educopia.org.

*A reminder for next week*

If systems leadership is the larger arc, then Beyond Budgets is one
practical way to get there. Join us next Tuesday for our free panel
exploring that bigger picture:

⭕ *Panel:* *Systems Leadership for Knowledge Equity*
*🗓️ Tuesday, October 27 | 2:00–3:30 pm EDT*
🎫 *Register via Zoom [Free]
<https://us02web.zoom.us/meeting/register/0uVYBjTlSD6K_0557xBP5A#/registration>*

What does it take to be an effective and ethical leader in challenging
times? Jessi Haley <https://www.linkedin.com/in/jessi-haley-chicago/> (Cita
Press <https://citapress.org/>), Tania Ríos Marrero
<https://pr.linkedin.com/in/taniamariarios> (Digital Public Library of
America) <https://dp.la/>, Chelle Sanders (Software Preservation Network
<https://www.softwarepreservationnetwork.org/>), and Melanie Schlosser
<https://librarypublishing.org/about/#staff> (Library Publishing Coalition
<https://librarypublishing.org/>) will will start with the knowledge
inequities that drive their work: whose stories go unpublished, whose
histories go unpreserved, and whose communities are left out of the record.
From there, they’ll trace the systems behind those gaps and share how they
build the trust, coalitions, and spaces for learning and designing together
that real change depends on. They’ll speak honestly about what it means to
lead with courage right now, when stepping up can feel risky and the need
has never been greater.

We'd love to see you at one or both!

My best,
Aloma Antao
Sr. Creative Strategist


*Sign up for our quarterly newsletter
<https://educopia.org/newsletter-archive/> and explore past issues for more
updates, insights, and opportunities*
Received on Thu Oct 22 2026 - 12:42:16 EDT