Virtual CBL 101 Resource Guide

Columinate | May 22, 2020

History, Principles, and Values

“Cooperative Principles Updated,” by Ann Hoyt, available on p. 14 in the Reader.
“Rochdale Pioneers and the Cooperative Principles,” by Brett Fairbairn. From The Meaning of Rochdale: the Rochdale Pioneers and the co-operative principles, (Canada: Centre for the Study of Co-operatives, University of Saskatchewan), 1994.
Collective Courage: A History of African American Cooperative Economic Thought and Practice, Jessica Gordon Nembhard.
History of Cooperatives, from the University of Wisconsin Center for Cooperatives.
ICA statement on principles and Values, www.ica.coop
Discovered Truth: A healthcare Journey. PBS.org, 8/15/2019

“Precautions and Protections: Summarizing legal responsibilities of cooperative boards” by Thane Joyal, Dave Swanson. Cooperative Grocer Magazine, Issue #153 Mar-Apr, 2011
Minute Taking Essentials – CBLD Field Guide, by Michael Healy, Jan. 9, 2013

Articles in your reader:
- The Board’s Leadership Challenges and Policy Governance Simplified (pg. 45)
- Policy Governance Quick Guide (pg. 46)
- The Ten Principles of Policy Governance (pg. 48)
- Monitoring the Manager (pg. 51)
Columinate webinar: Policy Governance Deep Dive (offered quarterly)
“Three Strategic Concepts for the Guidance of Co-operatives” by Brett Fairbairn
“Building Board Capacity to Lead Through Multimodal Governance” by Leslie Watson
“Precautions and Preventions” by Thane Joyal and Dave Swanson, Cooperative Grocer Magazine, March 5, 2011

Financial Training for Directors webinar series, Brittany Baird & Leslie Watson (Available to co-ops enrolled in the CBLD program)
In the Columinate Library:
- CBLD sample Financial Conditions monitoring report
- Goehring, Mark. “Balance Sheets: Getting the picture of your co-op’s financial position.”
- Healy, Michael. “Context Matters: Using trends and comparisons to monitor the financial health of your cooperative.”
Fairbairn, Brett. “Three Strategic Concepts for the Guidance of Co-operatives.” Available at icdc.coop
Mayer, Bruce, Peg Nolan and Steve Wolfe. “Accounting Best Practices for Food Co-ops: A Primer.”
NCG annual Participation Report
Tracy, John A., and Tage C. Tracy. “How to Read a Financial Report: Wringing Vital Signs Out of the Numbers”, 8th ed. John Wiley & Sons, Hoboken, NJ, 2014.

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