Cooperative Professionals Guild


December 2023 Newsletter


December webinar: Co-op "Beneficial Owner" Reporting Under Corporate Transparency Act With Alix Devendra 

In this webinar, attorney Alexandra (Alix) Devendra will provide an overview of the CTA, including the entities and individuals required to provide beneficial ownership information (and “company applicant” information); the steps that attorneys should advise clients to take to ensure initial and ongoing compliance; penalties for noncompliance; provisions that should be included in operating agreements or other governing documents; and what should be spelled out in attorneys’ engagement letters. Register here

Deadlines to keep in mind: The effective date of the final rule is January 1, 2024. Reporting companies that are formed on or after January 1, 2024, must file an initial report with FinCEN within thirty days of their formation. Existing entities will be required to report by January 1, 2025. 

CPG offers California CLE credit for qualifying webinars. Most CPG webinars can count as CLE credits in most US states. If you’d like to help us offer CLE credit in other states, please email Sarah Kaplan at the Webinar Committee: sarah@cuttingedgecounsel.com

The recordings for past CPG webinars can be found in the Guild’s webinar library.

December Coffee Chat, Dec. 8th: Chart CPG's course for 2024

We’re hosting this member discussion to start charting the course of the organization in the next year; register here. Membership Circle asks both members who will attend and those who can’t make it to record your vision in our survey. Thank you very much for sharing your vision; this helps us stay true to our identity as a member self-directed nonprofit. 



Get your mug at the Worx store.

Community announcements

CUNY Law's CED Clinic is excited to announce a transformative partnership with Mondragon Team Academy (MTA), merging academic rigor with socially conscious entrepreneurship. This alliance goes beyond merely advancing research and cultivating an entrepreneurial ecosystem; it actively centers social justice. Through the exchange of students and educators from diverse backgrounds, 

we are committed to forging an environment where education and innovation collaboratively drive community betterment. This initiative exemplifies our unwavering commitment to seamlessly integrate theoretical knowledge with practical applications, all while championing equity and justice on every front.


-Carmen Huerta

Key Figures Cooperative has opened their roster for the next tax season and are now accepting engagements for 2023 tax returns. They are happy to share that they are now able to take new partnership returns, and can therefore offer services to LLC Cooperatives once again. To request a quote, complete their brief quote form or contact them at taxpractice@keyfigures.coop.


- Andi Shively

The Chicago Community Wealth Building Ecosystem (CCWBE) recently launched its new community platform at CCWBE.org, with support from the City of Chicago’s Community Wealth Building (CWB) Initiative. CCWBE is a center for Research & Convening which serves to support grassroots ecosystem partners. It does this by convening working groups, developing tools and other resources, connecting and building the capacity of ecosystem partners, conducting research, and communicating the impact of CWB.


- Jenna Pollack 


Check out CCWBE's amazing animated short on the impact of co-op ecosystems, illustrated by artist Cori Lin and available in English here and in Spanish here!

Ashton Hamm from uxo architects in the Bay Area shares a publication notice of their new book, “Practice Practice”, a publication looking at the intersection of worker-cooperatives and the profession of architecture.


You can find it at oroeditions.com/product/practice-practice.


Call for publications: Ius Cooperativum Association is requesting paper submissions on general topics of cooperative law and on special legal issues on housing cooperatives for the 6th issue of the International Journal of Cooperative Law (IJCL). 


Publication Date: December 2024;

Deadline for Submissions: 30th of January 2024

The previous four issues have been published and are available at the following link: https://iuscooperativum.org/issues/

More details can be found on their call for submissions.

-Thomas Beckett

Membership renewal for 2024 


CPG is starting to roll out its 2024 member drive. We look forward to emailing the listserv for steps to renew or register your CPG membership or subscription.


Brain stuff, Fun and Community Building at the 2023 CPG Conference in Chicago: Reporting from the inside loops, by Pacyinz Lyfoung, Member of many circles


Pacyinz Lyfoung has written us a short story about her experience at the conference, which we’re sharing here, and which will be saved as a blog post on the website as well. Thank you very much, Pacyinz! Thank you also to the conference attendees who took the photos accompanying the story, below. Here’s the story: 


Like many cost-conscious and environmentally-friendly CPG attendees, the conference started with walking the long underground hallways from Chicago O’Hare to the Blue Line. Thankfully, everything was very well signed to get to the train and like most public transits; now one can pay with one’s cards and skip the ticket or card machine line.


Sitting in the car train, one could work on one’s laptop precariously perched on one’s knees for the 45-minute ride to the inner loop, until the stop right across from the law school. Then, just bit of orientating oneself, to figure out which exit makes sense. Then, just a bit of figuring what the compass shows on the Google map. Then, walking a few blocks including turning the corner, and ta da: there stood the seven-story building across the elevated train track: the International Hostel! Fast check-in at the front desk, and oh, there looked up a familiar shaggy face atop a cozy sweater: one of the presenters chilling on the sofa. . .  

. . . After some quick hellos, going up the elevator, and finding the suite with the common kitchen and living room, and doors for private bedrooms. Checking Whova, a dinner thread was started, however, the leader of the pack texted he was at the nearby Himalayan restaurant, so we all followed, picking up early arrivals on the way. The food tasted delicious and we were too enthusiastic in the ordering, so we dutifully packed many boxes in case anyone got hungry back at the hostel. Yeah, fridges in the common suites! We retired early to rest or work, except for one extremely dedicated member who stayed up all night to fix all the last-minute logistics (more on that later!).


The next morning, the early breakfast set-up crew prepared the food catered from ChiFresh Kitchen, a persons-with-lived experiences worker cooperative which was contracted for the duration of the conference for all meals. It was all nutritious, with a section for vegans.

A tall gentleman in a brightly beaded shirt hovered at the door with his colleague: our land acknowledgement guest! A warm welcome, a good breakfast and a nice seat, while waving hellos and making introductions to other CPG members. Ronnie Preston shared a historical perspective of Native American land ownership and gifted us with a song usually opening gatherings between tribes. CPG returned the gifts with a contribution of 10% of the conference registration fees. We were off to a blessed start!

Over two days, we learned new legal tools and refined old ones with our expert presenters. Deborah Groban Olson introduced again the basics of ESOPs, while highlighting options to include democratic features. Kim Arnone and Sarah Kaplan revisited the rules for multistate securities. Gowri Krishna and Maru Bautista shared their experiences with expanding opportunities via franchising cooperative businesses. Linda Phillips refreshed us on the basics of multi stakeholder cooperative governance. Adam Prescott and Matthew Brash emphasized the importance of tracking cash availability and bankruptcy tools to preserve cooperative businesses. Bruce Mayer and Elizabeth van de Wide reviewed federal and tax rules for cooperatives. Jerome Hughes previewed his upcoming scholarly article on affordable housing cooperatives, with Renee Hatcher and Hugh Jeffers as respondents respectively providing legal and financing commentaries.

Thomas Becket led an interactive discussion on what a uniform cooperative statute might look like, with small group breakouts. Brett Heeger and Deborah Groban Olson introduced the new legal tool of Employee Ownership Trusts, which is another alternative mechanism for some type of employee-benefiting conversion of an existing business. Eric Britton highlighted specific clauses of the NLRA that lawyers need to keep in mind when working with union cooperatives. After viewing a video prepared by Janelle Orsi on the challenges of working as progressive attorneys and also sharing her path towards leaving the legal professional and continuing her work as a non-attorney, Ricardo Nunez and Erika Sato helped scope conversation topics to be carried over to the social hour at Beermiscuous, a local worker cooperative brewery and bar.

Kimberly Britt, Co-Founder of ChiFresh Kitchen, and Camille Kerr discussed their collaboration to start and develop this new worker cooperative, which boomed during the difficult time of the pandemic, and now owns its own building with space for the business and housing. Renee Hatcher and Jenna Pollack shared how the Chicago Community Wealth Building Ecosystem (CCEWBE) came to be and how it works to convene, communicate and coordinate among Chicago cooperative stakeholders, thanks to a 3-year, $15 million grant from the City of Chicago. The conference concluded with a presentation by Teia Evans, on the work that NCBA is doing with tribes and in Puerto Rico, via COVID recovery federal grants.

The conference also provided space for CPG organizational business activities. We elected the new Steering Circle (Board) members: Therese Tuttle, Cheryl Markham, Alexandra Devendra, Paola Eisner, Kathy Gregg, Sam Green, West Foster and Pacyinz Lyfoung.

The Conference alsoprovided space for the SELC Fellows to meet after a 3-year hiatus during the pandemic, with SELC continuing to be a key partner for CPG, sponsoring SELC Fellows to be members and to attend the conference.

Although this was an educational conference, CPG is about community, which includes social activities and acknowledgement of our outstanding volunteer members. We crowned Lindsey Taylor and Kathy Gregg as the queen bees of this conference, whose dedication excelled all expectations and without whom this event would not have proceeded so perfectly. We were glad to be able to chat together during breaks and lunch. We had great fun going on a mini trip to Beermiscuous where the winning picture of the photography contest was taken (and the winner was: Brett Heeger, free registration for next year’s conference!).

Those who stayed at the Hostel could also gather in the community room in the evening, where they played pool, chess and ping pong.

This event would not have been possible without the support of sponsors, whom we thank whole-heartedly: Berstein Shur; Cooperative Development Foundation; Saint Mary’s University-International Centre for Co-operative Management; Local Enterprise Assistance Fund; Shared Capital Cooperative; Start.coop; Sustainable Economies Law Center (SELC); and Worx Printing Cooperative, a union co-op.

Overall, it was a fabulous conference! We look forward to next year’s: stay tuned, it will be another gathering to remember!


-Pacyinz Lyfoung, Member of many circles

Participate in the Cooperative Professionals Guild


The Cooperative Professionals Guild is a growing network of co-op professionals created by us, for us. We’re currently volunteer-run. Here are some ways you can participate: 

  • Submit community listings for the next newsletter using this Google form;
  • Send messages to the CPG network by emailing the CPG listserv at  members@professionals.coop;
  • Attend meetings or join governance circles. Circle members are also eligible to join the General Circle. 
Governance Circles: 


    This message was sent to you by {Organization_Name}

    If you no longer wish to receive these emails, you can unsubscribe at any time