Legal and Tax

Advisory Services

Ownership Associates
232 Mt. Auburn Street, Harvard Square
Cambridge, MA 02138.

Ownership Associates is an international consulting firm providing a range of services to corporations interested in broadening ownership and workplace participation opportunities for employees. Ownership Associates specializes in the design and implementation of education and training programs concerned with ownership, participation, and financial basics for employees, and in organizational development and corporate culture change initiatives.

www.ownershipassociates.com

Root Cause
One Canal Park, Third Floor
Cambridge, MA 02141
Phone: (617) 492-2300

Root Cause is a nonprofit research and consulting firm that partners with nonprofits, philanthropy, government, and business to advance solutions to today’s toughest social issues.

http://www.rootcause.org/

Round Table Social Economy: The Challenges

http://www.youtube.com/watch?v=FTysvjSRXAU&feature=related

Cooperatives

Cooperative Development Service
400 Selby Avenue, Suite Y
St. Paul, MN 55102
Phone: (651) 265-3678

CDS provides organizational and developmental guidance to communities seeking to start new co-ops in all sectors of the economy and planning assistance to existing co-ops seeking to expand. CDS serves clients within any co-op sector, though we have particular skill and experience in those sectors related to agriculture, environmental stewardship, and community development.

http://www.cdsus.coop/

Industrial Cooperative Association ICA Group
One Harvard Street, Suite 200
Brookline, MA 02445
Fax (617) 232-9545

The ICA Group is a national not-for-profit organization which seeks to create and save jobs through the development and strengthening of employee-owned cooperatives and community-based projects. ICA provides a full range of business consulting and technical assistance services, education, and financing to clients working in or seeking to start worker-owned and community-based businesses.

http://www.ica-group.org/

Zvi Galor
Expert in Cooperative Development.

Wide range of expertise from cooperative and financial management to cooperative legislation, micro-credit, and self-owned enterprise and employment.

http://www.coopgalor.com/

John Restakis
Executive Director:  BC Co-operative Association
1737 West 3rd Avenue, Suite 212
Vancouver BC V6J 1K7

The British Columbia Co-operative Association (BCCA) is the umbrella organization that works on behalf of co-ops and credit unions in British Columbia, Canada. We promote co-ops as powerful tools for community control over local economies and as key strategies for economic and social reform.

restaks@bcca.coop
www.bcca.coop

Cooperative Development Institute
PO Box 422
Shelburne Falls, MA 01370
Phone: (413) 665-1271

Located in New York, the non-profit Cooperative Development Institute (CDI) provides cooperative business education, training, and technical assistance to all types of cooperative enterprises, from agriculture, to credit unions and worker-owned cooperatives. CDI is also involved in many different discipline areas, from new cooperative business start-ups and cooperative banking, to leadership development and education.

http://www.cdi.coop

National Cooperative Business Association
1401 New York Ave. NW Suite 1100
Washington, DC 20005
Phone: (202) 638-6222

The National Cooperative Business Association is a trade association that represents cooperatives in a wide variety of fields, including agricultural cooperatives, credit unions, food co-ops, purchasing co-ops, worker co-ops, and others.

http://www.ncba.coop

California Center for Cooperative Development
979 F Street, Suite A-1
Davis, CA 95616

The California Center for Cooperative Development provides cooperatives and those interested in starting cooperatives with start up, management, and other technical assistance. Although only founded in 2007, many of the staff bring years of experience from the University of California at Davis Center for Cooperatives, which closed it doors in 2004.

http://www.cccd.coop

Network of Bay Area Worker Cooperatives (NOBAWC)
P.O. Box 24953
Oakland, CA 94623
Phone: (510) 482-4547

The Network of Bay Area Worker Cooperatives is dedicated to building workplace democracy in the San Francisco Bay Area and beyond. The group provides support for its worker cooperative members as well as assistance with the development of new worker cooperatives.

http://www.nobawc.org

Northwest Cooperative Development Center
1063 S Capitol Way # 211
Olympia, WA 98501

The Northwest Cooperative Development Center is a nonprofit organization devoted to assisting new and existing cooperative businesses, from daycare centers to credit unions. The group’s mission is to foster community economic development, primarily through the cooperative business model. It provides a range of business planning and cooperative education services.

http://www.nwcdc.coop

USDA Rural Development Cooperative Program

The mission of Cooperative Services Program is to promote understanding and use of the cooperative form of business as a viable organizational option for marketing and distributing agricultural products.

STATE SPECIALIST IN ARIZONA:

Alan Watt, USDA Rural Development
320 N. First Avenue Suite 206
Phoenix, AZ 85003-1706
Phone: (602) 280-8769 Fax: (602) 280-8881
alan.watt@az.usda.gov

http://www.rurdev.usda.gov/rbs/coops/csdir.htm

Legal

Legal resources provide an outlet for aspiring entrepreneurs, small businesses and non-profits that may not have all the resources upon the initial development of social enterprises. In order to further expand within the community and increase sustainability, owners must integrate resources specific to non-profits which may often require legal advice. The sources provided have specific knowledge geared toward non-profit legal, tax and business information.

Arizona Foundation for Legal Services & Education
4201 N. 24th Street Suite 210
Phoenix, Arizona 85016-6288
Phone: 602-340-7366 Fax: 602-773-3105
http://www.azflse.org/

The Arizona Foundation for Legal Services & Education is organized and operated exclusively for charitable and educational purposes through fostering and maintaining the honor and integrity of the profession of the law; studying, improving and facilitating the administration of justice; promoting the study of the law and research therein; and supporting programs designed to assist in the delivery of legal services or for law-related education

Ellis Carter, Founder
Non-profit Legal Services
Carter Law Group, P.C.
Phone: (602) 456-0071
http://carternonprofitlaw.com/about/ellis-carter/

The Carter Law Group, P.C. provides advice and council to non-profit and tax exempt organizations. Ms. Carter has expertise in economic development, grant-making foundations and the movement of social enterprise. Through the Carter Law Group, P.C. website you can contact full-service representation and resources to online legal services.

Michelle Roddy
Sandra Day O’Connor College of Law
Arizona State University
1100 S. McAllister Avenue | P.O. Box 877906 | Tempe, AZ  85287
Telephone: 480.965.4151 | Fax: 480.727.8955
www.law.asu.edu

The Pro Bono Program links ASU law students and pro bono lawyers to Arizonans in need of legal assistance. Michelle works with a number of student-run pro bono programs including the Business Legal Assistance Program, Consumer Advocacy Protection Program, and Volunteer Legal Assistance for Artists.  Resources are limited, but Michelle may be able to connect you to a pro bono program or direct you to legal resources available in the community.

National Society of Accountants for Cooperatives
6320 Augusta Drive, Suite 802-c
Springfield, VA 22150
703-569-3088, F: 703-569-0235
bhickey@nsacoop.org

Primarily serving agricultural and consumer cooperatives, but with resources relevant to worker cooperatives. Provides accounting, tax, and business education uniquely tailored to cooperatives.

http://www.nsacoop.org

National Cooperative Business Association
1401 New York Ave. N, Suite 1100
Washington, DC 20005
Phone: (202) 638-6222

The National Cooperative Business Association is a trade association that represents cooperatives in a wide variety of fields, including agricultural cooperatives, credit unions, food co-ops, purchasing co-ops, worker co-ops, and others. NCBA demonstrates that cooperatives are a better business model for providing domestic and global social and economic progress.

www.ncba.coop

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