请简要介绍一下上一报告期内您提议的 CWB 目标的进展情况：
Our first goal with this partnership is to help assess the opportunity for employee ownership as a strategy to build wealth in Chicago. Our key deliverable is a data visualization that analyzes over 24,000 Chicago businesses and outlines the small business retention risk and opportunity for employee ownership transitions in Chicago, which we have now completed. Our second goal is to build awareness of employee ownership as a business retention & succession, employee engagement, and community wealth building strategy among business owners and business-serving organizations in Chicago. From March to October, we engaged over 350 Chicago-based service providers and business serving organizations to share more about employee ownership. In August, we also served as a keynote presenter at the Unique CPA conference and presented to the Chicago Chapter of the Exit Planning Institute and the Black Construction Owners & Executives on employee ownership conversions. Our third goal is to demonstrate impact and build the case for employee ownership transitions as a community wealth building model in Chicago. Since launch, we've provided one-on-one employee ownership consultations with 3 businesses in Chicago. Our final goal is to build capacity in Chicago to support employee ownership long-term. Since launch, we've built and piloted a continuing professional education course on employee ownership, with Chicago-based service providers serving as advisory board members and content contributors.
在上一报告期内，您遇到了哪些制约或限制（如果有）？
We were delayed in signing our agreement with the City due to professional liability insurance requirements. We ended up needing to purchase additional insurance (an estimated $45,000 expense of which only 10% can be invoiced to the City) to meet the requirements of the agreement, which is higher than any other requirement we have within our existing federal, state, and city/county agreements. This is an approx. $40,500 unanticipated expense we're having to cover from core funds. We had to adjust our timeline and staffing given the change and delay in signing the agreement but are excited to fully launch all components of our project beginning in October.
在上一报告期内，您利用了哪些机会（如果有）？
We joined Working Group meetings and the CCWBE Launch Event 9/28
您在上一报告期内是否建立了新的 CWB 关系/伙伴关系？
是的
请描述您与 CWB 工作建立的关系。
We have built relationships with CWB Working Group members and are exploring opportunities to collaborate on an educational event on coops. We've also engaged &/or collaborated with World Business Chicago, the Illinois SBDC at Chinese Mutual Aid Association. the Illinois SBDC at Arab American Business & Professional Association, the Chicago Community Trust, Unique CPA, the Chicago Chapter of the Exit Planning Institute, and the Black Construction Owners & Executives to build awareness of employee ownership conversions with their clients/audience.
在上一报告期内您是否与其他 TA 提供商合作？
不
您与哪家 TA 提供商合作？
请分享您代表谁/哪些项目与上述 TA 提供商进行了合作：
您参加了上个月的工作组会议吗？
是的
您如何评价上个月工作组对您项目的实用性？（以 1-5 为标准）
3
可选空间
参与者的性别认同（选择所有适用的选项）
参与者的年龄范围（选择所有适用的选项）
本报告期内，您为工人合作社、转化组织或合作社开发商进行了多少次一对一咨询？（例如，一个团体或个人与一个培训提供商）？
1
本报告期内，您为工人合作社、转换社或合作社开发商举办了多少次小组研讨会？（例如会议、研讨会、活动等）
2
本报告期内，您为 CWB 前期开发工人合作社、转换社或合作社开发商提供了多少小时的支持？
0
本报告期内，您为现有工人合作社、转化组织或合作社开发商提供了多少小时的支持？
0
上一报告期您发展了多少家合作企业？（答 0 也可以）
0
上一报告期总共创造了多少个就业岗位？（答案为 0 也可以）
0
请列出您在本报告期与之合作的工人合作社、转化组织或合作开发者组织。
本报告期，您向工人合作社、改建企业或合作社开发商提供了哪些类型的技术援助？请选择所有适用的选项。
本报告期内您是否为任何工人合作社、转化组织或合作社开发商提供过教育？
是的
上个月您提供了多少小时的同类教育/培训？
10
上个月您提供了多少小时的大众教育/推广活动？
20
上个月创建的课程材料数量
1
在上一报告期内，您如何营销您的服务和开展推广活动？请选择所有适用的选项。
您的 WC 客户/合作伙伴在本报告期内表达的最大需求是什么？
对转换作为继任/退出计划的兴趣
芝加哥 CWB 生态系统在服务或资源方面最大的差距是什么？
Awareness of coops as an exit/succession options among existing business owners and business advisors (i.e. exit planners, CPAs, etc.)
请分享来自工人合作社、转换社或合作社开发商客户的直接评价，或者讲述您这段时间的工作产生的影响：
请上传 WC 研讨会或举办的活动的媒体（带有推荐、照片或视频链接的文档）。
