The latest thoughts on investment strategy and the markets, plus tools and templates from Raffa’s portfolio management team to empower nonprofits and associations to make better informed investment decisions.
What if your association’s software actually worked the way you do?
Market volatility in 2025 has raised questions for many nonprofit and association leaders: are your reserves positioned to weather uncertainty? A well-designed investment policy doesn’t just guard against risk—it provides the structure and discipline needed to stay focused on long-term goals, even in turbulent markets.
Whether you’re preparing your annual budget, managing key staff departures, or need to make the case for targeted salary investments, this workshop will provide the data and strategies you need to make every compensation dollar count.
Whether you’re a CFO, controller, or program lead, this session will help you rethink what’s possible when your team—and your data—are truly working together.
Discover advanced best practices in CRM and Data Analytics, and inform your strategy to ensure you are maximizing impact from your technology investments. The session culminates with actionable takeaways and strategic guidance for organizational leaders navigating today’s fast-evolving technology landscape.
Learning Objectives:
• Evaluate recent legislative developments and understand their fiscal and operational implications for all nonprofit organizations.
• Identify best practices for integrating new technology systems to ensure compliance, efficiency, and strategic growth.
• Explore current trends and advancements in CRM platforms and data analytics to drive smarter decision-making.
• Inform strategy for assessing your current use of technology and explore future innovations to guide your digital transformation.
• Develop actionable strategies for leveraging legislative changes and emerging technologies to position your organization for long-term success.
In a world of brittle systems, high anxiety, non-linear outcomes, and incomprehensible challenges, it is essential for association and nonprofit boards to set a higher standard of stewardship, governing, and foresight and become fit for purpose. This high-impact webinar will focus participants’ attention on three critical ideas that everyone serving on or working with association/nonprofit boards must understand about what it will take for them to elevate their performance and become fit for purpose.
At the conclusion of this webinar, participants will be able to:
1. Explain why it is essential for associations and nonprofit organizations to build fit-for-purpose boards.
2. Examine the detrimental impact of orthodox beliefs on association/nonprofit board performance.
3. Collaborate with their organizations’ boards to begin setting a higher standard of stewardship, governing, and foresight.
This webinar will help leaders effectively navigate the new reality of the workplace—one that includes both hybrid and remote team members. We’ll cover compliance considerations for a mobile workforce, strategies for building team cohesion, managing productivity, and designing a total rewards approach that reflects the benefits of remote work. The session will conclude with a moderated group discussion. We’re excited to partner with Stacy Johnson, SPHR, SHRM-SCP. Stacy brings over 20 years of experience as an HR professional, with deep expertise in leadership coaching, organizational development, and a broad range of generalist functions. She has a proven track record of creating and managing successful HR processes and systems. For the last 15 years, Stacy worked as an HR consultant, serving dozens of clients in both the for-profit and non-profit sectors, including project-based work focused on leading organizations through change.
Session Overview: In this session, we’ll explore how nonprofits can leverage professional financial management to secure and expand their funding opportunities. Learn how proper financial stewardship can transform from a cost center into a strategic asset for fundraising success.
Key Topics:
• Understanding modern donor requirements and reporting complexities
• Implementing effective internal controls and compliance procedures
• Strategies for tracking and managing multiple funding streams
• Leveraging automation and professional solutions for enhanced financial management
• Adapting administrative approaches based on donor portfolio composition
Ideal For: Nonprofit leaders, financial managers, and board members looking to strengthen their organization’s financial foundation and expand their revenue streams through improved financial management practices.
Practical Takeaway: Participants will learn actionable steps to enhance their financial management systems, ultimately building donor confidence and creating new opportunities for funding.
2025 has started off with significant stock market volatility. Will your investment policy protect your reserves? Will it drive effective action? Nonprofit investment policies provide critically important structure and guidelines while allowing for strategic value-add. This session is designed to provide nonprofit leaders with the essential policy language that will help protect their reserves from the impacts of stock market fluctuations – while maintaining, or accelerating, growth potential. Learn what steps you need to be considering now to shield yourself from undue risk and thrive longer term.
Learning Objectives In the session, participants will:
Gain insights into the current market environment and understand how it compares to historical trends, helping you make informed decisions in uncertain times.
Learn how implementing clear, structured investment policies can help you maintain discipline and consistency, even in volatile markets.
Understand the importance of downside protection guidelines in your investment policy.
Develop a portfolio rebalancing policy that will help you master the ups and downs of investing.