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Cash Management for Nonprofits
November 16, 2022 @ 1:00 pm - 2:00 pm
Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but have you thought about how best to set aside excess operating cash for ultra-short term investing? With inflation and short-term interest rates on the rise, there is no better time to begin thinking about how to make best use of your cash assets.
In this session, Raffa Investment Advisers will detail best practices for nonprofits to segment their reserves. From identifying how much to hold in reserve, to key policy decisions, and investment implementation options, this session will cover everything needed to put your cash assets to work
Presenters: Mark Murphy and Joe Guest – Raffa Investment Advisers
Recommended CPE: 1 Credit
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Advanced Preparation: None