Objectively Evaluating Your Organization’s Investment Program

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Objectively Evaluating Your Organization’s Investment Program

March 4, 2020 @ 12:00 pm - 2:00 pm

Free

What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions?

  • Dollars held in reserve
  • Appropriate risk levels and investment vehicles
  • Responsibilities and expectations of staff, volunteers, and consultants
  • Segmentation between current, short term and long term objectives

How do you verify if your investment program is effective?

  • Policies that enable objective evaluations
  • Reporting that forces transparency

Attendants will walk away with the knowledge needed to evaluate their investment program and the tools to make changes if needed.

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Details

Date:
March 4, 2020
Time:
12:00 pm - 2:00 pm
Cost:
Free

Venue

Marcum Offices
1899 L Street NW
Washington, DC 20036 United States
+ Google Map
Phone:
202-955-7224
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