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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