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Nonprofit & Association Finance: Identifying Target Reserves and Segmenting Cash Assets
April 21, 2021 @ 1:00 pm - 2:00 pm
Nonprofits and Associations thought they had planned for the worst, and then the CORONA virus changed everything, cancelling conferences, freezing donations, and jeopardizing key stakeholder’s ability to provide support. In this session, we’ll examine how nonprofits associations can reasonably target an optimal level of reserve and share best practices about related to the segmentation of cash assets based on the timing of likely cash flows.
Presenter:Mark Murphy and Dennis Gogarty – Raffa Investment Advisers
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1
Type of Delivery Method: Group Based Internet
Learning Objectives: Nonprofit senior executives will learn a process for quantifying their unique business risks and opportunities, the aggregate sum of which can serve as an optimal target level of reserves. Peer benchmarks from the Study on Nonprofit Investing will be shared related to the segmentation of cash assets.
Program Level: Basic
Advanced Preparation: NONE