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Nonprofit & Association Reserves: Is Your Organization’s Investment Policy Working When You Need it the Most?
May 7, 2020 @ 12:15 pm - 1:15 pm
Investment Policy Statements are intended to help nonprofits guide their decision making when decisions are hard. Policies need to be clear, flexible, and bring much needed discipline to the investing process. We’ll review areas in which many investment policies are falling short and we’ll share best practices from the peer benchmarking Study on Nonprofit Investing to help strengthen your decisions now and going forward.
Presenters: Dennis Gogarty, President, Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1 hour
Type of Delivery Method: Group-Internet
Learning Objectives:Nonprofit senior executives will obtain actionable guidance to bring much needed structure, discipline, and flexibility to their decision making process related to the management of the investment reserves.
Advanced Preparation: NONE.