RIA Insights – Association CFO Roundtable – What to do with Cash?

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RIA Insights – Association CFO Roundtable – What to do with Cash?

May 23 @ 1:00 pm - 1:30 pm

Learning Objectives:

Given the recent collapse of First Republic Bank, Silicon Valley Bank, and worries about additional bank failures, many associations are rightfully concerned about their cash assets. What is the best way to protect and grow cash in the current environment?

Join us for an exclusive Association CFO roundtable discussion with Raffa Investment Advisers’ Chief Investment Officer and Senior Portfolio Manager to discuss cash management best practices in 2023.  Throughout the discussion, participants will be encouraged to share their own unique perspectives and to engage in open, collaborative dialogue with one another.  The roundtable event promises to be an informative and engaging discussion that will help association leaders develop effective strategies for cash management.


Presenters: Mark Murphy, Chief Investment Officer and Joe Guest, Senior Portfolio Manager – Raffa Investment Advisers

Register here


May 23
1:00 pm - 1:30 pm




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