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RIA RoundTable Workshop: How Much Should We Hold In Reserve?
March 30, 2022 @ 1:00 pm - 2:00 pm
Join Dennis Gogarty and Ryan Frydenlund in a roundtable discussion on how much nonprofits and associations should hold in reserve.
This free virtual discussion will connect you with other Association CFOs and Directors of Finance allowing you to share best practices through an interactive conversation moderated by Raffa’s investment professionals. What will be discussed:
– How much do you hold in reserves?
– How did you determine that amount?
– Please describe: Who was involved? What was reviewed? Who led it? Was it a positive experience?
– What are you thinking about if you are over or under your target level of reserves?
Presenters: Dennis Gogarty and Ryan Frydenlund – Raffa Investment Advisers