Market volatility in 2025 has raised questions for many nonprofit and association leaders: are your reserves positioned to weather uncertainty? A well-designed investment policy doesn’t just guard against risk—it provides the structure and discipline needed to stay focused on long-term goals, even in turbulent markets.

Raffa, a fiduciary investment adviser and strategic partner to over 150 nonprofits & associations, will guide nonprofit financial leaders through practical steps to strengthen their investment approach. This session will highlight how thoughtful policies, and proactive practices can help your organization remain steady, resilient, and confident when markets fluctuate.

Highlights:
• Gain perspective on today’s market environment in the context of historical trends to support informed, balanced decision-making.
• See how structured investment policies create clarity and consistency in times of uncertainty.
• Explore guidelines for incorporating downside protection into your investment strategy.
• Learn how a disciplined rebalancing approach can help you stay on course through market ups and downs.

What You’ll Learn
• Access the latest data: Get 2026 compensation and benchmarking data to inform your budget for merit, promotion, and structural adjustments
• Pinpoint high-risk areas: Discover where compensation gaps are creating the highest turnover risk and how to strategically allocate your limited budget for maximum impact.
• Communicate effectively: Learn to build and communicate a compensation philosophy that supports equity and transparency.
Who Should Attend

This session is designed for nonprofit leaders who need to be strategic with limited resources, including:
• Executive Directors
• CFOs
• HR Leaders
• Senior staff responsible for making smart decisions about where to invest compensation dollars for the greatest organizational benefit.

Whether you’re preparing your annual budget, managing key staff departures, or need to make the case for targeted salary investments, this workshop will provide the data and strategies you need to make every compensation dollar count.

In today’s fast-evolving nonprofit landscape, data alone isn’t enough—collaboration across finance, programs, and leadership is critical to advancing your mission. But outdated systems can create silos, delay insights, and prevent teams from working off a single source of truth.

Join us for a timely conversation, where we’ll explore how modern cloud ERP solutions can help nonprofits break free from legacy limitations, enabling smarter collaboration, more timely reporting, and deeper visibility across your organization.

In this session, you’ll learn how you can:
· Turn disconnected data into shared insight—aligning programs, finance, and leadership in real time
· Automate and streamline routine tasks to shift focus back to strategy and impact
· Empower teams with collaborative dashboards and real-time reports that support confident, data-informed decisions
· Ensure transparency and audit readiness with centralized data and granular visibility across funds, grants, and projects

Whether you’re a CFO, controller, or program lead, this session will help you rethink what’s possible when your team—and your data—are truly working together.