What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions?
- Dollars held in reserve
- Appropriate risk levels and investment vehicles
- Responsibilities and expectations of staff, volunteers, and consultants
- Segmentation between current, short term and long term objectives
How do you verify if your investment program is effective?
- Policies that enable objective evaluations
- Reporting that forces transparency
Presenter: Dennis Gogarty, President, Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 2
CAE Credits: 2
Type of Delivery Method: Group-Live
Learning Objectives: Attendants will walk away with the knowledge needed to evaluate their investment program and the tools to make changes if needed.
Program Level: Basic
Advanced Preparation: NONE