Overview

Launched in 2012, the annual Study on Nonprofit Investing (SONI) provides timely, relevant, actionable data about how associations and other nonprofits invest their reserves and how those investments perform. SONI helps nonprofit organizations verify that their investment policies are “normal” and that their investment fees/performance returns are in line with other, similar organizations. To date, more than 2,000 nonprofit organizations have participated in SONI. In this session we’ll review the key peer findings from the 2022 SONI survey on how much nonprofits hold in reserve and analyze prior years’ SONI reports for information on long term portfolio allocations, fees, relative performance, and more.

Presenters

Ryan Frydenlund, Senior Operations Manager, Raffa Investment Advisers
Dennis Gogarty, President, Raffa Investment Advisers

CPE CREDITS

Program Description 2022 Study on Nonprofit Investing
Important Notice Regarding CPE:
Learning Objectives

In this session, attendees will review the key peer findings from the 2022 SONI survey on how much nonprofits hold in reserve and analyze prior years’ SONI reports for information on long term portfolio allocations, fees, relative performance, and more.

Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at erin.crowley@marcumllp.com.

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.