Overview

2022 was full of headlines: record inflation, COVID-19, war in Ukraine, stock market declines, and much more. In this session, Raffa Investment Advisers will provide an update on the topics most important to managing nonprofit reserves in 2023.

Presenters

Mark Murphy, Chief Investment Officer, Raffa Investment Advisers
Ryan Frydenlund, Senior Operations Manager, Raffa Investment Advisers

CPE CREDITS

Program Description An Update On Nonprofit Investing
Important Notice Regarding CPE:
Learning Objectives At the end of this course, attendee will be able to identify current issues that can affect nonprofit reserves and employ strategies to make better, more informed decisions about their nonprofit or association’s investment reserves.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
To receive CPE credit, attendees must respond to three out of the four polling questions asked during the program and be active in the webinar platform for a minimum of 50 minutes.
Recommended Field of Study Business Management & Organization
Delivery Method Group Internet Based
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.