Best Practices & Opportunities to Avoid Nonprofit Reserve Losses from Bank Failures
Overview
In this presentation we will explore the potential impact to nonprofits from the recent bank failures of Silicon Valley Bank and Signature Bank and how an organization can protect themselves from losses should their banking institution fail. We will also look at best practices organizations can employ to further mitigate these risk and opportunities that are available in solving this challenge.
MODERATOR
Julie Jones, CPA, Partner, Managed Accounting Services, Marcum LLP
PRESENTER
Marc C. Labadie, MPAS®, CFP®, AIF® – Executive Vice President, RTD Financial
CPE CREDITS
| Program Description | Best Practices & Opportunities to Avoid Nonprofit Reserve Losses from Bank Failures |
| Important Notice Regarding CPE: | |
| Learning Objectives |
At the end of this session, attendees will be able to:
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| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 1 Credit |
| Recommended Field of Study | Business Management & Organization |
| 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 [email protected]. |
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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. |
