Overview

Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but have you thought about how best to set aside excess operating cash for ultra-short term investing? With inflation and short-term interest rates on the rise, there is no better time to begin thinking about how to make best use of your cash assets. In this session, Raffa Investment Advisers will detail best practices for nonprofits to segment their reserves. From identifying how much to hold in reserve, to key policy decisions, and investment implementation options, this session will cover everything needed to put your cash assets to work

Presenters

Mark Murphy, Chief Investment Officer, Raffa Investment Advisers
Joe Guest, Portfolio Manager, Raffa Investment Advisers

CPE CREDITS

Program Description Cash Management For Nonprofits
Important Notice Regarding CPE:
Learning Objectives In this session, participants will learn ways to put their excess operating cash to best use – through policy development and investment reserve segmentation.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
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 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.