Effective Investment Policies for Nonprofits
Overview
This session will help attendees identify how to make their organizations investment policies clear, concise, and actionable. The presenters will outline the key policy components that allow for effective oversight and make accountability possible. In addition, they will review how to run an effective Investment Committee meeting and highlight the information that your committee members must review to verify policy compliance.
Presenters
Dennis Gogarty, President, Raffa Investment Advisers
Ryan Frydenlund, Senior Operations Manager, Raffa Investment Advisers
Matt O’Lone, Operations Associate, Raffa Investment Advisers
CPE CREDITS
| Program Description | Effective Investment Policies for Nonprofits |
| Important Notice Regarding CPE: | |
| Learning Objectives |
At the end of this session, participants will be able to:
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| 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 |
| Prerequisites | None |
| Program Level | Overview |
| 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. |
