Program Overview

Has your organization been considering ESG/SRI restrictions for your portfolio? At this SONI session, we will have a discussion with organizations that decided to include restrictions, those that looked into it but did not make the switch, and the impact of both decisions. If you are looking to learn more about how others are handling the ESG question, this is perfect for you!

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. All participants receive a complimentary copy of the results and analysis report (a $450 value).

Learn more about the survey and how to participate at

Presenters: Dennis Gogarty, Raffa Wealth Management
Meal: Breakfast
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1 hours
Type of Delivery Method:Group-Live
Learning Objectives: Attendees will learn about different socially responsible investing options, including screened mutual funds, divesting, and attribution analysis.
Program Level: Basic
Prerequisites: NONE.
Advanced preparation: NONE.
Webinar: No

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