Overview

Join Marcum LLP and BNY Mellon for the first in a series of lunch & learns designed to guide nonprofit leaders and board members through the uncharted waters that lie ahead for the nonprofit sector. With the election now behind us, Roger Bulosan, Assurance Partner at Marcum LLP, will share key best practices that nonprofit leaders should focus on with an eye toward not just surviving, but thriving, in a continued challenging operating environment.  David Ogburn, Senior Client Strategist at BNY Mellon, will then share BNY Mellon’s Economic and Market Outlook as we leave 2020 in the rearview mirror and usher in 2021 on the horizon.

TOPICS

  • Best Practice For Endowments 
  • Post-Election Economic and Market Outlook

PANELISTS

Roger Bulosan, CPA, CFE, Partner, Not-for-Profit Industry Leader, Marcum LLP
David Ogburn, Senior Client Strategist, BNY Mellon Wealth Management 
Richard Davis-Lowell, CFP, CTFA, CEPA, Client Strategist, BNY Mellon Wealth Management