2023 has been a tumultuous year in the banking sector. Bank collapses and raising interest rates have dominated headlines and raised a number of questions regarding the US banking system, FDIC insurance, the Federal Reserve, and more. As a result, you may be wondering: are my organization’s cash assets safe, and am I making the most of them?
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 with a focus on how best to invest dollars needed in the current budget year. 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.
|Program Description||Investing Cash Assets for Nonprofits|
|Important Notice Regarding CPE:|
|Learning Objectives||At the end of this course, the attendee will be able to:
Identify best practices for nonprofits to segment their reserves with a focus on how best to invest dollars needed in the current budget year
|Instruction Delivery Method||Group Internet Based|
|Recommended CPE Credit||1 Credit|
|Recommended Field of Study||Business Management & Organization|
|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].|
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.