Lessons Learned from 10 Years of the Study on Nonprofit Investing
Overview
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. SONI helps nonprofit organizations verify that their investment policies are “normal” and that their investment fees/performance returns are in line with other, similar organizations.
Presenters
Dennis Gogarty, President, Raffa Investment Advisers
Ryan Frydenlund, Senior Operations Manager, Raffa Investment Advisers
CPE CREDITS
| Program Description | Lessons Learned from 10 Years of the Study on Nonprofit Investing |
| Important Notice Regarding CPE: | |
| Learning Objectives | In this session, participants will:
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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 |
| Delivery Method | Group Internet Based |
| 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 [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. |
