As the upcoming presidential election looms, nonprofits face a crucial need to understand how political shifts can impact their investment reserves. Our guest presenters from Raffa Investment Advisers will provide invaluable insights into how prudent investment policies can help nonprofits navigate 2024’s political uncertainty. The goal is to empower nonprofit executives to help strengthen their investment policies and effectively segment their investment reserves in advance of the upcoming Presidential election.

Desiree Fortuna, Director, Marcum LLP

Mark Murphy, CFA, Chief Investment Officer, Raffa Investment Advisers
Ryan Frydenlund, CIMA, CIPM, Director of Operations, Raffa Investment Advisers

Program Description Navigating the Presidential Election: Insights for Nonprofit Investment Reserves
Important Notice Regarding CPE:
Learning Objectives At the end of this course, the attendee will be able to:
Identify proactive strategies and investment policies that can help safeguard nonprofit investment reserves amidst political volatility and economic uncertainty.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Business Management & Organization
Prerequisites Basic knowledge of your organizations investment portfolio.
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].


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.