Engaging and effectively leveraging volunteers is challenging. The information presented to them must be clear, concise, and actionable. Volunteers have a specific job to do when it comes to the oversight of your organization’s reserve. Volunteers are typically policy makers. They must also verify policy compliance and assess the effectiveness of service providers. In this session, Raffa Wealth Management will review the key components of an effective Investment Committee meeting. We’ll highlight the information that your committee members must review to verify policy compliance. We will also review benchmarking best practices to make accountability possible.
Presenter: Dennis Gogarty and Ryan Frydenlund, Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1
Type of Delivery Method: Group-Internet
Learning Objectives: Nonprofit and Association Leaders will learn tips to make investment committee meetings more effective. The key components of oversight needing to be verified during every investment committee meeting will be reviewed.
Program Level: Basic
Advanced Preparation: NONE