Associations thought they had planned for the worst, and then the coronavirus changed everything, cancelling conferences and jeopardizing member’s ability to support the association. In this session, we’ll re-examine how associations can reasonably target an optimal level of reserve.
Presenters: Dennis Gogarty, President and Mark Murphy, Chief Investment Officer – Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1 hour
Type of Delivery Method: Group-Internet
Learning Objectives: Nonprofit senior executives will learn a process and best practices for identifying and quantifying their unique business risk and opportunities, the aggregate sum of which can serve as an optimal target level of reserves.
Program Level: Intermediate
Advanced Preparation: NONE.