Program Description

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
Prerequisites: NONE.
Advanced Preparation: NONE.
Webinar: Yes