In this session, Raffa Investment Advisers will provide an update on the topics most important to managing nonprofit reserves in 2023 including making best use of cash assets and how to keep pace with 6% inflation.

Mark Murphy, Chief Investment Officer, Raffa Investment Advisers
Joe Guest, Portfolio Manager, Raffa Investment Advisers

Program Description Nonprofit Investing Update
Important Notice Regarding CPE:
Learning Objectives At the end of this session, participants will be able to identify current issues that can affect nonprofit reserves and employ strategies to make better, more informed decisions about their nonprofit or association’s investment reserves.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Business Management & Organization
Prerequisites None
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.