There can be many types of fees involved when investing and often it can be hard to determine whether those fees are “worth it”. In this session, Raffa Investment Advisers, an investment adviser created specifically for nonprofits and associations, will detail the common fee structures within an investment portfolio and show how you can enable your volunteers to determine whether those fees are justified. Learn best practices along the way for supporting volunteers in their oversight and decision making related to your investment reserves. Effective oversight of your nonprofit or association’s investments can and should be straightforward – we hope you can join us!

Gery Ivanova, Partner, Assurance Services, Marcum LLP

Dennis Gogarty, CFP®, AIF®, President, Raffa Investment Advisers
Ryan Frydenlund, CIMA®, CIPM, Director of Operations, Raffa Investment Advisers

Program Description Nonprofits – Are Your Investment Fees “Reasonable”?
Important Notice Regarding CPE:
Learning Objectives Recognize the common types of investment fees and how to verify if investment performance is in line with expectations.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Business Management & Organization
Prerequisites Basic knowledge of your organization’s investment program.
Program Level Basic
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.