Overview

2022 has been full of headlines: record inflation, COVID-19, war in Ukraine, stock market declines, and much more. In this session, our friends at Raffa Investment Advisers will provide an update on the topics most important to managing nonprofit reserves going into the last quarter of the year.

Learning Objectives

In this session, participants will:
Learn more about current issues affecting nonprofit reserves. In doing so, you will be empowered to make better informed decisions about your nonprofit or association’s investment reserves.

Presenters

Mark Murphy, Chief Investment Officer, Raffa Investment Advisers
Ryan Frydenlund, President, Senior Operations Manager, Raffa Investment Advisers

CPE CREDITS

Program Description Nonprofits & Associations: An Update On Nonprofit Investing
Important Notice Regarding CPE:
Learning Objectives In this session, participants will:
Learn more about current issues affecting nonprofit reserves. In doing so, you will be empowered to make better informed decisions about your nonprofit or association’s investment reserves.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study Business Management & Organization
Prerequisites None
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 erin.crowley@marcumllp.com.

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.