Engaging and effectively leveraging volunteers is challenging. The information presented to them must be clear, concise, and actionable. Volunteers have a specific job to do when it comes to the oversight of your organization’s reserve. Volunteers are typically policy makers. They must also verify policy compliance and assess the effectiveness of service providers.

In this session, Raffa Wealth Management will review the key components of an effective Investment Committee meeting. We’ll highlight the information that your committee members must review to verify policy compliance and review benchmarking best practices to make accountability possible.


Dennis Gogarty, President, Raffa Investment Advisers
Ryan Frydenlund, Senior Operations Manager, Raffa Investment Advisers


Program Description Nonprofits & Associations: Make the Most of Your Investment Committee Meetings
Important Notice Regarding CPE:
Learning Objectives In the session participants will:

  • Review tips to make investment committee meetings more effective.
  • Review the key components of oversight needing to be verified during every investment committee meeting
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 [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.