Aligning your investments with your organizational values is becoming the norm in nonprofit investing. This presentation explores the first steps nonprofits should take in order to reflect their values in their investments from both a policy perspective and an investment implementation perspective. Attendees will leave this session better informed about Socially Responsible Investing (SRI) and better prepared to make effective decisions with their investments.


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


Program Description Nonprofits & Associations: Socially Responsible Investing
Important Notice Regarding CPE:
Learning Objectives At the end of this session, Nonprofit leaders will be able to:

  • Define Socially Responsible Investing (SRI) and Environmental, Social Governance (ESG) investing
  • Outline best practices for incorporating value investing into investment policies, performance expectation differences, fees involved/risks involved, and common misconceptions
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.