Overview

Stocks have had a rough start to 2022. This session is focused on how nonprofits should deal with stock market volatility, the impact it can have on nonprofit reserves, and what steps they should consider to potentially shield themselves from undue risk.

Learning Objectives

In the session, participants will:
Learn more about the current market environment and how that compares historically. Participants will learn steps to take to segment your organization’s assets and how important investment policies can help bring structure and discipline to your investment program in times of uncertainty.

Presenters

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

CPE CREDITS

Program Description Nonprofits & Associations: What to Do When Stocks Tumble
Important Notice Regarding CPE:
Learning Objectives In the session, participants will:
Learn more about the current market environment and how that compares historically. Participants will learn steps to take to segment your organization’s assets and how important investment policies can help bring structure and discipline to your investment program in times of uncertainty.
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.