Program Description

What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions?

  • Dollars held in reserve
  • Appropriate risk levels and investment vehicles
  • Responsibilities and expectations of staff, volunteers, and consultants
  • Segmentation between current, short term and long term objectives

How do you verify if your investment program is effective?

  • Policies that enable objective evaluations
  • Reporting that forces transparency

Presenters: Dennis Gogarty, Raffa Wealth Management
Meal: Lunch
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 2 hours
Type of Delivery Method: Group-Live
Learning Objectives: Attendants will walk away with the knowledge needed to evaluate their investment program and the tools to make changes if needed.
Program Level:  Basic
Prerequisites:  NONE
Advanced preparation:  NONE
Webinar: No

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