Investing nonprofit reserves is unique. Our guest presenters, from Raffa Investment Advisers, will provide answers to the most important questions they hear from nonprofit staff & volunteers. This engaging session will equip you with the knowledge and confidence to make informed investment decisions for your nonprofit organization.

Desiree Fortuna, CPA, Director, Marcum LLP

Dennis Gogarty, CFP®, AIF®, President, Raffa Investment Advisers
Ryan Frydenlund, CIMA, CIPM, Director of Operations, Raffa Investment Advisers

Program Description Top 5 Nonprofit Investment Insights
Important Notice Regarding CPE:
Learning Objectives

At the end of this course, the attendee will be able to:

  • Identify when to begin thinking about investing for the first time and how much to hold in reserve
  • Develop consensus from a diverse Board/Finance Committee
  • Identify the role of staff in nonprofit investing and common restrictions that impact a nonprofit’s investment portfolio
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Business Management & Organization
Prerequisites Basic knowledge of your organizations investment portfolio.
Program Level Overview
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.