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Nonprofit & Association Reserves: Calculating Your Target Level of Investment Reserves
Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? Our answer is: it depends. Each nonprofit is unique and can experience distinct unexpected circumstances that may affect its long-term financial health.
This session will focus on how to conduct a risk assessment that will assist your nonprofit in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for your unique organization.

Whether you are in the initial phases of creating your nest egg or revaluating longstanding reserve levels, this session is for you.

Learning Objectives:
Nonprofit senior executives will learn a process and best practices for identifying and quantifying their unique business risk and opportunities, the aggregate sum of which can serve as an optimal target level of reserves.

Presenters:
Mark Murphy - Raffa Investment Advisers
Dennis Gogarty - Raffa Investment Advisers

Recommended CPE: 1 Credit
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Refund and Concerns (no fee): For more information regarding refund, concerns and program cancellation policies, please contact 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.

Dec 1, 2021 01:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Marcum Webinars.