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Nonprofit & Association Reserves: Make the Most of Your Investment Committee Meetings
Engaging and effectively leveraging volunteers is challenging. The information presented to them must be clear, concise, and actionable. Volunteers have a specific job to do when it comes to the oversight of your organization’s reserve. Volunteers are typically policy makers. They must also verify policy compliance and assess the effectiveness of service providers. In this session, Raffa Wealth Management will review the key components of an effective Investment Committee meeting. We’ll highlight the information that your committee members must review to verify policy compliance. We will also review benchmarking best practices to make accountability possible.

Learning Objectives:
Nonprofit and Association Leaders will learn tips to make investment committee meetings more effective. The key components of oversight needing to be verified during every investment committee meeting will be reviewed.

Presenters:
Dennis Gogarty and Ryan Frydenlund - 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: 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 15, 2021 01:00 PM in Eastern Time (US and Canada)

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