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Nonprofits & Associations: What to Do When Stocks Tumble
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
Joe Guest, Portfolio Manager, Raffa Investment Advisers

Recommended CPE: 1 Credit
Field of Study: Business Management & Organization
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.

Jul 21, 2022 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: Erin Crowley.