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Nonprofit & Association Finance: Identifying Target Reserves and Segmenting Cash Assets
Nonprofits and Associations thought they had planned for the worst, and then the coronavirus changed everything, cancelling conferences, freezing donations, and jeopardizing key stakeholder’s ability to provide support. In this session, we’ll examine how nonprofits associations can reasonably target an optimal level of reserve and share best practices about related to the segmentation of cash assets based on the timing of likely cash flows.

Learning Objectives:
Nonprofit senior executives will learn a process for quantifying their unique business risks and opportunities, the aggregate sum of which can serve as an optimal target level of reserves. Peer benchmarks from the Study on Nonprofit Investing will be shared related to the segmentation of cash assets.

Mark Murphy and 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: 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.

Apr 21, 2021 01:00 PM in Eastern Time (US and Canada)

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