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The 2021 Peer Benchmarking Study on Nonprofit Investing (SONI) Results Revealed
Launched in 2012, the annual Study on Nonprofit Investing (SONI) provides timely, relevant, actionable data about how associations and other nonprofits invest their reserves and how those investments perform. SONI helps nonprofit organizations verify that their investment policies are “normal” and that their investment fees/performance returns are in line with other, similar organizations. To date, more than 2,000 nonprofit organizations have participated in SONI. In this session we’ll review the key peer findings from preview years SONI reports including target reserves, segmentation of cash assets, short term portfolio allocations, long term portfolio allocations, fees, relative performance, and more.

Learning Objectives:
Nonprofit leaders will learn best practices from their peers. In doing so, you will be empowered to make better informed decisions about your nonprofit or association’s investment reserves.

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.

Apr 28, 2021 01:00 PM in Eastern Time (US and Canada)

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