Participants of the free live webinar will be eligible for 1 CPE credit.

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OVERVIEW

In this presentation we will explore the potential impact to nonprofits from the recent bank failures of Silicon Valley Bank and Signature Bank and how an organization can protect themselves from losses should their banking institution fail. We will also look at best practices organizations can employ to further mitigate these risk and opportunities that are available in solving this challenge.

MODERATOR

Julie Jones, CPA, Partner, Managed Accounting Services, Marcum LLP

PRESENTER

Marc C. Labadie, MPAS®, CFP®, AIF® – Executive Vice President, RTD Financial

CPE CREDITS
Program Description Best Practices & Opportunities to Avoid Nonprofit Reserve Losses from Bank Failures
Important Notice Regarding CPE:
Learning Objectives
At the end of this session, attendees will be able to:

Identify risks of potential reserve loss for a nonprofit organization.
Determine best practices to incorporate into an organization’s cash management and reserve management programs.
Recognize the opportunities for additional interest income while mitigating these risks.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Business Management & Organization