LESSONS LEARNED FROM 10 YEARS OF THE STUDY ON NONPROFIT INVESTING

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

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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.

PRESENTERS

Dennis Gogarty, President, Raffa Investment Advisers
Ryan Frydenlund, Senior Operations Manager, Raffa Investment Advisers

CPE CREDITS
Program Description Lessons Learned from 10 Years of the Study on Nonprofit Investing
Important Notice Regarding CPE:
Learning Objectives In this session, participants will:
Review the peer benchmarking report to better understand how much nonprofits hold in reserve, long term portfolio allocations, fees, relative performance
Identify whether the nonprofit’s investment is “normal”