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Reserve and Investment Strategies for Nonprofits

March 2 @ 12:00 pm - 1:00 pm EST

CLA CPE Webinars

Participants of the free live webinar will be eligible for 1.5 CPE credits.


Nonprofit leaders are committed to helping their organization live out its mission. Strong leaders look to develop and maintain organizational capacity and mission relevance in both the present and the future. When an organization’s resources grow, developing nonprofit reserve funds and investment strategies that align with the opportunities in front of you can help your organization thoughtfully balance the urgency of today with the needs of future constituents.

In case you missed our webinar late last year on this topic, please join us in March to gain knowledge and insight to help you understand the purpose of reserves, how to develop reserve strategies that support your strategic plans, and ideas for how to manage cash and investments accordingly.

Learning objectives

At the end of the session, you will be able to:

  • Define and recognize the importance of reserves
  • Identify how to develop reserve funds that align with your operating environment and strategies
  • Recall how to align your investment objectives and plan to those needs
  • Identify what you are looking for when employing an investment advisor

Who should attend

This session is designed for CEOs, CFOs, controllers, finance directors, financial managers, board members, trustees, business managers, audit committee members, and other decision makers in nonprofit organizations.

Please register by March 1, 2023.

Can’t make the webinar?

Fill out the registration, and you will receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.


Recommended CPE: 1 credit, Finance
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based
View CPE sponsorship information

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