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DTSTART;TZID=America/New_York:20240626T140000
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DTSTAMP:20240525T134748Z
CREATED:20240525T134737Z
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UID:10007543-1719410400-1719414000@www.freelivecpe.com
SUMMARY:TOP 5 NONPROFIT INVESTMENT INSIGHTS
DESCRIPTION:OVERVIEW\n\n\n\nInvesting nonprofit reserves is unique. Our guest presenters\, from Raffa Investment Advisers\, will provide answers to the most important questions they hear from nonprofit staff & volunteers. This engaging session will equip you with the knowledge and confidence to make informed investment decisions for your nonprofit organization. \n\n\n\nMODERATOR\n\n\n\nDesiree Fortuna\, CPA\, Director\, Marcum LLP \n\n\n\nPRESENTERS\n\n\n\nDennis Gogarty\, CFP®\, AIF®\, President\, Raffa Investment AdvisersRyan Frydenlund\, CIMA\, CIPM\, Director of Operations\, Raffa Investment Advisers \n\n\n\nCPE CREDITS\n\n\n\nProgram DescriptionTop 5 Nonprofit Investment InsightsImportant Notice Regarding CPE:Learning ObjectivesAt the end of this course\, the attendee will be able to:Identify when to begin thinking about investing for the first time and how much to hold in reserveDevelop consensus from a diverse Board/Finance CommitteeIdentify the role of staff in nonprofit investing and common restrictions that impact a nonprofit’s investment portfolioInstruction Delivery MethodGroup Internet BasedRecommended CPE Credit1 CreditRecommended Field of StudyBusiness Management & OrganizationPrerequisitesBasic knowledge of your organizations investment portfolio.Program LevelOverviewAdvance PreparationNoneCancellation PolicyYou may cancel your registration at any time prior to the event.Complaint Resolution PolicyFor more information regarding refund\, concerns and program cancellation policies\, please contact our offices at 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.
URL:https://www.freelivecpe.com/event/top-5-nonprofit-investment-insights/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20240618T130000
DTEND;TZID=America/New_York:20240618T140000
DTSTAMP:20240602T150127Z
CREATED:20240602T150122Z
LAST-MODIFIED:20240602T150127Z
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SUMMARY:Identify Top Risks for Your Health Care Organization
DESCRIPTION:Join us for our webcast\, Identify Top Risks for Your Health Care Organization. We’ll discuss strategies to identify and address evolving top risks facing health care organizations. We’ll cover: \n\n\n\n\nWhy performing entity-wide routine risk assessments are critical for your organization and stakeholders\n\n\n\nStrategies to identify and evaluate top risks facing health care organizations today\n\n\n\nHow to address identified top risks to address with your organization
URL:https://www.freelivecpe.com/event/identify-top-risks-for-your-health-care-organization/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20240618T130000
DTEND;TZID=America/New_York:20240618T140000
DTSTAMP:20240524T194142Z
CREATED:20240524T194136Z
LAST-MODIFIED:20240524T194142Z
UID:10007500-1718715600-1718719200@www.freelivecpe.com
SUMMARY:The CFO role is expanding. Ready to be exponential?
DESCRIPTION:“Change in the CFO role” is a familiar topic. But this change? At this pace? It’s exponential—and today’s finance leaders will need to be exponential to meet it head-on. We’ll discuss: \n\n\n\n\nKey macro dynamics and how they are shaping unique business implications across industries\n\n\n\nEvolving responsibilities of an Exponential CFO to accelerate value creation\, drive enterprisewide operational excellence\, and shape talent experience and culture\n\n\n\nHow and what to prioritize as a CFO shifts to become “exponential”
URL:https://www.freelivecpe.com/event/the-cfo-role-is-expanding-ready-to-be-exponential/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20240613T130000
DTEND;TZID=America/New_York:20240613T140000
DTSTAMP:20240517T221823Z
CREATED:20240517T221807Z
LAST-MODIFIED:20240517T221823Z
UID:10007484-1718283600-1718287200@www.freelivecpe.com
SUMMARY:Successful Planning for Year-End Starts Now
DESCRIPTION:Event Overview \n\n\n\nPlanning for year-end can be overwhelming\, but ensuring it is done right is crucial to the success and growth of your organization. In this webinar\, we will discuss rules\, limits\, and valuable information to prepare you and your organization for year-end. We will also dive into the importance of compliance and strategic planning for reaching your year-end goals.
URL:https://www.freelivecpe.com/event/successful-planning-for-year-end-starts-now/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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