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DTSTART;TZID=America/New_York:20240626T140000
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DTSTAMP:20240525T134748Z
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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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