Nonprofit Roundtable: Reserves and Investments

Event Detail
  • Date
  • Various dates in Sept/Oct
  • Location
  • Various locations in Florida
  • Hosting, Speaking
  • Recommended CPE
  • 2 credits, Finance
Mature businessman leading meeting in office

Join us in person!

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. Developing nonprofit reserve funds and policies can help an organization achieve more effective programs and increase organizational sustainability.

This event can provide knowledge and insight to help you understand the purpose of reserves, develop and calculate reserve fund targets, and develop reserve policies. 

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

  • Define and recognize the importance of reserves
  • Identify how to develop and calculate reserve fund targets
  • Identify how to develop reserve policies
  • Recognize your investment objectives
  • Identify how to develop your investment plan
  • Review case studies
  • Identify how to clearly outline roles, responsibilities, and expectations in the investment policy
  • Identify what are you 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 and government organizations.


Lakeland, FL  |  Wednesday, September 7  |  8 – 10:30 a.m. ET

CLA Office, Lakeland — in the Swan Conference Room
402 South Kentucky Avenue, Suite 600
Lakeland, FL 33801-5354
Questions? Contact Tori Lehman at


Orlando, FL  |  Wednesday, September 21  |  8:30 – 11 a.m. ET

CLA Office, Orlando — in the Orlando Board Room
CNL Center II
420 South Orange Avenue, Suite 500
Orlando, FL 32801-3399
Questions? Contact Amy Chapman at


Tampa, FL  |  Tuesday, October 4  |  8 – 10:30 a.m. ET

CLA Office, Tampa — in the Tampa Impact Center
One Tampa City Center
201 North Franklin Street, Suite 2500
Tampa, FL 33602-5845
Questions? Contact Roxana Acosta at



Recommended CPE: 2 credits, Finance
Prerequisites: None 
Program level: Overview 
Advance preparation: None 
Delivery method: Group Live

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