Nonprofit Roundtable: Reserves and Investments

Event Detail
  • Date
  • October 06, 2022
  • 8:30 – 11 a.m. ET
  • Location
  • Plymouth Meeting, PA
  • Hosting
  • 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.

Location

CLA office — Plymouth Meeting
Directions
610 West Germantown Pike, Suite 400
Plymouth Meeting, PA 19462

Questions

Contact Melissa Smith at melissa.smith@CLAconnect.com or 267-419-1639.

CPE

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

View CPE sponsorship information
Event Cancellation Policy

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