Nonprofit Roundtable: Reserves and Investments

Event Detail
  • Date
  • September 09, 2022
  • 11:30 a.m. – 2:30 p.m. CT
  • Location
  • Wauwatosa, WI
  • 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.

Schedule

11:30 a.m. – 12:30 p.m. — Lunch
12:30 – 2:30 p.m. — Roundtable

Location

Springhill Suites by Marriott Milwaukee West/Wauwatosa
Directions
10411 W. Watertown Plank Road
Wauwatosa, WI 53226

RSVP and address any questions to Kathleen Lange at kathleen.lange@CLAconnect.com or 414-721-7586.

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