Nonprofit Roundtable Series: A Focus on Reserves and Investments

Join us for a complimentary in-person roundtable discussion where you will gain knowledge and insights on how the intersection of strategy, risk, and finances help drive long-term growth. We’ll also discuss the power of reserves and how strong financial planning can support your strategic objectives.

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

• Identify how to gain perspective on turning dreams into reality
• Identify how to leverage and elevate reserves as a mechanism for growth
• Summarize your knowledge of financial planning and investment strategies

Who should attend 

Location

CLA’s Arlington Office
Directions
901 North Glebe Road, #200
Arlington, VA  22203

Garage parking is available under the building and will be validated by CLA. Entrance is located on N. Vermont Street just off N. Fairfax Drive. 

Please register by July 19, 2022. 

Schedule 

8 – 8:30 a.m. Breakfast and networking
8:30 – 8:45 a.m. Welcome and Focusing on the Future
8:45 – 9 a.m. Reserves: NFP Industry Perspective
9 – 9:20 a.m. Tactically Building Data-Driven Risk-Based Reserves
9:20 – 9:40 a.m. Financial Planning/Investment Policy Statement
9:40 – 10 a.m. Investment Opportunities: Short-, Medium-, and Long-Term approach