- Date
- Location
- Recommended CPE
Nonprofit leaders are committed to helping their organization live out its mission. Strong leaders look to develop and maintain organizational capacity and mission relevance now and in 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’ll 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
- 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 organizations.
Schedule
8:45 – 9:15 a.m. — Networking and breakfast
9:15 – 10:45 a.m. — Session
Location
CLA
4601 Six Forks Rd Ste 350
North Tower
Raleigh, NC 27609
Questions?
Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.