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Investment Management for your Nonprofit

Wed, May 25, 2016 at 1pm EDT / 10am PDT

What are the major pitfalls investment management for nonprofits ?
What are the important things to know and get right ?

Investment management is one of those topics that people often overlook. However, having an investment strategy is a key component that creates transparency,... (continued)

$9.99
Webinar

Taggedinvestingfinancial managementfiduciary

Meritam Investment Advisors

Meritam is a high quality, low cost, software based investment advisor for nonprofits. Meritam provides an end to end investment solution designed specifically for nonprofit reserves and endowments. We use technology, including proprietary software, to determine the ideal asset allocation for your level of risk, and use index ETFs for the... (continued)

Organization

Interested ininvestment

Katie Snapp

At the heart of Katie Snapp is an animated extrovert, yet at an early age she found herself in a stodgy, male-based job as an electrical engineer. Thus was born a woman looking to make a difference.

Presently Katie speaks nationally and runs Skirt Strategies, training & encouragement for women in non-profit leadership, and speaks nationally. She has just... (continued)

Interested inleadership developmentconfidenceempowermentwomentraining and developmenttrainingwebinars

Peter J. Heller

www.peterjheller.com

The Heller Fundraising Group helps nonprofits with their fundraising strategies. We are located in Manhattan with clients primarily in New York City and throughout the Northeast. We build teams of consultants to meet the custom needs of each client.

The company is run by Peter Heller who has maintained a successful career over
25... (continued)

Paul Konigstein

Paul Konigstein helps nonprofits master finance and accounting. He specializes in making financial concepts understandable to non-financial nonprofit leaders to enable the strategic use of finance to achieve organizational goals.

Paul has twenty five years experience as a controller and Chief Financial Officer at arts, culture, education, and international... (continued)

Interested ingovernancenon-profitfinancial managementcash flowaccounting

4Good

4Good exists to empower nonprofit organizations and social enterprises by connecting like-minded professionals and community members, and by empowering the sharing of a wealth of resources from which they may benefit.

Interested insocial entrepreneurscommunity groupscollaborationnonprofitsnonprofit professionalsresource sharing

Sam Frank

Sam Frank founded Synthesis Partnership to advise non-profit organizations in strategy, planning and organizational development. The largest share of his practice is devoted strategic planning, but he also works with clients on board governance, change management, facility, program and business planning, and training.

In 2009 he co-founded Nonprofit Webinars and... (continued)

Interested instrategystrategic planninggovernanceorganizational developmentfacility planningchange managementtraining