Investment Management for your Nonprofit Edit Title

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

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, accountability and governance for your organization.

The objective of this workshop is to explain how nonprofits can take a proactive role with their organizations’ financial assets, the most important things to focus on, and tips to get started.

We’ll discuss understanding organization needs, timeframes and risk; evaluating investment managers and advisors; and clarifying roles and responsibilities.

Target audience includes Executive Directors, Finance Directors & Staff, and Board members.

Join us to be well prepared to address investing with your board!

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