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Course/Product Description
Title:

Creating Fiscal Policies For Your Nonprofit: Investment Policies And Reserve Funds

SKU:WC-1023207
Date / Time: Recorded
Format: Webinar
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Description:

Nonprofits of all types and sizes are entrusted by donors, members and other organizational supporters with fiduciary oversight over reserves and endowments for use in achieving their missions. Ensuring the proper policies, management and governance oversight associated with these funds; typically the most significant and liquid asset of any nonprofit, is essential to stakeholder and public confidence as well as legal and regulatory compliance.

It is therefore key for nonprofit financial management professionals and those charged with governance over these funds to understand the rules and best practices associated with investment policies and reserves to protect their constituents, stakeholders and themselves.

AGENDA

The Nature of Nonprofit Investments and Reserves

Roles and Responsibilities
  • Management: Executive, Finance, Development
  • Board, Officers, and Committees
  • Investment Managers
  • Investment Advisors
Essential Investment and Reserve Policies
  • Purpose
  • Operational Needs/Transfers
  • Spending Policy
  • Reserves Funding Policy
  • Risk Tolerance
  • Term
  • Asset Allocation
  • Acceptable/Prohibited Investments
  • Performance Targets and Benchmarks
  • Roles and Responsibilities
  • Acting With/Without Discretion
  • Report Frequency and Format
Evaluating Performance
  • Investments
  • Managers
  • Advisors
Common Pitfalls-Samples
Conclusion
  • Further Information
  • Sample Policies and Tools
About The Presenter

Chris Schuch, CFP
  • Senior wealth advisor with CliftonLarsonAllen and works with individual and institutional clients in the areas of investment advisory, manager/fund selection, due diligence and monitoring, portfolio reporting and benchmarking
  • Since joining CLAWA he has worked closely in the firm’s Public Sector Group, not-for-profit and other institutional clients to review retirement plans and institutional reserve/operating accounts; specifically reviewing Investment Policy Statements and strategic goals to help ensure that investment assets are working for organizations in a manner that furthers their mission and vision
  • Prior to joining CLAWA in 2012, he worked with J.P. Morgan Chase as part of the Private Wealth Management group
  • A Certified Financial Planner™ and holds FINRA Series 7, 63 and 65 licenses
  • B.S. degree in business administration, Elizabethtown College


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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