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TOP 5 NONPROFIT INVESTMENT INSIGHTS
June 26 @ 2:00 pm – 3:00 pm EDT
Free
1 CPE credit
OVERVIEW
Investing nonprofit reserves is unique. Our guest presenters, from Raffa Investment Advisers, will provide answers to the most important questions they hear from nonprofit staff & volunteers. This engaging session will equip you with the knowledge and confidence to make informed investment decisions for your nonprofit organization.
MODERATOR
Desiree Fortuna, CPA, Director, Marcum LLP
PRESENTERS
Dennis Gogarty, CFP®, AIF®, President, Raffa Investment Advisers
Ryan Frydenlund, CIMA, CIPM, Director of Operations, Raffa Investment Advisers
CPE CREDITS
| Program Description | Top 5 Nonprofit Investment Insights |
| Important Notice Regarding CPE: | |
| Learning Objectives | At the end of this course, the attendee will be able to:Identify when to begin thinking about investing for the first time and how much to hold in reserveDevelop consensus from a diverse Board/Finance CommitteeIdentify the role of staff in nonprofit investing and common restrictions that impact a nonprofit’s investment portfolio |
| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 1 Credit |
| Recommended Field of Study | Business Management & Organization |
| Prerequisites | Basic knowledge of your organizations investment portfolio. |
| Program Level | Overview |
| Advance Preparation | None |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at erin.crowley@marcumllp.com. |
 | Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. |
