Not-For-Profit Webinar: Stewardship of Your Organization’s Investments
November 10, 2022
Join our Sikich Not-For-Profit services team as Andrew Paoni, MBA, CFP®, CFA, CPFA®, partner with Sikich LLP and lead of the Sikich Financial* team, will review the types of not-for-profit investment accounts and discuss best practices for oversight of these accounts, including review of the key components of an Investment Policy Statement, including asset allocation, diversification and spending policy for distribution, key roles of the Board in fiduciary review, and an overview of the current market landscape and the impact of your decisions for 2023.
*Advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.
