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Stewardship of Your Organization’s Investments

November 9 @ 10:00 am - 11:00 am CST

a group of not-for-profit leaders discussing strategies and financial business plans at long open table. leader standing at the front of the room

Not-For-Profit Webinar | November 9 or 10 | 1.0 CPE AVAILABLE

Join us on either November 9 or November 10 where 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. You’ll gain valuable information that could impact the way your leadership team and Board partners with your institutional advisor to manage, protect and grow your organization’s assets, including:

  • Review of the key components of an Investment Policy Statement, including asset allocation, diversification and spending policy for distributions
  • Key roles of the Board in fiduciary review
  • Overview of current market landscape and the impact on your decisions for 2023

Who should attend?

  • Executive Directors & CEOs
  • CFOs & Controllers
  • Board Members

Please choose from one of the two available dates to attend:

Wednesday, November 9, 2022 | 10:00 AM-11:00 AM CST / 11:00 AM-12:00 PM EST

Register Here! >>>

Thursday, November 10, 2022 | 1:00 PM-2:00 PM CST / 2:00 PM-3:00 PM EST

Register Here! >>>

 

Sikich 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

 

*Advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.

Details

Date:
November 9
Time:
10:00 am - 11:00 am CST
Event Categories:
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