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Not-For-Profit Webinar: Stewardship of Your Organization’s Investments

Sikich

Nov 10 2022

1 min read

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.

About the Author

Sikich

Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and is comprised of one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals. *Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. 