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.