WEBINAR: Investing for Success as a Nonprofit Organization
Thursday, September 12th, 2024
Partner Gary Dubas and Partner Jim Shellenberger led a lively presentation on achieving success in investing as a nonprofit organization. Joining their discussion was guest speaker Courtney Dean, Chief Revenue Officer for eCIO, who drew from her over 25 years of experience in the investment management industry to explore various topics. These topics included what board members should focus on in their oversight of their organizations’ investment program, the implementation of a bucket approach to investing, cash management strategies that put excess cash to work, and asset allocation in nonprofit organization investing.
Attendees of this McKonly & Asbury Webinar gained insight on the following:
- Specific takeaways to improve board of directors’ oversight of organization investment programs
- Effective strategies to structure investment accounts for long-term success
- Ideas on asset allocation practices for nonprofit organizations
You can download a copy of the slides here.
This free, one-hour webinar took place on Thursday, September 12 at 2:00 p.m. EDT. One “Specialized Knowledge and Applications” CPE credit was available for this webinar. The level for this webinar was overview and no prerequisites were required. This program was a live webinar which offers the opportunity to ask questions and interact with the presenters.
