Investing for Success as a Nonprofit Organization

Thurs, September 12, 2024, 2:00 PM - 3:00 PM EDT

Partner Gary Dubas and Partner Jim Shellenberger will lead a lively presentation on achieving success in investing as a nonprofit organization. Joining their discussion will be guest speaker Courtney Dean, Chief Revenue Officer for eCIO, who will draw from her over 25 years of experience in the investment management industry to explore various topics. These topics include 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 will gain 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

This free, one-hour webinar will take place on Thursday, September 12 at 2:00 p.m. EDT. One "Specialized Knowledge and Applications" CPE credit is available for this webinar. The level for this webinar is overview and no prerequisites are required. This program is a live webinar which offers the opportunity to ask questions and interact with the presenters.