Marcum | 1 CPE | EFFECTIVE INVESTMENT POLICIES FOR NONPROFITS
This session will help attendees identify how to make their organizations investment policies clear, concise, and actionable. The presenters will outline the key policy components that allow for effective oversight and make accountability possible. In addition, they will review how to run an effective Investment Committee meeting and highlight the information that your committee members must review to verify policy compliance.
At the end of this session, participants will be able to:
- Determine best practices to support volunteers in their oversight and decision making related to their investment reserves.
- Identify how to instill discipline and remove emotion from the investment decision making process through key investment policy provisions.