Concurrent Session Onsite and Online
NOT24SS04. Cash planning and investment management for non-profit organizations presented by CLA
This session will cover how to develop and invest reserve strategies that align with an organization's goals, investment time horizon, and donor restrictions.
Learning Objectives:
- Identify an Investment Policy Statement that takes into account risk and return objectives for each reserve bucket.
- Use scenarios to quantify risk and return expections, along with investment benchmarks agreed upon by the investment management team and board members.
- Distinguish how time horizon and liquidity affect risk and return of different asset classes.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
