Investing for the future: does your investment strategy align with your plans?
Once a not for profit organization is successful in raising money, the next step is to determine what to do with those funds. Many organizations hold funds in investments, but are not always clear on whether those products meet their needs, or match the risk tolerance of the organization. We will discuss some factors to consider in establishing your investment policy to ensure that it aligns with your strategy.
Doors open at 7:15 am for breakfast and networking. The presentation will begin at 7:45 am sharp.