Association Reserves, did your Organization’s Investment Policy hold up through the Q1 collapse? | Thompson grants

Association Reserves: Did your Organization’s Investment
Policy hold up through the Q1 collapse?

Webinar • Thursday, September 17, 2020 • 2:00 - 3:00 PM ET | Qualifies for 1 CAE and 1 CPE

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The Q1 market collapse took its toll on association reserves. Moving forward, will your current investment policy statement hold up—or will market volatility put your reserves at risk?

From asset segmentation to rebalancing, it’s critical to rethink your policy and decision framework. You need to know what financial experts advise and what practices your peers are putting in place to respond to downturns effectively and proactively.

Make this upcoming TRENDS Finance webinar your starting point.

Register now for Association Reserves: Did Your Investment Policy Hold Up Through the Q1 Collapse?

In this one-hour webinar, Raffa's Mark Murphy and Dennis Gogarty show CEOs and CFOs how to retool their nonprofits’ investment policies to weather continuing market turmoil. They’ll also share best practices from the peer benchmarking Study on Nonprofit Investing.

Changing the way you manage investment reserves. You’ll learn new strategies for bringing vital structure, discipline and flexibility to managing your organization’s reserves. Plus, you’ll have the chance to ask your own questions during the Q&A portion of the webinar.

Reserve your space now to strengthen investment-related strategies, policies and decision-making, including:

  • Where your investment policies are falling short
  • Best reserve-protecting practices used by other nonprofits
  • What actions to take after a market collapse
  • When to consider rebalancing in today’s market

The nonprofit-specific insights you’ll gain from this webinar strengthen your ability to protect your organization’s reserves in today’s highly volatile economic climate.

Register now for Association Reserves: Did Your Investment Policy Hold Up Through the Q1 Collapse?

Meet Your Webinar Leaders

Mark P. Murphy, CFA® - Chief Investment Officer, Raffa Wealth Management
Mark P. Murphy is Raffa Wealth Management’s Chief Investment Officer. Mark supports all areas of the firm’s analytical and due diligence processes. Mark has been with Raffa Wealth Management since 2010.
 
Mark’s career in financial services began in 2004 at Cambridge Associates, LLC where, as Investment Performance Analyst, he performed a variety of research and analytical functions including the effect of asset allocation and security selection on risk and return. Mark then joined CapitalSource Finance, LLC as Senior Account Executive where he managed a portfolio of commercial real estate loans. Mark’s responsibilities included financial analysis and due diligence in support of overall strategy recommendations.

Dennis P. Gogarty, CFP®, AIF® - President, Raffa Wealth Management

Dennis P. Gogarty is the President of Raffa Wealth Management, LLC.  Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Wealth Management in 2005. Since co-founding RWM, he has served as the firm’s President and lead investment adviser representative.  

Dennis actively promotes the need for increased investment education and transparency. He is the founder of the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers. 

Who Should Attend

This webinar is of value to associations and nonprofits. Attendees who will benefit most include:

  • CFOs
  • CEOs

Don't wait, register your entire team today!

CAE Credits: All live webinar attendees are eligible for 1 CAE credit hours. Association TRENDS is a CAE Approved Provider. Our programs meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. We will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.whatiscae.org

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