Association Reserves, portfolio management, and lessons learned from the Q1 market collapse | Thompson grants

Association Reserves, Portfolio Management, and
Lessons Learned from the Q1 Market Collapse

Webinar • Thursday, July 23, 2020 • 2:00 - 3:00 PM ET | Qualifies for 1 CAE and 1 CPE


In the first quarter of 2020, the rise of the COVID-19 virus nearly closed the world economy. The S&P 500 fell almost 34% in just 23 trading days and bond markets experienced unprecedented volatility. And associations saw their reserves shrink.

So, what actually happened—and why?  Even more important, what can associations and nonprofits do now to manage their portfolios and the finances necessary to carry on their mission?

This new TRENDS Finance webinar offers valuable answers for moving forward.

Register now for Association Reserves, Portfolio Management and Lessons from the Q1 Market Collapse.

In this one-hour webinar, Raffa Wealth Management’s senior advisers, Mark Murphy and Dennis Gogarty, examine critical lessons learned from the Q1 stock and bond market turmoil, and what associations need to know to make well informed decisions moving forward.

Practical guidance for managing reserves and investments.  Armed with what’s known now about the market collapse, you’ll explore what changes nonprofits should be considering, from whether it’s time to rebalance the portfolio to what investments are safest. Plus, you’ll have the chance to ask your own questions during the Q&A portion of the webinar.

Reserve your space now and rely on these financial advisers for guidance on retooling your investment strategy for the pandemic era, including:

  • The historical significance of the Q1 market decline and why it happened
  • Why certain investments performed differently than associations might have expected
  • How to mitigate surprises in the future

You’ll come away with valuable insights for using insights on the Q1 experience to manage your association’s finances and reserves amid today’s uniquely challenging financial realities.

Register now for Association Reserves, Portfolio Management and Lessons from the Q1 Market Collapse.

Meet Your Webinar Leaders

Mark P. Murphy, CFA® - Chief Investment Officer, Raffa Wealth Management

Mark supports all areas of the firm’s analytical and due diligence processes.  Mark has been with Raffa Wealth Management since 2010. His 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 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 all 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

Have a question? Vist our FAQ page here

See Webinar Catalog › View Your purchased
on-demand webinar(s) ›


Please enter your desired quantity.

(Available for viewing
until 07.23.2021)
$215.00 Association Reserves, portfolio management, and lessons learned from the Q1 market collapse (OnDemand: Active for 12 months from 07.23.20)

Select to add to your shopping cart.

Finally! A practical guide to grants management.

Get practical grants management guidance that blends age-old conventional wisdom
with the historic changes in OMB’s uniform guidance:
Add A Practical Guide to Federal Grants Management -
From Solicitation Through Audit, 2nd Edition
to your order!

This comprehensive resource blends age-old conventional wisdom with the historic changes in OMB’s uniform guidance. You'll benefit from the advice of experts on time and effort reporting, procurement under grants, direct charging certain costs, single audit preparations, subrecipient monitoring and much more. The 500+ page softbound book is a valuable management guide, compliance document and training tool for busy grants managers, program directors, financial officers and auditors at nonprofit organizations, educational institutions, and state and local governments.

This valuable resource will help you and your grants management team:

  • Understand the differences between direct and indirect costs
  • Make the subrecipient vs. contractor determination
  • Realize the full impact of OMB’s emphasis on internal controls
  • Understand which familiar elements of time and effort reporting have been retained in the uniform guidance ... and which are new
  • Know the nuances of requirements for subrecipient assessment and monitoring
  • Understand contract clauses in agreements for procurement under grants
  • Apply the general tests of allowability
  • Understand special issues confronting pass-through entities contracting with foreign organizations
  • Know which clauses flow down when crafting a subaward
  • Understand what is meant by a 10% de minimis indirect cost rate
  • Audit the vulnerabilities in your grants management operation
  • Understand what is meant by audit "resolution"
    ...and much more

A Practical Guide to Federal Grants Management is the best insurance policy there is for limiting your organization’s risk of disallowed costs, loss of federal funding and public relations nightmares. Add it to your order today!

Add the Government Relations Industry Compensation Report for only $129
(up to a $120 savings)!

Contact US

(All fields required)

First Name:
Last Name:

Contact US

Webinar Training Pass (Small Group Pass)

Number of Users: