Association TRENDS Workshop:
Sizing and Investing Nonprofit Reserves

Days Days
hours hours
min min
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Most nonprofit organizations and associations should have an “emergency fund” of operating reserves to cover a potential shortfall of revenues versus expenses. Some organizations may also need to reserve for specific capital projects, programs, or extraordinary spending needs.  However, cash holdings are especially vulnerable to today’s high levels of inflation.  In this workshop, Clare and Chris will provide a thoughtful approach to answering questions such as:

– How much should we hold in operating reserves?
– Should we hold more or less in reserves than other organizations?
– How should we invest our reserves?

SESSION 1: Right-sizing reserves in an inflationary environment
You’ll learn how to assess operating expenses and funds that may be required for specific capital projects, programs or extraordinary spending needs. You’ll benefit from a clear approach you can use to set aside the right reserves to cover a potential shortfall, including:

– A proven framework for conducting a reserve analysis
– The many factors that may affect your risks

SESSION 2: Different investment strategies for different types of reserve funds
Clare and Chris will walk through examples of how a nonprofit’s financial and fundraising situation can require different pools of reserve funds and how to match the right strategy to each, including how to:

– Understand why key risk factors can impact an organization’s need for holding reserves.
– How to invest short-term and intermediate-term reserves that have different time horizons than cash equivalents or a long-term endowment.

Meet Your Workshop Leaders:
Clare Golla, CFP and Chris Clarkson, CFA from Bernstein’s Wealth Strategies Group present a thoughtful approach nonprofit executives can use to right-size reserve funds and adjust cash holdings and investments amid today’s high levels of inflation.

Check out a more in-depth agenda here and grab your ticket before we sell out! 

Each Workshop Attendee Will Recieve:
✓ A half-day, interactive, expert-led workshop with leading trainers 
✓ Ability to earn up to 3 CAE and 3 CMP credits (Live virtual attendees only)

Please note that the workshop will be recorded. Any identifying attendee information such as name and company name will be removed from the recording during the editing process.

$295.00 Individual registration
  • Receive the individual registration only.
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$255.00 OnDemand Recording
  • Receive the ondemand recording only.
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$395.00 Individual Registration + OnDemand Recording
  • Receive the Individual Registration + ondemand recording only.
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Association TRENDS is a CAE Approved Provider. The program above meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and 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.asaecenter.org/cae.

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for 3 credits toward your CAE application or renewal professional development requirements.

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