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Event Date | Mon Aug 21 EDT - Wed Aug 23 EDT (over 1 year ago) |
Location |
TBA
Atlanta, GA, USA |
Region | Americas |
This event is two full days dedicated to linking Club Finance, HR, and Technology professionals with industry thought leaders. When an organization’s resources grow, developing nonprofit reserve funds and investment strategies that align with the opportunities in front of you can help your organization thoughtfully balance the urgency of today with the needs of future constituents.
Join this session to gain knowledge and insight to help you understand the purpose of reserves, learn how to develop reserve strategies that support your strategic plans, and get ideas for how to manage cash and investments accordingly.
2023 Speakers
Kelsey Vatsaas
Managing Principal of Industry, CLA Minneapolis
Doug Wells
Bizops Chief Financial Officer, CLA Portland
Benjamin Aase
Principal, CLA Minneapolis
Troy Hollings
Digital Growth Director, CLA Indianapolis
Jackie Eckman
Principal, CLA Phoenix
Devn Edmundson
Director, CLA Atlanta
Steve Powers
Director, Wealth Advisory, CLA Charlotte