Marcum LLP
Marcum LLP, 1899 L St NW #850, Washington, DC 20036, USA

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Event Date Wed Feb 19 EST (almost 2 years ago)
Location Marcum LLP
1899 L St NW #850, Washington, DC 20036, USA
Region EMEA

What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions?

• Dollars held in reserve
• Appropriate risk levels and investment vehicles
• Responsibilities and expectations of staff, volunteers, and consultants
• Segmentation between current, short term and long term objectives

How do you verify if your investment program is effective?

• Policies that enable objective evaluations
• Reporting that forces transparency


2020 Speakers

Dennis Gogarty
President, Raffa Wealth Management