Webinar for non-profits recovering from the financial crisis
No one was immune to last year’s financial crisis, but some not-for-profit organizations are applying lessons learned to emerge with stronger investment governance structures. How will you demonstrate proactive risk management to donors and trustees if a new period of market weakness occurs?
Join George Dunn, executive director of Convergent Wealth Advisors, as he discusses the current market outlook and investment strategies that not-for-profit organizations should consider as they face recovery. In addition, Susan Davis,managing director of RSM McGladrey, will discuss recent changes to accounting standards (Topic 820) that will impact how investments are disclosed on the organizations financial statements.
On this webcast you will learn:
- What the financial crisis has taught us about setting appropriate asset allocation guidelines
- How to balance long-term strategic growth requirements with short-term operational spending needs
- Which tools to use to “stress test” multiple scenarios
- How Topic 820 impacts investment disclosures in the financial statements
Who should attend: Not-for-profit executives interested in useful investment strategies to consider when proactively managing risk in investment strategies.
Webcast details: February 18, 2010; 10:00 a.m. – 11:00 a.m. CT (8:00 a.m. – 9:00 a.m. PT). Registration will close Tuesday, February 16 at 5:00 p.m. PT. Late registrations will not be processed. One (1) CPE credit available. (Participants must be logged in for a minimum of 50 minutes via phone and web with first and last name in order to receive CPE credit.)
For more information, please contact RSM McGladrey's Angela Franklin at 800.537.7178.