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RAFFA Training Seminars and Financial Software Classroom Training
Strategies for Addressing Defined Benefit Challenges in 2010 Date: Tuesday, September 21, 2010 Time: 12:00pm - 1:30pm Join the professionals at RAFFA and Barry Young with Principal Financial Group as we explore a new paradigm in pension plan investing, known as Liability Driven Investing. This new investment strategy is rapidly emerging in the US, spurred by regulatory, business and market developments that are reducing the attractiveness of the traditional, asset-driven investment approach. We will discuss the Pension Protection Act and its effect on Defined Benefit Pension Plans. Many nonprofits do not know what to do to remain compliant under the new laws or how to invest with the recent downturn in the economy. This seminar will be especially helpful to larger npos. Presented by Raffa Financial Services, Inc. and Principal Financial Group Backups and Disaster Recovery Date: Wednesday, September 22, 2010 Time: 8:30am - 11:30pm Why back up your data? Why is it so important? Organizations need to think about what lost data will cost you (lost customers, orders, image, budget, morale and time). Data is generally regarded as a company's first or second most valuable asset -- right on par with people. Equally important with backing up data is the ability to recover that same data and recover it in a timely fashion to keep your business up and running. Please join the RAFFA Technology team as they discuss best practices on what data to back up and suggested approaches to prevent this catastrophe from happening. Presented by Nate Solloway, RAFFA Technical Outsourcing Manager Performance Management Date: Tuesday, September 28, 2010 Time: 9:30am -11:00am Learn how to better prepare for evaluation meetings and how to initiate ongoing performance dialogs with staff!!! Explore common evaluation pitfalls, review some common elements of a good performance evaluation system, and discover best practices for goal-setting, communicating expectations, and effectively addressing performance deficits. This session will cover setting expectations and the tone of performance on day one, addressing poor performance, conducting an effective evaluation meeting, how avoiding conflict can hurt your staff and your organization. Presented by Patricia Williams, RAFFA HR Outsourcing Senior Manager Accounting System Comparison Date: Thursday, September 30, 2010 Time: 8:30am - 11:30am Selecting financial software can be a daunting task. Where do you start? How do you obtain the functionality you need now, and plan for future upgrades? How do you add or upgrade your existing financial software package without interruption to your current accounting function? In order to select the most effective financial software for your organization, you first need to fully understand your requirements, objectives, and options. Presented by Seth Zarny, PARTNER, RAFFA Technology
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