Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

*NON-PROFIT EXCLUSIVE: Fiduciary Training for Nonprofits: The How To’s of Investment Oversight

Nonprofit executives and board members know their fiduciary role is important, but when it comes to investments they don’t always know exactly how to fulfill their financial oversight duties.

Dennis Gogarty, President, and Mark Murphy, Chief Investment Officer of Raffa Wealth Management, reveal practical tips that allow participants to gauge if they are effective stewards of their organization’s assets. Participants will leave with an understanding of the various steps they can take to ensure their organization’s investments are well-managed.

Board/Finance Committee members and nonprofit executives are invited to and join us for this dynamic and engaging seminar. This training will cover:

1. What is the role of a fiduciary?

2. What are prudent practices for nonprofit investment stewards?

3. Setting up key governance procedures.

• How to insure a strong Investment Policy Statement (IPS) is in place

• How to review a portfolio for IPS compliance

4. How to objectively monitor risk & performance.

• Measuring risk

• How do returns correspond with risk

• Portfolio benchmarking

• Monitoring alternative investments

Raffa Wealth Management
Dennis Gogarty, President
Mark Murphy, Chief Investment Officer
9/19/2017 9:00 AM EST
9/19/2017 10:30 AM EST
Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
Breakfast
Nonprofit Finance
2
Group-Live
Participants will gain an understanding of what is needed to be a successful fiduciary.
Intermediate
None.
None.
No
​"The speaker was able to impart the technical topic in an easily understood manner for those non-tech people attending. He responded to questions well, and helped people understand both the issues and solutions."

Raffa Learning Community Attendee