Wednesday, November 10 | 1:00 - 2:00 PM CST | 1.0 CPE | GoToWebinar

Join our Sikich Not-For-Profit services team as Andrew Paoni, MBA, CFP®, CFA, CPFA®, partner with Sikich LLP and lead of the Sikich Financial* team, will review the types of not-for-profit investment accounts and discuss best practices for oversight of these accounts, including:

  • Review of the key components of an Investment Policy Statement, including asset allocation, diversification and spending policy for distribution
  • Key roles of the Board in fiduciary review
  • Overview of the current market landscape and the impact of your decisions for 2023

*Advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.

Sikich LLP | 1415 W. Diehl Rd., Suite 400, Naperville, IL 60563 |