STEWARDSHIP OF YOUR ORGANIZATION'S INVESTMENTS

Wednesday, November 9 | 10:00 - 11:00 AM 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.

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Section 4: Rabbit Hole FAQs

What's a Rabbit Hole?

A rabbit hole is a place you go to see magic things.

Is it Dangerous?

It's only dangerous if you're not prepared to experience exciting things.

Is This Thing Real?

Why don't you come down the rabbit hole and join me. I'll let you decide if it's real.

What If I Don't Go Down?

Well, I can say that you won't have as much of an enjoyable experience as you would otherwise.

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