Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity

Training Provided by Lorman Education Services nEstablishing and maintaining investment policies that fall in line with the needs, risk tolerance and portfolio management capacity of your organization are critical to its success. At this teleconference we will take a strategic look at the components that contribute to creating strong investment policies. Included will be discussions on understanding the needs of your organization, spending rates, communications with your board committee and other stakeholders, the treatment of unrestricted and restricted funds, endowment fund accounting and performance measures. n nYou will be guided through the investment policy process from both a managerial and accountant perspective. This teleconference will provide you with the skills to develop policies to support and expand your current portfolio of funds. You will walk away from this event with the following knowledge: the impact of short-term and long-term goals on investments policies; endowment fund accounting best practices and compliance updates; the role of the investment committee and how to work with them on determining policies; a deeper understanding of how to treat unrestricted, temporarily restricted and permanently restricted funds differently; and adherence to policies and communicating a consistent message.

Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity Agenda

1. Understanding Organizational Financial Needs
1. Short-Term Needs
2. Long-Term Needs
2. Spending Rates
1. Strategic Overview
3. Working With Your Board Committee
1. Determining Investment Policies
2. Determining the Investment Committee's Role
4. Treating Funds Differently
1. Unrestricted Reserves
2. Temporarily Restricted Balances
3. Permanently Restricted Endowments
5. Accounting for Endowment Funds
1. Updates
2. Best Practices
6. Adhering to the Policy and Communicating a Consistent Message

About The Training Provider: Lorman Education Services

More Non-Profit Training from Lorman Education Services

• Achieving Clarity and Value From Nonprofit Financial Reporting, Ratio Analysis and Benchmarking
• Effective Fundraising Techniques for Nonprofit Organizations
• Effective Program Evaluation for Nonprofits
• Form 990 And Unrelated Business Income
• Fraud and Embezzlement in Non Profits: How it Happens and How to Prevent It!
• Grant Applications From Beginning to End
• Hot Topics for 501(c)(3) Organizations
• IRS Guidelines for Good Governance for 501(c)(3) Organizations
• Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA)
• Not-For-Profit Organizations
• Obtaining and Sustaining a Tax-Exempt Status
• Retirement Benefit Solutions For Nonprofit Organizations and Government Entities
• Tax-Exempt Organizations
• Unrelated Business Income Tax - Tax Information for Charities and Other Nonprofits