Investment Policies and Practices for Nonprofits

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Wednesday, May 3, 202312 - 1PM

Zoom Video Conference

Members $20Non Members $35

Even small nonprofits can generate excess cash. This excess cash may need to be invested for the short term until it can be used for a capital improvement or can be the start of a longer term endowment fund.

Experts from the financial advisory industry, including Brian Jankowski CFA, will provide suggestions on creating an investment policy and executing an investment plan.

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