Webinar: How Much Should Associations Hold In Reserve? Calculating Your Target Reserve Level

Published by Colorado Society of Association Executives

register for the webinar

What You Will Learn:

• Gain valuable insights into how much the “typical” association holds in reserve through Raffa’s Study on Nonprofit Investing for Associations.
• Understand how your organization can assess risks and opportunities to find the appropriate level of reserve.
• Learn how to build out a reserve policy that documents your review and serves as valuable context for future stakeholders.

Presenters: 
Ryan Frydenlund, CIMA, CIPM 
Ryan Frydenlund is Raffa Investment Advisers’ Director of Operations and ensures that clients receive an extraordinary level of service. Ryan has lectured or been quoted on issues impacting nonprofit & association investing for the following organizations: Marcum’s Nonprofit Learning Community, the American Society of Association Executives (ASAE), Association Forum, CalSAE, and Association TRENDS.

Dennis P. Gogarty, CFP, AIF
Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Investment Advisers in 2005. He has served as the firm’s President and lead investment adviser representative ever since. A major focus of Dennis’ career is promoting the need for increased investment education and transparency. He is the founder of the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers.

$45 for Members
$75 for Non-members