Finance & Investments

This session covers the following topics:

FINANCE & INVESTMENTS

  • Fiscal responsibility
  • Investment/Finance/Audit committee(s)
  • Investment & spending policies
  • Working with investment professionals
  • Asset allocation
  • UPMIFA
  • Investment RFP
  • Fund accounting
  • Financial reports to board
  • Operating budget
  • Reporting
  • Audit
  • Tax compliance
  • Public support test
Date & Time: 
Wednesday, March 9, 2022 -
1:00pm to 3:00pm EST
Webinar
25
Mar
Virtual Watch Party: Federal Budget & Tax Outlook
Policy
27
Mar
2025 Day at the Statehouse
Indianapolis, IN
Member Call
28
Mar
Luminaries: Conversation with Indiana Education Secretary Dr. Katie Jenner
Virtual Meeting
Webinar
08
Apr
Laying the Foundation Part Three: Aligning Your Vehicles with Your Values
Virtual + Recording