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
Peer Meeting
23
Jul
Communications Peer Community
Virtual Meeting
Peer Meeting
25
Jul
Grantmaking Peer Community
Virtual Meeting
Peer Meeting
26
Jul
Young Leaders in Philanthropy Peer Community
Virtual Meeting
Policy
29
Jul
Legislative Roundtable - Northeast Region
Fort Wayne, IN