This session covers the following topics:
- 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:
Thursday, February 9, 2023 -
10:30am to 12:30pm EST