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Effective Investment/Finance Committee Management

Foundation and endowment portfolio management takes significant time and effort. Whether your organization uses external investment consultants or internal committees to handle the funds, portfolio decisions must be made with care. Investment/finance committee members are fiduciaries and thus are responsible for key policy and portfolio management decisions. This panel consists of three committee chairs and an investment consultant discussing effective committee best practices, and you will leave with plenty of knowledge that is relevant to other committees, too.

Date & Time: 
09/29/2022 -
9:00am to 10:15am

Auditing Your Audit

Auditing doesn’t have to be painful—really. Accounting firm CapinCrouse will provide you with strategies to manage the external auditing process and show you concrete steps to achieve a pain-free audit relationship with the firm looking over your books. They will also apprise you of upcoming changes in auditing standards and their best-practice suggestions for effective implementation. 

Date & Time: 
09/28/2022 -
10:15am to 11:30am

Leading from Where You Are

No matter your role or experience there are always opportunities to lead. Join the founder of Accent On Business, Ellen Dunnigan, to discover how to step into your own leadership, manage up, and thrive in your current role by being both intentional and influential.

Date & Time: 
09/28/2022 -
10:15am to 11:30am

The Art & Science of Making People Care

In these times of widespread divisions over issues, it can be hard to get people to care about your issue in a way that resonates and drives them to act—but it’s far from impossible. Join Francesca Jarosz Brady, strategic communications extraordinaire, to learn the process her firm, VOX Global, uses to get into the hearts and minds of audiences. Using case studies from her work with Indiana organizations, she will provide you a playbook in how to reach the right audience and develop messages that cut through the noise. 

Date & Time: 
09/28/2022 -
10:15am to 11:30am

ESG Investing: Strategies for Using It to Your Organization's Advantage

The ESG (Environmental, Social, and Governance) landscape is changing. This interactive panel discussion will dive into the basics of ESG as a set of standards for a company's behavior used by socially conscious investors and explore ESG investing specifically in greater detail. Professionals from Goelzer Investment Management will share their experiences relating to best practices for incorporating ESG into your portfolio as well as your organization; what your donors are really trying to accomplish; and how you can take strategic advantage of ESG within your organization.

Date & Time: 
09/27/2022 -
4:00pm to 5:15pm

Agency Funds: Avoiding Pitfalls and Maximizing the Opportunity

... complexities in managing them—in this interview-style session featuring experts and practitioners. While these ... procedures and recordkeeping. You’ll leave the session with a better understanding of how to avoid those ... pitfalls and maximize the benefits of these important tools.  Handouts Agency Funds: Avoiding Pitfalls and ...
Date & Time: 
09/27/2022 -
4:00pm to 5:15pm

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