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How to Create Effective Investment Policies for Associations

What You Will Learn

Determine best practices to support volunteers in their oversight and decision making related to their investment reserves.
Identify how to instill discipline and remove emotion from the investment decision making process through key investment policy provisions.

Share this program:

What You Will Learn

Determine best practices to support volunteers in their oversight and decision making related to their investment reserves.
Identify how to instill discipline and remove emotion from the investment decision making process through key investment policy provisions.

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Price

$45 for Member
$75 for Non-member

60 minutes

Date Published

December 17, 2024

Publisher

Colorado Society of Association Executives

Subjects

Finance, Investing

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

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Summary

This session will help attendees identify how to make their organization’s investment policies clear, concise, and actionable. Raffa Investment Advisers will outline the key policy components that allow for effective oversight and make accountability possible. In addition, they will review how to run an effective Investment Committee meeting and highlight the information that your committee members must review to verify policy compliance and fulfill their oversight responsibilities.

SWOD-23435

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Presenters

Ryan Frydenlund, CIMA, CIPM

Director of Operations - Raffa Investment Advisers

Ryan Frydenlund is the Director of Operations at Raffa and helps ensure the firm delivers a consistent, well-run client... Read More

Dennis P. Gogarty, CFP, AIF

Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Investment... Read More

Mark P. Murphy, CFA

Chief Investment Officer - Raffa Investment Advisers

Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. In this role, Mark supports all areas of the firm’s... Read More

Program Titles and Supporting Materials

This program contains the following components:

Media Files

How to Create Effective Investment Policies for Associations - Video

Downloadable Files

How to Create Effective Investment Policies - Handout

Raffa Sample IPS - Handout

Mastering the Ups and Downs Policy Language - Handout

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Refund Policy
SeminarWeb and Texas Society of Association Executives programs are non-refundable.

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