UNA - Building a Strong Financial Base
Join UNA and our partners at Bernstein Private Wealth for a training on how to build a strong financial base, and learn why investments are important in building organizational stability.
This training will be a one hour session with the addtional time set aside for participant questions.
What Will You Learn?
a. Defining withdrawal/expense needs and time horizon
I. Cash flow planning and budgeting
b. Developing a strategic strategy to meet short, intermediate, and long-term needs
I. What investments would be appropriate for each strategy
c. Building an investment policy statement
I. If there is a capacity to invest for longer time horizons what criteria should be included and excluded
Who Should Attend?
Executive Directors, CFOs, Accounting and Finance staff, Development staff, HR staff, and anyone else who would benefit from learning about investment strategy for your nonprofit.
Cost
UNA Members: $25 | Not-Yet-Members: $50
