Investment Strategies: Lessons from the Recent Financial Crisis
Thursday, Feb. 18 2010
11 a.m. - Noon EST
Web seminar
View recording of this Web seminar
No one was immune to last year's financial crisis, but some not-for-profit organizations are applying lessons learned to emerge with stronger investment governance structures. How will you demonstrate proactive risk management to donors and trustees if a new period of market weakness occurs?
Join us as George Dunn, executive director of Convergent Wealth Advisors, discusses the current market outlook and investment strategies that not-for-profit organizations should consider as they face recovery. In addition, Susan Davis, managing director of RSM McGladrey, will discuss recent changes to accounting standards (Topic 820) that will impact how investments are disclosed on the organizations financial statements.
On this webcast, you will learn:
- What the financial crisis has taught us about setting appropriate asset allocation guidelines
- How to balance long-term strategic growth requirements with short-term operational spending needs
- Which tools to use to "stress test" multiple scenarios
- How Topic 820 impacts investment disclosures in the financial statements
