May 13 to July 5, 2024
This course focuses on (re)developing a maintenance plan.Register
Wondering how to take the first step towards investing non-profit assets? In this session we will explain the importance of establishing an Investment Policy and their benefits. Gain an understanding of what components go into the policy and how to develop one. Providing an in-depth look at the various sections and what decision criteria are used to set the Investment Policy parameters. Come join us to learn how a clearly articulated Investment Policy can help your non-profit achieve its strategic mission with a well-defined investment strategy.
Micheal Ames, Investment Funds Advisor
Encasa Financial Inc; email@example.com
With over 12 years experience in the financial services industry. Mike helps non-profit housing providers develop and implement investment strategies for their capital reserves. With a deep understanding of how to incorporate building condition assessments and capital plan into an investment strategy that is suitable for each non-profit. He holds a BBA and is a CERTIFIED FINANCIAL PLANNER professional.
December 6, 2022
9:30am - 10:30am
Registration Start/End Date:
Register Today! This session will also be recorded for our library.