You're Invited to Our 2014 Not-For-Profit Seminar Series: Series I

Find Out More at Our Complimentary 2014 Not-For-Profit Seminar Series: Series I

Changing Times: Best Practices in Investment Management and Fraud Prevention

In this two hour update, we are pleased present a panel of experts to discuss today’s challenging investment environment and its effect on not-for-profit organizations, including a review of 2013 investment performance and best practices for prudent endowment management in areas such as governance, the investment process, and portfolio construction. The panel will include:

  • Richard Charlton, Chairman, NEPC
  • John Montgomery, Managing Partner and Portfolio Strategist, Westfield Capital Management
  • Mark Wetzel, President, Fiduciary Investment Advisors
  • Moderator: David Harris, Chief Investment Officer and Managing Director, Rockefeller & Co.

In addition, John Mulvaney, Director at CBIZ Tofias and Leader of the Forensic, Litigation and Valuation Services Group, will lead a discussion regarding fraud in the not-for-profit sector and steps to protect your organization’s exposure to fraud.

Space for this free seminar is limited and is available on a first come, first served basis. Complete and submit the form to the left today to guarantee a spot for you and other finance team members! You can also contact Chrissy Hammond, Marketing Specialist, at 617.761.0580 to register.

Choose from two locations and dates (Please note the new location for the Boston seminar below):

S  Marketing NFP Seminar Series 2014 NFPLocations2

2 CPE credits available.