WEBINAR: Make your Nonprofit’s Investment Policy Statement Exceptional

April 11, 2022 HoganTaylor

Join us on Tuesday, May 17th at 11:30 a.m. for "Make your Nonprofit’s Investment Policy Statement Exceptional," a webinar designed to provide participants with tools to help their organizations build a truly useful investment policy statement that is crucial for many nonprofit organizations. 


📆 May 17th 2022 from 11:30 a.m. to 12:30 p.m.

🌐 Remote Webinar

✅ 1 CPE Credit Available (Management Services)


About the Program:

This course will provide participants with tools to help their organizations build a truly useful investment policy statement that is crucial for many nonprofit organizations. Additionally, the webinar will address navigating the creation of an investment structure and delivering a beneficial investment policy statement to help lead current and future generations of leadership.

The presenters for this webinar are HoganTaylor Wealth Partners Matt Bacon & Adam Leavitt.


Learning Objectives:

Upon completion of this course, participants will be able to:

  • Define who takes ownership in creating, editing and implementing an investment policy statement for your organization.
  • Identify key items to consider including in your organization's investment policy statement.
  • Assess how to balance resources for today, tomorrow and 10+ years from now.
  • Determine when to consider investments that are outside of the public space.

Additional Information:

Who Should Attend: Nonprofit Trustees, Board of Directors, CFOs, Controllers, COOs, Executive Directors, High-level Financial Staff, Finance Committee Members, Community Foundation staff working with Nonprofits

Prerequisites: Individuals with fiduciary, management, or oversight responsibility of the investment assets of nonprofit organizations.

Cancellation Policy: Registration is required. HoganTaylor reserves the right to limit registration at anytime. For more information regarding concerns and program cancellation policies, please contact Stacy Mendenhall at (918) 388-2621.

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet Based

CPE: Qualifies for 1 CPE credit hour; Field of Study:  Management Services


HoganTaylor LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

How HoganTaylor Can Help

The HoganTaylor Nonprofit team of business advisors and CPAs is comprised of former CFOs, controllers, and industry experts with extensive experience providing the guidance organizations need to lean forward again in their leadership. If you have any questions about this content, or if you would like more information about HoganTaylor’s Nonprofit practice, please contact the Jack Murray, CPA, Nonprofit Practice Lead, at jmurray@hogantaylor.com.

INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.

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