How to Navigate Investments for Nonprofits

For nonprofit organizations, investments can often be complex and difficult to maneuver. Whether it is creating or reviewing investment policies, determining what information your board needs to see, or understanding how your assets are invested and the returns they are generating, navigating the investment world can be daunting.

Join Mike Hablewitz, Wegner CPAs, and John Friar, Park Capital Management, as they provide you useful techniques on how to get started and how to create a consistent management routine for those who already have an investment portfolio.