Webinar | Navigating 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.


---
Investment products are not a deposit, not FDIC-insured, not insured by any federal government, not guaranteed by the bank, and may go down in value.


Park Capital Management, LLC (“PCM”), an SEC Registered Investment Advisor. The investment products and services offered by PCM are independent of the products and services offered by The Park Bank and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Park Capital Management, LLC (“PCM”) is affiliated with The Park Bank.


Introduction – 0:00-8:12
Accounting Considerations – 8:12-14:09
Investment Policy – 14:09-19:10
Accounting Considerations – 19:10-24:11
Internal Controls – 24:11-27:54
Reserves – 27:54-30:22
Investment Considerations – 30:22-31:54
Why Planning is Important to Nonprofits – 31:54-35:45
Why Nonprofits Invest – 35:45-45:01
Risk Management – 45:01-50:01
Q&A – 50:01-59:49
Wrap Up – 59:49-1:01:11