Judith P. Barnhard, CPA, CFP®, CDFA®, an executive vice president and director of professional services, wealth management and financial planning at CBM, and Stephanie Anderson, CFA, CFP®, CDFA®, manager of divorce financial planning and wealth management at CBM, are scheduled to present on December 12 at the 2023 Greater Washington Society of CPAs Nonprofit Symposium.
Their session, entitled Investing for Impact: A Guide to Not-for-Profit Investment Policies, is scheduled from 8:00 – 8:50 am, will address the foundation of an investment policy for not-for-profit organizations and how to create one. The presenters will delve into investment policy best-practices to ensure attendees are equipped with the knowledge they need to support their organizations’ financial impact on their communities.
CBM will also serve as a bronze sponsor at this year’s symposium. Click here to learn more about CBM’s not-for-profit expertise including experience.
Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
