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Investing for Impact: A Guide to Not-for-Profit Investment Policies (at the 2023 GWSCPA Nonprofit Symposium)
December 12, 2023 @ 8:00 am - 8:50 am Eastern
Judith P. Barnhard, CPA, CFP®, CDFA® , executive vice president and director of professional services, wealth management and financial planning, and Stephanie Anderson, CFA, CFP®, CDFA®, manager of divorce financial planning and wealth management, will present on Investing for Impact: A Guide to Not-for-Profit Investment Policies at the 2023 GWSCPA Nonprofit Symposium. Their session is scheduled from 8:00 am to 8:50 am.
Judy and Stephanie will address the foundation of an investment policy for not-for-profit organizations and how to create one. They will also 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.