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Self-Paced Online

From Oversight to Insight

The Role of the Finance Committee

Published by Colorado Society of Association Executives
and Wyoming Society of Association Executives
Learning Objectives
  • Define the key fiduciary responsibilities of the finance committee and understand how they align with the organization’s investment policy and mission
  • Identify prudent practices for monitoring risk, performance, and policy compliance—including benchmarking and fee evaluation
  • Leverage peer benchmarking data to evaluate investment outcomes and governance effectiveness relative to similar organizations
  • Demonstrate how to use the Study on Nonprofit Investing Dashboard to inform Board discussions, validate fiduciary decisions, and strengthen transparency.
  • Develop actionable governance and reporting strategies to make fiduciary oversight more efficient and accountable



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$45 for Association Members
$75 for Non-members

Duration: 60 minutes

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Summary

As an association executive, your Board relies on you and the finance committee to uphold the organization’s fiduciary duty—protecting assets, ensuring transparency, and aligning investments with purpose and policy. But in today’s dynamic environment, effective fiduciary oversight requires more than good intentions—it requires good data.

In this interactive session, we’ll explore the evolving role of the finance committee in stewarding organizational assets and examine the principles of prudent fiduciary oversight. Participants will also get a first look at Raffa Investment Advisers’ new Study on Nonprofit Investing (SONI) Peer Benchmarking Dashboard, designed to help associations measure how they compare to their peers and industry best practices on key indicators of financial health. We’ll demonstrate how association executives can use this tool to drive data-informed discussions with Boards, justify investment decisions, and strengthen fiduciary accountability.

You’ll leave with actionable steps to align your investment policies, improve committee effectiveness, and confidently guide your Board toward stronger financial stewardship.

 

SWOD-27154

Presenters
Ryan Frydenlund, CIMA, CIPM
Director of Operations - Raffa Investment Advisers

Ryan Frydenlund is the Director of Operations at Raffa and helps ensure the firm delivers a consistent, well-run client... Read More

Mark P. Murphy, CFA
Chief Investment Officer - Raffa Investment Advisers

Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. In this role, Mark supports all areas of the firm’s... Read More

Dennis P. Gogarty, CFP, AIF

Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Investment... Read More


Originally Published
March 5, 2026

Program Titles and Supporting Materials
This program contains the following components:

  • Media Files
  • From Oversight to Insight - Video

  • Downloadable Files
  • From Oversight to Insight - Handout

How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

 Click on jurisdiction for specific details  
CAE


Refund Policy
SeminarWeb and Wyoming Society of Association Executives programs are non-refundable.

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