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Self-Paced Online

How to Create Effective Investment Policies for Associations

Published by Colorado Society of Association Executives
and Wyoming Society of Association Executives
Learning Objectives
  • Determine best practices to support volunteers in their oversight and decision making related to their investment reserves.
  • Identify how to instill discipline and remove emotion from the investment decision making process through key investment policy provisions.



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$45 for Member
$75 for Non-member

Duration: 60 minutes

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Summary

This session will help attendees identify how to make their organization’s investment policies clear, concise, and actionable. Raffa Investment Advisers will outline the key policy components that allow for effective oversight and make accountability possible. In addition, they will review how to run an effective Investment Committee meeting and highlight the information that your committee members must review to verify policy compliance and fulfill their oversight responsibilities.

SWOD-23435

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

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

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


Originally Published
December 17, 2024

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

  • Media Files
  • How to Create Effective Investment Policies for Associations - Video

  • Downloadable Files
  • How to Create Effective Investment Policies - Handout
  • Raffa Sample IPS - Handout
  • Mastering the Ups and Downs Policy Language - 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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