Protect your constituents, stakeholders and yourself by understanding the rules and best practices associated with investment policies and reserves.
Nonprofits of all types and sizes are entrusted by donors, members and other organizational supporters with fiduciary oversight over reserves and endowments for use in achieving their missions. Ensuring the proper policies, management and governance oversight associated with these funds; typically the most significant and liquid asset of any nonprofit, is essential to stakeholders and public confidence as well as legal and regulatory compliance. It is therefore key for nonprofit financial management professionals and those charged with governance over these funds to understand the rules and best practices associated with investment policies and reserves to protect their constituents, stakeholders and themselves.
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Agenda
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Faculty
Christopher M. Schuch, MBA, CFP®
Mariner Wealth Advisors
- Senior wealth advisor with CliftonLarsonAllen LLP
- He works with individuals to provide financial planning, investment and insurance services; he also works with CLA’s Institutional Investment and Retirement Plan teams to assist organizations with investing reserves, strategic planning, developing investment policy statements, and designing and implementing retirement plans
- Since joining CLAWA he has worked closely in the firm’s Public Sector Group, not-for-profit and other institutional clients to review retirement plans and institutional reserve/operating accounts; specifically reviewing Investment Policy Statements and strategic goals to help ensure that investment assets are working for organizations in a manner that furthers their mission and vision
- Prior to joining CLAWA in 2012, he worked with J.P. Morgan Chase as part of the Private Wealth Management group
- A Certified Financial Planner™ and holds FINRA Series 7, 63 and 65 licenses
- B.S. degree in business administration, Elizabethtown College
Mona M. Birchfield, CPA
CliftonLarsonAllen LLP
- Manager in the Nonprofit Outsourcing Practice of CliftonLarsonAllen LLP
- 18 years of experience, with 16 years being exclusively with not-for-profit organizations
- Has comprehensive knowledge of all areas of not-for-profit accounting including audit, regulation, accounting services, and consulting
- A wealth of experience in developing accounting policies and procedures manuals, and finance and accounting systems
- Specializes in Intacct and Bill.com, and is certified in both; she also holds a Not-for-Profit I and II certificate from the American Institute of CPAs, for which she has been a member of since 2010
- A volunteer of American Corporate Partners; American Corporate Partners (ACP) is a 501(c)3 organization focused on helping returning veterans find their next careers through one-on-one mentoring, networking and online career advice
- Technical experience includes cloud-based financial management systems and nonprofit entities
- M.S. degree in interdisciplinary studies, University of Maryland, College Park, MD; B.S. degree in accounting, with a minor in business administration, University of Maryland, College Park, MD
- Can be contacted at 571-227-9546 or [email protected]
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