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Creating Fiscal Policies for Your Nonprofit: Investment Policies and Reserve Funds

 

Understand 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 is essential to stakeholder and public confidence as well as legal and regulatory compliance. It is 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.

Agenda

Faculty

Mona M. Birchfield, CPA

Mona M. Birchfield, CPA

CliftonLarsonAllen LLP

  • Principal in the Nonprofit Outsourcing Practice of CliftonLarsonAllen LLP
  • 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; 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
  • Technical experience includes cloud-based financial management systems and nonprofit entities
  • American Institue of Certified Public Accountants; board of directors, Northern Virginia Chamber of Commerce, July 2020
  • M.S. degree in interdisciplinary studies, University of Maryland, Adelphi, MD; B.S. degree in accounting, with a minor in business administration, University of Maryland, Adelphi, MD
  • Can be contacted at 571-227-9546 and [email protected]
James Mari, CFP®, CEPA®

James Mari, CFP®, CEPA®

CliftonLarsonAllen LLP

  • Senior Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC
  • Assists clients of the firm in all areas of financial planning and investing; works with small business owners and individuals who are concerned about paying too much in taxes, transitioning their business to the next generation and/or turning the transition of their business into an income stream in retirement
  • Specializes in transferring wealth in the most tax-efficient manner
  • In his 27 years in the financial services industry, he has served in many different capacities, which allows him to address financial planning from several different angles; he is also an Owner Transition Advisor, which allows him to assist business owners in developing a plan to increase business value and plan for a smooth transition, both emotionally and financially
  • B.S. degree in marketing, West Chester University; holds FINRA series 6, 7, 63 and 65 licenses, and Life and Health and Property and Casualty insurance licenses; attained Certified Financial Planner and Certified Exit Planning Advisor designations
  • Can be contacted at 267-419-1649 or [email protected]

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