How Much Should Associations Hold in Reserve?
Calculating Your Target Reserve Level

Speaker: Ryan Frydenlund, CIMA, CIPM & Dennis P. Gogarty, CFP, AIF

1 Hour CAE

Keeping reserves for a “rainy day” is a good practice for all associations, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? The answer is: it depends. Each association is unique and can experience distinct unexpected circumstances that may affect its long-term financial health.

This session focuses on how to conduct a risk assessment that will assist your association in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for your unique organization.

Whether you are in the initial phases of creating your nest egg or re-evaluating longstanding reserve levels, this session is for you.

Registration Fees:

$45 for Members
$75 for Non-members 

Register Now

Questions? Call 317-328-4636 or email [email protected] 

ISAE is a CAE Registered Provider. The program(s) linked above meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer that has been approved for CAE credit will clearly identify the number of CAE credits granted for full participation. We will maintain records of your participation in accordance with CAE policies. For more information about the CAE credential or Registered Provider program, please visit www.asaecenter.org/cae.