How to Create Effective Investment Policies for Associations

Speakers: Ryan Frydenlund, CIMA, CIPM; Dennis P. Gogarty, CFP, AIF; Mark P. Murphy, CFA

1 Hour CAE

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.

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.