Register Now! Strategic Stewardship: Investing with Purpose and Mission Alignment
Register Now for:
Strategic Stewardship: Investing with Purpose and Mission Alignment
Date: October 30 @ 12:00 – 1:00 pm ET
As foundations and not-for-profit organizations (NFPs) seek to align their investment portfolios with their mission, the path forward must be both value-driven and operationally sound. Join YPTC and guest speakers from Clark Nuber and RTD Financial for a panel discussion exploring how NFPs can integrate purposeful investing into their broader organizational strategy while maintaining tax efficiency, strong governance, and robust internal reporting. Our panel of experts will share real-world experiences to help your organization address the complexities of mission-aligned investing with confidence and compliance.
Who Should Attend: Finance executives, senior leaders of foundations and not-for-profit organizations, board members, and investment committee members.
Learning Objectives:
- Align your investment policies with your mission while ensuring compliance and transparency.
- Apply practical investment strategies to implement impact investments and manage risks effectively.
Participants will earn 1.0 CPE credit in Finance.
To receive credit, attendees must respond to three out of the four poll questions asked during the program.
Additional Information
Prerequisites: There are no prerequisites for this program.
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Internet Based
Field of Study: Finance
