Fiduciary Update: Best Practices for Overseeing Association Investments

Fiduciary Update: Best Practices for Overseeing Association Investments

Event Information

Date(s):

Jun 28, 2018 - Jun 28, 2018

Time:

12:00 PM - 1:00 PM

Location:

Online

United States

CAE Hours:

1

Levels:

Strategic

Member Price:

$0.00

NonMember Price:

$0.00

Access Points:

0

Description

Swings in the financial markets, new rules and regulations, and the increasing importance of association reserves have led to greater scrutiny of association staff and volunteer leaders who are involved with these assets. In this installment of the “Ask the Investment Experts” webinar series—sponsored by the ASAE Endowment, Foundation, and Investment Reserves Program—you’ll gain key insights and learn best practices for the management of association investments that will help keep you and your organization in compliance.

This webinar will provide specific, ready-to-use tips to help you

  • understand and satisfy the latest fiduciary duties
  • put in place procedures to ensure that roles and responsibilities are appropriately assigned and codified
  • manage costs and better evaluate the performance of your investment assets.