Self-Paced Online
How to Create Effective Investment Policies for Associations
Published by Colorado Society of Association Executives
and Kentucky Society of Association Executives
and Kentucky Society of Association Executives
Learning Objectives
- Determine best practices to support volunteers in their oversight and decision making related to their investment reserves.
- Identify how to instill discipline and remove emotion from the investment decision making process through key investment policy provisions.
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$45
for Member
$75 for Non-member
Duration: 60 minutes
Register now for immediate access to this program.
Already Registered?
$75 for Non-member
Duration: 60 minutes
Register now for immediate access to this program.
Already Registered?
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Questions?
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If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.
Summary
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.
SWOD-23435
Presenters
Originally Published
December 17, 2024
Program Titles and Supporting Materials
This program contains the following components:
Media Files- How to Create Effective Investment Policies for Associations - Video
Downloadable Files- How to Create Effective Investment Policies - Handout
- Raffa Sample IPS - Handout
- Mastering the Ups and Downs Policy Language - Handout
How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed
internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like.
Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below).
If electing credit for this program, registrants in jurisdictions not listed below will receive a
Certificate of Completion that may or may not meet credit requirements in other jurisdictions.
Where applicable, credit will be only awarded to a paid registrant completing
all the requirements of the program as determined by the selected accreditation authority.
Refund Policy
SeminarWeb and Kentucky Society of Association Executives programs are non-refundable.
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