Self-Paced Online

Recession Panic?

How Effective Associations Respond When Markets Drop

Published by Colorado Society of Association Executives
and Kentucky Society of Association Executives
Learning Objectives
  • Gain insights into the current market environment and understand how it compares to historical trends, helping you make informed decisions in uncertain times
  • How implementing clear, structured investment policies can help you maintain discipline and consistency, even in volatile markets
  • Understand the importance of downside protection guidelines in your investment policy
  • Develop a portfolio rebalancing policy that will help you master the ups and downs of investing





Summary

2025 has started off with significant stock market volatility. Will your investment policy protect your reserves? Will it drive effective action? Nonprofit investment policies provide critically important structure and guidelines while allowing for strategic value-add. This session is designed to provide nonprofit leaders with the essential policy language that will help protect their reserves from the impacts of stock market fluctuations – while maintaining, or accelerating, growth potential. Learn what steps you need to be considering now to shield yourself from undue risk and thrive longer term.

SWOD-24585

Presenters
Ryan Frydenlund, CIMA, CIPM
Director of Operations - Raffa Investment Advisers

Ryan Frydenlund is the Director of Operations at Raffa and helps ensure the firm delivers a consistent, well-run client... Read More

Dennis P. Gogarty, CFP, AIF

Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Investment... Read More

Mark P. Murphy, CFA
Chief Investment Officer - Raffa Investment Advisers

Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. In this role, Mark supports all areas of the firm’s... Read More


Originally Published
April 8, 2025

Program Titles and Supporting Materials
This program contains the following components:

  • Media Files
  • Recession Panic - Video

  • Downloadable Files
  • Recession Panic - Slide Handout
  • Mastering the Ups and Downs Policy Language - Handout
  • Sample Investment Policy - 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.

 Click on jurisdiction for specific details  
CAE


Refund Policy
SeminarWeb and Kentucky Society of Association Executives programs are non-refundable.

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