Improving Financial Stewardship

Friday, 3:30 – 4:45 PM

Presented by: Bryan Taylor

A look at some of the key aspects of treasury management, from minimizing unproductive cash to policies and management of both short-term and long-term investments. We’ll provide a general economic update and review of the key factors and risks affecting the market in 2019 and beyond, with an eye on future trends. We will also discuss a best practice approach to the management of current reserves, gifts, donor advised funds and other asset pools in today’s challenging market environment.

Learning objectives:

  • Evaluate opportunities for enhanced cash management in today’s unique interest rate environment
  • Explain the benefits of incorporating a cash management policy for your organization
  • Assess the viability of various investment options as they relate to specific reserve pool parameters and objectives
  • Analyze the current economic and investment environment and its potential effect on investment decision making”

Primary Audience: CFOs, controllers, executive leadership, board members

CPE 1.5 hours Management Services


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