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
