Finance & Investments

This session covers the following topics:

  • Fiscal responsibility
  • Investment/Finance/Audit committee(s)
  • Investment & spending policies
  • Working with investment professionals
  • Asset allocation
  • UPMIFA
  • Investment RFP
  • Fund accounting
  • Financial reports to board
  • Operating budget
  • Reporting
  • Audit
  • Tax compliance
  • Public support test
Date & Time: 
Thursday, November 3, 2022 -
2:00pm to 4:00pm EDT