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On-Demand Webinars
From Oversight to Insight
The Role of the Finance Committee
What You Will Learn
- Define the key fiduciary responsibilities of the finance committee and understand how they align with the organization’s investment policy and mission
- Identify prudent practices for monitoring risk, performance, and policy compliance—including benchmarking and fee evaluation
- Leverage peer benchmarking data to evaluate investment outcomes and governance effectiveness relative to similar organizations
- Demonstrate how to use the Study on Nonprofit Investing Dashboard to inform Board discussions, validate fiduciary decisions, and strengthen transparency.
- Develop actionable governance and reporting strategies to make fiduciary oversight more efficient and accountable
What You Will Learn
- Define the key fiduciary responsibilities of the finance committee and understand how they align with the organization’s investment policy and mission
- Identify prudent practices for monitoring risk, performance, and policy compliance—including benchmarking and fee evaluation
- Leverage peer benchmarking data to evaluate investment outcomes and governance effectiveness relative to similar organizations
- Demonstrate how to use the Study on Nonprofit Investing Dashboard to inform Board discussions, validate fiduciary decisions, and strengthen transparency.
- Develop actionable governance and reporting strategies to make fiduciary oversight more efficient and accountable
Register now for immediate access to this program.
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Price
$45 USD
for Association Members
$75 USD
for Non-members
60 minutes
Date Published
March 5, 2026
Publisher
Colorado Society of Association Executives
Subjects
Finance
Questions
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Summary
As an association executive, your Board relies on you and the finance committee to uphold the organization’s fiduciary duty—protecting assets, ensuring transparency, and aligning investments with purpose and policy. But in today’s dynamic environment, effective fiduciary oversight requires more than good intentions—it requires good data.
In this interactive session, we’ll explore the evolving role of the finance committee in stewarding organizational assets and examine the principles of prudent fiduciary oversight. Participants will also get a first look at Raffa Investment Advisers’ new Study on Nonprofit Investing (SONI) Peer Benchmarking Dashboard, designed to help associations measure how they compare to their peers and industry best practices on key indicators of financial health. We’ll demonstrate how association executives can use this tool to drive data-informed discussions with Boards, justify investment decisions, and strengthen fiduciary accountability.
You’ll leave with actionable steps to align your investment policies, improve committee effectiveness, and confidently guide your Board toward stronger financial stewardship.
SWOD-27154
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Program Titles and Supporting Materials
This program contains the following components:
Media Files
From Oversight to Insight - Video
Downloadable Files
From Oversight to Insight - Handout
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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.
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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.
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MSAE is a CAE Registered Provider. The programs in this catalog meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program offered which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.
Note: Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. There are no specific individual courses required as part of the applications – the selection of eligible education is up to the applicant based on his/her needs.