WELCOME TO MSAE'S E-LEARING PORTAL!

You are just moments away from learning and growing! 

LIVE WEBINARS: Join your association colleagues from across the nation in live webinars, which are offered at least twice a month.

ON DEMAND WEBINARS: Browse 100+ recorded webinars to learn about the topic of your choosing at the time that is most convenient for you.

VALUE PRICED: $45 for members | $75 for guests

Please note, this e-learning platform requires a separate log in than what you use on msae.org.
Select 'Register' and begin typing your first and last names and email address. (Your account will be associated with the email you have on record with MSAE.) The system should be able to identify you based on this information. If you have questions or require assistance, call 517.225.3886 or email hello@msae.info.

Share this program:

On-Demand Webinars

How Much Should Associations Hold In Reserve?

Calculating Your Target Reserve Level

What You Will Learn

  • Gain valuable insights into how much the “typical” association holds in reserve through Raffa’s Study on Nonprofit Investing for Associations.
  • Understand how your organization can assess risks and opportunities to find the appropriate level of reserve.
  • Learn how to build out a reserve policy that documents your review and serves as valuable context for future stakeholders.

Share this program:

What You Will Learn

  • Gain valuable insights into how much the “typical” association holds in reserve through Raffa’s Study on Nonprofit Investing for Associations.
  • Understand how your organization can assess risks and opportunities to find the appropriate level of reserve.
  • Learn how to build out a reserve policy that documents your review and serves as valuable context for future stakeholders.

Register now for immediate access to this program.

Register Now

Already Registered?

Login

JUMP TO:

Price

$45 USD for Member
$75 USD for Non-member

60 minutes
Date Published

November 19, 2024

Publisher

Colorado Society of Association Executives

Subjects

Finance, Investing

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

JUMP TO:

Summary

Keeping reserves for a “rainy day” is a good practice for all associations, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? The answer is: it depends. Each association is unique and can experience distinct unexpected circumstances that may affect its long-term financial health.

This session focuses on how to conduct a risk assessment that will assist your association in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for your unique organization.

Whether you are in the initial phases of creating your nest egg or re-evaluating longstanding reserve levels, this session is for you.

SWOD-23221

Expand summary
back to top

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

back to top

Program Titles and Supporting Materials

This program contains the following components:

Media Files
How Much Should Associations Hold In Reserve? - Video
Downloadable Files
How Much Should Associations Hold In Reserve? - Slide Handout
Sample Reserve Policies - Handout
Target Reserve Worksheet Sample - Handout
back to top

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.

back to top

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.

back to top

More

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

Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.

YOU MAY ALSO BE INTERESTED IN...

From Oversight to Insight

On-Demand Webinars

Mar 05

Recession Panic?

On-Demand Webinars

Apr 08

How to Create Effective Investment Policies for Associations

On-Demand Webinars

Dec 17


CAE Registered ProviderMSAE 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.