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  1. Courses
  2. Finance SIG: Best Practices...

Finance SIG: Best Practices for Assessing and Managing Risk in Your Association


Good long-term planning starts with understanding the risks facing your organization. But how do you uncover these risks, and once you know the risks what do you do about them? This program will teach you the basics of conducting an organizational risk assessment and the basics of creating a plan to address the risks in a way that supports the long-term growth of your organization.

Learning Objectives:

  • Identify and evaluate the direct and indirect organizational risks that could affect your members, volunteers, employees, and other stakeholders
  • Understand the basics of creating a plan to mitigate, control or plan for organizational risks
  • Know how to identify a target level of investment reserve to control for organizational risks and support the long-term growth of your organization

Opt in/Opt out: Finance SIG: Best Practices for Assessing and Managing Risk in Your Association

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Live Webinar: Finance SIG - Best Practices for Assessing and Managing Risk in Your Association

Live Web Event: 1.0 CAE Wed, November 1, 2023 @ 12:00 PM CDT

Certificate: Best Practices for Assessing and Managing Risk in Your Association

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Best Practices for Assessing and Managing Risk in Your Association

Survey: 5 questions

Recording: Finance SIG: Best Practices for Assessing and Managing Risk in Your Association

Presentation: 1.0 CAE Dennis P. Gogarty, CFP, AIF, President, Raffa Advisors, Ryan Frydenlund, CIPM, Senior Operations Manager, Raffa Advisors, Shawn Randall, CPA, PBG Financial Services, Joe Guest, CIMA, Senior Portfolio Manager, Raffa Advisors, 55 min 4 sec
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