No one was immune to last year’s financial crisis, but some not-for-profit organizations are applying lessons learned to emerge with stronger investment governance structures. How will you demonstrate proactive risk management to donors and trustees if a new period of market weakness occurs? George Dunn, Executive Director in Convergent's Institutional Group, discusses the following:

• Understanding the link between investment and organizational risks
• What the financial crisis has taught us about setting appropriate asset allocation guidelines
• How to balance long-term strategic growth requirements with short-term operational spending needs
• What tools are needed to quantify the impact of another severe market downturn with respect your organization’s basic obligations, spending and budget commitments, and debt covenants?

If you would like a copy of the presentation or any additional information on our upcoming webinars, please contact David Sotsky at David.Sotsky@ConvergentWealth.com.