Educational Podcast: Strategic Management of Net Assets

Posted on August 5, 2016May 9, 2022

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In this inspiring session, John Buckley, Partner, advises nonprofits to include an analysis in their Strategic Plans of what is needed for working capital, reserves, long term investments, and a proactive plan to build them. Each of these “buckets” has its own unique investment strategy, time horizon, and risk tolerance. Phil Christiano, wealth advisor, AAFCPAs Wealth Management recommends a methodical, multi-objective approach to preserving, protecting and growing these unrestricted net assets.
Watch this video clip (2 min 8 sec) for a summary; and then download the full audio of the session recorded May 6^th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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About the Author

John Buckley, CPA, CGMA

John is the leader of AAFCPAs’ Educational Services practice, serving diverse academic and education services clients spanning independent schools, colleges/universities, special education schools, education services, charter schools and charter management organizations (CMOs). John chairs AAFCPAs’ Risk Committee and oversees the firm’s Enterprise Risk Management Program, ensuring proper practices are in place to surface, understand, and manage priority risks. Additionally, John performs various types of fraud audits for clients, including cash disbursement, credit card fraud, and falsifying employee reimbursement. He has been asked to serve as an expert witness for several attorneys involved in fraud cases.