Educational Podcast: Strategic Management of Net Assets
Listen to Podcast
Click here to listen to podcast or use the above media player.
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 6th, 2016 at AAFCPAs’ Annual Nonprofit Educational Seminar.