Fiduciary Update: Best Practices for Overseeing Your Association's Investments
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Topics
Resources:
PDFASAE Solicitation Agreement dated 4.9.18 executed by DSA 11.pdf
FILEASAE Webinar June 2018.pptx

By registering for this webinar you acknowledge that you have reviewed this disclosure statement. Please note that this acknowledgement does not bind you to any agreement and no action is needed, besides acknowledging review of this statement, in order to participate in this webinar.

Swings in the financial markets, new rules and regulations, and the increasing importance of association reserves have led to greater scrutiny of association staff and volunteer leaders who are involved with these assets. In this installment of the "Ask the Investment Experts" webinar series - sponsored by the ASAE Endowment, Foundation & Investment Reserves Program - you will gain key insights and learn best practices for the management of association investments that will help keep you and your organization in compliance.

This webinar will provide specific, ready-to-use tips to help you:

  • understand and satisfy the latest fiduciary duties
  • put in place procedures to ensure thta roles and responsibilities are appropriately assigned and codified
  • manage costs and better evaluate the performance of your investment assets
Seminar Information
Seminar Date:
June 28, 2018
Seminar Objectives
  • This webinar will provide specific, ready-to-use tips to help you: understand and satisfy the latest fiduciary duties put in place procedures to ensure thta roles and responsibilities are appropriately assigned and codified manage costs and better evaluate the performance of your investment assets