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AICPA Not-for-Profit Industry Conference 2020

NOT2056 - Investments and Business Continuity Planning in The Covid-19 World

Jun 24, 2020 2:30pm ‐ Jun 24, 2020 3:20pm

Standard: $49.00


In a world now labeled as the Great Lockdown, nonprofit organizations are facing unprecedented socio-economic challenges which are affecting business continuity planning from multi-faceted angles. Investment reserves and endowment values are in negative territory but the lessons learned and best practices from the Great Recession of 2008-2009 could hold some answers to navigating this very challenging environment. This interactive session will cover the landscape of scenario planning, stress-testing and other tools that nonprofit organizations can deploy immediately towards this end.

Learning Objectives:
  • Provide practical and prudent information with which attendees can make informed decisions.
  • Engage and empower the audience to reach their own conclusions led by facts.


  • Arun Sardana, CIMA, MBA, Managing Director - Investments, Senior Institutional Consultant, SPG Fiduciary Partners of Raymond James
Category: Concurrent Session (Online)

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