Description

This session will provide a refresher on the relationship between investment and spending policies and how they can affect the Foundation's future. We'll take a look at what financial leaders and CPAs should inquire about and how to prepare for the next financial crisis.

Learning Objectives:

• Understand the relationship between investment and spending decisions
• Determine how to plan for the foundation's future based on these investment and spending decisions

Speaker(s):

• John Czerwionka, Regional Director | Nonprofit OCIO, Northern Trust
• Kathryn Okimoto, CPA, Principal, Clark Nuber P.S.

Category: General Session (Online)