From Oversight to Insight - The Role of the Finance Committee
March 5, 2026 11:30 am - 12:30 pm (and also available on demand)
CSAE Members: $45 / Non-Members: $75
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As an association executive, your Board relies on you and the finance committee to uphold the organization’s fiduciary duty—protecting assets, ensuring transparency, and aligning investments with purpose and policy. But in today’s dynamic environment, effective fiduciary oversight requires more than good intentions—it requires good data.

In this interactive session, we’ll explore the evolving role of the finance committee in stewarding organizational assets and examine the principles of prudent fiduciary oversight. Participants will also get a first look at Raffa Investment Advisers’ new Study on Nonprofit Investing (SONI) Peer Benchmarking Dashboard, designed to help associations measure how they compare to their peers and industry best practices on key indicators of financial health. We’ll demonstrate how association executives can use this tool to drive data-informed discussions with Boards, justify investment decisions, and strengthen fiduciary accountability.

You’ll leave with actionable steps to align your investment policies, improve committee effectiveness, and confidently guide your Board toward stronger financial stewardship.

What You Will Learn

• Define the key fiduciary responsibilities of the finance committee and understand how they align with the organization’s investment policy and mission
• Identify prudent practices for monitoring risk, performance, and policy compliance—including benchmarking and fee evaluation
• Leverage peer benchmarking data to evaluate investment outcomes and governance effectiveness relative to similar organizations
• Demonstrate how to use the Study on Nonprofit Investing Dashboard to inform Board discussions, validate fiduciary decisions, and strengthen transparency.
• Develop actionable governance and reporting strategies to make fiduciary oversight more efficient and accountable

Presenters

Ryan Frydenlund, CIMA, CIPM

Director of Operations - Raffa Investment Advisers
Member, CSAE

Ryan Frydenlund is the Director of Operations at Raffa and helps ensure the firm delivers a consistent, well-run client... Read More

Mark P. Murphy, CFA

Chief Investment Officer - Raffa Investment Advisers

Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. In this role, Mark supports all areas of the firm’s... Read More

Matt O'Lone, CIMA

Portfolio Manager - Raffa Investment Advisers

Matt O’Lone is a Portfolio Manager at Raffa Investment Advisers and would serve as your Supporting Adviser to provide depth... Read More

Pending. Credit has been submitted and is pending approval with the Certified Association Executive Credential for 1.0 CAE credit.

Register Now