2025 has started off with significant stock market volatility.  Will your investment policy protect your reserves?  Will it drive effective action?  Nonprofit investment policies provide critically important structure and guidelines while allowing for strategic value-add.  This session is designed to provide nonprofit leaders with the essential policy language that will help protect their reserves from the impacts of stock market fluctuations – while maintaining, or accelerating, growth potential.  Learn what steps you need to be considering now to shield yourself from undue risk and thrive longer term. 

Learning Objectives
In the session, participants will:

• Gain insights into the current market environment and understand how it compares to historical trends, helping you make informed decisions in uncertain times.
• Learn how implementing clear, structured investment policies can help you maintain discipline and consistency, even in volatile markets.
• Understand the importance of downside protection guidelines in your investment policy. 
• Develop a portfolio rebalancing policy that will help you master the ups and downs of investing.

Register Here

CAE Credit
Credit has been approved with ASAE and qualifies for the Certified Association Executive Credential for 1.0 CAE credit.

How to Attend
Register through the site above, then join the live program from your office, home, or hotel room using a computer with high speed internet. You may ask questions, participate in evaluations, and post comments from your computer during the program. Please note that credit is only provided to registered attendees participating at their own computer and phone. Simple instructions with a link to the program will be sent when you register and again the day before the webinar.

You may also access this webinar through the on-line webinar catalog and view on demand.  Please use the registration link above.

Click here for Raffa’s newly published Study on Nonprofit Investing for 2025, which will be discussed during the presentation.  They also will incorporate peer benchmarking information for participants about what other associations are focusing on from a governance, strategic, and operational perspective and what association nonprofits are concerned about this year to make our discussion all the more meaningful.

Presenters

Ryan Frydenlund, CIMA, CIPM

Director of Operations
Raffa Investment Advisers
Ryan Frydenlund is Raffa Investment Advisers’ Director of Operations and ensures that clients receive an extraordinary level of service.  He is involved in all areas of the firm’s business including portfolio management, business development, and administration. Ryan joined Raffa in 2017 and holds multiple industry designations focused on investment management and performance reporting.  Ryan received his Certificate in Environmental, Social, and Governance (ESG) Investing, administered by the CFA Institute, in 2022.  He has lectured or been quoted on issues impacting nonprofit & association investing for the following organizations: Marcum’s Nonprofit Learning Community, the American Society of Association Executives (ASAE), Association Forum, CalSAE, and Association TRENDS.

Ryan graduated from Wake Forest University with a Bachelor of Science in Finance.  Ryan is a member of the CFA Society of Colorado, the Colorado Society of Association Executives, the American Society of Association Executives, and Association Forum.  Ryan is an investment adviser representative of Raffa Investment Advisers.  

Dennis P. Gogarty, CFP, AIF
President, Founder
Raffa Financial Services / Raffa Investment Advisers
Dennis launched his investment advisory career with Raffa Financial Services, Inc.  in 2002 and co-founded Raffa Investment Advisers in 2005.  He has served as the firm’s President and lead investment adviser representative ever since.

A major focus of Dennis’ career is promoting the need for increased investment education and transparency.  He is the founder of the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers. 

Dennis is a past Chair of the American Society of Association Executives (ASAE) Finance Section Council.  Additionally, he offered his knowledge and expertise to support local nonprofits as a volunteer committee member for organizations including St. John’s Community Services Foundation and Street Law.  Dennis has lectured on issues impacting nonprofit investing for the following organizations: the Council on Foundations, the Greater Washington Society of CPAs, the AICPA, the American Society of Association Executives (ASAE), BoardSource, and the Finance and Administration Roundtable (FAR). 

Dennis completed the Certificate in Financial Planning program at the Georgetown University Center for Continuing and Professional Education and earned a Bachelor of Science degree from Frostburg State University.  Dennis is a Certified Financial Planner™, an Accredited Investment Fiduciary®, and an investment adviser representative of Raffa Investment Advisers.

Mark P. Murphy
Chief Investment Officer
Raffa Investment Advisers
Mark supports all areas of the firm’s analytical and due diligence processes and leads and develops the firms overall investment strategy.  Mark has been with Raffa Investment Advisers since 2010.

Mark has lectured on issues impacting nonprofit & association investing for the following organizations: the Greater Washington Society of CPAs, the American Society of Association Executives (ASAE), BoardSource, Association TRENDS, and the Finance and Administration Roundtable (FAR).

Mark graduated from the University of Richmond, cum laude with a Bachelor of Science degree in Business Administration with concentrations in Accounting and Finance. A Chartered Financial Analyst charterholder, Mark earned the right to use the CFA designation after meeting the CFA Institute’s educational and professional requirements. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Mark is a member of the CFA Society of Washington D.C. and the Greater Washington Society of CPAs Nonprofit Section.  He is an investment adviser representative of Raffa.

Register Now.