5 Steps to a Successful Investment Program for Nonprofits
Rob Roquitte, founder and CEO of eCIO, shares guidelines for every nonprofit of every size to consider in their investment committee formation and management! 1 CFRE point.
The checklist that your investment committee needs now.
On-Demand Webinar Replay | 1 CFRE Point
Offered at no charge through sponsorship from NHC Collaborative Council partner, eCIO.
A nonprofit's board of directors has a fiduciary obligation to ensure its organization's investment program is being managed in a prudent manner. Join Phil Waara, eCIO's Chief Compliance Officer, as he discusses fiduciary best practices to help ensure your board is meeting its responsibility in regard to your investment program.
About our Speaker
Phil Waara
Phil has over 10 years of investment experience serving in client acquisition, client servicing and investment analyst roles. He has extensive experience helping nonprofit clients with their asset allocation, investment policy statement, accounting, and spending policy. Phil's entrepreneurial experience started at an early age since his family-owned and operated one of the most successful restaurant businesses in Michigan. At Madison Investments, he was a key driver in the creation and success of the Customized Investment Solutions group since its inception in 2014.
Phil is also actively involved in the nonprofit community in Madison: he is a board member of Family Service Madison and a member of the Association of Fundraising Professionals (AFP). He graduated from Concordia University Wisconsin with a B.S. in Actuarial Science and a B.S. in Finance. Phil has earned the CIPM designation from the CFA Institute and is FINRA registered.
