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SUMMARY:YANA Webinar | Nonprofit Leaders' Fiduciary Duties
DESCRIPTION:Nonprofit Leaders’ Fiduciary Duties\nWednesday\, Sept. 2\, 2020 | 1:00-2:00pm EDT\nNonprofit Leaders’ Fiduciary Duties – Matthew D. Gelfand ’77\, Richard T. Moreland\, Robert A. Scott\, Moreland Associates\, LLC \nAs a nonprofit leader\, do you know your fiduciary responsibilities for your organization’s finances? Do the words “fiduciary” or “finance” scare you away from serving in nonprofit leadership roles or from taking on more responsibility at your organization? \nThis webinar will describe the nature of fiduciary responsibilities\, especially with respect to financial and investment matters\, provide a model of good fiduciary governance\, and review some of the tools available to nonprofit financial fiduciaries for prudent financial management. \nMatt Gelfand\, Rich Moreland\, and Bob Scott\, of Moreland Associates\, LLC\, each has decades of experience serving as fiduciaries for nonprofit organizations in executive\, board\, committee\, and vendor roles. They will guide you through the thicket of fiduciary duties so you can feel confident in taking on and exercising more responsibility for the financial and broader benefit of your nonprofit organizations. \nThis webinar will cover essential elements of fiduciary responsibility\, good governance\, and prudent financial management. \n\nDefining fiduciary responsibilities\nModel governance structures\nThe Uniform Prudent Management of Institutional Funds Act (“UPMIFA”)\nDocumenting governance structures and processes and the investment policy statement (IPS)\nThe importance of good recordkeeping\nWhat behavior\, actions\, and decisions are prudent?\nSelf-dealing and conflicts of interest\n\nREGISTER \nSpeaker Bios \n\n\n\n\n\nNonprofit Leaders’ Fiduciary Duties\nWednesday\, Sept. 2\, 2020 | 1:00-2:00pm EDT\nNonprofit Leaders’ Fiduciary Duties – Matthew D. Gelfand ’77\, Richard T. Moreland\, Robert A. Scott\, Moreland Associates\, LLC \nAs a nonprofit leader\, do you know your fiduciary responsibilities for your organization’s finances? Do the words “fiduciary” or “finance” scare you away from serving in nonprofit leadership roles or from taking on more responsibility at your organization? \nThis webinar will describe the nature of fiduciary responsibilities\, especially with respect to financial and investment matters\, provide a model of good fiduciary governance\, and review some of the tools available to nonprofit financial fiduciaries for prudent financial management. \nMatt Gelfand\, Rich Moreland\, and Bob Scott\, of Moreland Associates\, LLC\, each has decades of experience serving as fiduciaries for nonprofit organizations in executive\, board\, committee\, and vendor roles. They will guide you through the thicket of fiduciary duties so you can feel confident in taking on and exercising more responsibility for the financial and broader benefit of your nonprofit organizations. \nThis webinar will cover essential elements of fiduciary responsibility\, good governance\, and prudent financial management. \n\nDefining fiduciary responsibilities\nModel governance structures\nThe Uniform Prudent Management of Institutional Funds Act (“UPMIFA”)\nDocumenting governance structures and processes and the investment policy statement (IPS)\nThe importance of good recordkeeping\nWhat behavior\, actions\, and decisions are prudent?\nSelf-dealing and conflicts of interest\n\nREGISTER \nSpeaker Bios \n\n\n\n\n\n\nNonprofit Leaders’ Fiduciary Duties\nWednesday\, Sept. 2\, 2020 | 1:00-2:00pm EDT\nNonprofit Leaders’ Fiduciary Duties – Matthew D. Gelfand ’77\, Richard T. Moreland\, Robert A. Scott\, Moreland Associates\, LLC \nAs a nonprofit leader\, do you know your fiduciary responsibilities for your organization’s finances? Do the words “fiduciary” or “finance” scare you away from serving in nonprofit leadership roles or from taking on more responsibility at your organization? \nThis webinar will describe the nature of fiduciary responsibilities\, especially with respect to financial and investment matters\, provide a model of good fiduciary governance\, and review some of the tools available to nonprofit financial fiduciaries for prudent financial management. \nMatt Gelfand\, Rich Moreland\, and Bob Scott\, of Moreland Associates\, LLC\, each has decades of experience serving as fiduciaries for nonprofit organizations in executive\, board\, committee\, and vendor roles. They will guide you through the thicket of fiduciary duties so you can feel confident in taking on and exercising more responsibility for the financial and broader benefit of your nonprofit organizations. \nThis webinar will cover essential elements of fiduciary responsibility\, good governance\, and prudent financial management. \n\nDefining fiduciary responsibilities\nModel governance structures\nThe Uniform Prudent Management of Institutional Funds Act (“UPMIFA”)\nDocumenting governance structures and processes and the investment policy statement (IPS)\nThe importance of good recordkeeping\nWhat behavior\, actions\, and decisions are prudent?\nSelf-dealing and conflicts of interest\n\nREGISTER \nSpeaker Bios \n\n\n\n\n\n\n\nNonprofit Leaders’ Fiduciary Duties\nWednesday\, Sept. 2\, 2020 | 1:00-2:00pm EDT\nNonprofit Leaders’ Fiduciary Duties – Matthew D. Gelfand ’77\, Richard T. Moreland\, Robert A. Scott\, Moreland Associates\, LLC \nAs a nonprofit leader\, do you know your fiduciary responsibilities for your organization’s finances? Do the words “fiduciary” or “finance” scare you away from serving in nonprofit leadership roles or from taking on more responsibility at your organization? \nThis webinar will describe the nature of fiduciary responsibilities\, especially with respect to financial and investment matters\, provide a model of good fiduciary governance\, and review some of the tools available to nonprofit financial fiduciaries for prudent financial management. \nMatt Gelfand\, Rich Moreland\, and Bob Scott\, of Moreland Associates\, LLC\, each has decades of experience serving as fiduciaries for nonprofit organizations in executive\, board\, committee\, and vendor roles. They will guide you through the thicket of fiduciary duties so you can feel confident in taking on and exercising more responsibility for the financial and broader benefit of your nonprofit organizations. \nThis webinar will cover essential elements of fiduciary responsibility\, good governance\, and prudent financial management. \n\nDefining fiduciary responsibilities\nModel governance structures\nThe Uniform Prudent Management of Institutional Funds Act (“UPMIFA”)\nDocumenting governance structures and processes and the investment policy statement (IPS)\nThe importance of good recordkeeping\nWhat behavior\, actions\, and decisions are prudent?\nSelf-dealing and conflicts of interest\n\nREGISTER \nSpeaker Bios \n\n\n\n\n\n\n\nNonprofit Leaders’ Fiduciary Duties\nWednesday\, Sept. 2\, 2020 | 1:00-2:00pm EDT\nNonprofit Leaders’ Fiduciary Duties – Matthew D. Gelfand ’77\, Richard T. Moreland\, Robert A. Scott\, Moreland Associates\, LLC \nAs a nonprofit leader\, do you know your fiduciary responsibilities for your organization’s finances? Do the words “fiduciary” or “finance” scare you away from serving in nonprofit leadership roles or from taking on more responsibility at your organization? \nThis webinar will describe the nature of fiduciary responsibilities\, especially with respect to financial and investment matters\, provide a model of good fiduciary governance\, and review some of the tools available to nonprofit financial fiduciaries for prudent financial management. \nMatt Gelfand\, Rich Moreland\, and Bob Scott\, of Moreland Associates\, LLC\, each has decades of experience serving as fiduciaries for nonprofit organizations in executive\, board\, committee\, and vendor roles. They will guide you through the thicket of fiduciary duties so you can feel confident in taking on and exercising more responsibility for the financial and broader benefit of your nonprofit organizations. \nThis webinar will cover essential elements of fiduciary responsibility\, good governance\, and prudent financial management. \n\nDefining fiduciary responsibilities\nModel governance structures\nThe Uniform Prudent Management of Institutional Funds Act (“UPMIFA”)\nDocumenting governance structures and processes and the investment policy statement (IPS)\nThe importance of good recordkeeping\nWhat behavior\, actions\, and decisions are prudent?\nSelf-dealing and conflicts of interest\n\nREGISTER \nSpeaker Bios \n\n\n\n\n\n\n\nNonprofit Leaders’ Fiduciary Duties\nWednesday\, Sept. 2\, 2020 | 1:00-2:00pm EDT\nNonprofit Leaders’ Fiduciary Duties – Matthew D. Gelfand ’77\, Richard T. Moreland\, Robert A. Scott\, Moreland Associates\, LLC \nAs a nonprofit leader\, do you know your fiduciary responsibilities for your organization’s finances? Do the words “fiduciary” or “finance” scare you away from serving in nonprofit leadership roles or from taking on more responsibility at your organization? \nThis webinar will describe the nature of fiduciary responsibilities\, especially with respect to financial and investment matters\, provide a model of good fiduciary governance\, and review some of the tools available to nonprofit financial fiduciaries for prudent financial management. \nMatt Gelfand\, Rich Moreland\, and Bob Scott\, of Moreland Associates\, LLC\, each has decades of experience serving as fiduciaries for nonprofit organizations in executive\, board\, committee\, and vendor roles. They will guide you through the thicket of fiduciary duties so you can feel confident in taking on and exercising more responsibility for the financial and broader benefit of your nonprofit organizations. \nThis webinar will cover essential elements of fiduciary responsibility\, good governance\, and prudent financial management. \n\nDefining fiduciary responsibilities\nModel governance structures\nThe Uniform Prudent Management of Institutional Funds Act (“UPMIFA”)\nDocumenting governance structures and processes and the investment policy statement (IPS)\nThe importance of good recordkeeping\nWhat behavior\, actions\, and decisions are prudent?\nSelf-dealing and conflicts of interest\n\nREGISTER \nSpeaker Bios
URL:https://yalenonprofitalliance.org/event/yana-webinar-nonprof-fiduciary-duties/
LOCATION:NY
CATEGORIES:Online
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