303 Results for ‘drafting-and-implementing-investment-policy-statements’
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Learn how to read, draft and document investment policy statements.Investment fiduciaries have an obligation to document a prudent investment decision-making process but many individuals and committees struggle with the...
CLE credit available
Financial Statement Analysis: Interpret Financial Results for Better Management, Investment and Credit Decisions
Why purchase these reference materials? Find out what financial statements really reveal about businesses and where to find the best research sources for comparative statement data.
Learn how to understand and navigate your way around the Income Statement.Many people may have financial statements in front of them but they do not know what they should be looking for.
Become familiar with the use of REITs and the tax rules that apply to these increasingly utilized investment structures. REITs are the investment vehicle of choice for holding interests in a diversified portfolio of...
Live Webinar April 20, 2020 1:00pm EST
CFP, CLE, CPE credit available
Learn how to prepare note disclosures unique to nonprofits. Gain a better understanding of how to prepare note disclosures unique to nonprofits and learn how to get the most out of the reporting process.
Live Webinar April 29, 2020 1:00pm EST
CLE, CPE credit available
Gain a better understanding of the financial and accounting side of complex investment strategies.Many organizations have had continual challenges surrounding requirements related to complex investment strategies.
Gain a better understanding of the California wage statement compliance rules and requirements. Many employers doing business in California issue wage statements ('pay stubs') to employees that violate the California...
Learn how to understand and navigate your way around the Income Statement. Many people may have financial statements in front of them but they do not know what they should be looking for.
ROI isn't a simple calculation - Learn how to determine the financial return on investment for your business. "Show me the money" is the mantra of the day.
Become familiar with the use of REITs and the tax rules that apply to these increasingly utilized investment structures.REITs are the investment vehicle of choice for holding interests in a diversified portfolio of real...
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