303 Results for ‘drafting-and-implementing-investment-policy-statements

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OnDemand Webinar: Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

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...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CLE credit available

Bookstore: Financial Statement Analysis: Interpret Financial Results for Better Management, Investment and Credit Decisions

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.

OnDemand Webinar: Financial Statement Series Part II: Reading and Understanding Income Statement Analysis

Financial Statement Series Part II: Reading and Understanding Income Statement Analysis

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.

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

Live Webinar: Primer on Real Estate Investment Trusts

Primer on Real Estate Investment Trusts

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

Live Webinar: Financial Statement Disclosures for Nonprofits

Financial Statement Disclosures for Nonprofits

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

OnDemand Webinar: Investment Reporting for Nonprofits: Fair Value Disclosures

Investment Reporting for Nonprofits: Fair Value Disclosures

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.

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

OnDemand Webinar: How to Review a California Wage Statement

How to Review a California Wage Statement

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...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Reading and Understanding the Income Statement

Reading and Understanding the Income Statement

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.

OnDemand Webinar: Show Me the Money: Determining Return on Investment for People, Projects and Programs

Show Me the Money: Determining Return on Investment for People, Projects and Programs

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.

OnDemand Webinar: Primer on Real Estate Investment Trusts

Primer on Real Estate Investment Trusts

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...

Available as OnDemand Webinar, Audio & Reference Manual

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