Investment Management: CFO & Board Responsibilities

 Registration is closed for this event

Mary Pringle, Chief Financial Officer
The Community Foundation for Southwest Washington

Presentation & Continental Breakfast at 7:30
Networking at 9:00

Nonprofits work very hard to build cash reserves, special purpose funds, and endowments, and decisions about investing have always been challenging for nonprofit Boards. Increased public scrutiny and bitter experiences during the stock market downturn have heightened Board and management concern about investment policies and practices.

We’ve asked Mary Pringle, Chief Financial Officer with The Community Foundation for Southwest Washington, to lead us in a timely discussion of nonprofit investment management. We’ll explore practical strategies to develop and implement solid investment policies and management practices as well as techniques to help Board members meet their responsibilities as stewards of nonprofit assets, including strategies for Boards that lack substantial investment expertise. We’ll also look at donor expectations for sound management and strategies available to nonprofits as they develop reserves and endowments.

Topics for discussion include:

  • Best practices for nonprofit investment policies and management
  • Board responsibilities and donor expectations
  • Investment management options and costs

About the Presenter

Mary Pringle, the Foundation’s Chief Financial Officer since 2002, is a certified public accountant and chartered global management accountant with over 20 years of experience working with unique charitable planning needs.

Her broad range of experience in public accounting, from auditor to tax consultant, allows her to bring a wealth of expertise to Community Foundation donors. Her familiarity of working directly for charitable organizations as well as her volunteer Board activities has given her a well-rounded and comprehensive perspective on the issues that matter to nonprofits. Originally from Texas, Mary has a Bachelor of Business Administration degree in Accounting from the University of Texas at El Paso, where she graduated with honors. She is a member of the American Institute of Certified Public Accountants, the Oregon Society of Certified Public Accountants, the Estate Planning Council of Southwest Washington, and the Nonprofit Fiscal Managers Association.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

February 28th, 2013 7:30 AM   through   9:30 AM
Ecotrust Conference Center, 2nd Floor
721 NW 9th Avenue
Portland, OR 97209
Multnomah
NAO Members $ 22.50
Nonmembers $ 25.00
Event Particulars
City Portland
Topic Financial Management
Presenter Mary Pringle
Event Region

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