Event Overview
Course Description
Join Eide Bailly for an insightful afternoon spent exploring both internal and external risks that impact nonprofit organizations. This event will feature two separate discussions centered around operational risk, such as cybersecurity, embezzlement, and public perceptions. Graystone Consulting will speak on investment risk including fiduciary risks, investment policy compliance, and market risk. Be prepared to walk away with actionable thoughts and tools you can take back with you to the workplace.
REGISTRATION | 1:00 – 1:30
FRAUD AND CYBERSECURITY RISK | 1:30 – 3:00
Fraud and cybersecurity related risks often go overlooked. We will discuss what some of these risks are and what to do when they arise. We will talk through what we are seeing today and what you can do to mitigate risk in your organization in addition to ways to strengthen your internal controls and detect those risks in advance.
Learning Objectives
- Gain an understanding of top internal controls and recommendations for nonprofits to mitigate internal and external fraud risks.
- Learn how to respond to concerns of fraud from a forensic investigative perspective.
- Discuss proactive and reactive legal steps to address fraud.
- Learn the key elements of critical messaging before and after a fraud occurs.
Presenters:
Jason Olson | Partner at Eide Bailly
Ryan Olson | Attorney at Felhaber Larson
Valeria Martin | Founder at Alpha Agency, LLC
BREAK | 3:00 – 3:15
FIDUCIARY RISKS IN A FAST-PACED MARKET | 3:15 – 4:30
Why does an Investment Policy statement matter and how can it help mitigate investment risk for your organization? How do you design customized objectives, allocation guidelines and benchmarking that fit your organization’s mission? Do staff and board have risk around reporting and complying to your Investment policy? We will provide insight to these questions and more while discussing fiduciary risks in a fast-paced market.
Learning Objectives
- Understand the importance of an Investment policy statement.
- Understand how to establish investment objectives and spending requirements that the allocation guidelines must support.
- Understand key components to reporting required to fulfill fiduciary responsibility
Presenters:
Fay DeBellis | Institutional Consultant | Graystone Consulting
Bryant Waller | Institutional Consultant | Graystone Consulting
NETWORKING, DRINKS AND HORS D'OEUVRES | 4:30 – 5:30
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