NCNG Finance / Investment Networking Group Meeting
Wednesday, October 17
1:30pm - 3:00pm
Community Foundation of Greater Greensboro
330 S Greene St # 100
Greensboro, North Carolina 27401
Cindy Verity Frantz
Online registration is closed.
Please join the CFO/Investment Networking Group for this meeting and round table discussion of issues and hot topics relating to foundation finances and investments. We
are excited to welcome Steve Michalak, Treasurer at the Morehead-Cain
Foundation who will join John Berngartt of the North Carolina Community
Foundation as co-chair leading this group.
This discussion will
focus on a range of topics that will be equally
interesting to private foundation and community foundation
representatives. Preliminary topics include:
- Reporting and presentations to boards and trustees
- Investing in volatile markets
- Meeting payout requirements in a "lost decade" of nominal returns
- Estimate and projection methods for modeling and budgeting
always, feel free to bring other topics to the table for discussion.
Please register above to attend this meeting below so we can plan accordingly.
Please send any topic that you'd like to include to Cindy Frantz at email@example.com.
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