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Self-Paced Online

Recession Panic?

How Effective Associations Respond When Markets Drop

What You Will Learn

  • Gain insights into the current market environment and understand how it compares to historical trends, helping you make informed decisions in uncertain times
  • How implementing clear, structured investment policies can help you maintain discipline and consistency, even in volatile markets
  • Understand the importance of downside protection guidelines in your investment policy
  • Develop a portfolio rebalancing policy that will help you master the ups and downs of investing

Share this program:

What You Will Learn

  • Gain insights into the current market environment and understand how it compares to historical trends, helping you make informed decisions in uncertain times
  • How implementing clear, structured investment policies can help you maintain discipline and consistency, even in volatile markets
  • Understand the importance of downside protection guidelines in your investment policy
  • Develop a portfolio rebalancing policy that will help you master the ups and downs of investing

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Price

$45 for Member
$75 for Non-member

60 minutes
Date Published

April 8, 2025

Publisher

Colorado Society of Association Executives

Subjects

Business Strategy, Finance, Financial Management, Investing

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

2025 has started off with significant stock market volatility. Will your investment policy protect your reserves? Will it drive effective action? Nonprofit investment policies provide critically important structure and guidelines while allowing for strategic value-add. This session is designed to provide nonprofit leaders with the essential policy language that will help protect their reserves from the impacts of stock market fluctuations – while maintaining, or accelerating, growth potential. Learn what steps you need to be considering now to shield yourself from undue risk and thrive longer term.

SWOD-24585

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Presenters

Ryan Frydenlund, CIMA, CIPM
Director of Operations - Raffa Investment Advisers

Ryan Frydenlund is the Director of Operations at Raffa and helps ensure the firm delivers a consistent, well-run client... Read More

Dennis P. Gogarty, CFP, AIF

Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Investment... Read More

Mark P. Murphy, CFA
Chief Investment Officer - Raffa Investment Advisers

Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. In this role, Mark supports all areas of the firm’s... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Recession Panic - Video
Downloadable Files
Recession Panic - Slide Handout
Mastering the Ups and Downs Policy Language - Handout
Sample Investment Policy - Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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