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W291: Reserve Funds – 3 Major Considerations for Management & Board Members in 2022

May 19, 2022 @ 1:00 pm - 2:30 pm EDT
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In this course we will learn why it is important for organizational sustainability to establish and maintain reserves.  We will learn what methodologies are best to use to determine the size of reserves that are appropriate to your organization.  We will also learn about IPS and how it how it helps.

LEARNING OBJECTIVES
  • Learn why it is important for organizational sustainability to establish and maintain reserves.
  • Understand what methodologies can be used to determine the size of reserves appropriate to your organization.
  • Learn about IPS and how it helps.

 

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INSTRUCTORS
Leslie D. Irby
Relationship Manager, Vice President, Rembert Pendleton Jackson
Leslie D. Irby, CFP®, AIF® earned a Bachelor of Arts degree in Mathematics with a minor in Computer Science from the University of Texas in…