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Webinar 101: Investment Program Governance Structures

May 10 @ 2:00 pm - 3:00 pm

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As fiduciaries, part of your job is to ensure that your investment program is properly managed. For most organizations, proper management is some combination of investment or finance committee volunteers, external service providers, and staff. But how do you know if the decision-making structure you have in place is effective in today’s volatile markets? When was the last time you compared your structure and results to what your peers are doing?

In this webcast, we’ll talk with the team at The Community Foundation for Southwest Washington about the process it undertook to evaluate the governance and decision-making structure it had in place for its investment program. We’ll cover the following:

  • What prompted the foundation to evaluate its governance structure
  • The role that the foundation’s staff, board, investment committee, and service provider played prior to and post evaluation
  • Selection criteria and decision-making processes the foundation put in place to effectively compare structures and providers
  • Best practices for others interested in evaluating their governance and decision-making structure

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Details

Date:
May 10
Time:
2:00 pm - 3:00 pm

Organizer

BoardSource
Phone:
202-349-2580
Website:
www.boardsource.org

Venue

Webinar