Live Session: State of the Market, April 27

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AAFCPAs’ Annual Nonprofit Educational Seminar is Virtual Again in 2022!

AAFCPAs is offering a full day of educational content (9am – 3pm) designed to educate, challenge, and inspire nonprofit professionals! As a client and/or friend of AAFCPAs, your registration is complimentary.

Featured Session: State of the Market from AAF Wealth Management (2:35pm – 2:50pm)

In this timely session, AAF Wealth Management leaders Kevin P. Hodson and Andrew E. Hammond, CFP® will provide insight for nonprofit fiduciaries on key events that are impacting the organizations we serve. Financially, the driving headlines of 2022 are clearly inflation and the war in Ukraine. These factors are impacting both personal finance and business plans in 2022.

Our seasoned Wealth Advisors will provide guidance on actions investors should take to address cash needs, fixed income, and equity decisions during a period of elevated inflation and market volatility. The need for an ‘all weather’ investment strategy has never been more critical to ensure long term sustained growth.

Who should attend:

This session is recommended for those with fiduciary responsibility over invested assets.

Review the full agenda and join us from wherever you are for AAFCPAs Nonprofit Educational Seminar, which is virtual again on April 27th.

8:45am – 9:00am | Welcome & Introduction

9:00am – 9:50am | Accounting Standards Update

9:50am – 10:20am | Cybersecurity

10:20am – 10:35am | Break

10:35am – 11:05am | Panel: Insight from CFOs on Data Use

11:05am – 11:45am | Building a Best-In-Class Finance Function

11:45am – 12:00pm | What’s New at AAFCPAs

12:00pm – 12:35pm | Lunch Break

12:35pm – 1:05pm | Nonprofit Tax Update: Insight from AAFCPAs’ Tax Consulting Attorneys

1:05pm – 2:05pm | Keynote: Laura Lanzerotti, Partner, The Bridgespan Group!

2:05pm – 2:20pm | Break

2:20pm – 2:35pm | What Fiduciaries Need to Know about Administering Employee Benefit Plans​

2:35pm – 2:50pm | State of the Market from AAF Wealth Management

2:50pm – 3:00pm | Closing Remarks

AAF Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where AAF Wealth Management and its representatives are properly licensed or exempt from licensure. This blog is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AAF Wealth Management unless a client service agreement is in place.