Educational Podcast: Strategic Management of Net Assets
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In this inspiring session, John Buckley, Partner, advises nonprofits to include an analysis in their Strategic Plans of what is needed for working capital, reserves, long term investments, and a proactive plan to build them. Each of these “buckets” has its own unique investment strategy, time horizon, and risk tolerance. AAF Wealth Management recommends a methodical, multi-objective approach to preserving, protecting and growing these unrestricted net assets.
John leads AAFCPAs’ Educational Services practice, serving diverse academic and education services clients including independent schools, colleges/universities, special education schools, education services, charter schools and charter management organizations (CMOs).
He fully understands the nuances of the educational services industry along with business and operational challenges faced by these institutions. This includes funding and regulatory issues such as capital campaign structures, complex endowments, alternative investments, debt financing and tax credit options, and unique governance concerns and internal …
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