Building a Strong Financial Base

This training will be a one hour session with the additional time set aside for participant questions.

What Will You Learn?

a.       Defining withdrawal/expense needs and time horizon

I. Cash flow planning and budgeting

b.       Developing a strategic strategy to meet short, intermediate, and long-term needs

I. What investments would be appropriate for each strategy

c.       Building an investment policy statement

I. If there is a capacity to invest for longer time horizons what criteria should be included and excluded

Who Should Attend?
Executive Directors, CFOs, Accounting and Finance staff, Development staff, HR staff, and anyone else who would benefit from learning about investment strategy for your nonprofit.

Registration Instructions: Register at the discounted rate using the promocode 2023BASFBVT.

Register Here

About the Speakers:

Cameron Cole, CFP

Cameron Cole, CFP® is an advisor at Bernstein Private Wealth Management with a focus on families in transition and purpose driven organizations. He consults with both to develop a deep understanding of their priorities and goals to bring meaningful solutions, impact, and results. He builds productive relationships through a unique hands-on educational approach leveraging a specialized team of professionals to build a bespoke investment plan across public and private markets, passive and active strategies, and opportunistic elements such as alternative assets. This is Cameron’s second “tour” with Bernstein having started his career with the firm in Washington, DC. Upon learning that Bernstein was building a presence in Utah, he jumped at the opportunity to re-join the firm he holds in high regard. Prior to Bernstein, Cameron lead a regional private bank practice. Cameron lives in Riverton, Utah with his wife, Jill, and their three children. When he is not working, Cameron is usually at a local soccer field watching his children play. If soccer schedule’s allow, he’s joined by Jill, which is an added joy.

About Bernstein Private Wealth: 

We collaborate with you to deliver a comprehensive and customized suite of services to meet your specific needs. Our partnership supports your fiduciary role, delivers investment results, measures performance with a transparent cost structure, and minimizes administrative burden. We work with fiduciaries at a variety of organizations to develop a strategy that is structured for today’s investment and fundraising environment while remaining focused on the long-term mission.

Bernstein is committed to being thought leaders and sharing our insights – timely blogs, relevant podcasts, and expert research – tailored to address your unique interests and challenges.

We are here so that you can focus on what is most important: Your Mission.