Leaves of Change: Investment Policy Considerations and Best Practices for Nonprofits

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Date(s) - November 21, 2023
12:00 pm - 1:00 pm


Register at: https://event.on24.com/wcc/r/4409624/E9934EF317264A5DEC40E40A11CA95C1?partnerref=MNN&utm_campaign=2023%20Leaves%20of%20Change%20Webinar%20-%20External&utm_source=MNN

Common Good Vermont is delighted to announce Your Part-Time Controllers virtual event

Is your entity’s current investment policy and strategy still appropriate for the long-term growth and stability of your organization? For nonprofit leaders, the focus is often on the organization’s mission, and the review of investment policy decisions may “fall” to the wayside. Join us and special guest Marc Labadie with RTD Financial for this unique opportunity to learn basic investment policy considerations and best practices to help your organization expand its roots!

Who Should Attend: Nonprofit executives, board members, and finance staff.

Learning Objectives:   

  1. Describe reasons why nonprofits invest.
  1. Explain the difference between cost and fair market value (FMV) of investments.
  1. Identify considerations for maximizing financial reserves of nonprofit organizations.
  1. Summarize investment policy best practices for nonprofit organizations.

Participants will earn 1.0 CPE credit in Finance.

To receive credit, attendees must respond to three out of the four attendance checks asked during the program.

Once registered, you will automatically receive access to the webcast recording and if you qualified for CPE, have the ability to download your certificate.


Marc Labadie is the Executive Vice President for RTD Financial, and a member of the firm’s Board of Directors. He specializes in working with boards and finance committees of national and international nonprofit organizations, the retirement plan committees of small-to-middle market companies, and with attorneys or family members serving as trustees. Marc is actively involved in the leadership of RTD Financial, serving as the chair of the firm’s Strategic Project, Governance, and Trust & Nonprofit Committee, while also serving as a member of the Finance, Investment Policy and Employer Retirement Plan Committees. Marc has presented at numerous conferences and webinars, as well as authoring articles and blog posts. He is a volunteer board member of the PLAN of PA, which specializes in integrated care management and special needs trust administration. A strong believer in lifelong learning, he most recently completed his Master of Science degree in Financial Planning.

Jim McCormick is a Manager in Your Part-Time Controller, LLC’s Philadelphia office. Prior to joining YPTC in 2013, Jim gained experience in a variety of financial areas including financial services, staffing, retail, franchise sales, real estate investment, and private equity. At YPTC, Jim wears many hats including client service, training, recruiting, sales, and business development. In addition to orientation training at YPTC, Jim conducts speaking engagements at external events in the Philadelphia area, most recently for the Pennsylvania Institute of CPAs (PICPA) Not-for-Profit and Government Accounting Conference and Lehigh University’s Pennsylvania Arts & Humanities: A Statewide Convening events. Jim holds a Bachelor of Business Administration from Temple University’s Fox School of Business.