On Demand
Financial Management – Trends in Medical Societies’ Investments
Credit Available - See Credits tab below.
Total Credits: 1.0 CAE
- Average Rating:
- Not yet rated
- Categories:
- Association Management | Leadership | Professional Development
- Presenter:
- Matt Paprocki, JD, CFP
- Duration:
- 1 hour
- Format:
- Audio and Video
- Original Program Date:
- Oct 29, 2024
- License:
- Never Expires.
Description
Program Description:
The webinar will provide an overview of the key components to a medical society’s invested reserves as well as discuss current trends such as cash management in a higher interest rate environment, Environmental, Social, and Governance (ESG) considerations for reserves, the impact of these on an organization’s policies, and markets in an election year.
Learning Objectives:
Through attending this program, registrants will be able to:
- Understand the key components of an organization’s approach to investing
- Assess their organization’s options for cash management
- Apply a framework for considering what’s commonly known as Environmental, Social, and Governance (ESG) factors in an investment strategy
- Understand the impact of presidential elections on organizations’ investment strategies
Presenter:
Matt Paprocki, Vice President of Institutional Services at Mediqus Asset Advisors, Inc.
Credits:
This program has been approved for 1.0 CAE credit by ASAE.
Disclaimer:
The ideas expressed in this AAMSE-hosted webinar are those of the speaker(s) and do not necessarily reflect the views and opinions of AAMSE, its board, committees, or sponsors.
Credits
CAE
Credits Offered: 1.0
AAMSE is a CAE Registered Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer that has been approved for CAE credit will clearly identify the number of CAE credits granted for full participation. We will maintain records of your participation in accordance with CAE policies. For more information about the CAE credential or Registered Provider program, please visit www.asaecenter.org/cae.
Note: Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. No specific individual courses are required as part of the applications – the selection of eligible education is up to the applicant based on his/her needs.
Handouts
| Financial Management: Trends in Medical Societies’ Investments (861.9 KB) | 18 Pages | Available after Purchase |
Presenter
Matt Paprocki, JD, CFP Related Seminars and Products
MEDIQUS
Matt Paprocki is MEDIQUS Asset Advisors, Inc’s Vice President of Institutional Services. Matt helps MEDIQUS’s nearly 100 nonprofit clients work towards their financial goals through investment consulting, related policy creation and maintenance, and other matters. He is also heavily involved in the aspects of effective wealth management for individuals and families.
Matt is a Chartered Financial Analyst® (CFA) Charterholder and member of the CFA Society of Chicago, a Certified Financial Planner, and holds various securities licenses. He is also a licensed attorney in Illinois and earned his Juris Doctor from DePaul University College of Law where he graduated Magna Cum Laude.