SPEAKERS

J Dillon Collins
Director of Business Development,
FiduciaryVest, LLC
Bio

Jason Small, CFA, MBA
Managing Principal/Senior Consultant/Research, FiduciaryVest, LLC
Bio

The discussion will be moderated by:

Lisa Johnson, CEO
Girl Scouts of Southeast Florida

PROGRAM

"Understanding and Communicating Your Investment Objectives to Drive Transparency for Stakeholders…. An All-Hands-On Approach"

PROGRAM DESCRIPTION

Join your fellow nonprofit leaders for a discussion on how to use your investment objectives and documents to communicate to your institution’s internal and external stakeholders. We will discuss the components of an investment policy statement, its supporting documents and best practices around creating and maintaining these important tools. This program will focus on the important connections between Advancement, Finance and institutional leadership to create transparency for all those who support your work.

We hope you will come away from this discussion with ideas on how to demonstrate alignment between your donors and the financial growth objectives of your organization. Begin to comfortably speak to and answer questions about financial objectives and your institution, such as asset allocation and investment product choices. We hope you will gain an understanding of how training and education can empower your staff, committees and board to become stronger ambassadors for your organization. This is a great opportunity to bring your CFO and leadership together, to demonstrate how combining strengths can advance your shared goals.

DATE

October 7, 2025

TIME

9:00 - 10:30 a.m.

LOCATION

Girl Scouts of Southeast Florida
6944 Lake Worth Road
Lake Worth, FL 33467

MEMBERS:  $15

GUESTS:  $30

Breakfast Included