Join us for a dynamic conversation exploring key fiscal approaches to help organizations navigate today’s unpredictable economic landscape. From reserves and investments to emerging financial trends, we’ll break down practical strategies that keep your organization on track. Think of it as your fiscal GPS—guiding you through financial decision-making without the traffic, but with a few smart detours!
This session is designed for those new to financial management, fiscal strategy, and budget development, as well as anyone looking to understand the fundamentals of reserves and investment policy implementation.
Participants will gain practical insights and actionable takeaways, including:
- A checklist of key considerations for reserve and investment policies
Related Resources
Building an Operating Reserve Fund
This webinar is for individuals new to financial management, fiscal strategy, budget development.
Operating Reserves: Why to Have One, How to Build One, and a Sample Policy to Start from
This resource walks through the purpose of and common obstacles to creating an Operating Reserve and lays out a clear path & sample policy to achieve it.