Annual Meeting
Prev MonthPrev Month Next MonthNext Month
Webinar: From Oversight to Insight -The Role of the Finance Committee
Thursday, March 05, 2026, 1:30 PM - 2:30 PM EDT
Category: Webinars

Webinar: From Oversight to Insight-The Role of the Finance Committee

Published by Colorado Society of Association Executives

register for the webinar

What You Will Learn:

  • Define the key fiduciary responsibilities of the finance committee and understand how they align with the organization’s investment policy and mission
  • Identify prudent practices for monitoring risk, performance, and policy compliance—including benchmarking and fee evaluation
  • Leverage peer benchmarking data to evaluate investment outcomes and governance effectiveness relative to similar organizations
  • Demonstrate how to use the Study on Nonprofit Investing Dashboard to inform Board discussions, validate fiduciary decisions, and strengthen transparency.
  • Develop actionable governance and reporting strategies to make fiduciary oversight more efficient and accountable

Presenters: Ryan Frydenlund, CIMA, CIPM
Ryan Frydenlund is the Director of Operations at Raffa and helps ensure the firm delivers a consistent, well-run client experience. He oversees the systems and operational processes that support billing, compliance, reporting, and firm infrastructure, and works to strengthen reliability and scalability across the business.

Mark P. Murphy, CFA
Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. In this role, Mark supports all areas of the firm’s analytical and due diligence processes and oversees client portfolios. As your Lead Adviser, Mark would serve as your primary portfolio manager.

Matt O'Lone, CIMA
Matt O’Lone is a Portfolio Manager at Raffa Investment Advisers and would serve as your Supporting Adviser to provide depth and continuity.

$45 for Member

$75 for Non-members

Please note, the CAE Commission has announced a new CAE Registered Provider Program. At this time, this course may not be pre-approved for CAE credit, although the sponsoring organization will request it. GSAE believes it qualifies for credit for your qualification to sit for the exam or CAE renewal under Domain 4: Operations A: Financial Management. In accordance with Commission requirements, the provider will maintain an attendance roster for 5 years.