Fiduciary Training & Education Webinar

Whether you have $50,000 in invested assets or $5M (or even more), this webinar is appropriate for association executives as well as volunteer leaders for organizations of all types and sizes.

Topics to be addressed:

  • Review of Fiduciary Responsibilities of Board Members
  • Compare and Contrast Organizational Fiduciary to Investment Fiduciary
  • Review associated liabilities of Organizational and Investment Fiduciaries
  • How to mitigate the risks of being an Organizational or Investment Fiduciary
  • What additional protections should an organizational or investment fiduciary consider

Presented by:

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