JFNA: FedPRO 2023 Conference

Continuing the conversation

Determining what can work for your organization

Conferences are great venues to hear new ideas and strategies regarding your investment program. But are these ideas right for your organization? With a lot to consider and a lot at stake, it can be tempting to keep the status quo. However, recent times have shown the necessity of adjusting your approach to safeguard the portfolio against unexpected challenges in new ways while still supporting your community and environment responsibly.

It's a lot on your plate. So let us help.

We've curated some articles on topics that may be top of mind for your organization right now. If you don't see what you need, reach out to us. We’d be happy to set up a time to talk or provide you with additional resources. Reach out.

Helpful resources


See a great overview of our services and solutions tailored specifically for non-profit organizations.

Non-profit Investment Outsourcing Guide

Our guide has tools and practical advice for choosing the model that suits your organization.

Recent blog posts

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We'd love to help.

Please reach out to me with this form.

Lisa Schneider 

Lisa Schneider, CFA


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