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Sessions Information

  • May 6, 2019
    1:00pm - 2:30pm
    Session Type: Business Management
    Session Capacity: N/A

    Topics to be covered during this session include: management of reserve funds, investment policy (how much risk is your leadership willing to take?), guidance for managing your reserves, investment policy, Form 990 reporting requirement, bylaws and policies & procedures considerations. 


Session Speakers
Organization: PHCC-National Association

Organization: DHK Financial Advisors, Inc.

Tim founded DHK Financial Advisors in 1993. Tim’s 29 years of experience in investment management includes work with Prime Buchholz & Associates, one of the nation’s leading investment consulting firms serving approximately 300 institutional and private clients, and Commonfund, a $25.6 billion fund manager. Tim received a BA in Management from Hartwick College and an MBA from Southern New Hampshi

Session Fees

Fees information is not available at this time.