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Sessions Information
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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.
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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
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Session Fees
Fees information is not available at this time.
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