As part of its ongoing series of Zoom calls on the practical aspects of congregational leadership, the diocesan Congregational Consultants are sponsoring a one-hour session on managing investments and endowments.
It will be given twice, both at 9 a.m.:
Registration is required.
The session will cover tracking, accounting and investing long-term funds, including some of the basics of asset allocation and different investment vehicles. It will be conducted by Chris Meyer, longtime head of the Congregational Consultants, with, on June 2, Beth Westvold, President of the Trustees of Donations (TOD), which manages the Diocesan Investment Trust, and, on June 2 and 5, Charlie Jordan, Investment Coordinator and Clerk of the TOD.
Questions may be directed to Chris Meyer, Congregational Consultants coordinator (email@example.com).