Tuesday, September 15, 2026
12:00 PM to 1:00 PM Eastern Time
Hosted by: Master Plan Investment Group, Inc.
This FREE session will focus on helping organizations thoughtfully manage and grow excess cash to support their mission:
Conservative Investment Strategies for Operating & Reserve Funds: Balancing liquidity, preservation, and growth
Structuring Reserve Policies & Investment Frameworks: Aligning cash tiers with short- and long-term organizational needs
Fiduciary Considerations & Risk Management: Ensuring appropriate oversight, fees, governance, and decision-making
This workshop is a great fit for: executive leaders, finance teams, HR professionals, and board members responsible for financial oversight and employee benefits.
Tuesday, September 15, 2026
12:00 PM to 1:00 PM Eastern Time
Hosted by: Master Plan Investment Group, Inc.
This FREE session will focus on helping organizations thoughtfully manage and grow excess cash to support their mission:
Conservative Investment Strategies for Operating & Reserve Funds: Balancing liquidity, preservation, and growth
Structuring Reserve Policies & Investment Frameworks: Aligning cash tiers with short- and long-term organizational needs
Fiduciary Considerations & Risk Management: Ensuring appropriate oversight, fees, governance, and decision-making
This workshop is a great fit for: executive leaders, finance teams, HR professionals, and board members responsible for financial oversight and employee benefits.
