Tag
Financial Planning
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Organizational StrategyArticleOver 2 years old
How Inflation Affects Planning, Budgets, and Operating Reserves
Inflation has always been present at some level. When inflation is low, it lurks quietly in the corner…
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OperationsArticleOver 2 years old
Amid Inflation, It’s Time to Review Reserve Policies
While it’s easy to see how rising prices are affecting association budgets, it’s not as obvious how inflation…
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OperationsArticleOver 5 years old
How Association Investments Weathered the Pandemic
While 2020 was a tumultuous year, a recent benchmarking report indicates that association leaders remained steady in their…
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GovernanceArticleOver 5 years old
Increase Budget Agility During Uncertain Times
Over the past year, COVID-19 forced us to adapt to unprecedented challenges. However, creating practices that make your…
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OperationsArticleOver 5 years old
What Auditors and Accountants Want Associations to Know in 2021
It’s hardly a secret that the COVID-19 pandemic had far-reaching impacts on associations in 2020. A global shift…
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Organizational StrategyArticleOver 5 years old
How to Decide Your Portfolio’s Cash Allocation During a Pandemic Economy
Over the past 30 years—spanning four bull and bear markets—an allocation to cash as part of a diversified…
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Organizational StrategyArticleOver 5 years old
In the Wake of COVID-19, Is It Time to Revisit Investment Norms?
The global pandemic has challenged long-standing assumptions held by many associations, forcing some to adapt their business models…
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MembershipArticleOver 5 years old
Will Old Investment Policies Work in a COVID-19 World?
There’s no question that the last several months have been anything but business as usual for most membership…
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Organizational StrategyArticleOver 5 years old
Three Budgeting Tactics for Reducing Losses Caused by COVID-19
This year was off to a great start—you had approval on your budget and programs and hit the…
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GovernanceArticleOver 5 years old
How to Manage Your Reserve Fund in the COVID-19 Era
Associations have been managing storms on many fronts these last few weeks, and one of them has been…
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OperationsArticleOver 5 years old
How Organizations Can Cope With the Financial Fallout of COVID-19
Just weeks into mandatory stay-at-home orders, conference cancellations, and new laws requiring paid leave for coronavirus, many associations…
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Organizational StrategyArticleOver 5 years old
Best Strategies for Allocating Your Forthcoming UBIT Refund
After Congress repealed a section of the 2017 tax law that required associations and other tax-exempt groups to…
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OperationsArticleOver 5 years old
Are You Putting the Right Amount in Your Reserve Fund?
Reserve funds are there to keep associations afloat during lean times, which is why it’s crucial that you…
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Organizational StrategyArticleOver 5 years old
Is Your Association Agile Enough to Navigate a Turbulent Future?
With talk of recession ahead, many associations are wondering if they are prepared. Two experts say financial forecasting…
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Organizational StrategyArticleOver 5 years old
Why Simple Budgeting Needs Big-Picture Leadership
“No money, no mission,” goes the nonprofit mantra. But a recent study shows that many nonprofits struggle to…
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Organizational StrategyArticleOver 5 years old
4 Signs Associations Need to Strengthen Their Financial-Planning Muscles
Good financial planning is integral to the success of any association, but here are some indicators that your…
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LearningArticleOver 5 years old
Realtors Association Launches Financial Wellness Program for Members
Many Realtors haven’t been saving for retirement or investing in properties of their own. A new partnership with…
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Meetings / EventsArticleOver 5 years old
Check Your Budget Blind Spots
Budgeting is a necessary part of an association’s life, but it also involves reconciling an inherent contradiction: trying…
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Executive LeadershipArticleOver 5 years old
Ask the CEO: Cathy Weatherford
Cathy Weatherford, president and CEO, Insured Retirement Institute, answers questions from IRI member Paula Nelson.
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OperationsArticleOver 5 years old
Rainy Day Financial Planning for Your Association
Trimming budgets and stocking reserves might not be the most exciting tasks, but they’re important to the financial…
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AdvocacyArticleOver 5 years old
Employers to Retirees: Keep Your 401(k) With Us
The latest trend in the human resources world isn’t about telling employees what they should do, but telling…
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Meetings / EventsArticleOver 5 years old
Conference Circuit: Plan on It
The Financial Planning Association’s Annual Conference is set to start this weekend in Boston.
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Organizational StrategyArticleOver 5 years old
Stayin’Alive: Four CFO Survival Kit Essentials
Feel like you need a CFO survival kit to understand the ins and outs of being an association…
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Career DevelopmentArticleOver 5 years old
Retirement Confidence: Not So Fast, Say Many Americans
A new study on retirement confidence found that many Americans are thinking of delaying retirement because of inadequate…
