Chapter Curated Continuing Education - Tucson In-Person & Virtual Alternative to What? 1. Where do Alternative Investments Fit in Client Asset Allocations? ? ? Understanding the value of private markets and when to utilize different types of alternative investments has become critical for wealth managers looking to acquire HNW clients. ? ? Your ability to help educate and guide client conversations when Alternative Investments come up improves when you have access to reliable data through a broad educational platform, a curated menu of highly diligenced alternative investment options, unbiased research, and analytics tools to quantify the portfolio impact. Date: Wed, March 5th, 2025 4 pm -gather 4:30 pm - CE Session 6:00 pm - close Location: Northern Trust 3450 E Sunrise Dr Suite 100, Tucson, AZ 85718 Cost: -0- Members, Partners, Catalysts $25: Non Member Community Anticipated CFP(R) CE: 1 hr CFP CE credit will be applied for. Other: Free, onsite surface parking. To Register:?https://lnkd.in/gC9kTEHj F&B Water, Coffee and a snack selection will be available. Coming early or staying awhile post presentation supports networking and social time. _______ Watch Party Interest Dependent upon Location Ability to Support Virtual For FPAAZ members outside of the Metro area, if you want to be able to participate remotely, email [email protected] after registering to request a Zoom Link.
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??? Are you ready to build a strong grant strategy for 2025? Start by asking these key questions: ?? What percentage of your revenue should come from grants? ?? What’s the funding goal, & how many grant applications will it take to reach it? ?? What’s your timeline to apply and implement? ?? If awarded, do you have the capacity to manage reporting and follow-up? ?? And if you don’t secure the funding, what’s the backup plan? ?? Answering these will set a clear path forward and ensure your nonprofit is prepared to pursue grants effectively and sustainably. ?? How’s your grant strategy shaping up? I'm here to help - schedule a discovery call today! https://lnkd.in/dReR2h4k #GrantStrategy #Funding4Good #2025Goals
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A well-functioning board is the cornerstone of any successful foundation. Our latest blog outlines the must-have annual board to-dos, from policy reviews to strategic planning, to ensure your foundation is equipped for success in the year ahead. ?? Explore the checklist: https://lnkd.in/e8cd7XWN
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Have you checked out our course on Prioritizing Grant Opportunities? Unlock the secrets to successful grant acquisition with this self-paced course designed to empower you in navigating the world of funding. Tackle these course objectives with GPA Approved Trainer, Marissa Wolfe... ?? Understanding the Landscape of Grant Funding ?? Utilizing Funding Resources Effectively ?? Criteria for Evaluating Funding Options ? Grant Seeking Best Practices ?? Drafting Effective Grant Applications ?? Strategies for Maximizing Grant Success Whether you're new to grant seeking or looking to enhance your skills, this course is your roadmap to securing the support you need. Don't miss out! Enroll now and turn your grant dreams into reality. #GrantOpportunities #FundingSuccess #GrantFunding #GrantManagemen #BoydGrants
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The nonprofit sector faces unique challenges in effectively managing grants, which are crucial for funding various programs and initiatives. Join us on August 13 as we explore best practices in grant management to help nonprofit organizations maximize their funding potential, ensure compliance, and achieve their mission more efficiently. #Nonprofit #GrantManagement
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The nonprofit sector faces unique challenges in effectively managing grants, which are crucial for funding various programs and initiatives. Join us on August 13 as we explore best practices in grant management to help nonprofit organizations maximize their funding potential, ensure compliance, and achieve their mission more efficiently. #Nonprofit #GrantManagement
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The nonprofit sector faces unique challenges in effectively managing grants, which are crucial for funding various programs and initiatives. Join us on August 13 as we explore best practices in grant management to help nonprofit organizations maximize their funding potential, ensure compliance, and achieve their mission more efficiently. #Nonprofit #GrantManagement
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The nonprofit sector faces unique challenges in effectively managing grants, which are crucial for funding various programs and initiatives. Join us on August 13 as we explore best practices in grant management to help nonprofit organizations maximize their funding potential, ensure compliance, and achieve their mission more efficiently. #Nonprofit #GrantManagement
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The feasibility process is designed to provide you with solutions to be better equipped to seek and secure grant funding. By answering a few key questions, you'll gain valuable insights into your organization's grant readiness. Click here to get started! https://bit.ly/3WoG90x
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The nonprofit sector faces unique challenges in effectively managing grants, which are crucial for funding various programs and initiatives. Join us on August 13 as we explore best practices in grant management to help nonprofit organizations maximize their funding potential, ensure compliance, and achieve their mission more efficiently. #Nonprofit #GrantManagement
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CEO at Grant Consulting Services, GPA Approved Trainer, Certified Grant Professional
The feasibility process is designed to provide you with solutions to be better equipped to seek and secure grant funding. By answering a few key questions, you'll gain valuable insights into your organization's grant readiness. Click here to get started! https://bit.ly/3WoG90x
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