Programs for Deepening Understanding of Finance
The Presbyterian Foundation is pleased to bring you another Day of Learning with presentations and conversation about church finances and investments.
This FREE online learning opportunity is set for November 8, 2022.
12:00 PM ET/9:00 AM PT Understanding Budgets and Reports with Robert Hay, Senior Ministry Relations Officer, walks your through Understanding Budgets and Reports; how should you structure a church budget, how do you read various financial reports, what should you be looking for? He’ll help you understand all of this in accessible language and examples.
2:00 PM ET /11:00 AM PT Know your Fund Types: what are they and what are they for with Anita Clemons, Senior Vice President of Investment Management. Mutual funds, Exchange Traded Funds, risks, fees, accessibility of assets – all of this will be reviewed so you have the knowledge to ask the right questions.
4:00 PM ET/1:00 PM PT Understanding Investments: strategies, trends, and concerns with Brad Masters, Vice President, New Covenant Trust Company. Stocks, bonds, market fluctuations, inflation… trying to figure out how to plan in uncertainty is scary. Brad Masters will help explain what all this is, what to look for, and provide tools to help you as an informed investor.
There will be a live Q&A following the three programs.
Questions? Please contact the Presbyterian Foundation.