This event has completed.

05/13/2024 - 05/13/2024
12:00 PM - 1:00 PM CST

Join us for an overview of best practices and key considerations for an investment consultant search process. We'll cover a range of topics, including how to think about your investment consultant model, reasons to consider a search, ways to structure the search process itself, and decision-making tips. We'll demystify what can seem like an overwhelming process, leaving you equipped to take this work on for your own foundation. 

Bobby Bruning and Terri Wareham, with Kaufman Hall, which offers consultant search services for a range of non-profit organizations, will be leading the discussion, along with Laura Kernaghan from the Chicago Community Trust. 

Learning Objectives:

• Describe investment consulting models and understand what fits your needs
• List three reasons to consider a selection process
• Understand how to set search priorities and determine whether to engage a search consultant
• Evaluate different models (RFI, RFP, interviews) for gathering information & set an evaluation framework 
• State the core principles of an investment consultant search process

1.0 CPE Credit Pending. In order to be awarded the full credit, you must respond to the polling questions asked during the program and complete the evaluation form afterwards.



FAOG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.