2016 Agenda

Highlights will include

Comprehensive Community Planning and your trust.

How they can work together

 

Request for Proposal Process

Learn the basics of a proper procurement process. Tips and insights to ensure an effective process and mistakes to avoid

 

Understanding Investment Reporting

Learn how to see through the marketing component of your reporting to get to the substance of the reports.

 

Insurance

There are many types of insurance that Trustees should consider. This session will provide an overview of Trustee liability insurance, Litigation insurance and Negotiation insurance

 

You can download agenda here

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