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.
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