Working with endowments and foundations clients can be very rewarding on a number of levels. There are the obvious economic and professional rewards, but the personal rewards also are compelling. Join Scott Thayer for a discussion on the endowments and foundations competitive marketplace, private wealth management versus nonprofit consulting and the value proposition for both, advanced topics pertinent to endowments and foundations clients, and necessary business infrastructure requirements for working with these clients.

Speaker:

Scott Thayer, CIMA^®
Practitioner faculty for CIMA^® certification, University of Chicago Booth, Yale School of Management

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected