As an association executive, your Board relies on you and the finance committee to uphold the organization’s fiduciary duty—protecting assets, ensuring transparency, and aligning investments with purpose and policy. But in today’s dynamic environment, effective fiduciary oversight requires more than good intentions—it requires good data.

In this interactive session, we’ll explore the evolving role of the finance committee in stewarding organizational assets and examine the principles of prudent fiduciary oversight. Participants will also get a first look at Raffa Investment Advisers’ new Study on Nonprofit Investing (SONI) Peer Benchmarking Dashboard, designed to help associations measure how they compare to their peers and industry best practices on key indicators of financial health. We’ll demonstrate how association executives can use this tool to drive data-informed discussions with Boards, justify investment decisions, and strengthen fiduciary accountability.

You’ll leave with actionable steps to align your investment policies, improve committee effectiveness, and confidently guide your Board toward stronger financial stewardship.