Webinars Presented by STEM Society Experts
CESSE hosts informational webinars from a wide range of relevant topics throughout the year. They are available to all CESSE members for an unlimited time. Learn how you can join CESSE to take advantage of these valuable resources.
Responsible Investments for Nonprofits: What to Consider Before Investing
Tuesday, October 12 | 2 pm ET
Log in to Register
With responsible investing growing in popularity, many nonprofit investment stewards are wondering whether they can, or should, include sustainable, green or socially responsible investments in the organization’s long-term portfolio.
- Are such investments consistent with the organization’s mission?
- How do sustainable investments perform compared to their non-sustainable peers?
- What changes need to be made to our investment policies, if any?
- What other issues should we consider before investing?
These are some of the questions Towneley Capital Management will address in this timely webinar.
Attendees can earn 1 CAE credit.
Meet the Speakers
Robyn L. Clarke, J.D., CFP®, AIFA®
Director of Fiduciary Services
Joining Towneley in 2001, Ms. Clarke oversees the firm’s fiduciary services and serves as lead developer and implementer of Towneley’s Fiduciary Edge Program™ for investment stewards. With a goal of assisting clients to thrive, make a difference and realize a lasting impact, Ms. Clarke offers expert counsel on a wide range of financial planning issues while also managing the company’s regulatory compliance. A CERTIFIED FINANCIAL PLANNER™ certificant since 2005, she earned her J. D. at the University of California, Davis following an undergraduate degree from Occidental College. Ms. Clarke is an Accredited Investment Fiduciary Analyst™ (AIFA®) designee and is an active member of the Orange County Chapter of the Financial Planning Association.
Martin Standish, CFA, CFP®, CAIA
Senior Portfolio Manager
Mr. Standish has over 30 years of institutional and private wealth management experience. He joined Towneley in 2019 as a lead advisor, collaborating with the team in all aspects of portfolio management, financial planning, client servicing, and business development. His extensive experience in the wealth management and banking industry brings a broad perspective when developing solutions for the complexities of personal, business, and family finances. He specializes in advanced investment analysis and applies his knowledge and skills in delivering Towneley’s investment advice to our clients. Prior to joining Towneley, he provided holistic investment management to high net worth families, foundations and endowments at firms such as Macquarie Asset Management, Morgan Stanley and Union Bank.
CESSE Member Webinar Library
CESSE members can log in to view the webinar library and watch the recorded sessions.
Free Webinars on COVID-19 Topics
During these trying times, we feel it's right to provide not only our STEM society members the resources they need to navigate the COVID-19 crisis, but also the broader community of association professionals. We are offering very relevant and timely presentations to help you guide your associations.
CESSE is a CAE Approved Provider
This webinar meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies.
For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae. As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for 1 credit toward your CAE application or renewal professional development requirements.
Note: Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. There are no specific individual courses required as part of the applications – selection of eligible education is up to the applicant based on his/her needs.
CESSE is a CMP Approved Provider
CESSE has been approved by the Events Industry Council (EIC) as a Preferred Provider of the above-listed continuing education courses, which qualify for CMP continuing education credit. Determination of continuing education credit eligibility or Preferred Provider status does not imply EIC’s endorsement or assessment of education quality.