From the Ground Up: Streamlining Fund Management Through Partnership & Technology
3:45 PM - 4:45 PM CT
Speaker(s): Katie Ellwanger, Director of Financial Accounting, University of Iowa Center For Advancement, Bill Dean, General Manager, NonProfit+
Competencies: Relationship BuildingBusiness and Financial Acumen
Experience Level: Level 5Level 4- Senior/ Experienced Mid Level Career
Elective Session
In this session, both presenters will discuss how they stripped down the quarterly investment allocation process and rebuilt it from scratch leveraging process improvement, technology, and changes to investment philosophy. Designed around fund management best practices while allowing for the occasional exception, what used to be a multi-day process is now completed in a fraction of the time because of this partnership and leveraging of technology.