November 2, 2023 – Fiduciary Best Practices

November 2, 2023 @ 12:00 pm – 1:00 pm
The Catholic Foundation
257 East Broad Street
OH 43215
Dale Abrams


Thursday, November 2, 2023
Noon-1:15 Lunch and Program

“Fiduciary Best Practices”

Presenter:  Kyle Ryan
Manning & Napier

Understanding fiduciary duty is crucial for non-profit boards and staff to meet their obligations, protect themselves from liability, and fulfill their organization’s mission.
Learning Objectives:
  • What and who are fiduciaries?
  • What are the principles of fiduciary duty?
  • What is the Uniform Prudent Management of Institutional Funds Act (UPMIFA)?
  • What are key aspects of investment and spending policies?
  • How do you prudently select, evaluate and monitor outside experts?

C. Kyle Ryan is a Senior Financial Consultant at Manning & Napier. In this capacity, he is responsible for coordinating all aspects of client relationships with Manning & Napier. Kyle has over 20 years of experience in the financial services industry. Prior to joining Manning & Napier in 2006, Kyle was the Director of Client Services & Sales at Rigger+Stern Capital Management, LLC and a Financial Advisor with Merrill Lynch.  Kyle earned his BSBA in Finance and Banking from the University of Missouri-Columbia is involved with various non-profit organizations in his community. He currently holds Series 6, 63, 65, and 66 licenses.



11:45am-Noon – Registration and networking
Noon-1:15pm – Education Program
Catering provided by Catered by Chaneice

Registration Fee:

No Charge for CGPCO Members* – online reservations required 
*Membership benefits are not transferable to colleagues.
CGPCO members – if you need to cancel please do so before the RSVP deadline or the chapter will be charged for your meal.
$45 Guests – online reservations and credit card payments required by the RSVP deadline

Cancellations received in writing to by the RSVP deadline are eligible for a full refund.  Cancellations received after the deadline will not receive a refund since we will have paid for your meal.

RSVP Deadline is Noon on Tuesday, October 31

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