Nicholas Calandra
2025-12-02
1
Specialized Knowledge
State of Giving 2025
Distributed by:
NC

Issued to

Nicholas Calandra

Want to report a typo or a mistake?

Credential Verification

Issue date: December 2, 2025

ID: 80a81510-218d-47d9-8b89-6672dddafc4d

Issued by

ECFA

Verified

Type

Event

Level

Professional

Format

Hybrid

Duration

1 hours

Price

Free

Description

Economic conditions continue to shape investment opportunities, organizational planning, and long-term stewardship decisions. In this session, Sloan Smith, Principal and Director at Innovest, will join Jake Lapp, Senior Vice President of Member Accountability at ECFA, to provide an overview of the current economic and market environment, discuss key investment implications, and explore how the Christian investing landscape is evolving. Attendees will gain insight into recent developments in faith-based investing, the growing availability of Christian investment solutions, and the evidence that Christian investment solutions can deliver competitive investment outcomes. This session will also address when organizations may consider evaluating their investment management relationships, common catalysts that trigger a request for proposal (RFP) process, and best practices for conducting a thoughtful review. Drawing on current market trends and industry experience, attendees will leave equipped to make informed decisions about their investment programs and long-term financial stewardship.

Earning Criteria

Participation

ECFA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Watching

Watched 50 minutes of instruction

Other

Answered 3 poll questions