Description:
This book provides a roadmap you might need to gain clarity and confidence to oversee your medical nonprofit's investments effectively, fulfill fiduciary duties, and align financial decisions with mission-driven impact.
Brief description: Matt Paprocki, JD, CFA, CFP(R), is a registered investment advisor representative, certified financial planner(R), and holder of the right to use the Chartered Financial Analyst(R) designation. He is also a licensed attorney in Illinois, having earned his Juris Doctor from DePaul University College of Law, where he graduated Magna Cum Laude, was elected to the Order of the Coif, and served as assistant executive editor of the DePaul Law Review.Paprocki specializes in providing analysis and guidance regarding investment management strategies for nonprofit organizations as part of MEDIQUS's Institutional division. Over his career, he has worked closely with more than 100 nonprofit organizations, helping them navigate the complexities of investment management, fiduciary responsibility, and financial policy development.His expertise in the unique challenges facing medical nonprofits - from regulatory compliance to mission-aligned investing - makes him well suited to guide healthcare organization leaders through the intersection of financial stewardship and mission fulfillment. Paprocki has authored numerous whitepapers and articles on topics including reserve fund establishment, investment policy statements, and charitable giving strategies.He is a member of the CFA Society of Chicago and holds a bachelor's degree in business/economics from Wheaton College (Illinois). Paprocki lives with his wife Rebecca and daughter Hallie, and is deeply committed to helping nonprofit leaders maximize their impact through sound financial management.