March Lunch & Learn Mini-Workshop: "Approach financial discussions with your Board of Directors & donors with confidence!" MarchMar 15 2022 11:00am - 01:00pm601 Pierce Street, Sioux City, IA

Siouxland Philanthropy presents our March 2022 Lunch & Learn Mini-Workshop:
"Approach financial discussions with your Board of Directors & donors with confidence!"
Presented & facilitated by Krista Eberly, CFP Portfolio Manager at Security National Bank
When: Tuesday, March 15, 2022, 11am-1pm
Where: Security National Bank, 3rd Floor Converence Room, 601 Pierce Street, Sioux City IA (parking at MLK parking ramp-first hour free)
Approach financial discussions with your Board of Directors and donors with confidence! This two-part mini-workshop will give you the confidence you need and a safe place to ask your questions. This is a great opportunity to invite other staff members and board members too! You can register for one or both of the segments ... the cost is the same whether you attend part or all of the mini-workshop.
11:00-11:45am: "Investments 101" - Understanding the basics of investments and asset classes. Brush up on your terminology or learn some new terminology.
11:45am: lunch break & networking (please make your lunch selection when you rsvp)
12:00-1:00pm: "Investments 202 - Policy Guidelines" - What is policy guideline & how does it work over time? Arm yourself with tools to help your Board of Directors understand and to strengthen your conversations with donors.
• FREE for Siouxland Philanthropy Members - PLEASE RSVP & select your lunch option at:
(additional attendees of a SP Member only pay $10 to attend:

• $35 for non-members - register online now at:

• For information on becoming a member, please email or visit our website at: or pay online at:

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Security National Bank, 601 Pierce Street, Sioux City, IA


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