All Events
Webinar
Navigating Markets, Policy, and Nonprofit Priorities
woman in meeting smiling

Join us for Navigating Markets, Policy, and Nonprofit Priorities

Register Now

Event Overview

Join Innovest and Eide Bailly for a virtual conference exploring how today’s economic trends, shifting market valuations, and evolving public policy are reshaping long-term financial planning and organizational strategy for nonprofits.

These sessions will equip you with insights into portfolio diversification, cash flow management, and the broader societal factors influencing decision-making. You’ll also learn how recent legislative changes impact energy incentives introduced under the Inflation Reduction Act of 2022, including updated eligibility requirements, phase-out timelines, and monetization strategies. Don’t miss this opportunity to strengthen your organization’s financial resilience and strategic foresight.

Our first session, the 2025 Economic Update, will discuss the key economic and investment factors that should inform long-term financial planning. We will examine how current market valuations impact portfolio diversification, expected returns, and cash flow strategies, while also addressing the challenges posed by market volatility. This session will also highlight the role of public policy and societal progress in shaping financial decision-making and organizational strategy.

The second session, New Tax Legislation and its Impact on Energy Incentives for Exempt Organizations, will provide an essential update on how recent tax legislation is reshaping energy incentives for exempt organizations. We will discuss the new rules and their practical implications, as well as the accelerated phase-outs affecting the New Energy Efficient Home Credit and the Energy Efficient Commercial Buildings Deduction. This session will also address new documentation requirements related to construction timelines and foreign entity restrictions — critical details for compliance and strategic planning.

Date and Time
Tuesday, November 11
11 a.m. - 1 p.m. CT
Location
Online (Webinar)
Cost
Free
Contact
webinars@eidebailly.com
Learning Objectives
  • Identify crucial economic and investment factors, particularly for long-term planning.
  • Explore how current market valuations affect portfolio diversification, expected returns, and cash flow strategies.
  • Recognize the challenges and opportunities presented by market volatility.
  • Examine the impacts of the new tax legislation on energy incentives. 
  • Summarize the changes for the following incentives: Clean Energy and Clean Electricity Investment Tax Credits (Sections 48, 48E), Clean Electricity Production Credits (Sections 45, 45Y), Alternative Fuel Infrastructure Credit (Section 30C), and Clean Commercial Fleet (Section 45W).
  • Discuss accelerated phase-outs for the New Energy Efficient Home Credit and Energy Efficient Commercial Buildings Deduction (Section 179D).
  • List additional documentation requirements for beginning of construction and prohibited foreign entities provisions.

    The information on this is provided solely for general educational purposes only and does not create a binding business or professional services relationship. Because business practice, business trends, technology, and governing laws and regulations vary by location, compliance with such standards depends on each individual's particular circumstances.

    This website is distributed with the understanding that Eide Bailly LLP is not rendering legal, accounting or other professional advice or opinions on specific facts or matters and, accordingly, assumes no liability whatsoever in connection with its use. Any reliance on the information in this site is solely at the user's own risk. Before making business decisions, please consult an Eide Bailly LLP professional. In addition, all trademarks used or referred to on this website are the property of their respective owners.

    This site contains links to servers maintained by other businesses and organizations. For this reason, Eide Bailly LLP does not provide any warranty about the accuracy or source of information found on any of these servers, or the content of any file that you might choose to download from a third-party site.

    Eide Bailly LLP and its affiliates may use cookies and similar technology on our websites. By continuing to use this or any Eide Bailly website, you agree that we can place cookies and similar technology on your device, including your mobile device, and that the following information may be collected to the extent permissible under applicable law: your device IP address, unique device identifier, device operating system, mobile carrier and location information.

    Customer Relationship Summary | Additional Disclosures

    Eide Bailly Advisors, LLC., Eide Bailly Agency, LLC., are wholly owned and operated by Eide Bailly LLP. Insurance products offered or issued via Eide Bailly Agency, LLC. Not all products and services are available in all states.