Financial Workshop

Details

Raffles is hosting an in-person Financial Workshop on Wednesday, June 5, 2024…and you’re invited! The workshop will be held at the offices of Captive Resources (1100 N. Arlington Heights Road, Itasca, IL 60143). We hope you can join us for this event – Lunch will be served 11.30am – 12.10pm; Workshop is 12.15pm – 4.30pm, followed by a Happy Hour 4.30pm-6.00pm – a chance to network with other partners – both lunch and Happy Hour are optional.

Learn the financial intricacies of Raffles and how it directly relates to your company. Topics include the following:

• Raffles 101
• Status of Raffles Today
• Member Equity Statements
• A Fund Assessment Process
• Accounting & Disclosures
• Distributions and Tail Fund
• Tax Forms
• Captive Investors Fund (CIF)

This workshop is ideal for CFOs, controllers, outside CPAs, tax accountants, prospective members, etc., as these workshops can assist anyone tied to your financial reporting. For anyone planning to attend the Financial Workshop, advanced registration is required using the link provided below. (Registration closes Friday May 31^st)

Registration Instructions – Raffle Financial Workshop – Offices of Captive Resources, Itasca, IL

1. Online registration is required HERE(opens in a new tab)

Username Raffles is the username (case sensitive)

Password June is the password (case sensitive)

2. Next, the “Workshop” tab will pop-up giving you all the details
3. Next, click on the “Click to Register” link at the top of the screen and enter your information under the “Registrant” tab.
4. Next, click on the “Release” tab and review and execute the Workshop Assumption of Risk & Release along with the Covid Release
5. Next, click on the “Outing & Meals” tab and indicate if you’ll be joining us for lunch and/or Happy Hour
6. Lastly, and most important… go to the top right portion of the page and click the “Register Me” link at the top of the screen. This is the final step for processing your registration.
7. You’ll receive a confirmation email within a week. Otherwise, please contact Brianne at bsander@captiveresources.com(opens in a new tab)

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Hotel Information

For those traveling from outside the Chicago, IL area, there are a number of hotel options available with the 2 closest being:

• Westin Hotel(opens in a new tab)
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• Hyatt Place(opens in a new tab) 
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We look forward to seeing you in June at Raffles Financial Workshop! Please feel free to forward this invitation to others that may also be interested in learning more about Raffles. Most importantly, register today! 

Sincerly,
Catherine Murphy, FCA