16th Annual Private Foundations Executive Symposium
We invite you to join us for an in-person gathering to explore trends and topics impacting the private foundation community now and in the future. Leading experts will share their insights on a range of topics, including IRS updates and its funding and utilization of artificial intelligence (AI). Additionally, we will explore the growing threats and shifting landscape of cybersecurity, available insurance and impact of AI. We will also address the workforce retention challenges encountered by numerous foundations.
If you are unable to join us in person that day, please register for live streaming of this event!
Attend Live or Join Us on Zoom:
Register here for live attendance
Register here for virtual attendance
Agenda:
8:45 a.m. – 9:30 a.m. – Registration / Breakfast / Networking
9:30 a.m. – 11:35 a.m. – Program
Key Topics:
- Employee Retention Challenges and Strategies for Holding on to Talent
- How Foundations Can Protect Against Cyber Risk
- Cybersecurity Insurance: A Close Look at Coverage, Availability and Premiums
- Update on IRS Changes, Tax Compliance and its Increasing Use of Audit AI
Presenters:
Phillips Oppenheim
Paul Spivey, Principal
Insurance Capital Solutions (ICS) Group
Kelly S. Geary, Esq., CIPP/US, ACP, CCP, Managing Principal, Executive and Cyber Solutions
PKF O’Connor Davies
Thomas J. DeMayo, Partner, Cybersecurity and Privacy Advisory
Garrett M. Higgins, CPA, Partner-in-Charge, Exempt Organization Tax and Advisory Services Group
Hosts:
PKF O’Connor Davies
Thomas F. Blaney, CPA, CFE, Partner
Christopher D. Petermann, CPA, Partner
Practice Leaders of Philanthropic and Foundation Services
Who Should Attend:
Foundation Board Members, Executives, Chief Financial Officers, Controllers, Program Officers and other private foundation professionals.
CPE Credits:
1.5 CPE Credit in Taxes, 1 CPE Credit in Information Technology
No prerequisites or advanced planning required
Program Level: Basic / Delivery Method: Group Internet Based
For information regarding complaint and/or program cancellation policies, please contact l&dsupport@pkfod.com.