17th Annual Private Foundations Executive Symposium
December is the perfect time to experience the magic of New York City and gather with peers to explore new and exciting issues impacting the private foundation landscape.
We are thrilled to invite you to an exclusive in-person event, where our specialists will cover the most pressing topics facing the private foundation community today and beyond. Highlights include:
- The impact of the 2024 Election on philanthropy
- Essential tax updates for private foundations: Navigating key IRS focus areas and 2024 Priority Guidance Plan
- The increasing role of Artificial Intelligence in philanthropy
- Emerging cybersecurity threats
Whether you can join us in person or via our live stream, we look forward to having you with us for this timely and insightful discussion.
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. – 11:30 a.m. – Program
Who Should Attend:
Foundation Board Members, Executives, Chief Financial Officers, Controllers, Program Officers and other private foundation professionals.
Hosts:
PKF O’Connor Davies
Thomas F. Blaney, CPA, CFE, Partner
Christopher D. Petermann, CPA, Partner
Practice Leaders of Philanthropic and Foundation Services
Presenters:
Integer, LLC
Sara Barba, Principal
Technology Association of Grantmakers
Jean Westrick, Executive Directors
PKF O’Connor Davies
Garrett M. Higgins, CPA, Partner-in-Charge, Exempt Organization Tax and Advisory Services Group
Thomas J. DeMayo, Partner, Cybersecurity and Privacy Advisory
CPE Credit:
1 CPE credit in Specialized Knowledge
1 CPE credit in Information Technology
1 CPE credit in Taxes
No prerequisites or advanced planning required
Program Level: Basic
Delivery Method: Group live
For information regarding complaint and/or program cancellation policies, please contact l&dsupport@pkfod.com.