Quarterly Webinar: Best Practices in Grantee Due Diligence

For most foundations, grantmaking is a major expenditure, which quite often can be very substantial. For this reason, it is critical to undertake thorough due diligence into prospective grantees. Please join us for this live webinar, in which our experts examine the ways in which foundations can identify critical attributes and assess alignment between the foundation’s mission and grantee goals.

Key Topics:

• Backdrop and Overview of Grantmaking Function
• Due Diligence Model and Risk Identification
• Structure and Governance
• Activities and Regulations
• Financial Information
• Information and Communication
• Monitoring Procedures
• IT Environment
• Social Environment

Who Should Attend:
Presidents, Executive Directors, Chief Financial Officers, Controllers, Program Officers and other Private Foundation Professionals.

Hosts:
PKF O’Connor Davies
Joseph Ali, CPA, CGMA, Partner
Scott Brown, CPA, CGMA, Partner
Anan Samara, EA, Partner

Featured Speakers:
PKF O’Connor Davies
Elizabeth Gousse Ballotte, Principal, Private Foundation Services
Tania Miranda, CPA, Manager, Private Foundation Services
Eric Hillman, CPA, Manager, Private Foundation Services

CPE Credit:
1 CPE Credit: Accounting
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 the PKF O’Connor Davies CPE Firm Administrator at 914.381.8900.