Private foundation leaders and peers will convene on December 4, 2025 in New York City for a day of insights, innovation and practical guidance shaping the private foundation landscape.
Our specialists will unpack the latest legislative, financial and technological trends – including developments from Washington D.C., AI’s role in grantmaking, investment due diligence best practices and updates from the IRS – all to help you navigate the remainder of 2025 and face what lies ahead with confidence. Highlights Include:
- Update from Washington, D.C.– Legislative and policy developments and their impact on foundations and philanthropy
- Investment Due Diligence – Best practices for evaluating and overseeing investment expenses
- Lead with AI, Don’t Let AI Lead You – Practical insights on leveraging artificial intelligence in the grants process
- IRS Update – A timeline of private foundation provisions in the “One Big Beautiful Bill Act” and what’s ahead
Whether you’ll join us in person or via live stream, we look forward to welcoming you for a timely and thought-provoking conversation with leaders across the philanthropic community.
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
Unbound Philanthropy
Christopher Percopo, Chief Operating Officer
PKF O’Connor Davies
Helen Rexwinkel, Director
Tania Miranda, CPA, Director
Lauren A. Reale, CPA, Director
CPE Credit:
2 CPE credits in Specialized Knowledge
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.