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UID:20251106T1818Z-1762453080.75-EO-20370-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260728T195858Z
CREATED:20251106T145940Z
LAST-MODIFIED:20251124T214948Z
DTSTART;TZID=America/New_York:20251204T084500
DTEND;TZID=America/New_York:20251204T113000
SUMMARY: 18th Annual Private Foundations Executive Symposium
DESCRIPTION: 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.
X-ALT-DESC;FMTTYPE=text/html: <p>Private foundation leaders and peers will 
 convene on December 4\, 2025 in New York City for a day of insights\, innov
 ation and practical guidance shaping the private foundation landscape.</p><
 p>Our specialists will unpack the latest legislative\, financial and techno
 logical 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 ah
 ead with confidence. Highlights Include:</p><ul><li><strong>Update from Was
 hington\, D.C.</strong>– Legislative and policy developments and their impa
 ct on foundations and philanthropy</li><li><strong>Investment Due Diligence
 </strong> – Best practices for evaluating and overseeing investment expense
 s</li><li><strong>Lead with AI\, Don’t Let AI Lead You </strong>– Practical
  insights on leveraging artificial intelligence in the grants process</li><
 li><strong>IRS Update </strong>– A timeline of private foundation provision
 s in the "One Big Beautiful Bill Act" and what's ahead</li></ul><p>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.</p><p><strong>Attend Live or Join Us on Zoom:</st
 rong><br />Register <a href="https://pkfoconnordavies.registration.goldcast
 .io/events/3500fd8a-67e6-4e6b-8916-d2b713f7cb87?utm_source=postl&utm_medium
 =website&utm_campaign=PF-EVT&utm_id=EVT-LGE-NEX&utm_term=18-th-annual-pf-ex
 ecutive-symposium&utm_content=post">here</a> for live attendance<br />Regis
 ter <a href="https://us06web.zoom.us/meeting/register/mH8J_3ljToGq7GGeyPvg1
 Q#/registration=0">here</a> for virtual attendance</p><p><strong>Agenda:</s
 trong><br />8:45 a.m. - 9:30 a.m. - Registration / Breakfast / Networking<b
 r />9:30 a.m. - 11:30 a.m. - Program</p><p><strong>Who Should Attend:</stro
 ng><br />Foundation Board Members\, Executives\, Chief Financial Officers\,
  Controllers\, Program Officers and other private foundation professionals.
 </p><p><strong>Hosts:</strong><br /><em>PKF O’Connor Davies</em><br /><a hr
 ef="https://www.pkfod.com/people/thomas-blaney/">Thomas F. Blaney</a>\, CPA
 \, CFE\, Partner<br /><a href="https://www.pkfod.com/people/christopher-pet
 ermann/">Christopher D. Petermann</a>\, CPA\, Partner<br />Practice Leaders
  of Philanthropic and Foundation Services</p><p><strong>Presenters:</strong
 ><br /><em>Integer\, LLC<br /></em><a href="https://integerpolicy.com/team/
 sara-barba/">Sara Barba</a>\, Principal</p><p><em>Technology Association of
  Grantmakers</em><br /><a href="https://www.linkedin.com/in/jeanwestrick/">
 Jean Westrick</a>\, Executive Directors</p><p><em>Unbound Philanthropy</em>
 <br /><a href="https://www.linkedin.com/in/christopher-percopo/">Christophe
 r Percopo</a>\, Chief Operating Officer</p><p><em>PKF O'Connor Davies<br />
 </em><a href="https://www.pkfod.com/people/kelly-morrison-lee/">Kelly Morri
 son-Lee</a>\, Managing Director<br /><a href="https://www.pkfod.com/people/
 helen-rexwinkel/">Helen Rexwinkel</a>\, Director<br /><a href="https://www.
 pkfod.com/people/tania-miranda/">Tania Miranda</a>\, CPA\, Director<br /><a
  href="https://www.pkfod.com/people/lauren-a-reale/">Lauren A. Reale</a>\, 
 CPA\, Director</p><p><strong>CPE Credit:</strong><br />2 CPE credits in Spe
 cialized Knowledge<br />No prerequisites or advanced planning required<br /
 >Program Level: Basic<br />Delivery Method: Group live</p><p><em>For inform
 ation regarding complaint and/or program cancellation policies\, please con
 tact </em><a target="_blank" rel="noopener noreferrer nofollow" href="mailt
 o:l&dsupport@pkfod.com"><em>l&dsupport@pkfod.com</em></a><em>.</em></p>
CATEGORIES:Firm-Hosted Events
LOCATION:PKF O'Connor Davies
GEO:0.000000;0.000000
ORGANIZER;CN="Connor Durso":MAILTO:cdurso@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/18th-annual-private-foundations-
 executive-symposium/
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DTSTART:20251102T060000
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