BEGIN:VCALENDAR VERSION:2.0 PRODID:-//PKF O'Connor Davies//NONSGML Events//EN CALSCALE:GREGORIAN X-ORIGINAL-URL:https://www.pkfod.com/events/ X-WR-CALDESC:PKF O'Connor Davies - Events BEGIN:VEVENT UID:20261102T2346Z-1793663168.35-EO-24477-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20261103T202740Z CREATED:20261102T175420Z LAST-MODIFIED:20261102T175420Z DTSTART;TZID=America/New_York:20261203T084500 DTEND;TZID=America/New_York:20261203T113000 SUMMARY: 19th Annual Private Foundations Executive Symposium DESCRIPTION: Join PKF O’Connor Davies in person or via live stream for our 19th Annual Private Foundations Executive Symposium on December 3\, 2026. C onnect with foundation leaders and explore timely insights on the philanthr opic landscape\, foundation sunsetting\, AI\, cybersecurity and IRS develop ments. X-ALT-DESC;FMTTYPE=text/html:

Connect with fellow foundation leaders\, e xchange fresh ideas and discover practical ways to advance your foundation’ s mission. Join PKF O’Connor Davies on Thursday\, December 3\, 2026\, for o ur 19th Annual Private Foundations Executive Symposium to hear perspectives from specialists and peers that will inform your planning for the year ahe ad.

Explore the philanthropic landscape following the midterm electio ns\, thoughtful approaches to sunsetting a foundation\, opportunities to us e artificial intelligence responsibly\, strategies to strengthen cybersecur ity and the latest IRS developments.

Program Highlights:

Update from Washington\, D.C. and the Midterm Elect ions – Legislative and policy developments\, election outcomes and their impact on private foundations and the broader philanthropic communit y.
Sunsetting a Private Foundation: Planning for Lasting Im pact – Key considerations for spending down and concluding operati ons while honoring donor intent\, supporting grantees and preserving a lega cy.
Cybersecurity and AI: Opportunities and Responsible Inn ovation – Practical perspectives on using AI in foundation operati ons while safeguarding sensitive information\, strengthening cybersecurity and maintaining effective oversight.
IRS Update: What Priva te Foundations Need to Know – Recent IRS developments and complian ce considerations.

Whether you’ll join us in person or via live stream\, we look forward to welcoming you for a timely and thought-provoki ng 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\, Controll ers\, 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 Phila nthropic and Foundation Services

Presenters:
Integer\, LLC
Sara Barba\, Managing Partner

Harlem Children’s Zone
Ralph St efano\, Chief Financial Officer\; formerly the Chief Financial Officer\ , Edna McConnell Clark Foundation

PKF O’Connor Davies
< a href="https://www.pkfod.com/people/thomas-demayo/">Thomas DeMayo\, Pa rtner\, Cybersecurity and Privacy Advisory
Maher Masri\, Partner\, Chief AI and Transform ation Officer
Ta nia Miranda\, Director

CPE Credits:
1 CPE c redit in Specialized Knowledge\; 1 CPE credit in Information Technology
No prerequisites or advanced planning required
Program Level: Basic< br />Delivery Method: Group Program
Learning Objectives:

~~Id entify key implications of the midterm election results for private foundat ions and the broader philanthropic sector.~~
~~Identify key financial\ , operational and governance considerations when planning to sunset a priva te foundation.~~
~~Evaluate how distribution timelines and grantee tra nsition planning can support a foundation’s charitable mission and lasting impact.~~
~~Identify opportunities to use artificial intelligence in f oundation operations and grantmaking.~~
~~Recognize emerging cybersecu rity threats\, including threats enabled by artificial intelligence.~~

< li>Identify governance practices and internal controls that support respons ible AI use and protect foundation assets and sensitive information. < li>Identify recent IRS guidance and developments affecting private foundati ons.
Recognize the implications of these developments for foundatio n tax compliance\, reporting and administrative practices.

To obtain CPE credit\, you must be in atten dance for at least 50 minutes per credit hour and complete at least three p olling questions per hour. For information regarding complaint and/or progr am cancellation policies\, please contact l&dsupport@pkfod.com.

PKF O’Connor Davies is register ed with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the a cceptance of individual courses for CPE Credit. Complaints regarding regist ered sponsors may be submitted to the National Registry of CPE Sponsors thr ough its website: www.nasbaregistry.org.

CATEGORIES:Firm-Hosted Events LOCATION:PKF O'Connor Davies - Conference Center - 5th Floor GEO:0.000000;0.000000 ORGANIZER;CN="Harleen Ghuman":MAILTO:hghuman@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/19th-annual-private-foundations- executive-symposium/ END:VEVENT BEGIN:VTIMEZONE TZID:America/New_York BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 DTSTART:20261101T060000 TZNAME:EST END:STANDARD END:VTIMEZONE END:VCALENDAR