Live Webinar: 14th Annual Private Foundations Executive Symposium

We invite you to join us to explore cutting edge issues that foundations will face in the coming year. Our leading experts will share their insights on proposed Federal legislation, best practices in sustainable development standards and utilizing program-related investments as both an investment and program vehicle.

Key Topics:

• Accelerating Charitable Efforts Act (ACE Act) – Does it impact your foundation, and if so, to what extent?
• Program-Related Investments (PRIs) – Simple or sophisticated vehicles a foundation should consider.
• Environmental, Social and Governance (ESG) – Tidbits for foundations and grantees to meet sustainable development standards.

Who Should Attend:
Board Members, Executive Directors, 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

Featured Speakers:
Sandra G. Swirski, Attorney, Urban Swirski & Associates
Nicholas J. Schiavo, Chief Financial Officer, The Leona M. and Harry B. Helmsley Charitable Trust
Krista Adler, Associate General Counsel, The Leona M. and Harry B. Helmsley Charitable Trust
Gina Agiostratidou, Program Director, The Leona M. and Harry B. Helmsley Charitable Trust
Joshua Burgher, Principal, PKF O’Connor Davies
Elizabeth Gousse Ballotte, Principal, PKF O’Connor Davies