Events

Live Webinar: Grantmaking in a Volatile Market

Event Details

  • Date/Time: Tuesday, March 28th, 2023 from 11:30 am to 12:30 pm
  • Categories:

We invite you to join us for a comprehensive discussion where experts in the philanthropic community will share their thoughts about the current market environment and how it impacts a private foundation’s grantmaking and future plans.

Key Topics

  • Current market climate and giving strategies
  • Grantmaking considerations, such as multi-year or conditional grants
  • Due diligence and other considerations in the grantor and grantee relationship
  • Recent trends and distribution requirements
  • Looking ahead to the future

    Who Should Attend
    Foundation Board Members, Executives, Chief Financial Officers, Controllers, Program Officers and other private foundation professionals.

    Hosts
    PKF O’Connor Davies
    Anan A. Samara, EA, Partner
    Scott A. Brown, CPA, Partner
    Joseph L. Ali, CPA, Partner

    Featured Speakers
    Amy Holmes, Director, Rockefeller Philanthropy Advisors
    Richard A. Ribeiro, Chief Financial and Operations Officer, Turrell Fund

    CPE Credits
    1 CPE Credit in Specialized Knowledge
    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.

    PKF O’Connor Davies is registered 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 acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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