Please join us for an interactive forum de signed to help not-for-profit organizations identify and manage operational and personnel challenges\, initiate a cryptocurrency gift acceptance polic y\, comply with recent tax changes and discover the best approach to apply the new lease accounting standard. Our specialists will share insights and best practices that executive management and Board members can use to addre ss changes associated with governance\, operations\, financial reporting an d tax filings.
Attend Live or Join Us on Zoom:
Register here for live attendance
<
a href="https://us06web.zoom.us/meeting/register/tZwud-qtqzgjGNGz3JWHfuSBo9
olPjDq60mv">Register here for virtual attendance
Agenda:<
/strong>
8:15 a.m. - 8:45 a.m. - Registration/Networking/Breakfast
8:45 a.m. - 10:45 a.m. - Program
Key Topics:
Host:
Mark Piszko\, CPA\, CGMA\, Partner-i
n-Charge\, Not-for-Profit Services Group
Presenters:
PKF O'Connor Davies
Alexander Buchholz\, CPA\, MBA\, CGMA\, Partner\
, Not-for-Profit Services Group
Garrett Higgins\, CPA\, Partner-in-Charge Exempt Organ
ization Tax and Advisory Services
Kristin Anderson\, CPA\, Senior Mana
ger\, Exempt Organizations Tax and Advisory Services
Kevin Keane\, Jr.\, CP
A\, Senior Manager\, Financial Services
AHRC\, NYC
Amy West\, CPA\, CGMA\, Execu
tive Vice-President and CFO
CPE Credit:
1 CPE C
redit in Specialized Knowledge\, .5 in Accounting\, .5 in Tax
Please join us for an in-person gathering to explore cutting-edge issues and topics affecting the private foundation community\, now and in the year ahead. Our leading experts will share their insights on a range of topics\, including legislative updates from Washing ton D.C.\, the impact of the announced IRS funding\, ever-evolving cybersec urity risks and ways to mitigate them and the increase of ESG initiatives.< /p>
If you are unable to join us in person that day please register for l ive streaming of this event!
Attend Live or Join Us on Zoom:<
/strong>
Register here for live a
ttendance
Register here for virtual att
endance
Agenda:
9:30 a.m. - 11:30 a.m. - Re
gistration/Breakfast/Program
Key Topics:
Hosts:
PKF O'Conno
r Davies
Thomas F. Blaney\, CPA\, CFE\, Partner
Christopher D. Petermann\, CPA\,
Partner
Practice Leaders of Philanthropic and Foundation Services
Artificial Intelligence (AI) is inspiring both excitement and unease across every sector. Non-profit management is wi se to explore what it is\, what it is not and what effect it may have on th eir day-to-day operations. Please join our specialists for an incisive look at the growing use of AI\, the risks it poses to cybersecurity and best pr actices for employing digital applications to conduct business.
This interactive forum will also stimulate lively discussion on the recent tax c ompliance and legal changes that may affect not-for-profits’ governance and operations. Our professionals will share insights on how the IRS' moratori um on Employee Retention Credit (ERC) payments may increase the potential f or audits and how to stay ahead of rapidly changing regulatory oversight.
Attend Live or Join Us on Zoom:
Register here for live attendance
Register here for virtual attendance
Agenda:<
br />8:15 a.m. - 8:45 a.m. - Registration / Breakfast / Networking
8:4
5 a.m. - 10:45 a.m. - Program
Key Topics:
Presen
ters:
PKF O'Connor Davies Advisory\, LLC
Thomas DeMayo\, CISSP\, CISA\, Partner\, Cybersec
urity and Privacy Advisory Services
Suma Chander\, Pr
incipal\, Technology Consulting and Advisory Services
Garrett Higgins\, CPA\, Partner-in-Charge\, Exempt Organizations Tax
and Advisory Services
Eva Mruk\, CPA\, Partner\, Exempt Org
anizations Tax and Advisory Services
Christopher Migliaccio\, CPA\, Partner\, International Tax\, M&A and ER
C Practice Leader
Kristin Anderson\, CPA\, Senior Manager
\, Exempt Organizations Tax and Advisory Services
Se
dreddine and Whoriskey\, LLP
Amarah Sedreddine\, Esq.
Mark Piszko\, CPA\, CGMA\, Part
ner-in-Charge\, Not-for-Profit Services
CPE Credits:1 CPE Credit in Information Technology\, 1 CPE Credit in Taxes
No prerequisites or advanced planning required
Program Level: Ba
sic / Delivery Method: Group Internet Based
For information regarding complaint and/or program cancellation policies\,
please contact l&dsupport@pkfod.com.
We invite you to join us for an in-p erson gathering to explore trends and topics impacting the private foundati on community now and in the future. Leading experts will share their insigh ts on a range of topics\, including IRS updates and its funding and utiliza tion of artificial intelligence (AI). Additionally\, we will explore the gr owing threats and shifting landscape of cybersecurity\, available insurance and impact of AI. We will also address the workforce retention challenges encountered by numerous foundations.
If you are unable t o join us in person that day\, please register for live streaming of this e vent!
Attend Live or Join Us on Zoom:
Register here for live
attendance
Register here for virtual attendance<
/p>
Agenda:
8:45 a.m. - 9:30 a.m. - Registration /
Breakfast / Networking
9:30 a.m. - 11:35 a.m. - Program
Key Topics:
Presenters:
Phi
llips Oppenheim
Paul Spivey\, Principal
Insurance Capital Solutions (ICS) Group
Kelly S. Geary\, Esq.\, CIPP/US\, ACP\,
CCP\, Managing Principal\, Executive and Cyber Solutions
Thomas J. DeMayo\, Partner\,
Cybersecurity and Privacy Advisory
Garrett M.
Higgins\, CPA\, Partner-in-Charge\, Exempt Organization Tax and Advisor
y Services Group
Hosts:
Thomas F. Blaney\, CPA\, CFE\, Partner
Christopher D. Peterman
n\, CPA\, Partner
Practice Leaders of Philanthropic a
nd Foundation Services
Who Should Attend:
Foundation Board Members\, Executives\, Chief Financia
l Officers\, Controllers\, Program Officers and other private foundation pr
ofessionals.
CPE Credits:
<
span>1.5 CPE Credit in Taxes\, 1 CPE Credit in Information Technology
No prerequisites or advanced planning required
We invite you to join us for a complimenta ry mini-seminar to learn how the new SEC Private Fund Adviser Rules may imp act your firm and private funds so you can get a head start on preparing fo r compliance.
The Securities and Exchange Commission’s (SEC)\, Office of the Investor Advocate\, “Report on Objectives” focuses on private fund adviser regulation. The SEC adopted new rules\, effective November 13\, 202 3\, requiring implementation varying from 60 days to 12 to 18 months.
This live\, interactive seminar will provide insight into the rules and ho w to organize your business to achieve compliance.
Registration is limited. Please RSV P by Thursday\, May 30th.
Key Learning O bjectives:
Who Shoul
d Attend:
Private equity and hedge fund investor
s and executives\, GPs\, business owners\, CEOs\, Chief Investment Officers
(CIOs)\, Chief Financial Officers (CFOs)\, treasurers\, controllers\, Chie
f Compliance Officers (CCOs)\, registered investment advisers (RIAs)\, bank
ers\, prime brokers\, general counsel and M&A\, fund formation and private
fund attorneys.
Host:
Eric P. Gelb\, CPA\, Seni
or Managing Director\, Financial Services – Outsourced CFO and Business Dev
elopment
Featured Speakers:
Victor M. Peña\, CPA\, CGMA\
, Partner\, Financial Services Attest
Michael A. Provini\, CPA\, Partner\
, Financial Services Attest
Michael Stellwagen\, CPA\, Partner\,
Financial Services – Outsourcing\, including CFO and Fund Administration
CPE Credit:
1 CPE credit in Ge
neral Knowledge
No prerequisites or advanced planning req
uired
Program Level: Intermediate
Delivery Method: Live Seminar
For information regarding complaint and/or program ca ncellation policies\, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies is re gistered with the National Association of State Boards of Accountancy (NASB A) as a sponsor of continuing professional education on the National Regist ry 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 Sponso rs through its website: www.nasbaregistry.org.
CATEGORIES:Firm-Hosted Events LOCATION:245 Park Avenue\, NYC GEO:0.000000;0.000000 ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/live-event-private-fund-adviser- rules-how-to-get-ready/ END:VEVENT BEGIN:VEVENT UID:20241105T1027Z-1730802426.41-EO-18237-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20260726T131000Z CREATED:20241104T201513Z LAST-MODIFIED:20250217T165632Z DTSTART;TZID=America/New_York:20241205T084500 DTEND;TZID=America/New_York:20241205T113000 SUMMARY: 17th Annual Private Foundations Executive Symposium DESCRIPTION: December is the perfect time to experience the magic of New Yo rk City and gather with peers to explore new and exciting issues impacting the private foundation landscape. We are thrilled to invite you to an exclu sive in-person event\, where our specialists will cover the most […] X-ALT-DESC;FMTTYPE=text/html:
December is the perfect time to experience the magic of New York City and gather with peers to explore new and exciti ng issues impacting the private foundation landscape.
We are thrilled to invite you to an exclusive in-person event\, where our specialists will cover the most pressing topics facing the private foundation community tod ay and beyond. Highlights include:
Whether you can join us in person or via our live stream\, we look forward to having you with us for this timely and insightful discussion.
Attend Live or Join Us on Zoom:
Register here for live attendance
Register here for virtual a
ttendance
Agenda:
8:45 a.m. - 9:30 a.m. - Regis
tration / Breakfast / Networking
9:30 a.m. - 11:30 a.m. - Program
Hosts:
P
KF O’Connor Davies
Thomas F. Blaney\, CPA\, CFE\, Partner
Chri
stopher D. Petermann\, CPA\, Partner
Practice Leaders of Philanthr
opic and Foundation Services
Presenters:
In
teger\, LLC
Sara Barba\, Principal
Technology Association of Grantmakers<
/em>
Jean Westrick
\, Executive Directors
PKF O'Connor Davies
Garrett M. Hi
ggins\, CPA\, Partner-in-Charge\, Exempt Organization Tax and Advisory
Services Group
Thomas J. DeMayo\, Partner\, Cybersecurity and Privacy Adv
isory
CPE Credit:
1 CPE credit in Specialized K
nowledge
1 CPE credit in Information Technology
1 CPE credit in T
axes
No prerequisites or advanced planning required
Program Level
: Basic
Delivery Method: Group live
F or information regarding complaint and/or program cancellation policies\, p lease contact l&dsupport@pkfod.com.
CATEGORIES:Firm-Hosted Events LOCATION:245 Park Avenue\, NYC GEO:0.000000;0.000000 ORGANIZER;CN="Emily Nando":MAILTO:enando@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/17th-annual-private-foundations- executive-symposium/ END:VEVENT BEGIN:VEVENT UID:20241212T1741Z-1734025291.6-EO-18442-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20260726T131000Z CREATED:20241212T142840Z LAST-MODIFIED:20241212T142840Z DTSTART;TZID=America/New_York:20250121T163000 DTEND;TZID=America/New_York:20250121T183000 SUMMARY: Navigating Private Markets – Strategic Insights\, Trends and Compl iance Requirements DESCRIPTION: Join us for an exclusive look at the evolving private equity l andscape. Gain valuable insights and practical knowledge on evaluating your private equity and fund business in light of the SEC’s recent shifts in Pr ivate Fund Adviser Rules for 2024-2025 and emerging market dynamics. Regist ration is […] X-ALT-DESC;FMTTYPE=text/html:Join us for an exclusive look at the evolving private equity landscape. Gain valuable insights and practical kn owledge on evaluating your private equity and fund business in light of the SEC's recent shifts in Private Fund Adviser Rules for 2024-2025 and emergi ng market dynamics.
Registration is limited. Please RSVP by Monday\, January 13 .
Key Topics:
Don't miss this opportunity to deepen your industry expertise and stay ahead in the evolving Private Eq uity landscape.
Who Should Attend:
Private equity and hedge fund investors and executives\, GPs\, LPs\,
CEOs\, CIOs\, CFOs\, treasurers\, controllers\, CCOs\, RIAs\, bankers\, pr
ime brokers\, general counsel and M&A\, fund formation and private fund att
orneys.
Host:
Eric P. Gel
b\, CPA\, Senior Managing Director\, Financial Services – Outsourced CF
O\,
Advisory and Business Development
Featured Speakers
:
Michael A. Provini\, CPA\, Partner
\, Financial Services Attest
Victor M. Peña\, CPA\, CGMA\, Partner
\, Financial Services Attest
Don Melody\, CPA\, CFE\, P
artner\, Financial Services Attest
CPE Credit:
1 CPE credit in General Knowledge
No prerequ
isites or advanced planning required
Program Level: Basic
Deliver
y Method: Live Seminar
For information regarding com plaint and/or program cancellation policies\, please contact l&dsupport@pkfod.com< /a>.
PKF O’Connor Davies is registered with the Nat ional Association of State Boards of Accountancy (NASBA) as a sponsor of co ntinuing professional education on the National Registry of CPE Sponsors. S tate Boards of Accountancy have the final authority on the acceptance of in dividual courses for CPE Credit. Complaints regarding registered sponsors m ay be submitted to the National Registry of CPE Sponsors through its websit e: www.nasbaregistry.org.
CATEGORIES:Firm-Hosted Events LOCATION:245 Park Avenue\, NYC GEO:0.000000;0.000000 ORGANIZER;CN="Alana Zayas":MAILTO:azayas@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/navigating-private-markets-strat egic-insights-trends-and-compliance-requirements/ END:VEVENT BEGIN:VEVENT UID:20250320T2329Z-1742513389.05-EO-18885-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20260726T131000Z CREATED:20250320T184520Z LAST-MODIFIED:20250320T184520Z DTSTART;TZID=America/New_York:20250429T163000 DTEND;TZID=America/New_York:20250429T183000 SUMMARY: Tax Structuring and Business Considerations for Selling Your Busin ess DESCRIPTION: Join us for an insightful session on key tax and deal structur e concepts\, alternatives and business considerations when selling your bus iness. Our specialists will explore current market deal structures and tran saction dynamics\, helping you maximize your enterprise value and after-tax proceeds. This live\, interactive seminar will […] X-ALT-DESC;FMTTYPE=text/html:Join us for an insightful session on key t ax and deal structure concepts\, alternatives and business considerations w hen selling your business. Our specialists will explore current market deal structures and transaction dynamics\, helping you maximize your enterprise value and after-tax proceeds.
This live\, interactive seminar will p rovide a deeper understanding of the company and transaction structuring pr ocess.
Registration is limited. Please RSVP by Tuesday\, April 22.
Key Topics:
Who Should Attend:
Business Owners\, Entrepreneurs\, Privat
e Equity and Hedge Fund Executives\, GPs\, LPs\, CEOs\, Chief Investment Of
ficers (CIOs)\, Chief Financial Officers (CFOs)\, Treasurers\, Controllers\
, Chief Compliance Officers (CCOs)\, Registered Investment Advisors (RIAs)\
, General Partners\, Limited Partners\, Bankers\, Prime Brokers\, General C
ounsel\, and M&A\, Fund Formation and Private Fund Attorneys.
Host and Featured Speakers:
PKF O'Connor Davies
Eric P. G
elb\, CPA\, Senior Managing Director\, Financial Services – Outsourced
CFO\, Transaction Advisory and Business Development
Chris Migliacci
o\, JD\, Partner\, Transaction Advisory Services – Head of Tax Due Dili
gence
Leo Parmegiani\, CPA\, MST\, Tax Partner – Transaction Advisory Di
ligence
PKF Investment Banking
Robert Murphy\, Partner
CPE Credit:
1 CPE credit in Specialized Knowledg
e
No prerequisites or advanced planning required
Program Level: B
asic
Delivery Method: Live Seminar
For information regarding complaint and/or program cancellation policies\, please contact l&dsupport@pkfod.com.
PKF O’Conn or Davies is registered with the National Association of State Boards of Ac countancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the fin al authority on the acceptance of individual courses for CPE Credit. Compla ints regarding registered sponsors may be submitted to the National Registr y of CPE Sponsors through its website: www.nasbaregistry.org.
CATEGORIES:Firm-Hosted Events LOCATION:245 Park Avenue\, NYC GEO:0.000000;0.000000 ORGANIZER;CN="Emily Nando":MAILTO:enando@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/tax-structuring-and-business-con siderations-for-selling-your-business/ END:VEVENT BEGIN:VTIMEZONE TZID:America/New_York BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 DTSTART:20221106T060000 TZNAME:EST END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 DTSTART:20230312T070000 TZNAME:EDT END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 DTSTART:20231105T060000 TZNAME:EST END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 DTSTART:20240310T070000 TZNAME:EDT END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 DTSTART:20241103T060000 TZNAME:EST END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 DTSTART:20250309T070000 TZNAME:EDT END:DAYLIGHT END:VTIMEZONE END:VCALENDAR