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X-WR-CALNAME:PKF O&#039;Connor Davies - Events
X-ORIGINAL-URL:https://www.pkfod.com/events/
X-WR-CALDESC:PKF O&#039;Connor Davies - Events
BEGIN:VEVENT
UID:20221006T0414Z-1665029689.93-EO-13750-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260818T032833Z
CREATED:20221004T151603Z
LAST-MODIFIED:20250714T182701Z
DTSTART;TZID=America/New_York:20221116T081500
DTEND;TZID=America/New_York:20221116T104500
SUMMARY: Not-for-Profit Executive Forum
DESCRIPTION: Please join us for an interactive forum designed to help not-f
 or-profit organizations identify and manage operational and personnel chall
 enges\, initiate a cryptocurrency gift acceptance policy\, comply with rece
 nt tax changes and discover the best approach to apply the new lease accoun
 ting standard. Our specialists will […]
X-ALT-DESC;FMTTYPE=text/html: <p>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.</p><p><strong>Attend Live or Join Us on Zoom:<br /></strong>
 <a href="https://www.eventbrite.com/e/not-for-profit-executive-forum-ticket
 s-415331566897?aff=affiliate1">Register here for live attendance</a><br /><
 a href="https://us06web.zoom.us/meeting/register/tZwud-qtqzgjGNGz3JWHfuSBo9
 olPjDq60mv">Register here for virtual attendance</a><strong></p><p>Agenda:<
 /strong><br />8:15 a.m. - 8:45 a.m. - Registration/Networking/Breakfast<br 
 />8:45 a.m. - 10:45 a.m. - Program</p><p><strong>Key Topics:</strong></p><u
 l><li>A discussion of the major challenges facing not-for-profits\, includi
 ng talent acquisition and retention.</li><li>A step-by-step example of how 
 to adopt the new lease accounting standard.</li><li>Tax compliance in a pos
 t-pandemic world.</li><li>Best practices for accepting and managing cryptoc
 urrency donations.</li></ul><p><strong>Host:</strong><br /><a href="https:/
 /www.pkfod.com/people/mark-piszko/?utm_source=Click+Dimensions&utm_medium=e
 mail&utm_campaign=2022+-+NFP+Executive+Forum+11%2F16&utm_id=2022+-+NFP+Exec
 utive+Forum+11%2F16">Mark Piszko</a>\, CPA\, CGMA\, Partner-in-Charge\, Not
 -for-Profit Services Group</p><p><strong>Presenters:<br /></strong><em>PKF 
 O'Connor Davies<br /></em><a href="https://www.pkfod.com/people/alexander-b
 uchholz/?utm_source=Click+Dimensions&utm_medium=email&utm_campaign=2022+-+N
 FP+Executive+Forum+11%2F16&utm_id=2022+-+NFP+Executive+Forum+11%2F16">Alexa
 nder Buchholz</a>\, CPA\, MBA\, CGMA\, Partner\, Not-for-Profit Services Gr
 oup<br /><a href="https://www.pkfod.com/people/garrett-higgins/?utm_source=
 Click+Dimensions&utm_medium=email&utm_campaign=2022+-+NFP+Executive+Forum+1
 1%2F16&utm_id=2022+-+NFP+Executive+Forum+11%2F16">Garrett Higgins</a>\, CPA
 \, Partner-in-Charge Exempt Organization Tax and Advisory Services<br />Kri
 stin Anderson\, CPA\, Senior Manager\, Exempt Organizations Tax and Advisor
 y Services<br /><a href="https://www.pkfod.com/people/kevin-keane/">Kevin K
 eane\, Jr.</a>\, CPA\, Senior Manager\, Financial Services</p><p><em>AHRC\,
  NYC<br /></em><a href="https://www.ahrcnyc.org/about/leadership/amy-west/?
 utm_source=Click+Dimensions&utm_medium=email&utm_campaign=2022+-+NFP+Execut
 ive+Forum+11%2F16&utm_id=2022+-+NFP+Executive+Forum+11%2F16">Amy West</a>\,
  CPA\, CGMA\, Executive Vice-President and CFO</p><p><strong>CPE Credit:</s
 trong><br />1 CPE Credit in Specialized Knowledge\, .5 in Accounting\, .5 i
 n Tax</p>
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/not-for-profit-executive-forum/
END:VEVENT
BEGIN:VEVENT
UID:20221022T1614Z-1666455256.24-EO-13856-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260818T032833Z
CREATED:20221021T190344Z
LAST-MODIFIED:20230417T153751Z
DTSTART;TZID=America/New_York:20221207T093000
DTEND;TZID=America/New_York:20221207T113000
SUMMARY: 15th Annual Private Foundations Executive Symposium
DESCRIPTION: Please join us for an in-person gathering to explore cutting-e
 dge 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 Washington D.C.\, the impac
 t of […]
X-ALT-DESC;FMTTYPE=text/html: <p>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><p>If you are unable to join us in person that day please register for l
 ive streaming of this event!</p><p><strong>Attend Live or Join Us on Zoom:<
 /strong><br /><a href="https://www.eventbrite.com/e/15th-annual-private-fou
 ndations-executive-symposium-tickets-412376879347">Register here for live a
 ttendance</a><br /><a href="https://us06web.zoom.us/meeting/register/tZEsce
 mgrj4vH9TeyulV11WkThoQ4gz0lk5l#/registration">Register here for virtual att
 endance</a></p><p><strong>Agenda:</strong><br />9:30 a.m. - 11:30 a.m. - Re
 gistration/Breakfast/Program</p><p><strong>Key Topics:</strong></p><ul><li>
 Update from Washington: How the mid-term elections may affect your foundati
 on.</li><li>As more foundations embrace ESG - What are some of the challeng
 es?</li><li>How to maintain and mature an effective cybersecurity program a
 mid a hostile landscape.</li><li>What the IRS’ $80 billion funding means fo
 r your foundation?</li></ul><p><strong>Hosts:</strong><br /><em>PKF O'Conno
 r Davies</em><br /><a href="https://www.pkfod.com/people/thomas-blaney/?utm
 _source=Click+Dimensions&utm_medium=email&utm_campaign=2022+-+PF+Executive+
 Symposium+12%2F7&utm_id=2022+-+PF+Executive+Symposium+12%2F7">Thomas F. Bla
 ney</a>\, CPA\, CFE\, Partner<br /><a href="https://www.pkfod.com/people/ch
 ristopher-petermann/?utm_source=Click+Dimensions&utm_medium=email&utm_campa
 ign=2022+-+PF+Executive+Symposium+12%2F7&utm_id=2022+-+PF+Executive+Symposi
 um+12%2F7">Christopher D. Petermann</a>\, CPA\, Partner<br />Practice Leade
 rs of Philanthropic and Foundation Services</p>
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/15th-annual-private-foundations-
 executive-symposium/
END:VEVENT
BEGIN:VEVENT
UID:20231005T1907Z-1696532823-EO-16451-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260818T032833Z
CREATED:20231004T144937Z
LAST-MODIFIED:20250714T182839Z
DTSTART;TZID=America/New_York:20231130T084500
DTEND;TZID=America/New_York:20231130T104500
SUMMARY: Value Series on Non-Profit Solutions: 2023 Challenges for NFPs – F
 acing AI Risks\, ERC Tax Uncertainties and Legal Changes
DESCRIPTION: Artificial Intelligence (AI) is inspiring both excitement and 
 unease across every sector. Non-profit management is wise to explore what i
 t is\, what it is not and what effect it may have on their day-to-day opera
 tions. Please join our specialists for an incisive look at the […]
X-ALT-DESC;FMTTYPE=text/html: <p>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.</p><p>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.</
 p><p><strong>Attend Live or Join Us on Zoom:<br /></strong><a href="https:/
 /www.eventbrite.com/e/not-for-profit-executive-symposium-tickets-6948448987
 97?aff=oddtdtcreator">Register here for live attendance</a><br /><a href="h
 ttps://us06web.zoom.us/meeting/register/tZUqdeivpz8rGNEBqaeKaApDgE8DzlVviMG
 s">Register here for virtual attendance</a><strong></p><p>Agenda:</strong><
 br />8:15 a.m. - 8:45 a.m. - Registration / Breakfast / Networking<br />8:4
 5 a.m. - 10:45 a.m. - Program</p><p><strong>Key Topics:</strong></p><ul><li
 ><span><span><span>A technical overview of AI\, its business applications a
 nd effect on cybersecurity risks.</span></span></span></li><li><span><span>
 <span>An update on changes in the IRS’ ERC payment process and its increase
 d audit focus on improper claims.</span></span></span></li><li><span><span>
 <span>2023 year-end legal update for NFPs.</span></span></span></li><li><sp
 an><span><span>What’s new in tax compliance and emerging tax issues for NFP
 s.</span></span></span></li><li><span><span><span>Spotlight on recent IRS r
 ulings and tax cases.</span></span></span></li></ul><p><strong><span>Presen
 ters:<br /></span></strong><span><em>PKF O'Connor Davies Advisory\, LLC<br 
 /></em></span><span><a cd-link-manager-tab="1" data-cke-saved-href="https:/
 /www.pkfod.com/people/thomas-demayo/?utm_source=invitation&utm_medium=email
 &utm_campaign=NFP+Executive+Forum+event+11-30-23" href="https://www.pkfod.c
 om/people/thomas-demayo/?utm_source=invitation&utm_medium=email&utm_campaig
 n=NFP+Executive+Forum+event+11-30-23" target="_blank" rel="noopener">Thomas
  DeMayo</a>\, CISSP\, CISA\, Partner\, Cybersecurity and Privacy Advisory S
 ervices<br /></span><span><a cd-link-manager-tab="1" data-cke-saved-href="h
 ttps://www.pkfod.com/people/suma-chander/?utm_source=invitation&utm_medium=
 email&utm_campaign=NFP+Executive+Forum+event+11-30-23" href="https://www.pk
 fod.com/people/suma-chander/?utm_source=invitation&utm_medium=email&utm_cam
 paign=NFP+Executive+Forum+event+11-30-23" target="_blank" rel="noopener">Su
 ma Chander</a>\, Principal\, Technology Consulting and Advisory Services<br
  /></span><span><a cd-link-manager-tab="1" data-cke-saved-href="https://www
 .pkfod.com/people/garrett-higgins/?utm_source=invitation&utm_medium=email&u
 tm_campaign=NFP+Executive+Forum+event+11-30-23" href="https://www.pkfod.com
 /people/garrett-higgins/?utm_source=invitation&utm_medium=email&utm_campaig
 n=NFP+Executive+Forum+event+11-30-23" target="_blank" rel="noopener">Garret
 t Higgins</a>\, CPA\, Partner-in-Charge\, Exempt Organizations Tax and Advi
 sory Services<br /></span><span> <a cd-link-manager-tab="1" data-cke-saved-
 href="https://www.pkfod.com/people/eva-mruk/?utm_source=invitation&utm_medi
 um=email&utm_campaign=NFP+Executive+Forum+event+11-30-23" href="https://www
 .pkfod.com/people/eva-mruk/?utm_source=invitation&utm_medium=email&utm_camp
 aign=NFP+Executive+Forum+event+11-30-23" target="_blank" rel="noopener">Eva
  Mruk</a>\, CPA\, Partner\, Exempt Organizations Tax and Advisory Services<
 br /></span><span><a cd-link-manager-tab="1" data-cke-saved-href="https://w
 ww.pkfod.com/people/christopher-migliaccio/?utm_source=invitation&utm_mediu
 m=email&utm_campaign=NFP+Executive+Forum+event+11-30-23" href="https://www.
 pkfod.com/people/christopher-migliaccio/?utm_source=invitation&utm_medium=e
 mail&utm_campaign=NFP+Executive+Forum+event+11-30-23" target="_blank" rel="
 noopener">Christopher Migliaccio</a>\, CPA\, Partner\, International Tax\, 
 M&A and ERC Practice Leader<br /></span><span>Kristin Anderson\, CPA\, Seni
 or Manager\, Exempt Organizations Tax and Advisory Services</span></p><p><e
 m><span>Sedreddine and Whoriskey\, LLP<br /></span></em><span><a cd-link-ma
 nager-tab="1" data-cke-saved-href="https://www.linkedin.com/in/amarahsedred
 dine?utm_source=invitation&utm_medium=email&utm_campaign=NFP+Executive+Foru
 m+event+11-30-23" href="https://www.linkedin.com/in/amarahsedreddine?utm_so
 urce=invitation&utm_medium=email&utm_campaign=NFP+Executive+Forum+event+11-
 30-23" target="_blank" rel="noopener">Amarah Sedreddine</a>\, Esq.</span></
 p><p><strong><span>Host:<br /></span></strong><span><a cd-link-manager-tab=
 "1" data-cke-saved-href="https://www.pkfod.com/people/mark-piszko/?utm_sour
 ce=invitation&utm_medium=email&utm_campaign=NFP+Executive+Forum+event+11-30
 -23" href="https://www.pkfod.com/people/mark-piszko/?utm_source=invitation&
 utm_medium=email&utm_campaign=NFP+Executive+Forum+event+11-30-23" target="_
 blank" rel="noopener">Mark Piszko</a>\, CPA\, CGMA\, Partner-in-Charge\, No
 t-for-Profit Services</span></p><p><strong>CPE Credits:<br /></strong>1 CPE
  Credit in Information Technology\, 1 CPE Credit in Taxes<br />No prerequis
 ites or advanced planning required<br />Program Level: Basic / Delivery Met
 hod: Group Internet Based</p><p><span style="font-size: 12px\;"><em><span s
 tyle="font-family: Arial\, sans-serif\; color: #003262\;">For information r
 egarding complaint and/or program cancellation policies\, please contact <a
  href="mailto:l&dsupport@pkfod.com"><span style="font-style: normal\;">l&ds
 upport@pkfod.com</span></a>.</span></em></span><span style="font-size: 10.0
 pt\; font-family: 'Arial'\,sans-serif\; color: #003262\;"><o:p></o:p></span
 ></p>
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/value-series-on-non-profit-solut
 ions-2023-challenges-for-nfps-facing-ai-risks-erc-tax-uncertainties-and-leg
 al-changes/
END:VEVENT
BEGIN:VEVENT
UID:20231024T0245Z-1698115528.17-EO-16502-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260818T032833Z
CREATED:20231023T155151Z
LAST-MODIFIED:20231204T171906Z
DTSTART;TZID=America/New_York:20231205T083000
DTEND;TZID=America/New_York:20231205T113000
SUMMARY: 16th Annual Private Foundations Executive Symposium
DESCRIPTION: We invite you to join us for an in-person gathering to explore
  trends and topics impacting the private foundation community now and in th
 e future. Leading experts will share their insights on a range of topics\, 
 including IRS updates and its funding and utilization of […]
X-ALT-DESC;FMTTYPE=text/html: <p><span>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.</span></p><p><span>If you are unable t
 o join us in person that day\, please register for live streaming of this e
 vent!</span></p><p><strong>Attend Live or Join Us on Zoom:<br /></strong><a
  href="https://www.eventbrite.com/e/16th-annual-private-foundations-executi
 ve-symposium-tickets-694845420357?aff=oddtdtcreator">Register here for live
  attendance</a><br /><a href="https://us06web.zoom.us/meeting/register/tZIp
 d--rrDssHdPqiWDyQKMiFcYWeGLCCyg2">Register here for virtual attendance</a><
 /p><p><strong>Agenda:</strong><br />8:45 a.m. - 9:30 a.m. - Registration / 
 Breakfast / Networking<br />9:30 a.m. - 11:35 a.m. - Program</p><p><span><s
 trong>Key Topics: </strong></span></p><ul><li><span>Employee Retention Chal
 lenges and Strategies for Holding on to Talent</span></li><li><span>How Fou
 ndations Can Protect Against Cyber Risk</span></li><li><span>Cybersecurity 
 Insurance: A Close Look at Coverage\, Availability and Premiums</span></li>
 <li><span>Update on IRS Changes\, Tax Compliance and its Increasing Use of 
 Audit AI</span></li></ul><p><strong>Presenters:</strong><br /><span><em>Phi
 llips Oppenheim</em><br /><a cd-link-manager-tab="1" data-cke-saved-href="h
 ttps://www.phillipsoppenheim.com/our-team/paul-spivey/13/?utm_source=invita
 tion&utm_medium=email&utm_campaign=PF+Executive+Symposium+event+12-5-23" hr
 ef="https://www.phillipsoppenheim.com/our-team/paul-spivey/13/?utm_source=i
 nvitation&utm_medium=email&utm_campaign=PF+Executive+Symposium+event+12-5-2
 3" target="_blank" rel="noopener">Paul Spivey</a>\, Principal</span></p><p>
 <span><em>Insurance Capital Solutions (ICS) Group</em><br /><a cd-link-mana
 ger-tab="1" data-cke-saved-href="https://www.linkedin.com/in/kellygeary1/?u
 tm_source=invitation&utm_medium=email&utm_campaign=PF+Executive+Symposium+e
 vent+12-5-23" href="https://www.linkedin.com/in/kellygeary1/?utm_source=inv
 itation&utm_medium=email&utm_campaign=PF+Executive+Symposium+event+12-5-23"
  target="_blank" rel="noopener">Kelly S. Geary</a>\, Esq.\, CIPP/US\, ACP\,
  CCP\, Managing Principal\, Executive and Cyber Solutions </span></p><p><sp
 an><em>PKF O'Connor Davies</em><br /><a cd-link-manager-tab="1" data-cke-sa
 ved-href="https://www.pkfod.com/people/thomas-demayo/?utm_source=invitation
 &utm_medium=email&utm_campaign=PF+Executive+Symposium+event+12-5-23" href="
 https://www.pkfod.com/people/thomas-demayo/?utm_source=invitation&utm_mediu
 m=email&utm_campaign=PF+Executive+Symposium+event+12-5-23" target="_blank" 
 rel="noopener">Thomas J. DeMayo</a>\, Partner\, Cybersecurity and Privacy A
 dvisory<br /></span><span><a cd-link-manager-tab="1" data-cke-saved-href="h
 ttps://www.pkfod.com/people/garrett-higgins/?utm_source=invitation&utm_medi
 um=email&utm_campaign=PF+Executive+Symposium+event+12-5-23" href="https://w
 ww.pkfod.com/people/garrett-higgins/?utm_source=invitation&utm_medium=email
 &utm_campaign=PF+Executive+Symposium+event+12-5-23" target="_blank" rel="no
 opener">Garrett M. Higgins</a>\, CPA\, Partner-in-Charge\, Exempt Organizat
 ion Tax and Advisory Services Group</span></p><p><strong><span>Hosts:<br />
 </span></strong><span><em>PKF O'Connor Davies <br /></em></span><span><a cd
 -link-manager-tab="1" data-cke-saved-href="https://www.pkfod.com/people/tho
 mas-blaney/?utm_source=invitation&utm_medium=email&utm_campaign=PF+Executiv
 e+Symposium+event+12-5-23" href="https://www.pkfod.com/people/thomas-blaney
 /?utm_source=invitation&utm_medium=email&utm_campaign=PF+Executive+Symposiu
 m+event+12-5-23" target="_blank" rel="noopener">Thomas F. Blaney</a>\, CPA\
 , CFE\, Partner<br /><a cd-link-manager-tab="1" data-cke-saved-href="https:
 //www.pkfod.com/people/christopher-petermann/?utm_source=invitation&utm_med
 ium=email&utm_campaign=PF+Executive+Symposium+event+12-5-23" href="https://
 www.pkfod.com/people/christopher-petermann/?utm_source=invitation&utm_mediu
 m=email&utm_campaign=PF+Executive+Symposium+event+12-5-23" target="_blank" 
 rel="noopener">Christopher D. Petermann</a>\, CPA\, Partner<br /></span><sp
 an>Practice Leaders of Philanthropic and Foundation Services</span></p><p><
 span><strong>Who Should Attend:</strong></span><br /><span>Foundation Board
  Members\, Executives\, Chief Financial Officers\, Controllers\, Program Of
 ficers and other private foundation professionals.</span></p><p><strong><sp
 an>CPE Credits:<br /></span></strong><span>1.5 CPE Credit in Taxes\, 1 CPE 
 Credit in Information Technology<br /></span><span>No prerequisites or adva
 nced planning required<br /></span><span>Program Level: Basic / Delivery Me
 thod: Group Internet Based</span></p><p><em><span>For information regarding
  complaint and/or program cancellation policies\, please contact l&dsupport
 @pkfod.com.</span></em></p>
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/16th-annual-private-foundations-
 executive-symposium/
END:VEVENT
BEGIN:VEVENT
UID:20240522T2017Z-1716409072.54-EO-17334-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260818T032833Z
CREATED:20240522T154034Z
LAST-MODIFIED:20240522T154034Z
DTSTART;TZID=America/New_York:20240606T163000
DTEND;TZID=America/New_York:20240606T183000
SUMMARY: Live Event: Private Fund Adviser Rules – How to Get Ready
DESCRIPTION: We invite you to join us for a complimentary mini-seminar to l
 earn how the new SEC Private Fund Adviser Rules may impact your firm and pr
 ivate funds so you can get a head start on preparing for compliance. The Se
 curities and Exchange Commission’s (SEC)\, Office of […]
X-ALT-DESC;FMTTYPE=text/html: <p>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.</p><p>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.</p><p
 >This live\, interactive seminar will provide insight into the rules and ho
 w to organize your business to achieve compliance.</p><p><span><em><strong>
 Registration is limited.  </strong></em></span><span><em><strong>Please RSV
 P by Thursday\, May 30th.</strong></em></span></p><p><strong>Key Learning O
 bjectives: </strong></p><ul><li>Discover what the “Quarterly Statements Rul
 e” requires and when it needs to be implemented.</li><li>Discuss who is sub
 ject to the mandatory "Private Fund Adviser Audit Rule.”</li><li>Determine 
 if you are in compliance with the “Restricted Activities Rule.”</li><li>Lea
 rn what you need to do for the “Adviser-Led Secondaries Sale Rule.”</li><li
 >Determine if you are in compliance with the “Preferential Treatment Rule” 
 and certain “Adviser Misconduct Rules."</li></ul><p><strong><span>Who Shoul
 d Attend:</span></strong><br /><span>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.</span></p><p><strong><span>Host:<br /></span></strong><span
 ><a cd-link-manager-tab="1" data-cke-saved-href="https://www.pkfod.com/peop
 le/eric-gelb/" href="https://www.pkfod.com/people/eric-gelb/" target="_blan
 k" rel="noopener">Eric P. Gelb</a>\, CPA\, Senior Managing Director\, Finan
 cial Services – Outsourced CFO and Business Development</p><p><strong>Featu
 red Speakers:<br /></strong></span><span><a cd-link-manager-tab="1" data-ck
 e-saved-href="https://www.pkfod.com/people/victor-pena/" href="https://www.
 pkfod.com/people/victor-pena/" target="_blank" rel="noopener">Victor M. Peñ
 a</a>\, CPA\, CGMA\, Partner\, Financial Services Attest<br /></span><span>
 <a cd-link-manager-tab="1" data-cke-saved-href="https://www.pkfod.com/peopl
 e/?person=provini" href="https://www.pkfod.com/people/?person=provini" targ
 et="_blank" rel="noopener">Michael A. Provini</a>\, CPA\, Partner\, Financi
 al Services Attest<br /></span><span><a cd-link-manager-tab="1" data-cke-sa
 ved-href="https://www.pkfod.com/people/michael-stellwagen/" href="https://w
 ww.pkfod.com/people/michael-stellwagen/" target="_blank" rel="noopener">Mic
 hael Stellwagen</a>\, CPA\, Partner\, Financial Services – Outsourcing\, in
 cluding CFO and Fund Administration<br /></span></p><p><strong>CPE Credit:<
 br /></strong><span>1 CPE credit in General Knowledge<br /></span><span>No 
 prerequisites or advanced planning required<br />Program Level: Intermediat
 e<br />Delivery Method: Live Seminar</span></p><p><em><span>For information
  regarding complaint and/or program cancellation policies\, please contact 
 <a href="mailto:l&dsupport@pkfod.com">l&dsupport@pkfod.com</a>.</span></em>
 </p><p><span>PKF O’Connor Davies is registered with the National Associatio
 n of State Boards of Accountancy (NASBA) as a sponsor of continuing profess
 ional education on the National Registry of CPE Sponsors. State Boards of A
 ccountancy 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: <a href="http
 s://url.us.m.mimecastprotect.com/s/WMpZCXDXY2hmv1LzTkGdu3?domain=nasbaregis
 try.org">www.nasbaregistry.org</a>.</span></p><p> </p>
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:20260818T032833Z
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: <p>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.</p><p>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:</p><ul><li>The impact of the 2024 Electi
 on on philanthropy</li><li>Essential tax updates for private foundations: N
 avigating key IRS focus areas and 2024 Priority Guidance Plan</li><li>The i
 ncreasing role of Artificial Intelligence in philanthropy</li><li>Emerging 
 cybersecurity threats</li></ul><p>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.</p><p><strong>Attend Live or Join Us on Zoom:</stro
 ng><br />Register here for live attendance<br />Register here for virtual a
 ttendance</p><p><strong>Agenda:</strong><br />8:45 a.m. - 9:30 a.m. - Regis
 tration / Breakfast / Networking<br />9:30 a.m. - 11:30 a.m. - Program</p><
 p><strong>Who Should Attend:</strong><br />Foundation Board Members\, Execu
 tives\, Chief Financial Officers\, Controllers\, Program Officers and other
  private foundation professionals.</p><p><strong>Hosts:</strong><br /><em>P
 KF O’Connor Davies</em><br /><a href="https://www.pkfod.com/people/thomas-b
 laney/">Thomas F. Blaney</a>\, CPA\, CFE\, Partner<br /><a href="https://ww
 w.pkfod.com/people/christopher-petermann/">Christopher D. Petermann</a>\, C
 PA\, Partner<br />Practice Leaders of Philanthropic and Foundation Services
 </p><p><strong>Presenters:</strong><br /><em>Integer\, LLC<br /></em><a hre
 f="https://integerpolicy.com/team/sara-barba/">Sara Barba</a>\, Principal</
 p><p><em>Technology Association of Grantmakers</em><br /><a href="https://w
 ww.linkedin.com/in/jeanwestrick/">Jean Westrick</a>\, Executive Directors</
 p><p><em>PKF O'Connor Davies</em><br /><a href="https://www.pkfod.com/peopl
 e/garrett-higgins/">Garrett M. Higgins</a>\, CPA\, Partner-in-Charge\, Exem
 pt Organization Tax and Advisory Services Group<br /><a href="https://www.p
 kfod.com/people/thomas-demayo/">Thomas J. DeMayo</a>\, Partner\, Cybersecur
 ity and Privacy Advisory</p><p><strong>CPE Credit:</strong><br />1 CPE cred
 it in Specialized Knowledge<br />1 CPE credit in Information Technology<br 
 />1 CPE credit in Taxes<br />No prerequisites or advanced planning required
 <br />Program Level: Basic<br />Delivery Method: Group live</p><p data-pm-s
 lice="1 1 []"><em>For information regarding complaint and/or program cancel
 lation policies\, please contact </em><a target="_blank" rel="noopener nore
 ferrer nofollow" href="mailto:l&dsupport@pkfod.com"><em>l&dsupport@pkfod.co
 m</em></a><em>.</em></p>
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/17th-annual-private-foundations-
 executive-symposium/
END:VEVENT
BEGIN:VEVENT
UID:20241212T1741Z-1734025291.6-EO-18442-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260818T032833Z
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: <p><span>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.</span></p><p><span><em><strong>Registration is limited.
   </strong></em></span><span><em><strong>Please RSVP by Monday\, January 13
 .</strong></em></span></p><p><span><strong>Key Topics: </strong></span></p>
 <ul><li><span>Latest private equity market trends and recent shifts since t
 he proposed\, "Private Fund Adviser Rules."</span></li><li><span>Market out
 looks for private credit\, AI\, liquidity events\, secondaries and continua
 tion funds\, co-investments and GP stake divestitures.</span></li><li><span
 >Updates on SEC's proposed rules\, including exams\, retail investor access
 \, compliance\, LP advisory committees\, grandfathering\, service providers
 \, non-U.S. funds and more.</span></li></ul><p>Don't miss this opportunity 
 to deepen your industry expertise and stay ahead in the evolving Private Eq
 uity landscape.</p><p><strong><span>Who Should Attend:</span></strong><br /
 ><span>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.</span></p><p><strong><span>Host:<br /></span></strong><span><a cd-l
 ink-manager-tab="1" data-cke-saved-href="https://www.pkfod.com/people/eric-
 gelb/?utm_source=Click+Dimensions&utm_medium=Email&utm_campaign=2025+%E2%80
 %93+Knowledge+Share++%E2%80%93+1%2F25&utm_id=2025+%E2%80%93+Knowledge+Share
 ++%E2%80%93+1%2F25" href="https://www.pkfod.com/people/eric-gelb/?utm_sourc
 e=Click+Dimensions&utm_medium=Email&utm_campaign=2025+%E2%80%93+Knowledge+S
 hare++%E2%80%93+1%2F25&utm_id=2025+%E2%80%93+Knowledge+Share++%E2%80%93+1%2
 F25" target="_blank" rel="noopener">Eric P. Gelb</a>\, CPA\, Senior Managin
 g Director\, Financial Services – Outsourced CFO\,<br />Advisory and Busine
 ss Development </p><p><strong>Featured Speakers:<br /></strong></span><span
 ><a cd-link-manager-tab="1" data-cke-saved-href="https://www.pkfod.com/peop
 le/michael-provini/?utm_source=Click+Dimensions&utm_medium=Email&utm_campai
 gn=2025+%E2%80%93+Knowledge+Share++%E2%80%93+1%2F25&utm_id=2025+%E2%80%93+K
 nowledge+Share++%E2%80%93+1%2F25" href="https://www.pkfod.com/people/michae
 l-provini/?utm_source=Click+Dimensions&utm_medium=Email&utm_campaign=2025+%
 E2%80%93+Knowledge+Share++%E2%80%93+1%2F25&utm_id=2025+%E2%80%93+Knowledge+
 Share++%E2%80%93+1%2F25" target="_blank" rel="noopener">Michael A. Provini<
 /a>\, CPA\, Partner\, Financial Services Attest<br /><a cd-link-manager-tab
 ="1" data-cke-saved-href="https://www.pkfod.com/people/victor-pena/?utm_sou
 rce=Click+Dimensions&utm_medium=Email&utm_campaign=2025+%E2%80%93+Knowledge
 +Share++%E2%80%93+1%2F25&utm_id=2025+%E2%80%93+Knowledge+Share++%E2%80%93+1
 %2F25" href="https://www.pkfod.com/people/victor-pena/?utm_source=Click+Dim
 ensions&utm_medium=Email&utm_campaign=2025+%E2%80%93+Knowledge+Share++%E2%8
 0%93+1%2F25&utm_id=2025+%E2%80%93+Knowledge+Share++%E2%80%93+1%2F25" target
 ="_blank" rel="noopener">Victor M. Peña</a>\, CPA\, CGMA\, Partner\, Financ
 ial Services Attest<br /></span><span><a cd-link-manager-tab="1" data-cke-s
 aved-href="https://www.pkfod.com/people/don-melody/?utm_source=Click+Dimens
 ions&utm_medium=Email&utm_campaign=2025+%E2%80%93+Knowledge+Share++%E2%80%9
 3+1%2F25&utm_id=2025+%E2%80%93+Knowledge+Share++%E2%80%93+1%2F25" href="htt
 ps://www.pkfod.com/people/don-melody/?utm_source=Click+Dimensions&utm_mediu
 m=Email&utm_campaign=2025+%E2%80%93+Knowledge+Share++%E2%80%93+1%2F25&utm_i
 d=2025+%E2%80%93+Knowledge+Share++%E2%80%93+1%2F25" target="_blank" rel="no
 opener">Don Melody</a>\, CPA\, CFE\, Partner\, Financial Services Attest</s
 pan></p><p><strong>CPE Credit:<br /></strong><span>1 CPE credit in General 
 Knowledge<br /></span><span>No prerequisites or advanced planning required<
 br />Program Level: Basic<br />Delivery Method: Live Seminar</span></p><p><
 em><span>For information regarding complaint and/or program cancellation po
 licies\, please contact <a cd-link-manager-tab="2" data-cke-saved-href="mai
 lto:l&dsupport@pkfod.com" href="mailto:l&dsupport@pkfod.com" target="_blank
 " rel="noopener">l&dsupport@pkfod.com</a>.</span></em></p><p><span>PKF O’Co
 nnor Davies is registered with the National Association of State Boards of 
 Accountancy (NASBA) as a sponsor of continuing professional education on th
 e National Registry of CPE Sponsors. State Boards of Accountancy have the f
 inal authority on the acceptance of individual courses for CPE Credit. Comp
 laints regarding registered sponsors may be submitted to the National Regis
 try of CPE Sponsors through its website: www.nasbaregistry.org.</span></p>
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:20260818T032833Z
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: <p>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.</p><p>This live\, interactive seminar will p
 rovide a deeper understanding of the company and transaction structuring pr
 ocess.</p><p><span><em><strong>Registration is limited.  </strong></em></sp
 an><span><em><strong>Please RSVP by Tuesday\, April 22.</strong></em></span
 ></p><p><strong>Key Topics:</strong></p><ul><li><strong>Gain insights</stro
 ng> into the latest transaction market trends and deal structures to stay a
 head of the curve.</li><li><strong>Uncover key tax drivers</strong> that ca
 n significantly impact your transaction’s outcome\, including state pass-th
 rough entity taxes.</li><li><strong>Discover the benefits of §1202 Small Bu
 siness Stock</strong> and how it could unlock valuable tax advantages.</li>
 <li><strong>Identify potential deal-breakers</strong> and learn how to navi
 gate structuring challenges to ensure a smooth closing.</li></ul><p><strong
 >Who Should Attend:</strong> <br />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.</p><p><strong
 >Host and Featured Speakers:</strong><br /><em>PKF O'Connor Davies</em><br 
 /><a href="https://www.pkfod.com/people/eric-gelb/">Eric P. Gelb</a>\, CPA\
 , Senior Managing Director\, Financial Services – Outsourced CFO\, Transact
 ion Advisory and Business Development <br /><a href="https://www.pkfod.com/
 people/christopher-migliaccio/">Chris Migliaccio</a>\, JD\, Partner\, Trans
 action Advisory Services – Head of Tax Due Diligence<br /><a href="https://
 www.pkfod.com/people/leo-parmegiani/">Leo Parmegiani</a>\, CPA\, MST\, Tax 
 Partner – Transaction Advisory Diligence</p><p><em>PKF Investment Banking</
 em><br /><a href="https://www.pkfod.com/people/robert-f-murphy/">Robert Mur
 phy</a>\, Partner</p><p><strong>CPE Credit:</strong><br />1 CPE credit in S
 pecialized Knowledge<br />No prerequisites or advanced planning required<br
  />Program Level: Basic<br />Delivery Method: Live Seminar</p><p><em>For in
 formation regarding complaint and/or program cancellation policies\, please
  contact <a href="mailto:l&dsupport@pkfod.com">l&dsupport@pkfod.com</a>.</e
 m></p><p>PKF O’Connor Davies is registered with the National Association of
  State Boards of Accountancy (NASBA) as a sponsor of continuing professiona
 l education on the National Registry of CPE Sponsors. State Boards of Accou
 ntancy have the final authority on the acceptance of individual courses for
  CPE Credit. Complaints regarding registered sponsors may be submitted to t
 he National Registry of CPE Sponsors through its website: <a href="http://w
 ww.nasbaregistry.org">www.nasbaregistry.org</a>.</p>
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/tax-structuring-and-business-con
 siderations-for-selling-your-business/
END:VEVENT
BEGIN:VTIMEZONE
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DTSTART:20221106T060000
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DTSTART:20231105T060000
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DTSTART:20240310T070000
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END:VCALENDAR
