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X-WR-CALDESC:PKF O'Connor Davies - Events
BEGIN:VEVENT
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STATUS:CONFIRMED
DTSTAMP:20260926T025728Z
CREATED:20251106T145940Z
LAST-MODIFIED:20251124T214948Z
DTSTART;TZID=America/New_York:20251204T084500
DTEND;TZID=America/New_York:20251204T113000
SUMMARY: 18th Annual Private Foundations Executive Symposium
DESCRIPTION: Private foundation leaders and peers will convene on December 
 4\, 2025 in New York City for a day of insights\, innovation and practical 
 guidance shaping the private foundation landscape.
X-ALT-DESC;FMTTYPE=text/html: <p>Private foundation leaders and peers will 
 convene on December 4\, 2025 in New York City for a day of insights\, innov
 ation and practical guidance shaping the private foundation landscape.</p><
 p>Our specialists will unpack the latest legislative\, financial and techno
 logical trends – including developments from Washington D.C.\, AI’s role in
  grantmaking\, investment due diligence best practices and updates from the
  IRS – all to help you navigate the remainder of 2025 and face what lies ah
 ead with confidence. Highlights Include:</p><ul><li><strong>Update from Was
 hington\, D.C.</strong>– Legislative and policy developments and their impa
 ct on foundations and philanthropy</li><li><strong>Investment Due Diligence
 </strong> – Best practices for evaluating and overseeing investment expense
 s</li><li><strong>Lead with AI\, Don’t Let AI Lead You </strong>– Practical
  insights on leveraging artificial intelligence in the grants process</li><
 li><strong>IRS Update </strong>– A timeline of private foundation provision
 s in the "One Big Beautiful Bill Act" and what's ahead</li></ul><p>Whether 
 you’ll join us in person or via live stream\, we look forward to welcoming 
 you for a timely and thought-provoking conversation with leaders across the
  philanthropic community.</p><p><strong>Attend Live or Join Us on Zoom:</st
 rong><br />Register <a href="https://pkfoconnordavies.registration.goldcast
 .io/events/3500fd8a-67e6-4e6b-8916-d2b713f7cb87?utm_source=postl&utm_medium
 =website&utm_campaign=PF-EVT&utm_id=EVT-LGE-NEX&utm_term=18-th-annual-pf-ex
 ecutive-symposium&utm_content=post">here</a> for live attendance<br />Regis
 ter <a href="https://us06web.zoom.us/meeting/register/mH8J_3ljToGq7GGeyPvg1
 Q#/registration=0">here</a> for virtual attendance</p><p><strong>Agenda:</s
 trong><br />8:45 a.m. - 9:30 a.m. - Registration / Breakfast / Networking<b
 r />9:30 a.m. - 11:30 a.m. - Program</p><p><strong>Who Should Attend:</stro
 ng><br />Foundation Board Members\, Executives\, Chief Financial Officers\,
  Controllers\, Program Officers and other private foundation professionals.
 </p><p><strong>Hosts:</strong><br /><em>PKF O’Connor Davies</em><br /><a hr
 ef="https://www.pkfod.com/people/thomas-blaney/">Thomas F. Blaney</a>\, CPA
 \, CFE\, Partner<br /><a href="https://www.pkfod.com/people/christopher-pet
 ermann/">Christopher D. Petermann</a>\, CPA\, Partner<br />Practice Leaders
  of Philanthropic and Foundation Services</p><p><strong>Presenters:</strong
 ><br /><em>Integer\, LLC<br /></em><a href="https://integerpolicy.com/team/
 sara-barba/">Sara Barba</a>\, Principal</p><p><em>Technology Association of
  Grantmakers</em><br /><a href="https://www.linkedin.com/in/jeanwestrick/">
 Jean Westrick</a>\, Executive Directors</p><p><em>Unbound Philanthropy</em>
 <br /><a href="https://www.linkedin.com/in/christopher-percopo/">Christophe
 r Percopo</a>\, Chief Operating Officer</p><p><em>PKF O'Connor Davies<br />
 </em><a href="https://www.pkfod.com/people/kelly-morrison-lee/">Kelly Morri
 son-Lee</a>\, Managing Director<br /><a href="https://www.pkfod.com/people/
 helen-rexwinkel/">Helen Rexwinkel</a>\, Director<br /><a href="https://www.
 pkfod.com/people/tania-miranda/">Tania Miranda</a>\, CPA\, Director<br /><a
  href="https://www.pkfod.com/people/lauren-a-reale/">Lauren A. Reale</a>\, 
 CPA\, Director</p><p><strong>CPE Credit:</strong><br />2 CPE credits in Spe
 cialized Knowledge<br />No prerequisites or advanced planning required<br /
 >Program Level: Basic<br />Delivery Method: Group live</p><p><em>For inform
 ation regarding complaint and/or program cancellation policies\, please con
 tact </em><a target="_blank" rel="noopener noreferrer nofollow" href="mailt
 o:l&dsupport@pkfod.com"><em>l&dsupport@pkfod.com</em></a><em>.</em></p>
CATEGORIES:Firm-Hosted Events
LOCATION:PKF O'Connor Davies
GEO:0.000000;0.000000
ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/18th-annual-private-foundations-
 executive-symposium/
END:VEVENT
BEGIN:VEVENT
UID:20251106T2345Z-1762472745.54-EO-20383-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260926T025728Z
CREATED:20251105T222740Z
LAST-MODIFIED:20251114T150757Z
DTSTART;TZID=America/New_York:20251211T143000
DTEND;TZID=America/New_York:20251211T184500
SUMMARY: International Business Conference
DESCRIPTION: Join PKF O’Connor Davies for an exclusive event\, in-person or
  via live stream\, exploring the latest developments in international tax\,
  trade\, tariffs and compliance. Hear from leading tax professionals and le
 gal experts as they share practical insights and global perspectives on tar
 iffs\, mobility\, M&A and the evolving global minimum tax regime.
X-ALT-DESC;FMTTYPE=text/html: <p><em><strong>Navigating the Global Tax Land
 scape: Strategies\, Updates and Insights</strong></p><p></em>Join PKF O’Con
 nor Davies for an exclusive event\, in-person or via live stream\, explorin
 g the latest developments in international tax\, trade\, tariffs and compli
 ance. Hear from leading tax professionals and legal experts as they share p
 ractical insights and global perspectives on tariffs\, mobility\, M&A and t
 he evolving global minimum tax regime.</p><p>Engage with peers\, exchange i
 deas and stay ahead of key changes impacting multinational businesses in 20
 25 and beyond.</p><p><strong>Attend Live or Join Us on Zoom:</strong><br />
 Register <a href="https://pkfoconnordavies.registration.goldcast.io/events/
 760ec314-2cee-4a9d-8764-939bfff8c4f4?utm_source=post&utm_medium=wordpress&u
 tm_campaign=TAX/INT/SM-EVT-LGE-NEX-&utm_id=USA-2025-Q4&utm_term=internation
 al-business-conference-25&utm_content=post">here</a> for live attendance<br
  />Register <a href="https://us06web.zoom.us/meeting/register/YwnettdGT7yjJ
 GjQUy9T7g#/registration">here</a> for virtual attendance</p><p><strong>Thur
 sday\, December 11\, 2025<br /></strong>2:30 – 3:00 p.m. – Registration/Net
 working<br />3:00 – 5:45 p.m. – Program<br />5:45 – 6:45 p.m. – Cocktail Re
 ception</p><p><strong>Key Topics: </strong></p><ul><li><strong>Tariffs and 
 Customs: </strong>Understanding the impact of shifting trade policies on gl
 obal business.</li><li><strong>Global Mobility Tax:</strong> Managing tax a
 nd compliance challenges for a mobile workforce.</li><li><strong>Global Min
 imum Tax Regime:</strong> Insights into current Organization for Economic C
 o-operation and Development (OECD) frameworks and country-level adoption.</
 li><li><strong>IRS Developments:</strong> Notable policy changes\, enforcem
 ent trends and what they mean for taxpayers.</li></ul><p><strong>Who Should
  Attend:<br /></strong>International business leaders\, professionals and t
 heir advisors looking to expand beyond their home market.<strong></p><p>Fea
 tured Speakers:<br /></strong>Grunfeld Desiderio Lebowitz Silverman & Klest
 adt LLP<br /><a href="https://www.gdlsk.com/people/desiderio-frank-j/">Fran
 k Desiderio</a>\, Founding Partner<strong></p><p></strong><em>Henley & Part
 ners</em><strong><br /></strong><a href="https://www.linkedin.com/in/maniat
 isjohn/">John Maniatis</a>\, Managing Director Private Clients<strong></p><
 p></strong><em>Mazlegal</em><strong><br /></strong><a href="https://www.lin
 kedin.com/in/mazlegal/">Margaret Zawadzka</a>\, Principal</p><p><em>PKF Méx
 ico<br /></em><a cd-link-manager-tab="1" data-cke-saved-href="https://www.p
 kf.com/pkf-firms/latin-america/mexico/pkf-mexico-guadalajara-office/jimy-cr
 uz-camacho/" href="https://www.pkf.com/pkf-firms/latin-america/mexico/pkf-m
 exico-guadalajara-office/jimy-cruz-camacho/" target="_blank" rel="noopener"
 >Jimy Cruz</a>\, Partner<br /><strong><br /></strong><em>PKF O'Connor Davie
 s's International Tax Practice</em><strong><br /></strong><a href="https://
 www.pkfod.com/people/leo-parmegiani/">Leo Parmegiani</a>\, Partner and Prac
 tice Leader<br /><a href="https://www.pkfod.com/people/christopher-migliacc
 io/">Christopher Migliaccio</a>\, Partner<br /><a href="https://www.pkfod.c
 om/people/peter-baum/">Peter Baum</a>\, Partner<br /><a href="https://www.p
 kfod.com/people/kelly-lin/">Kelly Lin</a>\, Partner<br /><a href="https://w
 ww.pkfod.com/people/eve-belyavski/">Evgenia Belyavskaya</a>\, Partner<br />
 <a href="https://www.pkfod.com/people/belarmino-a-suarez/">Belarmino A. Suá
 rez</a>\, Partner<br /><a href="https://www.pkfod.com/people/ralf-ruedenbur
 g/">Ralf Ruedenburg</a>\, Partner<br /><a href="https://www.pkfod.com/peopl
 e/kelly-morrison-lee/">Kelly Morrison-Lee</a>\, Managing Director<br /><a h
 ref="https://www.pkfod.com/people/thomas-kinder/">Thomas Kinder</a>\, Direc
 tor<br /><a href="https://www.linkedin.com/in/christopherhalltax/">Christop
 her Hall</a>\, Director<br /><a href="https://www.pkfod.com/people/yevgeny-
 antonov/">Yevgeny Antonov</a>\, Director<strong></p><p>CPE Credits</strong>
 <br />3.0 CPE Credits in Taxes<br />Prerequisite: Participants should posse
 ss a basic understanding of international and U.S. federal taxation princip
 les. This includes familiarity with concepts such as cross-border income ta
 xation\, corporate tax structures\, and general compliance requirements. Th
 e program is designed for tax professionals\, accountants\, and advisors wh
 o have experience working with business or individual clients engaged in in
 ternational activities. Prior exposure to global tax topics—such as transfe
 r pricing\, foreign tax credits\, or mobility taxation—is helpful but not r
 equired.<br />Advanced Prep: Participants should review recent updates on i
 nternational tax developments or OECD publications.<br />Program Level: Upd
 ate<br />Delivery Method: Group internet based</p>
CATEGORIES:Firm-Hosted Events
LOCATION:PKF O'Connor Davies
GEO:0.000000;0.000000
ORGANIZER;CN="Harleen Ghuman":MAILTO:hghuman@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/international-business-conferenc
 e-2/
END:VEVENT
BEGIN:VEVENT
UID:20260810T1839Z-1786387153.52-EO-22898-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260926T025728Z
CREATED:20260810T160927Z
LAST-MODIFIED:20260810T161018Z
DTSTART;TZID=America/New_York:20260916T133000
DTEND;TZID=America/New_York:20260916T184500
SUMMARY: 2026 Broker-Dealer Symposium
DESCRIPTION: The broker-dealer industry is entering a period of significant
  transformation. Join us for an exclusive symposium examining these develop
 ments and what they mean for your business.
X-ALT-DESC;FMTTYPE=text/html: <p><em>Navigating the Future of the Broker-De
 aler Industry </em></p><p>The broker-dealer industry is entering a period o
 f significant transformation. Evolving regulatory expectations\, advances i
 n technology and AI and the emergence of tokenized securities are reshaping
  how firms operate\, compete and grow. Join us for an exclusive symposium e
 xamining these developments and what they mean for your business.</p><p><st
 rong>KEY TOPICS:</strong></p><ul><li>Navigating the New Regulatory Landscap
 e – Broker-Dealer Hot Topics</li><li>Tokenization of Securities: Is the Cap
 ital Markets Revolution Finally Here?</li></ul><p><strong>Don’t miss this o
 pportunity to stay ahead of change and connect with top industry minds.</st
 rong></p><p><strong>HOSTS<br /></strong><a href="https://www.pkfod.com/peop
 le/michael-hayes/">Mike Hayes</a>\, PKF O’Connor Davies<br /><a href="https
 ://www.pkfod.com/people/don-melody/">Don Melody</a>\, PKF O’Connor Davies<b
 r /><a href="https://www.pkfod.com/people/victor-pena/">Victor Pena</a>\, P
 KF O’Connor Davies<strong><br /></strong></p><p><strong>MODERATOR<br /></st
 rong><a href="https://www.linkedin.com/in/stephen-murphy-cfa-9903874/">Step
 hen Murphy</a>\, Integrated Compliance Consulting<strong></p><p>PANEL – Nav
 igating the New Regulatory Landscape – Broker-Dealer Hot Topics<br /></stro
 ng><a href="https://www.foxrothschild.com/matthew-b-baum">Matthew Baum</a>\
 , Fox Rothschild<br /><a href="https://www.linkedin.com/in/elincherry/">Eli
 n Cherry</a>\, Copper Markets<br /><a href="http://linkedin.com/in/kathryne
 stes">Kathryn Estes</a>\, ANZ <br /><a href="https://www.acisecure.com/our-
 team/">Jay Gettenberg</a>\, ACI</p><p><strong>PANEL – Tokenization of Secur
 ities: Is the Next Capital Markets Revolution Finally Here?<br /></strong><
 a href="https://www.linkedin.com/in/patlavecchia/">Pat LaVecchia</a>\, Oasi
 s Pro Markets<br /><a href="http://linkedin.com/in/junnette-alayo-j-d-91857
 3">Junnette Alayo</a>\, Galaxy Digital<br /><a href="https://www.acisecure.
 com/our-team/">Chris Meyers</a>\, ACI<br /><a href="https://www.pkfod.com/p
 eople/don-melody/">Don Melody</a>\, PKF O’Connor Davies<br /><a href="https
 ://www.michaelbest.com/people/betsy-voter/">Betsy Voter</a>\, Michael Best<
 /p><p> </p>
CATEGORIES:Firm-Hosted Events
LOCATION:PKF O'Connor Davies
GEO:0.000000;0.000000
ORGANIZER;CN="Alana Zayas":MAILTO:azayas@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/2026-broker-dealer-symposium/
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