Please join us for a complimentary webinar to discuss the $600 billion Main Street Lending Program that offers loans to small to mid-sized businesses with fewer than 15\,000 employees. Our spe cialists will explore the program’s opportunities and details\, including l oan options and features\, borrower eligibility criteria\, key terms and co nditions.
Topics to be discussed:
Who Should Attend:
Business owners
and executives\, CEOs\, COOs\, CFOs\, controllers\, general counsel\, priva
te equity and venture fund investors\, GPs and Family Office executives.
Featured Speakers and Hosts:
Marc Rinaldi\, CPA\,
Partner\, Financial Services Industry Practice Leader
Emily Berger\,
CFA\, Director\, Financial Services
Eric Gelb\, CPA\, Director\, Finan
cial Services
Join us for an insightful webinar that she ds light on the recent provision changes from the Inflation Reduction Act ( the “Act”) and how you can gain the most value. We’ll provide an overview o f key financial and expanded tax credit provisions that can effectively be maximized and leveraged by Private Foundations.
Key Topics
• Available credits and benefits through the Act.
• Meeti
ng requirements for credit enhancements and direct pay.
• Why apply f
or direct pay?
• Evaluating third-party providers.
Hosts
Anan Samara\, EA\, Partner
Scott Brown\, CPA\, Partner
Nicholas Rochedieu\, JD\, Partner
San
dy Weinberg\, JD\, Partner
CPE Credit:
1 CP
E Credit in Tax
No prerequisites or advanced planning required.
P
rogram Level: Basic / Delivery Method: Group Internet Based
For infor mation regarding complaint and/or program cancellation policies\, please co ntact l&dsupport@pkfod.com.
PKF O’Connor Davies is registered with th e National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponso rs. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered spons ors may be submitted to the National Registry of CPE Sponsors through its w ebsite: www.nasbaregistry.org.
CATEGORIES:Firm-Hosted Events LOCATION:Webinar GEO:40.712775;-74.005973 ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/live-webinar-how-private-foundat ions-can-leverage-inflation-reduction-act-provisions/ END:VEVENT BEGIN:VEVENT UID:20240404T0048Z-1712191685.48-EO-17180-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20260723T152131Z CREATED:20240403T202118Z LAST-MODIFIED:20240430T143519Z DTSTART;TZID=America/New_York:20240502T150000 DTEND;TZID=America/New_York:20240502T160000 SUMMARY: Live Webinar: How Family Businesses and Offices Can Protect Wealth in Today’s Environment DESCRIPTION: Join us for an enlightening webinar focused on how to safeguar d and preserve family wealth. Pat Soldano and Russ Sullivan from Family Ent erprise USA\, will share key findings and insights from their recent\, annu al family business survey. Key Topics • Overview of Family Enterprise USA A nnual Survey. • […] X-ALT-DESC;FMTTYPE=text/html:Join us for an enlightening webinar focuse d on how to safeguard and preserve family wealth. Pat Soldano and Russ Sull ivan from Family Enterprise USA\, will share key findings and insights from their recent\, annual family business survey.
Key Topics
• Overview of Family Enterprise USA Annual Survey.
• Key fi
ndings and insights.
• Top concerns identified: tax\, economic\, gene
rational planning and significant family business challenges.
• How ta
x and economic legislation can impact you individually and your family busi
ness/office.
Featured Speakers
Family Ente
rprise USA
Pat Soldano\, President\, Family Enterprise USA
Russ Sullivan\, Chair\, Nat
ional Tax Policy Group
Hosts
PKF O'Connor
Davies
Cynthia Adams Harrison\, Ed.D.\, LICSW\, Managing Direc
tor\, Center for Private Business Owners
Who Should Attend: < br />Family business owners and trusted advisors.
About Family En
terprise USA
Family Enterprise USA promotes generationally owned f
amily business creation\, growth\, viability\, and sustainability by advoca
ting for family businesses of all sizes and from all industries\, and their
lifetime of savings with Congress in Washington DC. It is a bi-partisan 50
1.c3 organization.
Mark Fagnani of PKF Cl ear Thinking will be moderating the "Evolution and Transformation of Asset-B ased Lending" webinar hosted by SFNet< /a> on Wednesday\, May 15th from 12:00 to 1:00 p.m.
Join the panelis ts as they delve into the dynamic world of ABL and its remarkable evolution over the past four decades. From its humble beginnings to its current stat us as a cornerstone of secured finance\, ABL has undergone significant tran sformations while retaining its core principles.
CATEGORIES:Speaking Engagements LOCATION:Webinar GEO:40.712775;-74.005973 ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/sfnet-webinar-evolution-and-tran sformation-of-asset-based-lending/ END:VEVENT BEGIN:VEVENT UID:20240422T1918Z-1713813534.23-EO-17193-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20260723T152131Z CREATED:20240422T190016Z LAST-MODIFIED:20240422T190016Z DTSTART;TZID=America/New_York:20240522T084500 DTEND;TZID=America/New_York:20240522T110000 SUMMARY: Live Webinar: Long Island Not-for-Profit Executive Forum DESCRIPTION: Join us for our inaugural Long Island not-for-profit executive forum webinar that will focus on recent tax compliance and challenges impa cting not-for-profits’ governance and operations. In addition\, we’ll cover strategies for facing artificial intelligence risks and next steps to prep are for a successful audit.Key Topics • Top tax compliance […] X-ALT-DESC;FMTTYPE=text/html:Join us for our inaugural Long Island not- for-profit executive forum webinar that will focus on recent tax compliance and challenges impacting not-for-profits’ governance and operations. In ad dition\, we’ll cover strategies for facing artificial intelligence risks an d next steps to prepare for a successful audit.
Key Topics
• Top tax compliance issues facing exempt organizations.
• Best practices for internal controls and governance.
• How to get yo
ur organization ready for an audit.
• Navigating artificial intelligen
ce risks in a not-for-profit.
Presenters
Alexande
r K. Buchholz\, CPA\, CGMA\, MBA\, Partner\, Not-for-Profit Services
Suma
Chander\, Partner\, Technology Consulting and Advisory Services
Meliss
a Modelson\, CPA\, Partner\, Exempt Organization Tax and Advisory Servi
ces
Eunice Mourato\, Supervisor\, Not-for-Profit Services
Hosts
Mark Piszko\, CPA\, CGMA\, Partner-in-Charge\, N
ot-for-Profit Services
Alexander K. Buchholz\, CPA\, CGMA\, MBA\, Pa
rtner\, Not-for-Profit Services
Who Sh
ould Attend:
Controllers\, CFOs\, Board members and executive
leadership.
CPE Credits:
1 CPE Credit in Accou
nting\, 1 CPE Credit in Specialized Knowledge
No prerequisites or adva
nced planning required
Program Level: Basic / Delivery Method: Group I
nternet Based
For information regarding complaint and/or program cancellation policies\, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies is regi stered 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 t he acceptance of individual courses for CPE Credit. Complaints regarding re gistered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CATEGORIES:Firm-Hosted Events LOCATION:Webinar GEO:40.712775;-74.005973 ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/live-webinar-long-island-not-for -profit-executive-forum/ END:VEVENT BEGIN:VEVENT UID:20240221T1113Z-1708513986.02-EO-17049-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20260723T152131Z CREATED:20240220T201959Z LAST-MODIFIED:20240220T201959Z DTSTART;TZID=America/New_York:20240530T083000 DTEND;TZID=America/New_York:20240530T093000 SUMMARY: Nonprofit Section Meeting: New Auditing Standards DESCRIPTION: PKF O’Connor Davies’ Partners Alexander Buchholz and Ravi Melw ani with the Not-For-Profit practice will be presenting in a live webinar o n “Nonprofit Section Meeting: New Auditing Standards”. Key topics include: • SAS 142\, Audit Evidence • SAS 143\, Auditing Accounting Estimates and Related Disclosures • SAS 144\, Amendments to AU-C Sections 501\, […] X-ALT-DESC;FMTTYPE=text/html:PKF O'Connor Davies' Partners Alexander Buch holz and Ravi Melwani with the Not-For-Profit practice will be presenting in a live webinar on "Nonprofit Section Meeting: Ne w Auditing Standards".
Key topics include:
• SAS 14
2\, Audit Evidence
• SAS 143\, Auditing Accounting Estima
tes and Related Disclosures
• SAS 144\, Amendments to AU-
C Sections 501\, 540 and 620 Related to the Use of Specialists and the Use
of Pricing Information Obtained from External Information Sources
• SAS 145\, Understanding the Entity and Its Environment and Asses
sing the Risks of Material Misstatement
• SAS 146\, Inqui
ries of the Predecessor Auditor Regarding Fraud and Noncompliance with Laws
and Regulations
• SAS 148\, Amendment to AU-C Section 93
5\, Compliance Audits
• SAS 149\, Group Audits
Register for this webinar here.
CATEGORIES:Speaking Engagements LOCATION:Webinar GEO:40.712775;-74.005973 ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/nonprofit-section-meeting-new-au diting-standards/ END:VEVENT BEGIN:VEVENT UID:20240329T1613Z-1711728790.56-EO-17166-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20260723T152131Z CREATED:20240329T144025Z LAST-MODIFIED:20240329T144025Z DTSTART;TZID=America/New_York:20240606T083000 DTEND;TZID=America/New_York:20240606T163500 SUMMARY: Employee Benefits Conference – NYSSCPA Live Webcast DESCRIPTION: Joseph Farrenkopf will be speaking at the Employee Benefits Co nference via a Live Webcast by NYSSCPA on Thursday\, June 6 from 8:30 a.m. – 4:35 p.m. Click here for program overview. X-ALT-DESC;FMTTYPE=text/html:Joseph Farrenkopf will be speaking at t he Employee Benefits Confer ence via a Live Webcast by NYSSCPA on Thursday\, June 6 from 8:30 a.m. - 4:35 p.m.
Click here for program overview.
CATEGORIES:Speaking Engagements LOCATION:Webinar GEO:40.712775;-74.005973 ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com URL;VALUE=URI:https://www.pkfod.com/events/employee-benefits-conference-nys scpa-live-webcast/ END:VEVENT BEGIN:VEVENT UID:20241025T1446Z-1729867599.98-EO-18221-1@127.0.0.1 STATUS:CONFIRMED DTSTAMP:20260723T152131Z CREATED:20241025T131149Z LAST-MODIFIED:20241025T131149Z DTSTART;TZID=America/New_York:20241204T120000 DTEND;TZID=America/New_York:20241204T130000 SUMMARY: Live Webinar: The Family Business in Transition: Rethink\, Rebala nce\, Reinvent DESCRIPTION: The Center for Private Business Owners invites you to join us for this insightful presentation focused on owner transitions. Passing the reins of the family business is one of the most important challenges that f amilies face. With the senior generations being well-established and experi enced in their […] X-ALT-DESC;FMTTYPE=text/html:The Center for Private Business Owners inv ites you to join us for this insightful presentation focused on owner trans itions. Passing the reins of the family business is one of the most importa nt challenges that families face. With the senior generations being well-es tablished and experienced in their roles\, it is often assumed that they re quire minimal transition support. In fact\, we have found this assumption c ouldn’t be further from the truth.
Please join us on Wednesday\, Dece mber 4th\, for a discussion with Stacy Allred\, Dennis Jaffe and Ken McCrac ken to explore: Reimagining Family Business Transitions: Rethink\, Reba lance\, Reinvent\, including how recent changes in demographics are im pacting transitions in family enterprises.
Key Topics:
Featured Speakers:
Stacy
Allred\, MST\, Managing Director\, Head of Family Engagement and Govern
ance\, JP Morgan Wealth Management
Dennis Jaffe<
/a>\, Ph. D.\, Senior Research Fellow\, Banyan Global Family Business Advis
ors
Ken McCracken\, Esq.\, Founder\, MFBC Limite
d
Host:
PKF O’Connor Davies
Cynthia Adams Harrison\, Ed.D.\, LICSW\, Managing Director
Cen
ter for Private Business Owners
Who Should Attend:
Private Business Owners\, Next Generation Family Members\, Key Senior L
eadership\, Advisors to Privately Held Businesses