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UID:20210827T0003Z-1630022596.1-EO-11501-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260531T034457Z
CREATED:20210826T183053Z
LAST-MODIFIED:20230711T125404Z
DTSTART;TZID=America/New_York:20210922T120000
DTEND;TZID=America/New_York:20210922T130000
SUMMARY: Quarterly Webinar: Best Practices in Grantee Due Diligence
DESCRIPTION: For most foundations\, grantmaking is a major expenditure\, wh
 ich quite often can be very substantial. For this reason\, it is critical t
 o undertake thorough due diligence into prospective grantees. Please join u
 s for this live webinar\, in which our experts examine the ways in which […
 ]
X-ALT-DESC;FMTTYPE=text/html: <p>For most foundations\, grantmaking is a ma
 jor expenditure\, which quite often can be very substantial. For this reaso
 n\, it is critical to undertake thorough due diligence into prospective gra
 ntees. Please join us for this live webinar\, in which our experts examine 
 the ways in which foundations can identify critical attributes and assess a
 lignment between the foundation's mission and grantee goals.</p><p><strong>
 Key Topics:</strong></p><ul><li>Backdrop and Overview of Grantmaking Functi
 on</li><li>Due Diligence Model and Risk Identification</li><li>Structure an
 d Governance</li><li>Activities and Regulations</li><li>Financial Informati
 on</li><li>Information and Communication</li><li>Monitoring Procedures</li>
 <li>IT Environment</li><li>Social Environment</li></ul><p><strong>Who Shoul
 d Attend:</strong><br />Presidents\, Executive Directors\, Chief Financial 
 Officers\, Controllers\, Program Officers and other Private Foundation Prof
 essionals.</p><p><strong>Hosts:</strong><br /><em>PKF O’Connor Davies</em><
 br /><a href="https://www.pkfod.com/people/joseph-ali/">Joseph Ali</a>\, CP
 A\, CGMA\, Partner<br /><a href="https://www.pkfod.com/people/scott-brown/"
 >Scott Brown</a>\, CPA\, CGMA\, Partner<br /><a href="https://www.pkfod.com
 /people/anan-samara/">Anan Samara</a>\, EA\, Partner</p><p><strong>Featured
  Speakers:</strong><br /><em>PKF O'Connor Davies</em><br /><a href="https:/
 /www.pkfod.com/people/elizabeth-gousse-ballotte/">Elizabeth Gousse Ballotte
 </a>\, Principal\, Private Foundation Services<br /><a href="https://protec
 t-us.mimecast.com/s/uCPQCgJD7NhGlDnvi30gRt?domain=linkedin.com">Tania Miran
 da</a>\, CPA\, Manager\, Private Foundation Services<br /><a href="https://
 protect-us.mimecast.com/s/OTDsCjRgANsRjVkzh18t5d?domain=linkedin.com">Eric 
 Hillman</a>\, CPA\, Manager\, Private Foundation Services</p><p><strong>CPE
  Credit:</strong><br />1 CPE Credit: Accounting<br />No prerequisites or ad
 vanced planning required<br />Program Level: Basic / Delivery Method: Group
  Internet Based</p><p><em>For information regarding complaint and/or progra
 m cancellation policies\, please contact the PKF O'Connor Davies CPE Firm A
 dministrator at 914.381.8900.</em></p>
CATEGORIES:Firm-Hosted Events
ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/quarterly-webinar-best-practices
 -in-grantee-due-diligence/
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TZID:America/New_York
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TZOFFSETFROM:-0500
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DTSTART:20210314T070000
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