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UID:20210603T0455Z-1622696152.3507-EO-11155-1@198.46.93.14
STATUS:CONFIRMED
DTSTAMP:20260418T045048Z
CREATED:20210602T123814Z
LAST-MODIFIED:20250217T162112Z
DTSTART;TZID=America/New_York:20210622T140000
DTEND;TZID=America/New_York:20210622T150000
SUMMARY: Value Series on Private Foundations – Quarterly Webinar: Impact In
 vesting and What You Need to Know
DESCRIPTION: Please join us for an in-depth exploration of impact investing
 \, with particular focus on opportunities and issues relevant to private fo
 undations. Marc Rinaldi\, PKF O’Connor Davies Partner-in-Charge of Financia
 l Services\, will lead a discussion with specialists Jennifer Oertel\, Co-C
 hair of the Exempt Organizations and Impact […]
X-ALT-DESC;FMTTYPE=text/html: <p>Please join us for an in-depth exploration
  of impact investing\, with particular focus on opportunities and issues re
 levant to private foundations. <a href="https://www.pkfod.com/people/marc-r
 inaldi/">Marc Rinaldi</a>\, PKF O'Connor Davies Partner-in-Charge of Financ
 ial Services\, will lead a discussion with specialists Jennifer Oertel\, Co
 -Chair of the Exempt Organizations and Impact Investing practice of Bodman 
 PLC\, and Joshua Burgher\, COO and CFO of Golden Gate University. Foundatio
 n and non-profit executives responsible for investment selection will benef
 it from these professionals' combined insight and expertise in impact\, env
 ironmental\, social\, and governance (ESG) investing. </p><p><strong>Key To
 pics: </strong></p><ul><li>Best Practices for Setting Impact Investing Goal
 s </li><li>Designing and Redesigning an Impact Investment Thesis and Invest
 ment Policy Statements </li><li>The ESG Due Diligence and Impact Investment
  Metric Selection Process </li><li>Key Measurement Techniques </li><li>Deve
 loping a Sound Legal and Tax Framework </li></ul><p><strong>Who Should Atte
 nd:</strong><br />Presidents\, Executive Directors\, Chief Financial Office
 rs\, Controllers and other professionals in the private foundation/not-for-
 private arena. </p><p><strong>Hosts:</strong><br /><em>PKF O'Connor Davies 
 </em><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\, Principal</p><p><strong>Featured Speakers:
 </strong><br /><a href="https://www.pkfod.com/people/marc-rinaldi/">Marc Ri
 naldi</a>\, CPA\, Partner-in-Charge\, Financial Services\, PKF O'Connor Dav
 ies <br /><a href="https://www.michiganfoundations.org/directory-contact/je
 nnifer-oertel">Jennifer Miller Oertel</a>\, Esq.\, Chair of Exempt Organiza
 tions and Impact Investing\, Bodman PLC and Expert in Residence for Impact 
 Investing\, Council of MI Foundations <br /><a href="https://www.linkedin.c
 om/in/joshua-burgher/">Joshua Burgher</a>\, MBA\, MS\, Chief Operating Offi
 cer/Chief Financial Officer\, Golden Gate University </p><p><strong>CPE Cre
 dit:</strong><br />1 CPE Credit Specialized Knowledge <br />No prerequisite
 s or advanced planning required <br />Program Level: Basic/Delivery Method 
 Group Internet-based </p><p><em>For information regarding complaint and/or 
 program cancellation policies\, please contact the PKF O'Connor Davies CPE 
 Firm Administrator at 914.381.8900.</em></p><p>PKF O’Connor Davies is regis
 tered 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 th
 e acceptance of individual courses for CPE Credit. Complaints regarding reg
 istered sponsors may be submitted to the National Registry of CPE Sponsors 
 through its website: <a href="https://protect-us.mimecast.com/s/6ZjvCPNK6AT
 5Vg2mSr8SRO?domain=nasbaregistry.org">www.nasbaregistry.org</a>.</p><p> </p
 >
CATEGORIES:Firm-Hosted Events
ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/value-series-on-private-foundati
 ons-quarterly-webinar-impact-investing-and-what-you-need-to-know/
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