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UID:20210603T0455Z-1622696152.3507-EO-11155-1@198.46.93.14
STATUS:CONFIRMED
DTSTAMP:20260723T175124Z
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://t3pkfod.wpenginepowered.com
 /people/marc-rinaldi/">Marc Rinaldi</a>\, PKF O'Connor Davies Partner-in-Ch
 arge of Financial Services\, will lead a discussion with specialists Jennif
 er Oertel\, Co-Chair of the Exempt Organizations and Impact Investing pract
 ice of Bodman PLC\, and Joshua Burgher\, COO and CFO of Golden Gate Univers
 ity. Foundation and non-profit executives responsible for investment select
 ion will benefit from these professionals' combined insight and expertise i
 n impact\, environmental\, social\, and governance (ESG) investing. </p><p>
 <strong>Key Topics: </strong></p><ul><li>Best Practices for Setting Impact 
 Investing Goals </li><li>Designing and Redesigning an Impact Investment The
 sis and Investment Policy Statements </li><li>The ESG Due Diligence and Imp
 act Investment Metric Selection Process </li><li>Key Measurement Techniques
  </li><li>Developing a Sound Legal and Tax Framework </li></ul><p><strong>W
 ho Should Attend:</strong><br />Presidents\, Executive Directors\, Chief Fi
 nancial Officers\, Controllers and other professionals in the private found
 ation/not-for-private arena. </p><p><strong>Hosts:</strong><br /><em>PKF O'
 Connor Davies </em><br /><a href="https://t3pkfod.wpenginepowered.com/peopl
 e/scott-brown/">Scott Brown</a>\, CPA\, CGMA\, Partner <br /><a href="https
 ://t3pkfod.wpenginepowered.com/people/anan-samara/">Anan Samara</a>\, EA\, 
 Principal</p><p><strong>Featured Speakers:</strong><br /><a href="https://t
 3pkfod.wpenginepowered.com/people/marc-rinaldi/">Marc Rinaldi</a>\, CPA\, P
 artner-in-Charge\, Financial Services\, PKF O'Connor Davies <br /><a href="
 https://www.michiganfoundations.org/directory-contact/jennifer-oertel">Jenn
 ifer Miller Oertel</a>\, Esq.\, Chair of Exempt Organizations and Impact In
 vesting\, Bodman PLC and Expert in Residence for Impact Investing\, Council
  of MI Foundations <br /><a href="https://www.linkedin.com/in/joshua-burghe
 r/">Joshua Burgher</a>\, MBA\, MS\, Chief Operating Officer/Chief Financial
  Officer\, Golden Gate University </p><p><strong>CPE Credit:</strong><br />
 1 CPE Credit Specialized Knowledge <br />No prerequisites or advanced plann
 ing required <br />Program Level: Basic/Delivery Method Group Internet-base
 d </p><p><em>For information regarding complaint and/or program cancellatio
 n policies\, please contact the PKF O'Connor Davies CPE Firm Administrator 
 at 914.381.8900.</em></p><p>PKF O’Connor Davies is registered with the Nati
 onal Association of State Boards of Accountancy (NASBA) as a sponsor of con
 tinuing professional education on the National Registry of CPE Sponsors. St
 ate Boards of Accountancy have the final authority on the acceptance of ind
 ividual courses for CPE Credit. Complaints regarding registered sponsors ma
 y be submitted to the National Registry of CPE Sponsors through its website
 : <a href="https://protect-us.mimecast.com/s/6ZjvCPNK6AT5Vg2mSr8SRO?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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DTSTART:20210314T070000
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