16th Annual Private Foundations Executive Symposium

Our 16th Annual Private Foundations Executive Symposium explored trends and topics impacting the private foundation community now and in the future. Leading experts shared their insights on a range of topics, including IRS updates and its funding and utilization of artificial intelligence (AI). Additionally, we explored the growing threats and shifting landscape of cybersecurity, available insurance and impact of AI. We will also addressed the workforce retention challenges encountered by numerous foundations.

Watch Webinar Replay Here
View Slides Here

Key Topics: 

  • Employee Retention Challenges and Strategies for Holding on to Talent
  • How Foundations Can Protect Against Cyber Risk
  • Cybersecurity Insurance: A Close Look at Coverage, Availability and Premiums
  • Update on IRS Changes, Tax Compliance and its Increasing Use of Audit AI

Phillips Oppenheim
Paul Spivey, Principal

Insurance Capital Solutions (ICS) Group
Kelly S. Geary, Esq., CIPP/US, ACP, CCP, Managing Principal, Executive and Cyber Solutions

PKF O’Connor Davies
Thomas J. DeMayo, Partner, Cybersecurity and Privacy Advisory
Garrett M. Higgins, CPA, Partner-in-Charge, Exempt Organization Tax and Advisory Services Group

PKF O’Connor Davies 
Thomas F. Blaney, CPA, CFE, Partner
Christopher D. Petermann, CPA, Partner
Practice Leaders of Philanthropic and Foundation Services