Name: AICPA & CIMA Private Foundation Summit
Start: 2023-06-22
End: 2023-06-23

AICPA & CIMA Private Foundation Summit

22
Jun

23
Jun

2023

When

National Harbor
USA

Where

The AICPA Private Foundation Summit is an exclusive event that offers a unique opportunity to learn from the trailblazers and experts in the specialized realm of private foundations.

This summit is designed to provide attendees with insights and knowledge on various aspects of private foundations, from investment strategies to charitable activities, to help them achieve their short-term and long-term goals.

The event is ideal for private foundation leaders and advisers such as CPAs, attorneys, and investment specialists, as well as strategy, management, and operations professionals, private foundation directors, trustees, and officers, grant makers, and grantee assessors.

Why Attend

AICPA & CIMA Private Foundation Summit

Elevate your expertise and knowledge through insights into private foundations.

Grow

Gather insights into a risk-based approach towards alternative investments. private and partnership assets, managing risks of a remote workforce and more.

Experience

Learn to use tax rules on alternative investments, Chapter 42, legal requirements, and collaborative financing strategies from top business leaders.

Be inspired

Attain knowledge from industry leaders on private foundation management, and discover how to increase your foundation's influence and drive positive change

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AICPA

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Combining the strengths of the American Institute of CPAs® and The Chartered Institute of Management Accountants®, we empower the world’s most highly skilled accountants — CPAs and CGMA® designation holders — with the knowledge, insight and foresight to meet today’s demands and tomorrow’s challenges. We drive a dynamic accounting profession that works every day to build trust, create opportunity and grow prosperity worldwide.

22 - 23 Jun 2023

Hybrid

Speakers and Delegates
Industry Experts and Thought Leaders

William Roell

Chief Financial Officer and Treasurer

Robert Wood Johnson Foundation

Amy Robinson

VP, CFO & Chief Administrative Officer

The Kresge Foundation

Jane Searing

Managing Director

Deloitte Tax LLP

Alexander Reid

Partner

BakerHostetler

Nancy McGlamery

Principal

Adler & Colvin

Jessica Karantonis

Managing Director

Deloitte

Erica Cherry

Senior Officer, Tax Compliance and Investment Accounting

W.K. Kellogg Foundation

Jennifer Harris

Shareholder

Clark Nuber PS

Jeffrey Haskell

Chief Legal Officer and Executive VP

Foundation Source

Sponsors and Exhibitors
Brand, Media and Promotional Partners

AICPA

Combining the strengths of the American Institute of CPAs and The Chartered Institute of Management Accountants we empower the world s most highly skilled accountants CPAs and CGMA designation holders with the knowledge insight and foresight to meet

Why Attend

AICPA & CIMA Private Foundation Summit