Description
**Please refer to ENG17W104b - Private Foundation Summit - Part 2 for access to this Workshop's Evaluation and CPE**
The signature learning event on private foundations is back, and by popular request, this year’s Private Foundation Summit is adding more sessions with practical philanthropic investments and direct charitable programs. Direct from true thought leaders in philanthropy and experienced faculty on private foundations, gain practical guidance you can’t get anywhere else on:
- Private foundation operations and investment
- Self-dealing dos and don’ts
- Trends in family philanthropy
- Direct Charitable Activities including prizes and grants to individuals
- Assessing and managing foundation risk
Speaker(s):
- Jody
Blazek,
CPA,
Partner,
Blazek & Vetterling
- Misty
Burns,
Director of Finance,
Michael & Susan Dell Foundation
- Tamara
J. Driscoll,
JD,
Associate General Counsel,,
Bill & Melinda Gates Foundation
- Rosemary
Fei,
Principal,
Adler & Colvin, a Law Corporation
- Jonathon
Fellows,
CFA,
Principal,
DiMeo Schneider & Associates LLC
- Jennifer
Becker Harris,
CPA,
Shareholder,
Clark Nuber PS
- Tomer
Inbar,
J.D.,
Partner,
Patterson Belknap Webb & Tyler
- Eric
L. Johnson,
CPA,
Partner,
Deloitte Tax, LLP
- Catherine
Livingston,
Partner,
Jones Day
- Amy
B. Robinson,
CPA,
VP, CFO & CAO,
Kresge Foundation
- Jane
M. Searing,
CPA, M.S. Taxation,
Shareholder,
Clark Nuber PS
- Timothy
Stiles,
CPA,
Partner,
KPMG LLP
- Kay
Walther,
CPA ,
Partner,
Blazek & Vetterling
- Kathryn
Ong,
CPA,
Principal,
Clark Nuber P.S.
