Error loading player: No playable sources found
PFS1907
Managing Risk and Volatility with a Global Footprint
Date
June 13, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Private Foundation Summit 2019
This session will introduce a broad range of issues and present some tips for addressing challenges a foundation may face when venturing into the world of international philanthropy and investing.
- Participants will be able to identify compliance challenges facing organizations when making grants and PRIs to organizations overseas and the impact of foreign currency fluctuations, and ways to mitigate the impact.
- Participants will understand the broad range of regulatory filings relating to foreign investments, the types of investments that present the greatest compliance challenges, and red flags to identify in fund documents and agreements.
Speakers
Director, Finance and Operations, Philanthropy, Table Management
Deby MacLeod, CPA, CGMA
Shareholder, Clark Nuber
Tax Shareholder, Clark Nuber
General
Related Products
Learning Outcomes of Implementing Reporting Standards and Contributions Received/Made
A panel of experts discuss the new standards and how their respective organizations have dealt with implementation issues…
How Private Foundations Fit into Complex Modern Charitable Giving Structures
Today’s philanthropists are using private foundations as only one tool in the toolkit to achieve greater impact. From individuals to corporations there are diverse goals, some of which cannot be achieved solely using a private foundation. Choosing the right vehicle is important to achieving goals…
Self-Dealing Case Studies
Case studies with transactions that result in self-dealing will illustrate how to identify and correct such acts. The session with focus on ideas for avoiding the unforgivable penalties, using policies and procedures, and practical solutions will be shared…
Cybersecurity Best Practices: From Culture to Coping
Cybersecurity is an ever-changing, rapidly-evolving field. Not only are the technical and operational challenges more complex than ever before, but too often we focus on the latest hack and lose sight of how to prepare our environments in concrete ways for the threats to come…
