Private Foundation Conference: Day One, AM Session

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Presented on September 19, 2023

Brett Addis, Director, Human Capital Advisory Services
Amy Ahyo, Director, Not-for-Profit Practice
Pam Alexanderson, Director, Foundations Practice
Claire Hilleary, Director, Not-for-Profit Practice
Jennifer Teicheira, Director, Not-for-Profit Practice
Ariel Lybarger, Senior Manager, Not-for-Profit Practice
Chelsea Ritchie, Senior Manager, Not-for-Profit Practice
Michael Fine, Partner, Wyatt, Tarrant & Combs, LLP
Carla Romero, Executive Director, McCune Foundation
Mark Scheffler, Executive Director, Timken Foundation of Canton

Explore topics to help you navigate your private foundation’s financial and operational complexity at the first day of our annual virtual conference. Sessions include:

  • Private Foundation Taxable Expenditures and Internal Controls
  • How and When to Outsource: Grant Compliance, Accounting, and Human Capital

Watch the presentations from the afternoon session for the first day, and the morning and afternoon sessions of the second day.

Related Topics

2022 Private Foundation Tax Planning Guide
Compare Donor-Advised Funds to Private Foundations
Budget Proposals Could Impact Private Foundations, Tax-Exempt Organizations
File Your IRS Form 990-PF with Confidence

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