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Printer-friendly Agenda

Monday, December 12, 2022

10:00 AM – 11:00 AM EST

PFS2201. Opening Remarks | The Lightmaker's Manifesto: How to Work for Change without Losing Your Joy

Speakers: Karen Walrond
11:10 AM – 12:00 PM EST

PFS2202. UBI: Why Is It OK and When It Isn't

Speakers: Jessica Karantonis, Frank Smith
12:10 PM – 1:00 PM EST

Virtual Roundtables (optional, not eligible for CPE)

1:00 PM – 2:15 PM EST

PFS2203. Beyond the PC - Making Grants to Non Public Charities for a Charitable Purpose

Speakers: Lori McLaughlin, Karen Halazon
2:15 PM – 2:30 PM EST

Exhibitor Connection

2:30 PM – 3:20 PM EST

PFS2204. Impact Investing: Part I

Speakers: Aaron Seybert
3:30 PM – 4:20 PM EST

PFS2205. Impact Investing: Part II - Legal, Tax and Accounting Considerations

Speakers: Tomer Inbar, Candice Meth, Craig Fields

Tuesday, December 13, 2022

10:00 AM – 10:55 AM EST

PFS2206. Opening Remarks | Foundation Lifecycle

Speakers: Jody Blazek, Jeffrey Haskell
11:05 AM – 11:55 AM EST

PFS2207. FASB Update

Speakers: Jeffrey Mechanick, Jeff Gabello
12:05 PM – 12:55 PM EST

Virtual Roundtables (optional, not eligible for CPE)

12:55 PM – 2:10 PM EST

PFS2208. Increasing the Tools in the Charitable Toolbox to Accomplish Your Charitable Mission

Speakers: Nancy McGlamery, Jane Searing
2:10 PM – 2:30 PM EST

Exhibitor Connection

2:30 PM – 3:45 PM EST

PFS2209. Foundations Using Their Power and Voices to Advocate for Change Without Violating Federal Tax Laws

Speakers: Abby Levine