This agenda is current as of Apr. 13, 2023.

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Thursday, June 22, 2023

7:00 AM – 8:00 AM EDT

Registration and Continental Breakfast

8:00 AM – 9:00 AM EDT

PFS2301. Chair Welcome | Legislative and IRS Update

Speakers: Alexander Reid
9:05 AM – 10:20 AM EDT

PFS2302. A Risk-Based Approach to Evaluating Alternative Investments

Speakers: Candice Dan Wood, Jessica Karantonis
10:20 AM – 10:40 AM EDT

Networking Break and Vendor Display

10:40 AM – 11:30 AM EDT

PFS2303. A Historical Look at Private Foundations and Partnership Investments

Speakers: Nancy McGlamery, Jane Searing
11:35 AM – 12:25 PM EDT

PFS2304. Investing for Purpose - Opening Doors that may have Previously Been Closed

Speakers: Mariam Mansury, Dennis Morrone
12:25 PM – 1:25 PM EDT

Networking Lunch

1:25 PM – 2:15 PM EDT

PFS2305. Managing Risks of a Remote Workforce

Speakers: Erica Cherry, Nazanin Azarian
2:20 PM – 3:10 PM EDT

PFS2306. Individual Grants

Speakers: Jeffrey Haskell
3:30 PM – 4:20 PM EDT

PFS2307. Transactions with Disqualified Persons: Allowable Financial Transactions and Reasonable Contemporaneous Documentation

Speakers: Saul Bakst, Jane Searing, Jennifer Deger
3:35 PM – 3:55 PM EDT

Networking Break & Exhibits

4:25 PM – 5:40 PM EDT

PFS2308. Trust Based Philanthropy in Action - Removing Barriers but Remaining Compliant in Grantmaking

Speakers: Marisa Meltebeke, Genise Singleton, Amy Robinson
5:40 PM – 7:00 PM EDT

Networking Reception

Friday, June 23, 2023

7:00 AM – 8:00 AM EDT

Registration and Continental Breakfast

8:00 AM – 8:55 AM EDT

PFS2309. Update on Form 990-PF Reporting

Speakers: Jennifer Harris, Jody Blazek
9:00 AM – 10:15 AM EDT

PFS2310. Direct Charitable Expenditures

Speakers: Candice Dan Wood, William Roell, Jessica Karantonis
10:15 AM – 10:35 AM EDT

Networking Break and Vendor Display

10:35 AM – 11:25 AM EDT

PFS2311. New Reporting: Environmental, Social, and Governance (ESG) and Global Information Reporting (GIR) Reporting Standards

Speakers: Jocelyne Miller
11:30 AM – 12:45 PM EDT

PFS2312. Models of Collaboration - Case studies and Examples of Effective Collaboration

Speakers: Megan Bell, Amy Robinson