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AICPA & CIMA Private Foundation Summit
22
Jun
-
23
Jun
2023
When
National Harbor
USA
Where

The AICPA Private Foundation Summit is an exclusive event that offers a unique opportunity to learn from the trailblazers and experts in the specialized realm of private foundations.

This summit is designed to provide attendees with insights and knowledge on various aspects of private foundations, from investment strategies to charitable activities, to help them achieve their short-term and long-term goals.

The event is ideal for private foundation leaders and advisers such as CPAs, attorneys, and investment specialists, as well as strategy, management, and operations professionals, private foundation directors, trustees, and officers, grant makers, and grantee assessors.

Why Attend

AICPA & CIMA Private Foundation Summit

Elevate your expertise and knowledge through insights into private foundations.

Grow

Gather insights into a risk-based approach towards alternative investments. private and partnership assets, managing risks of a remote workforce and more.

Experience

Learn to use tax rules on alternative investments, Chapter 42, legal requirements, and collaborative financing strategies from top business leaders.

Be inspired

Attain knowledge from industry leaders on private foundation management, and discover how to increase your foundation's influence and drive positive change

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Event

AICPA
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Combining the strengths of the American Institute of CPAs® and The Chartered Institute of Management Accountants®, we empower the world’s most highly skilled accountants — CPAs and CGMA® designation holders — with the knowledge, insight and foresight to meet today’s demands and tomorrow’s challenges. We drive a dynamic accounting profession that works every day to build trust, create opportunity and grow prosperity worldwide.

22 - 23 Jun 2023
Hybrid

Speakers and Delegates
Industry Experts and Thought Leaders

William Roell
Chief Financial Officer and Treasurer
Amy Robinson
VP, CFO & Chief Administrative Officer
Jane Searing
Managing Director
Alexander Reid
Partner
Nancy McGlamery
Principal
Jessica Karantonis
Managing Director
Erica Cherry
Senior Officer, Tax Compliance and Investment Accounting
Jennifer Harris
Shareholder
Jeffrey Haskell
Chief Legal Officer and Executive VP

Sponsors and Exhibitors
Brand, Media and Promotional Partners

AICPA

Combining the strengths of the American Institute of CPAs and The Chartered Institute of Management Accountants we empower the world s most highly skilled accountants CPAs and CGMA designation holders with the knowledge insight and foresight to meet

Combining the strengths of the American Institute of CPAs and The Chartered Institute of Management Accountants we empower the world s most highly skilled accountants CPAs and CGMA designation holders with the knowledge insight and foresight to meet today s demands and tomorrow s challenges We drive

Organizer

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