Join Clark Nuber professionals on August 3, 2023, for the Private Foundation Essentials Workshop. This seminar will give you an opportunity to learn about the fundamentals of private foundations, answer your common questions, and identify what makes them different from other types of charitable entities. We will discuss planning opportunities to ensure your private foundation successfully operates within the regulatory boundaries while accomplishing its charitable objectives.

AGENDA

9:00 AM to 9:55 AM | Primer: Historical background, legal basics, and accounting considerations for private foundations.
Presented by Jennifer Becker Harris and Candi Avery

10:00 AM to 10:05 AM | BREAK

10:05 AM to 11:00 AM | Compliance Review: Walk-through of the Form 990-PF and highlight of key sections to review.
Presented by Lisa McCreedy and Kayla Harmon

11:00 AM to 11:15 AM | BREAK

11:15 AM to 12:10 PM | High-Level Oversight: Keeping your private foundation safe from the pitfalls of self-dealing, excess business holdings, and taxable expenditures.
Presented by Frances Olson and Celia Davis

12:10 PM to 12:15 PM | BREAK

12:15 PM to 1:00 PM | Private Foundation Grantmaking Strategies: Strategies beyond basic grantmaking for private foundations to reach those with the greatest need, including use of program related investments, grants to individuals, and foreign grantmaking.
Presented by Sarah Wine and Sarah Huang  

PRESENTERS

• Jennifer Becker Harris, CPA, MST | Shareholder
• Candi Avery, CPA | Shareholder
• Sarah Wine, CPA | Shareholder
• Sarah Huang, CPA, MST | Principal
• Frances Olson, CPA, MST | Senior Manager
• Lisa McCreedy, CPA | Senior Manager
• Celia Davis, CPA | Senior Manager
• Kayla Harmon, CPA | Manager

WHO SHOULD ATTEND

• Leaders of small private foundations
• CFOs, controllers, and accountants new to private foundations
• Private foundation directors, trustees, and officers
• Investment advisors and financial professionals
• Family office managers and advisors
• Philanthropic individuals considering a private foundation structure
• Anyone else looking for a refresher on private foundation basics

REGISTRATION

In order to attend this virtual event, please register HERE AT EVENTBRITE.COM

EVENT INFORMATION

• Date: August 3, 2023
• Time: 9 AM to 1:00 PM Pacific Time (with breaks)
• 4.0 technical CPE credits available
• Cost: $100
• Platform: Zoom Webinar