Washington Hilton
Washington Hilton, 1919 Connecticut Ave NW, Washington, DC 20009, US

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Event Date Mon Nov 15 AST - Tue Nov 16 AST (17 days ago)
In your timezone (EST): Mon Nov 15 5:30am - Tue Nov 16 2:30pm
Location Washington Hilton
1919 Connecticut Ave NW, Washington, DC 20009, US
Region Americas

Combine timely updates on new regulations, IRS updates and hear from the innovators and thought leaders in the highly specialized world of private foundations.

Who Should Attend
CPAs or finance professionals, regardless of level, involved with tax planning, consulting and compliance


2021 Speakers

Benjamin Alarie
LL.M. (Taxation), CEO, Blue J Legal

Sarah Allen-Anthony
CPA, Partner, Crowe LLP

Christi Annin
Director of Finance, Suzanne & Walter Scott Foundation

Andy Barbee
GreerWalker LLP

Sally Bednar
Managing Director, Head of Capital Markets and ESG Solutions Group Public Finance - Municipal Department, Wells Fargo Securities

David Berek, Baker & McKenzie LLP

Jody Blazek
CPA, Partner, Blazek & Vetterling

Matthew Bohlmann (Invited)
Senior Analyst, IRS-Criminal Investigation

Sara Bridwell
SPHR, SHRM-SCP, Chief People Officer, CohnReznick

Matthew Busta
CPA, Managing Director, KPMG

John Carbone
Senior Revenue Agent/Subject Matter Expert on BBA Procedures, Pass-through Entities Practice Area, IRS/LB&I

McKenzie Chalmers
Bolton, an IMA Company

Shehan Chandrasekera
CPA, Head of Tax Strategy, CoinTracker

Caroline Ciraolo
LL.M. (Taxation), Partner, Kostelanetz &Fink LLP

Erin Collins
National Taxpayer Advocate, IRS

Jack Coman

Ashby Corum
Partner, KPMG LLP

Michael Davenport
CISSP, CISM, CEH, CPT, CCFE, President, TrilogySecurity

Jennifer Deger
CPA, MBA, Director of Finance - Global Controller, Bill & Melinda Gates Foundation

Beth deHamel
Vice President for Operations and CFO, Hilton Foundation

Maria Dolan
Executive Assistant, Technical, Pass-through Entities Practice Area, IRS/LB&I

Jeremiah Doyle
IV, Esq., BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management

Martin Finn
CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP

Sharyn Fisk
J.D., LL.M. Taxation, Director, Office of Professional Responsibility, Internal Revenue Service

Kate Forsyth
Tax Principle, Global Employment Services Group, Deloitte

Don Fort
CPA, Director of Investigations, Kostelanetz and Fink, LLP

Dana Fried
JD, LLM Taxation, MBA, Managing Director, National Tax, CohnReznick LLP

Sunil Garga
President, Foundation Source

Jamie Gershon
Executive Vice President, Bolton, an IMA Company

Darren Guillot
Commissioner, Small Business/Self Employed Collection, IRS

Jennifer Harris
CPA, Tax Shareholder, Clark Nuber

Jeffrey Haskell
J.D., LL.M. (Taxation), Chief Legal Officer, Foundation Source

Rochelle Hodes
J.D., LL.M. (Taxation), Principal, Crowe LLP

David Holets
CPA, Partner, Crowe LLP

Eric Johnson
CPA, CFP, Partner, Deloitte Tax, LLP

Gabriel Kasper
Managing Director, Monitor Institute, Deloitte

Rob Keller
CPA, JD, LL.M. (Taxation), Partner, Washington National Tax, KPMG

David Kirk
J.D., LL.M. Taxation, National Tax Partner, Ernst & Young LLP

Mark Klein
Esq., Partner/Chairman, Hodgson Russ LLP

Ed Kless
Meta-Consultant, Sage

Dwight Koda
Controller, William and Flora Hewlett Foundation

Brandon Lagarde
CPA, J.D., LL.M. (Taxation), Tax Director, Postlethewaite & Netterville, APAC

Jan Lewis
Partner, Haddox Reid Eubank Betts PLLC

David Lifson
CPA, Senior Advisor, Crowe LLP

Douglas Lindholm
Esq., President & Executive Director, Council On State Taxation (COST)

Brian Lovett
CPA, CGMA, JD, Partner, Withum

Robert Malone
Director of Exempt Organizations and Government Entities (EO/GE), IRS

John Marston
Partner, Foley Hoag LLP

Candice Meth
CPA, MBA, Partner, EisnerAmper

Jackie Meyer, Meyer Tax

Amy Miller
CPA, Senior Manager, AICPA

Wendye Mingo
Ph.D., Managing Director, Information Technology, The Kresge Foundation

Annette Nellen
CPA, CGMA, Esq, Professor, San Jose State University

Tony Nitti
CPA, Partner, RubinBrown

Brian O'Connor

Thomas Patterson
CPA (Inactive) CISA CGEIT CRISC, Managing Director, Security Assurance LLC

Kirk Phillips
CPA, CMA, CFE, CBP, Managing Director, Global Crypto Advisors

Kelly Phillips Erb
Team Lead, Tax Insights & Commentary, Bloomberg Tax

The Hon. Charles Rettig
J.D., LL.M. (Taxation), Commissioner, Internal Revenue Service, Congressman Tom Rice

Chris Rizek

Theodore Sarenski
CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One Investing

Carolyn Schenck

Gerard Schreiber
CPA, Partner, Schreiber and Schreiber CPAs

Shaune Scutellaro
CPA, Partner, CohnReznick, LLP

Jane Searing
CPA, Managing Director, Deloitte

Crystal Sewell
Human Resources Director, The Kresge Foundation

Martin Shenkman
CPA, MBA, PFS, AEP (distinguished), JD, Attorney, Shenkman Law

Steven Siegel
J.D., LL.M. (Taxation), President, The Siegel Group

Chaya Siegfried
CPA, MST, Lead, International Business Tax Services, Withum

Frank Smith
CPA, Partner, Marcum LLP

Catherine Stanton
CPA, Cherry Bekaert LLP, Congressman Thomas Suozzi

Sandi Thorman
CPA, Partner, GreerWalker LLP

Mai-Anh Tran
Chief Financial Officer, Ford Foundation

Deborah Walker
CPA, MBA, Cherry Bekaert LLP

Melissa Wiley
JD, Member, Caplin & Drysdale

Paul Wilner
CPA, Managing Partner, Grossberg Company LLP

Chris Wittich
CPA, MBT, Partner, Boyum Barenscheer, PLLP