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Event Date |
Mon Nov 15 AST - Tue Nov 16 AST (about 3 years 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
KPMG LLP
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
Venable
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
IRS
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