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9.5 CPE – 2023 Private Foundation Conference

September 19 - September 20

Moss Adams CPE Webinars

Participants of the free live webinars will be eligible for 9 CPE credits.


Private foundations face an array of challenges that many organizations don’t—from minimum distribution requirements to excise or income taxes on self-dealing, taxable expenditures, excess business holdings, and unrelated business income—to name a few.

Join us for our 2023 Private Foundation Conference, in which we’ll cover topics to help you navigate your foundation’s financial and operational complexity. This virtual event offers CPE credit and features presentations from industry professionals on the following topics:

  • Board governance and communication
  • Donor-advised funds
  • Legislative updates and hot topics
  • Outsourcing: how and when to outsource grants compliance, or accounting and finance work
  • Form 990-PF: attorney versus CPA perspective
  • 501c4
  • Diversity, equity, and inclusion practices


Day One

  • 9 AM–9:05 AM: Welcome Message
  • 9:05 AM–10:05 AM: Private Foundation Taxable Expenditures and Internal Controls (Pam Alexanderson, Director, Moss Adams; Michael Fine, Partner, Wyatt, Tarrant & Combs, LLP; Claire Hilleary, Senior Manager, Moss Adams; Chelsea Ritchie, Senior Manager, Moss Adams; Carla Romero, Executive Director, McCune Foundation)
  • 10:10 AM–11:40 AM: How and When to Outsource: Grant Compliance, Finance, and Accounting Services (Amy Ahyo, Senior Manager, Moss Adams; Ariel Lybarger, Manager, Moss Adams; Jennifer Teicheira, Senior Manager)
  • 12:20 PM–1:20 PM: Current Legislative and Guidance Updates in the World of Philanthropy (Meghan Biss, Member, Caplin & Drysdale; Lauren Haverlock, Partner, Moss Adams; Alexander Reed, Partner, BakerHostetler)
  • 1:25 PM–2:25 PM: Ask the Experts Panel (Pam Alexanderson, Director, Moss Adams; Wendy Campos, Partner, Foundations National Practice Leader, Moss Adams; Elizabeth Dollar, Partner, Not-for-Profit National Practice Leader, Moss Adams; Lauren Haverlock, Partner, Moss Adams)

Day Two

  • 9 AM–9:05 AM: Welcome Message
  • 9:05 AM–10:05 AM: Accountant versus Attorney: 990-PF Through a Different Lens (Wendy Campos, Partner, Foundations National Practice Leader, Moss Adams; Maggie Elliott, Senior Manager, Moss Adams; Marisa Meltebeke, Partner, Davis Wright Tremaine)
  • 10:10 AM–11:10 AM: 501(c)(4): Rules, Guidance, and Opportunities (Lauren Haverlock, Partner, Moss Adams; Diara Holmes, Partner, Loeb & Loeb)
  • 11:50 AM–12:50 PM: Embedding and Operationalizing DEIBJ in Our Missions and Programs (Tanir Ami, Chief Executive Officer, CARESTAR Foundation; Ken Oliver, Executive Director, Checkr Foundation; Illyasha Peete, Chief of Equity, Justice, and Culture, ClimateWorks Foundation; Kinman Tong, Partner, Moss Adams)
  • 12:55 PM–1:55 PM: Leading with Purpose: Essential Traits of Highly Effective Foundation Boards (Annie Rose Favreau, Senior Manager, Moss Adams; LeeAnn Stivers, Senior Manager, Moss Adams)
  • 2 PM–3 PM: Ask the Experts Panel (Wendy Campos, Partner, Foundations National Practice Leader, Moss Adams; Jennifer Price, Partner, Moss Adams; Colleen Rozillis, Partner, Moss Adams)

Download a PDF version of the agenda here.

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