Trends in Philanthropy

Join us on February 19 for breakfast, networking and educational sessions on current Not-For-Profit industry topics and trends.

Event Details


Learning Objectives:

  • Review the latest tax regulations, including OBBBA impact, and how they impact the Not-for-Profit industry and charitable giving.
  • Explore the integration of technology and AI in not-for-profit organizations’ giving strategies.
  • Assess and discuss current trends in the Not-For-Profit industry.

Agenda:

8:00 – 8:30 AM | Registration and Networking Breakfast

8:30 – 8:45 AM | Opening Remarks – Regions and Withum

8:45 – 9:35 AM | Session 1 – NFP Tax Update presented by Israel Tannenbaum

9:35 – 10:05 AM | Icebreaker Roundtables

10:05 -11:00 AM | Session 2 – NFP Industry Update and CEO panel presented by Brad Caruso

Panelists: Catherine Steck-McManus, President and CEO, Habitat for Humanity Greater Orlando & Osceola County; Sherry Wheelock, President and CEO, Special Olympics Florida; Rick Whitted, Chief Executive Officer, U.S. Hunger

11:00 -12:00 PM | Closing Remarks and Networking

Register for this event

Should I attend? CEOs, Executive Directors, CFOs, COOs, Directors of Finance and Board Executives are encouraged to attend and bring colleagues and friends in the industry.


Meet Our Speakers

Brad Caruso

Partner

East Brunswick, NJ

Israel Tannenbaum

Partner

New York, NY

Erik Halluska

Partner

Orlando, FL

Rebecca Reynolds

Regions Bank

- Regions Bank


Continuing Education Credit

1 Credit of CPE in Taxes
1 Credit of CPE in Accounting

WithumSmith+Brown, PC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBAregistry.org.

Program Level: Overview Prerequisites: None Advanced Preparation: None Delivery Method: Live

For information regarding complaint and program cancellation policies, please contact our Withum Learning Department at [email protected].


By registering for this event, you agree that Withum may disclose the personal data you submit as part of the registration to co-organizers for event management purposes. Your contact information may also be used for marketing outreach, including promotional emails. You can opt out of marketing emails at any time. For additional information concerning the privacy practices of Withum and our co-sponsors, please see applicable hyperlinks below.