We present papers and lectures at statewide and national conferences of lawyers and accountants, and we publish articles in professional journals.
Self-dealing always seems to catch people by surprise. The rules are often not intuitive and have remained relatively unchanged for 60 years. Join us as we discuss common self-dealing issues that arise in family offices and strategies that every office should put in place to safeguard everyone involved.
3:45 p.m. – 5:00 p.m. PT
Co-Presenter: Susan Dawson, The Parker Foundation, General Counsel
Seattle, Washington
Last year’s Supreme Court decision on admissions practices surprised many of us in the sector. The ruling left many of us wondering how this would impact other areas of operations, including employment practices and grantmaking. Our session will focus on what the landscape of race conscious philanthropy looks like today and potential areas of concern in light of last year’s ruling.
1:00 p.m. – 2:15 p.m. PT
Co-Presenters:
Seattle, Washington
The election is coming! While private foundations are subject to a number of restrictions when it comes to lobbying and political activities, there are still ways in which foundations can be involved and help create change. Additionally, family offices and foundations are starting to explore other vehicles, such as social welfare organizations, to allow for more flexibility when it comes to these activities. Come prepared to learn how to be an influencer of change and what guardrails to consider as your foundation moves forward.
1:00 p.m. – 2:15 p.m. PT
Seattle, Washington
As foundations look beyond the bottom line and evaluate their impact on the community they serve, impact investing has become a key component. Impact investing can take many forms, each with its own risk and return. Join us as we discuss these different forms, the benefits and challenges they may have, and trends that we see as impact investing becomes more widespread.
10:00 a.m. – 10:50 a.m. PT
Co-Presenter: Katherine Pease, Pathstone, Managing Director
Seattle, Washington