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UID:10000125-1753084800-1753290000@foundationsource.com
SUMMARY:Family Office & Private Wealth Management Forum 2025
DESCRIPTION:Newport Harbor Island Resort (formerly Gurney’s Newport)\, Newport\, RI\nAs Opal Group’s flagship event\, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions\, Newport\, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race\, where you’ll have the opportunity to connect with fellow delegates\, exchange ideas\, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days\, family offices\, private investors\, and investment managers navigate their way through the choppy waters of the past recession\, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing\, impact investing\, non-correlated assets\, and many more. Come join us this July– the forecast calls for fun\, networking\, and favorable prospects for preserving your family’s wealth. \nCONFERENCE FORMAT \nThis conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes\, but cannot pitch products. \n \nREGISTER NOW
URL:https://foundationsource.com/event/family-office-private-wealth-management-forum-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T080000
DTEND;TZID=America/New_York:20250612T170000
DTSTAMP:20250825T083217
CREATED:20250414T043829Z
LAST-MODIFIED:20250414T055732Z
UID:10000119-1749542400-1749747600@foundationsource.com
SUMMARY:Wealth Management EDGE - WealthStack 2025
DESCRIPTION:The Boca Raton Resort\nBoca Raton\, FL \nTech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and Jason Pereira to help advisors increase productivity and improve client experience with the latest technology solutions. Explore topics such as AI-driven client engagement\, next-gen digital experiences\, and the future of integrated tech stacks. Gain the tools\, strategies\, and connections essential for driving productivity and profitability. \n \nREGISTER NOW
URL:https://foundationsource.com/event/wealth-management-edge-wealthstack-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250516T080000
DTEND;TZID=America/New_York:20250517T170000
DTSTAMP:20250825T083217
CREATED:20250414T050334Z
LAST-MODIFIED:20250414T050334Z
UID:10000121-1747382400-1747501200@foundationsource.com
SUMMARY:Ideas to Impact\, Chaminade Leadership
DESCRIPTION:Sponsored Event
URL:https://foundationsource.com/event/ideas-to-impact-chaminade-leadership/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250514T080000
DTEND;TZID=America/New_York:20250516T170000
DTSTAMP:20250825T083217
CREATED:20250414T045909Z
LAST-MODIFIED:20250414T050036Z
UID:10000120-1747209600-1747414800@foundationsource.com
SUMMARY:Beacon\, The RIA Roundtable
DESCRIPTION:Ideal Wealth Firm Attendees:\nC-Suite Leaders \nDescription:\nThe Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise RIA Wealth Firms \nPartner Focus:\nBreadth of Service\, Technology and Product Offerings \nFormat:\nThe Beacon team weaves together case studies\, breakout “brainstorming” sessions\, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings\, rich memories along with plenty of great ideas to take with you and share. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-ria-roundtable/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250425T080000
DTEND;TZID=America/New_York:20250425T170000
DTSTAMP:20250825T083217
CREATED:20250414T043205Z
LAST-MODIFIED:20250414T043310Z
UID:10000118-1745568000-1745600400@foundationsource.com
SUMMARY:Global Climate Solutions Summit - Invest in Innovation\, Scale Impact
DESCRIPTION:The Punch Line San Francisco\nSan Francisco\, California \nJoin us for GCSS 2025\, the premier gathering of climate investors\, founders\, innovators\, policymakers\, and corporate leaders driving bold\, actionable solutions for a sustainable future 🌱 \n​🗓 AGENDA Highlights \n​🔹 9:00 – 10:00 AM | Climate & AI Panel\n🔹 10:15 – 11:30 AM | Investor Panel – From Pitch to Check: Climate Investor Playbook\n🔹 11:30 – 12:15 PM | Designing Sustainable Live Events & Activations\n🔹 12:15 – 1:00 PM | Lunch & Networking \n​🔹 1:00 – 2:00 PM | Climate Thought Leadership Keynotes: Academic\, Business\, Philanthropic Perspectives \n​🔹 2:05 – 3:20 PM | Climate Venture Leaders Panel\n🔹 3:30 – 3:50 PM | Keynote: From Ideas to Impact \n​🔹 3:50 – 4:00 PM | Book Signing & Comedian Entertainment\n🔹 4:00 – 4:40 PM | Unlocking Growth: How Philanthropy Can Supercharge Business\n🔹 4:40 – 5:00 PM | Climate Innovation Awards Ceremony 🎉 \n \nREGISTER NOW
URL:https://foundationsource.com/event/global-climate-solutions-summit-invest-in-innovation-scale-impact/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250423T080000
DTEND;TZID=America/New_York:20250423T170000
DTSTAMP:20250825T083217
CREATED:20250414T042044Z
LAST-MODIFIED:20250414T042044Z
UID:10000116-1745395200-1745427600@foundationsource.com
SUMMARY:The Private Foundation Summit 2025
DESCRIPTION:Location: The Mayflower Hotel\, 1127 Connecticut Ave NW\, Washington DC \nThe Private Foundation Summit (PFS) will once again be hosted by Georgetown Law in 2025. Founded in Seattle in 2009 and offered for many years by the AICPA\, PFS continues to offer the same great programming in a new location. \nThe PFS provides an opportunity to network and get front-row access to attorneys\, CPAs\, and other private advisors as they delve into the tax and legal intricacies of private foundations. \nThis year’s program will include breakout sessions on the challenges of different grants and gifting methods\, as well as global operational considerations for private foundations\, and facilitated lunchtime opportunities to “ask the experts.”\n \nREGISTER NOW
URL:https://foundationsource.com/event/the-private-foundation-summit-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250422T152500
DTEND;TZID=America/New_York:20250422T161500
DTSTAMP:20250825T083217
CREATED:20250402T084132Z
LAST-MODIFIED:20250402T084257Z
UID:10000115-1745335500-1745338500@foundationsource.com
SUMMARY:How Advisors Can Increase Charitable Impact
DESCRIPTION:It’s widely known that wealthy individuals care about philanthropy and it can be effective tool to help them clarify their values\, effect change in the world and build a legacy. Join this session to learn how advisors can bring the discipline and spirit of giving into their practices as our panelists discuss: \n\nA range of philanthropic services to help clients drive impact\nLearnings and best practices from advisors\nWays to undertake your own charitable activities\nHow the Invest in Others foundation brings philanthropy and volunteerism into the finance industry\n\nModerator: Hannah Shaw Grove – CMO\, Foundation Source \nSpeakers:\nLaura T. Godine\, JD\, AEP®\, CAP® – Partner\, Wealth Strategist & Regional Director of Wealth Planning\nCori Oliver – Director\, Charitable Consulting\, DAFgiving360™\nClara Sierra – Senior Director\, Global Sales\, Moody’s\, Executive Board Member\, Invest In Others Charitable Foundation \n \nREGISTER NOW
URL:https://foundationsource.com/event/how-advisors-can-increase-charitable-impact/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250421T080000
DTEND;TZID=America/New_York:20250423T170000
DTSTAMP:20250825T083217
CREATED:20250218T215036Z
LAST-MODIFIED:20250414T041102Z
UID:10000098-1745222400-1745427600@foundationsource.com
SUMMARY:Financial Advisor 10th Annual Invest In Women - April 21 - 23rd 2025
DESCRIPTION:Invest In Women returns in 2025\, offering a unique platform for sponsors to engage with leading Financial Advisors dedicated to serving female clients. Join us in Boston April 21-23\, 2025 at the Omni Boston Hotel at the Seaport. \nInvest In Women Isn’t just an industry-leading conference; it’s a commitment to serving the unique needs of female clients. Join us for unparalleled networking\, actionable insights\, and thought-provoking discussions led by industry experts as we shape the future of financial advising and champion the needs of female clients.   \nThis inclusive event welcomes all to participate in driving excellence and innovation in the financial industry. \nDon’t miss your chance to be part of this transformative experience. \nREGISTER NOW
URL:https://foundationsource.com/event/10th-annual-invest-in-women-april-21-23rd-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250409T090000
DTEND;TZID=America/New_York:20250410T170000
DTSTAMP:20250825T083217
CREATED:20250218T215818Z
LAST-MODIFIED:20250414T040850Z
UID:10000099-1744189200-1744304400@foundationsource.com
SUMMARY:Envestnet Elevate 2025
DESCRIPTION:Envestnet Elevate is our annual pinnacle event that provides insights\, training\, and networking opportunities to help elevate your practice. \nOur mission has always been clear: we’re all in on supporting advisors and their clients through technology\, solutions\, and insights. We’re fully committed to building and innovating to bring you the most integrated wealth management technology available. This year\, we invite our clients and partners to ask: what do you need to go all in? \nREGISTER NOW
URL:https://foundationsource.com/event/envestnet-elevate-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250219T080000
DTEND;TZID=America/New_York:20250221T170000
DTSTAMP:20250825T083217
CREATED:20250218T214430Z
LAST-MODIFIED:20250218T214534Z
UID:10000097-1739952000-1740157200@foundationsource.com
SUMMARY:Redeeming Money 2025
DESCRIPTION:Presented by King Advisors. \nExperience Transformation at the Premier Gathering of the Christian Financial Industry \n\nFind life-giving community with other Christian financial professionals.\nCultivate growth through inspiring speakers and powerful worship.\nReorient your heart toward God and money.\nLearn to integrate faith into every aspect of your work and life.\nRefocus on your kingdom purpose as a financial advisor.\nDiscover new industry opportunities and resources.\n\nREGISTER NOW
URL:https://foundationsource.com/event/redeeming-money-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250127T080000
DTEND;TZID=America/New_York:20250129T170000
DTSTAMP:20250825T083217
CREATED:20250218T213938Z
LAST-MODIFIED:20250218T213938Z
UID:10000096-1737964800-1738170000@foundationsource.com
SUMMARY:OneVoice 2025
DESCRIPTION:Together we’ll explore innovative ways to build businesses through intentional scaling and a shared vision of sustainable growth. The future of business and work is changing rapidly\, and leveling up helps your firm move the needle and maximize results. At this Annual Kickoff\, we’ll harness our collective strengths\, formulate solutions\, and prepare for what’s ahead. Join us for insightful sessions focused on enhancing your capabilities\, distinguishing your business in the marketplace\, embracing continuous change and fostering optimism. \nAt OneVoice 2025\, you can expect to: \n\nGain industry-shaping insights from expert speakers\nEngage in targeted discussions with peers\nReconnect with colleagues and build new relationships\nDiscover tools and technologies to elevate your business\nExperience the power of unity as we shape the future of our industry\n\nJanuary 27 – 29\, 2025  | Gaylord Texan Resort & Convention Center
URL:https://foundationsource.com/event/onevoice-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250113T080000
DTEND;TZID=America/New_York:20250117T170000
DTSTAMP:20250825T083217
CREATED:20250218T212907Z
LAST-MODIFIED:20250218T213121Z
UID:10000094-1736755200-1737133200@foundationsource.com
SUMMARY:Heckerling Institute on Estate Planning - 59th Annual
DESCRIPTION:The Heckerling Institute on Estate Planning is the nation’s leading educational conference for estate planning professionals\, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 59th Heckerling Institute covers topics of timely interest to attorneys\, accountants\, trust officers\, charitable giving professionals\, wealth management professionals\, and nonprofit advisors. \nJanuary 13-17 2025 | Orlando World Center Marriott
URL:https://foundationsource.com/event/heckerling-institute-on-estate-planning-59th-annual/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250113T080000
DTEND;TZID=America/New_York:20250115T170000
DTSTAMP:20250825T083217
CREATED:20250218T213456Z
LAST-MODIFIED:20250218T213532Z
UID:10000095-1736755200-1736960400@foundationsource.com
SUMMARY:ICR Conference 2025
DESCRIPTION:Each year\, we bring together hundreds of public and private company management teams\, institutional investors\, sell-side research analysts\, investment bankers\, private equity professionals and select media to better understand consumer trends and public company prospects as the year begins. \nJanuary 12 – 14\, 2025
URL:https://foundationsource.com/event/icr-conference-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T103000
DTEND;TZID=America/New_York:20241120T160000
DTSTAMP:20250825T083217
CREATED:20240923T185202Z
LAST-MODIFIED:20240923T185236Z
UID:10000092-1732012200-1732118400@foundationsource.com
SUMMARY:FOTechHub - Family Office Tech & Ops - 2nd Annual Conference
DESCRIPTION:Join the leading virtual technology and operations conference for family offices \nFOTechHub (formerly MyFOTech) is your trusted platform for events\, news\, and unbiased insight on family office technology and operations\, bringing family offices together to learn and connect.  \nWith our specialized focus and inclusive network\, we offer a broad market view\, connecting you to top experts and cutting-edge firms. \nOur transparent\, conflict-free model ensures impartial information\, separating education from sales and marketing. \nREGISTER NOW
URL:https://foundationsource.com/event/fotechhub-family-office-tech-ops-2nd-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241114T080000
DTEND;TZID=America/New_York:20241116T170000
DTSTAMP:20250825T083217
CREATED:20240423T153106Z
LAST-MODIFIED:20240923T181514Z
UID:10000080-1731571200-1731776400@foundationsource.com
SUMMARY:Exponent Philanthropy - 2024 Annual Conference
DESCRIPTION:Held in Austin\, Texas on November 14-16\, 2024\, this event is designed for and by lean funders—those who give with few or no staff. Here\, you can let your guard down and talk about the problems affecting the causes and communities you care about most with those who can relate. \nAt the conference\, you’ll find sessions that share the how-tos of catalytic and equity-centered practices as well as the fundamentals of foundation management that make work like this possible! \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/exponent-philanthropy-2024-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T080000
DTEND;TZID=America/New_York:20241115T170000
DTSTAMP:20250825T083217
CREATED:20240923T184634Z
LAST-MODIFIED:20240923T184834Z
UID:10000091-1731484800-1731690000@foundationsource.com
SUMMARY:Philanthropy SOUTHEAST - 2024 Conference
DESCRIPTION:Being held in Nashville\, TN.  \nIn recent years\, Southern philanthropy has become increasingly adept at recognizing the systemic issues that prevent people from fully participating and prospering. Still\, many challenges remain: Disparities in health\, education and other measures of well-being persist. Marginalized populations still face discrimination. Polarization continues to threaten our democracy and even our planet’s future. \nBut philanthropy simply cannot afford to be discouraged – too much is at stake to slow down or take a step back. We must keep moving forward\, and we must do it together. \nREGISTER NOW
URL:https://foundationsource.com/event/philanthropy-southeast-2024-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241024T090000
DTEND;TZID=America/New_York:20241024T193000
DTSTAMP:20250825T083217
CREATED:20240923T184157Z
LAST-MODIFIED:20240923T184157Z
UID:10000090-1729760400-1729798200@foundationsource.com
SUMMARY:TAGlocal: San Francisco
DESCRIPTION:ClimateWorks Foundation\nOctober 24\, 2024\n235 Montgomery St\, San Francisco\, CA 94104 \nOpen Reception \nSens Restaurant\n4  The Embarcadero\,  San Francisco\, CA  94111 \nOpen Reception registration is free and open to all Foundation\, Nonprofit\, and Partner/Provider staff regardless of TAG membership status. \n\n\n\nTime\nDescription\n\n\n\n\n9:00 – 9:30\nNetworking & Activity\n\n\n9:30 – 10:00\nWelcome Address\n\n\n10:00 – 10:30\nAI and Philanthropy: Where are We Now\n\n\n10:30 – 12:30\nEmerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)\n\n\n12:30 – 1:45\nLunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)\n\n\n1:45 – 2:00\nBreak\n\n\n2:00 – 4:15\nManaging Change in the Era of AI (Interactive Workshop)\n\n\n4:15 – 4:45\nClosing Remarks\n\n\n5:30 – 7:30\nOpen Reception\n\n\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/taglocal-san-francisco/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T080000
DTEND;TZID=America/New_York:20241018T170000
DTSTAMP:20250825T083217
CREATED:20240923T183601Z
LAST-MODIFIED:20240923T183711Z
UID:10000089-1729065600-1729270800@foundationsource.com
SUMMARY:DAF Giving Summit 2024
DESCRIPTION:Reimagine Philanthropy\nJoin us in Nashville with the community of thought leaders\, changemakers\, and technologies shaping the future of donor advised funds. \nOctober 16-18\, 2024 \nIgnite your passion for philanthropy\, expand your network\, and explore vibrant Nashville\, Tennessee. Join us at the annual conference where ideas meet action and where the charitable giving industry’s brightest minds come together to shape the future. \nREGISTER NOW
URL:https://foundationsource.com/event/daf-giving-summit-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241015T080000
DTEND;TZID=America/New_York:20241018T170000
DTSTAMP:20250825T083217
CREATED:20240423T152716Z
LAST-MODIFIED:20240423T153132Z
UID:10000078-1728979200-1729270800@foundationsource.com
SUMMARY:PSW 76th Annual Conference
DESCRIPTION:Philanthropy Southwest’s 76th Annual Conference\nAs the nation’s oldest philanthropy-serving organization\, PSW looks forward to welcoming leaders in the field of philanthropy at our 76th Annual Conference\, October 15-18 in Santa Fe\, New Mexico.  \nThe 2024 Annual Conference theme is Unity in Action. PSW exists to foster collaboration in the Southwestern philanthropic sector\, and the Annual Conference serves as a platform to showcase the impact of our collective action. \nThis year’s conference will focus on the following six tracks: \nTribal Philanthropy\nFinance\, Government & Law\nGrantmaking Practice Areas\nInnovations in Philanthropy\nRacial Equity\nRural Philanthropy \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/psw-76th-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241014T080000
DTEND;TZID=America/New_York:20241017T170000
DTSTAMP:20250825T083217
CREATED:20240923T182656Z
LAST-MODIFIED:20240923T182656Z
UID:10000088-1728892800-1729184400@foundationsource.com
SUMMARY:2024 Forbes | SHOOK Top Advisor Summit
DESCRIPTION:#ForbesSHOOKTopAdvisor \nOctober 14-17\, 2024 \nEncore at Wynn\, Las Vegas\n3131 Las Vegas Blvd. S.\, Las Vegas\, NV \nOct. 14: Pre-Party \nOct. 15: Opening Sessions\nSHOOK® Best Idea Competition\, presented by PGIM\nGala Dinner \nOct. 16: Sessions\nCocktails\nDine-Arounds with Firms & Partners \nOct. 17: Sessions Conclude at 11am \n\nTop Advisors & RIAs\nSample Sessions: \n\nCE Credits Available\n“The Group of 8” R.J. Shook\nBuilding the Team of the Future\nMarket Outlook: Investing with Caution and Courage\nTeam Structures and Compensation\nSHOOK Ones – Best Ideas from America’s Top Advisors\nInvesting Ideas from Industry Experts\nThe Future of Our Practices\nOpportunities in Alternative Markets\nand much more…\n\nREGISTER NOW
URL:https://foundationsource.com/event/2024-forbes-shook-top-advisor-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241010T090000
DTEND;TZID=America/New_York:20241010T193000
DTSTAMP:20250825T083217
CREATED:20240923T181930Z
LAST-MODIFIED:20240925T100656Z
UID:10000087-1728550800-1728588600@foundationsource.com
SUMMARY:TAGlocal: Washington DC
DESCRIPTION:National Press Club\nOctober 10\, 2024\n529 14th Street Northwest\, Washington\, DC 20045 \nOpen Reception \nMuseum of Illusions Washington DC\n927 H St NW\, Washington\, DC 20001 \nOpen Reception registration is free and open to all Foundation\, Nonprofit\, and Partner/Provider staff regardless of TAG membership status. \nAgenda-at-a-Glance\n  \n\n\n\nTime\nDescription\n\n\n\n\n9:00 – 9:30\nNetworking & Activity\n\n\n9:30 – 10:00\nWelcome Address\n\n\n10:00 – 10:30\nAI and Philanthropy: Where are We Now\n\n\n10:30 – 12:30\nEmerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)\n\n\n12:30 – 1:45\nLunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)\n\n\n1:45 – 2:00\nBreak\n\n\n2:00 – 4:15\nManaging Change in the Era of AI (Interactive Workshop)\n\n\n4:15 – 4:45\nClosing Remarks\n\n\n5:30 – 7:30\nOpen Reception\n\n\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/taglocal-washington-dc/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240926T090000
DTEND;TZID=America/New_York:20240926T173000
DTSTAMP:20250825T083217
CREATED:20240923T160220Z
LAST-MODIFIED:20240923T160220Z
UID:10000086-1727341200-1727371800@foundationsource.com
SUMMARY:TAGlocal: New York City
DESCRIPTION:Carnegie Corporation\nSeptember 26\, 2024\n437 Madison Ave #31\, New York\, NY 10022 \nOpen Reception \nValerie\n45 W 45th St\, New York\, NY 10036 \nOpen Reception registration is free and open to all Foundation\, Nonprofit\, and Partner/Provider staff regardless of TAG membership status. \n\n\n\nTime\nDescription\n\n\n\n\n9:00 – 9:30\nNetworking & Activity\n\n\n9:30 – 10:00\nWelcome Address\n\n\n10:00 – 10:30\nAI and Philanthropy: Where are We Now\n\n\n10:30 – 12:30\nEmerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)\n\n\n12:30 – 1:45\nLunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)\n\n\n1:45 – 2:00\nBreak\n\n\n2:00 – 4:15\nManaging Change in the Era of AI (Interactive Workshop)\n\n\n4:15 – 4:45\nClosing Remarks\n\n\n5:30 – 7:30\nOpen Reception\n\n\n\n  \n \nREGISTER NOW
URL:https://foundationsource.com/event/taglocal-new-york-city/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T103000
DTEND;TZID=America/New_York:20240924T163000
DTSTAMP:20250825T083217
CREATED:20240923T154831Z
LAST-MODIFIED:20240923T154911Z
UID:10000085-1727173800-1727195400@foundationsource.com
SUMMARY:Lido Consulting - Ladies Tea & Legacy Awards
DESCRIPTION:Luxe Sunset Boulevard Hotel\n11461 Sunset Blvd\nLos Angeles\, CA 90049 \nJoin us for panel discussions led by influential women in business\, Legacy Awards ceremony honoring female trailblazers\, a delightful selection of tea and delectable treats\, unique networking and shopping opportunities. \n \n  \nREGISTER NOW
URL:https://foundationsource.com/event/lido-consulting-ladies-tea-legacy-awards/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T080000
DTEND;TZID=America/New_York:20240920T170000
DTSTAMP:20250825T083217
CREATED:20240422T203431Z
LAST-MODIFIED:20240422T203431Z
UID:10000077-1726646400-1726851600@foundationsource.com
SUMMARY:The 2024 National Forum on Family Philanthropy
DESCRIPTION:Loews Atlanta \nBold Choices Lead to Bold Change\nTo effectively address the world’s complex and urgent challenges\, it’s vital that philanthropic leaders embrace action-oriented decisions. Join the 2024 National Forum on Family Philanthropy to learn more about the best ways to make bold choices and implement them to generate significant and lasting change. \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/the-2024-national-forum-on-family-philanthropy/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240915T080000
DTEND;TZID=America/New_York:20240918T170000
DTSTAMP:20250825T083217
CREATED:20240923T153345Z
LAST-MODIFIED:20240923T153345Z
UID:10000084-1726387200-1726678800@foundationsource.com
SUMMARY:FutureProof - 2024
DESCRIPTION:Building the Modern Wealth Management Industry\nJoin thousands of financial advisors\, wealth management executives\, LPs\, asset managers\, fintechs\, emerging startups\, and the media for a transformative four-day festival.
URL:https://foundationsource.com/event/futureproof-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240911T090000
DTEND;TZID=America/New_York:20240911T170000
DTSTAMP:20250825T083217
CREATED:20240923T151852Z
LAST-MODIFIED:20240923T151852Z
UID:10000083-1726045200-1726074000@foundationsource.com
SUMMARY:TAGlocal: Chicago
DESCRIPTION:Impact House\nSeptember 11\, 2024\n200 W Madison St\, Chicago\, IL 60606\n9:00 AM – 5:00 PM \nMuseum of Illusions Chicago\n25 E Washington St\, Chicago\, IL 60602\n5:30 PM – 7:30 PM
URL:https://foundationsource.com/event/taglocal-chicago/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240722T080000
DTEND;TZID=America/New_York:20240724T170000
DTSTAMP:20250825T083217
CREATED:20240422T203013Z
LAST-MODIFIED:20240422T203043Z
UID:10000076-1721635200-1721840400@foundationsource.com
SUMMARY:Family Office & Private Wealth Management Forum 2024
DESCRIPTION:Newport Harbor Island Resort (formerly Gurney’s Newport)\, Newport\, RI \nAs Opal Group’s flagship event\, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions\, Newport\, RI attracts thousands of delegates each year. The voyage begins with our Morning Harbor Excursion\, where you’ll have the opportunity to connect with fellow delegates\, exchange ideas\, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days\, family offices\, private investors\, and investment managers navigate their way through the choppy waters of the past recession\, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing\, impact investing\, non-correlated assets\, and many more. Come join us this July– the forecast calls for fun\, networking\, and favorable prospects for preserving your family’s wealth. \nCONFERENCE FORMAT \nThis conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes\, but cannot pitch products. \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/family-office-private-wealth-management-forum-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240612T100000
DTEND;TZID=America/New_York:20240613T163000
DTSTAMP:20250825T083217
CREATED:20240322T145235Z
LAST-MODIFIED:20240322T145235Z
UID:10000070-1718186400-1718296200@foundationsource.com
SUMMARY:ALIGN: Connecting the Family and the Family Business
DESCRIPTION:JUNE 12-13\, 2024 – CHICAGO\, IL \nFamily Business Magazine is proud to present ALIGN — its first annual conference for family offices and the families they represent. \nALIGN brings together family offices and family members to facilitate collaboration\, navigate family dynamics and promote unity and cohesion.  \nALIGN’s agenda offers strategies and a fresh perspective to ensure alignment with the family on important topics such as wealth management\, governance\, succession planning and the family legacy.  \nREGISTER NOW
URL:https://foundationsource.com/event/align-connecting-the-family-and-the-family-business/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240604T080000
DTEND;TZID=America/New_York:20240606T170000
DTSTAMP:20250825T083217
CREATED:20240422T202619Z
LAST-MODIFIED:20240422T202619Z
UID:10000075-1717488000-1717693200@foundationsource.com
SUMMARY:Pershing INSITE-2024
DESCRIPTION:JUNE 4-6\, 2024  |  GAYLORD OPRYLAND RESORT AND CONVENTION CENTER | NASHVILLE\, TENNESSEE \nJOIN US IN NASHVILLE!\nMake meaningful connections with thousands of visionaries\, decision-makers\, influencers and the industry’s next generation. As an attendee\, you’ll have countless opportunities to expand your knowledge — and your network.  \nYou’ll leave Nashville ready to take your business to the next level. \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/pershing-insite-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240520T080000
DTEND;TZID=America/New_York:20240521T170000
DTSTAMP:20250825T083217
CREATED:20240422T202054Z
LAST-MODIFIED:20240422T202054Z
UID:10000074-1716192000-1716310800@foundationsource.com
SUMMARY:Western Philanthropy Conference
DESCRIPTION:The 2024 Western Philanthropy Conference\, hosted by Clark Nuber\, offers a unique opportunity for individuals to dive deep into the world of charitable giving. Experience a fresh perspective tailored for community professionals with a diverse range of stakeholders. A few highlights of this event include: \n\nCurrent Trends and Insights: Hear insights into the rapidly evolving philanthropy landscape\, examining the latest trends\, challenges\, and opportunities. Focus topics include: the role of donor-advised funds\, impact investing\, generational planning in philanthropy\, and influencing public policy in an election year.\nDiverse Perspectives: Participate in a unique platform for varied perspectives from CPAs\, attorneys\, and financial and investment advisors to program officers and executives. Such diversity is rarely seen at other events and is an ideal environment for rich discussions and innovative ideas.\nNetworking Opportunities: Meet top-level professionals and decision-makers in the field of philanthropy. Foster new relationships\, exchange ideas\, and collaborate on solutions to shared challenges.\nKnowledge Building: Gain deep understanding of how charitable and social welfare organizations are pushing boundaries and creating significant change. Beyond compliance topics\, experience a holistic view of the philanthropic sector.\nProfessional Development: Enhance your understanding of complex issues in philanthropy and innovative approaches to problem solving.\n\nSee you at the Hyatt Regency Lake Washington. \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/western-philanthropy-conference/
LOCATION:Hyatt Regency Lake Washington
CATEGORIES:Conferences
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