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*Partner Programming* Exponent Philanthropy presents 990-PF Tax Seminar

March 9 @ 1:00 pm - 3:00 pm


990-PF Tax Seminar

Multi-day Virtual Seminar
March 9, 16 & 23, 2021 | 1:00 p.m. – 3:00 p.m. CT | $425 for Exponent Philanthropy members / $650 for non-members

  • Exponent Philanthropy is offering ICoF members a $100 discount on the program using the promo code: REGIONAL100.

Do you prepare, review, or sign a private foundation’s Form 990-PF?

Through a guided breakdown of the Form 990-PF, previous participants of this seminar were able to identify common mistakes on their forms, ensure their information was secure, and keep their trustees out of trouble.

Join us in March to gain a thorough understanding of the tax form, the 5% payout requirement, and expenditure responsibility while top accountants walk you through the Form 990-PF line by line.



Christopher Petermann
O’Connor Davies, LLP

Christopher Petermann is a partner at O’Connor Davies, LLP, and serves as co-partner-in-charge for the Private Foundation Practice. He has over 30 years of specialized experience in accounting for exempt organizations and private foundations, as well as closely-held businesses and financial services entities. He is a regular speaker on accounting, tax and governance matters, and has authored numerous articles for industry publications.


Michael Fontanello, CPA
Fontanello, Duffield & Otake, LLP

Michael Fontanello, CPA, has been involved with nonprofit organizations throughout his career. Before founding Fontanello, Duffield & Otake, LLP, he was a partner in charge of the nonprofit sector practice at a San Francisco CPA firm. An adjunct lecturer at the University of California, Berkeley, he also participated on a panel for Independent Sector which proposed the new Form 990-PF at the request of the Senate Finance Committee. Michael is a member of the California Bar Association as a non-attorney specializing in the nonprofit sector.


For more information and to register, visit the Exponent Philanthropy website.


March 9
1:00 pm - 3:00 pm