Addressing Risk and Decision-Making in a Shifting Environment

Private foundations today face mounting pressure to balance fiduciary responsibilities, compliance demands, and investment oversight while staying true to their mission. This roundtable brings together executive, financial, investment, and legal perspectives to explore governance challenges and emerging best practices. Attendees will walk away with timely, practical insights they can apply to strengthen governance and decision-making in an increasingly complex environment.

What you’ll take away:

  • Mission-Driven Governance: Optimize operations by aligning fiduciary duties with core mission goals to ensure compliance never compromises your foundation’s purpose.
  • Navigate Market Volatility: Evaluate proactive investment oversight strategies to help boards adapt to shifting economic trends and regulatory updates.
  • Mitigate Legal & Regulatory Risk: Define the critical role of legal counsel in managing evolving reporting requirements and institutional liability.
  • Drive Informed Decision-Making: Apply real-world governance lessons and “field-tested” best practices to build long-term organizational resilience.

This webinar is ideal for foundation executives, board members, finance leaders, and advisors engaged in nonprofit governance and investment oversight.

Register Here

Meet the Panel

  • Johnson Lambert Nonprofit Audit Partner Paul Preziotti, CPA

    Paul Preziotti

    Partner

  • John H. Cook IV

    Executive Director, The Claude Moore Charitable Foundation

  • Allen Injijian

    Partner, Wealth Strategy, Corient

  • Michelle Groman, JD

    President & CEO, The Greenwall Foundation