Risk Management 101 for Foundations

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Start time:
June 25, 2025 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Danielle Johns, Baker Tilly, (303) 294-7772
Cost to attend:
Complimentary

As foundations navigate an increasingly complex landscape, effective risk management is essential for safeguarding assets, promoting compliance, and fulfilling philanthropic missions.

Join us for our webcast, Risk Management 101 for Foundations. Participants will learn recommended practices for identifying, assessing, and mitigating risks while fostering accountability and transparency. This webcast aims to support foundations to proactively manage risks and enhance organizational resilience.

Register

Speakers

Annie Rose Favreau, Director, Baker Tilly

Annie Rose helps mission-driven organizations increase their impact. With a focus on organizational development, Annie Rose’s areas of expertise include strategic planning, governance consulting, organizational assessments, succession planning, and leadership facilitation.

Annie Rose has provided strategy, governance, and organizational consulting services to an array of public and social sectors clients, including local, state, and Tribal governments; not-for-profits and foundations; and higher education clients.

Maria Stroth, CGAP, CIA, Senior Manager, Baker Tilly

Maria helps mission-driven and community-serving organizations be more effective, efficient, and equitable. Her areas of expertise include enterprise risk management, performance and internal audit, organizational and operational assessments, and process improvement. Maria serves organizations in the public and social sectors, including local, state, and Tribal governments; not-for-profits and foundations; and higher education institutions.

Registration Form

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Registration information for this event may be shared with the event's co-hosts, speakers, and sponsors.

CPE Information

Program Level:
Overview
Credits:
Management Advisory Services: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to describe the fundamental principles of risk management and how they apply to the context of foundations and their unique missions.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send her an email.

Baker Tilly Advisory Group, LP fka Moss Adams LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Applicable Industries

Foundations

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.