BTxMA Foundation Leaders Roundtable Breakfast

LinkedIn Share Button Twitter Share Button Other Share Button
Start time:
October 21, 2025 8:00 AM PT
Duration:
2 hours
Location:
Baker Tilly San Francisco Office
40th Floor
50 Fremont Street
San Francisco, CA 94105 (Map)
Credits:
1
Contact:
Kinman Tong, Moss Adams, (415) 677-8369
Cost to attend:
Complimentary

The morning will begin with an hour of connecting with fellow foundation leaders, sharing ideas, and exploring collaboration opportunities.

Following the networking session there will be key economic and industry updates relevant to foundations in this dynamic environment.  

This session is eligible for 1 CPE credit.

We look forward to seeing you there!

Register

Speakers

Dominic Cellitti, CFP®, MBA, MSF, Senior Manager, Moss Adams

Dominic has provided financial planning solutions and investment advice to his clients since 2013. Primarily serving closely held businesses, executives, and families, he helps them prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.

Dominic also focuses on the wealth aspects of estate planning, including multigenerational planning, gifting, and charitable giving strategies.

Registration Form

Please make sure Javascript is enabled and your browser is up-to-date.

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

CPE Information

Program Level:
Overview
Credits:
Business Management & Organization: 1
Delivery Method:
Classroom
Learning Objectives:

Identify common challenges and emerging opportunities in the philanthropic sector through peer discussions, and generate specific ideas for collaboration and knowledge-sharing initiatives; summarize key economic and industry updates relevant to the philanthropic and nonprofit sectors; and integrate relevant economic and industry knowledge into foundation planning, governance, and strategic leadership.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Kinman Tong at (415) 677-8369 or send him 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.

Related Topics

WebPage
Foundations
Foundations represent the largest segment of our Not-for-Profit Practice. We provide a broad spectrum of services related to board development and education, taxable expenditures, and more.
WebPage
View More

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.