API Nosh & Knowledge
Please join us for this exciting program to learn more about
Valuing Investment Vehicles for Charitable Donations:
A Forensic Accounting Perspective
Presented by Sheri Fiske Schultz, Partner and CPA/ABV/CFF, and Katie Gilden, Partner and Chief Operating Officer at Fiske Advisory
Wednesday, May 14, 2025
12:00 - 1:30 p.m.
Schlesinger Law Offices, P.A.
1212 SE 3rd Avenue, Fort Lauderdale
Couvert
$36
Advisors Philanthropy Initiative (API) is a coalition of esteemed professionals, including money managers, insurance experts, stockbrokers, trust officers, CPAs, and attorneys. Our mission is to foster philanthropic dialogue and encourage charitable contributions from clients of professional advisors to the Jewish Community Foundation of the Jewish Federation of Broward County and its beneficiary agencies. We aim to establish collaborative partnerships within the professional community to inspire and mobilize potential donors.
Featuring
Sheri Fiske Schultz
CPA/ABV/CFF
Managing Partner
Fiske Advisory
Sheri Fiske Schultz is the Managing Partner of Fiske, a South Florida accounting firm consistently ranked as one of the top litigation support and valuation firms in the region. In addition to being a licensed CPA, Sheri holds the designation of Accredited in Business Valuation and is Certified in Financial Forensics by the American Institute of Certified Public Accountants.
Katie Gilden
CPA/ABV/CFF, CFE, CVA
Partner
Fiske Advisory
Katie Gilden, Partner and Chief Operating Officer, has been with Fiske since 2009 and oversees daily operations and is responsible for overall staff management. She leads the firm’s Business Valuation practice – performing business valuations for estate/gift tax, buy/sell, and shareholder disputes.
Thank You to Our Event Host and Sponsor
Federation Leadership
Doug Berman I Board Chair
Audra P. Berg I President & CEO
Seth Wise I Annual Campaign Chair
Gary Opper I Foundation Chair
Phil Herzberg I API Chair
Keith Goldmann I Chief Philanthropy Officer
Judy Levenson I Director of Development
Event Details
Kosher dietary laws observed
Free parking available
For more information, please contact Judy Levenson at JLevenson@JewishBroward.org
If you are interested in becoming an event sponsor, please contact Judy Levenson at JLevenson@JewishBroward.org