Advising Nonprofit Organizations 2010

Overview

Recently admitted NY attorneys: This program is accredited for transitional CLE credit

Why You Should Attend

The business of running a nonprofit organization has become increasingly complex, as nonprofits are under heightened scrutiny to account for their management and fiduciary practices. Legislative and administrative changes on the federal and state level have created a series of new issues for certain types of nonprofits. In addition, the economic crisis of the recent past has increased the need for organizations and their boards to be aware of a wide variety of legal principles governing their conduct. Attorneys who advise nonprofits and their boards of directors or are contemplating board service themselves must be aware of both the legal norms governing their conduct and the public perceptions of charitable activities.

What You Will Learn

You will learn about fundamental concepts and new developments in the federal and state laws affecting nonprofits, as well as new challenges and practical solutions for overcoming those challenges.

Who Should Attend

This program is for attorneys interested in learning more about nonprofit law, as well as those who concentrate on such issues as a substantial part of their practice. The program is also valuable for in-house counsel at nonprofit organizations and attorneys who serve on boards of directors.

Special Features

Live Webcast - Simultaneous live webcast of the New York session is available for individual viewing. Webcast participants will receive streaming audio and/or video of the program, view and print the Course Handbook, and have the ability to submit questions electronically.
 
For more information click on the Live Webcast link in the Related Items box.

Special Bonus to all Registrants

All attendees receive a complimentary copy of PLI's comprehensive Course Handbook. This softcover, bound volume was written to augment this program and to stand alone as a permanent reference. PLI's Course Handbooks represent the definitive thinking of the nation's finest legal minds, and are often the standard reference in the field.

Please Note: Webcast attendees will receive a downloadable version of the Handbook one business day prior to the program.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Schedule

Morning Session:  9:00 a.m. - 12:30 p.m.

9:00  Orientation to the Legal Landscape of Nonprofit Organizations

• Differences between federal exemption categories
• Primary state law issues

Pamela A. Mann

9:15  Nonprofit Governance

• Duties of directors and officers
• Federal rules and duties
• Sarbanes-Oxley applications

Janine E. Shissler

10:15  The Attorney General’s Oversight Role

• Birth to death supervision of New York not-for-profit corporations
• Enforcement issues and developments
• Public education initiatives

Jason Lilien

11:15  Break

11:30  International Philanthropy

• Standards and procedures for foreign grant-making by charitable organizations
• Increased disclosure issues for public charities at work abroad
• Non-tax related concerns regarding international philanthropy

David A. Shevlin

12:30  Lunch

Afternoon Session:  1:45 p.m. - 5:00 p.m.

1:45  Mastering the New Form 990

• Tips and traps in completing the redesigned Form 990
• Coping with the expanded governance questions
• Compensation related disclosures
• What’s on the horizon for the 2009 Form 990 filing season?

Julie L. Floch and Sean B. Delany

2:45  Charitable Solicitation

• Registration and reporting requirements
• Fundraising on the Internet
• Commercial co-ventures and cause-related marketing

Seth I. Perlman

3:45  Break

4:00  The Economic Crisis - Legal and Practical Ramifications for Nonprofits

• Coping with restricted gifts and endowments
• The Madoff scandal and investment conduct of nonprofits
• Merger, bankruptcy and dissolution

Pamela A. Mann

Faculty

Chairperson(s)

Pamela A. Mann, Principal, Law Offices of Pamela A. Mann, LLC

Speaker(s)

Sean Delany, Executive Director, Lawyers Alliance for New York
Julie L. Floch, CPA, Director of Not-For-Profit Services, Eisner LLP
Jason R. Lilien, Assistant Attorney General in Charge, Charities Bureau, New York State Dept of Law
Seth I. Perlman, Senior Partner, Perlman & Perlman, LLP
David A. Shevlin, Senior Counsel, Simpson Thacher & Bartlett LLP
Janine E. Shissler, Patterson Belknap Webb & Tyler LLP

Program Attorney(s)

Peter Beattie, Practising Law Institute

CLE Credit

Travel Information

New York City Seminar Location

PLI New York Center, 810 Seventh Avenue at 53rd Street (21st floor), New York, New York 10019. Message Center, program days only: (212) 824-5733.

New York City Hotel Accommodations

The New York Hilton & Towers, 1335 Avenue of the Americas, New York, NY 10019. 1 block from PLI Center. Reservations 1-800-HILTONS or, 1-877-NYC-HILT. Please mention that you are booking a room under the Practising Law Institute Corporate rate and the Client File # is N495741. Reservations on line at www.hilton.com and enter the same Client File # in the Corporate ID # field to access Practising Law Institute rates.

The Warwick New York Hotel, 65 West 54th Street New York, NY 10019. 1 block from PLI Center. Reservations 800-223-4099 or, hotel direct 212-247-2700. Please mention that you are booking a room under the Practising Law Institute Corporate rate. Reservations on line at www.warwickhotelny.com Click reservations in menu bar on left. Select desired dates. In 'Special Rates' drop down window select Corporate Rate. In 'Rate Code' enter PLIN. Click search and select desired room type and rate plan. Or, you may email reservation requests to: res.ny@warwickhotels.com.