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Advising Nonprofit Organizations 2017

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From the program: Advising Nonprofit Organizations 2017

Released on: May. 24, 2017

Nonprofits are under heightened scrutiny to account for their management and fiduciary practices, and managing a nonprofit has become increasingly complex.  This program is designed to examine federal and state laws and regulations affecting nonprofits, as well as new challenges and practical solutions for overcoming those challenges. You will learn: Best practices for good governance How to handle ethical issues that can arise ...

Nonprofit Governance

Transcripts  Transcripts    

Recorded on: May. 18, 2017

PAMELA MANN: I am going to talk to you first about nonprofit governance, the duties of directors and officers, and related topics. And I think one of the interesting parts about starting with this topic is that it probably is the topic that I, anyway, get the most questions about in my work advising nonprofits. So it's a good way to kick off the day. We will later in the day hear about crisis. We will hear about ethics. We'll hear about IP issues ...

Ethical Issues for Lawyers on Nonprofit Boards

Transcripts  Transcripts    

Recorded on: May. 18, 2017

PAMELA A. MANN: Next up, we have what you've all been waiting for-- ethics. And here to present ethics to you is my colleague and friend, Liz Guggenheimer. Liz is the Deputy Executive Director and Director of Institutional Advancement at the Lawyers Alliance for New York. She has significant legal expertise in the area of nonprofit governance and risk management, fundraising law and regulation, and legal ethics. With regard to the topic she's going ...

Intellectual Property Issues for Tax Exempt Organizations

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Recorded on: May. 18, 2017

PAMELA A MANN: OK. We're going to try to get started. Every minute counts. Our next speaker is Stefanie Roth. She is a partner at Ewenstein and Roth, and is going to speak to us about intellectual property and the modern nonprofit. Stephanie specializes in the laws governing tax exempt organizations, including nonprofit governance, development and fundraising general corporate finance-- and financing transactions, and a host of other issues as well. She ...

Update on New York’s Nonprofit Revitalization Act

Transcripts  Transcripts    

Recorded on: May. 18, 2017

PAMELA A. MANN: So our next speaker, we're going to charge right ahead. Are you going to speak from here? JASON R. LILIEN: I'll speak from here. PAMELA A. MANN: OK. STEFANIE H. ROTH: Hello. JASON R. LILIEN: How's everything? Good, thanks. PAMELA A. MANN: Our next speaker is Jason Lilien. He is the co-chair of Loeb and Loeb's tax exempt organizations practice, and he advises clients throughout the nonprofit sector and matters relating to corporate ...

The Future of State and Federal Enforcement Initiatives in the Nonprofit Sector

Transcripts  Transcripts    

Recorded on: May. 18, 2017

PAMELA A. MANN: Good news about the raffle. So here we have next-- I'm very pleased to announce Michael Cooney is our next speaker. Michael is with the firm of Nixon Peabody where he directs the higher education and exempt organizations teams of that firm. He counsels charitable and other nonprofit organizations providing them with corporate and tax exempt advice in their various endeavors. He was selected by his peers for inclusion in the Best Lawyers ...

Nonprofit Organizations: The In-House Counsel Perspective

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Recorded on: May. 18, 2017

PAMELA MANN: So for our last panel this afternoon, we are going to hear from three, count them, three in-house counsel for nonprofits who are going to talk about the in-house perspective to representing nonprofit organizations. And I'm going to introduce our panel in alphabetical order as they are seated. First of all, I'm very pleased to introduce Terence Dougherty, who is the chief operating officer and general counsel of the ACLU and has been in ...

Crisis Management for Charities

Transcripts  Transcripts    

Recorded on: May. 18, 2017

PAMELA A. MANN: OK, class, it's time to start again. After a little while, we'll be able to have lunch. But first, I'm very pleased to introduce you to our next speaker, David Samuels. David Samuels joined Duval & Stachenfeld as a partner in 2006. He's the chair of the firm's Tax Exempt Organizations Practice Group and a member of the firm's Litigation Department and Employment Practice Group. Mr. Samuels has, since 2007, been named annually as one ...

Nonprofit Organizations 2017: Governance, Form 990 Reporting, and Compensation Issues

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From the program: Nonprofit Organizations 2017: Governance, Reporting, and Compensation Issues

Released on: Dec. 20, 2017

This program will address the unique regulatory issues that impact the nonprofit sector. Expert faculty will discuss best practices, compliance issues and reporting obligations. To stay current with latest developments and to understand the complex rules governing the nonprofit sector, you will learn: Governance and conflicts of interest compliance: regulations, enforcement and standards of accountability; Compensation and excess benefit issues; Financial ...

Advising Nonprofit Organizations 2018 -- Nonprofit Organizations: The In-House Counsel Perspective

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From the program: Advising Nonprofit Organizations 2018

Recorded on: Feb. 28, 2018

Taken from the Web Program Advising Nonprofit Organizations 2018 held February 2018 in New York Nonprofit Organizations: The In-House Counsel Perspective [00:59:39] Rewards and pitfalls Emerging issues In-house counsel as advisor When and how to use outside counsel Terence Dougherty, Alison Lonshein, Debra Alligood White The purchase price of this Web Program segment includes the following articles from the Course Handbook available ...

Ethical Issues for Lawyers on Nonprofit Boards

Transcripts  Transcripts    

Recorded on: Feb. 28, 2018

SPEAKER 1: So I just want to say, I would introduce these people but they want to introduce themselves. ELIZABETH GUGGENHEIMER: I'm just following [? Mark. ?] So good afternoon. And I'm delighted to be here. I'm Liz Guggenheimer from Lawyers Alliance for New York. And it's been my privilege to serve as a lawyer to nonprofits, as a board member to nonprofits, as a staff member servicing a board of nonprofits, and many other hats. Though usually, I ...

Private Foundations: Basic principles and new developments

Transcripts  Transcripts    

Recorded on: Feb. 28, 2018

PAMELA MANN: OK everyone. We're back in session at school here today and I welcome you to a non-PowerPoint, non-cutting edge program about private foundations. First, we're going to have a polling question that is on your little thingy. And please vote on the following question. How many of you deal with legal issues related to private foundations as a regular part of your work? Please indicate if you A, deal with these issues regularly. B, deal ...

Reading the Tea Leaves: IRS Developments for Charities

Transcripts  Transcripts    

Recorded on: Feb. 28, 2018

MARC OWENS: Good afternoon, everyone. And welcome to the post-lunch session here. I'm Marc Owens. I'm a partner in the Washington, DC office of the law firm of Loeb & Loeb. But that's not why I'm up here in front of you speaking today. It really is because, for 25 years, I was a lawyer for the US Internal Revenue Service. The last 10 of those, I was the director of the exempt organizations division of the IRS. And since leaving the IRS, I have been ...


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