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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

From the program: Serving on a Nonprofit Board: Practical and Ethical Considerations for Attorneys

Released on: Aug. 4, 2017

Joining a nonprofit board can be one of the most personally and professionally rewarding experiences of an attorney’s career. Whether you’re an experienced attorney or just beginning to practice, serving on a nonprofit board can bring opportunities to deepen your skills, make valuable connections, and help a cause that is personally meaningful to you.   Serving on a Nonprofit Board: Practical and Ethical Considerations for ...

Recorded on: Aug. 3, 2017

JENNIFER CHANDLER: Before we get started on our exciting ethical segment, I just wanted to share, for those attorneys who are in the New York City region, New York state, and those on the webcast and in the room, and who are interested in sitting on a nonprofit board but may not know where to begin, there is an interesting website. It's www.boardnetUSA.org, I think-- boardnetUSA. Just search boardnetUSA. And don't be thrown off. The website looks ...

Recorded on: Aug. 3, 2017

NANCY EBERHARDT: So this is the question-- COURTNEY DARTS: Yeah. That isn't working. NANCY EBERHARDT: So this is a question for those of you in the room, since we understand that this may not be working for all of you in the web online audience. But we're trying to get an idea of whether you are currently serving or have previously served on a nonprofit board. How many of you are currently serving or have previously served? JENNIFER CHANDLER: So ...

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 ...

Recorded on: Mar. 22, 2018

Taken from the One-Hour Briefing Recorded March 2018 in New York Not-for-Profit Organizations: Expanded Exposure to Fraud [01:05:15] Improprieties at a Not-for-Profit organization can cripple an organization in many ways including a loss of Federal and State funding, a dramatic drop in donor contributions, and a redirection of time and energy on the crisis and not on the organization’s mission-driven focus.  Board members and senior management ...