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Workshop Descriptions

Below is an alphabetical list of currently scheduled and frequently recurring workshops.

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CLE Accredited Live Program (for Attorneys Only): Advising Newly-Forming Nonprofits: Incorporation and Tax Exemption
May 31, 2018 - 9:30 AM to 12:00 PM
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For description of the program and for registration instructions, please click here.

Webinars for Wise Nonprofits: Hitting Your Goals and Limiting Your Risk: Special Events Fundraising
Not Currently Scheduled
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Gala dinners, service days, concerts, conferences, and other special events can raise funds and increase awareness and excitement for your organization's work. Hosting a successful special event - one that meets your participation and financial goals - requires significant time, energy and planning, as well as a careful consideration of relevant legal issues.

This webinar will cover New York State requirements for soliciting donations, gaming activities such as raffles and casino nights, and hiring professional fundraisers. The webinar will also review IRS rules for nonprofits receiving cash or in-kind gifts made in connection with a special event, and when and how to recognize event sponsors without running afoul of IRS rules. It will discuss compensation, contract considerations, and other legal questions when dealing with employees, contractors, or special event volunteers to ensure that your organization limits its liability in the planning and execution of a special event.

Learning Objective: Participants will be able to plan and execute a successful fundraising event based upon an understanding of state and federal fundraising rules for tax exempt organizations.

For nonprofit managers, development professionals, and others involved in nonprofit fundraising.

Webinars for Wise Nonprofits: Terminating Employees: It's an Art and a Science
Not Currently Scheduled
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Ending the employment relationship is almost as traumatic for management as it is for the employee who is being let go. The "art" is managing employee relations to reduce the risk of legal action, while the "science" is minimizing the risk of legal liability if legal action is taken.

Learning Objective: Participants will be able to strengthen procedures for addressing different types of terminations based on best practices so as to better manage these difficult situations.

For senior management, human resources professionals, and supervisory personnel.

Webinars for Wise Nonprofits: The Role of the Nonprofit Board of Directors: Legal Responsibilities and Best Practices
Not Currently Scheduled
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Directors agree to serve on nonprofit Boards because they support the mission and work of an organization. However, service on a nonprofit Board brings with it significant responsibilities. This webinar will address the role of nonprofit Board members and how they can provide proper oversight.

Learning Objective: Participants will be able to identify the responsibilities of Board members based upon the organization's governing documents and proactively support good corporate governance.

For newly elected members of nonprofit Boards.

Becoming a Nonprofit: Incorporation and Tax Exemption
June 6, 2018 - 9:30 AM to 11:30 AM
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Getting a new nonprofit organization off to the right start can mean the difference between success and failure. This workshop will go step-by-step through the process of incorporating in New York State and applying for federal tax-exempt status. Attention will be given to the benefits and obligations of incorporation and tax-exempt status including reporting requirements, the role of board members, and the limitations on lobbying and political activities.

Learning Objective: Participants will be able to evaluate the decision to form a nonprofit corporation and apply for federal tax exemption based upon an understanding of state and federal law.

For those interested in forming a nonprofit organization in New York.

Presenters: Bee-Seon Keum, Staff Attorney; and Ciarra Chavarria, Staff Attorney

Charitable Fundraising: Keeping it Legal
June 18, 2018 - 9:30 AM to 12:30 PM
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Charities seeking to attract and retain donors to support their programs operate within a legal framework that offers a number of challenges and opportunities. Community-based and other nonprofits are under pressure to diversify their funding sources to a wide range of funders, including private foundations, corporations, government, and individual funders. Expanded ways of fundraising, including online communications and special events, have opened up innovative avenues to support fundraising efforts. This in-person workshop will provide an overview of the federal and state laws that apply to nonprofits fundraising in New York, including documentation and disclosure rules imposed by the Internal Revenue Code, state charities registration and reporting, the use of volunteer and paid fundraisers, and steps to avoid deceptive solicitation.

Learning objective: Participants will be able to recognize, and adhere to, fundraising laws and regulations so as to better support their organizations' fundraising activities.

For nonprofit managers, development staff, and others involved in nonprofit fundraising.

Presenters: Elizabeth M. Guggenheimer, Deputy Executive Director and Director of Institutional Advancement; and Bee-Seon Keum, Staff Attorney

Compensating Nonprofit Executives: State Law, IRS Rules, and Best Practices
May 23, 2018 - 9:30 AM to 12:30 PM
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Paying excessive management salaries or paying more than fair market value for goods or services provided by insiders is wasteful and can result in enforcement actions against the organization and the responsible individuals. This workshop will provide legal and practical information for nonprofit organizations that seek to set reasonable compensation for executive directors and other senior managers, enter into legitimate transactions with Board members and other insiders, and comply with the conflict of interest and related reporting requirements on federal Form 990.

Learning Objective: Participants will be able to establish procedures for setting reasonable compensation for executive staff and manage conflict of interest transactions consistent with state and federal law.

For senior managers, human resources professionals, and Board members.

Presenter: Sean Delany, Executive Director

Legal Essentials: A Crash Course for New Executive Directors
Not Currently Scheduled
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Whether you are stepping in to the role of executive director for the first time, or are an experienced executive getting to know a new organization, this workshop will guide you through the crucial framework for managing your organization's assets in a legally compliant manner. We will cover key points for the following legal compliance areas:

Interacting with your Board: Best practices and legally mandated structures for ensuring you can work with your Board to further your organization's mission.

Managing your employees: Highlights of the most common employment-related traps, including keeping up with NYC's ever evolving employment regulations and the proper (and improper use) of independent contractors.

Oversight of financial assets: Regulation of investment policies, the ins and outs of an endowment fund, the role of the audit committee, and policies that can prevent financial malfeasance.

Who Should Attend: This training is geared towards executive directors who have been in their role for two or less years, but will also be helpful for experienced leaders who are stepping in to a new organization.

Structuring Earned Revenue and Business Venture Opportunities for Nonprofits
Not Currently Scheduled
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Nonprofits are under pressure to develop diverse and sustainable funding streams. Increasingly, this means engaging in revenue-generating activities which range from charging for a nonprofit's current services (e.g., on a "sliding scale" to existing clients and/or offering such services at "market rates" to persons not eligible as clients) to "social enterprises" harnessing market forces in support of a charitable mission or other "public benefit".

This workshop will focus on the tax, structuring, compliance, and regulatory issues that arise when nonprofits undertake such "monetization" of current services (including creation of, and relationships with, for-profit subsidiaries/affiliates). It will consider the legal issues in undertaking such activities (including the problems posed by the "commerciality" doctrine) and examine different legal structures through which nonprofit organizations can participate in them.

Learning Objective: Participants will understand earned-revenue issues for 501(c)(3) public charities, and structuring options for earned-revenue activities.

For nonprofit managers, board members, and development professionals of organizations considering a business venture or currently engaged in a fee for service activity.

The Art of Affordable Office Space
Not Currently Scheduled
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After personnel costs, real estate costs are often a nonprofit's largest expense. Transwestern's nonprofit experts will present some effective strategies for nonprofits to keep their occupancy budgets in alignment with their mission including workplace strategy, nonprofit friendly buildings, and advanced deal structuring tactics. Hedy O'Hara will add insight on how to use these strategies when negotiating lease terms.

Learning Objective: Participants will learn techniques for negotiating for real estate in a fast-paced environment. Attendees will get tips on how to structure their leases, including advice on negotiating lease terms that will provide them with the ability to avoid hidden costs, and to monitor and audit cost increases.

For managers of nonprofits in the market for new space or in the process of reimagining, renovating, or restructuring space in their current location. Nonprofits interested in creative ways to think about workplace settings.

Understanding Insurance Basics for Nonprofit Organizations
May 21, 2018 - 9:30 AM to 11:30 AM
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Depending on your mission, location, and services, your nonprofit's insurance program should take different forms — there is no one-size-fits-all solution for nonprofits seeking insurance! This workshop will present legal and practical issues confronting nonprofit groups when they seek insurance coverage and assert claims under their insurance policies. The panelists, whose practices entail representing policyholders on a variety of insurance claims, will discuss how to assess the scope of coverage that is appropriate for your organization. They will review basic differences among the types of insurance policies typically purchased by community-based organizations, such as property, general liability, cyber, and director and officer liability coverage. They also will cover steps that a nonprofit organization may take prior to and after submitting an insurance claim in order to maximize coverage under its policies.

Learning Objective: Participants will be better equipped to identify the types of insurance that should be considered when seeking coverage, understand common shortcomings and exclusions, and be better prepared to assert a claim for coverage.

For managers and directors of not-for-profit organizations.

Speakers: Bert Wells, Partner, Teresa Lewi, Associate, and Russell Squire, Associate, Covington & Burling LLP

Please note that this workshop will be held at the offices of:
Covington & Burling LLP
620 Eighth Avenue (The New York Times Building)
New York, NY

Registration is now closed.