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Workshop Descriptions

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

Click here to receive workshop announcements by email.

 
 
Webinars for Wise Nonprofits: Leasing Space: Negotiating Lease Agreements and Lease Modifications
October 10, 2018 - 12:00 PM to 1:00 PM
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Securing office or program space is a challenge in today's market. Negotiating terms that benefit your organization is critical. This webinar will address the ins and outs of negotiating and understanding commercial leases.

Learning Objectives: Participants will learn which are the key lease provisions and ways to negotiate those terms.

For Board members and nonprofit managers.

Presenter: Hedwig O'Hara, Senior Staff Attorney

 
Webinars for Wise Nonprofits: Good Governance: Developing a Conflicts of Interest Policy
October 18, 2018 - 12:00 PM to 1:00 PM
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A functional and up-to-date conflict of interest policy helps to protect your organization from unnecessary risk resulting from conflicts or the appearance of conflicts. Plus, the IRS Form 990 asks whether the filing organization has a written conflict of interest policy. Join us as we discuss what should be included in your organization's conflict of interest policy, how to apply your conflict of interest policy to real-life situations, and what to do if you realize correct conflict of interest procedures have not been used.

Learning Objectives: Participants will be able to identify potential conflict of interest situations and understand what procedures to follow when a conflict arises.

For nonprofit managers and board members.

Presenters: Laura Abel, Senior Policy Counsel; and Ciarra Chavarria, Staff Attorney

 
Webinars for Wise Nonprofits: Becoming a Nonprofit: Incorporation and Tax Exemption
December 6, 2018 - 12:00 PM to 1:00 PM
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Getting a new nonprofit organization off to the right start can mean the difference between success and failure. This webinar 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 Objectives: 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.

Presenter: Bee-Seon Keum, Staff Attorney

 
Webinars for Wise Nonprofits: Creating Scholarship Programs: Legally Structuring a Lasting Educational Impact
November 27, 2018 - 12:00 PM to 1:00 PM
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Scholarships are an excellent way for nonprofits to support educational achievement in connection with their charitable purposes. Some nonprofits are established with the intention of managing a scholarship program, while other nonprofits develop a scholarship program after operating for several years as a natural extension of other program offerings. This webinar, designed for newly forming and existing public charities, will provide an overview of IRS rules and best practices to establish and administer a scholarship program, including the selection criteria for recipients, selecting a scholarship review committee, distributing funds, monitoring the use of funds, and a discussion of tax implications for both the recipient and the public charity.

This webinar is designed specifically for public charities (not private foundations) and will not address applicable rules for donor advised funds.

Learning Objectives: Participants will understand how to structure and administer a scholarship program.

For nonprofit managers and Board members of public charities considering the creation of a scholarship program.

Presenter: Ciarra Chavarria, Staff Attorney

 
Webinars for Wise Nonprofits: Terminating Employees: It's an Art and a Science
October 23, 2018 - 12:00 PM to 1:00 PM
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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 Objectives: 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.

Presenter: Judith Moldover, Senior Staff Attorney and Vicky Minor, Director of Human Resources, Forestdale, Inc.

 
Becoming a Nonprofit: Incorporation and Tax Exemption
September 26, 2018 - 9:30 AM to 12:30 PM
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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 Objectives: 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.

Presenter: Noah Sapse, Staff Attorney

 
Charitable Fundraising: Keeping it Legal
Not Currently Scheduled
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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 objectives: 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.

 
Compensating Nonprofit Executives: State Law, IRS Rules, and Best Practices
Not Currently Scheduled
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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 Objectives: 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.

 
Conquering Contracts: Negotiating, Administrating, and Terminating within the Law
October 29, 2018 - 2:30 PM to 4:30 PM
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Nonprofits sign contracts every day including consultant agreements, collaboration agreements, subcontract arrangements, and vendor contracts. This workshop will cover key terms, risk management strategies, and common mistakes when negotiating common contracts.

Learning Objectives: Participants will be better prepared to identify legal risk in a contract, will understand what an organization is committing to when negotiating and signing certain contracts, and when it is prudent to seek legal advice prior to signing a contract.

For executive directors, operations and fiscal officers, and Board members.

Presenter: Elizabeth Perez, Legal Director

Note: This is an afternoon session.

 
Earning Income for Your Nonprofit: About UBIT (Unrelated Business Income Tax) and Why It Matters
December 4, 2018 - 9:30 AM to 12:30 PM
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Is the income your organization earns taxable? Make sure you stay in compliance. Learn the fundamentals of "unrelated business income" tax (UBIT): What is "substantially related"? Are there exceptions? What are the limits? Does the "commerciality doctrine" apply? And more!

Learning Objectives: Participants will be able to evaluate when revenue generating activity may lead to taxable income based upon tax rules and determine the possible impact on the organization.

For management staff.

Presenter: Neil Stevenson, Senior Staff Attorney

 
IRS Form 990 and Other Reporting Obligations
November 29, 2018 - 9:30 AM to 12:30 PM
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The regulation of nonprofit groups by federal, state, and local authorities is constantly evolving, and nonprofit managers need to stay abreast of those changes. This workshop addresses the federal and state reporting and registration requirements for nonprofit corporations as well as the circumstances under which a nonprofit, tax -exempt corporation is responsible for paying tax. Topics to be discussed include: filing and dissemination of Form 990 - including the proposed revisions to this crucial Form; payment of, and liability for, withholding taxes; unrelated business income tax; and real property tax exemption.
NOTE: this is NOT a tax/accounting workshop.

Learning Objectives: Participants will become familiar with the uses for, and requirements of, IRS Form 990 and other common reporting obligations.

For nonprofit managers, financial professionals, and Board members.

Presenters: Neil Stevenson, Senior Staff Attorney, and William Skody of Skody Scot & Company, CPAs, P.C.

 
Launching a Social Enterprise: Legal Issues Associated with Initial Stage Social Enterprise
November 8, 2018 - 9:30 AM to 12:30 PM
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"Social enterprises" — organizations where revenue-generating activities are themselves the means to achieving a defined "social benefit" — are rapidly changing the worlds of business and philanthropy. While they share many traits with both nonprofit and for-profit forms, the social enterprise operates under a set of considerations particular to it. This presentation will cover available options of forming, funding, and protecting the "mission" of a social enterprise.

Learning Objective: Participants will gain an understanding of the considerations and choices in initially forming, funding, and running a social enterprise.

For mission-based entrepreneurs (and those that support them) from both the nonprofit and for-profit worlds.

Presenters: Vijaya Palaniswamy, Partner, and Henry Makeham, Associate, Linklaters LLP; Neil Stevenson, Senior Staff Attorney, and Noah Sapse, Staff Attorney, Lawyers Alliance for New York

 
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.

Making Your Voice Heard: Lobbying Within Limits
December 11, 2018 - 9:30 AM to 12:30 PM
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Staff at many nonprofits engage in advocacy to protect their communities. They may seek government funds, urge legislative action regarding societal issues, or request government agencies to change their rules. They may also help community members communicate with government. Government regulators define some, but not all, of this activity as lobbying. This workshop will focus on the rules that govern lobbying by nonprofits. It will identify the federal limits on the amount of lobbying nonprofits can undertake, and the federal, state, and local laws requiring the disclosure of lobbying activity. It addresses advocacy concerning legislative, budgeting, and agency rule-making processes. The workshop also explains the lobbying laws that apply to procurement of contract funding from New York City and New York State -- essential information for any nonprofit that relies on government funding to do its work.

Learning Objectives: Participants will be able to evaluate how much lobbying their organization can do, whether their organization must register as a lobbyist, and how to report lobbying activity, based on an understanding of federal tax law and federal, state, and local lobbying disclosure laws.

For nonprofit managers, organizers, and others involved in the day-to-day operation of not-for-profit tax-exempt organizations.

Presenter: Laura Abel, Senior Policy Counsel

 
Negotiating Information Technology (IT) Contracts
September 24, 2018 - 9:30 AM to 10:30 AM
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It is increasingly important for nonprofits to be able to negotiate technology-driven contracts. At this seminar, the speakers will discuss some of the more frequently debated terms and provisions in these agreements, including ownership, data security, privacy, indemnity, and limitation of liability. They will also provide an introduction to intellectual property and highlight emerging trends in the technology space, such as open source, cloud computing, artificial intelligence, automation, GDPR and other data protection regulations and blockchain.

Presenters: Jon Damon, Associate General Counsel, Intellectual Property, Global Technology and State Insurance Regulation Unit, MetLife; and Jim Coplit, Assistant General Counsel in the Intellectual Property and Global Technology Unit, MetLife

Location: MetLife, 200 Park Avenue, Room 4N.116, New York, NY - please note location; please bring photo ID for building security

Cost: This seminar is free. However, advance registration is required and space is very limited.

Registration is now closed.

 
Strategic Legal Thinking Seminar: Insurance Basics for Nonprofits: What All Nonprofits Should Know
October 17, 2018 - 12:30 PM to 3:30 PM
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Lawyers Alliance is pleased to offer this seminar in conjunction with Pfizer Inc, Exponentum™, Covington & Burling LLP, Hub International, and DLA Piper LLP (US).

Nonprofit organizations need protection from risks and accidents, both expected and unexpected. It's important to be able to focus on your mission, knowing that you have the right insurance policies in place. This seminar will present legal and practical issues confronting nonprofit groups when they seek insurance coverage and assert claims under their insurance policies. The panelists' practices include advising and representing nonprofits and other policyholders on a variety of insurance claims. They will discuss how to assess what risks insurance will cover, and will review basic differences between various types of insurance policies. They will also cover common pitfalls in choosing insurance policies.

Speakers will include Scott Konrad of Hub International, and Teresa Lewi and Russell Squire of Covington & Burling LLP.

Program Agenda
12:30 p.m.  Registration and Networking
12:45 p.m.  Opening Remarks
12:50 p.m.  Start of Program Presentation
3:15 p.m.     Q&A
3:30 p.m.     Adjournment

Location: Pfizer Inc - Enter Lobby at 235 East 42nd Street, New York, NY

Cost: This seminar is free as part of the Pfizer Strategic Legal Thinking Seminars for Nonprofit Executives. However, advance registration is required and space is very limited.

To register for a New York City spot, please send an e-mail no later than noon on Tuesday, October 9 to nfpseminar@lawyersalliance.org with your name, organization, and full contact information and put "Oct 17: Insurance Basics for Nonprofits" in the subject line.

 
Understanding Contracts: A Nonprofit Hands-On Clinic with Pro Bono Attorneys
September 27, 2018 - 4:30 PM to 7:30 PM
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Do you ever wish you had a lawyer to review a contract for you, explain what the trickier provisions mean, and advise you on how to edit the language to work in favor of your organization? This free clinic offers an educational overview about contract basics, and pointers on what your organization is committing to when it signs certain contracts and when it is prudent to seek legal advice before doing so. You'll then get to meet one-on-one with an attorney who has reviewed your contract of choice, and who will discuss issues or questions about the contract that you have flagged as possibly needing additional explanation or review. The attorney may suggest edits to your document, which you can keep after the clinic. Organizations can sign up based on an existing contract (such as a vendor agreement, template used with program partners or participants, management services agreement, memorandum of understanding), or a contract that you would like drafted as a new document.

Presenter: Ciarra Chavarria, Staff Attorney, Lawyers Alliance

Note: This is an afternoon session.

Location: Goldman Sachs, 200 West Street, New York, NY 10282 (Please bring photo ID for building security.)

Registration: https://docs.google.com/forms/d/e/1FAIpQLSc6jHSQKLeYAqpk4wi7YgCBBazt8GQJyQos4otJfoy-X8Znlg/viewform?c=0&w=1&usp=mail_form_link