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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: Careful Lobbying Compliance: Keeping Track of the Required Reports and Restrictions on Lobbyists' Activities
May 7, 2019 - 12:00 PM to 1:00 PM
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Nonprofits that register as lobbyists in New York State or New York City because they use their own employees to lobby on behalf of the organization are expected to file the same reports, and adhere to the same code of conduct, as professional lobbying firms. They must register with and report to both NY State and NYC even if they only lobby in NYC, and even if their advocacy is aimed solely at city agencies, not the state legislature or City Council. Nonprofit lobbyists that invite elected officials to conferences or fundraising dinners must comply with the ban on gifts to public servants. Those that register with NY State must disclose board members' business relationships with state employees and elected officials. Employees registered with NYC must report on fundraising events they host for City Council candidates on their own time, and must abide by the City's code of ethics for lobbyists.

This webinar will explain NY State and NYC's requirements for nonprofit organizations that register as lobbyists and will provide practical tips for complying with these often confusing rules.

Learning Objectives: Participants will be able to identify the obligations of a nonprofit organization registered as a lobbyist, and develop practical strategies to ensure compliance.

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

Presenter: Laura Abel, Senior Policy Counsel

 
Webinars for Wise Nonprofits: Managing Real Estate Challenges Series: Desk Sharing Arrangements
March 1, 2019 - 12:00 PM to 1:00 PM
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Increasing rent and occupancy costs throughout New York City present constant challenges for nonprofits. A potential cost-saving solution for a tenant or a prospective tenant is to consider entering into a desk sharing arrangement with one or more organizations to share space and resources. Space sharing can provide an opportunity for organizations with synergies to collaborate or it might involve unrelated entities. This webinar will give an overview of the process of how a successful desk sharing arrangement can be established, as well as identify the business and legal issues that should be factored into a decision to enter into a desk sharing arrangement.

Learning Objectives: Participants will learn what terms should be included in a desk sharing agreement and the business and legal considerations that factor in to these arrangements.

This webinar is one in a series related to real estate challenges.

For nonprofit executives and managers interested in learning more about how to create a successful space sharing arrangements.

Presenters:

  • Special Guest: Richard Warshauer, Senior Managing Director, Colliers International NY LLC
  • Hedwig O'Hara, Senior Staff Attorney, and Grace Heusner, Staff Attorney/Fellow, Lawyers Alliance for New York
 
Webinars for Wise Nonprofits: Managing Real Estate Challenges Series: Legal Aspects of Strategic Planning
April 18, 2019 - 1:00 PM to 2:00 PM
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Community-based organizations often have deep ties to the people and neighborhoods they serve. Shifts in those neighborhoods marked by the arrival of new, more affluent residents and businesses can raise significant questions about the future direction of the organization. These questions may include how to confront displacement, whether to expand or alter programs, how to harness new opportunities and resources new neighbors might bring while staying true to core values, how to plan for the reality of increased pressure on an organization's budget due to rising real estate costs or even consideration of a move to a new neighborhood where the needs of residents may be greater. Join us for a webinar addressing key strategic decisions nonprofits may face in light of New York City's real estate challenges.

Learning Objectives: Participants will have a legal and strategic framework for considering the long-term challenges and opportunities presented by a challenging real estate market.

This webinar is one in a series related to real estate challenges.

For nonprofit managers and Board members of community-based nonprofit organizations.

Presenters:

  • Special Guest: Greg Cohen, Associate Director, Cause Effective
  • Elizabeth Perez, Legal Director, Lawyers Alliance for New York
 
Webinars for Wise Nonprofits: Safeguarding Client Information: Understanding the Health Insurance Portability and Accountability Act (HIPAA)
April 15, 2019 - 12:00 PM to 1:00 PM
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Nonprofits addressing social determinants of health often collect or have access to sensitive health information as part of their critical work assisting individual clients. This webinar will focus on the basics of the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and its related regulations and key compliance obligations. It will also cover some common HIPAA-related contractual requirements that many nonprofits in New York are increasingly seeing. Answers to the following questions will be discussed: Is my organization a "covered entity" or a "business associate" under HIPAA? Under what circumstances is my organization permitted to share protected health information with "business associates" or other partners? As a multi-service organization, how do we separate obligations of our "non-covered" programs? What are the consequences of non-compliance with the HIPAA regulations?

Learning Objectives: Participants will gain an understanding of the key requirements imposed by HIPAA and best practices for compliance.

For board members, senior management, and human resources professionals at nonprofits addressing social determinants of health.

Presenters:

  • Roger A. Cohen, Partner, Goodwin Procter LLP
  • Jason S. Madden, Associate, Proskauer Rose LLP
  • Bee-Seon Keum, Staff Attorney, Lawyers Alliance for New York
 
Webinars for Wise Nonprofits: Structuring Earned Revenue and Business Venture Opportunities for Nonprofits
March 14, 2019 - 12:00 PM to 1:00 PM
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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 webinar 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 Objectives: 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.

Presenter: Neil Stevenson, Senior Staff Attorney

 
Webinars for Wise Nonprofits: Understanding New York City's Sexual Harassment Training Requirements
April 3, 2019 - 12:00 PM to 1:00 PM
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New York State now requires all employers to provide annual sexual harassment training to all of their employees, and, effective April 1 of this year, New York City will also require organizations with at least 15 employees to provide annual training. The City's requirements are similar, but not identical, to the State's requirements.

New York City plans to post a model training, which any employer can download for free, on or about the day the law becomes effective. A deputy commissioner from the New York City Commission on Human Rights will explain how your organization can offer legally compliant training, and there will be plenty of time for questions.

Learning Objectives: This webinar will explain which organizations are covered by the NYC law; who, what, when, where, and how your employees must be trained; and what substantive content satisfies both New York City and New York State legal requirements.

Presenters:

  • Dana Sussman, Deputy Commissioner for Policy and Intergovernmental Affairs, New York City Commission on Human Rights
  • Judith Moldover, Senior Staff Attorney
For senior managers and human resources professionals.
 
Becoming a Nonprofit: Incorporation and Tax Exemption
June 19, 2019 - 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.

Presenters: Bee-Seon Keum, Staff Attorney, and Grace Heusner, Staff Attorney/Fellow

 
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.

 
Limiting Your Organization's Losses: Legal Aspects of Risk Management
March 19, 2019 - 9:30 AM to 11:30 AM
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Nonprofit organizations take risks every day in order to achieve their charitable missions, often without even being aware of the risks. The trick is to limit the organization's financial exposure while delivering the necessary programs. This workshop will focus on how to use insurance and contracts to help protect your organization.

Learning Objectives: Participants will be able to identify key areas of legal risk for their organization, and create a framework for action towards mitigating risks.

For Board members and senior management.

Presenter: Elizabeth Perez, Legal Director

 
Loan Basics: Understanding Loan Documents
March 4, 2019 - 3:00 PM to 5:00 PM
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Nonprofits often rely on donations, grants, and/or government contracts which can present unique financial challenges. In order to meet payroll and expenses, a nonprofit might seek a loan or line of credit. It is important for nonprofits to understand how entering into a loan can impact the organization and its fiscal operations. If your organization has a loan or is contemplating a new loan or line of credit this presentation will help you understand the terms contained in the key documents and how they impact your organization's operations.

Learning Objectives: Participants will understand the standard terms contained in loan documents for an operating loan or line of credit, and gain an understanding of how entering into a loan impacts the organization.

For Chief Financial Officers, Chief Operating Officers, nonprofit executives, managers, and Board members interested in understanding loan documents.

Presenters:

  • Sheryl Gittlitz, Partner, Arnold & Porter Kaye Scholer LLP
  • Jenny Ho, Secondee Attorney, Bank of America
Lawyers Alliance Staff: Time: 3:00 p.m. - 5:00 p.m. - please note time

Location: Arnold & Porter Kaye Scholer LLP, 250 West 55th Street, New York, NY 10019 - please bring photo I.D. for lobby security

Cost: Free

Registration: Please send an e-mail no later than Tuesday, February 26 to workshops@lawyersalliance.org with your name, organization, and full contact information and put "March 4: Loan Basics" in the subject line.

 
Understanding Contracts: A Nonprofit Hands-On Clinic with Pro Bono Attorneys
February 27, 2019 - 5:00 PM to 8:00 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, services agreement, memorandum of understanding), or a contract that you would like drafted as a new document.

Presenter(s): Hedwig O'Hara, Senior Staff Attorney, Lawyers Alliance for New York

Time: 5:00 p.m. - 8:00 p.m. - please note time

Location: Downtown Manhattan - Address will be provided to registered attendees. Bring photo ID for building security.

Cost: Free with advance registration.

Registration: https://docs.google.com/forms/d/e/1FAIpQLSfnPEC-oXuuCaiDQ-XFROP7CwOBuD91uCrtMF9wBIKxmioaEg/viewform?usp=sf_link