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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.

 
 
Strategic Legal Thinking Seminar: Nonprofit Program Expansion: Legal Issues to Position Your Organization for Success
April 11, 2019 - 12:30 PM to 4:00 PM
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Lawyers Alliance is pleased to offer this seminar in conjunction with Pfizer Inc, Exponentum™, Perlman & Perlman, LLP, and DLA Piper LLP (US).

In the nonprofit sector today, many organizations are expanding their programs by broadening their geographical reach, collaborating with others, creating affiliates, and/or increasing their budget and staff size. In many instances, even for community-based organizations, these expanded activities involve issues such as charitable solicitation that cuts across state lines. This seminar will review many of the basic legal questions that arise as nonprofits seek to expand their programs and services.

Topics will include the different ways to structure affiliate relationships and how to protect your organization's tax-exempt status and obtain authority to do business in other states when doing so. The seminar will include a review of laws related to solicitation of funds from donors in other states, via the internet, and by other means. The presentation will also cover the legal issues that arise when collaborating and contracting with third parties to obtain or provide goods and services. It will identify some of the practical and operational issues that nonprofits experience when expanding, such as those related to facilities, human resources, governance, intellectual property, and insurance.

Speakers will include:

  • Elizabeth Guggenheimer, Lawyers Alliance for New York
  • Tracy L. Boak, Perlman & Perlman LLP
  • Neil Stevenson, Lawyers Alliance for New York
  • Airina Rodrigues, DLA Piper LLP
  • Greg Wise, STRIVE®
  • Paul Pollock, Crowell & Moring LLP

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.

Registration: Registration is now closed.

 
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: Operating an Afterschool Program, Part I
May 15, 2019 - 12:00 PM to 1:00 PM
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Part one in this three-part webinar series aimed at afterschool programs focuses on the variety of regulatory and liability issues that afterschool programs face. This webinar will discuss liability for negligence, proper classification of employees, independent contractors, and volunteers, and regulatory requirements including in the areas of facilities, staff and child abuse reporting. In addition, this webinar will provide guidance to ensure compliance with applicable laws and regulations and decrease liability exposure.

Learning Objective: Participants will be able to understand, identify, and mitigate common legal risks associated with the operation of an afterschool program.

This webinar is one in a series related to afterschool programs.

For Board members and senior managers.

Presenter: Ciarra Chavarria, Staff Attorney

 
Webinars for Wise Nonprofits: Operating an Afterschool Program, Part II
May 22, 2019 - 12:00 PM to 1:00 PM
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Part two in this three-part webinar series aimed at afterschool programs focuses on some of the more practical questions that arise in the operation of afterschool programs, including operational structure and funding. In addition to exploring legal aspects of these questions, Debbie Blas of ExpandED Schools and Britta Wheeler of The Children's Institute of Fashion Arts will provide insight from the program and support perspective.

Learning Objectives: Participants will gain insight and strategies around building, structuring, and operating an afterschool program, as well as tips for ensuring compliance with legal and other standards and expectations of nonprofit afterschool programming.

This webinar is one in a series related to afterschool programs.

For executive directors, supervisors, managers, and legal/contracting staff.

Presenters:

  • Ciarra Chavarria, Staff Attorney, Lawyers Alliance
  • Debbie Blas, Program Manager, ExpandED Schools
  • Britta Wheeler, Ph.D., Founding Director, The Children's Institute of Fashion Arts
 
Webinars for Wise Nonprofits: Operating an Afterschool Program, Part III
May 29, 2019 - 12:00 PM to 1:00 PM
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Part three in this three-part webinar series aimed at afterschool programs focuses on intellectual property. The webinar will introduce general concepts of intellectual property law, including copyrights, ownership of works/content/inventions and confidentiality, as well as some basic information about trademark law. The webinar will also explore questions about ownership of works created by students or participants and provide tips for protecting the intellectual property of a nonprofit.

Learning Objectives: Participants will learn the basics of intellectual property law (with a focus on copyright, ownership of works/content/inventions and confidentiality), and will gain an understanding of what steps they may need to take to protect the intellectual property of their organization.

This webinar is one in a series related to afterschool programs.

For executive directors and staff involved in the development of program materials.

Presenters:

  • Irah Donner, Partner, Manatt, Phelps & Phillips, LLP
  • Ciarra Chavarria, Staff Attorney, Lawyers Alliance
 
Webinars for Wise Nonprofits: Understanding Social Media and the Law
June 25, 2019 - 12:00 PM to 1:00 PM
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Facebook, Instagram, Twitter, Snapchat, you name it: social media may have become a regular part of your outreach and fundraising strategy, but do you know what legal risks you take when using it?

This webinar provides an overview of the many legal issues lurking in your organization's social media use, including lobbying and election activity, employee fundraising, privacy (including that of minors), intellectual property, employment, and labor law.

Learning Objectives: You will get an introduction to strategies that will help avoid unnecessary legal risk by understanding what common social media practices may implicate lobbying and political activity rules; how to avoid misuse of intellectual property; how to make sure that you have permission to use images of staff and program participants, including children; and how to regulate employee behavior.

For nonprofit managers and marketing, development, and human resources professionals.

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

 
Becoming a Nonprofit: Incorporation and Tax Exemption
June 11, 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.

 
Free Legal Clinic - Corporate Governance Legal Assessment for Nonprofits
May 2, 2019 - 5:00 PM to 8:00 PM
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When was the last time that you thought about your organization's corporate governance practices and whether they're up-to-date and in line with the current laws? Are the role and obligations of your Board clear, especially with respect to your organization's audit and conflict of interest review? Are your procedures and operations set up to allow your organization to function well? Are they set up to preempt legal and compliance pitfalls?

On May 2, 2019, Lawyers Alliance will provide a free clinic for nonprofits, where we'll highlight the laws that apply to board operations, bylaws, conflicts policies, and other aspects of nonprofit governance. Following this overview, nonprofit managers will receive a one-on-one consultation with an attorney who will review your current governance practices, and discuss recommended changes. More details are below.

Date: Thursday, May 2, 2019

Time: 5:00 p.m. - 8:00 p.m. (a light dinner will be provided)

Cost: This Clinic is free, but advance registration is required and space is limited.

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

Who Should Attend: Executive directors, senior managers, or Board members of New York nonprofit organizations. Space is limited to no more than 2 attendees per organization.

To RSVP: Spots are limited, so sign up soon! To reserve a spot for this clinic, please complete the fillable form available here.

 
Free Legal Clinic - Understanding Contracts: A Nonprofit Hands-On Clinic with Pro Bono Attorneys
June 18, 2019 - 2:00 PM to 5:00 PM
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The clinic will begin with a brief educational presentation from a Lawyers Alliance staff attorney about contract basics and issues that are relevant to nonprofits. It will help you understand what your organization is committing to when it signs certain contracts and when it is prudent to seek legal advice before doing so. We will discuss how to negotiate a contract that is fair to all sides, as well as when and how to try to renegotiate a contract as a means of controlling costs or meeting contract deliverables. Finally, the presentation will discuss when you can terminate a contract that is not working and at what cost to your organization.

Next, each participating organization will meet with an attorney who has reviewed your contract in advance and is volunteering with Lawyers Alliance to discuss issues within the contract that your organization has selected for review or discussion. The attorney may suggest edits to your contract, which you can keep after the clinic. Examples of appropriate contracts for this clinic include vendor contracts, template agreements used with program partners or participants, management services agreement, memorandum of understanding.

Date: Thursday, June 19, 2019

Time: 2:00 p.m. - 5:00 p.m.

Cost: This Clinic is free, but advance registration is required.

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

Who Should Attend: Executive directors, senior managers, or Board members of New York nonprofit organizations. Space is limited to no more than 2 attendees per organization.

To RSVP: Spots are limited, so sign up soon! To reserve a spot for this clinic, please complete the fillable form available here.

 
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 is now closed.