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Workshop Descriptions

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

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National Network Webinar: The #MeToo Movement: Strategies to Prevent Harassment and Protect Your Organization
February 14, 2018 - 1:00 PM to 2:00 PM
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Jackson Lewis P.C. and the National Network of Business Law Pro Bono Providers are pleased to present a complimentary webinar for non-profit employers.

Sexual harassment claims are grabbing headlines at a pace and intensity like never before. No organization is immune from potential exposure. All employers should take steps to ensure they have adequate practices in place to prevent harassment in the workplace, and to address it meaningfully and effectively when and if it does occur. All executive directors, in-house counsel, human resources professionals, board members, and other leaders of non-profit organizations are invited to attend.


Registration Fee: Complimentary

Webinar login details will be emailed to you after registration.

Presenters: Tara K. Burke, Of Counsel, Jackson Lewis P.C. and Corey Donovan Tracey, Principal, Jackson Lewis P.C.

Webinars for Wise Nonprofits: Classifying Your Employees: Who's Who in the Office
February 6, 2018 - 12:00 PM to 1:00 PM
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Nonprofits need to understand whether their workers are employees, independent contractors, volunteers, or interns. Nonprofits that misclassify an employee as an independent contractor are at tremendous financial risk for back taxes, workers' compensation penalties, and other financial burdens as a result of noncompliance with federal, state, and local employment law, even if the individual in question insisted on being classified as an independent contractor. This webinar will explain a nonprofit's obligations to each different type of worker, how to set up each type of relationship properly, and what to do if an individual has been misclassified.

Learning Objectives: Participants will learn how to differentiate among the different types of workers, and how to create legally compliant relationships with each.

For senior management and human resources professionals.

Presenter: Judith Moldover, Senior Staff Attorney

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 Objectives: 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: Safeguarding Client Information: Understanding the Health Insurance Portability and Accountability Act (HIPAA)
January 30, 2018 - 12:00 PM to 1:00 PM
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Nonprofits play a key role in many of their clients' lives, and as a result, often collect or have access to sensitive health information. This workshop will focus on HIPAA regulations and compliance obligations and will cover some common HIPAA-related contractual requirements that are increasingly imposed on certain nonprofits. 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? We are 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 objective: Participants will gain an understanding of the requirements imposed by HIPAA and how their organizations can ensure compliance.

For board members, senior management, and human resources professionals.

Presenters: Bee-Seon Keum, Staff Attorney; Roger A. Cohen, Partner, Goodwin Procter LLP; and Jason Madden, Associate, Proskauer Rose LLP

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
February 22, 2018 - 12:00 PM to 1:00 PM
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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.

Presenters: Elizabeth Perez, Legal Director; and Bee-Seon Keum, Staff Attorney

Breaking Through the Boilerplate: Understanding Government Contracting and Subcontracting
January 23, 2018 - 9:30 AM to 11:30 AM
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Government funding may be the single most common source of revenue for nonprofit organizations serving low-income neighborhoods. Yet the complexity of these contracts and the process of registering the agreements can be overwhelming. This workshop will examine the legal issues associated with contracting with New York City and New York State governmental agencies, including a review of the key provisions of City and State master contracts, procurement and lobbying rules and the VENDEX process, compliance challenges, the New York City Vault, and the New York State Gateway.

Learning Objectives: Participants will be better equipped to evaluate the benefits and risks of executing a contract with a government agency, and understand the legal consequences of contracts that cannot be easily negotiated.

For nonprofit managers and finance professionals.

Presenter: Elizabeth Perez, Legal Director

Connecting Corporate Dollars to Your Cause: Sponsorships and Sales
February 8, 2018 - 9:30 AM to 12:30 PM
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Corporate sponsorship offers exciting opportunities for businesses to be associated with charitable activities and for charities to raise additional revenue. Such relationships can take various forms and can be the proverbial "win-win". But corporate sponsorships also pose significant risks to the nonprofit. This workshop will examine case studies, hypotheticals, and form documents.

Learning objective: Participants will be able to evaluate potential sponsorship (both special event and ongoing sponsorship) and cause-related marketing relationships with businesses based upon applicable state and federal rules.

For development professionals and senior managers.

Presenter: Neil Stevenson, Senior Staff Attorney

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 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.

The Art of Affordable Office Space
January 25, 2018 - 9:30 AM to 11:30 AM
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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.

Presenters: Hedwig O'Hara, Senior Staff Attorney; Stephen Powers, Transwestern; and Adam Stoltz, Transwestern