3rd Annual Not-for-Profit Institute: New York Nonprofit Law in the Age of the Revitalization Act

This full-day program will provide a comprehensive overview of developments in nonprofit law, with a focus on “Nonprofit Law in the Age of the Nonprofit Revitalization Act” which went into effect on July 1, 2014.  Topics to be discussed (with reference to the impact of the recent statutory changes) include related party transactions and conflicts of interest, board governance and committee structure, compensation, charitable solicitations, auditing and accounting issues (and the role of audit committees), IRS update, new procedures relating to mergers, dissolutions and sales, the enforcement and regulatory authority of the Attorney General, whistleblower policies and employment practices, and ethics issues.  Panelists will include regulators, attorneys, accountants and academics.  This program will be of interest to in-house counsel for nonprofit organizations and those who advise them, as well as executives at nonprofits.

Live Program: $599 Member/$699 Nonmember
Small Law Firm: $299 Member/$399 Nonmember (The Small Law Firm discounted rate cannot be combined with other discounts.)

Megan E. Bell, Patterson Belknap Webb & Tyler LLP

Sean Courtney, Section Chief, Charities Bureau, NYS Office of the Attorney General

Julie L. Floch, CPA, Partner-in-Charge, Not-for-Profit Services, EisnerAmper LLP

Jennifer L. Franklin, Simpson Thacher & Bartlett LLP

Elizabeth M. Guggenheimer, Deputy Executive Director/Director of Institutional Advancement, Lawyers Alliance for New York

Ethan Kahn, CPA, WeiserMazars LLP

Michael S. Kutzin, Goldfarb Abrandt Slazman & Kutzin LLP

Elizabeth Buckley Lewis, Willkie Farr & Gallagher LLP

Jason R. Lilien, Zuckerman Spaeder LLP

David W. Lowden, Stroock Stroock & Lavan 

Pamela A. Mann, Carter Ledyard & Milburn LLP

Marcus S. Owens, Caplin & Drysdale, Former Director, Exempt Organizations Division, Internal Revenue Service

Seth Perlman, Perlman & Perlman, LLP

Stefanie H. Roth, Ewenstein Young & Roth LLP

James Sheehan, Chief, Charities Bureau, New York State Office of the Attorney General

9:00 – 9:20 a.m.     Introduction and Overview

Robert Pigott

9:20 – 10:10 a.m.     Keynote Address

Diana Aviv

10:10 – 10:35 a.m.    IRS Update

Marcus S. Owens

10:35 – 11:00 a.m.    Nonprofit Revitalization Act Update

Jason R. Lilien

11:00 – 11:15 a.m.     Break Sponsored by Carter Ledyard & Milburn LLP

11:15 – 11:35 a.m.    Employment and Compensation Issues Including Whistleblower Policy

David G. Samuels

11:35 – 12:00 p.m.    Charitable Solicitation Update

Seth Perlman

12:00 – 12:25 p.m.     AG’s Regulatory Role

James Sheehan

12:25 – 12:45 p.m.    AG’s Enforcement Role

Sean Courtney

12:45 – 1:30 p.m.     Networking Lunch

1:30 – 1:55 p.m.    Related Parties and Conflicts of Interest

David W. Lowden

1:55 – 2:20 p.m.    Board Governance and Committee Structure

Megan E. Bell

2:20 – 2:45 p.m.    Mergers/Dissolutions/Sales

Jennifer L. Franklin

2:45 – 3:15 p.m.     Auditing Issues

Julie L. Floch & Ethan Kahn

3:15 – 3:30 p.m.    Break

3:30 – 4:10 p.m.    Corporate Structure and LLCs

Elizabeth Buckley Lewis & Stefanie H. Roth

4:10 – 5:00 p.m.    Ethics Update

Elizabeth M. Guggenheimer, Michael S. Kutzin & Pamela A. Mann

New York Credit: 7.0 total: 6.0 professional practice & 1.0 ethics
This program provides transitional/non-transitional credit for all attorneys.
California Credit: 7.0 total: 6.0 general & 1.0 professional responsibility
New Jersey Credit: 7.0 total: 6.0 general & 1.0 professional responsibility
Pennsylvania Credit: 5.5 total: 5.0 general & 0.5 professional responsibility

Sponsoring Association Committee: Nonprofit Organizations, Robert Pigott, Chair

Sponsorship Opportunities are Available! Please Contact:
Ann Rappleye, Director, City Bar Center for CLE | (212) 382-6606 | ARappleye@nycbar.org or
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Darianne De Leon, Program & Sponsorship Coordinator, City Bar Center for CLE | (212) 382-6731 | ddeleon@nycbar.org