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

Wednesday, April 29, 2015 | 9:00 a.m. – 5:00 p.m.

Robert Pigott

Vice President & General Counsel
Phipps Houses

INSTITUTE CO-CHAIR David G. Samuels Duval & Stachenfeld LLP

David G. Samuels

Duval & Stachenfeld LLP

KEYNOTE SPEAKER Diana Aviv  President & CEO Independent Sector

Diana Aviv

President & CEO
Independent Sector

  • 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 (includes download of materials):

    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.)

    Attorneys working for nonprofit organizations or government entities will receive a 50% discount off of member and nonmember prices.

  • 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

    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
    Darianne De Leon, Program & Sponsorship Coordinator, City Bar Center for CLE | (212) 382-6731 | ddeleon@nycbar.org