Friday, March 22, 2024 | 9:00 am – 5:00 pm (Networking Luncheon Included)
Format: In-Person
Program Co-Chairs: |
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Tracy Boak Perlman & Perlman, LLP Tara Herman Katherine Hughes |
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This year, the Institute will reflect on how nonprofits can best navigate those tricky relationships that ultimately drive their success. Speakers will focus on a range of internal and external relationships, looking at how each can offer up potential pitfalls and opportunities for nonprofits to achieve their missions. Specifically, panel discussions will explore:
• Relationships with employees, including how to respond to calls for unionization, speech issues in the workplace (especially in an election year), and the role of AI in employment decisions, among other hot topics;
• Relationships with donors, in connection with fundraising campaigns and platforms;
• Relationships with for-profit entities, exploring how nonprofits can collaborate with for-profit entities in their joint fundraising and programming efforts; and
• General counsel relationships, featuring GCs from small to mid-size nonprofits or overseeing smaller legal departments, discussing how they manage relationships with their boards, leadership, and staff.We’ll also feature a timely ethics discussion for ethics credit, as well as panels focusing on the current priorities of the Internal Revenue Service and the Charities Bureau of the New York State Attorney General’s Office.
Who Should Attend: This full-day program is intended to serve in-house and outside counsel with a well-developed background in nonprofit law, but it will also be a useful and informative session for not-for-profit organizational managers as well as lawyers who focus on other sectors and seek to enhance their early practice in the not-for-profit field.
Program Fee:
$599 Member | $699 Nonmember
Nonprofit/Government/Full-Time Academic: $299 Member | $399 Nonmember
Small Law Firm: $299 Member -
Veronica Aksu
Sedreddine & Whoriskey, LLPAstrid Andre
General Counsel
Selfhelp Community ServicesMeghan R. Biss
Caplin & DrysdaleLisa M. Brauner
Whiteford, Taylor & Preston LLPKathleya Chotiros
General Counsel
Child Mind InstituteJeremy T. Coffey
Managing Counsel
American Cancer SocietyIan Forster
AVP of Operations and Program Compliance, Justice & Opportunity Team
United Way of New York CityKristina Grimshaw
Florentino & Grimshaw LLCLinda Heinberg
Assistant Attorney General, Transactions Section Chief
New York Attorney General’s Charities BureauNicholas Lundgren
General Counsel
New Destiny Housing CorporationWilliam H. Ng
Littler Mendelsohn PCMarcus Owens
Loeb & LoebJudy Siegel
Senior Staff Attorney
Pro Bono PartnershipJim Sheehan
Chief
New York Attorney General’s Charities BureauRafi Stern
Staff Attorney
Lawyers Alliance for New YorkLisa Wang
Senior Counsel
Ford FoundationMaura L. Whelan
Simpson Thacher & Bartlett LLPDebra Alligood White
General Counsel and Chief Operating Officer
Studio Museum of HarlemKaren I. Wu
Perlman & Perlman, LLPJustin Zaremby
Patterson Belknap -
8:30am- 9:00am
Networking Breakfast9:00am – 9:10am
Opening Remarks
Tracy Boak, Tara Herman, Katherine Hughes9:10 am – 10:00 am
NY AG Update – Hot Issues and Enforcement Trends
Linda Heinberg, New York Attorney General’s Charities Bureau
Jim Sheehan, New York Attorney General’s Charities Bureau10:00 am – 10:50 am
IRS and Tax Law Developments Affecting Nonprofits
Meghan R. Biss, Caplin & Drysdale
Marcus S. Owens, Loeb & Loeb LLP10:50 am – 11:05 am
Morning Coffee Break11:05 am – 12:10 pm
Timely Employment Law Issues for New York Nonprofits
Ian Forster, United Way of New York City
Lisa M. Brauner, Whiteford, Taylor & Preston LLP
Kristina Grimshaw, Florentino & Grimshaw LLC
William H. Ng, Littler12:10 pm – 1:10 pm
Networking Luncheon1:10 pm – 2:00 pm
General Counsel’s Roundtable: Building Relationships for Success
Astrid Andre, Selfhelp Community Services
Kathleya Chotiros, Child Mind Institute
Nicholas Lundgren, New Destiny Housing Corporation
Debra Alligood White, Studio Museum of Harlem2:00 pm – 2:50 pm
Working with For-Profits, Part I: Joint Fundraising Possibilities
Veronica Aksu, Sedreddine & Whoriskey
Karen I. Wu, Perlman & Perlman, LLP
Jeremy T. Coffey, American Cancer Society2:50 pm – 3:05 pm
Afternoon Coffee Break3:05 pm – 3:55 pm
Working with For-Profits, Part II: Exploring Collaborative Structures
Tara Herman, Girl Scouts of the USA
Lisa Wang, Ford Foundation
Maura L. Whelan, Simpson Thacher
Justin Zaremby, Patterson Belknap3:55 pm – 4:55 pm
Ethics: Lawyer as a Director
Judy Siegel, Pro Bono Partnership
Rafi Stern, Lawyers Alliance for New York4:55 pm – 5:00 pm
Closing Remarks -
New York: 6.0 Professional Practice; 1.0 Ethics
New Jersey: 6.3 General; 1.2 Professional Responsibility
California: 6.0 General; 1.0 Professional Responsibility
Pennsylvania: 5.0 General, 1.0 Professional Responsibility -
Gold Sponsor:
Sponsoring Association Committee:
Non-Profit Organizations, Tracy L. Boak & Katherine Hughes, Co-ChairsSponsorship Opportunities are Available! Please Contact:
Yelena Balashchenko, Manager, Business Development & Sponsorships | (212) 382-6608 | ybalashchenko@nycbar.org