(In-Person) 10th Annual Not-for-Profit Law Institute Back to Basics: Key Issues in Nonprofit Practice

Friday, March 24, 2023 | 9:00 am – 5:00 pm

Program Co-Chairs:

Tracy Boak
Perlman and Perlman

Tara Herman
Associate General Counsel, Girl Scouts of the USA

Katherine Hughes
Cleary Gottlieb Steen & Hamilton LLP

  • Over the past several years, we’ve focused so much on survival without much time (or energy) to focus on the recurring questions that come up in nonprofit practice. This year’s Nonprofit Institute will take a pause, pulling together a full day of legal building blocks to ensure that practitioners, whether external or in-house counsel, have the basics in order. We’ll explore a range of topics that arise regularly in daily nonprofit practice, including:

    • Endowments, Restricted Funds and Board Reserves
    • Unrelated Business Income Tax
    • Fundraising Issues (crypto, crowdfunding and more)
    • Structuring Overseas Activities
    • N-PCL Traps for the Unwary

    As always, we’ll feature an ethics discussion that will explore the ins and outs of internal investigations, as well as panels focusing on the current processes and 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 for Members | $699 for Nonmembers
    $299 In-House Counsel Members | $399 Nonmembers
    Small Law Firm Member/Gov/NP/AC/Judiciary: $299 Member | $399 Nonmember

  • Laura K. Abel
    Senior Policy Council
    Lawyers Alliance for New York

    Tracy Boak
    Perlman and Perlman

    Nishka Chandrasoma
    General Counsel
    Ford Foundation

    Kimberly Eney
    Morgan Lewis

    Linda Heinberg
    Assistant Attorney General
    Charities Bureau Transactions Section

    Diara Holmes
    Loeb & Loeb

    Elizabeth Buckley Lewis
    Willkie Farr & Gallagher LLP

    Tyler Maulsby
    Frankfurt Kurnit Klein + Selz PC

    Edward “Ed” Miller
    Partner, Audit Services
    Grant Thornton

    Sadina Montani
    Crowell & Moring LLP

    Marcus Owens
    Loeb & Loeb

    Dan Roque
    Assistant Attorney General
    Charities Bureau Enforcement Division

    Jeremy Steckel
    Carter Ledyard & Milburn

    Justin Zaremby
    Patterson Belknap Webb & Tyler LLP

  • 9:00 am – 9:05 am    
    Opening Remarks
    Tara Herman, Katherine Hughes

    9:05 am – 9:55 am       
    Restricted Funds, Board Reserves – What Are They All About?Kimberly Eney, Edward “Ed” Miller

    9:55 am – 10:40 am    
    UBIT Basics and Recent Developments
    Elizabeth Buckley Lewis 

    10:40 am – 10:55 am 
    Morning Coffee Break 

    10:55 am – 11:40 am
    Fundraising Issues: Navigating a Changing Landscape
    Tracy Boak 

    11:40 am – 12:30 pm   
    NY Attorney General Update
    Dan Roque, Linda Heinberg

    12:30 pm – 1:30 pm
    Networking Luncheon  

    1:30 pm-2:15 pm   
    IRS Update
    Marcus Owens, Diara Holmes 

    2:15 pm – 3:00 pm    
    The N-PCL:  Tricks and Traps
    Panel Leader: Katherine C. Hughes
    Panelists: Laura Abel, Jeremy Steckel

    3:00 pm – 3:10 pm
    Afternoon Coffee Break 

    3:10 pm – 4:00 pm     
    Doing Good Globally: International Operations for Charitable Organizations
    Nishka Chandrasoma, Justin Zaremby 

    4:00 pm – 5:00 pm 
    Ethics: Anatomy of an Internal Investigation
    Tyler Maulsby, Sadina Montani

  • New York:  7.5 Total: 6.5 Professional Practice & 1.0 Ethics
    New Jersey: 7.8 Total: 6.6 General & 1.2 Ethics
    California: 7.5 Total: 6.5 Professional Practice & 1.0 Ethics
    Pennsylvania: 6.5 Total: 5.5 Professional Practice & 1.0 Ethics
    Connecticut: Available to Licensed Attorneys

  • Thank You To Our Sponsors:

    Gold Sponsors:

    Silver Sponsors:

    Sponsoring Association Committee:
    Nonprofit Law, Tracy Boak, Katherine Hughes, Co-Chairs

    Sponsorship Opportunities are Available! Please Contact:
    Yelena Balashchenko, Manager, Business Development & Sponsorships | (212) 382-6608 | ybalashchenko@nycbar.org