(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:

• Description
• Faculty
• Agenda
• CLE Credit
• Sponsors

• 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       
  Endowments, 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