Not-for-Profit Law Institute 2024:
Exploring the Relationships that Drive Nonprofits

Friday, March 22, 2024 | 9:00 am – 5:00 pm (Networking Luncheon Included)

Format: In-Person

Register for the In-Person Program

 

 

Program Co-Chairs:
Tracy Boak
Perlman & Perlman, LLP

Tara Herman
Girl Scouts of the USA

Katherine Hughes
Cleary Gottlieb Steen & Hamilton LLP

  • 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, LLP

    Astrid Andre
    General Counsel
    Selfhelp Community Services

    Meghan R. Biss
    Caplin & Drysdale

    Lisa M. Brauner
    Whiteford, Taylor & Preston LLP

    Kathleya Chotiros
    General Counsel
    Child Mind Institute

    Jeremy T. Coffey
    Managing Counsel
    American Cancer Society

    Ian Forster
    AVP of Operations and Program Compliance, Justice & Opportunity Team
    United Way of New York City

    Kristina Grimshaw
    Florentino & Grimshaw LLC

    Linda Heinberg
    Assistant Attorney General, Transactions Section Chief
    New York Attorney General’s Charities Bureau

    Nicholas Lundgren
    General Counsel
    New Destiny Housing Corporation

    William H. Ng
    Littler Mendelsohn PC

    Marcus Owens
    Loeb & Loeb

    Judy Siegel
    Senior Staff Attorney
    Pro Bono Partnership

    Jim Sheehan
    Chief
    New York Attorney General’s Charities Bureau

    Rafi Stern
    Staff Attorney
    Lawyers Alliance for New York

    Lisa Wang
    Senior Counsel
    Ford Foundation

    Maura L. Whelan
    Simpson Thacher & Bartlett LLP

    Debra Alligood White
    General Counsel and Chief Operating Officer
    Studio Museum of Harlem

    Karen I. Wu
    Perlman & Perlman, LLP

    Justin Zaremby
    Patterson Belknap

  • 8:30am- 9:00am
    Networking Breakfast

    9:00am – 9:10am
    Opening Remarks
    Tracy Boak, Tara Herman, Katherine Hughes

    9:10 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 Bureau

    10:00 am – 10:50 am
    IRS and Tax Law Developments Affecting Nonprofits
    Meghan R. Biss, Caplin & Drysdale
    Marcus S. Owens, Loeb & Loeb LLP

    10:50 am – 11:05 am
    Morning Coffee Break

    11:05 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, Littler

    12:10 pm – 1:10 pm
    Networking Luncheon

    1:10 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 Harlem

    2:00 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 Society

    2:50 pm – 3:05 pm
    Afternoon Coffee Break

    3:05 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 Belknap

    3:55 pm – 4:55 pm
    Ethics: Lawyer as a Director
    Judy Siegel, Pro Bono Partnership
    Rafi Stern, Lawyers Alliance for New York

    4:55 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-Chairs

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

Register for the In-Person Program

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