From the basics of nonprofit formation and exemption to the ongoing challenges of nonprofit operations and raising revenue, this seminar covers all key aspects of the law of exempt organizations. The program includes real-life examples and the opportunity to have your questions answered directly by the faculty.
Lawyers serve nonprofits in many capacities-whether you are a new lawyer just entering this area of law, a seasoned attorney looking to expand into new areas of practice, in-house counsel to a nonprofit, or a member of the board of directors of a nonprofit, this seminar builds and broadens your expertise. The program also serves as a useful refresher for the more experienced practitioner.
Lawyers serve nonprofits in many capacities-whether you are a new lawyer just entering this area of law, a seasoned attorney looking to expand into new areas of practice, in-house counsel to a nonprofit, or a member of the board of directors of a nonprofit, this seminar builds and broadens your expertise. The program also serves as a useful refresher for the more experienced practitioner.
Course Content
9:30 - 9:35 amWelcome and Introduction
Kelly J. Guarino, Esq.,
Fiduciary Trust Company, Boston
Elka T. Sachs, Esq.,
Krokidas & Bluestein LLP, Boston
9:35 - 10:20 am
Introduction to the Nonprofit World
Overview, Applicable Laws, Fiscal Sponsorship, and DAFs
Kelly J. Guarino, Esq.,
Fiduciary Trust Company, Boston
10:20 - 11:05 am
Counseling an Organization through the Process of Obtaining Tax Exemption
Form 1023, Public Support, and Policies
Alyssa C. Fitzgerald, Esq.,
Goodwin Procter LLP, Boston
11:05 - 11:15 am
Break
11:15 - 12:15 pm
Maintaining Tax Exempt Status
Annual Filing Requirements, Solicitation Registration, UBTI, Lobbying, Legal Audits, and State and Local Exemptions
Russell J. Stein, Esq.,
Partridge Snow & Hahn LLP, Boston
12:15 - 1:00 pm
Lunch (on your own)
1:00 - 2:00 pm
Nonprofit Board and Membership Operations
Statutory Requirements and Practical Tips
Elka T. Sachs, Esq.,
Krokidas & Bluestein LLP, Boston
David M. Wright, Esq.,
BMA TenPoint, Boston
2:00 - 2:45 pm
Key Issues in Governance
Fiduciary Duties, Conflicts of Interest, and Executive Compensation
Brad Bedingfield, Esq.,
Hemenway & Barnes LLP, Boston
2:45 - 3:00 pm
Break
3:00 - 4:00 pm
Attorney General Oversight
Jonathan C. Green, Esq.,
Office of the Attorney General/Nonprofit Organizations/Public Charities Division, Boston
4:00 - 4:30 pm
'Ask the Experts' Q&A Session and Key Takeaways
Panel
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
CochairsKelly J. Guarino, Esq.,
Fiduciary Trust Company, Boston
Elka T. Sachs, Esq.,
Krokidas & Bluestein LLP, Boston
Faculty
Brad Bedingfield, Esq.,
Hemenway & Barnes LLP, Boston
Alyssa C. Fitzgerald, Esq.,
Goodwin Procter LLP, Boston
Jonathan C. Green, Esq.,
Office of the Attorney General/Nonprofit Organizations/Public Charities Division, Boston
Russell J. Stein, Esq.,
Partridge Snow & Hahn LLP, Boston
David M. Wright, Esq.,
BMA TenPoint, Boston
