Product Description

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.

Agenda & Materials

• 9:30 - 9:35 am

  Welcome and Introduction

  on demand video Add to Cart

  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

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  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

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  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

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  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

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  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

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  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

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  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

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  Panel
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Cochairs

Faculty