Nonprofit Institute 2018

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Registration Options

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The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTWed., May. 23, 2018
9:00 AM
ENDWed., May. 23, 2018
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTWed., May. 23, 2018
9:00 AM
ENDWed., May. 23, 2018
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTWed., May. 23, 2018
9:00 AM
ENDWed., May. 23, 2018
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTWed., May. 23, 2018
9:00 AM
ENDWed., May. 23, 2018
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTWed., May. 23, 2018
9:00 AM
ENDWed., May. 23, 2018
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTWed., May. 23, 2018
9:00 AM
ENDWed., May. 23, 2018
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00


Join us for the nonprofit event of the year
This is an exceptional program for lawyers, nonprofit board members, staff, volunteers, accountants, fundraisers and anybody who is thinking of starting up a nonprofit. The opportunity to network with your colleagues in the nonprofit sector and exchange ideas makes this an annual favorite.

Find out what’s trending
Gain insights from keynote speaker Josh Shapiro, Pennsylvania’s Attorney General
Hear Don Kramer’s annual update to learn about recent decisions and new tax laws impacting the nonprofit sector
Pick up tips on board best practices
Explore hot topics for charitable organizations

Hear from leaders in the field
Pennsylvania’s pre-eminent nonprofit attorneys
Marketing, fundraising and PR specialists
Nonprofit executives and staff who share their insights
Nonprofit board consultants and advisors

Get great materials and be re-charged
Join us in Philadelphia for a selection of topics, or sign up at a simulcast site convenient to you and receive a six hour program, including an ETHICS CREDIT! Walk away with a course book with lots of valuable sample documents, checklists and more. Most importantly, network with those who share your commitment to the work of nonprofits and be re-charged with new ideas to take back to your clients, your board and your staff.

Here’s what your colleagues found valuable in the past
Truly useful information and impressive, engaging speakers
Unique program offering new and different perspectives than other educational opportunities for nonprofit organizations
All day immersion
Good advice, good materials
The scope of the program covers so many nonprofit issues
Excellent program. I’ve learned a lot that I will take back to my nonprofit.

*Simulcast Session (At the Philadelphia live presentation, you can choose from two concurrent topics. But at the simulcast locations, you will see one topic each hour. The six simulcast topics are noted with asterisks below.)

9:00 – 10:05
1. *Keynote Address: Pennsylvania and Its Charities (Plenary Session)
Attorney General Josh Shapiro & Laura Solomon (Moderator)
AG Shapiro shares his perspective and priorities in overseeing property committed to charitable purposes – perhaps his broadest responsibility as Pennsylvania’s Attorney General.

10:20 – 11:20
2. *Advancing Your Nonprofit’s Social Media Presence in a Crowded Internet
Laura Powers
Increasingly people are using social media in more and more aspects of their life. What was once just a way to connect with old friends, share photos, or share your personal thoughts and musings, has now become a vehicle for development, marketing and advertising. To stay competitive, you must capitalize on these opportunities. Most of us are already up and running on all the most popular platforms, but do you know the real secrets to social media success? It’s the details that make the difference. Dive deep into social media timing, the nuances of a great social media profile, best practices for effective content sharing and more.

3. Partnerships and Collaborations – Learning What Works and Where Challenges Exist
Regina M. MacKenzie, Nadya K. Shmavonian & Laura Solomon
Should your nonprofit or your nonprofit client affiliate, merge, enter into a joint venture? Our experienced presenters provide an interactive, practical session designed to help you understand, evaluate and implement various forms of nonprofit collaboration. The panel addresses 1) trends and resources locally and nationally; 2) options, pros and cons of each form of collaboration; 3) practical advice; 4) tax, accounting and liability consideration; and 5) regulatory oversight.

11:30 – 12:30
4. *Nonprofit Law and the Year’s Most Significant Developments
Donald W. Kramer
Mr. Kramer, editor of Nonprofit Issues®, gives his annual update on hot topics in nonprofit law.

5. Attracting and Retaining Enthusiastic Directors for a Community in Need
Peggy Morrison Outon & Jack R. Owen
Learn about the legal basics of serving as a director and review how nonprofit organizations in needy communities can position themselves to recruit a high-performing board. Explore how nonprofit organizations can implement necessary changes, and then recruit, train and utilize outstanding directors to benefit their community.

1:10 – 2:10
6. *Show Me the Money! Fundraising and Donor Relations
Rosie McNamara-Jones, Laura Powers, Dave Raible, L. Scott Schultz & Lisa R. Verges
Experienced development professionals share tips for donor engagement and retention, fundraising strategies that work and the key components of successful fundraising campaigns. Explore best practices for donor acquisition and retention, new trends to foster engagement with your organization and the secrets of high-performing campaigns that raise money.

7. Disaster: Are You Prepared?
Judge Renée Cardwell Hughes (Ret.), D. Michael Kiley-Zufelt & Jane Scaccetti
Disaster takes all forms: natural, financial, legal and reputational. But organizations can prepare for and sometimes prevent disaster. Identify challenges to and best practices for protecting your organization from all forms of disaster.

2:20 – 3:20
8. *A “Magical Partnership” – Building a Successful Relationship between the Board of Directors and Executive Director
Ifeoma Aduba, James P. DeAngelo, Anne L. Gingerich & Rhodia D. Thomas
What are best practices for ensuring that the “magical partnership” between the Board of Directors and the Executive Director is successful? Discussion focuses on the need for complete understanding of the roles that the Board and ED have in the organization, as well as how building effective partnerships starts with recruitment, orientation, training and continues with on-going effective communication between the Board and ED about vision, mission, expectations and challenges.

9. Leveraging Funders: Getting PRI/Investment Ready
Marla K. Conley & Kayci D. Petenko
Learn about philanthropic investments from the borrower’s perspective, where loans can be an alternative revenue stream to grants. Discuss different legal strategies used by grantmakers outside of a traditional grant portfolio, such as Program Related Investments (PRIs) and Mission Related Investments (MRIs), which can include term loans or lines of credit issued on favorable terms to a charitable borrower or for a charitable project. Learn the basic components of these tools, why grantmakers may favor one legal structure over another, and what basic governance and finance documents charitable lenders expect from borrowers/grantees. Explore other complications specific to charitable financing such as identifying appropriate collateral, considering debt financing and negotiating a charity’s restrictions on revenue-sharing traditionally involved in accessing venture capital financing.

3:30 – 4:30
10. *Charities, Politics and Ethics (ETHICS)
Donald W. Kramer, Mark A. Pacella, Barbara S. Rosenberg & Deborah J. Zateeny
It is not unusual for a prominent politician to form a charity or to become associated with an existing charity, sometimes with the best of intentions, sometimes not so altruistically. But sometimes people forget that federal and state laws regulate elected officials and charities – and that the press is always watching. Delve into the ethical challenges for lawyers and charity representatives when politics and charities mix.

11. If Only We Had…!!: Common and Costly Errors You Don’t Want to Make
Morgen Cheshire
Save your nonprofit organization (or one you represent) from making mistakes that general counsel and operations executives notice frequently trip up nonprofit organizations (large and small). Understand the costs and deeper implications of these mistakes and discover how simple measures can make a big impact on the performance and growth of your organization – regardless of its size or stage of development. Cheshire Law Group shares compliance concerns that are trending and tips for adding value and saving time, money and other precious organizational resources. This session is perfect for board members, general counsel and operations managers.


Ifeoma Aduba Harbor Compliance
Morgen Cheshire Esq. Cheshire Law Group
Marla Conley Esq. Conley Fleming LLP
James Paul DeAngelo Esq. McNees Wallace & Nurick LLC (Hbg)
Anne L. Gingerich MSW Pennsylvania Association of Nonprofit Organizations (PANO)
Hon. Renee Cardwell Hughes
D. Michael Kiley-Zufelt American Red Cross
Donald W. Kramer Esq. Montgomery McCracken Walker & Rhoads LLP (Phila)
Regina M. MacKenzie Esq.
Rosie McNamara-Jones Juvenile Law Center
Peggy Morrison Outon Bayer Center for NP Management
John R. Owen III, Esq. Owen & Conley LLC
Mark A. Pacella Esq. Office of Attorney General
Laura Powers Philadelphia Bar Foundation
Dave Raible
Barbara S. Rosenberg Esquire Law Office of Barbara S. Rosenberg
Jane Scaccetti CPA Drucker & Scaccetti PC
L. Scott Schultz
Attorney General Josh Shapiro PA Office of Attorney General
Nadya K. Shmavonian Nonprofit Repositioning Fund
Laura N. Solomon Esq. Laura Solomon & Associates
Rhodia D. Thomas Esq. MidPenn Legal Services
Lisa R. Verges Community Legal Services, Inc.
Deborah J. Zateeny Esq. Zateeny Loftus LLP
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.