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Nonprofit Institute 2019

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TypeTitleStartEndCLEPrice
Video Replay - Lehighton
Carbon County Bar Association
811 Blakeslee Blvd. Dr. East, Suite 130, Lehighton PA, 18235
STARTTue., Aug. 20, 2019
9:00 AM
ENDTue., Aug. 20, 2019
3:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
Video Replay - Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTTue., Aug. 13, 2019
9:00 AM
ENDTue., Aug. 13, 2019
3:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
Video Replay - Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTMon., Aug. 19, 2019
9:00 AM
ENDMon., Aug. 19, 2019
3:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00

About

 

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.

Our program lets you
Catch up on all the current issues
Network with others in this field
Walk away with valuable resource materials
Get re-charged with new ideas!
Hear from leaders in the field:
>PA’s preeminent nonprofit attorneys
>Marketing, fundraising and risk management specialists
>Nonprofit executives, directors and consultants

Attend in Philadelphia or via live simulcast
In Philadelphia ONLY you can choose from concurrent topics each hour. If you can't come to Philadelphia, sign up for a convenient simulcast location near to you to get the six simulcast topics below for a total of 6 CLE credits, including 1 hour of ETHICS!

Simulcast Program

Wednesday, May 22, 2019
9:00 – 10:05 am
1. Nonprofit Law Update

10:05 – 10: 20 am 
Break

10:20 – 11:20 am 
2. Mission-aligned Investing for Social Impact

11:20 – 11:30 am 
Break

11:30 am – 12:30 pm
3. Giving Is Good: How the Right Philanthropic Vehicle Can Maximize Charitable Support and Minimize Taxes

12:30 – 1:10 pm 
Lunch (included in tuition)

1:10 – 2:10 pm
4. Corporate Governance for Nonprofit Organizations

2:10 – 2:20 pm 
Break

2:20 – 3:20 pm
5. Enterprise Risk Management: Initiating a Practical Program by Applying Risk Factors

3:20 – 3:30 pm 
Break

3:30 – 4:30 pm
6. Charities Behaving Badly – What Happens When Directors, Officers, and Their Lawyers Don’t Do the Right Thing? (ETHICS)

 

Philadelphia Program

Wednesday, May 22, 2019
9:00 – 10:05 am
1. Nonprofit Law Update (Simulcast)
Donald W. Kramer
Mr. Kramer, editor of Nonprofit Issues®, will give his annual update on hot topics in nonprofit law. You won’t want to miss it!

10:05 – 10: 20 am 
Break

10:20 – 11:20 am 
2. Mission-aligned Investing for Social Impact (Simulcast)
Sidney R. Hargro
Private foundations both large and small are required to grant five percent of their assets toward grantmaking. Similarly, individuals and other institutional foundation types offer grants (or donations) to support social impact issues. Mission-aligned investing is grounded in the belief that all charitable assets should align with mission. In practice, institutional funders and social investors make social investments including but not exclusive to grantmaking and charitable donations to achieve greater impact on their mission. The purpose of this session is to demystify the terminology and practice of mission-aligned investing, bringing attention to its value and opportunity to advance community impact in greater Philadelphia and beyond.

3. Life Cycle of a Nonprofit – Part 1: Starting a PA Nonprofit/501(c)(3) Charitable Organization
Albert N. Antonelli, Sharon Greelish Cody and Kayci D. Petenko
A Pennsylvania charity may take various corporate forms, the most popular of which is a nonprofit corporation. In Part 1 you will learn about the various entity options, the process, and the paperwork for forming a nonprofit organization at the state level. We will then describe the benefits and burdens of qualifying for recognition as a federally tax exempt charitable organization that is described under Section 501(c)(3) of the Internal Revenue Code. Finally, we will discuss the various subcategories of Section 501(c)(3) entities, the requirements for qualifying as a public charity, and provide an introduction to the Internal Revenue Service’s application for recognition of exemption under Section 501(c)(3).

11:20 – 11:30 am 
Break

11:30 am – 12:30 pm
4. Giving Is Good: How the Right Philanthropic Vehicle Can Maximize Charitable Support and Minimize Taxes (Simulcast)
Gil A. Nusbaum
Choosing a charitable giving vehicle is important – if you don’t understand the important features and benefits of each, both the donors and the nonprofits they support could be leaving money on the table. Learn when and how to use different giving vehicles like, CRATs, CRUTs, donor-advised funds and private foundations, and when multiple vehicles can work in tandem. Learn about issues that can arise when using charitable giving vehicles and what to look for before they become a problem.

5. Life Cycle of a Nonprofit – Part 2: Maintaining a Charitable Organization
Albert N. Antonelli, Sharon Greelish Cody and Kayci D. Petenko
In Part 2 we will describe the basis of maintaining the good standing and tax-exemption of your Pennsylvania nonprofit organization. We will describe the basic requirements for registering to fundraise and qualifying for sales or property tax exemptions in the Commonwealth of Pennsylvania. We will also include a broad overview of potential unrelated business income tax pitfalls for a public charity and a discussion on the Form 990 series annual filing requirements for the various types of Section 501(c)(3) organizations.

6. Taking a Stand on Diversity, Equity and Inclusion in Nonprofits…Even When Things Get Wobbly
Ifeoma Aduba, Anne Gingerich and Sidney R. Hargro
In 2017, Building Movement Project released its report, Race to Lead: Confronting the Nonprofit Racial Leadership Gap. Research revealed a persistent gap in racial leadership, with the percentage of people of color in the executive director/CEO role remaining under 20% for the last 15 years. What conditions need to be in place to truly take a needle-shifting stand on diversity, equity, and inclusion? What is the role of boards, and what will it take to enhance diversity at the board level? What opportunities exist to incorporate diversity into organizational bylaws? Join this panel for an interactive discussion about what becomes possible when organizations take a stand on diversity, equity, and inclusion and struggle to determine what it means to walk the talk of our values as we advance our missions.

12:30 – 1:10 pm 
Lunch for all

1:10 – 2:10 pm
7. Corporate Governance for Nonprofit Organizations (Simulcast)
Morgen Cheshire, Noel A. Fleming, Jack Owen and Mark A. Pacella
Nonprofit Directors are responsible for many things including determining their organization's mission and purpose, developing long-term and short-term strategies to pursue that mission, supporting and evaluating their executive director, and, in many cases, fundraising. We will explore the legal landscape underpinning the Board's role, identifying best practices, policies and procedures that are designed to better ensure that nonprofit Directors satisfy their fiduciary duties in a manner that supports and furthers their organization’s mission and purpose.

8. Qualified Opportunity Zones
Marla K. Conley, Andrew Frishkoff and Nawal K. Maalouf
Qualified Opportunity Zones (“QOZs”) and Qualified Opportunity Funds (“QOF”) are part of a newly created tax incentive under the Tax Cuts & Jobs Act enacted in December 2017. Investment in a QOF benefits the taxpayer by resulting in a potential deferral, reduction, or complete avoidance of tax on capital gains relating to that investment and may even be combined with existing tax credits. We will explore the rules and qualifications of QOZs and QOFs while explaining the benefits of this new opportunity to the nonprofit community.

2:10 – 2:20 pm 
Break

2:20 – 3:20 pm
9. Enterprise Risk Management: Initiating a Practical Program by Applying Risk Factors (Simulcast)
John McLaughlin
Senior executives and board members continue to indicate risk management is a high priority. But why do so many organizations struggle to institute an effective Enterprise Risk Management (ERM) program? And why has the nonprofit sector continued to lag in establishing a useful ERM program? The answer lies in a combination of practicality and cost. Mr. McLaughlin will share his experience in establishing effective and practical ERM programs in a variety of business sectors, especially for nonprofits, by apply risk factors and describing several approaches. 

10. Anatomy of an IRS Audit
Steven M. Glueck
Start to finish – learn how entities may be selected for an IRS audit, the different types and stages of an audits, what to expect and how to prepare, plus review the rights of taxpayers in an audit and discover the key factors in how to avoid an audit.

3:20 – 3:30 pm 
Break

3:30 – 4:30 pm
11. Charities Behaving Badly – What Happens When Directors, Officers, and Their Lawyers Don’t Do the Right Thing? (ETHICS) (Simulcast)
Hon. Renée Cardwell Hughes, Donald W. Kramer, Laura N. Solomon and Heather J. Vance-Rittman
We will discuss some case studies – one involving a private foundation; one a corporate foundation, the other one where the lawyer breached her attorney-client privilege and communicated with the AG’s Office. We’ll explore conflicts of interest, breaches of fiduciary duties and attorney ethics.

12. Privacy and Data Security for Nonprofits
Sara M. Goldstein and Jaime B. Petenko
With cyberthreats multiplying and the privacy landscape becoming increasingly complex, nonprofits need to be aware of their legal obligations to the personal data that they collect and use. We will give an overview of the data protection obligations that apply to nonprofits, including the General Data Protection Regulation (GDPR) and HIPAA, as well as the applicability of the various proposed state consumer privacy laws. We’ll also cover cybersecurity threats and vulnerabilities that nonprofits face. For both privacy and cybersecurity, we will present practical measures and proactive steps that nonprofits can take to better protect personal data, meet legal and ethical obligations and reduce risk.

Cosponsored with the Charitable Organizations Committee of the Pennsylvania Bar Association

Don’t miss this opportunity
It’s a MUST ATTEND for anyone involved in the nonprofit sector.

Here’s what your colleagues found valuable last year:

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 bring back to my nonprofit

 

All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.


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PBI reserves the right to substitute speakers at all programs.
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