• On-Demand Video

Nonprofit 2022

Serving on a Nonprofit Board: Basics and Ethical Responsibilities

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On-Demand Video

---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00


Introduction to Serving on a Nonprofit Board

This CLE will explore the role of a Board of Directors and the laws governing nonprofits. The program will provide training on the basics of nonprofit board service, including charitable issues raised under state and federal laws for current board members. Some topics covered will include:

  • Proper due diligence: what questions to ask and documents to request before joining
  • Understanding your role as a board member 
  • Board member fiduciary duties 
  • Board member limited liability, D&O insurance, and indemnification

Basic Nonprofit Financial Information

  • Key elements to understanding nonprofit financial statements
  • Enterprise risk management at the Board of Directors level
  • Form 990 items to know how your nonprofit answered

Ethics of Serving on a Nonprofit Board

  • Serving as legal counsel and a director
  • Duties and limitations in the role of the attorney on a nonprofit board according to rules of professional conduct
  • Conflicts of interest 
  • Other ethical issues that may arise in the course of Board service

All attendees will receive the course materials as a digital book.

Recorded in April 2022.


Practice Areas


Jeffery A. Dailey Esq. Dailey LLP (Phila)
Noel A. Fleming Esq. Fleming Petenko Law
Bill Loughery CliftonLarsonAllen LLP
Kayci D. Petenko Esq. Fleming Petenko Law
Gina M. Ragone Esq. Fleming Petenko Law
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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