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Workshop Descriptions

Below is an alphabetical list of currently scheduled and frequently recurring workshops.

Click here to receive workshop announcements by email.

 
 
Developing a Conflicts of Interest Policy
April 22, 2014 - 12:00 PM to 1:00 PM
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A functional and up-to-date conflict of interest policy helps to protect your organization from unnecessary risk resulting from conflicts or the appearance of conflicts. Plus, the IRS Form 990 asks whether the filing organization has a written conflict of interest policy. Join us as we discuss what should be included in your organization's conflict of interest policy, how to apply your conflict of interest policy to real-life situations, and what to do if you realize correct conflict of interest procedures have not been used. This webinar is intended for nonprofit managers and board members.

Instructor: Linda S. Manley, Legal Director

 
Becoming a Nonprofit: Incorporation and Tax Exemption
June 10, 2014 - 9:30 AM to 11:30 AM
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Getting a new nonprofit organization off to the right start can mean the difference between success and failure. This workshop will go step-by-step through the process of incorporating in New York State and applying for federal tax exempt status. Attention will be given to the benefits and obligations of incorporation and tax-exempt status including reporting requirements, the role of board members, and the limitations on lobbying and political activities. For those interested in forming a nonprofit organization in New York.

Instructor: Kelsey Ripper, Equal Justice Works Fellow, sponsored by Sutherland Asbill & Brennan LLP

 
Becoming a Nonprofit: Incorporation and Tax Exemption - PM Session
April 24, 2014 - 6:00 PM to 8:00 PM
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Getting a new nonprofit organization off to the right start can mean the difference between success and failure. This workshop will go step-by-step through the process of incorporating in New York State and applying for federal tax exempt status. Attention will be given to the benefits and obligations of incorporation and tax-exempt status including reporting requirements, the role of board members, and the limitations on lobbying and political activities. For those interested in forming a nonprofit organization in New York.

Instructors: Elizabeth Perez, Senior Staff Attorney

and Kelsey Ripper, Equal Justice Works Fellow, sponsored by Sutherland Asbill & Brennan LLP

 
Building Partnerships: Mergers and Strategic Alliances
January 22, 2014 - 12:00 PM to 1:00 PM
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This webinar addresses the issues surrounding mergers, consolidations, and other strategic alliances. Topics include: the possible legal structures for types of strategic alliances between not-for-profit corporations; issues to be considered when determining the most advantageous legal structure of a strategic alliance; the process of conducting due diligence and negotiating a strategic alliance; and legal steps that must be taken in order to formally merge not-for-profit corporations. For management staff and board members.

Instructor: Linda S. Manley, Legal Director

 
Classifying Your Workers: Who Really Is an Independent Contractor?
May 22, 2014 - 12:00 PM to 1:00 PM
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Nonprofits that misclassify an employee as an independent contractor are at tremendous financial risk for back taxes, workers comp penalties, and other financial burdens as a result of noncompliance with federal, state, and local employment law, even if the individual in question insisted on being classified as an independent contractor. This webinar will explain who is and who is not an independent contractor; what employers need to do to establish a legitimate independent contractor relationship; and what to do if an individual has been misclassified. This webinar is for senior management and human resources professionals.

Instructor: Judith Moldover, Senior Staff Attorney

 
Compensating Nonprofit Executives: State Law, IRS Rules, and Best Practices
June 4, 2014 - 9:30 AM to 12:30 PM
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Executive Compensation and Related Party Transactions

Paying excessive management salaries or paying more than fair market value for goods or services provided by insiders is wasteful and can result in enforcement actions against the organization and the responsible individuals. This workshop will provide legal and practical information for nonprofit organizations that seek to set reasonable compensation for executive directors and other senior managers, enter into legitimate transactions with Board members and other insiders, and comply with the conflict of interest and related reporting requirements on federal Form 990. It also will summarize pending developments by New York State's Governor, Attorney General's office, and legislative committees to examine excessive compensation and administrative costs. This workshop in intended for senior managers, human resources professionals, and board members.

Instructor: Sean Delany, Executive Director

 
Generating Revenue for Your Community Arts Organization: Understanding Your Legal Obligations
June 11, 2014 - 12:00 PM to 1:00 PM
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Community arts organizations create revenue from performances, classes, and exhibition and sales. This webinar will help you understand the tax, conflicts of interest, and other legal obligations inherent in such unique activities, as well as the major legal issues surrounding fundraising and special events generally. For community arts organization managers and board members.

Instructor: Judith Moldover, Senior Staff Attorney

 
Getting Ready for Nonprofit Law Reform: An Overview of the Nonprofit Revitalization Act
May 13, 2014 - 12:00 PM to 1:00 PM
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It's here! Governor Cuomo has signed off on the first major overhaul of New York State's Not for Profit Corporation Law in forty years. The new law eases some regulatory burdens but also creates many specific obligations that should be met by the time the new law becomes effective on July 1, 2014. This webinar will give you a working knowledge of what the new act requires, and will focus on the changes in governance procedure and fiscal policies that your organization will need to make to come into compliance. For nonprofit leaders and board members.

Instructors: Linda S. Manley, Legal Director and Judith Moldover, Senior Staff Attorney

 
Joint Ventures in Housing Development: You Need a Money Partner
April 29, 2014 - 12:00 PM to 1:00 PM
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Putting together a housing project from start to finish in today's market requires upfront cash. Nonprofit affordable housing developers may find themselves unable to pull together the funds necessary to purchase a parcel or building for renovation and begin architectural work and land studies without working with a joint venture partner. This webinar will discuss what you should look for in your joint venture partner and how to work with your partner most efficiently. This webinar is for affordable housing developers, geared for executive directors, directors of housing and project managers.

Instructor: Hedwig O'Hara, Senior Staff Attorney

 
Making the Most of Election Season: Civic Engagement and Nonpartisan Advocacy within the Rules
May 21, 2014 - 9:30 AM to 11:30 AM
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With the 2014 midterm election season quickly approaching, nonprofit organizations need to consider how they can help educate and mobilize their communities without jeopardizing their tax exempt status. While 501(c)(3) organizations cannot participate in election season in a partisan manner, they can run voter registration and get out the vote campaigns, hold candidate forums, and produce voter guides, so long as they do so in a nonpartisan manner. This two-hour workshop will explain how to do all of that and more. It will also provide advice on how to respond when a candidate asks to use an organization's space or mailing lists, or invites himself to appear at an organization's event. This workshop is for nonprofit managers, advocates, and managers.

Instructor: Laura Abel, Senior Policy Counsel

 
Managing Minor Contacts and Information: Understanding Youth Privacy Laws and Best Practices
May 28, 2014 - 12:00 PM to 1:00 PM
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Many nonprofits that provide youth programming often interact with such youth directly, in person and online through email or social media, and collect or have access to sensitive information about their youth participants. This webinar will focus on child privacy issues and will include a general overview of relevant Federal and State laws governing the obligations of nonprofit organizations when collecting youth information and safeguarding that information. Best practices by nonprofits for the use, storage, and disclosure of youth information will be discussed. Common questions will be addressed, such as whether a nonprofit should have a privacy policy, and if so, what should be included, when are parental consents required and how should they be obtained, how long should youth information be stored, how to address sharing youth information with partnering organizations or subcontractors, and how to respond to information requests from law enforcement agencies, courts and other government entities. For nonprofit managers and youth program directors.

Instructor: Nicole Cuttino, Staff Attorney

 
Webinar Series: Building a Brand
April 8, 2014 - 12:00 PM to 1:00 PM
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This is a five-part series on the steps your organization can take to legally protect its trade name, copyright its materials and safe guard the security of its proprietary information.

For most nonprofits, their names, logos and material they distribute are an integral part of their brand and reputation. Plus their materials may be a valuable revenue source. In an increasingly electronic environment, the legal rules surrounding intellectual property can be confusing.

March 18, 2014 - Trademark and Trade Dress - the Basics.
April 8, 2014 - Building a Brand.
May 13, 2014 - Copyrights - What Your Nonprofit Needs to Know.
June 10, 2014 - Working Through the Internet.
July 8, 2014 - How to Protect Your Proprietary Information.

One of the first steps in educating the community about your organization is to create a recognizable brand that sets your organization apart from the crowd. This webinar will discuss how you take all the key elements-trademarks and trade dress-and create a brand that is distinctive, marketable and legally protected. We will discuss the legal issues involved in creating a brand, and common mistakes your organization needs to avoid that could impact the ability of your organization to protect its trademarks.

This course is designed for board members, executive directors and other nonprofit staff and volunteers responsible for marketing, communications and fundraising.

Presenters: David Cavanaugh, Partner, WilmerHale

Natalie Pous, Senior Associate, WilmerHale

Click here to register.

Click here to view full brochure.

 
Webinar Series: Copyrights - What your Nonprofit Needs to Know
May 13, 2014 - 12:00 PM to 1:00 PM
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This is a five-part series on the steps your organization can take to legally protect its trade name, copyright its materials and safe guard the security of its proprietary information.

For most nonprofits, their names, logos and material they distribute are an integral part of their brand and reputation. Plus their materials may be a valuable revenue source. In an increasingly electronic environment, the legal rules surrounding intellectual property can be confusing.

March 18, 2014 - Trademark and Trade Dress - the Basics.
April 8, 2014 - Building a Brand.
May 13, 2014 - Copyrights-What Your Nonprofit Needs to Know.
June 10, 2014 - Working Through the Internet.
July 8, 2014 - How to Protect Your Proprietary Information.

This session will discuss the law of copyrights. Everyday, you prepare written material—often at considerable cost to you. You have manuals, training resources, website content, as well as flyers, brochures and other material. Sometimes, your organization's employees create this material and other times you hire an independent contractor to assist you with this work. During the webinar, we will discuss who owns this material and how your organization can protect its interests. We will also discuss when and how your organization can use other peoples' material without getting into legal trouble yourself.

This course is designed for board members, executive directors and other nonprofit staff and volunteers responsible for marketing, communications and fundraising.

Presenter: Daniel Williams, Special Counsel, WilmerHale

Click here to register.

Click here to view full brochure.

 
Webinar Series: How to Protect Your Proprietary Information
July 8, 2014 - 12:00 PM to 1:00 PM
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This is a five-part series on the steps your organization can take to legally protect its trade name, copyright its materials and safe guard the security of its proprietary information.

For most nonprofits, their names, logos and material they distribute are an integral part of their brand and reputation. Plus their materials may be a valuable revenue source. In an increasingly electronic environment, the legal rules surrounding intellectual property can be confusing.

March 18, 2014 - Trademark and Trade Dress - the Basics.
April 8, 2014 - Building a Brand.
May 13, 2014 - Copyrights-What Your Nonprofit Needs to Know.
June 10, 2014 - Working Through the Internet.
July 8, 2014 - How to Protect Your Proprietary Information.

Trademarks and copyrights are only two of the ways that your organization can protect its important information. What about other information, like trade secrets, donor lists and other data, that you want to keep confidential? This webinar will discuss what options your organization has to protect its proprietary information.

This course is designed for board members, executive directors and other nonprofit staff and volunteers responsible for marketing, communications and fundraising.

Presenters: Heather Petruzzi, Senior Associate, WilmerHale
John LeBlanc, Senior Associate, WilmerHale

Click here to register.

Click here to view full brochure.

 
Webinar Series: Trademark and Trade Dress - The Basics
March 18, 2014 - 12:00 PM to 1:00 PM
back to top
This is a five-part series on the steps your organization can take to legally protect its trade name, copyright its materials and safe guard the security of its proprietary information.

For most nonprofits, their names, logos and material they distribute are an integral part of their brand and reputation. Plus their materials may be a valuable revenue source. In an increasingly electronic environment, the legal rules surrounding intellectual property can be confusing.

March 18, 2014 - Trademark and Trade Dress - the Basics.
April 8, 2014 - Building a Brand.
May 13, 2014 - Copyrights - What Your Nonprofit Needs to Know.
June 10, 2014 - Working Through the Internet.
July 8, 2014 - How to Protect Your Proprietary Information.

This webinar will teach nonprofits about the building blocks for creating an organizational identity. The webinar will focus on the basics of trademark law. What is a trademark? How can you protect your trademark and should you register it?

This session will also discuss trade dress-what it is, how you create it and why it is important.

This course is designed for board members, executive directors and other nonprofit staff and volunteers responsible for marketing, communications and fundraising.

Presenter: Michael J. Bevilacqua, Partner, WilmerHale

Click here to register.

Click here to view full brochure.

 
Webinar Series: Working Through the Internet
June 10, 2014 - 12:00 PM to 1:00 PM
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This is a five-part series on the steps your organization can take to legally protect its trade name, copyright its materials and safe guard the security of its proprietary information.

For most nonprofits, their names, logos and material they distribute are an integral part of their brand and reputation. Plus their materials may be a valuable revenue source. In an increasingly electronic environment, the legal rules surrounding intellectual property can be confusing.

March 18, 2014 - Trademark and Trade Dress - the Basics.
April 8, 2014 - Building a Brand.
May 13, 2014 - Copyrights-What Your Nonprofit Needs to Know.
June 10, 2014 - Working Through the Internet.
July 8, 2014 - How to Protect Your Proprietary Information.

The Internet has dramatically affected how we transmit and receive information. This webinar will discuss what impact the Internet has on your organization's legal rights, and how it affects your ability to protect your intellectual property both legally and practically. It will also discuss topics such as the new top level domain names and the legal ins and outs of developing a social media policy for your organization.

This course is designed for board members, executive directors and other nonprofit staff and volunteers responsible for marketing, communications and fundraising.

Presenter: Michael Smith, Senior Associate, WilmerHale

Click here to register.

Click here to view full brochure.

 
Working with Partners: How to Create Successful Legal Collaborations
June 18, 2014 - 12:00 PM to 1:00 PM
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Nonprofit organizations rely upon collaborations to enable them to deliver services they cannot deliver alone. By collaborating, groups are able to draw upon outside expertise, expand geographic reach, and tap otherwise unavailable resources. This workshop will address the legal issues associated with collaborations and back office consolidations including: different options for structuring collaborative relationships, the process of selecting a collaborative partner, and memorializing the agreement among collaborators. This workshop is intended for board members and senior managers.

Instructor: Linda S. Manley, Legal Director