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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.

 
 
Webinars for Wise Nonprofits: Good Governance: Developing a Conflicts of Interest Policy
Not Currently Scheduled
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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. For nonprofit managers and board members.

Instructor: Linda S. Manley, Legal Director

 
Webinars for Wise Nonprofits: Understanding DSRIP Master Services Agreements: Protecting Your Legal Interests
September 29, 2015 - 12:00 PM to 1:00 PM
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As New York State's Medicaid Redesign moves forward, Performing Provider Systems (PPS) are pressing community based providers to commit to their networks and participate in Delivery System Reform Incentive Payment (DSRIP) programs. DSRIP programs offer participants the opportunity to be part of a network working to improve health outcomes and to share in incentive payments from the State.

These newly forming networks are intended to engage a wide range of service providers, including those with limited backgrounds in the provision of traditional health care services. Additionally, participants are being asked to commit to being part of a PPS before all the details of how the relationship will work are known. This webinar will identify potential risks and rewards for participating in one or more DSRIP as well as explain standard Master Service Agreement terms, PPS governance structure and material terms.

Instructors: Linda S. Manley, Legal Director and Elizabeth Perez, Senior Staff Attorney

 
Webinars for Wise Nonprofits: Bylaws that Work: Creating and Amending Bylaws
Not Currently Scheduled
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Bylaws are the documents that guide an organization's decision-making processes. Too often, however, bylaws are overly complicated and hinder rather than encourage Board participation and oversight. Using case studies, hypotheticals, and form documents, this webinar will help participants to revise their organization's bylaws to promote good governance practices. For board members and senior managers.

Instructor: Elizabeth M. Guggenheimer, Deputy Executive Director

 
Webinars for Wise Nonprofits: Leasing Space: Negotiating Lease Agreements and Lease Modifications
October 15, 2015 - 12:00 PM to 1:00 PM
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Securing the right space, at the right price, is key to a nonprofit's success. This webinar will address the ins and outs of negotiating and understanding commercial leases. For Board members and nonprofit managers.

Instructor: Hedwig O'Hara, Senior Staff Attorney

 
Webinars for Wise Nonprofits: Joint Ventures in Housing Development: You Need a Money Partner
December 10, 2015 - 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. In this webinar using a case study approach, Senior Staff Attorney Hedwig O'Hara will describe four or five different joint venture arrangements and will lead a discussion with a guest co-presenter on the legal and business implications presented by each scenario. For affordable housing developers, geared for executive directors, directors of housing and project managers.

Instructors: Hedwig O'Hara, Senior Staff Attorney; Lauren Heller, Skadden Extern, Staff Attorney; and Guest Co-Presenter Lee Warshavsky, Assistant Director/General Counsel, Settlement Housing Fund

 
Strategic Legal Thinking Seminar: Building a Brand: How to Create an Identity for Your Nonprofit that Works and is Legally Protected
May 18, 2016 - 1:00 PM to 3:30 PM
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Lawyers Alliance is pleased to offer the following seminar in conjunction with Pfizer Inc, DLA Piper LLP (US), and the National Network of Business Law Pro Bono Programs

For most nonprofits, their names and logos are an integral part of their brand and reputation. In the age of cyber space, the rules surrounding your trademarks and brand are even more complex. This videoconference will discuss the building blocks for creating an organizational identity. It will focus on the basics of trademark law. What is a trademark and how do you protect the nonprofit’s name and logo? We will also discuss trade dress—what it is, how you create it and why it is important. Then we will talk about how you take all the key elements—trademarks and trade dress—and create a brand that is distinctive, marketable and legally protected. Finally, we will review common mistakes your organization needs to avoid that could impact the ability of your organization to protect its brand.

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

Note:
Click here for the full brochure and agenda.

Moderator: Elizabeth Perez, Legal Director, Lawyers Alliance for New York
Speakers: Andrew Deutsch, Partner, DLA Piper LLP (US); Tiffany Trunko, Global Head of Trademarks, Pfizer Inc; Liz Carey, Chief Affiliate Growth & Sustainability Officer, Dress for Success; David Kessler, Founding Director, Starfish

To register, please email: nfpseminar@lawyersalliance.org.

For those based outside of New York City who would like online access to this seminar, please send an email to walexander@lawyersalliance.org.

You must register no later than May 13, 2016.

 
Strategic Legal Thinking Seminar: Managing Volunteers - Understanding the Legal Impact
November 12, 2015 - 11:30 AM to 3:45 PM
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Every nonprofit relies heavily on the services of volunteers: Board members, tutors, mentors, little league coaches, office workers, committee members who organize the annual gala, and the people who serve coffee and donuts at your community events. But what are your legal responsibilities to your volunteers, and what are your potential liabilities because of actions taken by your volunteers?

This seminar will look at the legal differences between an employee and a volunteer and offer information to help nonprofits clarify the volunteer relationship. The seminar will discuss the legal issues involved in compensating a volunteer or reimbursing the volunteer's expenses--including whether such payments are subject to tax, how the nonprofit can avoid inadvertent problems under the wage and hour laws, and whether a volunteer can claim a tax deduction in connection with volunteering. It will also examine when a nonprofit can be held liable for a volunteer's actions, when a nonprofit may be liable to the volunteer, and ways to mitigate that liability.

This seminar is designed for executive directors, board members, human resource professionals, and volunteer managers.

Note:
Click here for the full brochure and agenda.

Presenters: Linda S. Manley, Legal Director, Lawyers Alliance for New York; Erin D'Angelo,Of Counsel, Labor and Employment Group, DLA Piper (LLP) US; Judith Moldover, Sr. Staff Attorney, Lawyers Alliance for New York; Regina Hopkins, Asst. Director, D.C. Bar Pro Bono Center; and Ali Hodin-Baier, Assoc. Executive Director for Programs, Volunteers, and Evaluation, DOROT

Lawyers Alliance is pleased to offer this seminar in conjunction with Pfizer, DLA Piper, and the National Network of Business Law Pro Bono Programs.

 
Webinars for Wise Nonprofits: Staying Within the Limits: NYS Executive Compensation Rules
Not Currently Scheduled
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Thanks to Executive Order 38, some nonprofits receiving NYS funding to provide social services are subject to a $199,000 cap on senior executive compensation, and limits on the proportion of state funding they may use for administrative expenses. Learn which nonprofits must comply with EO 38, which are subject to the compensation cap, when and how to seek a waiver, and what to do if current compensation arrangements are not compliant. For board members, senior management, and human resources professionals.

Instructors: Judith Moldover, Senior Staff Attorney and
Laura Abel, Senior Policy Counsel

 
Webinars for Wise Nonprofits: Creating Scholarship Programs: Legally Structuring a Lasting Educational Impact
May 3, 2016 - 12:00 PM to 1:00 PM
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Scholarships are an excellent way for nonprofits to support educational achievement in connection with their charitable purposes. Some nonprofits are established with the intention of managing a scholarship program, while other nonprofits develop a scholarship program after operating for several years as a natural extension of other program offerings. This webinar, designed for newly forming and existing public charities, will provide an overview of IRS rules and best practices to establish and administer a scholarship program, including the selection criteria for recipients, selecting a scholarship review committee, distributing funds, monitoring the use of funds, and a discussion of tax implications for both the recipient and the public charity.

Learning objective: Participants will understand how to structure and administer a scholarship program.

For nonprofit managers and Board members of public charities considering the creation of a scholarship program.

This webinar is designed specifically for public charities (not private foundations) and will not address applicable rules for donor advised funds.

Instructor: Elizabeth Perez, Legal Director and M. Faye Shin, Associate, Simpson Thacher & Bartlett LLP

 
Webinars for Wise Nonprofits: Serving on a Board of Directors: Your Legal Responsibilities
January 13, 2016 - 6:30 PM to 7:30 PM
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Directors agree to serve on nonprofit boards because they support the mission and work of an organization. However, service on a nonprofit board brings with it significant responsibilities. This webinar will address the role of nonprofit board members and how board members can provide proper oversight.

Learning objective: Participants will be able to identify the responsibilities of board members based upon the organization's governing documents and proactively support good corporate governance.

For newly elected members of Boards of Directors.

Instructor: Linda S. Manley, Legal Director

 
Becoming a Nonprofit: Incorporation and Tax Exemption
Not Currently Scheduled
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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
June 23, 2016 - 9:30 AM to 12:30 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.

Learning objective: Participants will be able to evaluate the decision to form a nonprofit corporation and apply for federal tax exemption based upon an understanding of state and federal law.

For those interested in forming a nonprofit organization in New York.

Instructor: Nicole Cuttino, Staff Attorney

 
Compensating Nonprofit Executives: State Law, IRS Rules, and Best Practices
May 25, 2016 - 9:30 AM to 12:30 PM
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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.

Learning objective: Participants will be able to establish procedures for setting reasonable compensation for executive staff based upon state and federal law.

For senior managers, human resources professionals, and Board members.

Instructor: Sean Delany, Executive Director

 
Getting People Work: Workforce Development Contracts and Collaborations
June 9, 2016 - 9:30 AM to 12:30 PM
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Community-based nonprofit organizations play a key role training and preparing the hard to employ for work. Through examination of case studies and form documents, this workshop will seek to identify some of the legal issues associated with some of the most promising current efforts in this field, including: employer engagement; educational integration; and sector-based employment training.

Learning objective: Participants will be able to evaluate collaborative opportunities against the risk these relationships pose so that the organization can participate in promising initiatives while implementing "best practices" around legal risk management in contracting.

For managers of nonprofit organizations that are involved in workforce development programs in New York City.

Instructor: Neil Stevenson, Senior Staff Attorney

 
How to Start a Nonprofit Business: A Practical Guide
May 3, 2016 - 4:00 PM to 7:30 PM
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Lawyers Alliance is pleased to join SCORE NYC to announce and present at this workshop

Exploring the business and legal side of nonprofits
Getting a new nonprofit organization off to the right start can mean the difference between success and failure. Nonprofits are companies with different missions and obligations than for-profits. Because of increased regulation of nonprofits, it is important that nonprofit managers understand the legal benefits and obligations of incorporation and tax-exemption. This workshop, led by experts on nonprofits, will take you step by step through a process of starting and running a successful nonprofit. It will delve into the business and legal aspects of launching a nonprofit, including legal obligations and differences in business approach.

At the end of the workshop, you will be able to:

  • Plan a nonprofit’s operations and funding, including the role of a fiscal sponsor
  • Solicit and account for funding: contracts, grants, and contributions
  • Evaluate choices in acquiring assets
  • Develop and manage solvency for the agency and each program
  • Report results to the board and funders
  • Understand the mechanics of incorporation and securing recognition of tax-exempt status
  • Understand the governance role of the board and its officers
  • Identify and manage legal nonprofit reporting requirements
  • Understand the limitations on lobbying and political activities

  • Who should attend?
    Individuals seriously considering starting their own nonprofit organization Prospective members of executive management (The Board of Directors, Executive Directors, CFO’s, Controllers and Program Directors) and prospective contributors

    Facilitator and Instructor: Harry Precourt
    Instructor: Neil Stevenson

    Workshop Fees
    Online registration $59, walk-ins $69

    To register, visit https://newyorkcity.score.org/localworkshops/how-start-nonprofit-business-practical-guide%C2%A0

     
    Making the Volunteer Experience Work within the Law: Volunteers (and Interns and Independent Contractors!) without Tears
    May 11, 2016 - 9:30 AM to 12:30 PM
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    Volunteers, when managed effectively, are a tremendous asset to a nonprofit organization. But volunteers must be managed carefully to ensure that they are an asset and not a liability.

    Learning objective: Participants will be able to structure valid volunteer and intern relationships using proper techniques for selecting and managing your volunteer workforce so as to reduce legal risk.

    For Board members, senior management, managers of volunteers, and human resources professionals.

    Instructor: Judith Moldover, Senior Staff Attorney

     
    New York City Police Department (NYPD) Interaction with Nonprofits: Understanding the Rights of the Nonprofit and Its Program Participants
    June 16, 2016 - 12:00 PM to 1:00 PM
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    Nonprofit organizations in New York City are occasionally visited by the NYPD with requests for information from the organization or its program participants, especially nonprofits that work closely with individuals that have been historically targeted by police on the basis of race, ethnicity, religion, national origin, gender, gender identity, sexual orientation, or age. Nonprofit managers and staff are faced with the delicate balance of maintaining a relationship with the NYPD and the desire to assist with an investigation, protecting the rights of the nonprofit and its program participants from unlawful inquiries, searches and seizures, and also maintaining the privacy of its participants and the trust of the community.

    This webinar will educate nonprofits on their rights and the privacy rights of their participants, with a discussion specifically on the rights of minors. Nonprofit managers and staff will be equipped to properly respond to requests from the police to provide information about program participants (including a participant’s whereabouts, personal information, or program-related information), respond to requests to search the premises, and to respond to subpoenas.

    Learning objective: Participants will understand how to properly respond to police inquiries on behalf of a nonprofit organization.

    For nonprofit managers and staff.

    Presenters: Beth Haroules, Senior Staff Attorney, New York Civil Liberties Union; Nicole Cuttino, Senior Staff Attorney, Lawyers Alliance for New York

     
    Role of the Board in Corporate Governance
    Not Currently Scheduled
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    The public expectations of accountability of nonprofit organizations are great, and nonprofit organizations must pay attention to their corporate governance procedures and structure to be effective. This workshop addresses the role of the Board of Directors in ensuring that a not-for-profit corporation's corporate governance is not only legally adequate, but also consistent with best practices. Specific topics will include fiduciary duties and obligations of directors under federal and state laws; measures that executive managers of nonprofits and their Boards can implement to ensure adequate corporate accountability, including compliance with the Better Business Bureau standards for charitable accountability; procedural aspects of running a Board of Directors; and the penalties that can be imposed by the IRS on nonprofit organizations and their managers for engaging in "excess benefit transactions." For nonprofit board members, executive directors, and senior managers.
     
    Stay Ahead of the Legal Curve: A Lawyers Alliance Continuing Legal Education Program - For Attorneys Only
    May 6, 2016 - 9:00 AM to 12:30 PM
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    Join Lawyers Alliance for our 2016 CLE to discuss current legal topics affecting New York City's nonprofit sector.

    Sessions:

    Crossing State Lines: Remote Employees, Expanding Programs, and the Challenges of Multistate Operations
    In the nonprofit sector today, very few organizations operate strictly within the borders of the state or jurisdiction in which they are based, but operating in multiple states presents a unique set of legal challenges. This session will cover solicitation of funds from donors in other states, both via the internet and by other means; ways to structure affiliate relationships and protect tax exempt status, obtaining authority to conduct programs in other states; and the legal implications of having employees based multiple states. NYS CLE credit: 1.0 credit can be applied towards the professional practice requirement.

    Nonprofit Election Year Challenges
    With the 2016 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, with good legal guidance they can run voter registration and get out the vote campaigns, hold candidate forums, and produce voter guides, if they do so in a nonpartisan manner. This training will cover applicable federal and state laws for tax exempt organizations engaged in political activities. NYS CLE credit: 1.0 credit can be applied towards the professional practice requirement.

    Ethical Issues in Pro Bono Representation
    This training will address the attorney-client relationship, conflicts of interest, and board service in the context of pro bono representation of nonprofit corporations. NYS CLE credit: 1.0 CLE credit can be applied towards the ethics requirement.

    Lawyers Alliance for New York has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education. These courses are appropriate for transitional and non-transitional credit for both newly admitted and experienced attorneys.

    Cost and Payment Options:
    Standard Rate: $150 per person
    All staff of nonprofits and current Lawyers Alliance volunteer attorneys with an active pro bono case are eligible for a special $75 rate.

    Full or partial scholarships are available based on need. Send an email to CLEregistrar16@lawyersalliance.org.

    To register at the full-price rate of $150.00, click Register Online below.

    To register at the volunteer or nonprofit rate of $75.00, visit our CLE page.

     
    Working with Partners: How to Create Successful Legal Collaborations
    Not Currently Scheduled
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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. For board members and senior managers.

    Instructor: Linda S. Manley, Legal Director

     
    Working with Your Board: Best Practices for Ensuring Good Governance
    March 1, 2016 - 9:30 AM to 12:30 PM
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    A well-functioning Board has a good understanding of its role in nonprofit governance and provides leadership, resources, and expertise to the management of the organization. This workshop will address the obligations and best practices for Board oversight and involvement in nonprofit governance. Topics will include what the staff should do to help Board members serve effectively in their roles, oversight of financial reporting and responsibilities, and tips to help ensure confident compliance with federal and state governance regulations.

    Learning objective: Participants will be able to develop strategies for engaging board members in the governance of the organization based upon their legal obligations in order to better achieve the organization’s mission.

    For management staff

    Instructor: Elizabeth Perez, Legal Director