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Workshop Descriptions

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

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Webinars for Wise Nonprofits: The New Overtime Rules: How Your Nonprofit Can Comply
June 2, 2016 - 12:00 PM to 1:30 PM
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After months of speculation, the Federal Department of Labor announced its final rule on overtime exemptions on May 18. Brief as it is, the rule is expected to result in the reclassification of thousands of currently exempt employees as “non-exempt”, which means that they will now be eligible for overtime. Nonprofit employers, almost without exception, are subject to the new rule.

Learning Objectives: Participants will be able to determine which employees are eligible for overtime under the new legal requirements; and understand options and best practices for reclassifying employees, the types of overtime exemptions, and what hours and compensation must be considered in calculating overtime.

For Senior Management, HR executives, and payroll administrators.

Instructors: Judith Moldover, Senior Staff Attorney; and Eric Hoffman, Counsel, Sidley Austin LLP

 
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.

 
Webinars for Wise Nonprofits: Understanding DSRIP Master Services Agreements: Protecting Your Legal Interests
Not Currently Scheduled
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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.

 
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.

 
Webinars for Wise Nonprofits: Leasing Space: Negotiating Lease Agreements and Lease Modifications
Not Currently Scheduled
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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
Not Currently Scheduled
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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

 
Webinars for Wise Nonprofits: 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

 
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.

 
Webinars for Wise Nonprofits: Creating Scholarship Programs: Legally Structuring a Lasting Educational Impact
Not Currently Scheduled
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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.

 
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
Not Currently Scheduled
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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

 
Making the Volunteer Experience Work within the Law: Volunteers (and Interns and Independent Contractors!) without Tears
Not Currently Scheduled
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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

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.

 
Understanding Your Limited Liability Company Agreement: An Overview of Business Entities and Joint Venture Terms
June 1, 2016 - 9:30 AM to 11:30 AM
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When a nonprofit prepares to launch a new project, whether it is a housing development or a business venture, it may need a partner to provide skills, cash or other assets. When a business partner is brought in, you may need to form a new entity. Guest presenters Steven Rudgayzer and Candice Pueschel of Fried Frank will explain the different types of business entities, explore the pros and cons of the various forms, and delve into the key terms of a joint venture agreement for the most popular form of entity, the limited liability company. Following their presentation Lawyers Alliance staff attorneys Neil Stevenson and Hedwig O’Hara will discuss the issues presented when a nonprofit enters into a joint venture agreement in the context of an economic development project and an affordable housing development, respectively.

Learning Objective: Participants will learn about different business structures and the benefits of using the limited liability company structure. In addition participants will gain insights on how to negotiate key terms in an LLC operating agreement, ultimately providing their organization with the ability to garner greater strength through valuable alliances.

For affordable housing developers, economic development organizations, geared for executive directors, directors of housing and project managers.

Guest Speakers: Steven Rudgayzer, Partner at Fried, Frank, Harris, Shriver & Jacobson LLP; and Candice Pueschel, Associate at Fried, Frank, Harris, Shriver & Jacobson LLP

Lawyers Alliance staff: Hedwig O'Hara, Senior Staff Attorney; and Neil Stevenson, Senior Staff Attorney

 
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.

 
Working with Your Board: Best Practices for Ensuring Good Governance
Not Currently Scheduled
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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.