Lawyers Alliance for New York
Calendar
All Workshops
Register Online
Register by Mail
or Fax
CLE Events


 

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: The New Overtime Rules: How Your Nonprofit Can Comply
Not Currently Scheduled
back to top
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.

 
Webinars for Wise Nonprofits: The New Overtime Rules: How Your Nonprofit Can Comply
Not Currently Scheduled
back to top
Due to overwhelming demand, we are offering this live webinar again, with the same content as our June 2 webinar.

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.

Instructor: Judith Moldover, Senior Staff Attorney

 
Webinars for Wise Nonprofits: Good Governance: Developing a Conflicts of Interest Policy
Not Currently Scheduled
back to top
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
back to top
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
back to top
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
back to top
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.
 
Webinars for Wise Nonprofits: Joint Ventures in Housing Development: You Need a Money Partner
Not Currently Scheduled
back to top
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.

 
Webinars for Wise Nonprofits: New York City Police Department (NYPD) Interaction with Nonprofits: Understanding the Rights of the Nonprofit and Its Program Participants
Not Currently Scheduled
back to top
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

 
Strategic Legal Thinking Seminar: The New Federal Overtime Rules: What Nonprofits Need to Know to Get Ready
November 9, 2016 - 12:00 PM to 3:00 PM
back to top
Lawyers Alliance for New York, in conjunction with the National Network of Business Law Pro Bono Providers, offers "The New Federal Overtime Rules: What Nonprofits Need to Know to Get Ready" as part of the Strategic Legal Thinking Seminar Series hosted by Pfizer and DLA Piper.

Representatives from Pfizer, DLA Piper and Lawyers Alliance will provide an overview of the differences between exempt/non-exempt workers, the changes in the rules, and common issues that nonprofits face. Event will be held live at Pfizer in New York City and shown online in certain other locations where DLA Piper has an office.

To register for a New York City spot, please send an e-mail by noon on Tuesday, November 1 to nfpseminar@lawyersalliance.org with your name, organization, and full contact information and put "November 9: The New Federal Overtime Rules" in the subject line.

 
Webinars for Wise Nonprofits: Staying Within the Limits: NYS Executive Compensation Rules
Not Currently Scheduled
back to top
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: Careful Lobbying Compliance (Advanced): Keeping Track of the Required Reports and Restrictions on Lobbyists' Activities
January 10, 2017 - 12:00 PM to 1:00 PM
back to top
Nonprofits that register as lobbyists in New York State or New York City because they use their own employees to lobby on behalf of the organization are expected to file the same reports, and adhere to the same code of conduct, as professional lobbying firms. They must register with and report to both NY State and NYC even if they only lobby in NYC, and even if their advocacy is aimed solely at city agencies, not the state legislature or City Council. Nonprofit lobbyists that invite elected officials to conferences or fundraising dinners must comply with the ban on gifts to public servants. Those that register with NY State must disclose board members' business relationships with state employees and elected officials. Employees registered with NYC must report on fundraising events they host for City Council candidates on their own time, and must abide by the City's code of ethics for lobbyists. This webinar will explain NY State and NYC's requirements for nonprofit organizations that register as lobbyists and will provide practical tips for complying with these often confusing rules.

Learning objective: Participants will be able to identify the obligations of a nonprofit organization registered as a lobbyist, and develop practical strategies to ensure compliance.

For nonprofit managers, organizers, and others involved in the day-to-day operation of not-for-profit tax-exempt organizations in New York.

Instructor: Laura Abel, Senior Policy Counsel

 
Webinars for Wise Nonprofits: Classifying Your Employees: Who's Who in the Office
October 19, 2016 - 12:00 PM to 1:00 PM
back to top
Nonprofits need to understand whether their workers are employees, independent contractors, volunteers, or interns. Nonprofits that misclassify an employee as an independent contractor are at tremendous financial risk for back taxes, workers' compensation 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 a nonprofit's obligations to each different type of worker, how to set up each type of relationship properly, and what to do if an individual has been misclassified.

Learning objective: Participants will learn how to differentiate among the different types of workers, and how to create legally compliant relationships with each.

For senior management and human resources professionals.

Instructor: Judith Moldover, Senior Staff Attorney

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

 
Webinars for Wise Nonprofits: Understanding the FOIL Process to Advance Your Advocacy Goals
September 13, 2016 - 12:00 PM to 1:00 PM
back to top
Effective advocacy requires hard facts and information. Nonprofits engaging in advocacy efforts need the right tools to gather that information. This webinar will discuss the Freedom of Information Law (FOIL) and how nonprofits can use FOIL to gather the critical information they need to be effective advocates. It will also discuss the government's obligation to notify the public about certain government proceedings and allow members of the public to attend.

Learning objective: Participants will understand how to draft a FOIL complaint and when they can obtain access to government proceedings under the Open Meetings Law.

For nonprofit managers, policy analysts, and organizers.

Instructor: Laura Abel, Senior Policy Counsel

 
Becoming a Nonprofit: Incorporation and Tax Exemption
June 23, 2016 - 9:30 AM to 12:30 PM
back to top
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.

Instructors: Elizabeth Perez, Legal Director; and Mary Burner, Staff Attorney

 
Becoming a Nonprofit: Incorporation and Tax Exemption
September 28, 2016 - 9:30 AM to 12:00 PM
back to top
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.

Instructors: Mary Burner, Staff Attorney; and Neil Stevenson, Senior Staff Attorney

 
Becoming a Nonprofit: Incorporation and Tax Exemption
December 13, 2016 - 9:30 AM to 12:00 PM
back to top
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.

Instructors: Mary Burner, Staff Attorney; and Elizabeth Perez, Legal Director

 
Collaborations: Linkages, Referrals, MOUs, RFPs, Contracts and Subcontracts
January 19, 2017 - 9:30 AM to 12:30 PM
back to top
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(s) among collaborators.

Learning objective: Participants will learn when and how to document your collaborative arrangements; and risk identification and management.

For board members and senior managers.

Instructor: Neil Stevenson, Senior Staff Attorney

 
Compensating Nonprofit Executives: State Law, IRS Rules, and Best Practices
Not Currently Scheduled
back to top
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.

 
Getting Ready for the Holiday Giving Season: Fundraising Law and Regulation
October 13, 2016 - 9:30 AM to 12:30 PM
back to top
As charities seek to attract and retain donors to support their programs, they operate within a legal framework that offers challenges and opportunities. Community-based and other nonprofits are under pressure to diversify their funding sources to include a range of private foundations, corporations, government and individual funders. Expanded ways of fundraising, including online communications and special events, have opened up innovative avenues to support fundraising efforts. This in person workshop will provide an overview of the federal and state laws that apply to nonprofits that are fundraising in New York, including documentation and disclosure rules imposed by the Internal Revenue Code, state charities registration and reporting, the use of volunteer and paid fundraisers, and steps to avoid deceptive solicitation.

Learning objective: Participants will be able to recognize, and adhere to, funding regulations so as to better support the organization's fundraising activities.

For nonprofit managers, development staff, and others involved in nonprofit fundraising.

Instructors: Elizabeth M. Guggenheimer, Deputy Executive Director/Director of Institutional Advancement

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

Making Your Voice Heard: Lobbying Within Limits
December 1, 2016 - 9:30 AM to 12:30 PM
back to top
Increasingly, nonprofit groups understand that the success of their missions may require them to engage in legislative advocacy. This workshop focuses on the rules that govern lobbying by nonprofits. It will identify the federal limits on the amount of lobbying nonprofits can undertake, and the federal, state, and local laws requiring the disclosure of lobbying activity. It addresses advocacy concerning legislative, budgeting, and agency rule-making processes. The workshop also explains the lobbying laws that apply to procurement of contract funding from New York City and New York State -- essential information for any nonprofit that relies on government funding to do its work.

Learning objective: Participants will be able to evaluate how much lobbying their organization can do, whether their organization must register as a lobbyist, and how to report lobbying activity, based on an understanding of federal tax law and federal, state, and local lobbying disclosure laws.

For nonprofit managers, organizers, and others involved in the day-to-day operation of not-for-profit tax-exempt organizations.

Instructor: Laura Abel, Senior Policy Counsel

 
Managing Your Workforce: Practical Employment Law
September 20, 2016 - 9:30 AM to 12:30 PM
back to top
A nonprofit's most important resource is its "human capital," but managing employees with legal compliance and sensitivity in an era of renewed government regulation can seem overwhelming. Compliance starts with recognizing legal trouble spots, including new and updated laws such as New York City's background check laws. This training will help by giving you an overview of major human resources concepts and their legal underpinnings, from the moment a candidate is interviewed to the moment employment ends.

Learning objective: Participants will gain a working knowledge of legal risk inherent in typical employment situations such as hiring and termination, as well as strategies for reducing risk by being legally compliant.

For board members, senior management, and human resources professionals, as an orientation for those who are new to the field and a refresher for more experienced practitioners.

Instructor: Judith Moldover, Senior Staff Attorney

 
Protecting All of Your Employees from Harassment and Retaliation
December 6, 2016 - 9:30 AM to 12:30 PM
back to top
The number of harassment and retaliation claims continues to rise, putting nonprofits at tremendous monetary and reputational risk. Participants in this interactive seminar will learn the one thing employers confronted with a harassment complaint must never do; the legal definitions of harassment and retaliation; and effective ways to avoid or limit liability. Participants will also have the opportunity to consider actual judgments and gain insight into how employers fare when defending these lawsuits. This workshop will also cover the latest developments in workplace protections for transgender employees.

Learning objective: Participants will come away with a greater understanding of the legal definition of harassment and their obligations as employers to prevent and remedy harassment, as well as an understanding of an employer's obligations toward transgender employees.

For board members, senior management, and human resources professionals.

Instructor: Judith Moldover, Senior Staff Attorney

 
Role of the Board in Corporate Governance
Not Currently Scheduled
back to top
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.

 
Roundtable: The Art of the Joint Venture Agreement
October 27, 2016 - 9:30 AM to 12:30 PM
back to top
In this roundtable discussion led by Hedy O’Hara, nonprofit housing developers will have an opportunity to discuss in depth the terms in the joint venture agreement with a for-profit developer. In a roundtable setting, there will be an opportunity to share experiences and to discuss the concerns you and your board might have about entering into a joint venture or about existing joint venture arrangements. The group size will be small and priority will be given to those who attended the June 1, 2016 workshop on “Understanding your Limited Liability Company Agreement”.

Learning objective: Participants will have an opportunity to gain insight from other nonprofits into how various joint venture arrangements have worked and the pitfalls to be avoided. Participants will know how to look at the key joint venture agreement provisions regarding percentage fee splits, guaranties, responsibilities and major decisions (among others) and will receive specific ideas on how to negotiate and modify a draft agreement.

For employees in affordable housing nonprofits including executive staff, directors of housing, and project managers.

Instructor: Hedwig O'Hara, Senior Staff Attorney

 
Structuring a Successful Business Venture: The Nonprofit's Perspective
October 5, 2016 - 9:30 AM to 12:30 PM
back to top
Nonprofits/social enterprises that operate in many ways as traditional businesses but also pursue charitable/social/non-profit maximization goals often face issues surrounding launching business ventures and generating earned revenue. Business ventures and other revenue-generating activity offer nonprofits a chance to promote job development, encourage neighborhood revitalization, and create new revenue streams to support their work. This workshop will focus on the legal issues to be considered in undertaking and operating such activities (including the problems posed by the "commerciality" doctrine and the public support test), and examine different legal structures through which nonprofit organizations, as social enterprises, can participate in such activities.

Learning objective: Participants will understand earned-revenue issues for 501(c)(3) public charities; and structuring options for earned-revenue streams.

For nonprofit managers, board members, and development professionals of organizations considering a business venture or currently engaged in a fee for service activity.

Instructor: Neil Stevenson, Senior Staff Attorney

 
The Art of Affordable Office Space
November 3, 2016 - 9:30 AM to 11:30 AM
back to top
Transwestern's nonprofit experts will present some effective strategies for nonprofits to keep their occupancy budgets in alignment with their mission including workplace strategy, nonprofit friendly buildings, and advanced deal structuring tactics. Hedy O’Hara will add insight on how to use these strategies when negotiating lease terms.

Learning objective: Participants will learn new ways to envision their workspace while maximizing office space and improving functionality. Attendees will get tips on how to structure their leases including advice on negotiating lease terms that will provide them with the ability to avoid hidden costs, and to monitor and audit cost increases.

For managers of nonprofits in the market for new space or in the process of reimagining, renovating, or restructuring space in their current location. Nonprofits interested in creative ways to think about workplace settings.

Instructors: Hedwig O'Hara, Senior Staff Attorney; Stephen Powers, Senior Vice President, Leader New York Nonprofit Practice, Transwestern; and Lindsay Ornstein, Partner, Transwestern

 
Understanding Your Limited Liability Company Agreement: An Overview of Business Entities and Joint Venture Terms
Not Currently Scheduled
back to top
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.

 
Working with Partners: How to Create Successful Legal Collaborations
Not Currently Scheduled
back to top
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
back to top
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.