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.

 
 
CLE Accredited Live Webinar (for Attorneys Only): Building Partnerships - Mergers and Strategic Alliances
February 27, 2015 - 12:00 PM to 1:00 PM
back to top
This webinar will prepare attorneys to work with nonprofits needing sophisticated assistance and guidance in creating strategic alliances with other nonprofit and for-profit entities. Topics covered will include mergers, consolidations and other strategic alliances. For attorneys interested in working on nonprofit M&A.

CLE Credit: This course has been approved in accordance with the requirements of the NYS CLE Board for a maximum of 1.0 CLE credit hours, of which 1.0 credit hours can be applied towards the professional practice requirement.

Payment Options: This program is free for all current volunteers with Lawyers Alliance for New York. It is $50 for all other attorneys. Full or partial scholarships are available based on need.

Registration: All current volunteers should register by emailing their name and preferred email for contact to CLEregistrar15@lawyersalliance.org. All others may register online by using the button below.

Instructor: Elizabeth Perez, Senior Staff Attorney

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. This webinar course is appropriate for non-transitional credit for experienced attorneys only.

 
CLE Accredited Webinar (for Attorneys Only): Related Party Transactions and Conflicts of Interest
March 25, 2015 - 12:00 PM to 1:00 PM
back to top
This webinar will address federal and state law governing interested party transactions. It will include discussion of how boards should evaluate interested party transactions and develop policies governing disclosure and review of interested party transactions. For attorneys interested in board governance and the NPRA.

CLE Credit: This course has been approved in accordance with the requirements of the NYS CLE Board for a maximum of 1.0 CLE credit hours, of which 1.0 credit hours can be applied towards the skills requirement.

Payment Options: This program is free for all current volunteers with Lawyers Alliance for New York. It is $50 for all other attorneys. Full or partial scholarships are available based on need.

Registration: All current volunteers should register by emailing their name and preferred email for contact to CLEregistrar15@lawyersalliance.org. All others may register online by using the button below.

Instructor: Linda S. Manley, Legal Director

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. This webinar course is appropriate for non-transitional credit for experienced attorneys only.

 
Webinar for Wise Nonprofits: Leasing Space: Negotiating Lease Agreements and Lease Modifications
April 16, 2015 - 12:00 PM to 1:00 PM
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.

Instructor: Hedwig O'Hara, Senior Staff Attorney

 
Webinars for Wise Nonprofits: Good Governance: Developing a Conflicts of Interest Policy
March 18, 2015 - 12:00 PM to 1:00 PM
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.

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

 
Webinars for Wise Nonprofits: Bylaws that Work: Creating and Amending Bylaws
June 17, 2015 - 12:00 PM to 1:00 PM
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.

Instructor: Elizabeth M. Guggenheimer, Deputy Executive Director

 
Webinars for Wise Nonprofits: Careful Lobbying Compliance: Keeping Track of the Required Reports and Restrictions on Lobbyists' Activities
February 24, 2015 - 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 who invite elected officials to conferences or fundraising dinners must comply with the ban on gifts to public servants. Those who 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.

Instructor: Laura Abel, Senior Policy Counsel

 
Webinars for Wise Nonprofits: Classifying Your Workers: Who Really Is an Independent Contractor?
February 18, 2015 - 12:00 PM to 1:00 PM
back to top
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. For senior management and human resources professionals.

Instructor: Judith Moldover, Senior Staff Attorney

 
Webinars for Wise Nonprofits: Replicating Charter Schools: State Law, Authorizer Rules, and Best Practices
June 3, 2015 - 12:00 PM to 1:00 PM
back to top
Charter schools may be replicated in a number of different ways: the addition of a new school to an existing charter, the merger or consolidation of existing charter schools, the initial grant of a charter for a multi-school network, or the initial grant of a charter for multiple sites for existing or new schools. This webinar will provide information for New York charter schools that seek to replicate by (i) explaining various methods of charter school replication, (ii) summarizing the relevant provisions of the New York Charter Schools Act, as amended, Article 9 of the New York Not for Profit Corporation Law and other related laws, (iii) discussing authorizer requirements and procedures with respect to replication, and (iv) providing insight into legal and practical considerations prior to charter school replication and best practices during the charter school replication process. For charter school management professionals and board members.

Instructor: Nicole Cuttino, Staff Attorney

 
Webinars for Wise Nonprofits: Using Social Media: A Guide for the Smart Employer
March 24, 2015 - 12:00 PM to 1:00 PM
back to top
Social media contains a treasure trove of information about an organization's applicants and employees. Nonprofit employers often use the Internet to learn the real truth about an applicant's work history, and check social media to see what current employees are really thinking. But legally speaking, can they? Should they? When does a social media policy help employers stay legally compliant - and when does a social media policy actually create legal risk for employers? This webinar will answer these questions and more about one of the most dynamic areas in employment law. For nonprofit managers and human resources professionals.

Instructor: Judith Moldover, Senior Staff Attorney

 
Webinars for Wise Nonprofits: Joint Ventures in Housing Development: You Need a Money Partner
March 26, 2015 - 12:00 PM to 1:00 PM
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 Staff Attorney/Cleary Extern Adam Kinon and the General Counsel of Settlement Housing Fund, Lee Warshavsky 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, Adam Kinon, Cleary Extern, Staff Attorney, and Lee Warshavsky, General Counsel of Settlement Housing Fund

 
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.

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

 
Becoming a Nonprofit: Incorporation and Tax Exemption
March 3, 2015 - 9:30 AM to 11:30 AM
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. 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 10, 2015 - 9:30 AM to 11:30 AM
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. For those interested in forming a nonprofit organization in New York.

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

 
Becoming a Nonprofit: Incorporation and Tax Exemption - PM Session
April 9, 2015 - 6:00 PM to 8:00 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. For those interested in forming a nonprofit organization in New York.

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

 
Building Partnerships: Mergers and Strategic Alliances
February 4, 2015 - 9:30 AM to 12:30 PM
back to top
This workshop 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: Elizabeth Perez, Senior Staff Attorney

 
Compensating Nonprofit Executives: State Law, IRS Rules, and Best Practices
May 5, 2015 - 9:30 AM to 12:30 PM
back to top
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. For senior managers, human resources professionals, and board members.

Instructor: Sean Delany, Executive Director

 
Connecting Corporate Dollars to Your Cause: Sponsorships and Sales
April 22, 2015 - 9:30 AM to 12:30 PM
back to top
Corporate sponsorship offers exciting opportunities for businesses to be associated with charitable activities and for charities to raise additional revenue. Such relationships can take various forms and can be the proverbial "win-win". But corporate sponsorships also pose significant risks to the nonprofit. Through case studies, hypotheticals, and form documents, this workshop will examine the most common issues that nonprofits should address when entering into sponsorship (both special event and ongoing sponsorship) and cause-related marketing relationships with businesses. For development professionals and senior managers.

Instructor: Neil Stevenson, Senior Staff Attorney

 
Making the Volunteer Experience Work within the Law: Volunteers (and Interns!) without Tears
April 2, 2015 - 9:30 AM to 12:30 PM
back to top
Volunteers, when managed effectively, are a tremendous asset to a nonprofit organization. This workshop will focus on the use of background checks, volunteer agreements and codes of conduct, insurance issues, the payment of stipends to volunteers, and the latest legal developments protecting interns. For Board members, Senior Management, Managers of Volunteers, and Human Resources Professionals.

Instructor: Judith Moldover, Senior Staff Attorney

 
Raising Funds within the Rules: The Law of the Ask
February 11, 2015 - 9:30 AM to 12:30 PM
back to top
During a time of economic change, community-based nonprofits are under increasing pressure to diversify their funding sources to include government, private foundations, corporations, and individuals. Expanded ways of fundraising, including special events and the internet, have opened up innovative avenues to support their work. This workshop will provide an overview of the federal and state laws that apply to nonprofits that are fundraising in New York, including the documentation and disclosure rules imposed by the Internal Revenue Code, state charities registration and reporting, and the use of volunteer and paid fundraisers. For nonprofit managers, development professionals, and others involved in nonprofit fundraising.

Instructor: Nicole Cuttino, 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.
 
Social Enterprise for Nonprofits: Operating with Earned Revenue
March 4, 2015 - 9:30 AM to 12:30 PM
back to top
Social enterprises are often thought of as enterprises that operate as traditional businesses but also pursue charitable/social/non-profit-maximization goals. This workshop highlights the factors to be considered:

* when nonprofits (particularly 501(c)(3)s) anticipate generating significant earned revenue;

* in determining whether to operate such enterprises as "affiliated" for-profit or nonprofit entities;

* in selecting among the different types of legal entities in which "social enterprises" may be housed; and

* in examining several case studies that explore the effects that certain business activities may have on the tax-exempt status of nonprofits that choose to engage in earned-income activities.

For nonprofit managers and development professionals.

Instructor: Neil Stevenson, Senior Staff Attorney

 
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.

Instructor: Linda S. Manley, Legal Director