Description
Total Credits: 7.5 (Professional Practice 7.0, Ethics 0.5)
This program offers a comprehensive selection of topics critical to not-for-profit practitioners including formation, tax, board governance, fundraising and fiscal management. The program is designed for both lawyers new to the area and for more experienced practitioners with topics ranging from the basics to current hot topics including lobbying, advocacy and crowd funding. Representatives from the New York Attorney General’s Charities Bureau will present on the role of the Attorney General.
Overall Planning Chair:
Marion Hancock Fish, Esq., Hancock Estabrook, LLP, Syracuse
David Goldstein, Esq., Certilman Balin Adler & Hyman, LLP
Speakers:
Mary M. Miner, Esq., Hancock Estabrook, LLP, SyracuseCarrie J. Pollak, Esq., Hancock Estabrook, LLP, Ithaca
Michael A. de Freitas, Esq., William C. Moran & Associates, P.C., Williamsville
Joshua E. Gewolb, Esq., Harter Secrest & Emery, LLP, Rochester
Kenneth R. Cerini, CPA, Cerini & Associates, LLP, Bohemia
David Trimner, CliftonLarsonAllen, Arlington, VA
Tricia Katebini, CliftonLarsonAllen, Timonium, MD
David Goldstein, Esq., Certilman Balin Adler & Hyman, LLP, East Meadow,
Frederick G. Attea, Esq., Phillips Lytle, LLP, Buffalo
James G. Sheehan, Esq., Charities Bureau Chief, Charities Bureau, Office of the Attorney General, Albany
Karin Kunstler Goldman, Esq., Deputy Bureau Chief, Charities Bureau, Office of the Attorney General The Capitol, Albany
Donna Cole-Paul, Esq., Chief of Transactions Section, Charities Bureau, Office of the Attorney General The Capitol, Albany
Michael J. Cooney, Esq., Nixon Peabody, LLP, New York
Keith McCafferty, Hancock Estabrook, LLP, Ithaca
Materials
| 2ProceduresforFormingChanging (3.2 MB) | Available after Purchase | ||
| 3FederalandNYTaxFilingsandCommonSignificantTaxIssues (968.9 KB) | Available after Purchase | ||
| 4CeriniNonProfitAccounting (698.9 KB) | Available after Purchase | ||
| 5TrimnerKatebiniLobbyingandPolitics (3.6 MB) | Available after Purchase | ||
| 6GoldsteinPPTBoardFunctions (592.4 KB) | Available after Purchase | ||
| 7RightfromtheStartResponsibilities (667.5 KB) | Available after Purchase | ||
| 8InternalControlsandFinancial (561.2 KB) | Available after Purchase | ||
| 9LinktotheCommitteetoSave (493.6 KB) | Available after Purchase | ||
| 10SheehanAttorneyGeneralCharities (713.3 KB) | Available after Purchase | ||
| 11Cooney (547.9 KB) | Available after Purchase | ||
| bIOS (11.1 MB) | Available after Purchase | ||