27th Annual Institute on Advising Nonprofit Organizations in Colorado - Webcast

May 2018
27th Annual Institute on Advising Nonprofit Organizations in Colorado
Co-sponsored by the Business and Taxation Law Sections of the CBA, the Colorado Nonprofit Association, and the Colorado Society of Association Executives
Program Description:
The 27th Annual Institute takes a deeper dive into a variety of nonprofit legal issues. Your day starts out with learning how the largest tax reform since 1986, the Tax Cuts and Jobs Act of 2017, impacts nonprofit organizations. Immediately following, hear a CPA’s perspective on areas of focus for boards and exempt organizations with Form 990 disclosures. Those of you who sit on nonprofit Boards will want to take detailed notes during the ethics presentation, which wraps up the morning sessions. The lunchtime and afternoon presenters will walk you through immigration issues, member rights, board responsibilities and M&A for nonprofits, and include recent developments in their discussions.
Take Advantage of These Two Opportunities to Acquire, and Brush Up and Polish, Your Nonprofit Law Knowledge and Skills —  Register Now!
 Institute Highlights Include:
- The Impact of the Tax Cuts and Jobs Act of 2017 on Tax Exempt Organizations
- Ethical Issues for Lawyers Sitting on Nonprofit Boards
- Top Five Areas of Focus for Boards and Exempt Organizations with Form 990 Disclosure from a CPA Perspective
- Tips for Surviving the Complexity and Heightened Scrutiny of Management and Fiduciary Practices in Such Areas as Lobbying and Political Activities, Member Rights, Board Responsibilities, Mergers and Acquisitions, and Immigration  
Who should Attend:
- Attorneys Who Represent Nonprofit Organizations
- Key Representatives of Nonprofit Organizations, Including Board Members, Executive Directors, Chief Financial Officers, and Accountants
- Representatives of Governmental Agencies
- Attorneys and Other Professionals Who Want an Update on Important Nonprofit Law Issues

8:30 a.m.
Registration & Continental Breakfast
8:55 a.m.
Welcoming Remarks and Introduction of Institute Morning Moderator
John R. Valentine, Esq., Davis Graham & Stubbs LLP, Denver, Colorado
9:00 – 9:50 a.m.
Annual Tax Update
In December 2017, Congress passed the largest piece of tax reform since 1986. This presentation will cover the impact of the Tax Cuts and Jobs Act of 2017 on tax-exempt organizations, as well as recent key legal developments important to tax-exempt organizations.
Presented by: Cara Lawrence, Esq., Tierney Lawrence LLC, Denver, Colorado
9:50 – 10:40 a.m.
Top Five Areas of Focus for Boards and Exempt Organizations with Form 990 Disclosures
The Form 990 is not just about the numbers; the other disclosures on the Form are equally, if not more, important when viewed from a donor, governance and operational perspective. This session will address five areas that should be reviewed with extra scrutiny by organizations, including compensation, governance, and the public support test calculation.
Presented by: Kimberly Ryan, JD, CPA, LL.M, Tax Partner, Vice-Chair, Not-for-Profit Services Group,
RubinBrown LLP, Denver, Colorado
10:40 – 10:55 a.m.
Networking Break
10:55 – 11:45 a.m.
Ethical Issues for Lawyers Sitting on Nonprofit Boards
Lawyers are invited to join the boards of nonprofit organizations for a variety of reasons, the best of which relate to the judgment and analytical and communication skills lawyers may bring to bear. Service on nonprofit boards, however, often presents lawyers with irresistible opportunities to exercise their legal training, with potential ethical implications. This presentation will review the most troublesome of these ethical considerations, including issues related to whether serving as a director may create a lawyer-client relationship, present conflicts of interest or raise concerns regarding competence.
Presented by: Nancy L. Cohen, Esq., Lewis Brisbois Bisgaard & Smith LLP, Denver, Colorado
11:45 a.m. – 12 noon
Interactive Discussion, Questions and Answers, and Wrap Up
Members of the Faculty
12:00 noon – 12:10 p.m.
Box Lunches Distributed; Return to Classroom for Luncheon Presentation
(Lunch Included in Registration Fee)
12:10 p.m. – 1:00 p.m.
Charitable Organizations and Immigration Law
Immigration law is frequently in the news, and charitable organizations are not deaf to the conversation, in part because many charitable organizations (whether knowingly or unknowingly) serve immigrants and their families. This presentation will discuss the basics of immigration law and will focus in particular on situations where the mission or activities of a charitable organization touch immigration issues. The presentation will also cover best practices for avoiding violations of immigration law.      
Presented by: David Harston, Esq., Elkind Alterman Harston PC, Denver, Colorado
1:00 – 1:10 p.m.
Post-Lunch Break
1:10 - 1:15 p.m.
Introduction of Institute Afternoon Moderator
Cara Lawrence, Esq., Tierney Lawrence LLC Denver, Colorado
1:15 – 2:05 p.m.
Advising Nonprofit Organizations in Navigating Political and Campaign Finance Law  
The ever-changing political law landscape and campaign finance regulations contains many traps for nonprofit entities and the attorneys that advise them. This presentation will discuss recent developments in local, state, and federal campaign finance laws and regulations applicable to nonprofit organizations, including recent legislation and relevant court decisions. We will cover various topics, including registration and reporting obligations, campaign finance limits, the sponsorship of PACs and other separate segregated funds, entity formation, tax-exempt status and reporting requirements, corporate compliance, lobbying, grassroots lobbying and other forms of political advocacy, communications and voter contact, gift bans and government ethics rules applicable to elected officials and candidates for public office, and related constitutional and ethical issues designed to provide in-house counsel and attorneys with an interest in elections and campaign finance law a practical guide for navigating the political and campaign finance arena.
Presented by: Ryan R. Call, Esq., Hale│Westfall, Denver, Colorado
2:05 – 2:55 p.m.
Exiting Your Nonprofit - Mergers, Sales, and “End of Life” Transactions
In contrast to formation, strategies to exit nonprofit status are far less understood.  “End of Life” transactions can include mergers, conversions, sales of assets, dissolutions, and changes of domicile. The presenter will shine his shoplight on extraordinary corporate events and strategic considerations that may lead a nonprofit corporation to choose one type of ending over another.
Presented by: James R. Walker, Esq., Lewis Roca Rothgerber Christie, Denver, Colorado
2:55 – 3:10 p.m.
Networking Break
3:10 p.m – 4:00 p.m.
Member Rights and Board Responsibilities
The board of directors of a nonprofit corporation generally owes fiduciary duties only to the corporation itself, which, of course, is controlled by the board, and boards may be reluctant to engage in self-enforcement. The presence of a voting membership changes that dynamic and presents the board with an outside body that can become motivated to ensure that a nonprofit corporation is managed responsibly. Two presenters will explore the nature of the duties that boards owe to nonprofit corporations generally, the recourse and remedies available to a voting membership when the board fails to adhere to them, and actions that a board may adopt to defend itself.
Presented by: Peter B. Nagel, Esq., Peter B. Nagel, PC, Denver, Colorado
John R. Valentine, Esq., Davis Graham & Stubbs LLP, Denver, Colorado
4:00 – 4:15 p.m.
Interactive Discussion, Questions and Answers, and Wrap Up
Members of the Faculty
4:15 p.m.
Location Information
Webcasts - live from your computer

Denver, CO
Get directions
Registration Fees
CBA Business Law Section Member $309.00
CBA Member $339.00
CBA Taxation Law Section Member $309.00
CLE ELITE Pass Holder $0.00
Colorado Nonprofit Association Member $309.00
Colorado Society of Association Executives Member $309.00
New Lawyer Edge Member $165.50
Non Member $369.00
  • General Credits: 7.00
  • Ethics Credits: 1.00
Start Date - End Date
May 04, 2018
Start Time - End Time
8:55 AM - 4:15 PM
Event Location
Webcasts - live from your computer
PDF Brochure
Calendar Reminder