26th Annual Institute on Advising Nonprofit Organizations in Colorado - Video Replay Colorado Sprin
May 2017
26th Annual Institute on Advising Nonprofit Organizations in Colorado - Make Sure You Are Current!
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:
From schools to labor groups, from churches to beneficial societies and beyond, nonprofits are routinely confronted by new legal developments and exposed to new liabilities. Attend this program to better advise your nonprofit clients. Attend this program to better lead and manage your nonprofit entity. Your talented faculty will zero in on important, current issues you need to know about and how to handle today’s world of nonprofit law.
Register Now for the Nonprofit Law CLE Program You Count on Every Year to Keep You Up to Date!
Institute Topics Include:
- Annual Tax Update presented by John R. Valentine, Esq., Davis Graham & Stubbs LLP
- Spotlight on Fiscal Sponsorship: Ensuring a Relationship That’s Spot-On presented by Karen Leaffer, Esq., Leaffer Law Group LLC
- The Doctrine of Charitable Immunity presented by Peter Nagel, Esq., Peter B. Nagel, P.C.
- Electronic Voting in Nonprofit Corporations presented by Peter Nagel, Esq., Peter B. Nagel, P.C.
- Preventing Charitable Fraud presented by Alissa Gardenswartz, Esq., Deputy Attorney General , Colorado Attorney General’s Office
- Unique Legal Issues Facing Membership Organizations presented by Cara Lawrence, Esq., Tierney Lawrence LLC
- Philanthropy and the Cannabis Industry presented by Patrick Ridley, Esq., Ridley McGreevy & Winocur P.C.
Agenda:
9:00 am
Welcoming Remarks and Introduction of Institute Moderator for Morning Sessions
Cara Lawrence, Esq.
Tierney Lawrence LLC
Denver, CO
9:10 am
Annual Tax Update
Tax-exempt organizations usually want to stay tax exempt, but the tax laws are constantly changing, with Congress, the courts, and the IRS all affecting the tax landscape. This presentation will cover some of the latest administrative and legal developments that are of importance to tax-exempt organizations. This presentation will be helpful to new practitioners trying to learn the tax laws applicable to tax-exempt organizations as well as seasoned practitioners who want a summary of recent tax developments.
Presented by:
John R. Valentine, Esq.
Davis Graham & Stubbs LLP
Denver, CO
10:00 am
Networking Break
10:15 am
Spotlight on Fiscal Sponsorship: Ensuring a Relationship That’s Spot-On
Fiscal Sponsorship is a tool increasingly used by charitable groups to come under the 501(c)(3) umbrella of another organization (the fiscal sponsor), whether on a temporary or permanent basis. Whether your client is the charitable group, the fiscal sponsor or one of the funders, a properly structured fiscal sponsorship represents a win-win opportunity for everyone involved. However, an improperly structured fiscal sponsorship can expose your client to legal and financial risk, and create an unnecessary distraction from mission. In this session, we will explore the defining features and principles of fiscal sponsorship; evaluate the proper legal structure for a fiscal sponsorship, using the two most common models, and examine best practices for conducting due diligence on and documenting a fiscal sponsorship relationship.
Presented by:
Karen Leaffer, Esq.
Leaffer Law Group LLC
Denver, CO
11:05 am
The Doctrine of Charitable Immunity
An obscure and overlooked provision in the Colorado Revised Nonprofit Corporation Act appears to provide charitable defendants with immunity from liability in civil lawsuits. This session will trace the inauspicious origins of the doctrine of charitable immunity in the common law of England, through its adoption and then disfavor in American courts, concluding with observations concerning its possible continuing validity in present day controversies.
Presented by:
Peter B. Nagel, Esq.
Peter B. Nagel, PC
Denver, CO
11:30 am
Electronic Voting in Nonprofit Corporations
A close reading of the Colorado Revised Nonprofit Corporation Act does not provide clear guidance regarding the ability of nonprofit corporations to conduct meetings and otherwise transact with members and directors electronically, yet many nonprofits do so as a matter of course. Peter Nagel will explore the applicability of the Colorado Uniform Electronic Transactions Act to the affairs of nonprofit corporations, including the conduct of board and membership meetings via web portals, email, and other electronic means. This session will cover recent changes in Colorado’s laws that seek to validate electronic governance and will conclude by describing possible desirable bylaws provisions to implement that practice.
Presented by:
Peter B. Nagel, Esq.
Peter B. Nagel, PC
Denver, CO
11:55 am
Interactive Wrap-Up of Morning Sessions
Members of the Panel
12:10 pm
Lunch on Your Own
1:05 pm
Welcome Back and Introduction of Institute Moderator for Afternoon Sessions
John R. Valentine, Esq.
Davis Graham & Stubbs LLP
Denver, CO
1:10 pm
Preventing Charitable Fraud
The Colorado Attorney General is tasked with overseeing the use of charitable assets and prosecuting charitable fraud. The Colorado Attorney General’s office has recently been very active in carrying out this charge, from participating in the prosecution of charitable fraud in the Cancer Fund for America case to supporting changes to the Colorado charitable solicitation registration statute. In this presentation, Deputy Attorney General Alissa Gardenswartz will explain the recent statutory changes and give an update on what the Colorado Attorney General is doing to prevent charitable fraud in Colorado – and what practitioners and charities can do to help.
Presented by:
Alissa Gardenswartz, Esq.
Deputy Attorney General
Colorado Attorney General’s Office
Denver, CO
2:00 pm
Unique Legal Issues Facing Membership Organizations
Membership organizations have a variety of unique legal issues that can be difficult to navigate. This presentation will discuss many of these issues, including the statutory rights of members, membership voting and ballots, membership dues, derivative actions, member discipline and termination, and how antitrust laws impact membership organizations and their policies.
Presented by:
Cara Lawrence, Esq.
Tierney Lawrence LLC
Denver, CO
2:50 pm
Networking Break
3:05 pm
Philanthropy and the Cannabis Industry
As the marijuana industry in Colorado becomes increasingly profitable, some of its participants are considering philanthropy as a way of supporting favored causes, increasing visibility, gaining social acceptance, and for other reasons. Many charities, however, wrestle with whether it is appropriate to accept financial support from the cannabis industry and, most importantly, whether doing so might violate federal banking and criminal laws. Patrick Ridley will discuss the risks associated with accepting charitable contributions from the cannabis industry in light of uncertainty over the federal government’s enforcement of applicable criminal laws.
Presented by:
Patrick Ridley, Esq.
Ridley McGreevy & Winocur P.C.
Denver, CO
Kristen M. Frost, Esq.
Ridley McGreevy & Winocur P.C.
Denver, CO
3:55 pm
Interactive Wrap-up of Afternoon Sessions
Members of the Faculty
4:10
Adjourn
Location Information
Law Office of Michael D Holder
405 S. Cascade Ave.
Colorado Springs, CO 80903
Get directions
405 S. Cascade Ave.
Colorado Springs, CO 80903
Registration Fees
| Non Member | $339.00 |
| CBA Member | $309.00 |
| CBA Taxation Law Section Member | $259.00 |
| Colorado Nonprofit Association Member | $259.00 |
| Colorado Society of Association Executives Member | $259.00 |
| CBA Business Law Section Member | $259.00 |
| Paralegal/Legal Support Staff | $209.00 |
| New Lawyer Edge Member | $154.50 |
| CLE ELITE Pass Holder | $0.00 |
- General Credits: 6.00
- Ethics Credits: 0.00
- EDI Credits:
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