31st Annual Institute on Advising Nonprofit Organizations in Colorado - In-Person
Join us for a review of recent changes and hot topics impacting your nonprofit clients. Along with our annual tax update, we’ll discuss how to help a nonprofit through a merger or acquisition process, and how to protect and benefit from its intellectual property. Join us in person for a great networking experience or enjoy the convenience of the webcast.
- Privacy laws impacting nonprofits
- Donor advice funds vs. foundations
- Secretary of State charitable giving update
Home studies will be available approximately 2-3 weeks following the live program.
For your own safety, the safety of others, and in an effort to provide everyone with the most rewarding in-person meeting and event experiences possible, we request that you attend a CBA, DBA, or CLE meeting or event only if you have been fully vaccinated. Mask wearing is up to personal preference and comfort level. Masks may be required in some clinic settings. Please be cognizant and understanding of others’ preferences and courteous to all attendees.
Depending on CDC and/or state or local health guidelines, a rise in COVID-19 cases, or other circumstances that may threaten the well-being of our attendees, CBA-CLE reserves the right to convert to a fully virtual event.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Thursday, November 3, 2022
8:30 am
Registration Open
9:00 – 9:05 am
Welcome and Introduction
Presented by Cara Lawrence, Esq., Tierney Lawrence LLC, and John Valentine, Esq., Balson Faix & McVey, LLP, Program Co-Chairs
9:05 – 9:55 am
Privacy Act Update
In 2021, the Colorado Legislature enacted the Colorado Privacy Act, which is the first comprehensive state privacy law to apply to nonprofits. Since it was signed into law, Colorado Attorney General’s office has been engaging in rulemaking, in preparation for July, 2023, when the new law takes effect. Discover how nonprofits will be required to comply with this new law in the coming year.
Presented by Deborah Howitt, Esq., Dorsey & Whitney, LLP
9:55 – 10:45 am
Donor Advised Fund vs. Foundation
Donor advised funds and foundations are two alternative conduits for donors to pass money to charities. Discover the differences between the two concepts and learn how to help a client determine which path to choose.
Presented by Karen (Leaffer) Schauble , Esq., Leaffer Law Group
10:45 – 11:00 am
Stretch Break
11:00 – 11:50 am
Tax Update
The keystone of the Institute: our annual update on tax law, as it impacts nonprofits and donors.
Presented by John Valentine, Esq., Baslon Faix & McVey, LLP
11:50 am – 1:00 pm
Lunch On Your Own
1:00 – 1:50 pm
IP in Nonprofit Law
Learn how to help a nonprofit protect and benefit from its intellectual property assets.
Presented by Pamela Hirschman, Esq., Sheridan Ross, PC
1:50 – 2:40 pm
M&A and Nonprofits
Discover the best practices for negotiating and completing merger or acquisition deals involving nonprofits.
Presented by Cara Lawrence, Esq., Tierney Lawrence, LLC
2:40 – 3:30 pm
Charitable Giving and the Secretary of State
Learn what is new and changing at the Office of the Secretary of State, including rules regarding charitable giving.
Presented by Chris Cash, Colorado Secretary of State’s Office
Registration Fees
| Non Member | $519.00 |
| CBA Member | $389.00 |
| CBA Taxation Law Section Member | $319.00 |
| CBA Business Law Section Member | $319.00 |
| New Lawyer Edge Member | $194.50 |
| Active Military | $194.50 |
| Paralegal/Legal Support Staff | $194.50 |
| Student Currently Enrolled in Law School | $0.00 |
| CLE Elite Pass Holder | $0.00 |
- General Credits: 6.00
- Ethics Credits:
- EDI Credits:
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