28th Annual Institute on Advising Nonprofit Organizations in Colorado: Important Issues Out of Stock
Co-sponsored by the Colorado Bar Association Business and Taxation Law Sections, the Colorado Nonpro
Quantity
May 2019
28th 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:
Institute Topics Include:
- Annual Tax Update presented by Becky Farr, Esq., Leaffer Law Group LLC
- Introduction to Privacy and Cybersecurity Laws and Regulations for Nonprofits presented by David M. Stauss, Esq., Ballard Spahr LLP
- Cybersecurity Concerns and Practices for Nonprofit Organizations presented by Carlin Dornbusch, CISSP, President, American Cyber Security Management
- Legal Fundamentals of Nonprofit Fundraising presented by Cara Lawrence, Esq., Tierney Lawrence LLC
- Office of Foreign Assets Control and Nonprofit Organizations, presented by John Valentine, Esq., Davis Graham & Stubbs LLP
- Directors & Officers Insurance for Nonprofits presented by Lee Terry, Esq., Davis Graham & Stubbs LLP
Rules, regulations and laws regarding nonprofit organizations are neither intuitive nor easy and differ from those regarding for-profit entities. But you know that! You also know that nonprofits are routinely confronted by new legal developments and exposure to new liabilities. Attend this program for tools and tips to better advise your nonprofit clients and to master the nonprofit legal landscape. 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 and how to handle them in 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!
Highlights Include:
- Tax Reform and Jobs Act Clarifications and Proposed Regulations, and Other Changes Impacting Nonprofits
- Current and Emerging Federal, State and International Privacy and Cybersecurity Laws and Regulations You Need to Know
- Cybersecurity Concerns and Practices for Nonprofit Organizations
- Staying Inbounds When Fundraising
- A High-level Overview of the Office of Foreign Assets Control (OFAC) and How Its Work Can Impact Nonprofit Organizations
- Practical Tips on Obtaining the Right Directors and Officers Liability Coverage for Your Nonprofit Clients
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
Agenda
Thursday, May 2, 2019
8:30 am
Registration and Continental Breakfast
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
For the nonprofit sector, changes made under the Tax Cuts and Jobs Act continue to unfold. The IRS has recently issued some clarifications and proposed regulations in a number of areas related to this tax reform legislation, including:
- Changes to the unrelated business income taxation landscape around taxation of fringe benefits, and the “silo” rule regarding different unrelated business activities
- The new private university net investment income tax
- Proposed regulations intended to stop states from enacting workarounds to the limitation on SALT deductions
- Implications of increases to the standard deduction
This session will focus on these developments, as well as other changes for the sector, including donor disclosure requirements for non-501(c)(3) exempt entities, updated applications for seeking recognition of exempt status; and (hopefully) long-awaited clarification in the donor-advised fund area.
Presented by Becky Farr, Esq., Leaffer Law Group LLC, Denver, CO
10:00 am
Networking Break
10:15 am
Introduction to Privacy and Cybersecurity Laws and Regulations for Nonprofits
Your presenter will discuss current and emerging federal, state and international privacy and cybersecurity laws and regulations, including Colorado’s recently-enacted information security laws, California’s Consumer Privacy Act, the European Union’s GDPR and others.
Presented by David M. Stauss, Esq., Husch Blackwell LLP, Denver, CO
11:15 am
Colorado Lawyers Committee Annual Luncheon
You may want to consider registering for and attending the Colorado Lawyers Committee Luncheon being held the same date as this program at the Hyatt Regency Denver Convention Center from 11:30 am - 1:30 pm. This year's luncheon features keynote speaker Colorado Attorney General Philip J. Weiser. For more information, and to sign up, see “Events” tab at www.coloradolawyerscommittee.org. The Institute on Advising Nonprofit Organizations in Colorado will resume at 1:30 PM
1:30 pm
Welcome Back and Introduction of Institute Moderator for Afternoon Sessions
John R. Valentine, Esq., Davis Graham & Stubbs LLP, Denver, CO
1:35 pm
Cybersecurity Concerns and Practices for Nonprofit Organizations
This presentation will explore the many threats that nonprofit organizations face in the world of cybersecurity and explain some of the approaches that can be taken to reduce risk and sleep better at night. Carlin Dornbusch, privacy and security expert, will present this informative and interactive discussion.
Presented by Carlin Dornbusch, CISSP, President, American Cyber Security Management, Boulder, CO
2:25 pm
Legal Fundamentals of Nonprofit Fundraising
Most nonprofit organizations rely on donations for some or all of their funding. Competing for limited donor dollars often has nonprofits looking at unique opportunities to attract funding. However, fundraising is a strictly regulated activity that can be fraught with legal complexity. This presentation will cover the legal fundamentals of fundraising by tax-exempt organizations, including the following topics:
- The regulatory scheme overseeing fundraising, the Colorado Charitable Solicitations Act, and multi-state charitable registration issues
- Fundraising events and charitable auctions, including income tax deductibility for donors, unrelated business income tax implications, and sales tax issues
- Raffles/bingos and potential gambling concerns
- Commercial co-ventures and cause-related marketing
- Merchandise programs
- Donor receipts/Substantiation requirements
- Gift Acceptance Policies
- Fundraising for non-501(c)(3) entities
Presented by: Cara Lawrence, Esq., Tierney Lawrence LLC, Denver, CO
3:15 pm
Networking Break
3:25 pm
Office of Foreign Assets Control and Nonprofit Organizations
The Office of Foreign Assets Control wields significant power to enforce economic sanctions. This presentation will present a high-level overview of the Office of Foreign Assets Control and how its work can impact nonprofit organizations.
Presented by John R. Valentine, Esq., Davis Graham & Stubbs LLP, Denver, CO
3:50 pm
Directors & Officers Insurance for Nonprofits
Nonprofits often depend on volunteers to serve on their Boards of Directors and, like for-profit businesses, employ or engage executives and others who demand protection from the threat of litigation arising from commercial and financial activities and the personal risk and expense such litigation entails. Lee Terry will provide a primer on the ABCs of directors and officers liability insurance for nonprofit organizations. He will also provide practical tips on obtaining the right coverage for your nonprofit considering, among other issues, the limits on the protections that the Colorado Revised Nonprofit Corporation Act, the Colorado Volunteer Services Act and the Federal Volunteer Protection Act provide.
Presented by Lee Terry, Esq., Davis Graham & Stubbs LLP, Denver, CO
4:40 pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $429.00 USD
- Member Price $329.00 USD
- General Credits 6.00
- Ethics Credits
- EDI Credits