Document Retention is admittedly, an afterthought for both nonprofit and for-profit organizations alike. Its importance, however, cannot be overstated, especially when an unexpected audit, litigation or disagreement about a transaction takes place. Learn the ins and outs and judicial viewpoints of document retention so that you can help your organization avoid common prejudicial pitfalls. Real world cases and judicial demands will be featured to bring the message home.

Presenter: James Honda, Esq., Staff Attorney

This webinar will provide a practical, plain-English overview (with real-world examples) of what according to the IRS counts as lobbying, how 501(c)(3) public charities measure it (including how and why to make the 501(h) election), what political activity is off-limits, and how to stay compliant without becoming risk-averse. We’ll briefly address how related entities (c4s and PACs) fit into a broader strategy and how to collaborate appropriately.

Presenters: Jennifer Buesser, Esq., Legal Director; Kristin O’Neal, Esq., Staff Attorney

Join us as we focus on the contractual, state, and federal issues which arise when collaborating with influencers. With some influencers boasting over 1,000,000 followers, the potential for mutual benefit is unprecedented. Participants will be provided with explanations, diagrams, NDA, and contractual templates to proceed with confidence. Insights from nonprofits that have used influencers will also be provided.

Presenter: James Honda, Esq., Staff Attorney

This webinar will provide practical guidance for public charities, including “friends of” organizations, navigating the complex legal and compliance landscape of international grantmaking.

Presenter: Jennifer Buesser, Esq., Legal Director

Board orientation plays a crucial role in transitioning eager new recruits into effective board members. Regardless of the size of the Board or nonprofit, a well-designed orientation for new directors is a governance best practice. This webinar will provide a board orientation framework, informed by both legal and practical considerations, to help attendees build or improve on a board orientation tailored for their organization.

Presenter: Kristin O’Neal, Esq., Staff Attorney

The relationship between a nonprofit's board and its executive director is one of the most consequential — and most complicated — across the nonprofit sector. In this webinar, our ED and board chair discuss what the law requires of each, where the lines are, what it takes to build trust and navigate conflict across them, and how that dynamic shifts as board composition changes over time. Drawing on their own experience and years of working with nonprofits, they offer both a legal framework and an honest look at how this relationship works in practice.

Presenters: Jaclyn Leeds, Esq., Executive Director; Vandhana Bala, Esq., Board Chair

Nonprofit organizations often rely on a mix of employees, independent contractors, and volunteers to carry out their work, but properly classifying these roles can raise important legal considerations. Misclassification can create risks related to wages, taxes, and liability, and the rules governing worker classification can be nuanced. This webinar will provide an overview of the key distinctions between employees, contractors, and volunteers, highlight common areas of confusion, and offer practical guidance to help organizations structure roles appropriately and reduce risk.

Presenter: Jillian Yakominich, Esq., Staff Attorney

The onboarding & offboarding processes are overlooked due to the joy of starting a new job or the sadness of leaving one. Both processes, however, encompass detailed and almost-scientific precision to ensure organizational safety. Our ADP attorney has experience with failure to hire, FCA, discrimination, wrongful termination and harassment claims. The role of these two seemingly innocuous tasks (on & offboarding will be explained in the context of what mistakes an internal department such as HR or Accounting may make that jeopardize adversarial proceedings!).

Presenter: James Honda, Esq., Staff Attorney

As the governing body of a nonprofit, a critical part of the Board’s role includes financial oversight. But what does that mean practically speaking, and what kind of information should your Board be reviewing? ADP will partner with accounting professionals, as special guest presenters, to demystify and answer these questions.

Presenter: Kristin O’Neal, Esq., Staff Attorney

This webinar will cover the fundamentals of fiscal sponsorship, its most common models, and practical guidance for navigating this relationship from the point of view of both the fiscal sponsor and the sponsored organization or project.

Presenter: Jennifer Buesser, Esq., Legal Director

Nonprofit organizations face a variety of legal and operational risks in their day-to-day activities, from governance and employment issues to fundraising and program operations. While not all risk can be avoided, organizations can take practical steps to identify potential areas of exposure and reduce risk over time. This webinar will provide an overview of common legal risks nonprofits encounter and offer practical guidance to help organizations implement thoughtful risk management practices.

Presenter: Jillian Yakominich, Esq., Staff Attorney

The website terms of use document must accurately reflect the practices of your organization. Using a template or grabbing something off the internet is a disservice to your organization in terms of risk management and your dealings with the community. Join our Cornell Law School cyber policy and privacy law certified attorney as he goes over the terms, practices and requirements, including GDPR, which the Board and all team members should clearly understand. The correlation to risk mitigation, including cyber and other policies which can be addressed via audits, will be discussed as well.

Presenter: James Honda, Esq., Staff Attorney