Your Ultimate Guide for Nonprofits: Board Dynamics, Partnerships, and Money Management
Sponsored By: 
Due to the coronavirus outbreak, we will be hosting live webinars in place of live seminars for the foreseeable future. We will send an email as soon as live seminars are up and running again. We appreciate your patience.
For our CPA customers, note that live webinar credits are equivalent to live seminar credits and will satisfy your credit requirements.
For our attorney customers, individual state legal education requirements will vary. As of now, it appears that the PACLE Board will review attorney compliance on an individual basis if you are unable to find live seminar credits prior to your deadline. If you require more detail, please reach out to the Legal Education Board in your state.
Please join us for a special presentation that will be full of important information for nonprofit executives and their advisors. The course agenda with learning objectives follows:
Module 1 – Introduction to Nonprofit Law (30 minutes)
- Build a framework for nonprofit management
- Provide background information on nonprofit law: define industry terms, types of tax-exempt organizations, and the nonprofit marketplace
Module 2 – The Nonprofit Board (1 hour)
- Explain the rights and responsibilities of nonprofit board members
- Review indemnification, conflicts of interest, liability transfer, and other essential issues that nonprofit board members need to understand
- Discuss the basics of corporate compliance for nonprofit organizations
Module 3 – Nonprofit Partnerships (1 hour)
- Review the different types of transactions a nonprofit organization can do
- Use real-world examples to show how a nonprofit can leverage its tax-exempt status to make more money (in compliance with the rules)
Module 4 – Nonprofits & Handling Money (30 minutes)
- Discuss the various requirements that the IRS requires of a nonprofit in receiving and spending money
- Provide a record-keeping framework specifically for nonprofit needs
- Examine Anti-Money-Laundering considerations that nonprofits need to understand to stay out of trouble
Module 5 – Fraud Protection & Security for Nonprofits (1 hour), Presented by Tompkins VIST Bank
- Review nonprofit controls for fraud prevention and examine current cybersecurity protocols
- Discuss the current risk and threat landscape for businesses
- Highlight the various ways to mitigate risk and proactively protect money in deposit accounts
| When: |
Friday, August 6th, 2021. 9:00 AM to 1:15 PM EST |
| Where: |
Your home or office |
| Speaker: |
Tompkins VIST Bank and Todd Kulkin, ESQ |
| CPE Credits: |
4 Management & Organization CPE |
| CLE Credits: |
4 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
| Delivery Method: |
Group Internet-Based |
The Presenters:
Tompkins VIST Bank Experts
Tompkins VIST Bank is a locally headquartered community bank with 19 branches serving southeastern Pennsylvania. Tompkins VIST Bank offers personalized service, local decision making and a broad range of services for consumers and businesses, including cash management services, commercial loans, and an online business loan application process. Insurance and wealth management services are provided through the Pennsylvania offices of Tompkins Insurance and Tompkins Financial Advisors. Whether you prefer branch or remote mobile banking, we provide the breadth of services and local decision-making to make what’s possible a reality. Locally Focused. A World of Possibilities. More information available at www.vistbank.com.
Todd Kulkin, ESQ
Todd P. Kulkin practices in the areas of corporate, securities, and not-for-profit law. He is risk management and strategy focused, having graduated with a concentration in Financial Transactions from University at Buffalo (SUNY) Law School in the aftermath of the 2008 financial crisis. Todd began his legal career representing and advising Fortune 500 companies at one of the largest law firms in the US. In 2012, he departed that firm to open his own practice and now serves as outsourced general counsel for start-up companies, corporations, and not-for-profit organizations in the United States and abroad.
He has been honored by the Reuters publication Superlawyers as a “Rising Star” in business law for the New York Metro Area from 2014-2020. Only 2.5% of attorneys under the age of 40, or having been in practice less than 10 years, in the New York Metro Area are given this distinguished honor. A consummate educator, Todd is dedicated to empowering his clients with the knowledge needed to accelerate growth and mitigate risk. He regularly teaches other attorneys about corporate, securities, and not-for-profit legal issues and is often contacted by those attorneys for advice.
About CPE/CLE:
* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
