CLE on www.OKbar.org

New Challenges for Nonprofit Organizations

Date(s) & Location(s)

Oklahoma City
September 26, 2013
Oklahoma Bar Center
1901 N. Lincoln Blvd.

Sponsored by:
Inasmuch Foundation
Presbyterian Health Foundation
Anne and Henry Zarrow Foundation
Richard L. And Jeanette Sias

CLE Credit

This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 8 hours mandatory CLE credit, including 1 hour ethics.

Tuition

Lawyers must commit to 10 hours of pro bono service to a nonprofit organization/s of their choice.  Pro bono service may include legal services, board service, volunteer service, or other community service to attend this program for FREE.  Attorneys not committed to the 10 hours of pro bono service may attend for $200; $225 for registrations received within four business days of seminar date.

Nonprofit Organization Executives may register for $50; $75 for registrations received within four business days of seminar date. Please call Renee Montgomery at 405-416-7029 to register.

This program will also be webcast.
Please note tuition for webcast varies from live program tuition. Discounts are not available.

Program Planner/Moderator

Michael E. Joseph
McAfee & Taft, Oklahoma City

Schedule

7:30 a.m.  Full Breakfast Buffet
7:50 Welcome
Michael E. Joseph
McAfee & Taft, Oklahoma City
8:00 Basics of Tax Classification - Public Charities, Private Foundations, Supporting Organizations
Susan Shields
McAfee & Taft, Oklahoma City
Stephanie Chapman
McAfee & Taft, Oklahoma City
8:50 Trends in Corporate Governance
Karen Rieger
Crowe & Dunlevy, Oklahoma City
9:40 Corporate Structuring and Restructuring
Michael E. Joseph

McAfee & Taft, Oklahoma City
10:30 Break
10:40 IRS Form 990
Jeri Towler
Jeri D. Towler, P.C., Oklahoma City
11:05 Solicitation of Charitable Contributions
Jeri Towler
Jeri D. Towler, P.C., Oklahoma City
11:30 Networking Lunch
12:30 Audit and Investment Committees; Financial Oversight
Cynda Ottaway
Crowe & Dunlevy, Oklahoma City
12:55 Executive Compensation and Performance Evaluations
Cynda Ottaway
Crowe & Dunlevy, Oklahoma City
1:20 Political Advocacy, Lobbying, Political Campaigns
Amy Sine
Hartzog Conger Cason & Neville, Oklahoma City
2:10 Break
2:20 Dealing with Embezzlement
Michael E. Joseph
McAfee & Taft, Oklahoma City
2:45 Raffles and Illegal Gambling Activities
J. Michael Nordin
McAfee & Taft, Oklahoma City
3:10 Lawyers Serving as Directors of Nonprofit Corporations (ethics)
Jon Trudgeon

Hartzog Conger Cason & Neville, Oklahoma City
4:00 Champagne Reception
Sponsored by Dick and Jeanette Sias

Cancellation Policy

Cancellations will be accepted at any time prior to the seminar date; however, a $25 fee will be charged for cancellations made within four full business days of the seminar date. Cancellations, refunds, or transfers will not be accepted on or after the seminar date.