Product Description

The Conference focuses on the new and noteworthy: Election year political activity and lobbying, the U.S. Supreme Court’s affirmative action decisions and their fallout, a year-in-review roundup, and the new Division Chief of the Nonprofit Organizations, Public Charities Division of the Massachusetts Attorney General’s Office. We also take a deep dive into choice of entity considerations and impact investing.

Agenda & Materials

• 9:30 - 9:35 am

  Welcome and Introduction

  Franziska Hertel, Esq., Ropes & Gray LLP , Boston
  Elka T. Sachs, Esq., Krokidas & Bluestein LLP , Boston
  
• 9:35 - 10:15 am

  New Non-Profit Organizations/Public Charities Division Leadership

  There are a new Division Chief and Deputy Chief at the Attorney General’s Non-Profit Organizations /Public Charities Division. Hear Jonathan Green and Emily Gabrault discuss the Office’s plans for the future

  Emily Tassinari Gabrault, Esq., Office of the Attorney General/Nonprofit Organizations/Public Charities Division , Boston
  Jonathan C. Green, Esq., Office of the Attorney General/Nonprofit Organizations/Public Charities Division , Boston
  
• 10:15 - 11:15 am

  Year in Review

  New Type III supporting organization and donor advised fund regulations have been issued, and significant cases are making their way through the courts. What do nonprofit attorneys need to know?

  Harrison (Colby) Rogers, Esq., Ropes & Gray LLP , Boston
  Elka T. Sachs, Esq., Krokidas & Bluestein LLP , Boston
  
• 11:15 - 11:25 am

  Break
• 11:25 - 12:25 pm

  Choice of Entity

  Historically, new nonprofits have been faced with a choice between the corporate and trust form of organization. Those choices remain, but other options have developed, including several variations of limited liability companies. What are the pros and cons of each option?

  Cameron Casey, Esq., Choate Hall & Stewart LLP , Boston
  Anita S. Lichtblau, Esq., Casner & Edwards LLP , Boston
  
• 12:25 - 1:00 pm

  Lunch (on your own)
• 1:00 - 2:00 pm

  After the U.S. Supreme Court’s Affirmative Action Decisions

  Nonprofits have historically promoted diversity and equity initiatives in their drive to make the world a better place. How are these efforts impacted by our new legal landscape? Hear from a panel of attorneys with employment, university, and charitable operations backgrounds.

  Laurie R. Bishop, Esq., Hirsch Roberts Weinstein LLP , Boston
  Amber M. Koonce, Esq., NAACP Legal Defense Fund , Washington
  Carla A. Reeves, Esq., Goulston & Storrs, PC , Boston
  
• 2:00 - 3:00 pm

  Nonprofit Political Activity and Lobbying in an Election Year

  There has been much discussion of nonprofit political activity and lobbying. Are the legal limitations clear? Our panelists discuss areas of uncertainty and the need for statutory, regulatory, and other IRS guidance.

  Ellen P. Aprill, Esq., Loyola Marymount University Law School , Los Angeles
  Katherine L. Karl, Esq., Caplin & Drysdale , Washington
  Ezra W. Reese, Esq., Elias Law Group , Washington
  
• 3:00 - 3:05 pm

  Break
• 3:05 - 4:00 pm

  Impact Investing

  Investments promising a double bottom line have become an increasingly popular means of addressing some of today’s most pressing challenges. What are the different structures nonprofits can use and what are some of the legal and practical challenges they are likely to face?

  Kunle Apampa, Capricorn Investment Group , New York
  Brittany Cvetanovich, Esq., The Ohio State University , Columbus
  Franziska Hertel, Esq., Ropes & Gray LLP , Boston
  

Special Program Materials:

• Massachusetts Nonprofit Organizations

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Cochairs

Faculty