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Community Non-Profit Legal Workshops

Learn more about the Workshops

Please contact the Pro Bono Partnership for more information.

2008

Date/Time Sponsor Location Topic
September 9
10:00 - 12:00pm
Hartford Public Library Hartford, CT Lobbying and Political Activities for Nonprofits
September 10
3:00 - 5:00pm
Connecticut Association of Nonprofits Hartford, CT Starting a Nonprofit:  Myths and Realities
September 17
12:00 - 2:00pm
JP Morgan Chase Bridgeport, CT Starting a Nonprofit:  Myths and Realities
September 23
10:00 - 12:00pm
JP Morgan Chase Univ. of Connecticut Stamford, CT Employee Evaluations and Terminations
September 23
9:00 - 1:00pm
Volunteer Center of Bergen Hackensack, NJ Risk Management and Insurance Basics for Nonprofits
September 24
12:00 - 1:30pm
Prudential Teleconference - NJ Employee Evaluations and Terminations
September 25
9:00 - 12:00pm
Pro Bono Partnership Teleconference, NY Copyright, Trademark and other Intellectual Property Issues for Nonprofits
September 29
12:00 - 1:30pm
JP Morgan Chase Teleconference - NJ Risk Management and Insurance Basics for Nonprofits
October 7
12:00 - 1:30pm
Prudential Teleconference - NJ Managing Employee Leaves
October 8
10:00 - 12:00pm
JP Morgan Chase Stamford, CT Legal Issues of Fundraising and Revenue Generating Activities
October 9
5:00 - 7:30pm
Francis L. &  Edwin L. Cummings Memorial Fund Jersey City, NJ Board Members:  Roles, Responsibilities, Liabilities and Protections
October 14
5:00 - 7:00pm
Greater Danbury Nonprofit Resource Center Ridgefield, CT Board Members:  Roles, Responsibilities, Liabilities and Protections
October 21
9:00 - 11:00am
The Volunteer Center, Stamford Stamford, CT The Volunteer Protection Act and Other Protections for Volunteers
October 21
12:00 - 1:30pm
Prudential Teleconference - NJ The "Other Workers" Workshop
October 22
3:00 - 5:00pm
Connecticut Association of Nonprofits Hartford, CT Legal Issues in Managing Volunteers
November 5
10:00 - 12:00pm
JP Morgan Chase Norwalk, CT Classifying Employees: Employee/Independent Contractor Issues and Exempt/Non Exempt Issues
November 12
9:30 - 12:00pm
Pro Bono Partnership Univ. of Connecticut Stamford, CT Board Members:  Roles, Responsibilities, Liabilities and Protections
November 18
10:00 - 12:00pm
Hartford Public Library Hartford, CT Legal Issues of Fundraising and Revenue Generating Activities
December 2
10:00 - 12:00pm
Hartford Public Library Hartford, CT Starting a Nonprofit:  Myths and Realities
December 12
12:00 - 1:30pm
Honeywell Teleconference - NJ Risk Management in Hiring

Legal Workshop Descriptions

Employment Law Seminars

Employee Evaluations and Terminations
This workshop will describe the ways in which a nonprofit employer should evaluate and provide feedback to its employees, including progressive discipline procedures.  The workshop will also discuss the careful analysis that must be used if a nonprofit needs to terminate an employee for any reason, and the steps to use in implementing the termination.

Employment Law for Nonprofits
Sound employment practices are crucial for the success of nonprofit organizations.  This important workshop covers the basics of employment law, including: hiring and firing, classifying workers as employees/ independent contractors and exempt/nonexempt employees, harassment policies, personnel policies, employee discipline issues, maintaining employee records, state and federal laws affecting the employment relationship, and much more.

Employment Manuals
Does your organization have an employment manual? Should you have one?  What policies and practices does it address?  Is it up to date?  Do you follow the manual, and what are the repercussions if you don’t do so?  Can you have a manual and maintain an "at-will" workplace? This workshop will discuss employee manuals in detail.

The Art of Hiring and Firing
What are the "do's and don'ts" of hiring and firing paid and volunteer staff? What questions can you ask a prospective employee? What kinds of background checks can you perform? What is the best way to handle the termination meeting? Can you, or should you, give a reference for former employees? This seminar will address these and other questions related to hiring and terminating.

Harassment Policies
Does your organization have a harassment policy?  Does it cover sexual, religious, racial and other forms of harassment? When and how do you investigate a claim of harassment? What harassment training should paid and volunteer staff receive? This workshop will address harassment issues in the workplace and how to protect against a claim of harassment.

Classifying Employees: Employee/Independent Contractor Issues and Exempt/Non-Exempt Issues
Are your workers independent contractors or employees? What are the pitfalls of misclassification?  This workshop will discuss the factors to be considered in determining this status, as well as a discussion of how to properly classify employees as exempt or non-exempt, and the consequences of these classifications.

Managing Employee Leaves
Integrating the FMLA, ADA, Workers’ Compensation and Company Leave PoliciesDoes your organization understand the Family and Medical Leave Act and the NJ Family Leave Act? Do you have employees who have applied for Workers' Compensation benefits? Do you know how to deal with employees reporting disabilities? This workshop will address the relationship between FMLA, NJFLA, Workers’ Compensation, the ADA and company policies.

Employee Discipline Issues for Nonprofits
When employees are not performing at an expected level, you need to implement sound strategies for encouraging them to demonstrate immediate and sustained improvement in their conduct or performance, so that they remain a valuable asset for your organization. This workshop will describe the benefits of progressive employee discipline, provide practical suggestions, and address what to do when progressive discipline fails.

Wage and Hours Issues for Nonprofit Employers
Does your organization need guidance in determining how employees should be classified?  Do you sometime struggle with issues of how and when your organization is required to pay overtime?  This workshop will discuss the factors to be considered in determining how to properly classify employees as exempt or non-exempt, and the consequences of these classifications.  The workshop also will discuss overtime issues and allowable wage deductions.

Religion in the Workplace
Requests for religious accommodation at the workplace are rising.  Claims of discrimination based on religion are also rising.  Managers and supervisors need to understand how to balance the various rights and obligations of employers regarding religious practices, observances and beliefs.  This workshop provides a clear overview of the legal framework; basic understanding of way that the diverse religions we see in the United States may manifest at the workplace; and guidance on how and when to reasonably accommodate those expressions.

Risk Management in Hiring:  Overview of Employment Law and a Best Practices' Guide to Safe Hiring
Never hired an employee before?  The task can be daunting at first.  This program will give you an overview of the basic things you need to do, and the things you shouldn’t do, with special attention to discrimination and privacy issues.  Topics covered include: recruiting and interviewing candidates; selecting the right person; doing background checks (arrest and criminal records, reference and credit checks); drug testing; responding to reference checks from other employers; using applications, offer letters, and job descriptions; ensuring new hires complete required forms (e.g., W-4, I-9, insurance enrollment); distributing notices you need to give new hires (e.g., COBRA, CEPA, FMLA, anti-harassment policy, and workplace posters); dealing with the new Department of Homeland Security regulations regarding “no match” letters and the “e-Verify” program; properly classifying a worker as an employee, volunteer, or independent contractor; properly classifying an employee as exempt or non-exempt; setting up the personnel file (including segregating confidential information, such as medical records)

Harassment/Discrimination Issues in the Workplace:  The Basics & Recent Developments
Did you know that New Jersey law prohibits discrimination and harassment against employees in at least 18 different categories, including employees under the age of 40 and, as of July 2007, employees with varying gender identities and expressions?  Or that the EEOC recently began targeting discrimination against “workers with care giving responsibilities”?  Or that an employer has an obligation to train its managers, employees, and volunteers about the organization’s anti-discrimination/harassment policies?  Or that illegal harassment isn’t limited to just “sex”?

This workshop will review the protected categories, the employment practices that are implicated, and the steps you can take to help minimize the risk of losing an employment discrimination lawsuit (e.g., avoiding improper questions during the hiring process; making employment decisions based on objective, relevant business criteria; treating employees with respect; and promptly investigating complaints of improper conduct).

The “Other Workers” Workshop
This workshop will review the unique rules applicable to non-traditional workers – independent contractors, temp agency workers, volunteers, and interns.  Topics covered include properly classifying workers (the “ABC” test), potential liability for these workers’ personal injuries and wrongful acts, and the risks associated with compensating volunteers
.

Corporate Law and Governance Seminars

Board Members: Roles, Responsibilities, Liabilities and Protections
What are the roles, responsibilities and proper activities of the board of directors of a nonprofit organization? What are the potential liabilities of board members? What role should the board play in the day-to-day operations of the organization? What legal protections exist for board members? This workshop will address these and other topics relating to the legal and fiduciary obligations of a board of directors.

Nonprofit Mergers and Collaborations
Is your organization considering merging, consolidating or collaborating with another organization? What's the difference between a merger, an affiliation, and a joint venture? What are the pros and cons of various forms of collaboration? What are the legal issues involved, and what steps must be accomplished to formally collaborate? How might the merged organizations operate in the future? This workshop will address these, and other legal issues, that must be considered when an organization is considering a merger or consolidation.

HIPAA and other Medical and Employment Issues in the Nonprofit Workplace
This seminar provides an overview of several important laws that effect nonprofit organizations: The Health Insurance Portability and Accountability Act of 1996 (HIPAA):  Discussion of the basics of HIPAA,  and an explanation of how to comply with key HIPAA principles; The Family and Medical Leave Act (FMLA):  Federal and state requirements of the FMLA, and how to negotiate this sometimes complex set of regulations, including which organizations and employees are affected, how much leave must be given to covered employees, and what other benefits, if any, must be offered; and The Americans with Disabilities Act  (ADA) - This complements the FMLA discussion and explains the federal and state ADA requirements, including principles about what constitutes a "qualified individual" under the ADA, when must an employer offer a "reasonable accommodation," and what is considered "reasonable."

Insurance, Liability and Volunteer Seminars

Risk Management and Insurance Basics for Nonprofits
What risks does your organization face, and what protections should your organization have in place to address risk?   Do you have Directors & Officers insurance? Liability insurance?  Other policies? Do you know what your policies say, and what they cover?  This workshop discusses risks faced by nonprofits and suggests strategies for addressing risk, including the role of insurance in prudent risk management.

Legal Issues in Managing Volunteers
What is a volunteer? Are your staff members volunteers or employees? What laws apply and don’t apply to volunteers? Should you screen potential volunteers and how?  When and how can a nonprofit organization be held liable for the negligent acts of its volunteers? Can your volunteers be sued? What procedures can reduce the risk of liability to your volunteers? This workshop addresses these, and other legal issues, related to volunteer program management.

The Volunteer Protection Act and Other Protections for Volunteers
This workshop will discuss the federal Volunteer Protection Act, which affords protections to nonprofit agency volunteers, including volunteer board members, and other state-specific protections that reduce or guard against volunteer liability.

Screening and Background Checks
Can or should your organization conduct background checks on employees and volunteers? Can your organization be held liable if you fail to run a background check? Does your organization have volunteers or paid staff working with children, the elderly or persons with disabilities? Learn about state and Federal laws governing background checks, including the Federal Credit Reporting Act and the Volunteers for Children Act.


Nonprofit Law Seminars 

Legal Checkup for Nonprofits
This important workshop is an overview of the key legal issues for nonprofit organizations, including board roles and responsibilities proper state and federal filing requirements, employment law, sound corporate governance, political and lobbying activities, fundraising and revenue generating issues, risk management, and much more. 

Hot Legal Topics for Nonprofits
This workshop will highlight current "hot topics" affecting charitable nonprofit organizations.  What is the effect of the federal Sarbanes-Oxley law for nonprofits?  In what ways should your nonprofit become more accountable and how can you strengthen your governance techniques?  This workshop will discuss these and other current issues affecting the nonprofit sector, including conflicts of interest, reporting and accountability to the public, financial and audit committee oversight, fundraising and revenue generating activities, lobbying and political activities, and more.

Legal Issues of Fundraising and Revenue Generating Activities
Is your organization properly registered to conduct fundraising and appropriately reporting the donations it receives to the IRS? Do solicitations contain required disclosures? Are the proper acknowledgements being provided to your donors? Are you generating income from a business venture? Do you owe taxes on such income? Attend this workshop to protect your organization's tax-exempt status and to ensure that your organization is operating within the legal guidelines for nonprofit fundraising and revenue generating activities.

Identity and Information Theft Issues for Nonprofits 
Identity and information theft is on the rise, and an issue for nonprofit organizations.  How secure is your organization’s information?  Have you ever been the victim of information theft?  What safeguards does your organization have in place to protect your client files, your financial information, and other sensitive information? This important seminar will discuss the common types of privacy and security breaches; review the relevant state and federal laws; outline how to identify information theft risks in your organization; and help you develop an action plan to minimize such risks.

Negotiating with the IRS
If the IRS comes calling, will your organization be prepared? This workshop will review pitfalls in tax filings and practical advice on negotiating with the IRS when liability is threatened or has been assessed.

Lobbying and Political Activities for Nonprofits
What political activities are prohibited for charitable organizations? Which are permitted?  Is your organization endorsing candidates, inadvertently or otherwise? Does your organization engage in lobbying for specific legislation? Do you encourage others to do so?  How much lobbying are you allowed to do?  Come to this workshop to find out what a 501(c)(3) can and cannot do to influence legislation and encourage constituents to be politically active.

The Law of Nonprofit Organizations – Workshop for Attorneys
This workshop is designed for attorneys interested in the legal issues of particular concern to nonprofits.
    It reviews the responsibilities and potential liabilities of serving on nonprofit boards and highlights topics unique to the nonprofit sector, such as IRS Intermediate Sanctions, disclosure rules, lobbying and political campaign restrictions, the impact of Sarbanes-Oxley on nonprofits, and more.  It also offers advice on how board members can best serve their organizations and protect themselves and fellow board members, and discuss new legislative developments affecting charities. 

Starting a Nonprofit:  Myths and Realities
Is your organization ready for tax exemption? What are the pros and cons of forming a tax-exempt organization? What are the benefits and responsibilities of being incorporated and tax exempt? What are the alternatives to filing for tax exemption that will still let your organization receive donations? This important seminar will thoroughly discuss the process of becoming a charitable organization, and will help you determine whether this is the right choice for your organization.

The Internet World: Legal Issues for Nonprofits
Does your organization have a website? Do you provide advice over the internet?  What if your website information is outdated, or inaccurate? Do you fundraise on your website, or elsewhere on the internet? Does your organization have an internet use policy for employees? What are the legal implications of having links from your website to other websites? This workshop will discuss these and other evolving technology issues relating to the use of the internet and the maintenance of a nonprofit website.

Real Estate Seminars

Real Estate Basics for Nonprofits
Does your organization own or lease real estate?  Do you lease property to others?   This workshop addresses the real estate and facility issues of nonprofit landlords or leaseholders and provides an overview of legal issues involved in space-sharing and development projects, selling and purchasing property, as well as renovating an existing facility.

Special Topics

Privacy and Confidentiality Issues for Youth Serving Organizations
Do you have concerns about disclosure of confidential client information? Responding to subpoenas? Do parents or others request case files and other confidential agency documents?  This workshop will cover these and other issues such as Children’s vs. Parents’ Rights, medical treatment of youth in an agency's care and HIPAA obligations. 

Liability, Risk Management and Compliance Issues For Youth Serving Organizations
Do you have concerns about liability risks for your agency and staff in providing services to youth?  This workshop, featuring a panel of experienced managers of youth-serving nonprofits and lawyers, will cover a wide range of legal issues including: strategies for avoiding claims of negligent hiring and Department of Labor audits; compliance with government contracts and regulations governing fundraising;  a primer on lobbying and advocacy activities;  and strategies to prepare your agency for increased scrutiny by regulators as a result of anticipated reforms in the charitable sector.

Employment Law Issues, Insurance Issues, and Corporate Governance Issues for Women Serving Organizations
What employment law issues does your organization face – classification of employees as exempt or nonexempt?  Screening and background checks for employees and volunteers?  Proper hiring and supervision?  Sound termination procedures? Proper record retention policies?  Also, does your organization have the right insurance for your organization’s activities and risks?  This workshop will cover these and other issues such as sound corporate governance policies and liability issues for board members.

Confidentiality Issues, Consent Issues, and Landlord-Tenant Issues for Women Serving Organizations
Confidentiality-related issues are of critical concern to many groups working to empower women and/or prevent domestic violence.  What confidentiality laws apply to your organization? How should your staff respond to subpoenas and requests for records?  What is the difference between testifying as an "expert" or as a fact witness? This workshop will cover these and other confidentiality-related issues, as well as other issues, including how to deal with clients as tenants, and how to obtain proper authorizations, consents and waivers for program activities.

Copyright, Trademark and other Intellectual Property Issues for Nonprofits
How can charitable organizations protect their program names, logos, websites, publications and other materials?  How does an organization know if and when it has intellectual property rights to be protected?  This workshop will provide an invaluable overview on the basics of intellectual property law, including copyrights, trademarks, and service marks; the difference between seeking state and federal protection, and how to go about seeking such protections; remedies if and when your intellectual property is being infringed by others; licensing agreements and releases for the use of information; issues with hiring outside consultants and advertising agencies; and intellectual property issues raised by a nonprofit’s website and other internet uses. 
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