Nonprofit Directors & Officers and Personal Liability: Pitfalls and Protections

$195.00

CLE credits earned: 2 General Credits (WA 2 Law and Legal)

Attorneys will learn the basic fiduciary duties of nonprofit board members.  The presentation will focus on one aspect of those duties – overseeing the nonprofit’s compliance with applicable laws.  We will discuss a recent Massachusetts Supreme Judicial Court that addressed the intersection of the state wage and hour laws, the federal Volunteer Protection Act, and the state statute providing immunity to unpaid directors in certain circumstances.  The Supreme Judicial Court decision notably held that the federal and state protection statutes applied to statutory wage and hour violations and protected the officer not just from damages, but also from being sued.  The presentation will also discuss best practices for directors and officers fulfilling their compliance responsibilities in other areas of the law, the scope of statutory protection for unpaid directors, and suggested measures to mitigate personal liability of directors.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

Nonprofit Board Members’ fiduciary duties
Potential personal liability of directors and officers for wage and hour law violations
Massachusetts Crawford decision
Other key areas of compliance responsibilities of board members

Date / Time: January 29, 2021

•   3:00 pm – 5:00 pm Eastern
•   2:00 pm – 4:00 pm Central
•   1:00 pm – 3:00 pm Mountain
•   12:00 pm – 2:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.

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Original Broadcast Date: January 29, 2021

Anita Lichtblau | Partner | Casner & Edwards LLP

Anita Lichtblau is a partner in the Nonprofit Organizations practice of Casner & Edwards LLP, a mid-sized Boston law firm that provides comprehensive legal advice to nonprofit organizations, businesses, and individuals. Her areas of legal expertise include nonprofit formation and affiliations, government and foundation grants and contracts, tax exemption issues, governance, cy pres and deviation actions, dissolutions, fundraising, lobbying and political activity, and employment and executive compensation. She is a former Co-Chair of the Steering Committee of the Tax-Exempt Organization Section of the Boston Bar Association and current Co-Chair of that Section’s Working Group on reforming the state nonprofit statute.

Before joining Casner & Edwards, Anita served for fifteen years as both the General Counsel for Action for Boston Community Development (ABCD), a large nonprofit human services organization and Community Action Agency (CAA) that provides Head Start and other services to low-income people, and Executive Director of Community Action Program Legal Services (CAPLAW), a nonprofit providing legal training and technical assistance to the approximately 1000 CAAs across the country, all of whom are primarily funded with federal and state grants.

Prior to holding those positions, Anita was a senior trial attorney with the United States Department of Justice handling white collar criminal cases in federal courts in New England and practiced with the Boston firm Hill & Barlow and the Washington D.C. firm Steptoe & Johnson. Anita is a graduate of Harvard Law School and Cornell University.

Sharon C. Lincoln | Partner | Casner & Edwards LLP

Sharon C. Lincoln advises nonprofit entities on the wide range of issues related to their tax-exempt status, including formation, funding, governance, executive compensation (including deferred compensation), regulatory compliance, restructuring, international grant making, lobbying, unrelated business income, tax opinions, and mergers & acquisitions. In addition, Sharon assists clients in matters directly involving the Internal Revenue Service, the Massachusetts Attorney General’s Office, and the Massachusetts Department of Revenue, including audits, appeals and ruling requests. She is admitted to practice before the U.S. Tax Court and advises clients with regard to tax-related litigation.

Sharon also assists clients with planning and structuring new social ventures. To that end, she keeps track of developments that affect social entrepreneurs, including guidance regarding benefit corporations and other “hybrid” entities.

Prior to joining Casner & Edwards, Sharon was the Chair of Foley Hoag LLP’s Nonprofit/Social Venture Practice group in Boston. Sharon is a graduate of Harvard Law School and Dartmouth College.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

Automatic MCLE Approvals
All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

Live Video Broadcasts
Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

“Live” Re-Broadcasts
“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

Reciprocity
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

I. Introduction to general fiduciary duties of nonprofit directors and officers 3:00-3:15
II. Scope of potential personal liability of directors and officers 3:15-3:30
III. Typical state law protections for volunteer directors and officers 3:30-3:45
IV. Federal Volunteer Protection Act 3:45-4:00
V. Typical state law concerning directors’ and officers’ responsibility to ensure employees are paid in a timely fashion and otherwise in compliance with law 4:00-4:15
VI. Crawford decision 4:15-4:30
VII. Other compliance areas: Form 990, audit, maintenance of 501(c)(3) status, state reporting; employment law, deferred compensation 4:30-4:45
VIII. Best practice protocols to mitigate directors’ and officers’ personal liability, including D&O insurance and indemnification 4:45-5:00