Strategies for Not-for-Profit Organizations to Minimize Risk

Event Info

Philadelphia Cricket Club
St. Martins Clubhouse
415 West Willow Grove Ave.
Philadelphia, Pa.
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Join us to discuss strategies to grow a not-for-profit’s revenue, asset base and labor force without increasing risk and liability exposure.

Agenda:

9:30 – 10 AM – Registration, networking and breakfast
10 – 11:10 AM – Session I: The most common errors made by not-for-profit organizations
11:10 – 12:10 PM – Session II: Minimizing risk through insurance
12:10 – 1 PM – Networking lunch
1 – 2 PM – Session III: Minimizing risk through organizational and reorganizational structures
2 PM – Adjourn

Session information:

I. The most common errors made by not-for-profit organizations

Presented by Rich Caputo, Partner and Not-for-Profit Organizations Group Chair, Fox Rothschild LLP and Julius Green, Partner and Exempt Organization Tax Leader, Baker Tilly

We will discuss:

  • Common errors made and ways to minimize liability exposure at formation
  • Common bylaw and governance errors and ways to minimize liability exposure by adopting certain bylaw provisions and policies
  • Common tax and financial reporting errors and ways to minimize liability exposure from reporting requirements
  • Risk arising from operations, real estate and related and unrelated business activities and ways to minimize liability exposure

II. Minimizing risk through insurance and organizational structures

Presented by Jim Loomis Jr., President – Property & Casualty Division and Ed Yoder, Senior Sales Executive – Property & Casualty Division, The Loomis Company

We will discuss:

  • Creditor remedies should a claim exceed insurance coverage
  • How operational risk can be mitigated through insurance coverage
  • How risk can be minimized through organizational structuring

III. Common reorganization and M&A errors and minimizing risk through alternative reorganizational structures

Presented by Rich Caputo, Partner and Not-for-Profit Organizations Group Chair, Fox Rothschild LLP

We will discuss:

  • Case studies on how to modify your organizational structure to minimize liability exposure
  • Common errors made when reorganizing your operations or merging with/acquiring third parties, and ways to limit liability exposure from these activities

CPE credits will be provided by Baker Tilly. CLE credits will be provided by Fox Rothschild.

CPE:
3 credits; Fields of Study: Business Management & Organization; Management Advisory Services; Taxes; Host: Malorie Goldblatt

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