Join Fox Rothschild attorneys Rich Caputo and Jacqueline Motyl and representatives of Baker Tilly and Tompkins Financial for a comprehensive breakfast program on common errors made by nonprofit organizations. This program includes three sessions, during which attendees will learn how to minimize risk and better position their organizations for continued success.

Common Errors
Review mistakes involving formation, endowments, restricted funds, spending policies, bylaws, governance, signatory and disbursement policies, fundamental transactions, mergers, reorganizations, corporate structure, unrelated businesses, and tax and financial reporting, and discuss strategies to minimize risk from a wide variety of sources.

Minimizing Risk Through Insurance and The Creation of Affiliates
Learn how to use insurance and modify a nonprofit’s organizational structure to minimize liability exposure.

Minimizing Risk Through Alternative Affiliation/Acquisition Structures
Learn about risks arising from mergers and explore alternative affiliation/acquisition structures to minimize them.

Featuring:
Rich Caputo, Partner, Fox Rothschild
Jacqueline Motyl, Partner, Fox Rothschild
Kerri Bogda, Partner, Baker Tilly
Fran Post, Senior VP and Managing Director, Tompkins Financial Advisors
Kevin Grant, Senior Wealth Advisor, Tompkins Financial Advisors
Sam Harter, Senior VP, Tompkins Insurance Agency
Steve Brunner, Senior VP, Employee Benefits, Tompkins Insurance Agency
Mike Bove, VP, Tompkins Insurance Agency
Jim Turner, Senior VP, Employee Benefits, Tompkins Insurance Agency