September 26, 2013 - 8:00 AM - 5:30 PM

Nonprofit Executive Summit: Bringing Nonprofit Leaders Together to Discuss Legal, Finance, Tax, and Operational Issues Impacting the Sector

This event has already occurred.
Venable LLP
575 7th Street, NW
Washington, DC 20004

Click here to view presentation materials from the event.

Please join Venable and CliftonLarsonAllen for a complimentary full-day symposium with a focus on bringing leaders in the industry together to explore a wide range of critical issues impacting the nonprofit sector.  This invitation-only event promises to be a valuable educational and networking opportunity.  Currently, we have senior representatives from over 50 national nonprofit organizations registered for the program.

Breakfast, lunch, and cocktails will be provided. 


Keynote: The Federal Tax Landscape for Nonprofits: View from the Hill

Tiffany Smith, Esq., Tax Counsel, Majority Staff, U.S. Senate Finance Committee

Risk to Relevance: Protecting Your Nonprofit's Business Model

The traditional nonprofit business model is being challenged by rapidly changing technology, social media, generational shifts in giving and membership, government travel and meeting restrictions, open access to data, increasing for-profit competition, advocacy platforms, and more. Join three industry professionals on the front lines of these changes to learn how they are adapting to this seismic shift in how nonprofits do business.       

John P. Langan, CPA, Managing Partner, Public Sector Group, CliftonLarsonAllen

Dr. Kevin M. Ross, President, Lynn University
Chris J. Brantley, Managing Director, IEEE-USA
Andrew Watt, FlnstF, President & CEO, Association of Fundraising Professionals

In the Wake of the IRS Exempt Organizations Scandal, What Changes Are in Store for the Future and What Does It Mean for Your Nonprofit?

The ongoing crisis at the IRS Exempt Organizations Division – which started with improper scrutiny and delays of certain tax-exemption applications – has now expanded well beyond that.  The fallout includes the replacement of every senior leader in the Division, while wreaking havoc on exemption application processing. Today, the crisis looks to have even broader ramifications. Learn what this means for all nonprofits, where is the IRS EO Division going to be focusing its efforts in the coming year, and what your organization can do to avoid being caught in the crossfire.

George E. Constantine, Esq., Partner and Co-Chair of the Regulatory Practice Group, Venable LLP

Matthew T. Journy, Esq., Associate, Venable LLP
John P. Langan, CPA, Managing Partner, Public Sector Group, CliftonLarsonAllen

Effective Governance: Top Ten Tips for Ensuring the Success of Volunteer Leaders

Effective governance is at the heart of nonprofit efficiency and effectiveness in meeting organizational goals. Board dysfunction is the elephant in the room that cannot be ignored if nonprofits are to be successful in achieving their mission in an increasingly challenging environment. Explore best practices in nonprofit governance with two experienced consultants through their real-world experiences working with the best in breed and the also-rans.

Robert C. Harris, CAE, President & CEO, Non Profit Resource Center
Ben Aase, Principal, Public Sector Group, CliftonLarsonAllen

Building and Protecting Your Nonprofit’s Brand in Social Media: Managing the Legal Pitfalls

As virtually every nonprofit organization knows, social media can provide an excellent platform for promoting your organization's brand, promoting your industry, profession or cause, and engaging with the public, regulators and others. But there are also legal risks that need to be carefully considered and managed by nonprofits when engaging in social media usage. This interactive, advanced-level session will cover topics such as:

  • What social media has to do with your brand and why this is important to the attorneys
  • Protecting and enforcing your trademarks and copyrights - and avoiding infringing others' - in social media
  • Common domain name pitfalls
  • Dealing effectively with defamation
  • Managing privacy issues and concerns
  • Using social media to conduct raffles and other contests
  • Legal issues to consider when creating a social media policy, both for your employees and for members, donors and others

Armand J. (A.J.) Zottola, Esq., Partner, Venable LLP
Mark A. Eich, CPA, CISA, Principal, Information Security Group, CliftonLarsonAllen

International Opportunities and Pitfalls for Nonprofits

More often than not, global reach is the goal for many U.S.-based nonprofits. Yet, there is a minefield of thorny legal, financial, operational, and other issues that needs to be addressed to keep your organization out of trouble:

  • Hosting meetings and other events overseas
  • Hiring local representatives
  • Affiliating with foreign entities
  • Determining appropriate corporate and tax structures
  • Considering foreign payment and dispute resolution options, and
  • Analyzing U.S. export controls

What are the biggest pitfalls, what are best practices for dealing with them, and what are the key lessons learned by those who have succeeded and failed with international expansion?

Jefforie A. Kvilhaug, CPA, Managing Partner, Global Services, CliftonLarsonAllen
Carrie A. Kroll, Esq., Associate, Venable LLP

This event is invitation only. Please contact Kelly Harris at or 202-344-4759 with any questions or to request an invitation.