Montgomery McCracken Walker & Rhoads LLP

25th Annual This Year In Nonprofit Law
2015-12-07
Nonprofit Issues® and the Philadelphia law firm of
Montgomery McCracken will present the 25th annual “This Year in
Nonprofit Law” on Monday, December 7, 2015.

Pedro A. Ramos , the newly-minted President and CEO of The
Philadelphia Foundation, will provide the keynote talk on “A 360-degree
View of Nonprofit Leadership.” Mr. Ramos has served as a director on
several prominent nonprofit boards, as a nonprofit volunteer, as City
Solicitor and Managing Director of City of Philadelphia, and as Chair of
the Philadelphia School Board and School Reform Commission. He has
been scanning the philanthropic scene both nationally and locally as he
starts his new position. From these multiple perspectives he will
provide his observations on the role of nonprofit leaders and nonprofit
organizations in getting things done in the community.

The program will provide 5 hours of continuing legal education credit
for Pennsylvania lawyers, including an hour of ethics credit for those
attending the ethics session, and 5 hours of CPE for Pennsylvania
accountants.

Agenda:

8:30
a.m. Breakfast and Registration

9:00
a.m. Welcome

Donald W. Kramer, Chair, Nonprofit
Law Group, Montgomery McCracken

Editor, Nonprofit Issues®

9:15
a.m. “This Year In Nonprofit Law “

Donald W. Kramer, Montgomery McCracken

Virginia P. Sikes, Montgomery McCracken

Karl E. Emerson, Montgomery McCracken

Catherine H. Gillespie, Montgomery McCracken

William L. Kingsbury, Montgomery McCracken

John M. Myers, Montgomery McCracken

10:45
a.m. Break

11:00
a.m. Nonprofit Leadership: A 360-Degree View

Pedro
A. Ramos, President and CEO, The Philadelphia Foundation

12:15
p.m. Lunch

1:00
p.m. Concurrent Sessions

Mergers, Acquisitions and Affiliations
– Justice Robert Room

Donald W. Kramer, Montgomery McCracken

Virginia P. Sikes, Montgomery McCracken

When is a CGA Better than a CRT? – Madva Room

C. Scott Meyer, Montgomery McCracken

Hot Topics in Labor Law –
Discrimination and Harassment – Buller Room

Chastity C. Bruno, Montgomery McCracken

2:15
p.m. Break

2:30
p.m. Concurrent Sessions

Ethical
Issues for Lawyers and Executives – Justice Roberts Room

Donald W. Kramer, Montgomery McCracken

Virginia P. Sikes, Montgomery McCracken

John M. Myers, Montgomery McCracken

Cybersecurity for Nonprofits – Madva Room

Michael B. Hayes, Montgomery McCracken

David F. Herman, Montgomery McCracken

Priya Roy, Montgomery McCracken

Latest
Developments in Employee Benefits – Buller Room

Michael L. Epstein, Montgomery McCracken

Timothy F. Kennedy, Montgomery McCracken

3:45
p.m. Adjournment

December 7, 2015 at 8:30 AM – 3:45 PM

CLE Credits : 5 PA CLE Credits; 5 CPE Credits
Montgomery McCracken123 S. Broad StreetPhiladelphia, PA 19109

Selecting a Remedy and Paying for It
2015-12-03
Montgomery McCracken partner Charles B. Casper presented a lecture on Superfund to faculty, graduate students and post-doctoral fellows at the Superfund Research and Training Center in the Perelman School of Medicine at University of Pennsylvania. The Center has a five-year grant from the National Institutes of Health for research into asbestos exposure.

Topics Included:

Superfund Sites
How does a site become a Superfund Site
How is a remedy selected
Who pays for investigation and remedy
What does and doesn’t invoke CERCLA Liability
Who is liable
Who is an operator and who is an arranger
Novak Landfill
Oswald (Dorney Road) Landfill
Studied remedy and cost of sites

December 3, 2015 at 2:00 PM – 4:00 PM

27th Annual Nonprofit Finance & Accounting Symposium
2015-12-02 - 2015-12-04
Montgomery McCracken partner Karl E. Emerson will present “State Charitable Solicitation Compliance,” at the 27th Annual Nonprofit Finance & Accounting Symposium on December 3, 2015 in Washington, DC.

Visit gwscpa.com for more information and to register.

December 2, 2015 at 1:00 PM – December 4, 2015 at 5:00 PM

CLE Credits : 20
DC Convention Center801 Mt Vernon Pl NWWashington, DC 20001

Cybersecurity for Nonprofits Webinar
2015-11-17
Partner Stephen A. Grossman and Associate David F. Herman will be presenting on Cybersecurity for Nonprofits on Tuesday, November 17, 2015.

Visit nonprofitissues.com for more information and to register for the webinar.

2015 NJ Commission on Professionalism Awards
2015-10-29
Partner Joel B. Rosen will serve as Keynote Speaker during the 2015 NJ Commission on Professionalism Awards luncheon on Thursday October 29, 2015 in Somerset, New Jersey.The luncheon pays tribute outstanding lawyers who exemplify the values in the legal profession.

Visit tcms.njbsa.com for more information and to register.

October 29, 2015 at 12:00 PM – 3:00 PM

The Imperia1714 Easton Ave Somerset, NJ 08873

The Fall Forum for Colleges and Universities
2015-10-23
For a PDF of the event agenda, click here.

Event materials can be found in the links below:

Data Security Outline and Resources (Hayes, Roy)

Protect Yourself and Your Identity

IFAP Dear Colleague Letter – Protecting Student Information 7.29.15

Assistance and Support Animals (Gillespie)

University of Nebraska at Kearney – Consent Order 9.3.15

Housing Policy

Assistance Animal Policy

Web Content Accessibility (Web Accessibility Initiative 10.23.15)

Part 1
Part 2

The Trigger Warnings Debate (Ibach)

My Trigger-Warning Disaster (from Salon.com 10.28.15)

Ripped from the Headlines – Current Ethics Issues (Mishkin, Myers)

Part 1
Part 2

U.S. Department of Education Letter to Palatine School District on Transgender Student Rights

Selected Attorney Profiles

2015 Higher Ed Fall Forum Attendee List

October 23, 2015 at 8:00 AM – 1:30 PM

CLE Credits : 3 Substantive Credits and 1 Ethics Credit (Pending – PA)

10th Annual International Maritime Law Seminar
2015-10-01
The 10th Annual International Maritime Law Seminar will be held in London on October 1, 2015. The half-day seminar “Recent Developments in Maritime Law: A Multi-Jurisdictional Perspective” will feature 15 speakers from 14 different countries, addressing recent developments in maritime law within their respective jurisdictions.

Visit internationallawseminar.com for more information.

October 1, 2015 at 8:00 AM – 5:00 PM

The Gibson Hall13 BishopsgateLondon EC2N 3BAUnited Kingdom

University of Michigan Injury Center Sport Concussion Summit
2015-09-24
Partner Steven Pachman will be a presenter at the University of Michigan Injury Center Sport Concussion Summit in Ann Arbor, Michigan. Pachman will be presenting “The Legal Aspects of Concussions” to clinicians, medical doctors, physician assistants, and athletic trainers, as well as coaches, researchers, and legislators.

For more information on the Summit, click here.

September 24, 2015 at 3:15 PM – 3:45 PM

The University of MichiganAnn Arbor, MI

Maritime Salvage 2015
2015-09-22 - 2015-09-24
Partner Alfred J. Kuffler will be presenting “Environmental Salvage: Places of Refuge,” at Maritime Salvage 2015 in Stamford, Connecticut on September 22, 2015.

For more information on Maritime Salvage 2015, click here.

September 22, 2015 at 8:00 AM – September 24, 2015 at 4:00 PM

Hilton StamfordStamford, CT

2015 Tax Law Update Series: Staying in Compliance with Employee Benefits, Foreign Assets and Investments
2015-09-21
The attorneys of Montgomery McCracken’s Tax Practice invite you to join them for a complimentary seminar series on recent tax cases, rulings and regulations relevant to the needs and demands of your clients.

Keeping your clients’ business in compliance with local, national and international tax rules and regulations involving employee benefits and foreign assets and investments is a challenging duty. This session will examine these compliance challenges, as well as factors for accountants and financial service professionals to consider when advising their clients on employee benefits and foreign assets and investments. Continuing education credits will be provided.

Speakers:

Gary M. Edelson, Partner

Gary concentrates his practice on issues related to income tax, taxation of pass-through entities, estate and gift tax, mergers and acquisitions, taxation of qualified plans and tax-exempt entities that invest in pass-through entities.

Michael L. Epstein, Partner

Michael focuses his practice on employee benefits and executive compensation. He counsels plan sponsors, administrators, and plan fiduciaries on a daily basis regarding the requirements imposed by the Internal Revenue Code and ERISA. His practice focuses on tax-qualified retirements plans, health and welfare plans (including COBRA, FMLA, HIPAA, WCRA, MHPA and wellness programs), and executive compensation.

Jonathan R. Flora, Partner

Jonathan advises clients on federal, state and local tax issues. He has represented clients on tax planning and structuring for a broad range of transactions, such as joint ventures, mergers and acquisitions, divestitures, reorganizations, redemptions, liquidations, securitizations, issuance of securities, licensing, workouts and tax-free exchanges.

Who Should Attend
Accountants
Attorneys
Financial Service Professionals
Credits
1.5 CPE Credits (PA)
1.5 CLE Credits (PA and NJ)
To register, click here.
For more information or questions, please contact Emilie Klenk at eklenk@mmwr.com or 215.772.7439.

September 21, 2015 at 5:30 PM – 8:00 PM

123 South Broad St.Philadelphia, PennsylvaniaUnited States
CLE Credits : 1.5 Credits

Class Action Litigation 2015
2015-07-22
Partner Sidney S. Liebesman presented during the Practising Law Institute’s Class Action Litigation 2015 webinar on Jully 22, 2015. Liebesman presnted “Recent Developments in Securities Class Actions.”

Visit pli.edu for more information.

Third Annual Big Ten/Ivy League Traumatic Brain Injury Research Collaboration Summit
2015-07-15
Partner Steven Pachman will be presenting “The Legal Landscape of Concussion” at the Third Annual Big Ten/Ivy League Traumatic Brain Injury Research Collaboration Summit hosted by the Committee on Institutional Cooperation. The summit is being held at The Big Ten Center in Rosement, Illinois.

For additional information, click here.

July 15, 2015 at 2:00 PM – 3:00 PM

The Big Ten Center5440 Park PlaceRosemont, Illinois 60018

Practising Law Institute's Class Action Litigation 2015
2015-07-08
Partner Sidney S. Liebesman will be presenting “Litigation Strategies” at Practising Law Institute’s Class Action Litigation 2015 on July 8 in New York City.

Visit pli.edu for more information and to register.

July 8, 2015 at 9:00 AM – 5:00 AM

PLI New York Center1177 Avenue of the Americas 2nd floor (entrance on 45th Street) New York, New York 10036

Cybersecurity: A Mid-Year Legal Review
2015-06-25
Cybersecurity is a top concern for GCs across industries. According to some estimates, as more corporate infrastructure moves online, the impact of data breaches will cost $2.1 trillion globally by 2019, almost four times the estimated cost of breaches in 2015.

Join Montgomery McCracken’s Michael B. Hayes and David M. Brown and Capsicum Group’s Leeza Garber for a webinar on:

Cyberattacks and why they are such a hot issue;
How to guide your clients through a data breach;
Landscape of existing federal and state laws you must consider in connection with cybersecurity and the potential impact of pending federal legislation on your cybersecurity and data breach notification responsibilities;
Recent federal cybersecurity enforcement actions, penalties and trends (Federal Trade Commission and Federal Communications Commission);
Class action case developments; and
Looking forward – how you can mitigate your risks.

To register, click here.

Registration Instructions:

Sign in to West LegalEdCenter/Thomson Reuters by using your OnePass login credentials by clicking here. If you do not have a OnePass account, please create a free account here.

Once you are logged in, please click the event page link here.

In the upper right-hand corner of the event page, please click the link “Add to Cart.” Enter the code WEB55 so that all fees are waived.

One hour of CLE credit will be provided. Click the registration link to view accredited states.

For more information or questions, please contact Emilie Klenk at eklenk@mmwr.com or 215.772.7439.

June 25, 2015 at 12:00 PM – 1:00 PM

CLE Credits : 1 CLE Credit will be provided.

Passing the Torch: Considerations for Business Succession Planning
2015-06-25
Montgomery McCracken, Shechtman Marks Devor and the Woodward Group hosted an informative breakfast panel discussion on business succession planning.
Areas of topic covered include:

Preparing Today for a Sale or Transfer of Business
Montgomery McCracken’s Howard Vigderman discussed buy/sell agreements, bylaws and minutes as well as estate planning considerations including outright gifts to family members, gifts to irrevocable trusts, gifts to GRATs, sale to family members and sale to grantor trusts.

What is Your Business Worth?
Shechtman Marks Devor’s Russell Gordon covered the valuation methodology and what it means for your business during a sale or transfer. He also discussed tax implications and strategies, what to expect during a sale and what buyers look for in an acquisition.

Finding Success in Business Succession Planning
The Woodward Group’s Tara Stephenson shared examples of clients’ success and how preparing your business for sale drives higher value during a transaction. She also discussed trends in sales of businesses.

The panel discussion was moderated by William Keffer of Montgomery McCracken.

June 25, 2015 at 8:00 AM – 10:00 AM

https://www.youtube.com/watch?v=e7rG5GfqA3s
The Merion Cricket Club
325 Montgomery Avenue
Haverford, PA 19041

Giving USA 2015: The Annual Report on Philanthropy in America in 2014
2015-06-16
Join Greater Philadelphia’s influential nonprofit leaders and philanthropists for a networking breakfast to discuss Giving USA’s Annual Report on Giving and issues facing American philanthropy.

Speakers:

Karl E. Emerson, Partner, Montgomery McCracken
Robert I. Evans, President, Evans Consulting Group
Patrick M. Rooney, Associate Dean, Lilly Family School of Philanthropy at Indiana University

Space is limited. To register, please click here.

For more information or questions, please contact Emilie Klenk at eklenk@mmwr.com or 215.772.7439.

Click here to review a copy of the program materials.

June 16, 2015 at 7:30 AM – 10:00 AM

123 South Broad St.Philadelphia, PennsylvaniaUnited States

11th Annual Comprehensive Conference on Class Actions
2015-06-04 - 2015-06-05
CLE Credits : The conference will provide up to 12 CLE credits, including 1 Ethics credit.
Partner Charles B. Casper will be presenting “National Class Action Trends: Where is the Case Law Taking Us?” at the 11th Annual Comprehensive Conference on Class Actions on June 4-5 in Seattle, WA. This presentation will address evolving class certification standards, ascertaining class membership, removing cases under CAFA, offering judgment under Rule 68 to moot claims, voluntarily dismissing a case, assessing a plaintiff’s adequacy to represent the class.
Visit lawseminars.com for more information and to register for the conference.

University of Michigan NeuroSport's All Eyes on Concussion
2015-05-29
Partner Steven Pachman is scheduled to present at the University of Michigan NeuroSport’s “All Eyes on Concussion” seminar taking place May 29 at the Junge Center at Michigan Stadium in Ann Arbor, Mich.

May 29, 2015 at 8:00 AM – 4:00 PM

333 E. Stadium Blvd.Ann Arbor, MI 48104

New Jersey Defense Association's ADR Seminar
2015-05-22
Partner Joel B. Rosen will be a speaker at the New Jersey Defense Association’s ADR Seminar. He will present “Issues and Approaches to Mediation.”

Visit njdefenseassoc.com for more information.

May 22, 2015 at 6:00 PM – 8:00 PM

The Mansion3000 Main StreetVoorhees, NJ

2015 Tax Law Update Series: S Corporations - Nine Topics You Need to Know
2015-05-18
The attorneys of Montgomery McCracken’s Tax Practice invite you to join them for a complimentary seminar series on recent tax cases, rulings and regulations relevant to the needs and demands of your clients.

The first installment of Montgomery McCracken’s 2015 Tax Law Update Series will be held on Monday, May 18. Partners Gary M. Edelson and Jonathan R. Flora will discuss nine important topics that affect S Corporations.

S corporations are often an ideal choice of formation for small-business owners. This is likely because S corporations have appealing tax benefits while still providing business owners with the liability protection of a corporation. This session will examine these tax benefits, as well as factors for accountants and financial service professionals to consider when advising their clients on the choice between an S corporation and a C corporation or an LLC. Continuing education credits will be provided.

Speakers:

Gary M. Edelson, Partner
Gary has represented S corporations, limited liability companies and partnerships (including private investment vehicles), registered investment companies and grantor trusts in connection with matters on issues related to income tax, taxation of pass-through entities, estate and gift tax, mergers and acquisitions, taxation of qualified plans and tax-exempt entities that invest in pass-through entities.
Jonathan R. Flora, Partner
Jonathan advises clients on federal, state and local tax issues. He has represented clients on tax planning and structuring for a broad range of transactions, such as joint ventures, mergers and acquisitions, divestitures, reorganizations, redemptions, liquidations, securitizations, issuance of securities, licensing, workouts and tax-free exchanges.

Who Should Attend:
Accountants
Attorneys
Financial Service Professionals

To view the materials from the presentation, please click here.

May 18, 2015 at 5:30 PM – 8:00 PM

123 South Broad St.Philadelphia, PennsylvaniaUnited States
CLE Credits : 2 CPE Credits (PA) and 2 CLE Credits (PA and NJ)

New York E-Discovery Workshop
2015-05-13
Partners Stephen A. Grossman and Michael B. Hayes will be presenting during the New York E-Discovery Workshop in New York City on May 13, 2015.

Visit ediscovery.com for more information and to register for the workshop.

May 13, 2015 at 8:30 AM – 5:30 PM

CLE Credits : NY: 6.5 (1.0 Ethics & Professionalism; 5.5 Areas of Professional Practice)
Kroll Ontrack, Inc600 Third Avenue New York, NY 10016

Sports Neuropsychology Concussion Symposium 2015
2015-04-30 - 2015-05-02
Partner Steven Pachman will be a presenter at the Sports Neuropsychology Concussion Symposium in Atlanta, Georgia. The symposium provides an annual update on the science and practice of sports concussion with the goal of promoting evidence-based management. This symposium is intended for clinical neuropsychologists, physicians, certified athletic trainers, and other medical professionals who treat athletes. The course will also provide vital information to athletic directors, coaches, league/organization personnel, and other non-medical individuals who are responsible for the health and safety of athletes.

For more information on the Symposium, click here.

For the Symposium schedule of events, click here.

April 30, 2015 at 8:00 AM – May 2, 2015 at 5:00 PM

Hyatt Regency Atlanta, Georgia

Northeast Corporate Counsel Forum
2015-04-20
Partner Michael B. Hayes will be a panelist on “Internal Investigations: Perspectives, Immediate Steps & The Long Haul” at the second annual Northeast Corporate Counsel Forum in Atlantic City on April 20.

For more information and to register, click here.

April 20, 2015 at 8:00 AM – 5:00 PM

CLE Credits : Credits will be provided.
Borgata Hotel Casino & Spa1 Borgata WayAtlantic City, NJ 08401

The Planned Giving Course
2015-04-17
Of counsel Donald W. Kramer will serve as a faculty member during the two-day Planned Giving Course presented by The Partnership for Philanthropic Planning of Greater Philadelphia on Friday, April 17 and Friday, April 24 at Montgomery McCracken in Philadelphia.

For more information and to register, click here.

123 South Broad St.Philadelphia, PennsylvaniaUnited States
CLE Credits : Up to 16 CLE credits to be provided.
Download Event Attachment

Nuts and Bolts of Federal Practice
2015-04-14
Partner Joel B. Rosen will present “Nuts and Bolts of Federal Practice” at the New Jersey Institute for Continuing Legal Education on April 14 in Mt. Laurel, NJ.

Please visit njicle.com for more information and to register for the seminar.

April 14, 2015 at 9:00 AM – 1:00 PM

CLE Credits : CLE credits will be provided.
The Westin Mt. Laurel555 Fellowship RoadMt. Laurel, NJ

Nonprofit Series: Protecting Your Charity in Charitable Giving
2015-03-31
Of Counsel Donald W. Kramer is scheduled to present during the Pennsylvania Bar Instiute’s webinar, “Nonprofit Series: Protecting Your Charity in Charitable Giving” on March 31.

Please click here for additional information.

March 31, 2015 at 12:00 PM – 4:15 PM

CLE Credits : CLE Credits will be provided.

Internet Law Update 2015
2015-03-30
Partner Jeremey D. Mishkin is scheduled to present during the Pennsylvania Bar Institute’s seminar, “Internet Law Update 2015” on March 30 at the CLE Conference Center in Philadelphia. The seminar will be simulcast in multiple locations.

Please click here for more information and to register.

March 30, 2015 at 9:00 AM – 4:00 PM

CLE Credits : 5 Substantive credits and 1 Ethics credit will be provided.
The CLE Conference Center Wanamaker Bldg., 10th FL, Ste. 1010 Philadelphia, PA 19107

12th National Conference on Class Actions of the Barreau du Québec
2015-03-26 - 2015-03-27
Partner Christopher Scott D’Angelo will be a featured speaker at the 12th National Conference on Class Actions: Recent Developments in Quebec, in Canada and the United States. The seminar, hosted by Le Barreau du Quebec (The Quebec Bar Association), is scheduled to take place in Montreal on March 26 – 27. D’Angelo will present “What the European Union Is Doing with Collective Redress or Class Actions.”

For more information or to register, please click here.

March 26, 2015 at 8:30 AM – March 27, 2015 at 5:30 PM

Palais des congrès de Montréal (room 511 A-D) 1001Place Jean-Paul RiopelleMontreal, Québec H2Z 1H2

Gift Acceptance Policies That Work
2015-03-19
Of Counsel Donald W. Kramer, editor of Nonprofit Issues, is scheduled to present a webinar in partnership with the Pennsylvania Association of Nonprofit Organizations. The webinar will discuss the important issues you should consider in creating a gift acceptance policy, how to allocate responsibility for performing “due diligence” on unusual gifts you are willing to accept, and providing a review board to make final decisions in circumstances may justify a variance.

For additional information and to register for this webinar, please click here.

March 19, 2015 at 1:30 PM – 3:00 PM

CLE Credits : CPE and CLE credits will be available.

Small Games of Chance and Other Fundraising Legal Requirements
2015-03-18
Of Counsel Donald W. Kramer, editor of Nonprofit Issues, is scheduled to present at the Pennsylvania Association of Nonprofit Organizations’ “Small Games of Chance and Other Fundraising Legal Requirements” seminar taking place on March 18 in Philadelphia, PA.

Please click here for additional information.

March 18, 2015 at 6:00 PM – 8:00 PM

Resources for Human Development, Inc.4700 Wissahickon Ave., Ste. 126Philadelphia, PA 19144
