Montgomery McCracken Walker & Rhoads LLP

Association of Corporate Counsel Contracts and Commercial Law CLE Institute
2018-11-15 14:10 - 15:10 (America/New_York) | The Racquet Club of Philadelphia, 215 S 16th St, Philadelphia, PA, 19102, United States
Join Montgomery McCracken attorneys Bill Kennedy and Jim Gannon at the Association of Corporate Counsel Contracts and Commercial Law CLE Institute on November 15, 2018. Bill and Jim are presenting, “Invention Assignments in Employment Agreements” from 2:10-3:10 p.m.

28th Annual This Year in Nonprofit Law
2018-11-13 09:00 - 15:45 | 1735 Market Conference Center, 1735 Market Street, 5th Floor, Philadelphia, PA, 19103, United States
To view the 2018 agenda, please click here.
Schedule
8:30 – 9:00 Registration
9:00 – 9:15 Welcome
Don Kramer, Editor of Nonprofit Issues®
9:15 -10:30 “This Year in Nonprofit Law”
Karl E. Emerson, Catherine H. Gillespie, Donald W. Kramer, John M. Myer, Clifford Scott Meyer, and Mara I. Smith.
Materials:

What Do We Mean?
Tax Bill Not Good for Nonprofits, But Not as Bad As It Might Have Been
Keep Charities out of Politics
Board has Inherent Power to Suspend Club Members
Boorish behavior not grounds for court to remove director
Charity Bike Ride Uninsured When Participant Is Injured
Association of Honest Attorneys Loses Exemption
Charity CEO must pay excess benefit taxes
Do Corporations Use Charitable Gifts As Means to Obtain Political Influence
The Charges Against the Trump Foundation
Court approves cy pres of trust to conversion foundation

A panel of Montgomery McCracken lawyers will recap the key legal issues of the past year and offer insight on the trends we can expect in the next year.
10:45 – 12:00 Mission-Aligned Investing
Sidney Hargro, Executive Director of Philanthropy Network Greater Philadelphia
12:00 – 1:00 Lunch
Afternoon Breakout Sessions
1:00 – 2:15

Critical Policies for Nonprofits: Conflict of Interest, Whistleblower, Document Retention, Confidentiality and Other

Catherine H. Gillespie, Donald W. Kramer, William W. Keffer and Stephen G. Rhoads
Materials

Employment Law Update

William K. Kennedy and Renee Nunley Smith
Materials

2:30 – 3:45

Ethical Issues for Nonprofit Lawyers and Executives

Stephanie K. Benecchi, Catherine H. Gillespie, Donald W. Kramer and Clifford Scott Meyer
Materials

Protecting Your Intellectual Property and Cyber Security

Shawn S. Li and Richard L. Moss
Copyright and Cyber Security Presentation

CLE Information:
PA lawyers can receive up to 5 credits for participating in the program. A one-hour ethics program is available.
CPE Information:
PA accountants can receive up to 5 credits for participating in the program.
Register

Philadelphia Bar Association Young Lawyers Division Bootcamp
2018-11-09 13:00 - 17:00 | Philadelphia Bar Association 11th Floor Conference Center, 1101 Market Street, Philadelphia, PA, 19107, United States
Join Montgomery McCracken attorney Mara Smith at the Philadelphia Bar Association’s Young Lawyers Division Bootcamp on November 9, 2018. Mara will be speaking on the panel, “You Passed the Bar, Now What: How to Succeed in Your First Year as an Attorney, and How to Gain Experience,” at 1:00 p.m.
For more information and to register for the event, please see the event website.
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The National Catholic Risk Retention Group’s Risk Management and Legal Defense Workshop
2018-11-08 08:30 - 16:00
Montgomery McCracken attorneys Steve Pachman, Bill Kennedy and Dylan Henry will be presenters at The National Catholic Risk Retention Group’s Risk Management and Legal Defense Workshop in Chicago, Illinois on November 8, 2018. Pachman and Henry will be presenting “Concussions, CTE, and the Law: Implications, Lessons, and Minimizing Risk.” Kennedy will be presenting “The Impact on the Church of Recent Developments in Employment Law.”
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Privileged Material in Audits and Investigations: Protecting Attorney-Client Communication and Work Product
2018-11-07 13:00 - 14:30
Montgomery McCracken Partner Michael B. Hayes will be a presenter on a webinar on Wednesday, November 7 from 1:00 – 2:30 p.m. EST. He will be presenting on protecting the attorney-client privilege when responding to third party investigations and audits, in connection with internal investigations and audits, and in litigation
To view the PowerPoint Slides for the webinar, click here.

2018 Higher Education Forum
2018-10-26 08:00 - 14:00 | 1735 Market Conference Center, 1735 Market Street, 5th Floor, Philadelphia, PA, 19103, United States
Montgomery McCracken’s Higher Education group is hosting its annual Higher Education Forum on Friday, October 26, 2018 from 8:00 a.m.- 2:00 p.m. This year’s keynote topic will be Suicide and Campus Mental Health.

8:00 a.m. – 8:30 a.m. – Registration and Breakfast
8:30 a.m. – 2:00 p.m. – Program, Lunch and Ethics Hour

To view the full agenda, click here.

Suicide and Mental Health on Campus and Beyond

Suicide rising in US; depression key issue
Preventing suicide: Teen deaths are on the rise, but we know how to fight back
‘Your world stops.’ Whitewater School District ramps up suicide prevention
Vital Signs: The Columbia-Suicide Severity Rating Scale
When a Community Comes Together, There is Hope
What the State Supreme Court Decision about a Suicide at MIT Means
Hope for Today: Understanding and Preventing Tragedies
His Body Was Behind the Wheel for a Week Before It Was Discovered. This Was His Life.
Anthony Bourdain, Kate Spade, and the Preventable Tragedies of Suicide
‘Sometimes I wish I could die’: CMS suicide screenings have tripled in 5 years
Curbing a county crisis
Strides in Suicide Prevention
Empowering Schools, Campuses & Communities to Prevent Suicide & Violence

Part 1
Part 2
Part 3

The Columbia Suicide Severity Rating Scale

Part 1
Part 2

Video Links

Chris Cuomo on the Columbia Protocol
Chris Cuomo CSSRS on Anderson Cooper

Mental Health Services on Campus

Excerpts from National College Health Assessment
Feeling Suicidal, Students Turned to Their College. They Were Told to Go Home
When There Is a Mental Health Crisis in Your Dorm
CPS is here for you – in three weeks
Reach out to us, Columbia
HIPPA 45 CFR 164.512, FERPA 34 CFR 99.30, Section 504 and The ADA
Joint Guidance on FERPA and HIPAA

Title IX – What’s up now?

Presentation

Ethics Hour

Legal Ethics and Internal Investigations: Two Topical Issues

Credits:
CLE (3 Substantive Credits, 1 Ethics Credit) | PA & NJ
CPE | PA
If you have any topics you would like to see covered this year, please contact John Myers or Cathy Gillespie.
For more information or to register for the event, please contact Emilie Klenk at events@mmwr.com

Staffing World 2018
2018-10-17 11:00 - 12:15 | Gaylord National Resort and Convention Center, 201 Waterfront Street, Oxon Hill, MD, 20745, United States
Join Montgomery McCracken attorney Erin Novak at the American Staffing Association’s annual conference, Staffing World 2018 on Wednesday, October 17, 2018 in Oxon Hill, MD. Erin is leading a breakout session titled “Background Screening: What You Don’t Know Can Hurt Your Company” from 11:00 a.m.-12:15 p.m.
For more information and to register for the event, please see the event website.
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2018 National Association of Professional Background Screeners Annual Conference
2018-10-09 11:30 - 12:20 | Baltimore Marriott Waterfront, 700 Aliceanna St, Baltimore, MD, 21202, United States
Join Montgomery McCracken attorney Erin Novak at the 2018 National Association of Professional Background Screeners Annual Conference on Tuesday, October 9, 2018 in Baltimore, MD. Erin is leading a breakout session titled “Lessons From a Plaintiff’s Attorney: Compliance and Avoiding FCRA Litigation” from 11:30 a.m.-12:20 p.m.
For more information and to register for the event, please see the event website.
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2018 Annual International Maritime Law Seminar
2018-10-04 11:30 - 18:00
The 2018 Annual International Maritime Law Seminar will be held in London on October 4, 2018. The seminar “Recent Development in Maritime Law Around the World” will feature 14 speakers from 13 different countries. Each speaker will address recent developments or changes in maritime and transport law within their respective jurisdictions. Montgomery McCracken Partner Robert O’Connor will be discussing compliance with emissions regulations and the enforcement of maritime liens.
Visit internationallawseminar.com for more information.

American Academy of Neurology 2018 Sports Concussion Conference
2018-07-21 11:00 - 11:45 | JW Marriott Indianapolis, 10 S West St., Indianapolis, IN, 46204, United States
Montgomery McCracken partner Steven Pachman will be speaking at the 5th Annual Sports Concussion Conference hosted by the American Academy of Neurology (AAN) in Indianapolis, Indiana on July 21, 2018 from 11:00 a.m. to 11:45 a.m. He will be speaking on the program “Medical-Legal Considerations.”
The Sports Concussion Conference typically draws hundreds of attendees per year and includes a mixture of didactic sessions, breakout sessions, keynote speakers, poster discussion sessions, an exhibit hall and more. The conference offers neurologists, athletic trainers, and other medical professionals a unique opportunity to stay up-to-date on the very latest scientific advances in prevention, diagnosis, and treatment of concussion.
Additional details will follow soon.

National Business Institute Seminar - Facebook, Twitter, Instagram, Email and Smartphone Evidence: The Ultimate Guide
2018-06-21 09:00 - 12:30
Montgomery McCracken attorneys Michael J. Fekete and Ethan Hougah will be speaking at the National Business Institute program “Facebook, Twitter, Instagram, Email and Smartphone Evidence: The Ultimate Guide,” on June 21, 2018 from 9:00 a.m. to 12:30 p.m.
They will be presenting on the following programs:
Day 1: Preservation, Discovery, Subpoenas and Metadata

I. Court Rules, Case Law and Recent Developments
9:00 – 9:45, Michael J. Fekete and Ethan Hougah
II. Apps and Emerging Technology You Must Know
9:45 – 10:30, Michael J. Fekete and Ethan Hougah
III. Preserving Electronic Evidence and Dealing With Spoliation
10:45 – 11:30, Michael J. Fekete and Ethan Hougah

A. Defensible Litigation Holds (w/Sample Letter)
B. How to Save/Store/Archive and Re-Display
C. Detecting Alteration
D. Spoliation Pitfalls and What to Do

IV. What to Look for, Where to Find it, What to Do With it: Social Media, Texts, Email
and Video
11:30 – 12:30, Michael J. Fekete and Ethan Hougah

A. PCs and Tablets, Flash Drives and External Hard Drives, Cloud Storage
B. Social Media Searches
C. Internet Resources and Investigations
D. Email Discovery
E. Texts, Call Logs, Apps, Geolocation Data, etc.
F. Obtaining Deleted Data
G. Reviewing and Producing Electronic Evidence

The Claims and Litigation Management Alliance 2018 Midwest Conference
2018-06-15 08:45 - 09:30
Montgomery McCracken partner Steven Pachman will be speaking at the Claims and Litigation Management Alliance 2018 Midwest Conference in Chicago, Illinois on June 15, 2018. He will be presenting “Sports Concussion Claims: Challenges Facing Both Sides of a Litigation.”
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Ten Opportunities For Your Business Under the Tax Law
2018-06-14 08:00 - 10:00 | The Radnor Hotel, 591 East Lancaster Avenue, St. Davids, PA, 19087, United States
Montgomery McCracken and Isdaner & Company LLC hosted an informative panel discussion on the opportunities under the Tax Cuts and Jobs Act that your business can take advantage of now.
To view a video of the presentation, click here.
Topics included:

Interest Limitations
Business Loss Limitations
The new Section 199A deduction
C Corp vs. S Corp
Estate and Trust Tax-savings Measures Under the Law

Panelists:

Gary M. Edelson, Partner, Montgomery McCracken
Scott Isdaner, Managing Member, Isdaner & Company
Howard Vigderman, Partner, Montgomery McCracken

Moderator:

William Keffer, Partner, Montgomery McCracken

Materials:

Tax Cuts and Jobs Act Presentation_June 2018
Tax Cuts and Jobs Act Outline_June 2018

2018 Federal Bench Bar Conference
2018-05-24 08:15 - 13:30 | Ritz Carlton, 10 Avenue of the Arts, Philadelphia, PA, 19102, United States
Montgomery McCracken partner Charles B. Casper will be speaking at the 2018 Federal Bench Bar Conference hosted by the Federal Courts Committee of the Philadelphia Bar Association in Philadelphia, Pennsylvania on June 15, 2018 from 8:55 a.m. to 9:55 a.m. Chuck is the moderator of the panel “Recent Developments and Best Practices in Class Actions and MDLs.”
Panelists include:

Honorable D. Brooks Smith, Chief Judge, Third Circuit Court of Appeals
Honorable Cynthia M. Rufe, U.S. District Court Judge, E.D. Pa

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2018 Litigation Management College & LMC Graduate Program
2018-05-22 15:00 - 17:00 | Chubb Hotel & Conference Center, 800 Ridge Ridge Pike, Lafayette Hill, PA, 19444, United States
Montgomery McCracken partner Joel B. Rosen will be speaking at the Federation of Defense and Corporate Counsel’s Litigation Management College & LMC Graduate Program in Lafayette Hill, Pennsylvania on May 22, 2018 at 3:00 p.m. Joel will be speaking on topics covering mediation.
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Business Torts - Boardwalk 2018
2018-05-10 15:15 - 16:00 | Harrah’s Hotel & Casino, 777 Harrah's Boulevard, Atlantic City, NJ, 08401, United States
Montgomery McCracken partner Joel B. Rosen will be speaking at the New Jersey Association for Justice Educational Foundation’s Inc.’s Business Torts – Boardwalk 2018 in Atlantic City, New Jersey, on May 10, 2018. Joel will be speaking from 3:15 to 4:00 p.m. on the program “Benefits of Mediation in Complex Business Cases along with some Ethical Considerations for Practitioners.”
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Let’s Get Ethical! Navigating the Ethical Issues Associated with Internal Investigations
2018-04-25 11:00 - 12:00 | Pennsylvania Convention Center, 12th and Arch St., Philadelphia, PA, 19107, United States
Montgomery McCracken attorneys William K. Kennedy and Renee Nunley Smith will be speaking at the Association of Corporate Counsel’s 10th Annual In-House Counsel Conference on April 25, 2018. They will be speaking from 11:00 a.m. to 12:00 p.m. on the program “Let’s Get Ethical! Navigating the Ethical Issues Associated with Internal Investigations.” Angela Curry, Compliance Director at Bentley Systems and Alexandra Bak-Boychuk, Director of Employee Relations & Compliance at Airgas will also be speaking on this program.
The panel will discuss issues and best practices involving confidentiality, attorney-client privilege, appropriate warnings and notices to employees, and employee representatives in investigatory meetings. In addition, they will discuss factors to consider when deciding whether an investigator should be a non-lawyer, an in-house attorney, or outside counsel.
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Concussions and the Law
2018-03-27 12:00 - 13:00
Montgomery McCracken attorneys Steven Pachman and Arianna Goodman will be speakers at Villanova University Charles Widger School of Law’s Concussions and the Law speaker event series sponsored by the Health and Sports Law Societies. Pachman and Goodman will be presenting on and discussing their extensive experience defending concussion cases.

The Claims and Litigation Management Alliance 2018 Annual Conference
2018-03-15 15:25 - 16:25
Montgomery McCracken partner Steven Pachman will be speaking at the Claims and Litigation Management Alliance 2018 Annual Conference in Houston, Texas on March 15, 2018. He will be presenting “Sports Concussion Claims: Are You Ready for an All-Out Blitz?”
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The Women in Law & Leadership Summit: Philadelphia
2018-03-14 10:00 - 10:45 | Double Tree Hotel, Center City Philadelphia, 237 South Broad Street, Philadelphia, PA, 19107, United States
Montgomery McCracken partner Carrie Sarhangi Love will be speaking at the Women in Law Summit Series: Philadelphia on March 14, 2018. The Women in Law Summit Series explores the career obstacles, risks and rewards on the path to a fulfilling and productive career for women lawyers.
Carrie will be speaking on the program “Who is My Mentor and Developing a Sponsor,” from 10:00 – 10:45 a.m. The panel will examine the value of good mentorship, where to seek guidance, sponsorship and its importance and creating your own meritocracy.
Speakers include:

Cathy Mulrow-Peattie
Senior Managing Counsel, MasterCard
Rhonda Powell
SVP Business and Legal Affairs, Chief Legal Officer, Complex Networks
Nancy Del Pizzo
Partner, Rivkin Radler LLP

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MCDC Business Seminar Series: The New Federal Tax Law & Your Business
2018-03-06 08:30 - 10:30 | TriCounty Area Chamber, 152 E. High Street, Suite 360, Pottstown, PA, 19464, United States
Montgomery McCracken partner Gary M. Edelson will be speaking at the Montgomery County Development Corporation’s Business Seminar Series on Tuesday, March 6, 2018 from 8:30 a.m. to 10:30 a.m. He will be speaking on the program, “The New Federal Tax Law & Your Business.”
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New Jersey Institute for Continuing Legal Education - 2018 Labor and Employment Law Forum
2018-02-28 09:00 - 16:00 | APA Hotel (formerly the Woodbridge Hilton), 120 Wood Avenue South, Iselin, NJ, 08830, United States
Montgomery McCracken partner Joel B. Rosen will be speaking at the 2018 Labor and Employment Law Forum taking place on February 28, 2018. The forum is presented by the New Jersey Institute for Continuing Legal Education in cooperation with the New Jersey State Bar Association Labor and Employment Law Section and the New Jersey State Bar Association Senior Lawyers Special Committee. At the 2018 program, attendees will hear Steve Suflas’s ever popular case law update, learn insights into trade secrets and non-compete matters, and gain valuable insights about employment litigation and how to best settle cases.
Moderator:

Wayne J. Positan, Esq.

Speakers include:

Hon. Peter Bariso, AJSC
Hudson
Hon. Joel B. Rosen, USDJ (Ret.)
Montgomery McCracken, Cherry Hill
Kevin Barber, Esq.
Niedweske Barber Hager, LLC, Morristown
Paulette Brown, Esq.
Immediate Past President, ABA
Immediate Past Chair, NJSBA Labor & Employment Law Section
Locke Lord, LLP, Morristown
Domenick Carmagnola, Esq.
Treasurer, NJSBA
Carmagnola and Ritardi, Morristown
David E. Leach III, Esq.
Regional Director, National Labor Relations
Board Region 22, Newark
Ralph J. Lamparello, Esq.
Past President, NJSBA
Chasan Lamparello Mallon & Cappuzzo, PC, Secaucus
Jed L. Marcus, Esq.
Bressler Amery & Ross PC, Florham Park
Lisa Manshel, Esq.
Chair, NJSBA Labor and Employment Section
Manshel Law, LLC, Millburn
Sharon P. Margello, Esq.
Ogletree Deakins Nash Smoak and Stewart PC, Morristown
Bruce P. McMoran, Esq.
McMoran O’Connor & Bramley, PC, Manasquan
John C. Petrella, Esq.
Genova Burns, LLC, Newark
Steven Orlofsky, Esq.
Blank Rome LLP. Princeton
John H. Schmidt Jr., Esq.
Lindabury McCormick & Estabrook, Westfield
Cheyne R. Scott, Esq.
Chasan Lamparello Mallon & Cappuzzo, PC, Secaucus
Steven W. Suflas, Esq.
Ballard Spahr LLP, Cherry Hill

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The Pa. Supreme Court's Redistricting Decision - Pro and Con Webinar
2018-02-27 12:00 - 13:00
Montgomery McCracken attorney Gregory M. Harvey will be moderating the Pennsylvania Bar Institute’s webinar “The Pa. Supreme Court’s Redistricting Decision – Pro and Con,” taking place on Tuesday, February 27, 2018 from 12:00-1:00 p.m. Panelists will discuss both sides of this case, the background, consequences, and the outcome of the decision.
Faculty includes:

Gregory M. Harvey
Senior Counsel, Montgomery McCracken
Harvey’s practice has resulted in more than 150 reported judicial decisions and includes extensive experience on appellate briefing and argument, First Amendment law, securities litigation and public election law.

Benjamin D. Geffen
Staff Attorney, Public Interest Law Center of Philadelphia
Geffen joined the Law Center in 2010 as a staff attorney. Geffen works across a number of practice areas, including employment law, healthcare, voting rights, and access to public records.
Jonathan S. Goldstein
Founding Partner, McNelly & Goldstein LLC
Goldstein is nationally recognized in election law. He was a member of the core Pennsylvania legal team for Bush-Cheney 2004 and was twice a candidate for the Pennsylvania General Assembly. He has litigated signature challenges in the Commonwealth Court of Pennsylvania and won an election law appeal before the Supreme Court of Pennsylvania.

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Pennsylvania Bar Institute CLE on Internet Defamation
2018-02-09 08:30 - 11:45 | The Wanamaker Building, 100 Penn Square East, Philadelphia, PA, 19107, United States
Montgomery McCracken partner Jeremy D. Mishkin is the course planner for the Pennsylvania Bar Institute’s CLE program on Internet Defamation, which will take place on February 9, 2018 at the Wanamaker Building from 8:30 a.m. to 11:45 a.m. The program will address how free is free speech on the internet.
This course offers 3 substantive CLE credits.
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Growth Champions: Elevating the Middle Market
2018-01-31 08:00 - 10:00 | Sheraton Valley Forge Hotel, 480 N. Gulph Road, King of Prussia, PA, 19406, United States
Montgomery McCracken partner William W. Keffer will serve as the moderator of The Chamber of Commerce for Greater Philadelphia’s program “Growth Champions: Elevating Greater Philadelphia’s Middle Market,” at the Sheraton Valley Forge Hotel in King of Prussia, PA on Wednesday, January 31, 2018.
The program will focus on regional middle market growth champions and business leaders who will explore the drivers of rapid growth within the middle market and why the middle market is essential to Greater Philadelphia’s prosperity.
Speakers include:

Tom Stewart, Executive Director, NCMM
Anthony S. Bartolomeo, PE, President & CEO, Pennoni

Registration ends Tuesday, January 30, 2018.
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Law & Ethics: Board Roles and Responsibilities
2018-01-26 10:30 - 12:30 | Chemical Heritage Foundation, 315 Chestnut Stret, Philadephia, PA, 19106, United States
Montgomery McCracken attorney Donald W. Kramer will be presenting on the Arts + Business Council of Greater Philadelphia’s (ABC) Business on Board program on Friday, January 26, 2018 from 10:30 a.m. – 12:30 p.m. Don will be speaking on the program “Law & Ethics: Board Roles and Responsibilities.” The presentation will address the fiduciary responsibilities of nonprofit board members (duty of care, duty of loyalty, duty of obedience); ethical considerations; employment/HR topics (especially relative to executive director or most senior staff member); awareness of changing external environment—regulatory issues, nonprofit liabilities, and essential policies to have in place.
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Implications and Handling of Sexual Harassment Complaints
2018-01-16 08:00 - 10:00 | American Heritage Federal Credit Union, 2068 Red Lion Road, Philadelphia, PA, 19115, United States
Montgomery McCracken partner Frank A. Chernak spoke on Southeastern Pennsylvania Chapter of the Society for Human Resource Management’s (SEPA SHRM) program “Implications and Handling of Sexual Harassment Complaints,” on January 16, 2018. The program addressed a range of matters from the employer and employee side.
Topics included (1) common employer action(s) or inaction(s), also known as “triggers,” creating a “plaintiff;” (2) best practices to minimize workplace disruption or legal exposure; (3) how to handle the sparks properly before they become an inferno; and (4) how to manage the most common sexual-harassment scenarios effectively.
Ari Karpf, a partner at Karpf, Karpf & Cerutti, P.C, also spoke on the program.

HR Certification Institute: 1.00 Credit toward General HR Recertification.
SHRM Professional Development Credits: 1.00 Credit toward SHRM CP / SHRM SCP.

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National Business Institute Seminar - Advanced Business Contracts
2017-12-18 13:45 - 14:30 | Holiday Inn Cherry Hill, 2175 Marlton Pike, Cherry Hill, NJ, 08002, United States
Montgomery McCracken partner Michael J. Fekete served as an instructor for National Business Institute’s program “Advanced Business Contracts ” on Monday, December 18, 2017 from 1:45 p.m. – 2:30 p.m. He spoke on the program “The Refined Art of Bargaining Price, Adjustments and Payment in Agreements.”
Program topics included:

Sample Review of Real-World Language and Clauses
Articulating Formulas That all Parties Agree to
Sophisticated Purchase Price Negotiations
Price Adjustment Negotiation and Re-Negotiation Strategies
Push-Back on Price/Price Adjustments
What to do When Negotiations Come to a Halt
Holdback “Hitches”
Critical Tax Considerations and Allocation Issues
Payment by Stock or Promissory Note – Do’s and Don’ts
Case Law Review

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Nonprofit Fiscal Health Check: Maximizing Operations with Sound Governance
2017-12-13 08:00 - 10:00 | The Chamber of Commerce for Greater Philadelphia, 200 S. Broad St. Suite 700, Philadelphia, PA, 19102, United States
Montgomery McCracken attorney Donald W. Kramer will be a panelist on The Chamber of Commerce for Greater Philadelphia’s program “Nonprofit Fiscal Health Check: Maximizing Operations with Sound Governance,” at the Mars Drinks Conference Center at the Chamber Empowerment Room on Wednesday, December 13, 2017.
Join regional nonprofit and corporate professionals for an insightful finance-focused program. Panelists will explore key issues relevant to nonprofit board members’ fiduciary responsibilities, such as financial oversight and accountability, the benefits of corporate expertise, and collaborative efforts within the nonprofit sector.
Panelists (to date) also include:

Fran Sperling Feldbaum, CPA, Principal, St. Clair CPA Solutions
Reginald C. Fuller III, Senior Vice President/Commercial Market Executive, Fulton Bank

Registration ends Tuesday, December 12, 2017.
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Current Topics in Investment Company and Investment Adviser Regulation
2017-12-08 12:30 - 13:30 | Philadelphia Bar Association 11th Floor Conference Center, 1101 Market Street, Philadelphia, PA, 19107, United States
Montgomery McCracken attorney Terrance James Reilly served as a course planner and co-moderator of a CLE presentation at the Philadelphia Bar Association on Friday, December 8, 2017. The Investment Companies Committee welcomed Mark J. Dowdell, Assistant Regional Director, U.S. Securities and Exchange Commission, who addressed current topics of interest to practitioners in the investment company and investment advisory fields.
Mr. Dowdell offered guidance regarding SEC examination priorities and the focus of Office of Compliance Inspections and Examinations (OCIE) inquiries.
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