Nonprofit M&A: Analyzing Tax, Accounting, and Business Aspects of Partnerships With Other NPOs
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This course will provide advisers to nonprofits with a review of the business and regulatory benefits and risks of a wide variety of mergers and acquisitions, partnerships, and other business ventures among nonprofits.
Outline
- Reasons to pursue or avoid a partnership
- Types of business relationships to consider
- Applicable rules, standards, and guidance
- Related legal issues
- Potential risks to a nonprofit's tax exemption
- Leading an organization into merger consideration
- Related employee benefits and HR issues
Benefits
The panel will address these and other related topics:
- Evaluating the potential benefits and risks with particular business models
- Complying with the IRC, federal guidance, and accounting standards regarding nonprofit mergers
- Avoiding potential risks to a nonprofit's tax exemption
Faculty
Fran Brown
Managing Partner
CapinCrouse
As Managing Partner, Mr. Brown leads the firm and guides the implementation of strategic plans and objectives. He is... | Read More
As Managing Partner, Mr. Brown leads the firm and guides the implementation of strategic plans and objectives. He is also involved in client acquisition meetings, significant board meetings, and representing the firm nationally. Mr. Brown has more than 30 years of experience providing audit and management consulting services to a variety of nonprofit entities, including colleges and universities. He previously led the New England Higher Education and Not-for-Profit Practice at Grant Thornton and was partner-in-charge of the not-for-profit practice at CCR LLP. Mr. Brown's expertise includes strategic planning, budgeting, financial statement preparation, exempt-organization tax filing, real property sales and leases, board training, and enterprise risk management (ERM) training.
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Lara Jakubowski
Senior Consultant
La Piana Consulting
Ms. Jakubowski works with nonprofits to address organizational issues and partner with others for sustainable impact.... | Read More
Ms. Jakubowski works with nonprofits to address organizational issues and partner with others for sustainable impact. She specializes in working with complex collaboratives working toward shared goals, helping them identify successful strategies and design plans for action. Building on her past work with the Nonprofit Centers Network, Ms. Jakubowsk has an abiding interest in improving the performance of promising collaboratives. She is also highly motivated by the question of how nonprofits can adapt their strategy to a dynamic environment, and seeks to help clients think ahead to identify new challenges and opportunities.
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William M. Klimon
Member
Caplin & Drysdale
Mr. Klimon's practice focuses on corporate governance and transactions, particularly for nonprofit organizations.... | Read More
Mr. Klimon's practice focuses on corporate governance and transactions, particularly for nonprofit organizations. Over the last decade, he has advised over 500 nonprofit organizations on a complete range of issues from formation to dissolution, including over a dozen nonprofit mergers. Mr. Klimon has worked with many of the nation's largest private foundations, public charities, political campaigns, environmental organizations, healthcare institutions, universities, libraries, museums, and churches.
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