Course1

Business Law Developments and Developing Your Legal Business or Legal Non-Profit

$100.00
  • Instructor(s):  Herb Rubenstein

Business Law Developments and Developing Your Legal Business or Legal Non-Profit This two-hour CLE course provides summaries of new laws passed in Oklahoma that will impact your business clients.  It provides a list of 43 legal services that an attorney should provide to clients starting up a business and 21 additional legal services that should be provided to your nonprofit organization clients working in the legal sector.  The final section of the course provides proven strategies for growing your law practice, law firm and nonprofit legal organizations where you may be involved.  This course is based on my helping my clients grow and also on my book Breakthrough, Inc: High Growth Strategies for Entrepreneurial Organizations (Financial Times/Prentice Hall) which can be downloaded in a PDF at www.herbrubenstein.com under the section of the website called “Author.”   SPEAKER:  Herb Rubenstein Author, Leadership for Lawyers, (2nd ed., American Bar Association, 2008); Lead Author: Breakthrough, INC. High Growth Strategies for Entrepreneurial Organizations (Financial Times, London, 1999, with Anthony Grundy); Lead Author, Leadership Development for Educators, Rubenstein, Miles, and Bassi (Rowman and Littlefield Education, Lanham, New York, 2009); Author of numerous courses on Leadership for Lawyers, Ethics for Accountants, Sustainability, Strategic Management, Electronic Court Systems, & Forecasting; Attorney, Member DC, MD, VA, and Supreme Court Bars, Member, Federal District Court, Colorado. Founder of the David Warner Fellowship Fund for scholarships at the LBJ School of Public Affairs. Honors and Education: Washington and Lee University, B.A., Phi Beta Kappa, Omicron Delta Kappa, Captain and Four-Year Letterman, Golf Team, 1974; University of Bristol, Bristol, England, Diploma in Social Sciences, Rotary Ambassadorial Scholar, 1975; Master of Public Affairs, LBJ School of Public Affairs, UT Austin, 1977;Georgetown University Law Center, Juris Doctor, 1982.         Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.  

  • On-Demand
    Format
  • 93
    Min.
  • 12/31/28
    Avail. to
  • DETAILS
Course1

Governance Principles & Management Agreements for Non-Profits

$85.00
  • Instructor(s):  Michael Lehmann

Governance Principles & Management Agreements for Non-Profits Nonprofit and tax-exempt organizations of every size are complex. Boards of directors need to recruit and retain talented management, supervise the investment of endowments in often-volatile markets, engage profit-making corporations in joint ventures, and ensure the integrity of systems and policies in an environment of increased governmental and public scrutiny. Effective governance of these organizations is essential to advancing the nonprofit’s mission. When governance fails, the organization itself and its directors are exposed to potential liability. This program provides you with a real-world guide to major governance issues for nonprofits, including fiduciary duties of directors and officers, managing endowments, executive compensation issues, compliance, and conflicts of interest.  Governance issues for nonprofit organizations  Current IRS and attorneys general investigation and enforcement priorities  Essential provisions of nonprofit management agreements  Best practices for determining executive compensation  Fiduciary duties, potential liability, and indemnification of nonprofit directors and officers  Compliance issues, including Form 990   Speaker Michael Lehmann is a partner in the New York office of Dechert LLP, where he specializes in tax issues related to nonprofits and the tax treatment of cross-border transactions. He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations, and arts organizations on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning.        Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 60
    Min.
  • 9/20/27
    Avail. to
  • DETAILS
Course1

Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community

$140.00
  • Instructor(s):  OBA CLE

Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community Co-Sponsored by:The Oklahoma Bar AssociationThe Oklahoma Bar FoundationWatersEdge AdvisorsThe Oklahoma Association of Charitable Gift PlannersOklahoma Estate Planning Council   Beyond Fundraising: Leaving Ethical Legacies Through Charitable Estate Planning                   Julie Stanley, Emily Collins, and Steve Kaestner   Advancing Oklahoma Universities Through Planned Gifts and How the Advisor Community Can Help             James Corey and Jay Kahn   Fueling the Future: Endowment Essentials         Ben Stewart and David Depuy   How Funders and Foundations Leverage Today’s Gifts for Tomorrow’s Impact           Renee Demoss, Sue Ann Arnall and Ginny Bass Carl   Closing Remarks                     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 238
    Min.
  • 1/3/27
    Avail. to
  • DETAILS