Nonprofit Law

Live Online

Legal Ethics of Nonprofit Governance

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Arizona CPE for Accountants Approved 1 Total
New York CPE for Accountants Approved 1 Total
Washington CPE for Accountants Approved 1 Total
Wisconsin CPE for Accountants Approved 1.2 Total
CPE for Accountants/NASBA Approved 1 Total
Live Online
1 hour
William Klimon
With William M. Klimon from Holtzman Vogel

Mon, Nov 16, 00:00 AM – 00:00 PM

Product ID 102710

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Course Includes
$199

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OnDemand Recording

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OnDemand content will be available within 7 days of event date.

Overview

Navigating Fiduciary Duties, Conflicts, and Organizational Representation

When you sit across the table from a nonprofit board, your loyalties can pull in multiple directions at once: the organization, its directors, and the mission they serve. Their interests don't always align - and the moment you forget that, you're already in trouble.

Lawyers advising or serving on nonprofit boards must navigate a complex web of fiduciary obligations, professional responsibility rules, and regulatory requirements. Questions involving organizational representation, conflicts of interest, financial oversight, and mission stewardship can quickly become ethical minefields. This program provides practical guidance for identifying risks before they become governance failures. Learn how to advise boards effectively and help nonprofit organizations fulfill their missions while maintaining sound governance practices and public trust. Register today!

  • Understand your ethical duties when advising or serving on a nonprofit board.
  • Determine who your client is and navigate issues that arise when interests diverge within a nonprofit organization.
  • Identify and resolve conflicts of interest before they become governance problems.
  • Advise nonprofit boards on financial oversight, including fiduciary duties, compensation, charitable asset stewardship.

Abbreviated Agenda

  1. Who is Your Client? Organization vs. Constituents
  2. Conflicts of Interest in Nonprofit Governance
  3. Fiduciary Duties of Nonprofit Directors and Officers
  4. Hypothetical Scenario: Board Member Financial Interests in Nonprofit Transactions
  5. Confidentiality, Privilege, and Internal Investigations
  6. Compensation, Benefits, and Excess Benefit Transactions
  7. Fundraising and Donor Ethics
  8. The Attorney-as-Board-Member: Ethical Best Practices and Documentation

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102710

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Arizona CPE for Accountants Approved 1 Total
New York CPE for Accountants Approved 1 Total
Washington CPE for Accountants Approved 1 Total
Wisconsin CPE for Accountants Approved 1.2 Total
CPE for Accountants/NASBA Approved 1 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Legal Ethics of Nonprofit Governance

    1. Who is Your Client? Organization vs. Constituents
    2. Conflicts of Interest in Nonprofit Governance
    3. Fiduciary Duties of Nonprofit Directors and Officers
    4. Hypothetical Scenario: Board Member Financial Interests in Nonprofit Transactions
    5. Confidentiality, Privilege, and Internal Investigations
    6. Compensation, Benefits, and Excess Benefit Transactions
    7. Fundraising and Donor Ethics
    8. The Attorney-as-Board-Member: Ethical Best Practices and Documentation

Who Should Attend

This program is designed for attorneys who advise or serve on nonprofit boards. Accountants and paralegals may also benefit.

Speakers

William M Klimon
William M.
Klimon
Holtzman Vogel
Speaker bio
William M Klimon

William M. Klimon

Holtzman Vogel
William Klimon

is a partner at Holtzman Vogel in Washington, D.C. He has advised over 700 nonprofit organizations on a complete range of issues from formation to dissolution. Mr. Klimon has worked with many of the nation's most prominent private foundations, public charities, political campaigns, schools, and churches. He also chaired the American Bar Association's Nonprofit Organizations Committee (2018-2020). Mr. Klimon earned his B.A. degree from the University of Pennsylvania; his J.D. degree with honors from the University of Maryland School of Law (Order of the Coif); and his LL.M. degree in taxation from Georgetown University Law Center.

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