Nonprofit Legal Compliance Workshop

Nonprofit Legal Compliance Workshop

September 15, 2021 – 9:30 AM-3:00 PM

$79 for Members/Sustainers, $99 for All Others



Charitable nonprofits are required to comply with a wide array of federal and state laws and regulations. During this virtual workshop, nonprofit staff and board members, attorneys, CPAs, and consultants will get a better understanding of the common nonprofit legal compliance policies, rules, and issues that affect nonprofit organizations.



9:30-10:30 Crash course in legal compliance for nonprofits
Presented by Ed Chaney and David Heinen
10:45-11:45 Breakout sessions
(topics and presenters TBD)
11:45-12:45 Break
12:45-1:45 Breakout Sessions
(topics and presenters TBD)
2:00-3:00 Q&(non)A of frequently asked legal questions


Attorneys can earn 4 hours of CLE credit from the NC State Bar (pending approval). CPAs can earn 4 hours of CPE credit from the NC State Board of CPA Examiners (pending approval). Participants must attend live for full credit.




About the Presenters

Ed Chaney

Ed Chaney is a partner with Schell Bray PLLC, where he advises a broad range of nonprofit organizations on key tax and corporate matters, including organization formation and governance, 501(c)(3) tax exemption and ongoing compliance, charitable giving, program-related and impact investing, and complex organizational structures, transactions, and transitions. He has also counseled various philanthropic clients, including community foundations, small and large private foundations, national donor advised fund sponsors, and university-related foundations. Ed speaks, writes, and teaches frequently on nonprofit and tax-exempt organizations law, and recently served as an adjunct assistant professor at the UNC School of Law where he taught the Law of Nonprofit Organizations. Prior to attending law school, he worked for ten years in the nonprofit sector, serving as a program director, executive director, board member, and board chair. He earned a BA and JD, with honors, from UNC-Chapel Hill. Ed and his family live in Carrboro, and he enjoys photography.


David Heinen

David Heinen has been with the North Carolina Center for Nonprofits since 2007, leading the Center’s public policy and advocacy work and providing non-answers (and occasional useful information) about legal compliance, trends in the nonprofit sector, and advocacy to hundreds of nonprofits. Before returning to North Carolina to work for the Center, David spent seven years as an attorney with a Washington, D.C. law firm serving the nonprofit community. He lives in Raleigh with his wife and two young(ish) children.



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