Nonprofit Legal Compliance Workshop
Stay tuned for details for the 2022 workshop this fall.
Watch Recordings from the 2021 Workshop
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.
2021 Workshop Sponsored By:
Attorneys can earn 4 hours of CLE credit from the NC State Bar. CPAs can earn 4 hours of CPE credit from the NC State Board of CPA Examiners. Participants must attend live for full credit.
Registration is now closed.
About the Presenters
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 the University of North Carolina. Ed and his family live in Carrboro, and he enjoys photography.
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.
Deetra Watson is a principal with Blackman & Sloop, CPA’s, P.A. located in Chapel Hill. She has more than 20 years of audit, accounting, tax, and consulting experience, primarily serving not-for-profit organizations and foundations, many of which receive federal and state funding that requires Uniform Guidance and Yellow Book audits. She earned her BS and MS in accounting at the University of North Carolina at Greensboro. Deetra previously worked for an international accounting firm focusing primarily on not-for-profits, colleges, and universities, and then in a corporate accounting for a large not-for-profit organization. She is actively involved in the accounting profession by writing articles and presenting training sessions on numerous topics effecting the not-for-profit community, and serving in various board and committee capacities for the NC Association of CPA's and AICPA. Deetra currently resides in Durham with her sons and volunteers her time and services to small businesses and community organizations.
Bryan Beasley is a graduate of Campbell University and after six years with the world’s largest rental car company, he entered the commercial insurance industry working for a national carrier. He joined Senn Dunn in 2007 and has led its practice group dedicated to serving nonprofits since 2009. When Senn Dunn was acquired by Marsh & McLennan Agency in 2013, he began leading MMA’s Nation Non-Profit Vertical. Bryan has board training certification through the Guilford Nonprofit Consortium and has chaired and served on numerous boards in the Triad and Charlotte area. He currently serves on the board of Kids Chance of NC Inc. and on Key Risk’s President Council and Guide One’s Agency Counsel. Within the insurance industry, he served on both Markel and Berkley’s Agency Advisory Board, and as chair of the IIANC Young Agents Committee. His numerous community activities resulted in Bryan being named to the 2013 Triad Business Journal 40 Leaders Under 40 Awards. Outside of the office, Bryan enjoys travelling, playing golf, and spending time with his wife, Erin, and four children, Sadie, Jack, Alex, and Davis.
Questions about this event? Contact the Center.