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Continuing Legal Education

Program Agenda

Cherry Blossoms

Wednesday, April 22, 2015

7:45-8:15 am
Registration & Continental Breakfast
Sponsored by Towers Watson

8:15-8:25 am
Welcome & Introduction

Lawrence J. Center, Assistant Dean, Georgetown University Law Center; Celia Roady, Program Co-Chair

8:25-8:30 am
Welcome from Diana Aviv

Diana Aviv, CEO, Independent Sector

8:30-9:30 am
Nonprofit Compensation Can Be Risky Business

Marcus S. Owens, Caplin & Drysdale, Chartered; John Sare, Patterson Belknap Webb & Tyler LLP
       •Intermediate sanctions and self-dealing
       •Inurement and revocation
       •IRS audit update
       •Fiduciary duties and state AG enforcement

9:30-10:00 am
Networking Break
Sponsored by The Burton D. Morgan Foundation

10:00-11:00 am
Developing a Compliant Compensation Process

Nanci R. Hibschman, Principal, National Practice Director for Private Foundations and Public Charities, Sullivan, Cotter and Associates, Inc.; LaVerne Woods, Davis Wright Tremaine LLP
       •Key components of the process
       •Role of the board or compensation committee
       •Developing appropriate documentation (compensation committee charter, compensation philosophy, etc.)
       •Common problems and challenges

11:00 am-12:00 pm
Anatomy of a Good Compensation Study

Bruce Greenblatt, Sullivan, Cotter, and Associates, Inc; Charles W. Quatt, President, Quatt Associates; A.L. (Lorry) Spitzer, Ropes & Gray LLP
       •Identifying disqualified persons for the study
       •Appropriate sources and uses of market data
       •Essential components to meet Section 4958 requirements
       •When and why to obtain a reasonableness opinion

12:00-12:15 pm
Boxed Lunch Distribution
Sponsored by Mercer LLC

12:15-1:30 pm
Incentive Compensation

Thomas P. Flannery, Mercer LLC; Suzanne Ross McDowell, Steptoe & Johnson LLP; Robert V. Mustich, Managing Director, Executive Compensation, Towers Watson
       •When is incentive compensation appropriate?
       •Determining goals and objectives
       •Meeting legal requirements

1:30-1:45 pm
Networking Break
Sponsored by the Burton D. Morgan Foundation

1:45-3:00 pm
Valuing Benefits and Perquisites

Bruce E. Clouser, PricewaterhouseCoopers LLP; Ralph E. DeJong, McDermott Will & Emery; Ron Seifert, Vice President and Market Leader, Hay Group
       •How to value nonqualified deferred compensation
       •Which benefits need to be valued?
       •What are the best sources of market data?
       •Working with actuaries

3:00-3:15 pm
Networking Break
Sponsored by The Burton D. Morgan Foundation

3:15-4:15 pm
Board Compensation

Elaine Lasnik-Broida, President, Lasnik-Broida Consultants, Inc.; Douglas M. Mancino, Seyfarth Shaw LLP; Stephen S. Pollack, Mercer LLC
       •Pros and cons of board compensation
       •Types of board compensation programs
       •Applying comparable market data for board compensation
       •Alternatives to board compensation

4:15-4:30 pm
Networking Break
Sponsored by The Burton D. Morgan Foundation

4:30-5:30 pm
When Compensation Is Excessive

Martin L. Katz, Managing Director, Frederic W. Cook & Co., Inc; Suzanne Ross McDowell, Steptoe & Johnson LLP; Brian H. Vogel, Quatt Associates
       •How to determine whether compensation is excessive
       •What options are available for correction?
       •Complying with 990 reporting requirements
       •Tips for preparing Form 4720

5:30 pm Adjournment

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