8:30 – 8:55 a.m.
CHECK-IN & CONTINENTAL BREAKFAST

8:55 – 9:00 a.m.
Welcome & Introduction
– Heidi N. Christianson, Course Co-Chair
– J. Patrick Plunkett, Course Co-Chair

9:00 – 9:15 a.m.
State of the State for Nonprofits in Minnesota
An overview of key developments in the nonprofit field. Numbers, employment trends, compensation, types of nonprofits, areas of growth and decline will be discussed.
– Jon F. Pratt

9:15 – 9:45 a.m.
Changes to 309 Coming Down the Pike – What You Need to Know about The Charitable Solicitation Act
This session will include an update on upcoming changes to The Charitable Solicitation Act and a discussion of how those changes may possibly impact the administration and enforcement.
– Heidi N. Christianson & Wade S. Hauser

9:45 – 10:00 a.m.
BREAK

10:00 – 11:00 a.m.
IRS Exempt Organization’s Update
Our annual not-to-be missed dose of Eve. This session features a fast paced overview and important analysis of the IRS Exempt Organization Division’s activities and priorities for 2020.
– Eve R. Borenstein

11:00 – 11:15 a.m.
Minnesota Attorney General's Office Update
A quick discussion of 2020 priorities for regulating and overseeing nonprofits and charitable assets in Minnesota.
– Assistant Attorney General Carol Washington

11:15 – 11:30 a.m.
DISTRIBUTION OF BOXED LUNCHES
(provided by Minnesota CLE for all attendees)

11:30 a.m. – 12:30 p.m.
Top 10 Myths, Misconceptions and Missteps Nonprofits Should Avoid to be Effective
Sometimes a quick reality check is just the reset needed to redirect or reinvigorate our practices and organizations. Our panel of experts give candid advice for separating fact from fiction, dispelling faulty notions and breaking bad habits in order to improve efficacy and efficiency.
– Sarah Curfman, Jeff Proulx & Nicole Truso
– Angela Fogt, moderator

12:30 – 12:40 p.m.
BREAK

12:40 – 1:40 p.m.
BREAKOUT SESSION A

101
Nonprofit 101
An overview of the Minnesota Nonprofit Corporation Act and the regulatory authority of the Minnesota Attorney General.
– J. Patrick Plunkett

102
Faux Pas, Surprises and Fixes: How the TCJA is Impacting Nonprofits
A detailed look at the Tax Cuts and Jobs Act and the latest developments impacting the nonprofit sector.
– Emmett D. Robertson

103
Preparation, Execution and Response – Planning for an Audit and What to Do When the Audit Goes Badly
Get best practices, resources and insight for preparing an audit plan that identifies risk and strategies for addressing areas of concern the audit detects.
– Karen A. Gries & Mackenzie P. McNaughton

1:40 – 1:50 p.m.
BREAK

1:50 – 2:50 p.m.
BREAKOUT SESSION B

201
Tax Exemption 101
An introduction to federal and state tax exemption including income tax exemptions, real estate tax exemption and sales tax exemption.
– J. Patrick Plunkett

202
Election Year Issues – The Do’s and Don’ts for Nonprofits
Election years present challenges and opportunities for nonprofits. Attention to public policy and civic participation are high, presenting opportunities for education, engagement, and meaningful discussion of public policy issues. But 501(c)(3) organizations must ensure they operate within the IRS’s neutrality rules. Learn what nonprofits can and cannot do in an election year.
– Sarah Duniway & Marie Ellis

203
Governance Policies Every Nonprofit Should Have
Get practical advice for creating governance policies that fulfill legal requirements, are modeled on sound governance principles and further the mission of the organization. Sample policies will be provided and analyzed.
– Ann Novacheck

2:50 – 3:00 p.m.
BREAK

3:00 – 4:00 p.m.
BREAKOUT SESSION C

301
Just a Bit of UBIT – What Nonprofits Need to Know about Unrelated Business Income Tax
Nonprofits must pay tax on income from certain business activities that are unrelated to their tax-exempt purposes. When is an activity “unrelated”? What counts as “business”? How much “unrelated” activity is too much? These questions and other basics of unrelated business income tax (“UBIT”) will be addressed in this discussion about how to recognize and manage this important issue for nonprofits.
– Wade S. Hauser

302
Yes, Social Enterprise Is Still A Thing – Structuring and Managing Mission Driven Businesses
Social Enterprise is still a concept with a lot of traction. This session will help you make sense of tax and compliance issues, avoid common pitfalls and develop practices to successfully integrate an organization’s business functions and mission.
–  Kimberly A. Lowe

303
Data Privacy – What a Nonprofit Must Know and Do to be Legally Compliant
Nonprofits can house very sensitive data for their donors and clients, from biometric data to Social Security Numbers to credit card information. This session will cover Minnesota laws about how to safeguard that data and what to do if something goes wrong, as well as giving a brief overview of the laws of other states that have been leading changes in data privacy and security law.
– Kelcey L. Patrick-Ferree

4:00 – 4:15 p.m.
BREAK

4:15 – 4:45 p.m.
2019 Round Up on State Law and Court Developments, aka Donor Disasters and Restricted Gifts
Learn about statutory, regulatory and other developments impacting the nonprofit law landscape in 2019, as well as trends that will likely continue to affect nonprofit law practitioners in 2020 and beyond.
– Heidi N. Christianson & Gregory A. Larson

IN-PERSON LIVE PRESENTATION
Tuesday, March 3, 2020
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

IN-PERSON REPLAYS
There are no replays.

$275 MSBA members / $275 paralegals / $325 standard rate

Other discounts that may apply:

• Season Pass Discount
• New Lawyer Discount

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.5 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.5 credits.