8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST

9:00 – 9:05 a.m.
Welcome & Introduction
– Heidi N. Christianson, Gregory A. Larson & Emmett D. Robertson, Course Co-Chairs

9:05 – 9:35 a.m.
State of the State for Nonprofits in Minnesota
– Nonoko Sato

9:35 – 10:05 a.m.
Minnesota Attorney General’s 2023 Update
– Minnesota Attorney General Keith M. Ellison & Assistant Attorney General Carol Washington

10:05 – 10:15 a.m.
BREAK

10:15 – 10:30 a.m.
Legislative Initiatives Non-Profit Attorneys Need to Know
– Marie Ellis

10:30 – 11:30 a.m.
IRS Exempt Organizations Update
– Eve Rose Borenstein

11:30 – 11:45 a.m.
DISTRIBUTION OF BOXED LUNCHES (provided by Minnesota CLE)

11:45 a.m. – 12:30 p.m.
Fiduciary Duties in Real Life
Practical observations, examples and takeaways on tricky fiduciary duties situations that impact the nonprofit board and legal counsel.
– Sara Gross Methner & Nadege J. Souvenir

12:30 – 12:45 p.m.
BREAK

12:45 – 1:45 p.m.
BREAKOUT SESSION A

101
Nonprofit 101 – Complying with the Minnesota Nonprofit Corporation Act
– Kimberly A. Lowe

102
5 Key Issues When Advising Private Foundations
– Brianna M. Mooty

103
Charitable Solicitation 101 – Staying Compliant and Avoiding Mistakes
– Emmett D. Robertson

1:45 – 1:55 p.m.
PI BREAK – Enjoy a piece of pie on national PI day!

1:55 – 2:55 p.m.
BREAKOUT SESSION B 

201
Tax Exemption 101 – Rules, Compliance and Issue-Spotting for Federal and State Exemptions
– Heidi N. Christianson 

202
Grantmaking Best Practices
– Sarah Duniway & Gregory A. Larson

203
Ethical Considerations for Lawyers on Nonprofit Boards
1.0 ethics credit applied for
– Mackenzie P. McNaughton

2:55 – 3:00 p.m.
BREAK

3:00 – 4:00 p.m.
Strategies for Preventing Fraud in the Charitable Sector 
– Christa DeBoer, Joseph T. Dixon, Jason W. Olson & Maria A. Schwingler
– Emmett D. Robertson (moderator)

LIVE IN-PERSON
Tuesday, March 14, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAY
Thursday, April 13, 2023
Attend online
Online replay includes all plenary and breakout sessions. A moderator will be available to answer questions by email.

$325 MSBA members / $325 paralegals / $375 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 6.0 CLE credits, including 1.0 ethics credit for session #203. The maximum number of total credits attendees may claim for this program is 6.0 credits.