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Managing Public Charity Risk

Contains material from Feb 2019

Managing Public Charity Risk
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Session 1: The Sky is Not Falling: Tools for Managing Risk - A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use.

Session 2: Doing Business with and Compensating Insiders: Strategies for Success and Intermediate Sanctions Compliance Explore key federal and state law compliance issues pertaining to executive compensation and other insider transactions. From the simple to complex, a highlight of the considerations and options for structuring compensation, such as make-up payments, deferred compensation, and incentive bonus payments.

Includes: Audio Paper Slides


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1. The Sky is Not Falling: Tools for Managing Risk (Feb 2019)

Katherine Karl, Nicola Fuentes Toubia

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(mp3)
45 mins
(pdf)
25 pgs
(pdf)
11 pgs
Session 1 —45 mins
The Sky is Not Falling: Tools for Managing Risk (Feb 2019)

A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use.

Originally presented: Jan 2019 Nonprofit Organizations Institute

Katherine Karl, The Humane Society of the United States - Washington, DC
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX

Show session details

2. Doing Business with and Compensating Insiders: Strategies for Success and Intermediate Sanctions Compliance (Feb 2019)

Bob Cartwright, Edward T. Chaney

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Preview Materials

Download session materials for offline use

(mp3)
44 mins
(pdf)
7 pgs
(pdf)
8 pgs
(pdf)
12 pgs
Session 2 —44 mins
Doing Business with and Compensating Insiders: Strategies for Success and Intermediate Sanctions Compliance (Feb 2019)

Explore key federal and state law compliance issues pertaining to executive compensation and other insider transactions. From the simple to complex, a highlight of the considerations and options for structuring compensation, such as make-up payments, deferred compensation, and incentive bonus payments.

Originally presented: Jan 2019 Nonprofit Organizations Institute

Bob Cartwright, Intelligent Compensation, LLC - Austin, TX
Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC