Legal Webinar: From Policy to Practice: Optimizing Your Nonprofit Personnel Handbook

From Policy to Practice: Optimizing Your Nonprofit Personnel Handbook

Wednesday, July 9 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Esq., Of Counsel, with William K. Kennedy and Carrie Evans Wilson, partners in the Labor and Employment section of the Philadelphia law firm Montgomery, McCracken, who will lead the discussion

Moderated by: Ashley Suhler Tobin, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues

*NOTE: PANO does NOT offer CPE & CLE credits for accountants and lawyers.

You MUST REGISTER HERE via Nonprofit Issues if you are interested in these credits.

You can reach them at info@nonprofitissues.com.*

How good is your personnel policy handbook?

You probably have a personnel policy “handbook” that you to new employees. But do they actually read it? If they do, does it:

· Cover the policies you want them to understand?

· Reflect the type of working environment you want to maintain?

· Cover issues required by law, in a way that complies with the law?

· Cover available leaves?

· Cover disciplinary procedures?

· Cover remote work?

· Cover whistleblower protections?

· Cover Conflicts of Interest?

· Cover social media policies?

· Protect your ability to change the policies?

This webinar will review a template personnel policy handbook item-by-item. We will discuss the choices you have available to you and answer your questions on best approaches to your issues.

William K. Kennedy and Carrie Evans Wilson, partners in the Labor and Employment section of the Philadelphia law firm Montgomery, McCracken, will lead the discussion. Nonprofit Issues® editor Don Kramer will facilitate the presentation. Don is regularly listed among the Best Lawyers in America in the field of nonprofit/charities law. Ashley Suhler Tobin, Standards for Excellence Director, PANO, will also participate.

Registrants can submit questions before the webinar or during the live program. If we can’t answer them during the program, we typically follow-up with an email after the program.

WHO SHOULD ATTEND?
HR Directors, Nonprofit Executives

WHAT WILL I GET?
Registrants will receive a copy of the PowerPoint and the Standards for Excellence Educational Resource Packet related to this topic.

If interested in receiving CPE and CLE credits for accountants and lawyers, please REGISTER HERE VIA NONPROFIT ISSUES (Subscriber Price: $75.65 | Regular Price: $89.00). You can reach them at info@nonprofitissues.com. Please note that PANO does not offer these credits.

SINGLE LOGIN COST:
$45 per person for PANO Members | $100 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

GROUP SCREENING COST (4-10 individuals):
$150 per group for PANO Members | $333 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in attending the webinar, please have one person register selecting one group ticket. You can then enter the names and email addresses of up to 9 other individuals to add to your group ticket. Each person registered will receive their own unique login instructions and may join from wherever is most convenient for them.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Ashley Tobin at ashley@pano.org to discuss options.

MATERIALS AND LOGIN INSTRUCTIONS:
Materials (PowerPoint and other handouts) and instructions on how to login will be emailed to attendees a few days prior to the date of the webinar.

PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

All PANO registrants will receive a recording of the webinar.

ABOUT THE PRESENTERS

Donald W. Kramer, Esq., Nonprofit Issues & Montgomery McCracken

Donald W. Kramer serves as chair of Montgomery McCracken’s Nonprofit practice group. Don has more than 45 years of experience dealing with the concerns of nonprofit organizations, not only as a lawyer, but also as a teacher, writer, publisher, and board member.

He has worked with nonprofits of all types and sizes, helping structure startup situations and restructure multiorganizational health and educational systems. He counsels on a wide range of nonprofit corporate structure and governance, private and community foundations, continuing care retirement communities, exempt organization taxation, low-income housing tax credit transactions, real estate, charitable giving, and other nonprofit issues.

Don serves as the editor and publisher of Don Kramer’s Nonprofit Issues®, a national newsletter of “Nonprofit Law You Need to Know,” which he founded in 1989.

Prior to joining Montgomery McCracken in 1972, Don served as deputy development coordinator and assistant to the mayor of Philadelphia.

William K. Kennedy, Partner, Labor and Employment, Montgomery McCracken

William K. Kennedy is a partner in Montgomery McCracken's Litigation Department and vice-chair of Montgomery McCracken’s Labor and Employment Department. For his entire career, Bill’s practice has been devoted to representing management in employment-related litigation, legal advice, training, and policy development concerning labor and personnel issues, and labor arbitrations, collective bargaining negotiations, and unfair labor practice disputes.

Carrie Evans Wilson, Partner, Labor and Employment, Montgomery McCracken

Carrie Evans Wilson is a partner in Montgomery McCracken’s Litigation Department and co-chair of the Higher Education Practice. Focusing her practice on the Title IX space, Carrie leads investigations into sexual misconduct, harassment, discrimination, fraud, and more. She collaborates with clients to navigate ever-changing regulations and offers her expertise as an external adjudicator, advisor, and appellate reviewer.

In addition to her Title IX work, Carrie has significant experience in civil litigation and in the handling of sexual misconduct matters. Drawing on her background in criminal law and civil litigation, Carrie approaches her work with meticulous attention to detail, ensuring all parties are treated with dignity and respect. Her clients include public and private schools, universities, healthcare organizations, and corporations.

Ashley Suhler Tobin, PANO Standards for Excellence Director

Ashley Suhler Tobin is a strategic nonprofit professional with over 16 years of experience in program development, program management and relationship management. As a Licensed Consultant for the Standards for Excellence in Pennsylvania and nationally, she brings deep expertise in nonprofit governance and management for PANO’s Standards for Excellence program.

Ashley’s career includes roles such as Program Development Director at Turning Points for Children and as a consultant for a variety of nonprofits in Pennsylvania. Ashley also ran a nonprofit networking program in Philadelphia called Connecting Coffee.

With a Master of Public Administration with a concentration in Nonprofit Management from The George Washington University, Ashley is dedicated to fostering transparency, upholding ethical standards, and delivering high-impact results.