Southern California Youth Rugby Annual Conference
Date: September 18, 2016
How to Keep Your Sports-Based Nonprofit Organization Compliant
Primary presenter at regional conference of youth rugby organizations in Southern California. This presentation outlined state and federal tax-exempt compliance requirements and other considerations specific to sports-based nonprofits organizations. The presentation included in-depth discussion of legal distinction between membership organizations and non-membership organizations in the context of sports-based nonprofits.
San Diego County Bar Association: CLE
Date: August 31, 2016
Nuts and Bolts: How to Set Up a 501(c)(3) Nonprofit Organization
Primary presenter at Continuing Legal Education Event sponsored by the San Diego County Bar Association to provide practicing attorneys with an overview of the legal requirements for obtaining tax-exempt status for clients. Presentation included discussion of the entity formation process, necessary applications and filing requirement for federal and state recognition of tax-exemption, key considerations for legal practitioners to obtain and maintain tax-exempt status for clients, and recent changes to California and federal nonprofit law.
San Diego AMA Cause Conference
Date: May 19, 2016
Cause Marketing: Taking Advantage of the Halo Effect
Keynote speaking engagement at national conference addressing the full spectrum of cause-related marketing opportunities available to businesses, as well as a discussion of how to turn corporate charitable giving into a co-marketing opportunity. Discussion of the importance of preparing for and navigating the legal obstacles to achieve cause-marketing compliance for socially conscious enterprises. Overview of various cause-related marketing vehicles for nonprofit/for profit strategic ventures.
This Week in Marketing by wsRadio
Date: March 29, 2016
Marketing With a Purpose
Primary guest on nationally syndicated radio program for discussion and interview related to legal obstacles facing socially conscious enterprises employing cause-marketing strategies. Discussion of the value of strategic partnerships and various cause-related marketing platforms for socially conscious entrepreneurs.
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