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Join 501(c) Agencies Trust, BDO, and Littler Mendelson for a 501(c)(3) dedicated three hour training broadcast live from the San Jose Marriott. This full morning session will feature topics addressing the management of risk exposure under auto liability and workers' compensation; employment law changes surrounding equal pay and gender equality; and the latest on nonprofit accounting pronouncements. You can attend any number of sessions. The event is free and has two (2) hours of HRCI/SHRM credit available. (CPE is pending.)
The event is free to attend. RSVP for one or all of the sessions.
Date: Tuesday, May 2, 2017
Location: Watch it live online
Cost: None
HRCI/SHRM Credit: 2.0 hours
CPE: Pending
Schedule (All times are Pacific)
8:20 AM – Welcome
8:30 AM – Auto Liability and Workers’ Compensation:
Managing Risk Exposure for Nonprofits
9:30 AM – Break
9:45 AM – Equal Pay, Gender Equality and the influence of the Trump
Administration on Employment Law
10:45 AM – Break
11:00 AM – Navigating the Upcoming Nonprofit Accounting Pronouncements Tsunami
12:00 PM – End
Continuing education details
CPE Credits Available: Pending
HRCI/SHRM Credit: Both available
Total Credits Available: 2.0
Sessions: Risk Session – 1.0 credits; Employment Law Session – 1.0 credits
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Summary of Presentations
Auto Liability and Workers’ Compensation: Managing Risk Exposure for Nonprofits
CPE Credits Available: Pending
HRCI/SHRM Credits Available: 1.0
Personal bodily injuries (car wrecks, slips and falls, dog bites, soft tissue injuries, back pain, etc) really are a principal exposure for nonprofits. No one wants to deal with it, but we need to. Nonprofits must control these types of, at times, frequent losses. Analyzing coverage forms and putting them in the context of actual claims improves understanding of liability. Auto liability claims can be complex, particularly when employees are driving on behalf of their employer. Establishing fault and identifying who owns the liability is key. Hired non-owned auto is an important coverage for all nonprofits to understand, but more importantly, nonprofits must understand the connection between owned-auto and workers’ compensation.
In this hour long session, we’ll examine comparative liability, establishing fault as well as outcomes as they relate to facts. We’ll also look closely at auto-liability, hired/non-owned auto and workers’ compensation coverage forms and see how they are applied from a claims standpoint. This will be a fast paced, interactive presentation designed to engage you and inform you.
Speaker(s): Ben S. Jonas, ARM, Trust Representative, 501(c) Agencies Trust
Equal Pay, Gender Equality and the influence of the Trump Administration on Employment Law
CPE Credits Available: Pending
HRCI/SHRM Credits Available: 1.0
Looking back to 2016, this presentation will cover significant employment laws and new cases in California and across the nation. The presentation will also discuss the anticipated impact of the Trump Administration on employers throughout the United States, as well as the latest developments in gender equity law, from equal pay, to paid family leave, to all-gender restroom facilities. Finally, the presentation will provide a refresher on disability accommodations, particularly with respect to providing employees with leaves of absence.
Speaker(s): Kai-Ching Cha, Shareholder, Littler Mendelson and Lisa Horgan, Associate, Littler Mendelson
Navigating the Upcoming Nonprofit Accounting Pronouncements Tsunami
CPE Credits Available: Pending
HRCI/SHRM Credits Available: None
There are three accounting pronouncements already in place that will soon significantly change the landscape of nonprofit financial statements. One is on the format for nonprofit financial statements. Another is on recognizing revenue and, finally, one is on accounting for leases. This lively presentation will guide participants through what they need to know on these three important assertions in nonprofit accounting.
Speaker(s): Lewis Sharpstone, Nonprofit Industry Group Practice Leader, BDO
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 Ben S. Jonas, ARM, Trust Representative, 501(c) Agencies Trust
Ben Jonas is an experienced, licensed insurance broker who specializes in 501(c)(3) nonprofit risks. He currently serves as a Producer for 501(c) Services and has been with the organization since early 2016. Ben is an Associate in Risk Management (ARM), and he is also a licensed Insurance Broker in California, Nevada, Hawaii and Georgia.
Ben was the principle at Nonprofits Insurance Management, Inc. – an independent brokerage firm that worked exclusively with 501(c)(3) nonprofits – prior to joining 501(c) Services. Ben saw 501(c) Services as an opportunity to make an even bigger impact in the nonprofit sector, and he couldn’t resist.
Ben is an admitted player and collector of Magic: The Gathering. Ben can be found at the gym, rock climbing and occasionally surfing, when he’s not helping nonprofits better manage their risk and cash flow. Ben is also a Board Member of the Forest Theater Guild in Carmel, California.
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 Kai-Ching Cha, Shareholder, Littler Mendelson
Kai-Ching Cha advises and represents a wide variety of employers in a broad range of employment law matters in state and federal courts and before the Equal Opportunity Commission, the Department of Fair Employment and Housing, and the Division of Labor Standards Enforcement. She has defended employers against claims involving: Wrongful discharge; Wage and hour laws under the California Labor Code and the Fair Labor Standards Act; Discrimination and harassment based on sex, disability and age under the Fair Employment and Housing Act and Title VII.
Kai-Ching also has experience in defending wage and hour class actions. For example, Kai-Ching has defended clients in class actions involving California meal and rest period claims, unpaid overtime, off-the-clock work, misclassification, and donning and doffing claims.
Additionally, Kai-Ching provides counseling and advice to employers on a wide variety of topics, including: Wage and hour issues; Harassment investigations; Disciplinary actions; Terminations, and separation and release agreements.
After graduating from law school, Kai-Ching was an associate for three years at a top ranked national corporate and securities law firm and worked in their Corporate and Employment Litigation departments. During law school, she was notes and comments editor of the Law Review. Kai-Ching Cha has been honored as a recommended lawyer in The Legal 500 United States 2016 guide, an independent referral program that recommends individuals and firms based on merit. She was recognized in the Labor and Employment Disputes in Defense category.
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 Lisa Horgan, Associate, Littler Mendelson Lisa K. Horgan advises and represents employers in a wide variety of matters in all areas of labor and employment law, including: Advice and counseling, including issues related to leaves of absence, workers’ compensation, disability, training, hiring, discipline and separation of employment; discrimination and harassment claims, including claims based on race, religion, national origin, sex, and disability; wage and hour issues, including claims involving minimum wage obligations, overtime wage compensation obligations, the regular rate, classification of employees as overtime exempt, and meal and rest break issues; whistleblower claims, under both California and federal law; and class action litigation. Lisa counsels employers on the development, implementation, and application of employment policies on a full range of employment issues, and how to address workplace issues before they become litigation matters. However, when litigation does occur, she represents clients in administrative complaint proceedings, arbitration, and in state and federal courts throughout California. She often works with clients in the technology, retail, and healthcare industries but has experience in a wide array of industries. Prior to joining Littler, Lisa was a law clerk at the California Teachers Association. While in law school, she participated in the USC Employer Legal Advice Clinic counseling non-profit organizations in the complexities of employment law, and she was supervising editor of the Southern California Review of Law and Social Justice.
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 Lewis Sharpstone, Nonprofit Industry Group Practice Leader, BDO
A nonprofit specialist, Lewis Sharpstone leads BDO’s Nonprofit practice in the West Region. Over the past 25 years, he has worked with over 200 nonprofits, large and small, in every sector of the industry, including: Education (including higher education, independent schools and charter schools); Healthcare (including Federally Qualified Health Centers); Social service organizations (including those dealing with homelessness, hunger, children, and individuals with special needs); Arts and cultural institutions (including performing arts organizations and museums); Associations; Religious organizations; Foundations; and Nonprofits with an international focus
To date, Lewis has conducted over 1,500 audits and for those nonprofits that receive government funds, he is qualified to conduct them under the requirements of Uniform Guidance.
Lewis is extremely active in the community and has served on several boards, including the California State Summer School for the Arts, the Southern California Center for Nonprofit Management, Dubnoff Center and Temple Kol Tikvah. He holds the position of Adjunct Professor of Accounting at California State University, Long Beach where he teaches Ethics in Accounting.
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 501(c) Agencies Trust is a national organization created by a dozen nonprofits in 1982 that helps organizations like yours leave the state unemployment tax system and become reimbursing employers.
Under federal law, 501(c)(3)s can opt out of the state unemployment insurance tax system and simply reimburse the state for any paid benefits. Instead of paying a flat state tax rate, 501(c) Agencies Trust can help you build a reserve account that you own and that earns interest through sound conservative investing. 501(c) Agencies Trust monitors and handles all your unemployment claims and reimburses the state for any paid claims. The program currently has almost 1,500 participants and saves those nonprofits an estimated $20 million annually.
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 BDO is committed to exceeding expectations on every engagement, big or small, for every client, local or multinational. BDO is an international network of public accounting, tax and advisory firms which perform professional services. BDO’s Core Purpose is helping people thrive, every day. It is, fundamentally, why we exist as a firm, and it applies as much to our clients as it does to our employees. |
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