Nonprofit WISP Consultation (VIRTUAL)
2022-04-28 09:00 - 12:00 (America/New_York) | Zoom Video Conferencing
Application: This event is at capacity, but we encourage you to sign up for the waitlist here. *Please note this consultation is intended for
organizations with 501c3 status.*
Massachusetts law requires any corporate entity operating in MA which handles personal information (PI) to develop and enforce a Written Information Security Program (WISP). Each WISP should be tailored to the manner and scope of operation of each corporate entity.
Join us for a two-part WISP training and consultation program. The 60-minute training will focus on how to implement and maintain WISP at the operational level. The subsequent 75- minute consultation session will be staffed by lawyers from Morgan, Lewis & Bockius LLP and Bank of America. They will review your current WISP and make recommendations as necessary or discuss with you how to develop a new WISP for your nonprofit if you don’t have one.

CORI Sealing Clinic (Virtual)
2022-05-05 16:00 - 18:00, 2022-05-19 16:00 - 18:00, 2022-06-02 16:00 - 18:00, 2022-06-16 16:00 - 18:00, 2022-10-06 15:30 - 18:00, 2022-10-20 16:00 - 18:00
Do you need your CORI (criminal record) sealed or expunged? You may be eligible for free assistance from a volunteer attorney, conducted via Zoom video conferencing. Please note, this service is intended for people with Massachusetts-based criminal records.
Sign up here and someone will follow up with you.
We are accepting registrations on a rolling basis, so once you sign up we will work with you to schedule a final meeting date and time.
Questions? Contact Sean by email or at 617-544-3434 ext. 110.
How it Works:

To get started, fill out the online sign up form. Within one week, Lawyers Clearinghouse will email you to confirm your registration.
When you get to the top of the waitlist, Lawyers Clearinghouse will call you to schedule your clinic date and get your consent to pull a copy of your CORI. Note: It may take some time to receive a date depending on the length of the waitlist.
On your clinic date, you will meet with volunteer attorneys for 30-60 minutes over video conferencing or by phone. They will share your CORI with you and discuss the eligibility of your record for sealing and/or expungement.
If you are eligible, the attorneys will work with you on filing a petition to request sealing and/or expungement and discuss next steps. If you are not currently eligible, they will discuss your timeline for eligibility. Note: It will take a few months to receive a final sealing and/or expungement decision from Probation or the court.

This program is offered in partnership with Codman Square NDC, Urban Edge, and the City of Boston.

Nonprofit Office Hours (Virtual)
2022-05-13 10:00 - 14:00, 2022-05-20 10:00 - 12:00, 2022-05-27 10:00 - 12:00, 2022-06-03 10:00 - 12:00, 2022-06-10 10:00 - 12:00, 2022-06-17 10:00 - 12:00, 2022-06-24 10:00 - 12:00
Introducing Nonprofit Office Hours! Fridays, from 10:00 am-12:00 pm.
Have a question about operating your nonprofit? Want to discuss a potential legal issue or other matter? Book a 15-minute Zoom chat with our Nonprofit Assistance Manager Russell Paul.
Sign up: Sign up for a 15-minute timeslot here.
Questions? Contact Russell by email or at 617-544-3434 ext. 108.

Nonprofit Bylaws Consultation (Virtual)
2022-05-17 13:30 - 16:30
Apply*: Click here. Zoom link provided upon approval.
*You will also be asked to provide a copy of your bylaws, if applicable. This will help the volunteers better tailor their advice to your organization.
Bylaws serve as the main governing document of your organization; the bedrock upon which its foundation rests. When bylaws are not carefully created and maintained in accordance with the best practices outlined in your Articles of Organization, cracks may start to appear in this foundation, hampering your work and taking away from your organization’s mission and resources.
Join us for a consultation program on nonprofit bylaws. This 90-minute consultation session will be staffed by lawyers from Weil. They will review your current bylaws or assist you in creating a new policy and make recommendations as necessary.
This is designed for any nonprofit looking to change, update, or create bylaws, from established longstanding nonprofits to those who have just incorporated and want to make sure they have legally-sound bylaws.

Nonprofit Incorporation Workshop (Virtual)
2022-05-19 16:00 - 18:30
Registration: Click here. You will receive Zoom information upon sign up.
Payment: This program is free, with a suggested donation of $25.
Learn more about the complicated processes of formalizing a nonprofit in Massachusetts. Presenters will address topics such as:
• For-Profit or Not-for-Profit?
• What is a Not-for-Profit?
• Incorporating & Structuring the Not-for-Profit
• Option of Fiscal Sponsorship
• State Reporting & Regulation
• Federal Tax Exemption
• Ongoing IRS Reporting & Regulation
Presenters: Luke Blackadar, Arts & Business Council of Greater Boston; Lisa McChesney, Goodwin.
This pro bono workshop is a joint project of Arts & Business Council of Greater Boston, Goodwin, and Lawyers Clearinghouse.

Where is the Line? Nonprofit Board Duties and Management Responsibilities (Virtual)
2022-06-09 09:00 - 10:30
Registration: Click here. You will receive a Zoom link upon sign up.
Payment: This program is free, with a suggested donation of $15.
Managing a nonprofit can be complicated and sometimes it may not be apparent who is responsible for certain duties: The board? The executive director?
This workshop will provide an overview of nonprofit governance and compliance issues, with a focus on the respective responsibilities of nonprofit boards and senior management.
Presenter: Teresa Santalucia, Klein Hornig

Maintaining Nonprofit Status (Virtual)
2022-06-14 10:00 - 11:30
Registration: Click here. This workshop is free, with a suggested donation of $15.
This virtual workshop will offer an overview of compliance requirements for various government agencies and practical tips for nascent nonprofits, including the IRS rules on fundraising and annual filings.
Presenter: Brittany Besler, AAFCPAs

CORI: What Nonprofits Need to Know to Help Their Clients (Virtual)
2022-06-15 10:00 - 11:30, 2022-07-21 10:00 - 11:30, 2022-09-08 10:00 - 11:30, 2022-10-19 10:00 - 11:30
*Note: This training is not designed to help advise nonprofits on their hiring practices. It is solely focused on assisting clients with criminal records.*
Registration: Sign up here. You will receive a Zoom link upon registration.
This criminal records training is intended for nonprofits whose staff are involved with counseling or offering services in the community to individuals who may have criminal records. It will address the following:

What exactly is a criminal record in Massachusetts? Who has the data? Who gets access to the data?
How can a nonprofit help a client reduce the barriers posed by criminal records?
What can be done if a client of a nonprofit wishes to seal a CORI? What crimes can be sealed? What resources are available?
What rights do individuals with a sealed CORI have when they are applying for a job? Housing?
What is the process for the new expungement laws for CORIs?
What are the concerns for an individual with a CORI who has an immigration issue?

Presenter: Crispin Birnbaum, Access to Justice Fellow

Free Consultation: Helping Mission Driven Organizations Select the Right Entity for Success
2022-06-15 14:00 - 16:00
Application: Apply here. You will receive a Zoom link upon approval.
This program, sponsored by the Boston Bar Association’s Tax-Exempt Organization Section, aims to assist prospective nonprofit groups and people who want to help others but aren’t sure where to start.
This consultation will help attendees understand the available entity choices so they may select the right one to set them up for success. For example, should an organization:

Become a tax-exempt nonprofit?
Work through a “fiscal agent”?
Merge with an existing nonprofit?
Become an unincorporated association and trust?
Create a for-profit LLC?

This program consists of a one-hour training for lawyers and organizations and another hour for a break-out consultation session, where each organization will be matched with a team of pro bono lawyers. During the consultation session, the pro bono legal team will help the assigned group review the group’s mission, goals, and stakeholders, and recommend the form of entity best suited for their endeavors.
This consultation is designed to meet the evolving needs of aspiring nonprofit groups with increasingly diverse compositions and goals.
Presenters: Janet Rickershauser, Hurwit & Associates; Russell Paul, Lawyers Clearinghouse.
Pro Bono Volunteers: Teams led by members of the Steering Committee of the Tax-Exempt Section.

Nonprofit Office Hours (Virtual)
2022-06-24 10:00 - 12:00, 2022-07-01 10:00 - 12:00
Introducing Nonprofit Office Hours! Fridays, from 10:00 am-12:00 pm.
Have a question about operating your nonprofit? Want to discuss a potential legal issue or other matter? Book a 15-minute Zoom chat with our Nonprofit Assistance Manager Russell Paul.
Sign up: Sign up for a 15-minute timeslot here. Russell will reach out by email to provide a Zoom link after you book your meeting.
Questions? Contact Russell by email or at 617-544-3434 ext. 108.

Employment Law 101 (Virtual)
2022-06-29 09:00 - 10:30
Registration: Click here. This event is free, with a suggested donation of $15.
This seminar will cover the basics of employment law for nonprofits and will answer questions such as:

What constitutes an employee?
What are the legal obligations of an employer?
How do you minimize potential liabilities to protect your organization and employees?

Presenter: Christopher Kaczmarek, Littler Mendelson P.C.

Nonprofit Incorporation Workshop (Virtual)
2022-06-29 16:00 - 18:30
Registration: Click here. This workshop is free, with a suggested donation of $25.
Learn more about the complicated processes of formalizing a nonprofit in Massachusetts. Presenters will address topics such as:

For-Profit or Not-for-Profit?
What is a Not-for-Profit?
Incorporating & Structuring the Not-for-Profit
Option of Fiscal Sponsorship
State Reporting & Regulation
Federal Tax Exemption
Ongoing IRS Reporting & Regulation

Presenters: Sue Abbott, Goodwin; Luke Blackadar, Arts & Business Council of Greater Boston

Nonprofit Wellness Check (Virtual)
2022-07-21 13:00 - 16:00
Apply here. You will receive Zoom information if you are approved for this event.
Is your nonprofit healthy? A healthy nonprofit is an effective nonprofit. Join us for a two-part nonprofit wellness consultation to ensure your organization is operating to the best of its ability.
This program will start with a 90-minute presentation about basic nonprofit governance and compliance considerations, followed by one-on-one breakout sessions staffed by volunteer attorneys from Goodwin. The volunteers will help you assess your documents and operations and make recommendations for further action.

Nonprofit Consultation: Data Privacy (Virtual)
2022-09-28 13:00 - 16:00
Apply*: Click here. Zoom link provided upon approval.
*You will also be asked to provide a copy of any documents you have relevant to data privacy at your organization.
Join us on September 28 for a two-part training and consultation focused on nonprofit data privacy. The first half of this virtual event will cover general data privacy considerations, such as computer and email policies, the protection of intellectual property (IP) and client data, and risk management.
Following the training, nonprofits will be paired with attorneys from Hinckley Allen for one-on-one consultations, where the volunteers will discuss the specific data security needs and concerns of each organization and provide a checklist of data protection issues relevant to its operations and mission.
Presenters: Stephanie Siegmann, Hinckley Allen; Danny Summerlin, Jumpstart.

CORI Sealing Clinic (Virtual)
2022-11-03 16:00 - 18:00
Do you need your CORI (criminal record) sealed or expunged? You may be eligible for free assistance from a volunteer attorney, conducted via Zoom video conferencing. Please note, this service is intended for people with Massachusetts-based criminal records.
Sign up here and someone will follow up with you.
We accept sign ups on a rolling basis, so once you sign up we will work with you to schedule a final meeting date and time.
Questions? Contact Sean by email or at 617-544-3434 ext. 110.
How it Works:

To get started, fill out the online sign up form. Within one week, Lawyers Clearinghouse will email you to confirm your registration.
When you get to the top of the waitlist, Lawyers Clearinghouse will call you to schedule your clinic date and get your consent to pull a copy of your CORI. Note: It may take some time to receive a date depending on the length of the waitlist.
On your clinic date, you will meet with volunteer attorneys for 30-60 minutes over video conferencing or by phone. They will share your CORI with you and discuss the eligibility of your record for sealing and/or expungement.
If you are eligible, the attorneys will work with you on filing a petition to request sealing and/or expungement and discuss next steps. If you are not currently eligible, they will discuss your timeline for eligibility. Note: It will take a few months to receive a final sealing and/or expungement decision from Probation or the court.

This program is offered in partnership with Codman Square NDC, Urban Edge, and the City of Boston.
