Charities and Not-for-Profit Law Conference 2016

Learn how to protect, strengthen, and guide your organization!

—Rebroadcast—
"Jump Start on CPD 2017"
Tuesday, February 28, 2017; 9:00 am – 4:00 pm

(Original date: October 27, 2016)

Who should attend: All those who advise, volunteer for, or work with charities or not-for-profits: specifically lawyers, directors and officers, executive directors, accountants, trustees, fundraisers, and gift planners.

Learning level: All levels

The area of charity and not-for-profit law is evolving and becoming increasingly complex. It is critical for those leading and advising these types of organizations, or acting as a volunteer or board member, to understand their roles and responsibilities. This conference will update and improve your knowledge in this area, and will provide comprehensive coverage of current issues affecting charities and not-for-profit organizations.

At this course you will learn:

• BC's new Societies Act, including what to expect on transition, member-funded societies, and by-laws and inalterable clauses
• effects of the new legislation on board liability, meetings, and member disputes and remedies
• best practices for key areas, such as taxation, governance, and employment issues

Law Society of BC CPD Hours: 6.5 hours (a minimum of 1 hour will involve aspects of professional responsibility and ethics, client care and relations, and/or practice management)

Course Chairs
Michael Blatchford — Bull, Housser & Tupper LLP, Vancouver
Martha Rans —  Barrister & Solicitor, Vancouver

Planning Committee
Kate Bake-Paterson — DLA Piper (Canada) LLP, Vancouver
Anders Ourom — Sole Practitioner, Vancouver
Dierk Ullrich — Fasken Martineau DuMoulin LLP, Vancouver

Pricing
"Jump Start on CPD 2017"
$430   *Early Bird register by January 30, 2017 and SAVE!
$475   After January 30, 2017
Save even more with your CPDone Pass!

Registration includes an electronic copy of CLEBC's BC Societies Guide, an electronic copy of the course material.

SPECIAL GROUP RATES! Plus-one pricing!
Gather around one computer and SAVE on Live Webinar/Rebroadcast costs. Pay full price for the first registration and have each additional viewer join you for $125 per day. Contact Customer Service for more info.

If you are a member of a charity or not-for-profit organization (lawyer or non-lawyer), you may be eligible for a 50% discount off the full price. Contact Customer Service to take advantage of this discount.

Webinar Archive: This course will be added to the Webinar Archive. See below to subscribe.

Unable to attend without financial support? Learn more about CLEBC's Bursary Program and our Easy Pay Plan.

Can't make the live course/live webinar?

1. Order the online course materials, an archive of all CLEBC papers published since 2001. ... OR
2. Subscribe to the Webinar Archive, a repository of recordings of most CLEBC past courses.

Annual subscription rates for both options are based on firm size.

CLEBC Program Lawyer
Genevieve Chang
gchang@cle.bc.ca

Course Chairs
Michael Blatchford — Bull, Housser & Tupper LLP, Vancouver
Martha Rans — Barrister & Solicitor, Vancouver

About the Course Chairs
Michael Blatchford is a lawyer with the Vancouver firm of Bull Housser & Tupper LLP. He works with charities, not-for-profit organizations, and other entities in the voluntary sector, from health care, education, and social services to arts and culture, environmental and recreation, and athletics. Michael also assists professional bodies, associations, clubs, and religious and faith-based organizations. He advises on all aspects of their operations and governance, helping them to effectively carry out their programs while complying with regulatory obligations. He represents organizations in their dealings with regulators, including the Canada Revenue Agency, advises on fundraising and receipting issues for charities, and has assisted numerous charities in carrying out their work abroad. He also provides advice to charities and not-for-profit organizations that carry on a social enterprise or other revenue generating activities. Michael is the co-founder and co-chair of the BC Charity and Non-Profit Law Section of the Canadian Bar Association.

Martha Rans has over 19 years of experience as a lawyer including a decade as an employment, labour, and human rights lawyer/mediator. Since setting up her own practice in 2003, her work has been primarily devoted to non-profits, co-ops, and charities. She regularly advises her clients across BC on non-profit incorporation, governance, privacy, employment, labour, human rights, and intellectual property/social media. Martha is an advocate for public legal education and information for non-profits. She is the co-founder and Legal Director of the Artists' Legal Outreach (artistslegaloutreach.ca) and the Non-Profit and Charities Legal Outreach that together provide advice, information, and education to thousands of BC's creators and non-profits. She is also a copyright educator and teaches the next generation of artists and designers at ECUAD and UBC.

Planning Committee
Kate Bake-Paterson — DLA Piper (Canada) LLP, Vancouver
Anders Ourom — Barrister & Solicitor, Vancouver
Dierk Ullrich — Fasken Martineau DuMoulin LLP, Vancouver

Faculty
Sarah Fitzpatrick — Miller Thomson LLP, Vancouver
Jennifer L. Francis — Fasken Martineau DuMoulin LLP, Vancouver
Tona Hetherington — Financial and Corporate Sector Policy Branch, Ministry of Finance, Victoria
Margaret H. Mason — Bull, Housser & Tupper LLP, Vancouver
Anders Ourom — Sole Practitioner, Vancouver
Clea Parfitt — Clea F. Parfitt, Lawyer, Vancouver
Jill Sinkwich — Financial and Corporate Sector Policy Branch, Ministry of Finance, Victoria
Debbie Turner — BC Registry Services, Victoria
Dierk Ullrich — Fasken Martineau DuMoulin LLP, Vancouver

Welcome and Introduction

Dealing With Donors: How Much Is Too Much?

• how to contend with donor wishes that may take you off-mission
• what types of conditions/restrictions are permissible
• managing donor expectations

Margaret H. Mason — Bull, Housser & Tupper LLP, Vancouver

Bylaws and Unalterable Clauses

• what your client needs to know about unalterable provisions under the new Societies Act
• defaults in the new Societies Act
• comments on the new model bylaws

Sarah Fitzpatrick — Miller Thomson LLP, Vancouver
Martha Rans — Barrister & Solicitor, Vancouver

Networking Break

Member Funded Societies

• benefits of being a member funded society
• prerequisites for becoming a member funded society
• process for becoming a member funded society
• when a society ceases to be a member funded society

Dierk Ullrich — Fasken Martineau DuMoulin LLP, Vancouver

Members' Meetings

• key changes under the new Societies Act
• timing, notice, quorum
• electronic meetings
• voting, including electronic voting
• annual reports
• requisition of special meetings and members’ proposals

Michael Blatchford — Bull, Housser & Tupper LLP, Vancouver
Anders Ourom — Sole Practitioner, Vancouver

Networking Lunch

Transition Application Process Under the New Societies Act

• basic transition or how to transition with existing bylaws (no special resolution required)
• how to transition if you wish to change your bylaws or become a member-funded society (special resolution required)
• what you can do now to prepare
• the new electronic system for filings under the new Societies Act

Tony M. Hetherington — Financial and Corporate Sector Policy Branch, Ministry of Finance, Victoria
Jill Sinkwich — Financial and Corporate Sector Policy Branch, Ministry of Finance, Victoria
Debbie Turner — Deputy Registrar, BC Registry Services, Victoria

Board Governance and Senior Managers

• board appointment and election
• director qualifications
• remuneration
• conflict of interest and protection against liability
• senior managers

Kate Bake-Paterson — DLA Piper (Canada) LLP, Vancouver

Networking Break

Human Rights Law in Employment for Charities and Non-profits

• application of the Human Rights Code to charities and non-profits
• basic elements of human rights analysis
• limitations re applications of the Human Rights Code
• relationship between employer right to manage and Human Rights Code
• hiring
• accommodating disability and analysis of duty to accommodate
• disability and termination
• harassment in the workplace

Clea Parfitt — Clea F. Parfitt, Lawyer, Vancouver

Member Remedies and Disputes

Jennifer L. Francis — Fasken Martineau DuMoulin LLP, Vancouver

Closing Remarks