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Special Tuition Available

$225 - Nonprofits grossing $500,000 or less

$150 - Nonprofits grossing $100,000 or less

To register, please call customer service at 1-800-932-4637



Join your colleagues

Join us in Philadelphia and select from over 15 different topics or sign up at a simulcast site convenient to you and get a six hour program, including ethics, focused on the latest hot topics for nonprofits. You’ll come away re-charged with new ideas to take back to your clients and your nonprofit staff!

NOTE:  One session each hour will be simulcast to sites other than Philadelphia. If you attend a simulcast site convenient to you, you will see a six hour program. See schedule below for the *simulcast sessions.


Find out what’s trending

There is so much happening in the nonprofit sector, and PBI’s Nonprofit Institute is THE annual program that allows you to:

  • Choose from 4 tracks – Basic, Finance, Employment and Board/Governance
  • Hear from more than 15 new speakers never featured at this Institute before!
  • Network with others in this field
  • Learn about current issues for nonprofits
  • Build a program that fits your needs
  • Walk away with a course manual of valuable resources
  • Get re-charged with new ideas to take back to your clients and your nonprofit staff!


Hear from leaders in the field

  • nonprofit executives
  • lawyers with expertise in nonprofit law and compliance
  • and others who share their insights and tips




Examine policy changes after the 2016 election

In the opening plenary session, keynote speaker Tim Delaney, President & CEO of the National Council of Nonprofits, will address “The Re-Energized Nonprofit Sector: What the New Policy World Means for Nonprofits and Their Attorneys.” Hear his fascinating discussion of:

  • 6 major policy issues
  • why nonprofits must engage to advocate for their missions
  • how nonprofits can strengthen communities to become government partners
  • what attorneys need to know to assist nonprofits to use their full rights while still adhering to the legal ethics guidelines


Here’s what your colleagues found valuable last year

  • New materials and excellent speakers and panel members
  • Wide range of experience on panels
  • Great new relevant topics, current information, it was hard to choose between sessions!
  • Good variety of topics and impressive skills of presenters
  • Information was well presented
  • Diversity of topics, speakers were knowledgeable


Get a great course book

  • Hundreds of pages of beneficial information
  • Tons of sample documents
  • One of PBI’s “Bestsellers”


Mark your calendars

It will be a dynamic day featuring a wide array of topics for nonprofits big and small. A MUST ATTEND for anyone involved in the nonprofit sector. This is an exceptional program for lawyers, nonprofit board members, accountants, fundraisers and anybody who is thinking of starting up a nonprofit.


Workshop choices will determine whether credits are in substantive law, practice and procedure or ethics.


PBI is pleased to cosponsor this program with the Charitable Organizations Committee of the Pennsylvania Bar Association




Session will be simulcast


  • 9:00 – 9:15
    • Opening Remarks
  • 9:15 – 10:15
    • *Keynote Address: The Re-Energized Nonprofit Sector: What the New Policy World Means for Nonprofits and Their Attorneys
      Tim Delaney (Pres. & CEO, National Council of Nonprofits)
  • 10:15 – 10:25
    • Break
  • 10:25 – 11:25
    • Choose Among These Sessions: 
    • Starting a PA Nonprofit/501(c)(3) Charitable Organization
      Molly Sharbaugh Unterseher, F. Emmeline Babb
    • Choice of Entity: Pros and Cons of Forming and Operating Charitable Trusts vs. Nonprofit Corporations
      Alison T. Smith, Andrew M. Grumet
    • A Detailed Look at the Minimum Wage Law
      Shannon D. Farmer
    • *How to Get More Than a Garden Variety Board: Key Steps to Seed, Cultivate and Harvest a High Functioning Board Member
      Vicki W. Kramer, Margaret Sadler, Anne L. Gingerich
  • 11:25 – 11:35
    • Break
  • 11:35 – 12:35
    • Choose Among These Sessions:
    • Maintaining a Pennsylvania Charity
      Molly Sharbaugh Unterseher, F. Emmeline Babb
    • Managing and Investing Charity Funds: Fiduciary Duty / Prudent Investing / Total Return Investing / Investment and Spending Policies
      Michelle J. Hong, Erica Tomasko, Michael A. Lehmann
    • The Hiring Process: Dos and Don’ts for Employees and Volunteers
      Andrea R. Kramer, Keisha Jordan
    • *Don Kramer’s Update on What Every Nonprofit Board Needs to Know about the Law
      Donald W. Kramer
  • 12:35 – 1:20
    • Lunch
  • 1:20 – 2:20
    • Choose Among These Sessions
    • What Every Nonprofit Needs to Know about Insurance Coverage
      Caitlin Ryan, James Birkhead
    • New Accounting Rules for Nonprofits
      Jimmy Mo, Lorraine G. LoPresti
    • Harassment - Can You Afford the Legal, Reputational or Mission Risks?
      Judge Renée Cardwell Hughes (Ret.) (Moderator), Jonathan A. Segal
    • *Board Compensation: To Pay or Not to Pay, That Is the Question
      Laura N. Solomon (Moderator), Libby Felten, Robert N.C. Nix III
  • 2:20 - 2:35
    • Break
  • 2:35 - 3:35
    • Choose Among These Sessions
    • Fundraising 101: Laws and Regulations
      David J. Karasko, Karl E. Emerson
    • Endowments and Other Donor Restricted Gifts
      Jack Owen, Michelle R. Buskey
    • Nonprofits and Social Media: Strategies for Success/Quagmires to Avoid
      Anthony Tornetta, Amy Kaunas
    • *How the Board Can Avoid Getting into Trouble with the PA Attorney General
      Mark A. Pacella
  • 3:35 – 3:45
    • Break
  • 3:45 – 4:45
    • Choose Among These Sessions
    • How to Generate Income for Your Nonprofit
      Matt Hugg, Tish Mogan
    • *Mixing Politics and Charities: The Ethical Conundrum
      Deborah J. Zateeny, Rep. Donna Johnson Bullock, Virginia Sikes, Lawrence J. Fox (Moderator)



Course Planners: Anne L. Gingerich, MSW, Donald W. Kramer, Esq., Jack Owen, Esq., Mark A. Pacella, Esq., Deborah J. Zateeny, Esq.


Related Products

  • Course Book (2017-9650) — $119
  • Podcast with credit — $399
  • Podcast no credit — FREE
  • On-demand video with credit — $399
  • On-demand video no credit — FREE

If you are ordering course materials separately, please allow two weeks after the program for shipment, and include $8.00 shipping and handling & 6% Pa. sales tax on all orders. Please allow 4 to 6 weeks for availability of podcasts and on-demand video.



Product Information
Date Presented:
May 18, 2017 9:00 AM Eastern
8 hours, 25 minutes
Registration Fee:
15th Annual Nonprofit Institute (Philadelphia, Simulcast)
Speaker Information
F. Emmeline Babb, Esq.   [ view bio ]
James Birkhead, MBA, RPLU, AINS   [ view bio ]
Hon. Donna Johnson Bullock   [ view bio ]
Michelle R. Buskey, CPA   [ view bio ]
Tim Delaney   [ view bio ]
Karl E. Emerson, Esq.   [ view bio ]
Shannon D. Farmer, Esq.   [ view bio ]
Libby Felten, CPA   [ view bio ]
Lawrence J. Fox, Esq.   [ view bio ]
Anne L. Gingerich, Esq.   [ view bio ]
Andrew M. Grumet, Esq.   [ view bio ]
Michelle J. Hong, Esq.   [ view bio ]
Matt Hugg
Hon. RenĂ©e Cardwell Hughes (Ret.)   [ view bio ]
Keisha Jordan   [ view bio ]
David J. Karasko, Esq.   [ view bio ]
Amy Kaunas, Esq.   [ view bio ]
Andrea R. Kramer, Esq.   [ view bio ]
Donald W. Kramer, Esq.   [ view bio ]
Vicki W. Kramer, Esq.   [ view bio ]
Michael A. Lehmann, Esq.   [ view bio ]
Lorraine LoPresti, CPA, MBA   [ view bio ]
Jimmy Mo, CPA   [ view bio ]
Tish Mogan   [ view bio ]
Robert N.C. Nix, III, Esq.   [ view bio ]
Jack R. Owen, Esq.   [ view bio ]
Mark A. Pacella, Esq.   [ view bio ]
Caitlin S. Ryan   [ view bio ]
Margaret Sadler   [ view bio ]
Jonathan A. Segal, Esq.   [ view bio ]
Virginia P. Sikes, Esq.   [ view bio ]
Alison T. Smith, Esq.   [ view bio ]
Laura N. Solomon, Esq.   [ view bio ]
Erica Tomasko   [ view bio ]
Anthony Tornetta   [ view bio ]
Molly Sharbaugh Unterseher, Esq.   [ view bio ]
Deborah J. Zateeny, Esq.   [ view bio ]
15th Annual Nonprofit Institute (Philadelphia, Simulcast) Part 2
15th Annual Nonprofit Institute (Philadelphia, Simulcast) Part 3
15th Annual Nonprofit Institute (Philadelphia, Simulcast) Part 4
15th Annual Nonprofit Institute (Philadelphia, Simulcast) Part 5
15th Annual Nonprofit Institute (Philadelphia, Simulcast) Part 6
Individual topic purchase: Selected
Pennsylvania CLE
Total Credits: 6.00
You may pick a location after you click Add to Basket
  • Attend In-Person
    • The CLE Conference Center Wanamaker Bldg., 10th FL, Ste. 1010 Juniper Street Entrance Philadelphia PA 19107
  • Simulcast
    • Butler County Bar Association 240 S. Main Street Butler PA 16001
    • Chester County Bar Association 15 W. Gay Street West Chester PA 19380
    • Colonial I.U. 20 6 Danforth Drive Easton PA 18045
    • King's College Sheehy-Farmer Campus Ctr. Lane's Lane Wilkes-Barre PA 18711
    • Lebanon County Bar Association 547 South Tenth St. Lebanon PA 17042
    • PBI Conference Center 5080 Ritter Road Mechanicsburg PA 17055
    • PBI Professional Development Conference Center Heinz 57 Center 339 Sixth Ave., 7th Fl. Pittsburgh PA 15222
    • Penn State Cooperative Ext. of Lawrence Co. Lawrence County Courthouse 430 Court Street New Castle PA 16101
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