Skip to Main Content

Meghan Biss and William Klimon Explore M&A Issues for Nonprofits at 501 Forum

May 15, 2018
Speakers:Meghan R. Biss, William M. Klimon
Program:M&A Issues for Nonprofit Organizations
Event Sponsor:501 Forum

Nonprofit executives and board members face a challenging and dynamic strategic environment. Mergers and acquisitions can be a powerful growth tool to increase funding, expand community impact, extend services to new geographies and populations, improve operational efficiencies, and accomplish their strategic plans.

Please join Caplin & Drysdale nonprofit lawyers William Klimon and Meghan Biss (former technical advisor to the Director of Exempt Organizations at the IRS), and Andy Smith, an investment banker and business valuator with The McLean Group, on Tuesday, May 15, 2018, for a breakfast seminar focused on the issues that nonprofit organizations face when undertaking mergers and acquisitions. Learning objectives include:

  • an overview of nonprofit M&A activity and its impact on an organization's strategy;
  • the unique governance and tax issues that nonprofit organizations face in M&A transactions; and
  • an analysis of fair market value and the importance of analyzing the fairness of transactions.

Who Should Attend
This program is designed specifically for nonprofit General Counsel, Executive Directors, Accountants, CFOs, CEOs, and Board Members at a broad range of nonprofit organizations.

Additional Information
This a complimentary seminar. Breakfast will be provided. One hour of CLE and CPE credit is being offered.

M&A Issues for Nonprofit Organizations
Tuesday, May 15, 2018
8:30 AM - 10:30 AM
(Program starts at 9:00 AM and ends at 10:00 AM.)

Caplin & Drysdale, Chartered
One Thomas Circle NW, Suite 1100
Washington, DC 20005
Map It!

Please RSVP to
Click here to add this event to your Outlook Calendar.

Related Professionals

Related Practice Area(s)