William Klimon to Speak at Breakfast on M&A Issues for Nonprofit Organizations
Caplin & Drysdale

William Klimon to Speak at Breakfast on M&A Issues for Nonprofit Organizations

Date: 10/19/2016

Speaker(s/ies):William Klimon
Sharon Schick
Program:M&A Issues for Nonprofit Organizations
Event Sponsor:Caplin & Drysdale, Chartered

Caplin & Drysdale, Chartered

One Thomas Circle, NW, Suite 1100

Washington, DC 20005

To register please email Lindsay Mahanes at  


October 19, 2016


8:15 AM - 8:30 AM

Registration & Networking

8:30 AM - 9:30 AM

Program and Q&A

9:30 AM - 9:45 AM


Caplin & Drysdale
One Thomas Circle, NW
Suite 1100
Washington, DC 20005

Closest metro is McPherson Square (Blue, Orange, Silver lines).  Underground parking available in the building and surrounding buildings.

Lindsay Mahanes

M&A Issues for Nonprofit Organizations

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 William Klimon, a nonprofit organizations lawyer with Caplin & Drysdale, and Andy Smith, an investment banker and business valuator with The McLean Group, on Wednesday, October 19, 2016, 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 fiduciary duties and governance issues that nonprofit organizations face; 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 CFOs, CEOs, and board members at a broad range of nonprofit organizations.

Additional Information

Breakfast will be provided.  This is a complimentary seminar.  No CLE or CPE credit is being offered.

Related Professionals

Related Practice Area(s)

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