YANA Webinar: Governance Best Practices


Join Yale alumni experts as we explore the dynamic and rapidly-evolving facets of the social impact sector. Each session will be 1-hour: a 40-minute presentation, followed by 20 minutes of Q&A.  

Session 7:

Governance Best Practices

Wednesday, April 3, 2019 | 1:00-2:00pm ET

Governance Best Practices: Bylaws, Trustee Agreements, And Other Essential Documents — Sara Goldsmith Schwartz, Schwartz Hannum PC

Serving on the Board of Trustees of a non-profit organization is a significant contribution to the community, and also a significant responsibility. Each Board member must ensure that the non-profit, including the organization’s governing documents, agreements, and policies, all comply with applicable laws.

This interactive webinar will review key documents for non-profit legal compliance, including:

  • Key Updates To Your Organization’s Bylaws
  • Trustee Agreements And Codes Of Conduct
  • Good Governance Policies From IRS Form 990
  • Other Essential Documents For Risk Prevention

Sara Goldsmith Schwartz, Yale College ’87, is the Founder and President of Schwartz Hannum PC, a certified woman-owned law firm based in Andover, MA. Sara graduated from Concord Academy, and is a cum laude graduate of both Yale College and Harvard Law School. She began her legal career at the law firm of Ropes & Gray in Boston, after completing a federal court clerkship with The Honorable William Young in Boston. Sara founded the Firm in 1995. Schwartz Hannum PC now has 13 attorneys. Sara serves as a trusted advisor to hundreds of non-profit entities, including independent schools, colleges, hospitals, museums, and social services agencies. Using real-life hypotheticals, and drawing on her nearly 30 years of legal experience, Sara will guide participants through the significant responsibilities that Board Members have in ensuring that an organization’s key documents comply with legal requirements and best practices.

Sara Goldsmith Schwartz’ Full Bio


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