YANA Webinar: Governance Best Practices

Wednesday, April 3, 2019 1:00-2:00 PM ET

“One of the best presentations on the topic I have ever heard!”  — Webinar Attendee

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

Sara Goldsmith Schwartz, Yale College ’87, and Founder and President of Schwartz Hannum PC, a certified woman-owned law firm based in Andover, MA, walked the webinar attendees through a case study and series of slides to highlight what nonprofits can do in their governing documents and policies to limit risk.

Sara emphasized that each nonprofit Board member must ensure that the nonprofit, including the organization’s governing documents, agreements, and policies, all comply with applicable laws and are in sync with each other. Highlights included:

  • Hot Topics and Key Provisions For Nonprofit Bylaws
  • Trustee Agreements And Codes Of Conduct
  • Good Governance Policies From IRS Form 990
  • Other Essential Documents And Issues To Be Aware Of For Risk Prevention

Sara also maintained a lively Q&A with audience members throughout the presentation, fielding questions on many topics including nomenclature of Trustees vs. Directors, executive compensation analysis, and how best to manage modern-day voting mechanisms.

YANA Members can request copies of the presentation slides by emailing Sara at SSchwartz@shpclaw.com.

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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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