Date: 4/1/2008
Time: 2:00 PM - 3:00 PM
Location: Teleconference

Session 2 of the Conflict of Interest and Self Dealing Teleconference Series

Recent media stories have put the topic of self-dealing on the radar of many policymakers and grantmakers. In this session we discuss the basic rule and concepts related to self-dealing as it affects private foundations, the types of transactions that are affected by the rule, the definition of disqualified persons, the penalties for violation, and the exceptions to the rule. For public charities subject to the intermediate sanction rules, we will define excess benefit transactions and disqualified persons and discuss reasonable compensation other financial transactions and the rebuttable presumption.

Please join us on April 1, 2008 from 2-3 pm ET.

The Series

This teleconference series features John Edie of PricewaterhouseCoopers discussing critical issues pertaining to conflict of interest and self-dealing rules. The first session will cover the basics of conflict of interest, including definitions, types of conflicts, and best practices. The second session will focus on self-dealing and intermediate sanction rules, focusing on basic rules, transactions, disqualified persons, penalties, and exceptions. The third session will examine common problem areas and use real scenarios to explain how the self-dealing rule is applied in different cases.

There is a $25 registration fee for one call in the series, a $45 fee for two calls, and a $60 fee for the whole series.

If you have any questions please contact Courtney Moore.