Date: 4/8/2008
Time: 2:00 PM - 3:00 PM
Location: Teleconference

Session 3 of the Conflict of Interest and Self Dealing Teleconference Series

This session begins with a quick review of self-dealing basics, including financial transactions, disqualified persons, penalties, and exceptions. We then examine common problem areas and use real scenarios to explain how the rule is applied in different cases, such as spouse travel, fundraising events, shared office space, and overlapping board members. We conclude with recommended steps for private foundations to take to avoid self-dealing problems.

Please join us on April 8, 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.