Calendar of Events 1 April 2008, Tuesday

Basic Self-Dealing & Intermediate Sanction Rules
Time: 2:00 - 3:00 p.m.
Location: Teleconference
Audience: Staff and trustees of grantmaking organizations
Fee: $25 for one call in the series, a $45 fee for two calls, and a $60 fee for the whole series

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. [register]

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 (Introduction to Conflict of Interest). The second session will focus on self-dealing and intermediate sanction rules, focusing on basic rules, transactions, disqualified persons, penalties, and exceptions (Basic Self-Dealing & Intermediate Sanction Rules). The third session will examine common problem areas and use real scenarios to explain how the self-dealing rule is applied in different cases (Common Self-Dealing Issues & Scenarios).