Calendar of Events 8 April 2008, Tuesday

Common Self-Dealing Issues & Scenarios
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 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. [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).