W194: What’s Special about nonprofit mergers – 6 things you need to know on your M&A Journey
Wednesday, June 30, 2021
2:00 p.m. - 3:30 p.m. EASTERN TIME

This course provides management, organizational and legal background on the topic of combinations between nonprofit entities. It offers simple, straightforward advice on how to approach combinations of nonprofits and a list of things that should not be overlooked:  6 things you need to know on your M&A Journey

Learning Objectives

Learning Objectives for the Course:

1. Learn about main drivers for nonprofits to Consider a Combination

2.Understand various Alternate Forms of Combination

3.Learn about M&A Compelling Factors for nonprofits

4.Learn about Inhibiting Factors

5.Learn about important considerations for Building Consensus

6.Learn about the important Steps in Merger/Consolidation

Jerald A. Jacobs,
Partner, Pillsbury Winthrop Shaw Pittman LLP
Jerald Jacobs, Pillsbury’s Nonprofit Organizations practice leader, counsels and advocates for trade associations, professional societies, charities, veterans’ organizations, and scientific and educational societies. Recognized by Best Lawyers (2009—present) and the American Bar Association as a leader in his field, Jerry assists all kinds and sizes of nonprofit organizations in governance, transactions, mergers, disputes, tax exemption, global operations, and legislative and regulatory issues. He is general counsel to the “association of associations,” the ASAE. Jerry is the author of a dozen books in nonprofit law, including the standard in the field, Association Law Handbook, now in its sixth edition. Professional Highlights - Recognized by Best Lawyers (published by BL Rankings LLC), Non-Profit/Charities Law (2009–2021). - Named “Outstanding Nonprofit Attorney” by the American Bar Association, the first for an attorney advising nonprofit membership organizations. - Responsible for a dozen books on nonprofit organization law, including Association Law Handbook, Sixth Edition (2018), Certification and Accreditation Law Handbook, Third Edition (2016), Legal Duties for Directors (2014), and The Legal Guide to Nonprofit Mergers & Joint Ventures (2011).
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Strategic Management CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed at least 1 year of association management experience; No advance preparation required Cost $0.00
Refund and Complaint Resolution Policy:

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: