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Who's Watching You Now? Review of State and Other Fundraising Reporting in an Ever-Changing Regulatory Environment - Washington DC

Please join the BDO Institute for Nonprofit ExcellenceSM and Perlman & Perlman, LLP for a nonprofit seminar.

This course will provide participants with an overall review of state and other fundraising reporting.  It will include a brief history of fundraising regulation and an overview of state registration and reporting requirements.  Additionally, the role of other regulatory players and watchdog organizations and their impact on regulation will be discussed.

Upon completion of this course, participants will be able to:

  • Recognize why states and other regulators regulate charitable fundraising and why they require reporting
  • Recognize the basic general requirements for registration and state reporting of fundraising activities
  • Discuss the impact of other regulatory bodies upon regulation and the role of watchdog organizations        

Seth Perlman is the senior partner at Perlman & Perlman, LLP, a prominent nonprofit law firm.  He has litigated in several state and federal jurisdictions on issues relevant to the philanthropic community.  In addition, he has worked with the Hungarian Government on the initial formation of its not-for-profit sector and has been invited by Congress and state governments to advise on legal and regulatory issues relevant to philanthropy.  In addition to advising a broad range of U.S. nonprofit boards, he holds international board positions with philanthropic organizations in Belgium, Canada, France, Germany, and The Netherlands. In 2009, Mr. Perlman received the Outstanding Nonprofit Lawyer Award from the American Bar Association for distinguished service by an attorney practicing nonprofit law.

Tracy Boak is an attorney at Perlman & Perlman, LLP.  Tracy L. Boak's practice includes all aspects of nonprofit law. Her particular expertise in the regulation of charitable solicitation is rooted in 12 years of service in the public sector.   Ms. Boak was previously the Director of the Pennsylvania Department of State's Bureau of Charitable Organizations, and before that was the Bureau's prosecuting attorney.  She is a former President of the National Association of State Charities Officials (NASCO), a national organization serving as an exchange between state officials and the charitable organizations they oversee.


Group Live
2.0 Credits in the Field of Tax

University Club
1135 16th Street NW
Washington, DC

If you have any questions, please contact
Elizabeth Carp at 301-634-0297 or


3/5/2013 08:00 a.m. - 08:30 a.m. Registration
08:30 a.m. - 10:30 a.m. Seminar



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For more information regarding registration, attendance, complaints and/or program cancellation policies, please contact BDO at 1-888-236-9111 Option 5.
NASBA LogoBDO USA, LLP 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: