Nonprofit Organization Mergers, Consolidations, and Other Combinations: Accounting and Legal Issues
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Jerald A. Jacobs
Partner
Pillsbury Winthrop Shaw Pittman LLP

Jerry Jacobs is a Washington attorney and head of the Nonprofit Organizations practice of the Pillsbury Winthrop Shaw Pittman LLP law firm. That practice annually provides legal counseling and advocacy for over 150 national trade associations, professional societies, cause organizations, and charities. He is also head of the 75-attorney Public Practices Section of the firm. Mr. Jacobs has been focused on the legal representation of nonprofit organization clients for over two decades. His practice includes antitrust and trade regulation, health law, litigation, nonprofit corporate governance and transactions, federal income tax exemption, and federal legislative and regulatory issues affecting nonprofit organizations.

Mr. Jacobs is General Counsel for ASAE & The Center for Association Leadership, the 24,000-member national professional society of nonprofit organization staff executives. He founded ASAE & The Center’s 4,000-member Legal Section and chaired its Section Council for three years, and for the past ten years he has been the keynote speaker at its Legal Symposium. He has also served on ASAE’s Board of Directors and on the Board of Directors of the ASAE Foundation. He chaired ASAE’s Government Affairs Committee for two years. He has received ASAE’s Distinguished Service Award, the highest honor presented to associate members of the Society.

Mr. Jacobs has written extensively on legal and governmental issues for nonprofit organizations. His book credits include Association Law Handbook, 4th ed. (2007) and its biennial supplement Association Law Update (2009); Certification and Accreditation Law Handbook, 2nd ed. (2004; with Jefferson C. Glassie); Associations and the Law (2002); Federal Lobbying Law Handbook, 2nd ed. (1993); and Legal Risk Management for Associations (1995; with David W. Ogden, currently Deputy Attorney General of the United States).

In 2002, Mr. Jacobs was named “Outstanding Nonprofit Attorney” by the American Bar Association. In 1998 Mr. Jacobs presented a paper on tort law risks to nonprofit organizations before the Litigation Section of the American Bar Association, and in 1999 he presented a paper on antitrust risks to ABA’s Section of Business Law.

Mr. Jacobs has advised the governments of the European Union and the Peoples Republic of China on nonprofit/nongovernmental organization issues.

Mr. Jacobs holds undergraduate and law degrees from Georgetown University and studied at the University of Fribourg, Switzerland. He has served as an adjunct professor in the area of nonprofit organization law at The George Washington University. He is admitted to practice law in the District of Columbia, before several federal district and circuit courts, and before the U.S. Supreme Court.

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Linda J. Shinn, MBA, CAE
Principal
Consensus Management Group

Linda is Principal, Consensus Management Group (CMG), Indianapolis, IN. CMG is one of the country’s top association management consulting firms engaged in training; strategic planning; governance, management and operational audits, research and planning; merger facilitation and executive search. Shinn also consults in the area of compensation and benefits, human resources, teambuilding and health care.

Linda is a Certified Association Executive and a Fellow of the American Society of Association Executives.

Shinn is President-elect of the Indiana Society of Association Executives and serves on the Board of Trustees of the Indiana University-Purdue University, Indianapolis Alumni Association Board of Trustees. She is a member of the American Nurses Association, American Society of Association Executives, the Indiana State Nurses Association, the Indiana Society of Association Executives and the Indianapolis Downtown Optimist Club.

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Thomas J. Sneeringer, CPA
Partner
McGladrey & Pullen, LLP

Tom has over 19 years of accounting experience and is a member of the firm’s audit practice. He specializes in Not-For-Profit Audit, Tax, and Consulting.

Tom is the audit partner that will perform quality control review and will serve as the engagement partner. His responsibilities include directing engagements, preparing financial statements, composing management letters, and advising clients on accounting and tax policies. Tom has also conducted seminars for clients, InsideNGO, the American Institute of CPAs, Greater Washington Society of CPAs, the Center for Engineering and Scientific Society Executives, and other organizations on key issues facing not-for-profit organizations. Tom’s representative clients include: 501(c)(3) organizations, international NGOs, independent schools, national associations, OMB Circular A-133 compliance audits and, engagements in accordance with the “Yellow Book.”

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Charles F. Tate
Managing Partner
Tate & Tryon Certified Public Accountants

Charles Tate is the Firm’s managing partner and has over 30 years of experience working with nonprofit organizations. Prior to forming the Firm, he worked in the Washington, DC office of Ernst & Young, LLP where he began working with nonprofit organizations.

Mr. Tate has more than 30 years of experience providing auditing, tax and consulting services to nonprofit organizations and associations such as the Public Company Accounting Oversight Board, National Association of Insurance Commissioners, American Chemical Society, National Federation of Independent Business, and the National Association of Home Builders to name just a few.

He is also a regular presenter to nonprofit groups and boards on the topics of emerging financial practices and financial governance. A few of Mr. Tate’s recent presentations include:

- COSO Framework in the Nonprofit Environment, 2008 GWSCPA Not-for-Profit Symposium
- Living with the New Form 990: Major Changes and Implications for the Tax-Exempt Community, 2008 ASAE and the    Center for Association Leadership
- Creating an Ethical Framework to Manage Your Organization, 2008 Finance and Business Operations Symposium    (FBOS), ASAE & the Center for Association Leadership
- Overview of Deferred Compensation Plans in the Tax-Exempt Community, 2008 ASAE Key Industry Association    Committee (KIAC)
- What Tax-Exempt Organizations Need to Know About the New Form 990, Issue Briefing with Lois Lerner, Director,    IRS Exempt Organizations Division, 2007 ASAE & the Center for Association Leadership
- Emerging Financial Practices in the Aftermath of Sarbanes-Oxley: A Proactive Approach, 2006 Annual Meeting,    ASAE & the Center for Association Leadership, The Council of Engineering and Scientific Society Executives    (CESSE) Institute
- Internal Controls – Application of COSO’s 2006 Guidance to Nonprofit Organizations, 2006 Greater Washington    Society of CPAs, Not-for-Profit Symposium
- Internal Control for Nonprofit Organizations and Non-Public Companies, 2006 Virginia Society of CPAs, Accounting    and Auditing Conference

Publications and Articles

- Guide to the Newest IRS Form 990, published by the American Society of Association Executives (ASAE) & the    Center For Association Leadership
- Enron-Proof Oversight, Association Management Magazine
- Understanding Reserves and Investments, Association Management Magazine
- The Truth About Audits, Association Management Magazine
- Funding Your Future, Association Management Magazine

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Nonprofit Organization Mergers, Consolidations, and Other Combinations: Accounting and Legal Issues
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