Governance Webinar – Rescheduled for March 22, 2012

“The Essential Documents for Any Exempt Organization”

March 22, 2012 11:00 AM-12:00 PM (Pacific Time)

Webinar – Group Internet Based 


Due to wide-spread failure of GoToWebinar’s phone systems, the governance webinar that was previously scheduled for March 20, 2012 will be re-scheduled to March 22, 2012.  We apologize for the inconvenience that these technical difficulties may have caused you.  Hopefully, you can participate at the updated time!


Webinar Objectives

This webinar will address each of the essential documents (legal, internal and otherwise) which any exempt organization should take heed of. The significance of these essential documents will be addressed along with a discussion regarding the consequences of not possessing certain of the essential documents.

This webinar will be focused upon providing the exempt organization practitioner and exempt organization executive with guidance and valuable resources and tools to best ensure that they possess the requisite knowledge regarding an exempt organization’s essential legal and internal documents.

The following resources are included with each complimentary webinar registration:

  • PowerPoint presentation
  • Examples of Certain Essential Documents
  • IRS Governance Check Sheet
Click Here to Download the Materials for the Webinar


Stated Learning Objectives

  • Learn about the most important documents for an exempt organization to possess
  • Gain a better understanding regarding the public disclosure rules contained in the Internal Revenue Code and the IRS Regulations
  • Receive practical guidance regarding the essential provisions to be contained in some of the documents
  • Learn about which internal policies and procedures should be implemented by an exempt organization


  • Knowledge:   Basic
  • Prerequisites:    None
  • Advanced Preparation Required:   None

 Registration Instructions

  • If the above link does not work, please  complete the following:
    • Visit
    • Click the “Join Meeting” button at the top of the page
    •  Enter meeting number 651456103.
    • Complete all required information in the registration form
    • We will send you an email with the webinar information before the scheduled session. This email will contain a link to the webinar as well as a call in number for the webinar session.  Audio will be enabled via teleconference only.
  • Audio Participation in the webinar will be via teleconference. Your phone code and PIN number will be unique to each participant.  Please do not share this code or you may not be able to listen to the session.
  • Cost: Complimentary
  • Please note – we will not be issuing CPE for this initial course but will be issuing CPE for future webinars.

YH EO Webinar Flyer – March 2012


Refunds Policy
All cancellations must be received 48 hours in advance to receive a full refund.  After that time the full fee will be forfeited but registrants can still receive the presentation materials upon request.  We allow substitution of participants at any time.  For any questions regarding our refund policy, please contact Lauren Haverlock at 310-982-2804 or
Program Cancellation Policy
In cases where YH Advisors must cancel a course, each registered participant will be notified at least 24 hours prior to the class via email. A full refund or credit toward a future class will be provided.  For any questions regarding refunds or cancellations, please contact Lauren Haverlock at 310-982-2804 or
Complaint Resolution
All complaints will be carefully reviewed and responded to for prompt resolution.  For any questions or complaints, please contact Lauren Haverlock at 310-982-2804 or