February 27, 2023, 12-2 PM ET

Navigating the World of Affiliated Entities

Affiliated entities are part of the fabric of college and university operations.  Whether we are talking about alumni foundations, athletic boosters, or real estate partnerships, colleges and universities often create affiliates to advance institutional mission while reducing risk exposure, managing financing or tax issues, and reducing operational barriers that might otherwise inhibit institutional goals.  Of course, counsel must devote a great deal of thought to structuring these affiliates and managing the associated legal and practical challenges.  Join us for a 2-hour webinar in which two expert NACUA member attorneys will discuss: 

  • Reasons for creating affiliated entities; 
  • Considerations in structuring affiliated entities, including special governance considerations; 
  • Examples of where and how affiliates are used; 
  • Legal and operational challenges and risks;  
  • Unique issues related to joint ventures, research affiliates, and traditional foundations;
  • And more. 

Who Should Attend? 

This webinar will be of particular interest to counsel who advise on business and transactional issues, University business officers, and NACUA members employed by institutional affiliates. 

Program Schedule

12:00 P.M. ET

I. Introductions

II. Why form an affiliated entity?

III. Structuring an Affiliated Entity

IV. How do colleges and universities use affiliated entities?

V. Challenges and Risks 

VI. Q&A 

VII. Finance Corporation Issues

VIII. Research Foundation Issues 

IX. Traditional Foundation Issues 

X. Real World Examples

XI. Q&A

2:00 P.M. ET

XII. Conclusion

Speakers

Scott Cole

Scott ColeScott Cole is a Shareholder at GrayRobinson and Chair of the Firm’s Higher Education Practice. He has a unique and intimate understanding of the opportunities, challenges, and constraints facing higher education today, having served as general counsel for the University of Central Florida and associate general counsel for the University of Florida. Scott provides legal counsel and...

Tanesha Steward

Tanesha StewardTanesha Steward is Assistant Chief Counsel and Director of the Georgia Institute of Technology’s Affiliated Organizations where she provides management and oversight of the Affiliated Organizations; created to advance Georgia Tech’s strategic goals and priorities. In this role, Tanesha counsels and offers strategic guidance on...

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