Complimentary for Members

September 2, 2026

Live Webcast

NASBA 1
•
NYSED 1

Advocacy vs. Lobbying: A Practical Guide for Nonprofit Organizations and Their Advisors

September 2, 2026
Live Webcast
NASBA 1
•
NYSED 1

Advocacy vs. Lobbying: A Practical Guide for Nonprofit Organizations and Their Advisors

  • Instructor

    Jeffrey
    Klein

This session will help nonprofits navigate between advocacy and lobbying. Participants will gain a practical understanding of what activities are permissible, identifying potential compliance and reporting requirements, and establishing appropriate internal policies and controls.

Learning Objectives

  • Distinguish between advocacy and lobbying activities and understand the rules governing each within the nonprofit sector.
  • Identify potential compliance, reporting, and governance considerations associated with advocacy and lobbying efforts.
  • Develop practical approaches for implementing policies, procedures, and internal controls to help nonprofit organizations engage in advocacy activities while maintaining compliance.

Major Topics

  • Distinction between advocacy and lobbying in the nonprofit sector.
  • Key compliance, reporting, and governance considerations.
  • Policies, procedures, and internal controls for nonprofit advocacy activities.

CPE Credits Available

NASBA 1
NYSED 1
1
Specialized Knowledge (NASBA) - NASBA
1
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

CPAs, auditors, tax professionals, consultants, CFOs, controllers, executive directors, board members, and other nonprofit advisors who work with or support nonprofit organizations and want a better understanding of advocacy vs lobbying.

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