Selling to State and Local Governments

(521 Ratings)

Produced on: August 21, 2014

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 60 minutes
Difficulty Beginner

Many companies do not realize that when they sell to state and local governments their sales efforts are covered by lobbying disclosure rules. In addition, common sales courtesies – like the business lunch – are subject to stringent gift and ethics rules. To add an additional layer of complexity, political contributions by the company, its board, company executives, and even the families of company executives are subject to pay-to-play laws in a number of jurisdictions. Pay-to-play laws can cause a company to lose a contract, and a personal campaign contribution by the spouse of an executive can cause a company to be barred from contracts for several years. This program, presented by Ronald Jacobs, co-chair of Venable’s Political Law Group, along with associate Alexandra Megaris, discusses the complexities of sales to state and local governments. 

 

Learning Objectives:

I.     Understand when sales activities trigger lobbying registration and reporting

II.    Recognize how gift rules differ for organizations that sell to governments

III.   Identify how pay-to-play laws apply to contributions by company employees

IV.   Learn how to create a compliance plan to pre-clear and track contributions by covered employees

V.    Summarize ways to harmonize government affairs and sales force lobbying tracking and reporting

 

 

Faculty

Ronald Jacobs

Venable LLP

Ronald Jacobs, a partner in Venable’s Washington D.C. office serves as chair of Venable’s Political Law Group. He advises clients on all aspects of state and federal political law, including campaign finance, lobbying disclosure, gift and ethics rules, pay-to-play laws, and tax implications of political activities. Mr. Jacobs assists clients with crises response to government investigations and enforcement actions, Congressional investigations, class-action law suits, and other high-profile problems that involve potentially damaging legal and public-relations matters. Along with Lawrence Norton, he co-edits the firm’s Political Law Briefing blog.

Mr. Jacobs understands the often-contradictory rules imposed by the different laws that apply to political activities. He offers practical advice that considers not only the legal requirements, but also the reputational risk, of political activity to a broad range of clients, including large and small companies, trade associations, charities, campaigns, Super PACs, ideological groups, individuals, and political vendors. He has developed political compliance programs for Fortune 500 companies and other clients that lobby and make political contributions nationwide.

In addition to counseling clients on political law matters, Mr. Jacobs has extensive experience in the administrative rulemaking process and in litigating challenges to agency decisions in federal court. He has represented clients in administrative matters before the Federal Election Commission, the Merit Systems Protection Board, the Federal Trade Commission, the United States Congress, and in federal court.

 

SIGNIFICANT MATTERS

Some of Mr. Jacobs’s significant matters have included:

  • Obtaining an advisory opinion from the Federal Election Commission to allow an association to launch a novel new online fundraising platform to support candidates.

  • Serving as general counsel to a successful 2014 candidate for the United States Senate.

  • Representing a Super PAC that supported a candidate in the 2012 presidential primary, creating one of the first Super PACs active in a Los Angeles mayor's race and one of the first Super PACs active in a local Maryland election, as well as representing Super PACs active in Congressional elections.

  • Creating a 501(c)(4) that engaged in issue advocacy and candidate activities connection with the 2012 presidential general election.

  • Obtaining approval from Senate Ethics Committee for major nationally-televised charitable event held during the Holiday Season in Washington.

  • Developing pay-to-play compliance policy and procedures for a large hedge fund that actively solicits state contributions and for a hospitality company that serves state and local governments.

  • Successfully defending a large, nationally-known trade association during a Congressional investigation into allegations of fraudulent grassroots lobbying activity.

  • Assisting a large social welfare organization with multiple Congressional investigations and several class action lawsuits.

  • Serving as outside pro bono counsel to Warrior Canine Connection, a charity that assists soldiers suffering from traumatic brain injury and post-traumatic stress disorder to train service dogs for physically wounded soldiers.

Alexandra Megaris

Venable LLP

Alexandra Megaris is an associate in Venable’s Regulatory Practice Group, where she focuses on compliance and government enforcement matters in a broad range of industries. Ms. Megaris assists clients with civil and criminal investigations before the United States Congress, the Consumer Financial Protection Bureau, the Federal Trade Commission, state Attorneys General offices, the U.S. Postal Service, and various other federal and state agencies.

 

Ms. Megaris advises clients on a variety of advertising, marketing, consumer protection, and general business issues, including compliance with the Consumer Financial Protection Act, FTC Act, Fair Debt Collection Practices Act, Fair Credit Reporting Act, Children’s Online Privacy Protection Act, Telephone Consumer Protection Act, and the FTC’s Telemarketing Sales Rule.  In addition to compliance with these laws and regulations, Ms. Megaris has defended clients in dozens of non-public government investigations and enforcement actions by federal and state enforcement agencies.

 

She also assists clients with ongoing compliance with all aspects of state and federal political law, including campaign finance, lobbying disclosure, gift and ethics rules, and pay-to-play laws.

 

Activities

  • Ms. Megaris has a dedicated pro bono practice. She recently won a provisional grant of asylum for a client fleeing Chinese persecution in Tibet. The three-year struggle included numerous logistical challenges and culminated with Ms. Megaris’s direct examination of the client.
  • While in law school, Ms. Megaris interned for the Honorable Loretta A. Preska of the United States District Court for the Southern District of New York and for the United States Attorney’s Office for the Eastern District of New York.

Bar Admissions

New York, New Jersey, District of Columbia

Court Admissions

U.S. Supreme Court

Education

J.D., Fordham University School of Law, 2008

B.A., University of Pennsylvania, 2005

Reviews

JC
Joseph C.

Very good instructors

EU
Eileen U.

Although not my field of practice I did find the topic interesting.

JM
Jodi M.

Very thorough and informative.

HJ
Harris J.

very clear explanation of a complex area of law

JG
Jonathan G.

Professional over view.

BC
bill c.

practical overview

MG
Mark S. G.

I think there should have been a discussion about how to handle an investigation should a violation of an applicable statute or regulation was violated. It's one thing to avoid a problem, and another how to assist a client who has blundered into a proble

TO
T. O.

Excellent presentation! THANK YOU!

RS
Robert S.

Clear and concise.

TF
Troy F.

This was a good, basic primer on issues to think about and related laws. Nicely done.

VB
Veronica B.

Well done!

KN
KAREN N.

interesting!

Load More

$59

$ 59 Election, Campaign, & Political Law In Stock

Accreditation

Get Unlimited Access to Lawline Courses

Unlimited CLE Subscription gives you access to take almost any course from our catalog and earn as much CLE credit as you need.