Merger of a New York CAA and Non-CAA

Working Better Together Case Studies

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Bylaws, Collaboration, Contracts, CSBG, Financial, Governance, Mergers, Sustainability

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Board of Directors, Executive Director, Finance Director

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2012

This case study is based on CAPLAW’s interview with Adrian Fassett, President/Chief Executive Officer of Economic Opportunity Council of Suffolk, Inc. (EOC) in Patchogue, New York, as well as a review of EOC’s website and its IRS Form 990.

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Related Resources:

Sample Confidentiality Agreement

Organizations that are possibly merging or sharing services may choose to enter into an agreement to protect any confidential information shared or exposed before and throughout the transaction. Organizations should review this sample confidentiality agreement thoughtfully...

Merger between an Arizona CAA and Non-CAA

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