2022-10-31T13:50:10-05:00 2021-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2021-01-01 135562321 PRACTISING LAW INSTITUTE PRAC 2128245700 1177 AVENUE OF THE AMERICAS NEW YORK NY 10036 SHARON L CRANE PRESIDENT 2128245709 2022-10-27 1 SHARON CRANE XXX-XX-XXXX DANIEL ROMANO P00504182 2125990100 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SHARON L CRANE 1177 AVENUE OF THE AMERICAS NEW YORK NY 10036 131328360 0 X WWW.PLI.EDU X 1933 NY PRACTISING LAW INSTITUTE (THE "INSTITUTE") PROVIDES THE LEGAL COMMUNITY WITH CONTINUING PROFESSIONAL EDUCATION THROUGH LECTURE PROGRAMS, PUBLICATIONS AND EDUCATIONAL SOFTWARE. 21 21 324 4288 0 0 25000 4795 90056340 93828918 5998108 13570549 1623975 1769222 97703423 109173484 26306520 25002053 0 0 41418356 42837272 0 0 0 23363605 26449282 91088481 94288607 6614942 14884877 151296767 169437578 76377403 77628986 74919364 91808592 X PRACTISING LAW INSTITUTE IS A NONPROFIT LEARNING ORGANIZATION DEDICATED TO KEEPING ATTORNEYS AND OTHER PROFESSIONALS AT THE FOREFRONT OF KNOWLEDGE AND EXPERTISE, AS WELL AS PREPARING THEM TO FULFILL THEIR PRO BONO RESPONSIBILITIES. (SEE SCHEDULE O) 0 0 73616514 25002053 87271372 PROGRAMS: IN 2021, THE INSTITUTE PROVIDED LIVE SEMINARS, LIVE WEBCASTS, ON-DEMAND SEMINARS, AND AUDIO AND VIDEO DOWNLOADS. APPROXIMATELY 807,936 CLE AND CPE CERTIFICATES WERE PROCESSED FOR THESE PROGRAMS. 13434770 0 8326768 PUBLISHING SERVICES SUPPLEMENT THE SEMINARS OFFERED BY THE INSTITUTE TO PROVIDE THE MOST UP-TO-DATE, RELEVANT INFORMATION AND RESOURCE MATERIALS. ANNUALLY THE INSTITUTE PROVIDES COURSE HANDBOOKS, TREATISES, AND SUPPLEMENTS WHICH ARE IMPORTANT IN PROVIDING LEGAL COMMUNITY AND ALLIED PROFESSIONALS WITH THE TOOLS TO STAY ABREAST OF NEW LEGAL DEVELOPMENTS. IN 2021, THERE WERE 265 COURSE HANDBOOKS, 35 TREATISES AND ANSWER BOOKS, AND 87 TREATISES SUPPLEMENTS RELEASES ISSUED. 139 TREATISES WERE AVAILABLE FOR DOWNLOAD ON THE KINDLE DIGITAL READER. OTHER REVENUE INCLUDES PLI PLUS (AN ONLINE DATABASE). 87051284 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 286 0 1 324 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X X EMILIA SIMA 2125908835 1177 AVENUE OF THE AMERICAS NY NY 10036 X DEVEREUX CHATILLON TRUSTEE THRU 4/21; CHAIR AS OF 4/21 1.00 0.00 X X 0 0 0 ANGELA MAZZARELLI CHAIR OF THE BOARD (THRU 04/21) 1.00 0.00 X X 0 0 0 CAROL ANNE BEEN BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 ELLEN M COSGROVE BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 ADRIAN DOLLARD BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 PIERRE GENTIN BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 DAWSON HORN BOARD OF TRUSTEES (AS OF 4/21) 1.00 0.00 X 0 0 0 HON WILLIAM F KUNTZ II BOARD OF TRUSTEES (THRU 4/21) 1.00 0.00 X 0 0 0 MEI LIN KWAN-GETT BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 CARMEN J LAWRENCE BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 HON MARC MARMARO BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 TROY A MCKENZIE BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 TIFFANY MOLLER BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 LYNN NEUNER BOARD OF TRUSTEES (AS OF 4/21) 1.00 0.00 X 0 0 0 DIANNE RENWICK BOARD OF TRUSTEES (AS OF 4/21) 1.00 0.00 X 0 0 0 TAMMY ROY BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 FREDERICK P SCHAFFER BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 SAMUEL SEYMOUR BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 JOHN S SIFFERT BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 HON ELIZABETH S STONG BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 GREGORY C SWINEHART BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 JOHN W WHITE BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 PHILIP BRYCE BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 CRAIG A MILLER SR VP, MEMBERSHIP & ACCREDITATION 40.00 0.00 X 516306 0 56416 CHRISTOPHER ROUSSEAU CHIEF INFORMATION OFFICER 40.00 0.00 X 422403 0 75237 DAVID M SMITH VP MARKETING & COMMUNICATIONS 40.00 0.00 X 328586 0 73712 ALAN G COHEN CHIEF BUS. 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GAIN FROM INSURANCE CLAIM - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 1,000,000. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 106466 0 16423767 6772471 9651296 14753953 12628629 2125324 33430432 26247778 7182654 18959274 ALTERNATIVE MUTUAL FUNDS 53398250 F HEDGE FUNDS 11392967 F 64791217 ACCRUED POST-RETIREMENT BENEFITS 17601000 DEFERRED RENT PAYABLE 8836254 26437254 X 84727186 12390 -25002053 -24989663 109716849 649581 -1192946 -543365 109173484 69829919 1192946 1192946 68636973 649581 25002053 25651634 94288607 PART III, LINE 4: THE ARTWORK HELD BY PLI CONSISTS OF PORTRAITS OF THE FOUNDER AND FORMER BOARD MEMBERS OF PLI. THE PORTRAITS WERE PREVIOUSLY DISPLAYED IN PLI CONFERENCE ROOMS BUT ARE IN STORAGE CURRENTLY. PART X, LINE 2: THE INSTITUTE FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS ""MORE-LIKELY-THAN-NOT"" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. PLI HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE INSTITUTE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED FROM REVENUE -25,002,053. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,192,946. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,192,946. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS NETTED FROM REVENUE 25,002,053. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 11955502 0 0 0 0 0 0 11955502 0 11955502 0 0 1 0 0 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART IV THE INSTITUTE HOLDS INVESTMENTS IN VARIOUS HEDGE FUNDS THAT ARE INCORPORATED IN FOREIGN JURISDICTIONS AND VARIOUS UNITED STATES LIMITED PARTNERSHIPS THAT MAY MAKE INVESTMENTS IN FOREIGN CORPORATIONS. WHILE THE INSTITUTE DOES HAVE AN OWNERSHIP INTEREST IN A FOREIGN CORPORATION AND IS, THEREFORE, REQUIRED TO MARK QUESTION 3 YES, ITS OWNERSHIP PERCENTAGE DOES NOT REACH THE THRESHOLD REQUIRED TO FILE A FORM 5471. TO THE EXTENT THE INSTITUTE IS REQUIRED TO FILE ANY OF THE FORMS LISTED IN PART IV, THEY WILL BE ATTACHED TO A FORM 990-T FILING. 1 COURSE/PROGRAM SCHOLARSHIPS 16526 25002053 FMV PLI PRODUCTS SCHEDULE I, PART I, LINE 2 THE SCHOLARSHIPS ARE MONITORED BY MEMBERS OF THE PRO BONO DEPARTMENT. APPLICATIONS ARE SUBMITTED NO LATER THAN 4 WEEKS PRIOR TO THE START OF THE SERVICE. APPLICATIONS ARE AWARDED BASED ON THE CRITERIA ESTABLISHED BY THE COMMITTEE. NOTIFICATIONS OF SCHOLARSHIPS ARE FORWARDED TO THE APPLICANT PRIOR TO THE START OF THE SERVICE. 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OFFICER 338836 0 10000 0 0 0 30900 0 4950 0 384686 0 0 0 JOAN D STERNBERG SENIOR VP HR 294353 0 10000 0 0 0 29919 0 20839 0 355111 0 0 0 KARA O'BRIEN VP PROGRAM 267174 0 10000 0 0 0 28616 0 39568 0 345358 0 0 0 SYLVIA ABADIER DIRECTOR, MEMBERSHIP SALES 132471 0 144337 0 0 0 28080 0 39001 0 343889 0 0 0 JANET SIEGEL DIRECTOR, PROBONO SERVICES 250241 0 0 0 0 0 24112 0 23442 0 297795 0 0 0 MARK D DIGHTON DIRECTOR OF PATENT OFFICE 240793 0 0 0 0 0 23850 0 16173 0 280816 0 0 0 EMILIA SIMA VP ACCOUNTING (AS OF 4/21) 232357 0 10000 0 0 0 24293 0 13953 0 280603 0 0 0 SHARON CRANE PRESIDENT (AS OF 6/21) 217558 0 0 0 0 0 0 0 291 0 217849 0 0 0 FRANK DEVIVO CHIEF FINANCIAL OFFICER (THRU 02/21) 136053 0 0 0 48344 0 11613 0 6384 0 202394 0 48344 0 PART I, LINE 4B SUPPLEMENTATION NONQUALIFIED RETIREMENT PLANS THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) PLAN AND RECEIVED A PAYOUT IN 2021. DAVID SMITH: $4,955 CRAIG MILLER: $18,949 CHRISTOPHER ROUSSEAU: $35,239 FRANK DEVIVO: 48,344 JOAN STERNBERG AND ALAN COHEN ALSO PARTICIPATED IN THE 457(F) PLAN BUT DID NOT RECEIVE A PAYOUT IN 2021. PART I, LINE 5 COMPENSATION CONTINGENT ON REVENUE THE PRACTISING LAW INSTITUTE PAID ADDITIONAL COMPENSATION TO THE FOLLOWING INDIVIDUALS REPORTED ON SCHEDULE J: JAMES SCAFIDI AND SYLVIA ABADIER. THESE ADDITIONAL COMPENSATION AMOUNTS WERE GRANTED BASED ON THE INDIVIDUAL MEETING CERTAIN SALES TARGETS AND PERFORMANCE OBJECTIVES. PART I, LINE 7 NON-FIXED PAYMENTS THE PRACTISING LAW INSTITUTE PAID ADDITIONAL COMPENSATION TO JAMES SCAFIDI AND SYLVIA ABADIER. THESE PAYMENTS WERE GRANTED ON SALES TARGETS AND OBJECTIVE PERFORMANCE-BASED METRICS APPROVED BY THE BOARD OF TRUSTEES AND MEMORIALIZED IN THE BOARD MINUTES. NONE OF THESE INDIVIDUALS HAD ANY INPUT INTO THE PAYMENTS THAT WERE AWARDED. FORM 990, PART I, LINE 6 VOLUNTEER VOLUNTEER INSTRUCTIONAL SERVICES ARE PROVIDED BY ATTORNEYS AND OTHERS IN THE LEGAL PROFESSION. THE VALUE OF THE VOLUNTEER SERVICES HAS NOT BEEN REFLECTED IN THE FINANCIAL STATEMENTS AS THE NATURE OF THESE SERVICES DOES NOT MEET THE CRITERIA FOR RECOGNITION OF CONTRIBUTED SERVICES UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION (CONTINUED) THE INSTITUTE IS CHARTERED BY THE REGENTS OF THE UNIVERSITY OF THE STATE OF NEW YORK, AND WAS FOUNDED IN 1933 BY HAROLD P. SELIGSON. THE INSTITUTE PROVIDES THE HIGHEST QUALITY, ACCREDITED, CONTINUING LEGAL AND PROFESSIONAL EDUCATION PROGRAMS IN A VARIETY OF FORMATS WHICH ARE DELIVERED BY 4,288 VOLUNTEER FACULTY INCLUDING PROMINENT LAWYERS, JUDGES, INVESTMENT BANKERS, ACCOUNTANTS, CORPORATE COUNSEL, AND U.S. AND INTERNATIONAL GOVERNMENT REGULATORS. THE INSTITUTE PUBLISHES A COMPREHENSIVE LIBRARY OF TREATISES, COURSE HANDBOOKS AND ANSWER BOOKS THAT ARE ALSO AVAILABLE THROUGH THE PLI PLUS ONLINE PLATFORM. A SIGNIFICANT PART OF THE INSTITUTE'S MISSION IS A COMMITMENT TO THE PRO BONO COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW PROCESS THE PRACTISING LAW INSTITUTE'S FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE BOARD OF TRUSTEES AFTER REVIEW BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT EACH TRUSTEE OF THE PRACTISING LAW INSTITUTE IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF EMPLOYMENT, BOARD SERVICE, OR POSITION WITH THE ORGANIZATION. PRACTISING LAW INSTITUTE MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION PRACTISING LAW INSTITUTE UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS MANAGEMENT AND ALL OF THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS REASONABLE GIVEN THE MARKET IN WHICH IT OPERATES. IN RELEVANT PART, THE BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION COMMITTEE OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTERESTS IN THE PROPOSED COMPENSATION AGREEMENT. THE COMPENSATION COMMITTEE UTILIZED BENCHMARK DATA, SURVEYS, AND OTHER REPORTS TO DERIVE THE PRESIDENT'S SALARY. THE PRESIDENT HAS NO DECISION-MAKING AUTHORITY WITH RESPECT TO HER OWN COMPENSATION ARRANGEMENT. THE BOARD OF TRUSTEES, BASED ON THE RECOMMENDATIONS FROM THE INSTITUTE'S COMPENSATION COMMITTEE, WHO REVIEWS COMPARABILITY DATA AND COMPENSATION INFORMATION FROM THE PRESIDENT, WILL APPROVE ANNUAL RAISES FOR ALL OFFICERS AND KEY EMPLOYEES IN ADDITION TO A RANGE OF SALARY INCREASES FOR ALL OTHER EMPLOYEES. EMPLOYEES ARE ELIGIBLE FOR MERIT INCREASES BASED ON PERFORMANCE EVALUATIONS, WHICH ARE SUMMARIZED FOR AND REVIEWED BY THE INSTITUTE'S PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS TO THE PUBLIC THE INSTITUTE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE INSTITUTE'S FINANCIAL STATEMENTS ARE AVAILABLE ON THEIR WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, HOWEVER, IF REQUESTED, THEY WILL BE PROVIDED AT THE INSTITUTE'S DISCRETION. FORM 990, PART VII SHARON CRANE WAS APPROVED AS PRESIDENT BY THE BOARD IN JUNE 2021 AND BEGAN HER EMPLOYMENT ON AUGUST 16, 2021. FORM 990, PART IX, LINE 24B DURING THE YEAR ENDED DECEMBER 31, 2021 THE INSTITUTE DETERMINED THAT THE DECLINE IN SECI REVENUES RESULTING FROM THE COVID-19 PANDEMIC TO BE A TRIGGERING EVENT AND AS SUCH PERFORMED AN IMPAIRMENT ANALYSIS OF ITS INTANGIBLES AND GOODWILL. AS A RESULT, THE INSTITUTE DETERMINED THE CARRYING VALUE OF ITS TRADEMARK EXCEEDED THE FAIR VALUE BY $410,000 AND ACCORDINGLY RECORDED AN IMPAIRMENT CHARGE AS OF DECEMBER 31, 2021. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: PENSION RELATED ADJUSTMENT OTHER THAN NET PERIODIC PENSION EXPENSE 1,991,961 COVID-19 PANDEMIC IMPLICATIONS IN MARCH OF 2020, THE WORLD HEALTH ORGANIZATION OFFICIALLY DECLARED COVID-19, A DISEASE CAUSED BY THE NOVEL CORONAVIRUS, A PANDEMIC. THIS CAUSED MANY LOCAL AND NATIONAL GOVERNMENTS, INCLUDING NEW YORK STATE AND THE STATE OF CALIFORNIA, TO IMPOSE RESTRICTIONS ON BUSINESS OPERATIONS, TRAVEL AND TIME SPENT OUTSIDE THE HOME. THE OUTBREAK HAS ADVERSELY IMPACTED THE LEVEL OF ECONOMIC ACTIVITY AROUND THE WORLD AND DISRUPTED NORMAL BUSINESS ACTIVITY IN EVERY SECTOR OF THE ECONOMY. THE FULL IMPACT OF THE COVID-19 OUTBREAK CONTINUES TO EVOLVE AS OF THE DATE OF THIS REPORT. EXTERNAL FACTORS, INCLUDING THE DURATION AND INTENSITY OF THE PANDEMIC, THE SHAPE OF THE ECONOMIC RECOVERY ACROSS THE GLOBE, AS WELL AS TIMING AND WIDESPREAD ADOPTION OF VACCINES, WILL ALL HAVE AN IMPACT ON THE INSTITUTE'S OPERATING RESULTS. DUE TO THE MANY UNCERTAINTIES ASSOCIATED WITH THE PANDEMIC, MANAGEMENT IS UNABLE TO DETERMINE THE FULL MAGNITUDE IT MAY HAVE ON THE INSTITUTE'S FINANCIAL CONDITION, LIQUIDITY AND FUTURE RESULTS, OR THE IMPLICATIONS ON PROGRAMS AND THE CUSTOMER EXPERIENCE. AS A RESULT OF THE PANDEMIC, THE INSTITUTE KEPT ITS OFFICE LOCATIONS AND CONFERENCE CENTERS CLOSED FOR MOST OF 2021 AND OPERATED IN A REMOTE, ONLINE ENVIRONMENT. A ROBUST REMOTE LEARNING PLAN WAS ADOPTED AND IMPLEMENTED FOR THE INSTITUTE'S CUSTOMERS. IN KEEPING WITH BEST PRACTICES AND CORE PRINCIPLES, PROGRAM PARTICIPANTS RECEIVED INSTRUCTION TO SUPPORT A LEARNING EXPERIENCE THAT WAS POSITIVE AND PRODUCTIVE. TO MITIGATE THE IMPACT OF THE VIRUS, THE INSTITUTE HAS CONTINUED ITS PRACTICES OF ENHANCED SOCIAL DISTANCING, USE OF PERSONAL PROTECTIVE EQUIPMENT, AND A COMBINATION OF REMOTE AND IN-PERSON PROGRAMS IN 2021 AND INTO 2022. THE INSTITUTE CONTINUED TO PROIVDE REMOTE INSTRUCTION IN 2022 AND IN MARCH GRADUALLY INCREASED THE NUMBER OF IN-PERSON INSTRUCTIONAL DAYS WITH FACULTY AND PARTICIPANTS PRESENT IN OUR CONFERENCE CENTERS.