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30^th Annual

Nonprofit Organizations Institute

Austin Jan 16, 17-18, 2013 Four Seasons Hotel
optional Wed Evening session
Conference Concluded

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Overview

Don't miss the 2013 Nonprofit Organizations Institute—leading national experts from private foundations, law, finance and government discuss the latest tax, legislative and governance issues affecting private foundations and nonprofit organizations.

The 2013 program features practical sessions on investment risk and return, program-related investments and strategic tax planning for private foundations; collaboration with for-profits, cause-related marketing, surviving a PR crisis and compensation strategies for nonprofits; Lois Lerner, Director of Exempt Organizations Division for the IRS; Bruce Hopkins on the latest tax, regulatory and legislative developments; critical board policies, attracting and retaining donors, donor advised funds, and much more.

Don't miss two days of robust presentations and great networking opportunities at the Four Seasons Austin—a perfect downtown location in the heart of the music, restaurant and entertainment districts.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Wednesday Afternoon, Jan. 16, 2013
Presiding Officer:
Richard W. Meyer, Texas Association of Nonprofit Organizations - Austin, TX
OPTIONAL SESSIONS
2:30 pm

Registration Opens
3:00 pm

0.75 hr

A Basic Framework of the Nonprofit Sector

An overview of common issues facing private foundations and public charities, as well as non-exempt entities.

Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
3:45 pm

0.75 hr
0.25 hr ethics

Fiduciary Duties: Nuts and Bolts

Discussion of the duties governing directors and officers of charitable organizations and what charity managers should do to ensure that they comply with the fiduciary standards by which their conduct is evaluated.

Johnny Rex Buckles, University of Houston Law Center - Houston, TX
4:30 pm

0.75 hr

Taxes—It's Not Just Federal Income Tax

Application of franchise tax, sales tax, local property taxes, excise taxes and payments in lieu of taxes to nonprofit organizations.

T. Chuck Campbell, Baker Botts - Houston, TX
5:15 pm

Break
Private Foundation Primer Track
5:30 pm

1.00 hr

Private Foundation Primer

An examination of the life cycle of a private foundation from formation, through maintenance and growth, and to termination. The session covers the basics of the private foundation excise taxes from Internal Revenue Code Sections 4940 through 4945 and identifies ways to avoid common mistakes and ethical quagmires encountered by private foundations and private foundation managers.

Amanda Michelle Adams, Blazek & Vetterling - Houston, TX
Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
6:30 pm

0.00 hr ethics

Adjourn
Public Charity Primer Track
5:30 pm

1.00 hr

Public Charity Primer

An overview of the tax-exemption requirements affecting public charities, including public charity classifications, unrelated business income, private inurement and private benefit concepts, excess benefit transactions, limitations on lobbying and political campaign activities, and key filing and disclosure requirements.

Tyree Collier, Thompson & Knight LLP - Dallas, TX
6:30 pm

0.00 hr ethics

Adjourn

Time

Credit

Subject

Speaker
Thursday Morning, Jan. 17, 2013
Presiding Officer:
David M. Rosenberg, Thompson & Knight, LLP - Dallas, TX
7:45 am

Registration Opens

Includes continental breakfast.
8:35 am

Welcoming Remarks
8:45 am

1.00 hr

View from the IRS

Coverage of the key issues facing the IRS Exempt Organizations Division including the Work Plan. The Exempt Organization Work Plan highlights accomplishments in the prior year and provides the Division's priorities in the year to come. Hear about the many elements that make up a project and get a better sense of which elements the IRS will be taking on within a particular fiscal year.

Lois G. Lerner, Internal Revenue Service - Washington, DC
9:45 am

0.75 hr
0.25 hr ethics

Critical Board Policies

Boards bear fiduciary responsibility for a nonprofit organization's policy process. Learn the critical policies needed to address legal, ethical and mission-critical responsibilities of a nonprofit organization board.

Shelley C. Koltnow, The University of Texas Southwestern Medical Center - Dallas, TX
10:30 am

Break
10:45 am

0.50 hr

The Meteoric Rise of Donor Advised Funds

Donor Advised Funds are the fastest growing charitable giving platform in the United States and have been for the last several years, largely due to the ease and flexibility such funds offer to donors. This session includes a concise overview of the most salient features of such funds, as well as a discussion of their limitations. The speaker presents three case studies to explore real-world uses in the context of unique family or financial circumstances.

Stephen D. Maislin, Greater Houston Community Foundation - Houston, TX
11:15 am

0.75 hr

Donor Care Kit

This session focuses on what nonprofits should do to attract and retain donors, distinguish their grant application from others', and help donors meet the IRS rules for claiming a charitable deduction. It also discusses the part of the Form 990 that private foundations examine most when determining whether to award a grant. The panelists offer perspectives from each side of the donor equation.

Moderator:
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
Panelists:
Emelda Douglas, Neighborhood Centers, Inc. - Bellaire, TX
Panelists:
David L. Nelson, Attorney at Law - Houston, TX
12:00 pm

Pick Up Lunch

Included in conference registration fee.
Thursday Afternoon, Jan. 17, 2013
LUNCHEON PRESENTATION

Thank You to Our Luncheon Sponsor

Thompson & Knight LLP
12:15 pm

0.75 hr

Legislative Update

The elections in November set the stage for what could be among the most important legislative sessions in the history of the nation. Find out what issues are on the table for the non-profit sector and what is likely to happen as the 113th Congress convenes in early January. Topics reflect the issues that are most likely to emerge and may include the future of charitable giving; estate, income and gift tax reform; the role of nonprofits in the election process; and implications from changes in government funding for nonprofits.

Andrew Schulz, Foundation Source - Washington, DC
1:00 pm

Break
Private Foundation Track
Presiding Officer:
Carol Yonack, Foundation Source - Dallas, TX
1:15 pm

0.75 hr

International Grantmaking and Charitable Investments

Issues and trends in a risk-based approach to charitable investments and grants in an international environment.

Lori A. McLaughlin, KPMG LLP - Greenville, SC
2:00 pm

1.00 hr

Investment Return and Impact

Review of the global economic environment and the impact on capital markets. This session discusses specific investment strategy ideas for 2013.

Ronald Florance, Wells Fargo Bank - Scottsdale, AZ
3:00 pm

0.00 hr ethics

Break
3:15 pm

0.50 hr

All-Weather Spending Policies

A discussion of spending policies and how a well-designed policy can help an organization weather bad (and good) economic times.

Sheryl L. Johns, Houston Endowment Inc. - Houston, TX
Tina Lundy Melo, Fizer Beck Webster Bentley & Scroggins - Houston, TX
3:45 pm

0.75 hr

Program-Related Investments and New Regulations

A practical approach to understanding and working with Program-Related Investments.

Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
4:30 pm

1.00 hr

Strategic Tax Private Foundation Planning

This session includes ideas for helping private foundation creators achieve best results and enhance their deductions; using a Section 507(b) termination to bring family harmony; achieving an average 1½% tax rate; valuing assets for Minimum Investment Return (MIR) calculations; applying flexible rules for individual grants; planning direct charitable programs; identifying advocacy versus lobbying; teaching private foundation disqualified persons (DPs) the sanctions rules; documenting potential self-dealing transactions (DP expense reimbursements or compensation); avoiding sanctions with good documentation for permissible self-dealing and Expenditure Responsibility (ER) grants; doing effective year-end planning and more using checklists.

Jody Blazek, Blazek & Vetterling - Houston, TX
5:30 pm

0.00 hr ethics

ADJOURN TO SPONSORED RECEPTION

Thank You to Our Reception Sponsor

Frost Wealth Advisors
Public Charity Track
Presiding Officer:
Michaela J. Cromar, Sanford, Baumeister & Frazier, PLLC - Fort Worth, TX
1:15 pm

0.75 hr

Cause-Related Marketing

From pink ribbons to polar bears, cause-related marketing has exploded into a billion dollar a year industry. Cause-related marketing alliances between for-profit companies and charitable organizations are increasingly common and appear to be a "win-win" situation for everyone involved. However, charitable organizations need to be mindful of potential business, legal and tax-related risks of cause-related marketing alliances. This session examines best practices for cause-related marketing alliances and potential unrelated business income tax (UBIT) and private benefit concerns involving cause-related marketing activities.

Terri Lynn Connolly Helge, Texas Wesleyan University School of Law - Fort Worth, TX
2:00 pm

1.00 hr

Doing More with Less: Public/Private Collaboration as a Key Nonprofit Trend

In today's economy, nonprofits have been innovative at serving client and community needs by partnering with government and for-profit businesses to advance their cause. Learn what works and what is legal through this workshop by an MBA and a JD.

Tyree Collier, Thompson & Knight LLP - Dallas, TX
Suzanne N. Smith, Social Impact Architects - Dallas, TX
3:00 pm

0.00 hr ethics

Break
3:15 pm

0.50 hr

Endowments

This presentation addresses the legal aspects of establishing an endowment foundation, both under federal tax laws and state laws regarding asset protection.

Jeffrey Thomas McClean, Fizer Beck Webster Bentley & Scroggins - Houston, TX
3:45 pm

0.75 hr

Compensation for Public Charities: Strategies and Compliance

A focus on compensation strategies for tax-exempt organizations, including particular strategies that minimize compliance and reporting risks.

R. Todd Greenwalt, Bracewell & Giuliani LLP - Houston, TX
4:30 pm

1.00 hr
0.25 hr ethics

When Things Go South: The Collision of Law and PR

High-profile clients mean high-profile crises. Lessons from the headlines on how to plan for crisis and survive it. This session examines Boy Scouts and Komen for the Cure and their recent experiences.

Frank Sommerville, Weycer, Kaplan, Pulaski & Zuber, P.C. - Arlington, TX
5:30 pm

0.00 hr ethics

ADJOURN TO SPONSORED RECEPTION

Thank You to Our Reception Sponsor

Frost Wealth Advisors

Time

Credit

Subject

Speaker
Friday Morning, Jan. 18, 2013
Presiding Officer:
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
7:45 am

Conference Room Opens

Includes continental breakfast.
BREAKFAST KEYNOTE PRESENTATION

Thank You to Our Breakfast Keynote Sponsor

J.P. Morgan
8:30 am

1.50 hrs

Exempt Organizations Update

A review of current developments, including legislation, regulations, IRS rulings and court opinions with emphasis on these aspects of the law: qualification for exemption, public charity rules, IRS audit and compliance check activity, governance developments, unrelated business, joint ventures, private inurement and private benefit, intermediate sanctions, legislative and political activity, supporting organizations, donor-advised funds, endowments, private foundations, and planned and other charitable giving.

Bruce R. Hopkins, Polsinelli Shughart PC - Kansas City, MO
10:00 am

0.75 hr

Regulation of Charitable Organizations: A Chat with the Attorney General's Office

AG concerns and recommendations—Questions asked and answered in a conversation between practitioner and regulator.

Michael V. Bourland, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Susan K. Staricka, Office of the Attorney General - Austin, TX
10:45 am

Break
11:00 am

1.00 hr
0.25 hr ethics

Internal Warfare: Addressing and Resolving Board Discord

An examination of reasons for board discord, the responsibilities and duties of board members in these circumstances and ways to resolve conflict.

Moderator:
David M. Rosenberg, Thompson & Knight, LLP - Dallas, TX
Panelists:
William H. Caudill, Fulbright & Jaworski L.L.P. - Houston, TX
Panelists:
Cory Dale Halliburton, Weycer Kaplan Pulaski & Zuber - Arlington, TX
12:00 pm

0.50 hr

Affordable Care Act

Learn the implications of the Supreme Court's recent ruling on the 2010 health care law, the Affordable Care Act (ACA). This session addresses issues that organizations should consider in light of the Court's ruling and reviews the changes that are targeted for 2013 and 2014 as the ACA is phased in.

Joyce Hellums, Ernst & Young LLP - Austin, TX
12:30 pm

0.75 hr
0.25 hr ethics

Hot Topics in Employment Law, Including Technology in the Workplace

This session explores the next generation of legal issues being created by modern technology in the workplace. From privacy concerns created by enhanced monitoring capabilities to FLSA issues created by mobile workers, and from the application of the Stored Communications Act to employee email and social media usage to the evolving scope of employer liability for remote-employee safety and third-party injuries, this session provides a look at the latest cases and trends and provides practical considerations for corporate professionals and employees alike.

Jason Boulette, Boulette & Golden L.L.P. - Austin, TX
1:15 pm

Adjourn

Download Schedule

Conference Faculty

Amanda Michelle Adams

Blazek & Vetterling
Houston, TX

Jody Blazek

Blazek & Vetterling
Houston, TX

Jason Boulette

Boulette & Golden L.L.P.
Austin, TX

Michael V. Bourland

Bourland, Wall & Wenzel, P.C.
Fort Worth, TX

Johnny Rex Buckles

University of Houston Law Center
Houston, TX

T. Chuck Campbell

Baker Botts
Houston, TX

William H. Caudill

Fulbright & Jaworski L.L.P.
Houston, TX

Tyree Collier

Thompson & Knight LLP
Dallas, TX

Emelda Douglas

Neighborhood Centers, Inc.
Bellaire, TX

Ronald Florance

Wells Fargo Bank
Scottsdale, AZ

R. Todd Greenwalt

Bracewell & Giuliani LLP
Houston, TX

Cory Dale Halliburton

Weycer Kaplan Pulaski & Zuber
Arlington, TX

Terri Lynn Connolly Helge

Texas Wesleyan University School of Law
Fort Worth, TX

Joyce Hellums

Ernst & Young LLP
Austin, TX

Bruce R. Hopkins

Polsinelli Shughart PC
Kansas City, MO

Tomer Inbar

Patterson Belknap Webb & Tyler LLP
New York, NY

Sheryl L. Johns

Houston Endowment Inc.
Houston, TX

Shelley C. Koltnow

The University of Texas Southwestern Medical Center
Dallas, TX

Lois G. Lerner

Internal Revenue Service
Washington, DC

Stephen D. Maislin

Greater Houston Community Foundation
Houston, TX

Jeffrey Thomas McClean

Fizer Beck Webster Bentley & Scroggins
Houston, TX

Lori A. McLaughlin

KPMG LLP
Greenville, SC

Tina Lundy Melo

Fizer Beck Webster Bentley & Scroggins
Houston, TX

Darren B. Moore

Bourland, Wall & Wenzel, P.C.
Fort Worth, TX

David L. Nelson

Attorney at Law
Houston, TX

David M. Rosenberg

Thompson & Knight, LLP
Dallas, TX

Andrew Schulz

Foundation Source
Washington, DC

Suzanne N. Smith

Social Impact Architects
Dallas, TX

Frank Sommerville

Weycer, Kaplan, Pulaski & Zuber, P.C.
Arlington, TX

Susan K. Staricka

Office of the Attorney General
Austin, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Planning Committee

David M. Rosenberg—Co-Chair

Thompson & Knight, LLP
Dallas, TX

Nicola Fuentes Toubia—Co-Chair

Fuentes Toubia, PLLC
Houston, TX

Jody Blazek

Blazek & Vetterling
Houston, TX

Michael V. Bourland

Bourland, Wall & Wenzel, P.C.
Fort Worth, TX

William H. Caudill

Fulbright & Jaworski L.L.P.
Houston, TX

Michaela J. Cromar

Sanford, Baumeister & Frazier, PLLC
Fort Worth, TX

Laura Hansen Dean

The University of Texas at Austin
Austin, TX

Christopher G. Didier

Robert W. Baird & Co. Inc.
Milwaukee, WI

Lucille DiDomenico

Conference of Southwest Foundations, Inc.
Dallas, TX

Karey Dubiel Dye

Goldman Sachs & Co.
Houston, TX

Jayne J. Grimes

Wells Fargo Wealth Management
Dallas, TX

Joyce Hellums

Ernst & Young LLP
Austin, TX

Tomer Inbar

Patterson Belknap Webb & Tyler LLP
New York, NY

Richard W. Meyer

Texas Association of Nonprofit Organizations
Austin, TX

Coleith Molstad

The Roy F. & Joann Cole Mitte Foundation
Austin, TX

Morgan L. Souza

KPMG LLP
Dallas, TX

Michelle M. Turner

The University of Texas School of Law
Austin, TX

Ronald S. Webster

Fizer Beck Webster Bentley & Scroggins
Houston, TX

Carol Yonack

Foundation Source
Dallas, TX

Credit Info

Austin

MCLE Credit

Texas – 15.50 hrs | 1.25 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 15.50 hrs | 1.25 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 18.50 hrs | 1.50 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Other Credit

Certified Financial Planner (CFP) – 14.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

TX Accounting CPE – Expected – 18.50 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Jan 16*, 17-18, 2013 – Four Seasons Hotel

*optional Wed Evening session

Conference Concluded

Buy

Austin

Standard Registration
Last day for $495.00 Regular pricing: Jan 11, 2013

$545.00 for registrations received after this time

Green Registration - USB Key ONLY
Last day for $495.00 Regular pricing: Jan 11, 2013

$545.00 for registrations received after this time

Last day for cancellation (full refund): Jan 11, 2013

$50 processing fee applied after this date

Last day for cancellation: Jan 14, 2013

Venue

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701-4082
512-478-4500 (reservations)
Map

Accommodations

$235.00 good through Dec 17, 2012

Parking Information

Valet parking is $14 during the day of the event and $32.50 for overnight use. Limited self-parking is available for $12 during the day of the event.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Frost Wealth Advisors

Frost has a team of professionals who work together towards a common goal: to help you achieve financial security. Today the Frost Wealth Advisors are responsible for more than $25 billion in assets of individuals, families, businesses and non-profit institutions. You can count on us for investment management, trust administration, estate and financial planning, real estate, oil and gas management, retirement plan management, tax planning and wealth management. Frost has built a legacy of involvement with the communities it serves, especially with the organizations that provide for the betterment of the community. In fact, we have a dedicated group of specialists in our Public Finance Division who understand the specialized financing, treasury, investment and insurance needs of Texas governmental and non-profit institutions including educational, religious and healthcare organizations. www.frostbank.com
Thompson & Knight LLP

Established in 1887, Thompson & Knight LLP today is a global firm known for our capabilities in energy finance, taxation, business transactions, and an ability to resolve our clients' controversies in or out of court. The Firm has approximately 350 attorneys with U.S. offices in Texas and New York and international offices and associations in Mexico, North Africa, Europe, and Asia. Thompson & Knight LLP has unique expertise and depth in the nonprofit organizations area, with an extensive history of representation of a variety of different types and sizes of nonprofit organizations. www.tklaw.com
J.P. Morgan Private Bank

www.jpmorgan.com
Bourland, Wall & Wenzel, P.C.

Bourland, Wall & Wenzel, P.C.

www.bwwlaw.com
Ernst & Young LLP

Ernst & Young LLP

www.ey.com
Fizer, Beck, Webster, Bentley & Scroggins

Fizer, Beck, Webster, Bentley & Scroggins

www.fizerbeck.com
Fuentes Toubia, PLLC

Fuentes Toubia, PLLC

toubialaw.com
Weycer, Kaplan, Pulaski & Zuber, P.C.

Weycer, Kaplan, Pulaski & Zuber, P.C.

www.wkpz.com

30th Annual

Nonprofit Organizations Institute

Austin Jan 16*, 17-18, 2013 Four Seasons Hotel *optional Wed Evening session Conference Concluded

Buy

Related products: Materials

Overview

Event Schedule

Wednesday Afternoon, Jan. 16, 2013

Thursday Morning, Jan. 17, 2013

Thursday Afternoon, Jan. 17, 2013

Friday Morning, Jan. 18, 2013

Conference Faculty

Amanda Michelle Adams

Jody Blazek

Jason Boulette

Michael V. Bourland

Johnny Rex Buckles

T. Chuck Campbell

William H. Caudill

Tyree Collier

Emelda Douglas

Ronald Florance

R. Todd Greenwalt

Cory Dale Halliburton

Terri Lynn Connolly Helge

Joyce Hellums

Bruce R. Hopkins

Tomer Inbar

Sheryl L. Johns

Shelley C. Koltnow

Lois G. Lerner

Stephen D. Maislin

Jeffrey Thomas McClean

Lori A. McLaughlin

Tina Lundy Melo

Darren B. Moore

David L. Nelson

David M. Rosenberg

Andrew Schulz

Suzanne N. Smith

Frank Sommerville

Susan K. Staricka

Nicola Fuentes Toubia

Planning Committee

David M. Rosenberg—Co-Chair

Nicola Fuentes Toubia—Co-Chair

Jody Blazek

Michael V. Bourland

William H. Caudill

Michaela J. Cromar

Laura Hansen Dean

Christopher G. Didier

Lucille DiDomenico

Karey Dubiel Dye

Jayne J. Grimes

Joyce Hellums

Tomer Inbar

Richard W. Meyer

Coleith Molstad

Morgan L. Souza

Michelle M. Turner

Ronald S. Webster

Carol Yonack

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Four Seasons Hotel

Accommodations

Parking Information

Our Sponsors

Bourland, Wall & Wenzel, P.C.

Ernst & Young LLP

Fizer, Beck, Webster, Bentley & Scroggins

Fuentes Toubia, PLLC

Weycer, Kaplan, Pulaski & Zuber, P.C.

Stay in the loop with UT Law CLE

30^th Annual

Austin Jan 16, 17-18, 2013 Four Seasons Hotel
optional Wed Evening session
Conference Concluded