34^th Annual

Nonprofit Organizations Institute

Austin Jan 12-13, 2017 Four Seasons Hotel
Conference Concluded

Buy

Related products: eConference Materials

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

PREMIER SPONSOR
Patterson Belknap Webb & Tyler LLP

EVENT SPONSOR
Frost Wealth Advisors
Thompson & Knight LLP

SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
DLA Piper LLP US
Ernst & Young, LLP
Fizer Beck
Fuentes Toubia, PLLC
Morgan Stanley Graystone Consulting
Schell Bray PLLC
Weaver

UNDERWRITER
Goldman Sachs Philanthropy Fund

Download Brochure (PDF)

Overview

Don’t miss the 2017 Nonprofit Organizations Institute at the Four Seasons Austin. Hear leading nationally recognized experts from private foundations, public charities, law, finance and government discuss the latest tax, legislative and governance issues affecting nonprofit organizations.

The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with presentations and targeted tracks on:

Advocacy
Charitable Giving: Endowments, Restricted Gifts, plus Investing and Accounting for Restricted Funds
Employment and HR Issues
Cyber Literacy and Crisis Management
Corporate Sponsorships and Cause-Related Marketing
Strategies for Structuring: Joint Ventures and For-Profit Subsidiaries
Grantmaking
Effective Compliance and Reporting for Public Charities and Private Foundations
Anatomy of a Whistleblower Complaint

Plus, get the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings and court opinions. And hear Evan Smith of the Texas Tribune during the Thursday Luncheon Presentation.

Network with program faculty and attendees at Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA) and CFP credit.

Come a day early for the Nonprofit Organizations Compliance and Internal Review Workshop—a perfect overview for new entrants and seasoned practitioners in the field.

Event Schedule

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

Day 1 January 12, 2017
Day 2 January 13, 2017

Time

Credit

Subject

Speaker
Thursday Morning, Jan. 12, 2017
Presiding Officer:
Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
7:30 am

Registration Opens

Includes continental breakfast.
8:20 am

Welcoming Remarks
8:30 am

1.00 hr

A View of the Sector

Follow an examination of the current regulatory and legislative developments affecting tax-exempt organizations, including recent IRS and Treasury guidance, the “lame duck” session of Congress, and some likely trends in the new administration.

Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC
David A. Shevlin, Simpson Thacher & Bartlett LLP - New York, NY
9:30 am

0.75 hr

Current Trends in Socially Responsible and Impact Investing

Hear a discussion focused on how socially responsible and impact investing is gaining momentum as an important and necessary strategy for aligning mission with investing practice within the charitable sector.

Moderator:
Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
Panelists:
Tina N. Castro, Avivar Capital - Los Angeles, CA
Matt Onek, Mission Investors Exchange - New York, NY
10:15 am

Break
CONCURRENT TRACKS
1A: Advocacy
Presiding Officer:
Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
10:35 am

0.75 hr

After the Election Advocacy and Exploring the Boundaries

A new administration and new congress means new opportunities to promote your organization’s mission through policy advocacy. Review the law governing lobbying by 501(c)(3)s and other types of tax-exempt organizations. Learn the limits on lobbying by 501(c)(3) public charities and how to make the most of them, the ways that 501(c)(3) private foundations may fund lobbying by charities, and the tax rules for lobbying by other tax-exempt organizations.

John Pomeranz, Harmon, Curran, Spielberg + Eisenberg, LLP - Washington, DC
11:20 am

0.75 hr

Advocacy Rules Beyond the IRC: Federal and State Lobbying and Ethics Compliance

Exempt organizations are not only subject to the limits and rules prescribed by the Internal Revenue Code. Hear guidance on ensuring compliance with other applicable laws and rules that impact organizations active in government advocacy, including the federal Lobbying Disclosure Act, state and local lobbying laws, and government ethics rules.

William H. Minor, DLA Piper LLP US - Washington, DC
12:05 pm

Pick Up Lunch

Included in registration.
1B: Charitable Giving
Presiding Officer:
Richard W. Meyer, Attorney at Law - Austin, TX
10:35 am

0.75 hr

Endowments and Other Restricted Gifts—Making Them and Breaking Them

Hear an analysis of important drafting and negotiating issues in agreements to govern endowment funds and other types of restricted gifts, the various ways to modify restricted gifts after they are made, and the role of gift acceptance policies and a board-level approval process.

John Sare, Patterson Belknap Webb & Tyler LLP - New York, NY
11:20 am

0.75 hr

Financial Reporting for Endowments and Donor-Restricted Funds

Endowments and other donor-restricted funds are subject to financial reporting standards aimed at enhancing understanding of the nature of donor restrictions as well as management’s application of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) in managing endowment funds. Hear an overview of the related accounting terminology and financial statement presentation and disclosure requirements.

Mimi Holt, Blazek & Vetterling - Houston, TX
12:05 pm

Pick Up Lunch

Included in registration.
Thursday Afternoon, Jan. 12, 2017
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
LUNCHEON PRESENTATION
Thank You to Our Exclusive Sponsor

Thompson & Knight LLP
12:35 pm

0.75 hr

Charities in the News

Evan Smith, The Texas Tribune - Austin, TX
1:20 pm

Break
1:35 pm

1.00 hr

Re-Thinking, Re-Structuring, & Re-Inventing Your Organization

Explore the legal, organizational, and governance issues associated with making the changes necessary to realize the mission and deploy resources effectively.

Moderator:
Catherine E. Livingston, Jones Day - Washington, DC
Panelists:
Amber Allred, Wounded Warrior Project - Jacksonville, FL
Greg D. Lee, LIVESTRONG - Austin, TX
2:35 pm

Break
CONCURRENT TRACKS
2A: People
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
2:55 pm

0.75 hr

Deconstructing the Employee Handbook

An organization’s employee handbook supports its good faith compliance efforts and helps reduce potential liability in audits and litigation. Understand key components, current trends, as well as common mistakes in drafting employee handbooks, and how provisions and policies translate into the workplace environment.

Katrina Grider, Attorney at Law - Cypress, TX
3:40 pm

0.75 hr

Advanced Issues with Retirement Benefits

Nonprofit organizations are subject to special rules regarding retirement and deferred compensation plans. Explore the complex issues related to these benefits and hear an update on the new regulatory guidance.

William M. Fisher, Wilkins Finston Friedman Law Group LLP - San Antonio, TX
Valorie Foster, Southwest Research Institute - San Antonio, TX
4:25 pm

Break
2B: Places and Things
Presiding Officer:
Norman E. Nabhan, Graystone Consulting - Houston, TX
2:55 pm

0.75 hr

Operating Abroad: Tax Implications and Other Considerations when U.S. Nonprofit Organizations Work Outside the U.S.

Discuss the growing range of information reporting and tax requirements (Foreign Bank Account Reporting, FATCA/CRS compliance, qualified distribution requirements, and more) associated with U.S. nonprofits operating around the world. Explore other challenges and best practices related to foreign activities of a U.S.-based organization.

Misty Petry Burns, Michael & Susan Dell Foundation - Austin, TX
Nick W. Quigley, Ernst & Young, LLP - Detroit, MI
3:40 pm

0.75 hr

Intellectual Property 2.0: Top 10 IP Risks for Nonprofits

Nonprofits often fail to recognize IP-related risks as they grow, or recognize them too late. Beyond a basic understanding of IP, a realistic assessment of IP risks will help your non-profit to avoid costly mistakes. Learn how to spot IP risk areas, identify and protect your IP, and use IP to advance your nonprofit’s mission.

Derrick A. Pizarro, The Pizarro Firm - San Antonio, TX
4:25 pm

Break
3A: Don't Let It Happen to You
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
4:35 pm

0.75 hr

Privacy and Cybersecurity Issues for Nonprofits

Learn about the responsibilities and risks for nonprofits concerning privacy issues and data security threats, including an overview of privacy regimes, both in the U.S. and internationally, and gain practical tips to help your organization manage the personal information of donors, clients, employees, grantees, volunteers; and anticipate threats.

Laura E. Butzel, Patterson Belknap Webb & Tyler LLP - New York, NY
Nancy A. Kopans, ITHAKA - New York, NY
5:20 pm

0.75 hr

Legal Counsel and Communications in a Crisis: What to Do When Bad Things Happen to Good Institutions

When an organization’s wheels appear to be dislodging, the roles of the crisis team, the attorney, and the crisis communications manager are critical. These difficult and public moments of a nonprofit’s life require effective tactics, strategies and management that protect the institution’s legal position and its public perception.

Michael V. Bourland, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Lisa LeMaster, The LeMaster Group, Inc, - Addison, TX
6:05 pm

Adjourn
3B: How to Make It Happen for You
Presiding Officer:
Norman E. Nabhan, Graystone Consulting - Houston, TX
4:35 pm

0.75 hr

Selling for Good: Merchandising and Corporate Sponsorship Ideas that Don’t Create UBIT

Examine how a nonprofit can effectively merchandise goods to support its mission while minimizing UBIT. Hear about techniques developed to avoid the UBIT problems identified in the IRS College and University Compliance Project, discuss internet sales, and reveal creative corporate sponsorship ideas that balance donor benefits with the nonprofit’s tax exposure.

Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
Kyle R. ZumBerge, The University of Texas System - Austin, TX
5:20 pm

0.75 hr

Cause-Related Marketing and Commercial Co-Venture Arrangements

Marketing trends demonstrate that aligning a charitable cause with the sale of goods and services will continue to increase. Consider the structural, legal and tax considerations of various forms of cause-related marketing, as well as related state regulations.

Jonathan S. Blum, Polsinelli PC - Dallas, TX
6:05 pm

Adjourn
Networking Reception (6:05 p.m. – 7:00 p.m.)

Join us for drinks and hors d'oeuvres with program faculty and attendees.

Thank You to Our Exclusive Sponsor
Frost Wealth Advisors

Time

Credit

Subject

Speaker
Friday Morning, Jan. 13, 2017
Presiding Officer:
Jody Blazek, Blazek & Vetterling - Houston, TX
7:30 am

Conference Room Opens

Includes continental breakfast.
8:00 am

0.75 hr
0.25 hr ethics

Texas Nonprofit Law 101

Hear an overview of the essential characteristics of Texas nonprofit organizations, legal requirements, benefits and restrictions of tax exemption, guiding governance principles and state regulation.

Danika Hudik Mendrygal, Mendrygal Law, PLLC - Dallas, TX
Susan K. Staricka, Office of the Attorney General - Austin, TX
8:45 am

1.00 hr

Year in Review

Review current developments in the federal tax law, including recently passed and pending legislation, regulations, IRS rulings, and court opinions. Focus on the TE/GE fiscal year 2017 work plan, qualification for tax exemption, application for recognition processes and recent litigation, public charity status in general, supporting organizations, donor-advised funds, endowments, the commerciality doctrine, private foundation rules, governance, private inurement and private benefit, legislative and political campaign activity, unrelated business, joint ventures, charitable giving, and recent audits of the IRS by the General Accountability Office.

Bruce R. Hopkins, Bruce R. Hopkins Law Firm - Kansas City, MO
9:45 am

Break
CONCURRENT TRACKS
4A: Structuring
Presiding Officer:
Joyce Hellums, Ernst & Young, LLP - Austin, TX
10:05 am

1.00 hr

Mergers, Joint Ventures, and For‑Profit Subsidiaries

Explore the corporate and tax issues involved when a nonprofit tax-exempt organization decides to work with one or more for-profit investors or “partners” via a merger, a joint venture, or a taxable subsidiary. Discover the corporate law issues with primary focus on the tax issues involved in collaborating with a for-profit, including how to avoid jeopardizing tax-exempt status and how to avoid or properly handle unrelated business taxable income. Review how the new IRS partnership audit procedures might affect tax-exempt partners.

Justin J. Lowe, Ernst & Young, LLP - Washington, DC
Robert A. Wexler, Adler & Colvin - San Francisco, CA
11:05 am

1.00 hr

Commerciality, Charitability, and Confusion in the Charitable Sector: Exploring What’s Charitable, What’s Not and Why There is a Difference

Uncover the new ways that philanthropists and social entrepreneurs are seeking to achieve beneficial social change and impact. Hear about the challenges posed by the existing legal framework that distinguishes between charitable purposes and commercial purposes in ways that are becoming increasingly strained. Explore the pitfalls and benefits to many of the new approaches, and suggest analytical frameworks to guide participants.

Joshua J. Mintz, MacArthur Foundation - Chicago, IL
John Tyler, Ewing Marion Kauffman Foundation - Kansas City, MO
12:05 pm

Pick Up Lunch

Included in registration.
4B: Grantmaking
Presiding Officer:
Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, TX
10:05 am

1.00 hr

Beyond Scholarships: High-Impact Grantmaking to Individuals

Discover some of the strategic ways that funders can employ individual grantmaking to achieve their programmatic goals. Discuss the U.S. federal tax law provisions governing prizes and awards, disaster relief grants, scholarship and fellowship awards, and grants through intermediary entities primarily from the perspective of the private grantmaking foundation. And hear about the key compliance and reporting obligations for both funders and beneficiaries.

Jillian Diamant, Open Society Foundation - New York, NY
Diara M. Holmes, Loeb & Loeb - Washington, DC
11:05 am

1.00 hr

Beyond Grantmaking: Additional Mechanisms for Mission

Explore options for foundations to pursue and maximize their missions in ways other than, or in supplement to, their grant making initiatives while maintaining compliance with the private foundation prohibited transaction rules. Topics include leveraging expertise through direct charitable activities, participating in public/private partnerships, engaging in medical venture philanthropy initiatives, strategic investing through program-related or mission-related investments, and more.

James P. Joseph, Arnold & Porter Kaye Scholer LLP - Washington, DC
Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
12:05 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Jan. 13, 2017
Presiding Officer:
Karey Dubiel Dye, Goldman, Sachs & Co. - Houston, TX
LUNCHEON PRESENTATION
12:35 pm

0.75 hr

Successful Succession: How to Prepare for a Leadership Transition in Your Organization

Identifying and developing the next generation of leaders is both challenging and vital to the health of your organization. Hear about common succession issues and how to plan for a leadership change.

Moderator:
Josh Baron, Banyan Global - Boston, MA
Panelists:
Ryan Dolibois, Yellowstone Academy - Houston, TX
Stephen D. Maislin, Greater Houston Community Foundation - Houston, TX
1:20 pm

Break
1:35 pm

1.00 hr ethics

Anatomy of a Whistleblower Complaint

Dealing with a whistleblower complaint can present several challenges and ethical issues for an organization and its counsel. Examine mandatory whistleblower regulations and policies, and walk through best practices from initiation of the complaints, to conducting internal investigations, engaging outside counsel and forensic experts, and compliance with different agencies and requests for information should this information become public. Plus, hear discussion on protection of and retaliation against the whistleblower.

Neely D. Duncan, Lane Gorman Trubitt, LLC - Dallas, TX
Frank Sommerville, Weycer Kaplan Pulaski & Zuber, P.C. - Arlington, TX
2:35 pm

Break
CONCURRENT TRACKS
5A: Public Charities: Tying it All Together
Presiding Officer:
Joyce Hellums, Ernst & Young, LLP - Austin, TX
2:55 pm

0.75 hr

The Broad-Based Nonprofit: Managing Tension between Headquarters and its Local Affiliates

Wrestling with the challenges and opportunities of a complex governance structure? How well a nonprofit balances strategy, governance, and impact determines whether it fulfills its mission and reaches its highest potential. Learn about strategy screens for optimizing the give-and-take between the national office and its local affiliates.

Tracy-Elizabeth Clay, Teach For America, Inc. - Chicago, IL
Angela F. Williams, YMCA of the USA - Chicago, IL
3:40 pm

0.75 hr

Effective Compliance and Reporting for Public Charities: Form 990 and Beyond

Explore common compliance and federal reporting challenges for public charities, and strategies for addressing those challenges organizationally, operationally, and through Form 990 and other IRS reporting.

Stephen M. Clarke, Ernst & Young, LLP - Washington, DC
4:25 pm

Adjourn
5B: Private Foundations: Tying it All Together
Presiding Officer:
Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, TX
2:55 pm

0.75 hr

Working Through Intermediaries

Increasingly, private foundations are working through fiscal sponsors and other intermediaries to increase efficiency, enhance effectiveness, and reduce risk. Hear an overview of the various options, how to properly structure them, the compliance advantages of doing so, and common situations where working through intermediaries is common, including international grantmaking, grants to individuals, funder collaboratives, and PRI’s.

Andrew Schulz, Arabella Advisors - Washington, DC
3:40 pm

0.75 hr

Effective Compliance and Reporting for Private Foundations: Tying it All Together

Informed by 40+ years of study, explore how transactions can be structured differently to prevent self-dealing and/or taxable expenditures. Think of private foundations as taxpayers that, with planning, can reduce their tax burden. Strategize ways to design policies and procedures to help avoid sanctions and improve reporting capability for the private foundation, public charities it supports, and its disqualified persons. And understand how rules that sound absolute may also be flexible.

Amanda Adams, Blazek & Vetterling - Houston, TX
Jody Blazek, Blazek & Vetterling - Houston, TX
4:25 pm

Adjourn

Day 1 January 12, 2017
Day 2 January 13, 2017

Download Schedule

Conference Faculty

Amanda Adams

Blazek & Vetterling
Houston, TX

Amber Allred

Wounded Warrior Project
Jacksonville, FL

Josh Baron

Banyan Global
Boston, MA

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Michael V. Bourland

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

Misty Petry Burns

Michael & Susan Dell Foundation
Austin, TX

Laura E. Butzel

Patterson Belknap Webb & Tyler LLP
New York, NY

Tina N. Castro

Avivar Capital
Los Angeles, CA

Stephen M. Clarke

Ernst & Young, LLP
Washington, DC

Tracy-Elizabeth Clay

Teach For America, Inc.
Chicago, IL

Jillian Diamant

Open Society Foundation
New York, NY

Ryan Dolibois

Yellowstone Academy
Houston, TX

Neely D. Duncan

Lane Gorman Trubitt, LLC
Dallas, TX

William M. Fisher

Wilkins Finston Friedman Law Group LLP
San Antonio, TX

Valorie Foster

Southwest Research Institute
San Antonio, TX

Katrina Grider

Attorney at Law
Cypress, TX

Diara M. Holmes

Loeb & Loeb
Washington, DC

Mimi Holt

Blazek & Vetterling
Houston, TX

Bruce R. Hopkins

Bruce R. Hopkins Law Firm
Kansas City, MO

Tomer Inbar

Patterson Belknap Webb & Tyler LLP
New York, NY

James P. Joseph

Arnold & Porter Kaye Scholer LLP
Washington, DC

Nancy A. Kopans

ITHAKA
New York, NY

Greg D. Lee

LIVESTRONG
Austin, TX

Lisa LeMaster

The LeMaster Group, Inc,
Addison, TX

Catherine E. Livingston

Jones Day
Washington, DC

Justin J. Lowe

Ernst & Young, LLP
Washington, DC

Stephen D. Maislin

Greater Houston Community Foundation
Houston, TX

Danika Hudik Mendrygal

Mendrygal Law, PLLC
Dallas, TX

William H. Minor

DLA Piper LLP US
Washington, DC

Joshua J. Mintz

MacArthur Foundation
Chicago, IL

Darren B. Moore

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

Matt Onek

Mission Investors Exchange
New York, NY

Derrick A. Pizarro

The Pizarro Firm
San Antonio, TX

John Pomeranz

Harmon, Curran, Spielberg + Eisenberg, LLP
Washington, DC

Nick W. Quigley

Ernst & Young, LLP
Detroit, MI

Alexander L. Reid

Morgan, Lewis & Bockius LLP
Washington, DC

John Sare

Patterson Belknap Webb & Tyler LLP
New York, NY

Andrew Schulz

Arabella Advisors
Washington, DC

David A. Shevlin

Simpson Thacher & Bartlett LLP
New York, NY

Evan Smith

The Texas Tribune
Austin, 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

John Tyler

Ewing Marion Kauffman Foundation
Kansas City, MO

Robert A. Wexler

Adler & Colvin
San Francisco, CA

Angela F. Williams

YMCA of the USA
Chicago, IL

Kyle R. ZumBerge

The University of Texas System
Austin, TX

Planning Committee

Joyce Hellums—Co-Chair

Ernst & Young, LLP
Austin, TX

Tomer Inbar—Co-Chair

Patterson Belknap Webb & Tyler LLP
New York, NY

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Michael V. Bourland

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

Mia Hsu Burton

Michael & Susan Dell Foundation
Austin, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

Philanthropy Southwest
Dallas, TX

Karey Dubiel Dye

Goldman, Sachs & Co.
Houston, TX

Joanna Jefferson

The University of Texas School of Law
Austin, TX

Rachel Luna

Southwest Key Programs
Austin, TX

Jeffrey T. McClean

Wells Fargo Bank
Houston, TX

Danika Hudik Mendrygal

Mendrygal Law, PLLC
Dallas, TX

Richard W. Meyer

Attorney at Law
Austin, TX

Coleith Molstad

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

Darren B. Moore

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

Norman E. Nabhan

Graystone Consulting
Houston, TX

David M. Rosenberg

Thompson & Knight LLP
Dallas, TX

Frank Sommerville

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

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Credit Info

Austin

MCLE Credit

Texas – 15.00 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 – 15.00 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.

Ohio – 15.00 hrs | 1.25 hrs Ethics

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

Oklahoma – 18.00 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

National Accounting CPE – 18.00 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings.

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

Key Dates

Austin – Jan 12-13, 2017 – Four Seasons Hotel

Conference Concluded

Buy

Austin

Individual
Last day for $575.00 Regular pricing: Jan 4, 2017

$625.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $520.00 Regular pricing: Jan 4, 2017

$570.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $460.00 Regular pricing: Jan 4, 2017

$510.00 for registrations received after this time

Last day for cancellation (full refund): Jan 6, 2017

$50 processing fee applied after this date

Last day for cancellation: Jan 9, 2017

Venue

Four Seasons Hotel

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

Accommodations

$279 room rate good through December 12, 2016 (subject to availability). Please reference “UT Law Nonprofits Institute“ to receive this special rate.

Parking Information

Daily Self-Parking: $12
Daily Valet Parking: $16
Overnight Parking: $36

Our Sponsors

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

Patterson Belknap Webb & Tyler LLP

Patterson Belknap Webb & Tyler LLP is one of a handful of law firms in the U.S. with a significant practice group devoted exclusively to tax-exempt organizations and has the largest exempt organizations practice in New York City. Our representation of charities and other types of not for-profit, tax-exempt organizations dates back over 90 years, to the firm’s beginnings. We represent tax-exempt organizations in all aspects of their operations and management, and the legal needs of our exempt organization clients cover the spectrum of the firm’s practice areas. As a result, lawyers in every practice area of our 200 attorney firm have substantial experience advising exempt organizations. Our varied clients include museums, fine arts and performing arts organizations, public-private partnerships in global health, colleges and universities, social welfare organizations, advocacy groups, environmental organizations, trade associations, and private foundations of all types, including family foundations and corporate foundations.

www.pbwt.com
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 $30 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.
frostbank.com
Thompson & Knight LLP

Established in 1887, Thompson & Knight LLP is a law 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 more than 300 attorneys with U.S. offices in Texas, New York, and California and international offices and associations in the Americas, North Africa, and Europe.

Thompson & Knight is dedicated to many charitable and nonprofit organizations in the communities we serve and beyond. Each year, we lend financial support to hundreds of civic and charitable organizations promoting diversity, the arts, education, the elderly, health care, youth mentoring, and more. Through our collective knowledge, our relationships, our high ethics, our team approach, and our commitment to our clients and communities, we consistently make a positive impact on the people we serve. www.tklaw.com
Blazek & Vetterling

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

www.bwwlaw.com
DLA Piper LLP US

www.dlapiper.com/en/us/
Ernst & Young LLP

www.ey.com
Fizer Beck

fizerbeck.com
Fuentes Toubia, PLLC

www.toubialaw.com
Goldman Sachs Philanthropy Fund

www.goldmansachs.com
Morgan Stanley Graystone Consulting

www.morganstanleygs.com
Schell Bray PLLC

www.schellbray.com
Weaver

weaver.com

34th Annual

Nonprofit Organizations Institute

Austin Jan 12-13, 2017 Four Seasons Hotel Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Jan. 12, 2017

Thursday Afternoon, Jan. 12, 2017

Friday Morning, Jan. 13, 2017

Friday Afternoon, Jan. 13, 2017

Conference Faculty

Amanda Adams

Amber Allred

Josh Baron

Jody Blazek

Jonathan S. Blum

Michael V. Bourland

Misty Petry Burns

Laura E. Butzel

Tina N. Castro

Stephen M. Clarke

Tracy-Elizabeth Clay

Jillian Diamant

Ryan Dolibois

Neely D. Duncan

William M. Fisher

Valorie Foster

Katrina Grider

Diara M. Holmes

Mimi Holt

Bruce R. Hopkins

Tomer Inbar

James P. Joseph

Nancy A. Kopans

Greg D. Lee

Lisa LeMaster

Catherine E. Livingston

Justin J. Lowe

Stephen D. Maislin

Danika Hudik Mendrygal

William H. Minor

Joshua J. Mintz

Darren B. Moore

Matt Onek

Derrick A. Pizarro

John Pomeranz

Nick W. Quigley

Alexander L. Reid

John Sare

Andrew Schulz

David A. Shevlin

Evan Smith

Frank Sommerville

Susan K. Staricka

Nicola Fuentes Toubia

John Tyler

Robert A. Wexler

Angela F. Williams

Kyle R. ZumBerge

Planning Committee

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Jody Blazek

Jonathan S. Blum

Michael V. Bourland

Mia Hsu Burton

Michaela J. Cromar

Lucille DiDomenico

Karey Dubiel Dye

Joanna Jefferson

Rachel Luna

Jeffrey T. McClean

Danika Hudik Mendrygal

Richard W. Meyer

Coleith Molstad

Darren B. Moore

Norman E. Nabhan

David M. Rosenberg

Frank Sommerville

34^th Annual

Austin Jan 12-13, 2017 Four Seasons Hotel
Conference Concluded