37^th Annual

Nonprofit Organizations Institute

Austin Jan 23-24, 2020 Four Seasons Hotel
Conference Concluded

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PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

PREMIER SPONSOR
Patterson Belknap Webb & Tyler LLP

EVENT SPONSORS
Frost Wealth Advisors
Northern Trust Foundation & Institutional Advisors

SPONSORS
Adler & Colvin, a Law Corporation
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
CliftonLarsonAllen LLP (CLA)
Ernst & Young LLP
Fizer, Beck, Webster, Bentley & Scroggins PC
Fuentes Toubia, PLLC
Morgan Stanley Graystone Consulting

UNDERWRITER
Goldman Sachs Philanthropy Fund

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Overview

Don’t miss the 37th Annual Nonprofit Organizations Institute featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing 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 two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics, including:

A View of the Sector with an overview of the latest legislative and regulatory developments
A panel of state Attorneys General on the current state of enforcement, top priorities and other oversight considerations.
Election year issues for public charities
Private foundation compliance and taxable expenditures
Disqualified persons and qualifying distributions
Donor advised funds and UBIT
Effective grantmaking processes and corporate foundations
Impact investing and issues in charitability
Ethical Issues for the Nonprofit Organizations Advisor with 1.00 hour of Ethics.
Five small-group “Master Classes” for a deeper dive on key topics: Dissecting the Grant Agreement; Charitable Giving and Endowments; Entrepreneurship and Commerciality; Understanding Your Web Presence; and Investment Policies and Portfolios.

Plus, hear the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit.

Come a day early for the Nonprofit Organizations Fundamentals Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.

Event Schedule

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

Day 1 January 23, 2020
Day 2 January 24, 2020

Time

Credit

Subject

Speaker
Thursday Morning, Jan. 23, 2020
Presiding Officer:
Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
7:30 am

Registration Opens

Includes continental breakfast.
8:35 am

Welcoming Remarks
8:45 am

1.25 hrs

A View of the Sector: Implementing Tax Reform for Tax-Exempt Organizations

The IRS and Treasury have issued preliminary guidance on several provisions of the Tax Cuts and Jobs Act of 2017 affecting exempt organizations, but both the legislation and the guidance pose many interpretive and operational challenges. Explore how, two years after the Act’s passage, organizations are responding to the preliminary guidance from the IRS and Treasury, and how implementation of the legislation may continue to progress in the coming year. Plus, hear discussion on other key trends and legislative developments affecting tax-exempt organizations.

Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC
Carolyn O. "Morey" Ward, Ropes & Gray LLP - Washington, DC
10:00 am

Break
CONCURRENT TRACKS
TRACK A: Election Year Issues: Public Charities
Presiding Officer:
Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
10:20 am

0.75 hr

What You Need to Know to Get Through the 2020 Election

Gain insight on how to help your 501(c)(3) continue to pursue its mission without violating the prohibition against political campaign intervention in the upcoming elections. Ongoing issue advocacy, voter activation efforts, social media communications, personal political activity by board and staff members – all are possible, but present potential pitfalls that you need to know how to avoid.

Irina Petrova, Natural Resources Defense Council - New York, NY
John Pomeranz, Harmon, Curran, Spielberg + Eisenberg, LLP - Washington, DC
Doug Varley, Caplin & Drysdale, Chartered - Washington, DC
11:05 am

0.75 hr

Multi-organization Structures for Advocacy: 501(c)(3)s, 501(c)(4)s, PACs, etc.

Achieving your policy and political goals might require using different types of organizations – a 501(c)(3) educational arm, a 501(c)(4) to engage in more lobbying and political activity, state or federal (or both) super PAC or hard-money political committees, and maybe more. This session will help you structure a multifaceted advocacy program that complies with tax law and campaign finance law.

Irina Petrova, Natural Resources Defense Council - New York, NY
John Pomeranz, Harmon, Curran, Spielberg + Eisenberg, LLP - Washington, DC
Doug Varley, Caplin & Drysdale, Chartered - Washington, DC
11:50 am

Pick Up Lunch

Included in registration.
TRACK B: Private Foundation Compliance: Taxable Expenditures
Presiding Officer:
Norman E. Nabhan, Graystone Consulting - Houston, TX
10:20 am

0.75 hr

Funding and Conducting Advocacy: Flashpoints for Private Foundations

Hear the key legal considerations for private foundations that are involved in conducting or funding advocacy. These include the IRS lobbying rules, other federal and state lobbying rules, personal versus professional activities of staff, and special considerations around elections.

Kimberly Eney, Latham & Watkins LLP - Washington, DC
Elizabeth Peters, The William and Flora Hewlett Foundation - Menlo Park, CA
11:05 am

0.75 hr

Taxable Expenditure Flashpoints

Managing private foundation expenditures is not always intuitive. Despite charitable intentions, funding entities other than public charities require Expenditure Responsibility steps which are often missed. Individual grants for disaster or poverty relief, awards for achievement, or research of social issues require documentation of exempt purpose unlike travel or study support that require Pre-IRS approval. Even if a foundation thinks it is maintaining ER and evidence of charitable nature of its spending, missteps result in a taxable expenditure and excise tax can be imposed. How a foundation properly corrects such missteps is challenging and needed to avoid the second tier tax.

Kelli Archibald, Ernst & Young LLP - Phoenix, AZ
Jody Blazek, Blazek & Vetterling - Houston, TX
11:50 am

Pick Up Lunch

Included in registration.
MASTER CLASS: Understanding Your Web Presence (SOLD OUT)
10:20 am

1.50 hrs

Understanding Your Web Presence

What is “web presence” and why does it matter? Discuss what web presence is and isn’t, how nonprofits are using web presence to advance their missions, and how to assess your organization’s risks in this area.

Lawrence Mendenhall, American Academy of Ophthalmology and AAO Foundation - San Francisco, CA
Sandro Serra, Pillsbury Winthrop Shaw Pittman LLP - Austin, TX
11:50 am

Pick Up Lunch

Included in registration.
Thursday Afternoon, Jan. 23, 2020
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
LUNCHEON PRESENTATION
Thank You to Our Sponsor
12:20 pm

0.75 hr

Nonprofits in the News: Reporters Reveal What We See and What We Look For

Attracting media attention can enable nonprofits to heighten awareness of and raise money to support mission. As a watchdog of nonprofits, the press can also expose an organization to scrutiny for which it is not prepared. Hear advice from veteran journalists on how to handle the media and experience successful interactions with the press.

Moderator:
Karey Dubiel Dye, Goldman Sachs Philanthropy Fund - Houston, TX
Panelists:
Tom Hamburger, The Washington Post - Washington, DC
Ross Ramsey, The Texas Tribune - Austin, TX
1:05 pm

Break
1:20 pm

1.00 hr

Panel Discussion: State Attorney General Offices

Gain insight into best practices from a panel of state assistant attorneys general discussing current enforcement issues, priorities, and other oversight considerations.

Moderator:
Jason R. Lilien, Loeb & Loeb LLP - New York, NY
Panelists:
Yael Fuchs, Office of the New York State Attorney General - New York, NY
Mary T. Henderson, Office of the Attorney General of Texas - Austin, TX
Stacy Morey, Office of Oklahoma Attorney General - Oklahoma City, OK
2:20 pm

Break
CONCURRENT TRACKS
TRACK C: Data Protection / DAFs
Presiding Officer:
Jeffrey E. Sher, Fizer Beck - Houston, TX
2:40 pm

0.75 hr

GDPR and What Else Is On Our Minds: A Look at Data Protection and Cybersecurity in 2020

Examine issues related to data privacy and security, including GDPR. Learn about the latest cybersecurity threats and trends impacting nonprofits, and actions that can be taken today in furtherance of compliance and in support of the overall data privacy and security mission.

John E. Ansbach, Stroz Friedberg - Dallas, TX
3:25 pm

0.75 hr

Donor Advised Funds: Issues, Challenges, Opportunities?

Donor Advised Funds (DAF), have become go-to vehicles for philanthropy. Moving beyond the “charitable checkbook,” they are increasingly being used as part of innovative charitable giving strategies, for multi-entity/multi-funder initiatives, and to align grants and investments geared to catalyze and mobilize capital for good. Explore issues and considerations, both legal and practical, implicated by complex DAF transactions and relationships, including contributions of illiquid (or less liquid) assets, the growing interest in impact investing, and donor roles and involvement and ongoing positive and negative perception of DAFs.

Jonathan S. Blum, Polsinelli PC - Dallas, TX
Melanie Schnoll Begun, Morgan Stanley - New York, NY
4:10 pm

Break
TRACK D: Disqualified Persons and Qualifying Distributions
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
2:40 pm

0.75 hr

Disqualified Person Are (Often) Challenging

Explore the Chapter 42 excise tax regime applicable to private foundations and the key role disqualified persons play in exposure to self-dealing and excess business holdings. Consider the basics in mapping disqualifying persons as well as best practices for managing compliance and risks.

Nishka Chandrasoma, Ford Foundation - New York, NY
Michelle Michalowski, PwC - Washington, DC
3:25 pm

0.75 hr

Rethinking / Revisiting Qualifying Distributions

How are different sized and different types of private foundations thinking about and planning to meet minimum distribution requirements in a potentially low return environment? Examine the impact of volatile markets, and the increased needs from grantees on foundations. How do the competing interests intersect and impact the foundation’s life plans if there is a perpetuity plan? What counts as a qualifying distribution when private foundations collaborate to co-fund projects by pooling resources and other interesting qualifying distribution questions?

Michelle Michalowski, PwC - Washington, DC
Jane M. Searing, Deloitte - Seattle, WA
4:10 pm

Break
MASTER CLASS: Investment Policies and Portfolios (SOLD OUT)
2:40 pm

1.50 hrs

Investment Policies and Fiduciary Duties

Discussion of how foundations and endowments should consider asset allocation, spending policy, and advisory relationships within the context of fiduciary duties and spending requirements.

Catherine Lee Clarke, Hirtle, Callaghan & Co., LLC - Houston, TX
Tina Lundy Melo, Fizer Beck - Houston, TX
4:10 pm

Break
TRACK E: Collaborations and UBIT
Presiding Officer:
Jeffrey E. Sher, Fizer Beck - Houston, TX
4:20 pm

1.00 hr

Collaborations – A Broader View

As the philanthropic and charitable sector continues to explore how to leverage resources and achieve greater impact, collaboration continues to be an important tool. Many funders have deep experience with funder collaboratives, while others are experimenting with a broader menu of collaboration options. Identify a variety of collaboration models and introduce issues to consider.

Hillary Bounds, Chan Zuckerberg Initiative - Redwood City, CA
Andrew Schulz, Arabella Advisors - Washington, DC
5:20 pm

1.00 hr

UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance

UBIT compliance has become much more challenging post-tax reform. Focus on practical methods of addressing those challenges, including obtaining expenses and gathering other data associated with employee parking, separating UBTI into silos, and finding offsets to mitigate additional UBIT.

Ray Bunyard, Baylor Scott & White Health - Dallas, TX
Justin J. Lowe, Ernst & Young LLP - Washington, DC
6:20 pm

Adjourn to Reception
TRACK F: Effective Grantmaking and Corporate Foundations
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
4:20 pm

1.00 hr

Better Grantmaking: Balancing Risk and Equity

How do we create a grantmaking process that manages risk without becoming overly burdensome for our grantees? What kind of process do we create when we use an equity lens? And how do we balance the two? This session will focus on issues including identifying and managing risk, simplifying the process for your (program staff and) grantees while maintaining the necessary level of compliance and ensuring there is a good internal process to deal with the unexpected. Think that’s impossible? Come learn practical ways to make that happen.

Kathleen Flynn, New Venture Fund - Washington, DC
Megan Jellinek, Chan Zuckerberg Initiative - Redwood City, CA
5:20 pm

1.00 hr

Corporate Foundations: Strategies to Make Them Work—Both For You and With You

In addition to focusing on the pros and cons of forming a corporate foundation, examine what strategies and factors corporate foundations consider when identifying which nonprofits to support.

J. Reymundo Ocañas, BBVA USA - Houston, TX
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
6:20 pm

Adjourn to Reception
MASTER CLASS: Charitable Giving and Endowments (SOLD OUT)
4:20 pm

2.00 hrs

The Law and Lore of Endowment Funds: A 21st Century Edition

A practical guide to some of the issues involved in structuring endowment gifts and administering institutional endowments. Gain insight on endowment gift agreements, endowment spending policies, and the documentation of endowment investment and spending decisions.

John Sare, Patterson Belknap Webb & Tyler LLP - New York, NY
6:20 pm

Adjourn to Reception
6:20 pm

Networking Reception (6:20 p.m. – 7:20 p.m.)

Join us for a networking opportunity with faculty and colleagues.

Thank You to Our Sponsor

Time

Credit

Subject

Speaker
Friday Morning, Jan. 24, 2020
7:30 am

Conference Room Opens

Includes continental breakfast.
TRACK G: TX Legislative Update and Year in Review
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
8:00 am

0.75 hr

Texas Legislative Update 2019

Bills and policy trends in the 2019 Texas legislative session will impact nonprofit organizations, state associations, foundations and social service groups in various ways. Two veteran observers of the Texas public policy and political scene will present a timely review of statutory, regulatory, and legislative developments of interest.

Richard W. Meyer, Attorney at Law - Austin, TX
Ross Ramsey, The Texas Tribune - Austin, TX
8:45 am

1.00 hr

Year in Review

Review current developments in the federal tax law concerning tax-exempt organizations, including the status of Treasury and IRS guidance regarding applicable provisions of the Tax Cuts and Jobs Act, and recently issued proposed regulations, IRS rulings, and court opinions. Address the Exempt Organizations Division’s FY 2020 program letter and current Priority Guidance Plan, application of the commerciality doctrine, and recent law developments concerning qualification for tax exemption, the private inurement and private benefit doctrine, legislative and political campaign activity rules, governance, public charity status, supporting organizations, private foundations, donor-advised funds, unrelated business, fundraising regulations, charitable giving, and litigation.

Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC
Materials By:
Bruce R. Hopkins, Bruce R. Hopkins Law Firm, LLC - Kansas City, MO
9:45 am

Break
MASTER CLASS: Entrepreneurship and Commerciality (SOLD OUT)
8:00 am

1.75 hrs

The Tapestry of Strategically (and Legally) Using Commercial Enterprises to Achieve Charitable Ends

Opportunities for exempt organizations to work with and through market-oriented enterprises and interventions to pursue their charitable purposes are increasing. Doing so involves a variety of factors and attention to the pros and cons of different approaches. Strategically balancing charitability, private benefit, tax considerations, structures and forms, licensing, data, decision-making, assessments, and more are among the inter-related threads that run through these approaches. Instead of hanging loosely, these threads together create a tapestry of strategic decisions and opportunities. This master class focuses on how these considerations fit together.

Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
John Tyler, Ewing Marion Kauffman Foundation - Kansas City, MO
9:45 am

Break
CONCURRENT TRACKS
TRACK H: Employee Issues
Presiding Officer:
Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
10:05 am

1.00 hr

Advanced Compensation and Benefits Issues

When a nonprofit organization receives services from an individual who is employed by a related organization, whether nonprofit or for-profit, it can be complicated to determine the applicable employment tax requirements and the permissible benefits arrangements. Adding to the complexity is the new section 4960 excise tax which applies when a nonprofit tax-exempt organization pays over $1 million in annual compensation. Review the current state of guidance on section 4960 as well as complex employment tax and benefits issues associated with shared employment, including common paymasters, reporting agents, and FUTA.

Catherine E. Livingston, Jones Day - Washington, DC
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY
11:05 am

1.00 hr

Avoiding Labor Pains

Hear hot topics addressing compliance with employment laws such as trends in leave policies, LGBTQUI rights, telecommuting and post-FMLA leave accommodations, legalized marijuana and drug screens, recently effective wage and hour regulations, and more.

Connie L. Cornell, Cornell Smith Mierl Brutocao Burton, LLP - Austin, TX
12:05 pm

Pick Up Lunch

Included in registration.
TRACK I: Impact Investing and Accounting Standards
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
10:05 am

1.00 hr

Not Your Grandmother's Impact Investing

The field of impact investing continues to expand and provide an increasingly wide range of opportunities for nonprofit organizations looking to sync their mission and their investments. The Global Impact Investing Network has estimated the size of the global impact investing market to be $502 billion. Take a look at a diverse range of impact investment options, including social impact funds, charitable note programs, SAFEs, pay-for-performance transactions, and opportunity zones. Explore different investment opportunities and legal issues to consider for different types of nonprofit investors.

David A. Levitt, Adler & Colvin - San Francisco, CA
Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
11:05 am

1.00 hr

The Accounting Standards Are Not Just For the Accountants Any More

Generally accepted accounting principles (GAAP) determine whether, when, and how contributions are recognized in the accounting records and financial statements. Accounting for contributions can be significantly influenced by how resources are solicited and documented by donors and nonprofit organizations. Donors, development professionals and accountants need to understand how to assist each other so we're all "rowing in the same direction" to serve the needs of the not-for-profit community. Hear an overview of the new accounting rules for contributions (Accounting Standards Update (ASU) 2018-08, Not-for-Profit Entities (Topic 958): Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made) and a discussion of the adoption of the new Financial Reporting Disclosures for Operating Liquidity.

Amy B. Robinson, The Kresge Foundation - Troy, MI
Kay Walther, Blazek & Vetterling - Houston, TX
12:05 pm

Pick Up Lunch

Included in registration.
MASTER CLASS: Dissecting the Grant Agreement (SOLD OUT)
10:05 am

2.00 hrs

Dissecting the Grant Agreement

Review the key components of a grant agreement, including provisions unique to private foundations, considerations for advocacy organizations, and how to structure grants to fiscal sponsors, non-charitable organizations, and individuals. Expect practical advice from the perspective of both the grantor and the grantee, a lively discussion, and sample language.

Hillary Bounds, Chan Zuckerberg Initiative - Redwood City, CA
Kristy Bernard Tsadick, The William and Flora Hewlett Foundation - Menlo Park, CA
12:05 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Jan. 24, 2020
Presiding Officer:
Mia Hsu Burton, Michael & Susan Dell Foundation - Austin, TX
LUNCHEON PRESENTATION
12:35 pm

0.75 hr

Giving Circles and Other Philanthropic Networks

The number of giving circles have quadrupled in the last decade with women making up 70% of giving circles. Hear from Texas Women’s Foundation, a leader in this space, and the founders of two successful giving circles in Texas, on the advantages and key considerations in bringing together individuals with shared experience, culture or interest to raise money and engage your donors.

Moderator:
Dawn Hooper, Texas Women's Foundation - Dallas, TX
Panelists:
A. Shonn Brown, Kimberly-Clark Corporation - Irving, TX
Caren K. Lock, TIAA - Lewisville, TX
1:20 pm

Break
1:35 pm

1.00 hr ethics

Ethical Challenges for the Nonprofit Organizations Advisor

Meghan R. Biss, Caplin & Drysdale, Chartered - Washington, DC
Bridget M. Weiss, Arnold & Porter Kaye Scholer LLP - Washington, DC
2:35 pm

Break
CONCURRENT TRACKS
TRACK J: Public Charities: Humanitarian Activities and "Office Hours"
Presiding Officer:
Danika Hudik Mendrygal, Mendrygal Law, PLLC - Dallas, TX
2:55 pm

1.00 hr

Legal Challenges in the Provision of Humanitarian Assistance to Refugees, Asylees, and Migrants

Providing humanitarian assistance to refugees, asylees, and migrants in the United States and around the world generally has become increasingly challenging thanks to laws and policies adopted by governments hostile to the arrival of such individuals in their countries. Organizations seeking to assist these populations must navigate the ever changing legal landscape in multiple jurisdictions and find ways to continue providing needed assistance to the world’s most vulnerable populations.

Ricardo A. Castro, International Rescue Committee - New York, NY
Jonathan Denis Ryan, RAICES - San Antonio, TX
3:55 pm

1.00 hr

"Office Hours" - Key Issues and Questions Facing Public Charities

Gain insight on key issues and common challenges facing public charities, and share your own questions with conference faculty and fellow colleagues in this interactive session.

James P. Joseph, Arnold & Porter Kaye Scholer LLP - Washington, DC
4:55 pm

Adjourn
TRACK K: Private Foundations: Issues in Charitability and "Office Hours"
Presiding Officer:
Mia Hsu Burton, Michael & Susan Dell Foundation - Austin, TX
2:55 pm

1.00 hr

Advanced Issues in Charitability: Food, Energy and the Environment (and then there is Education)

In an increasingly complex world, charities are frequently called upon to address newer and more pressing challenges. Explore the contours and frontiers of charitability as applied to food, energy, the environment, and education—all areas where the boundaries of charitability can blur—and discuss how charities can navigate the legal landscape surrounding these topics.

Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
Lauren Simpson, Patterson Belknap Webb & Tyler LLP - New York, NY
3:55 pm

1.00 hr

"Office Hours" - Key Issues and Questions Facing Private Foundations

Gain insight on key issues and common challenges facing private foundations, and share your own questions with conference faculty and fellow colleagues in this interactive session.

Ruth M. Madrigal, KPMG LLP - Washington, DC
David A. Shevlin, Simpson Thacher & Bartlett LLP - New York, NY
4:55 pm

Adjourn

Day 1 January 23, 2020
Day 2 January 24, 2020

Download Schedule

Conference Faculty

John E. Ansbach

Stroz Friedberg
Dallas, TX

Kelli Archibald

Ernst & Young LLP
Phoenix, AZ

Meghan R. Biss

Caplin & Drysdale, Chartered
Washington, DC

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Hillary Bounds

Chan Zuckerberg Initiative
Redwood City, CA

A. Shonn Brown

Kimberly-Clark Corporation
Irving, TX

Ray Bunyard

Baylor Scott & White Health
Dallas, TX

Ricardo A. Castro

International Rescue Committee
New York, NY

Nishka Chandrasoma

Ford Foundation
New York, NY

Edward T. Chaney

Schell Bray PLLC
Chapel Hill, NC

Catherine Lee Clarke

Hirtle, Callaghan & Co., LLC
Houston, TX

Connie L. Cornell

Cornell Smith Mierl Brutocao Burton, LLP
Austin, TX

Karey Dubiel Dye

Goldman Sachs Philanthropy Fund
Houston, TX

Kimberly Eney

Latham & Watkins LLP
Washington, DC

Kathleen Flynn

New Venture Fund
Washington, DC

Yael Fuchs

Office of the New York State Attorney General
New York, NY

Tom Hamburger

The Washington Post
Washington, DC

Mary T. Henderson

Office of the Attorney General of Texas
Austin, TX

Dawn Hooper

Texas Women's Foundation
Dallas, TX

Bruce R. Hopkins

Bruce R. Hopkins Law Firm, LLC
Kansas City, MO

Tomer Inbar

Patterson Belknap Webb & Tyler LLP
New York, NY

Megan Jellinek

Chan Zuckerberg Initiative
Redwood City, CA

James P. Joseph

Arnold & Porter Kaye Scholer LLP
Washington, DC

David A. Levitt

Adler & Colvin
San Francisco, CA

Jason R. Lilien

Loeb & Loeb LLP
New York, NY

Catherine E. Livingston

Jones Day
Washington, DC

Caren K. Lock

TIAA
Lewisville, TX

Justin J. Lowe

Ernst & Young LLP
Washington, DC

Ruth M. Madrigal

KPMG LLP
Washington, DC

Tina Lundy Melo

Fizer Beck
Houston, TX

Lawrence Mendenhall

American Academy of Ophthalmology and AAO Foundation
San Francisco, CA

Richard W. Meyer

Attorney at Law
Austin, TX

Michelle Michalowski

PwC
Washington, DC

Darren B. Moore

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

Stacy Morey

Office of Oklahoma Attorney General
Oklahoma City, OK

J. Reymundo Ocañas

BBVA USA
Houston, TX

Elizabeth Peters

The William and Flora Hewlett Foundation
Menlo Park, CA

Irina Petrova

Natural Resources Defense Council
New York, NY

John Pomeranz

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

Ross Ramsey

The Texas Tribune
Austin, TX

Alexander L. Reid

Morgan, Lewis & Bockius LLP
Washington, DC

Amy B. Robinson

The Kresge Foundation
Troy, MI

Jonathan Denis Ryan

RAICES
San Antonio, TX

John Sare

Patterson Belknap Webb & Tyler LLP
New York, NY

Melanie Schnoll Begun

Morgan Stanley
New York, NY

Andrew Schulz

Arabella Advisors
Washington, DC

Jane M. Searing

Deloitte
Seattle, WA

Sandro Serra

Pillsbury Winthrop Shaw Pittman LLP
Austin, TX

David A. Shevlin

Simpson Thacher & Bartlett LLP
New York, NY

Lauren Simpson

Patterson Belknap Webb & Tyler LLP
New York, NY

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kristy Bernard Tsadick

The William and Flora Hewlett Foundation
Menlo Park, CA

John Tyler

Ewing Marion Kauffman Foundation
Kansas City, MO

Doug Varley

Caplin & Drysdale, Chartered
Washington, DC

Kay Walther

Blazek & Vetterling
Houston, TX

Carolyn O. "Morey" Ward

Ropes & Gray LLP
Washington, DC

Bridget M. Weiss

Arnold & Porter Kaye Scholer LLP
Washington, DC

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

Planning Committee

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Patterson Belknap Webb & Tyler LLP
New York, NY

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Amy Askari

Philanthropy Southwest
Dallas, TX

Megan E. Bell

Patterson Belknap Webb & Tyler LLP
New York, NY

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Mia Hsu Burton

Michael & Susan Dell Foundation
Austin, TX

Tyree Collier

Thompson & Knight LLP
Dallas, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

DiDomenico Group
Dallas, TX

Karey Dubiel Dye

Goldman Sachs Philanthropy Fund
Houston, TX

Darren B. Moore

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

Norman E. Nabhan

Graystone Consulting
Houston, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Credit Info

Austin

MCLE Credit

Texas – 15.50 hrs | 1.00 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 | 1.00 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 | 1.00 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 – 18.50 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. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast.)

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.

TX Accounting CPE – 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 23-24, 2020 – Four Seasons Hotel

Conference Concluded

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Austin

Individual
Last day for $645.00 Regular pricing: Jan 15, 2020

$695.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $580.00 Regular pricing: Jan 15, 2020

$630.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $516.00 Regular pricing: Jan 15, 2020

$556.00 for registrations received after this time

Last day for cancellation (full refund): Jan 17, 2020

$50 processing fee applied after this date

Last day for cancellation: Jan 20, 2020

Venue

Four Seasons Hotel

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

Accommodations

The room block at The Four Seasons has been exhausted.

Nearby accommodations include:
The LINE Austin
Fairmont Austin
Hampton Inn & Suites
Hyatt Place Downtown
Hilton Austin
Courtyard by Marriott Austin Downtown

Or visit: http://events.hotelsforhope.com/v6/?siteid=34298&CID=LONGHORN to search for a hotel

Parking Information

$16 daily self-parking; $18 daily valet
$45 overnight valet parking
(subject to change)

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.

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 $36 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
Northern Trust Foundation & Institutional Advisors

For over 125 years, Northern Trust has been serving individuals, corporations, institutions and nonprofits worldwide. Northern Trust offers a unique proposition to nonprofit organizations, combining the expertise and perspective gained through generations of service to successful families with the investment management and custody infrastructure required by large institutional clients.

Northern Trust provides specific investment solutions backed by strategic insights and world-class resources. We can serve as a dedicated investment advisor, offering recommendations regarding asset allocation and manager selection or as a fully outsourced CIO, where a financial advisor works with your board of directors and investment committee to design and implement sophisticated investment programs. We have over 37 years of experience managing open architecture multi-manager assets on a discretionary and advisory basis. Our multi-asset class, multi-manager approach blends active and passive investment strategies to develop an optimal portfolio designed to achieve your investment objectives, spending needs and return expectations with the lowest possible level of risk.

Our process of identifying strong and compelling investment strategies has been proven in good and bad economic times. We understand the complex investment challenges that today’s nonprofits face, and most importantly, we blend our expertise and experience to help our clients further their mission.
northerntrust.com
Adler & Colvin, a Law Corporation

Adler & Colvin is a firm of eighteen lawyers devoted exclusively to advising nonprofit organizations and their donors, as well as those who work with them. We focus primarily on federal tax law and state corporate governance issues that arise for our clients. Our firm represents some of the most recognized and respected nonprofits and philanthropic organizations in the country. Our clients include large private foundations and small grassroots organizations, community foundations, operating charities, donor advised fund sponsors, and non-charitable tax-exempt organizations as well. As we are exclusively dedicated to serving the nonprofit sector, we have developed a breadth and depth of practice that includes areas such as charitable gift planning, complex corporate governance, social entrepreneurship, international charitable operations, mission-related and program-related investing, and nonprofit political and legislative lobbying activity. We have been serving the nonprofit sector since 1982.
adlercolvin.com
Blazek & Vetterling

Blazek & Vetterling brings together a collective specialization in nonprofit organizations that we believe is unique. With approximately 50 people working with over 500 tax-exempt organizations, we believe that we bring more focused experience to our nonprofit, governmental, and employee benefit plan clients than any other firm. We are a nationally recognized leader in the nonprofit arena, offering audit, tax, and consulting services to a wide range of organizations. In addition to providing professional accounting services to nonprofit organizations, we teach locally and nationally, write, and serve on boards of directors. Our philosophy of service is to understand the unique issues that nonprofit organizations face and to approach them in a professional, business-oriented manner.
bvcpa.com
Bourland, Wall & Wenzel, P.C.

Bourland, Wall & Wenzel, P.C. (“BWW”) has been providing high-quality legal services since its founding more than 35 years ago. Throughout that time period, representation of nonprofit organizations, including trade and professional associations, has been a key component of the firm’s practice. BWW is located in downtown Fort Worth, Texas. This location has allowed our firm to work on sophisticated legal projects in a “large city” environment while also giving us the unique ability to represent and work closely with entrepreneurs—both on their for-profit projects as well as in their nonprofit endeavors.

BWW has 28 lawyers spread over a number of different practice areas. We consider ourselves a full-service firm, with limited exceptions where we partner with others. As part of our practice areas, we have lawyers skilled in business planning (including general contract law and leasing and rental issues), tax planning, employment law, intellectual property law, litigation, and the law of tax-exempt organizations. While located in the Dallas/Fort Worth Metroplex, we have major clients all over the State of Texas and Southwestern United States (as well as clients that go beyond those primary boundaries). Our clients’ businesses, however, have a much greater reach, as they operate nationally and internationally, resulting in us working on projects well beyond the State of Texas. From the standpoint of exempt organizations, we represent very small local organizations, from booster clubs to library associations, to state-wide and regional charitable organizations, to national organizations and organizations that work internationally.
bwwlaw.com
CliftonLarsonAllen LLP (CLA)

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. Grounded in public accounting, our broad professional services allow us to serve clients more completely. We offer planning and guidance to help you reach your professional and personal goals. You’ll benefit from a national network of highly specialized industry professional- people who understand the strategic, operational, and regulatory issues that affect your organization.

With an unprecedented emphasis on serving privately held businesses and their owners, as well as nonprofits and governmental entities, CLA connects you with a vast network of resources behind the scenes – seamlessly presented and delivered to you. With more than 6,100 people, 120 U.S. locations and a global affiliation, we promise to know you and help you.
CLAconnect.com
Ernst & Young LLP

Your business will only succeed if you build it on a strong foundation and grow it in a sustainable way. At EY, we believe that managing your tax obligations responsibly and proactively can make a critical difference. Our global teams of talented people bring you technical knowledge, business experience and consistency, all built on our unwavering commitment to quality service—wherever you are and whatever tax services you need.

We create highly networked teams that can advise on planning, compliance and reporting and help you maintain constructive tax authority relationships—wherever you operate. Our technical networks across the globe can work with you to reduce inefficiencies, mitigate risk and improve opportunity. Our 50,000 tax professionals, in more than 150 countries, are committed to giving you the quality, consistency and customization you need to support your tax function.
ey.com
Fizer, Beck, Webster, Bentley & Scroggins PC

FizerBeck has a highly-regarded and extensive nonprofit and tax exempt organizations practice, in which we assist clients in creating private foundations and public charities, render tax advice on the operation of tax exempt organizations and plan all forms of present and deferred charitable gifts. In this area, we are frequently called upon to obtain private letter rulings from the IRS, and represent tax exempt organizations before the IRS. In this practice area, we advise directors and trustees as to their rights, powers and duties, and in general, work with nonprofit and tax exempt organizations in all phases of their operations and administrative compliance. Clients range from individuals seeking to establish their own charitable organization to established national charities seeking fundraising, fiduciary and/or other legal advice.
fizerbeck.com
Fuentes Toubia, PLLC

Fuentes Toubia, PLLC, is a law firm dedicated solely to the nonprofit sector. With over 25 years’ experience helping hundreds of nonprofit clients, we understand that every nonprofit’s needs are unique while the sector’s desire to assist others is universal. The firm’s philosophy respects the culture of the philanthropic community: be creative, be efficient, and, most importantly, deliver measureable results. Whether a nonprofit’s legal needs relate to starting-up, tax exemption, deal negotiations, governance, or lobbying, Fuentes Toubia, PLLC, is happy to help.
toubialaw.com
Morgan Stanley Graystone Consulting

An independent business unit of Morgan Stanley, Graystone Consulting has more than 40 years of experience advising institutional clients as a fiduciary. Our boutique business structure, depth of experience and vast resources have helped us grow into one of the most respected investment consulting firms in the U.S. Whether you are looking to reduce expenses, enhance returns or align your mission with your investments, Graystone is your strategic partner. Our research on “Best of Class” 3rd party asset management firms is one of the broadest in the industry, designed to help nonprofits and foundations meet their investment goals. Graystone consults on over 800 Foundations & Endowment clients with a combined $25B in AUM.
morganstanleygc.com/norman.e.nabhan
Goldman Sachs Philanthropy Fund

goldmansachs.com

37th Annual

Nonprofit Organizations Institute

Austin Jan 23-24, 2020 Four Seasons Hotel Conference Concluded

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Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Jan. 23, 2020

Thursday Afternoon, Jan. 23, 2020

Friday Morning, Jan. 24, 2020

Friday Afternoon, Jan. 24, 2020

Conference Faculty

John E. Ansbach

Kelli Archibald

Meghan R. Biss

Jody Blazek

Jonathan S. Blum

Hillary Bounds

A. Shonn Brown

Ray Bunyard

Ricardo A. Castro

Nishka Chandrasoma

Edward T. Chaney

Catherine Lee Clarke

Connie L. Cornell

Karey Dubiel Dye

Kimberly Eney

Kathleen Flynn

Yael Fuchs

Tom Hamburger

Mary T. Henderson

Dawn Hooper

Bruce R. Hopkins

Tomer Inbar

Megan Jellinek

James P. Joseph

David A. Levitt

Jason R. Lilien

Catherine E. Livingston

Caren K. Lock

Justin J. Lowe

Ruth M. Madrigal

Tina Lundy Melo

Lawrence Mendenhall

Richard W. Meyer

Michelle Michalowski

Darren B. Moore

Stacy Morey

J. Reymundo Ocañas

Elizabeth Peters

Irina Petrova

John Pomeranz

Ross Ramsey

Alexander L. Reid

Amy B. Robinson

Jonathan Denis Ryan

John Sare

Melanie Schnoll Begun

Andrew Schulz

Jane M. Searing

Sandro Serra

David A. Shevlin

Lauren Simpson

Nicola Fuentes Toubia

Kristy Bernard Tsadick

John Tyler

Doug Varley

Kay Walther

Carolyn O. "Morey" Ward

Bridget M. Weiss

Maura L. Whelan

Planning Committee

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Joanna Jefferson—Director

Amy Askari

Megan E. Bell

Jody Blazek

Jonathan S. Blum

Mia Hsu Burton

37^th Annual

Austin Jan 23-24, 2020 Four Seasons Hotel
Conference Concluded