2023

Nonprofit Organizations Fundamentals Workshop

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Jan 18, 2023 Four Seasons Hotel
Conference Concluded

Buy

Related products: eConference Materials

PREMIER SPONSOR

EVENT SPONSORS
Frost Wealth Advisors
Your Part-Time Controller, LLC

INSTITUTE SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Ernst & Young LLP
Fizer, Beck, Webster, Bentley & Scroggins, PC
Morgan Stanley Graystone Consulting
Northern Trust Foundation & Institutional Advisors
Ribbon

UNDERWRITER
Goldman Sachs Philanthropy Fund

Download Brochure (PDF)

Overview

The 2023 Nonprofit Organizations Fundamentals Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with 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.

Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Afternoon, Jan. 18, 2023
Fundamentals Presentations (Main Ballroom)

Understanding issues at the center of a nonprofit’s operation is essential. These presentations focus on key areas for both charitable organizations and private foundations, and outline basic concepts and practical guidance for practitioners.

See presentation details and times below – select on registration form.
Form 990 and Form 990-PF Workshops (Small-Group Breakouts)

These workshops are identical sessions designed to provide multiple opportunities throughout the day for instruction and discussion in a small-group format. Please register for the workshop session of your choice.

See presentation details and times below – select on registration form.
12:30 pm

Registration Opens

Includes light refreshments.
1:20 pm

Welcoming Remarks
1:30 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.
CONCURRENT TRACKS
1A/B: Understanding the 501(c) and Governmental Entity Universe
Presiding Officer:
Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
1:30 pm

1.00 hr

Understanding the 501(c) and Governmental Entity Universe

A primer on tax exempt organizations, including an overview of the most common exemptions under 501(c), and a more detailed look at the varied types of 501(c)(3) organizations and their distinguishing characteristics. Share practical insights into setting up new tax exempt organizations and lessons learned from both attorney and accountant perspectives.

Jonathan S. Blum, Polsinelli PC - Dallas, TX
Neely D. Duncan, FORVIS - Dallas, TX
Materials By:
Genevra Williams, Mendrygal Law, PLLC - Dallas, TX
1C: Form 990 Workshop (limited capacity - choose 1)
1:30 pm

1.00 hr

Form 990 Workshop

Walk through Form 990, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

NOTE: All Form 990 Workshops cover the same material. Select only one on the order form.

Melva Scott, Ernst & Young LLP - Fort Worth, TX
Harrison M. Smith, Schmoyer Reinhard LLP - Fort Worth, TX
1D: Form 990-PF Workshop (limited capacity - choose 1)
1:30 pm

1.00 hr

Form 990-PF Workshop

Walk through Form 990-PF, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

NOTE: All Form 990-PF Workshops cover the same material. Select only one on the order form.

Mike Sales, Ernst & Young LLP - Iselin, NJ
Chelsey Ziegler-Scaffidi, Heising-Simons Foundation - Los Altos, CA
2:30 pm

15-Minute Break
2:45 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.
CONCURRENT TRACKS
2A: Public Charities: Compliance and Operational Framework
Presiding Officer:
Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
2:45 pm

1.00 hr

Public Charities: Compliance and Operational Framework for Maintaining Tax Exempt Status

A discussion of what it takes to be tax exempt and to stay that way.

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX
Doug Jones, Husch Blackwell LLP - Austin, TX
2B: Private Foundations: Compliance and Operational Framework
Presiding Officer:
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY
2:45 pm

1.00 hr

Private Foundations: Compliance and Operational Framework for Maintaining Tax Exempt Status

A discussion of what it takes to be tax exempt and to stay that way.

Jody Blazek, Blazek & Vetterling - Houston, TX
Katherine E. David, Steptoe & Johnson PLLC - San Antonio, Texas
2C: Form 990 Workshop (limited capacity - choose 1)
2:45 pm

1.00 hr

Form 990 Workshop

NOTE: All Form 990 Workshops cover the same material. Select only one on the order form.

Melva Scott, Ernst & Young LLP - Fort Worth, TX
Harrison M. Smith, Schmoyer Reinhard LLP - Fort Worth, TX
2D: Form 990-PF Workshop (limited capacity - choose 1)
2:45 pm

1.00 hr

Form 990-PF Workshop

NOTE: All Form 990-PF Workshops cover the same material. Select only one on the order form.

Mike Sales, Ernst & Young LLP - Iselin, NJ
Chelsey Ziegler-Scaffidi, Heising-Simons Foundation - Los Altos, CA
3:45 pm

15-Minute Break
4:00 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.
CONCURRENT TRACKS
3A: Public Charities: Fundraising and Charitable Solicitation Rules
Presiding Officer:
Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
4:00 pm

1.00 hr

Charitable Solicitation Regulation for Public Charities

An overview of the regulatory framework governing charitable fundraising, including the types of activities that are regulated, state registration and reporting requirements, fundraising contracts, and solicitation disclosures. Examine how charitable solicitation activities on the internet are being regulated.

Daniel Buchner, World Wildlife Fund - Washington, DC
Karen I. Wu, Perlman & Perlman, LLP - Washington, DC
3B: Private Foundations: Grantmaking Basics
Presiding Officer:
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY
4:00 pm

1.00 hr

Grantmaking Basics for Private Foundations

An overview of the legal rules for private foundations, and how they tie into the grant development and diligence process, with an interactive discussion of some real-life grantmaking challenges and how to approach them.

Janna Freed, Walton Family Foundation - Jersey City, NJ
Shelley Sweatt, The Priddy Foundation - Wichita Falls, TX
3C: Form 990 Workshop (limited capacity - choose 1)
4:00 pm

1.00 hr

Form 990 Workshop

NOTE: All Form 990 Workshops cover the same material. Select only one on the order form.

Nykolas McKissic, Polsinelli PC - Dallas, TX
Patrick Shields, Ernst & Young LLP - Dallas, TX
3D: Form 990-PF Workshop (limited capacity - choose 1)
4:00 pm

1.00 hr

Form 990-PF Workshop

NOTE: All Form 990-PF Workshops cover the same material. Select only one on the order form.

Jorge Lopez, John D. and Catherine T. MacArthur Foundation - Chicago, IL
Jennifer D. Rhoderick, Ernst & Young LLP - Indianapolis, IN
5:00 pm

15-Minute Break
5:15 P.M. CONCURRENT SESSIONS

Please select on registration form.
CONCURRENT TRACKS
4A: Public Charities: IRS Audits
Presiding Officer:
Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
5:15 pm

1.00 hr

IRS Audits for Public Charities

Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.

Katy Brown, Armanino LLP - San Francisco, CA
R. Bradley Fletcher, Steptoe & Johnson PLLC - Dallas, TX
4B: Private Foundations: IRS Audits
Presiding Officer:
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY
5:15 pm

1.00 hr

IRS Audits for Private Foundations

Audit preparedness should be at the center of any good compliance regime for a private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.

Kurt Coburn, Blazek & Vetterling - Houston, TX
Norah L. Jones, C3 Legal - Chicago, IL
4C: Form 990 Workshop (limited capacity - choose 1)
5:15 pm

1.00 hr

Form 990 Workshop

NOTE: All Form 990 Workshops cover the same material. Select only one on the order form.

Nykolas McKissic, Polsinelli PC - Dallas, TX
Patrick Shields, Ernst & Young LLP - Dallas, TX
4D: Form 990-PF Workshop (limited capacity - choose 1)
5:15 pm

1.00 hr

Form 990-PF Workshop

NOTE: All Form 990-PF Workshops cover the same material. Select only one on the order form.

Jorge Lopez, John D. and Catherine T. MacArthur Foundation - Chicago, IL
Jennifer D. Rhoderick, Ernst & Young LLP - Indianapolis, IN
6:15 pm

Adjourn to Networking Reception (6:15 p.m. - 7:15 p.m.)

Join us for a networking opportunity with faculty and colleagues.

Thank You to Our Sponsor

Download Schedule

Conference Faculty

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Katy Brown

Armanino LLP
San Francisco, CA

Daniel Buchner

World Wildlife Fund
Washington, DC

Kurt Coburn

Blazek & Vetterling
Houston, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Katherine E. David

Steptoe & Johnson PLLC
San Antonio, Texas

Neely D. Duncan

FORVIS
Dallas, TX

R. Bradley Fletcher

Steptoe & Johnson PLLC
Dallas, TX

Janna Freed

Walton Family Foundation
Jersey City, NJ

Doug Jones

Husch Blackwell LLP
Austin, TX

Norah L. Jones

C3 Legal
Chicago, IL

Jorge Lopez

John D. and Catherine T. MacArthur Foundation
Chicago, IL

Nykolas McKissic

Polsinelli PC
Dallas, TX

Jennifer D. Rhoderick

Ernst & Young LLP
Indianapolis, IN

Mike Sales

Ernst & Young LLP
Iselin, NJ

Melva Scott

Ernst & Young LLP
Fort Worth, TX

Patrick Shields

Ernst & Young LLP
Dallas, TX

Harrison M. Smith

Schmoyer Reinhard LLP
Fort Worth, TX

Shelley Sweatt

The Priddy Foundation
Wichita Falls, TX

Genevra Williams

Mendrygal Law, PLLC
Dallas, TX

Karen I. Wu

Perlman & Perlman, LLP
Washington, DC

Chelsey Ziegler-Scaffidi

Heising-Simons Foundation
Los Altos, CA

Planning Committee

Megan E. Bell—Co-Chair

Morgan, Lewis & Bockius LLP
New York, NY

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Morgan, Lewis & Bockius LLP
New York, NY

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Mia Hsu Burton

Wend Collective
Austin, TX

Tyree Collier

Holland & 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

Hillary Evans

Philanthropy Southwest
Dallas, TX

Tony Fundaro

Philanthropy Southwest
Dallas, TX

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Danika Hudik Mendrygal

Mendrygal Law, PLLC
Dallas, TX

Darren B. Moore

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

Norman E. Nabhan

Graystone Consulting
Houston, TX

Jeffrey E. Sher

Fizer Beck
Houston, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

Credit Info

Austin

MCLE Credit

Texas – 4.00 hrs
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 – 4.00 hrs

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 – 5.00 hrs

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.

Pennsylvania – 4.00 hrs

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 4.00 hrs

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

ICB Certified Trust and Financial Advisor (CTFA) – 6.00 hrs

This conference has been approved by the American Bankers Association (ABA) for continuing education credits. Credit approvals are based on the relevance of the program to the ICB's certification exam outline. One credit is awarded for every 50 minutes of relevant instruction. You will receive a downloadable Certificate of Completion for your records. Self-report these credits at https://www.aba.com/training-events/certifications/certified-trust-and-fiduciary-advisor/maintain-ctfa.

Attendee Instructions for Submitting ABA CE Credit

» Attendees must self-submit credit by logging into their Certification Dashboard
» Hover over ‘ADD CE CREDIT’ and select ‘APPROVED NON-ABA CE’
» Enter key word(s) from program title or sponsor name(The University of Texas School of Law) and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission

National Accounting CPE – 5.00 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. 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 – 5.00 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 18, 2023 – Four Seasons Hotel

Conference Concluded

Buy

Austin

Individual
Last day for $225.00 Regular pricing: Jan 11, 2023

$275.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $205.00 Regular pricing: Jan 11, 2023

$255.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $180.00 Regular pricing: Jan 11, 2023

$230.00 for registrations received after this time

Last day for cancellation (full refund): Jan 13, 2023

$50 processing fee applied after this date

Last day for cancellation: Jan 17, 2023

Venue

Four Seasons Hotel

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

Accommodations

Booking instructions will be included in registration confirmation email. Special discounted rate will be available until December 19, 2022. (subject to availability)

Parking Information

$16 Daily self-parking; $18 daily valet
$50 overnight valet parking

Our Sponsors

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

Morgan, Lewis & Bockius LLP

Since its founding in 1873, Morgan Lewis has represented philanthropists and the nonprofit organizations they create through every major development in the tax law. Our tax-exempt organizations team represents institutions of all kinds—corporate, family and institutional foundations, colleges and universities, hospitals, trade associations, religious organizations, governmental entities, cultural organizations, advocacy groups, and many others—in achieving their objectives.
www.morganlewis.com/
Frost Wealth Advisors

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR). One of the 50 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries.

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 $50 billion (as of September 30, 2022) 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/pages/personal-investments.aspx
Your Part-Time Controller, LLC

Your Part-Time Controller, LLC (YPTC) provides customized financial management services for over 1000 nonprofit organizations nationwide. For nearly three decades, YPTC has assisted nonprofit Executive Directors and Board members to more effectively and efficiently accomplish their missions. As a strategic partner to clients, YPTC has the best seat in the house for understanding a client’s needs, including their cash flows, funding streams, financial concerns, and internal control challenges, which lead to personalized, transformative solutions. YPTC recognizes that nonprofit finance never stops, and that financial clarity and transparency are critical to its clients’ organizational success. Learn more about how we can help your nonprofit or check us out at yptc.com. www.yptc.com/
Blazek & Vetterling

Blazek & Vetterling brings together a collective specialization in nonprofit organizations that we believe is unique. With approximately 65 people working with over 700 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.
www.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 29 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.
www.bwwlaw.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.
www.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.
www.fizerbeck.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 $29B in AUM.
graystone.morganstanley.com/norman.e.nabhan
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. We serve as a dedicated investment advisor, offering recommendations regarding asset allocation and manager selection, or as a fully outsourced CIO working with your board of directors and investment committee to design and implement a sophisticated investment program. We have almost four decades 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.
www.northerntrust.com/united-states/what-we-do/wealth-management/nonprofit-services
Ribbon

Ribbon helps organizations save time, money, and effort when starting new charities or managing existing fiscal sponsorships. Our platform gives nonprofits the banking, fundraising, and organizational tools they need to make managing their existing sponsored projects, programs, or groups easy and cost-efficient.

Ribbon also makes starting charities faster by partnering new organizations or projects with existing fiscal sponsors.
getribbon.org/
Goldman Sachs Philanthropy Fund

www.goldmansachs.com

2023

Nonprofit Organizations Fundamentals Workshop

PRESENTED BY The University of Texas School of Law Philanthropy Southwest

Austin Jan 18, 2023 Four Seasons Hotel Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Wednesday Afternoon, Jan. 18, 2023

Conference Faculty

Jody Blazek

Jonathan S. Blum

Katy Brown

Daniel Buchner

Kurt Coburn

Michaela J. Cromar

Katherine E. David

Neely D. Duncan

R. Bradley Fletcher

Janna Freed

Doug Jones

Norah L. Jones

Jorge Lopez

Nykolas McKissic

Jennifer D. Rhoderick

Mike Sales

Melva Scott

Patrick Shields

Harrison M. Smith

Shelley Sweatt

Genevra Williams

Karen I. Wu

Chelsey Ziegler-Scaffidi

Planning Committee

Megan E. Bell—Co-Chair

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Joanna Jefferson—Director

Jody Blazek

Jonathan S. Blum

Mia Hsu Burton

Tyree Collier

Michaela J. Cromar

Lucille DiDomenico

Karey Dubiel Dye

Hillary Evans

Tony Fundaro

Andrea L. March

Danika Hudik Mendrygal

Darren B. Moore

Norman E. Nabhan

Jeffrey E. Sher

Nicola Fuentes Toubia

Kay Walther

Maura L. Whelan

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Four Seasons Hotel

Accommodations

Parking Information

Our Sponsors

Stay in the loop with UT Law CLE

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Jan 18, 2023 Four Seasons Hotel
Conference Concluded