Live Conferences

Austin – The Otis Hotel Austin – Jun 5-6, 2025

Austin – Four Seasons Hotel – Jan 23-24, 2025

Don’t miss the 42nd 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. Join a day early for the Nonprofit Organizations Fundamentals—a perfect overview for new entrants and seasoned practitioners in the field. It provides focused attention on core issues for both private foundations and charitable organizations, as well as opportunities ask questions of experts and colleagues.

Austin – Four Seasons Hotel – Jan 22, 2025

The 2025 Nonprofit Organizations Fundamentals 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 opportunities to ask questions of experts and colleagues.  Continue on for the 42nd Annual 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.

Austin – The Otis Hotel Austin – Jun 13-14, 2024

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. This year's conference will be held on a Thursday - Friday date pattern. Highlights : Recent Developments in College and University Tax Law reviews recent tax law developments that affect the higher education community, such as Congressional legislation, IRS enforcement measures and pronouncements as well as judicial decisions. Legislative and Policy Update; Playing Defense for 2024 and Preparing for 2025, provides insight into what has been and will be occurring in 2024 regarding taxation of universities, their endowments, and examinations of school conduct and governance policies. Managing UBTI to Infinity and Beyond discusses Form 990-T reporting for both alternative investments and other university operations, including additional issues and forms that have arisen during the post pandemic period, such as debt from lines of credit, rent from unused office space, income from tech transfer, income from investments, and energy tax credits, among others. International Jeopardy is an interactive game of Jeopardy with topics highlighting international issues including; BEPS 2.0, indirect and digital taxes, nexus and triggering permanent establishment, NSPM33, 117 compliance, audit notices, and more! Plus, join faculty, planning committee, and attendees at the Thursday Evening Reception.   

Austin – Four Seasons Hotel – Feb 8-9, 2024

Don’t miss the 41st 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. Join a day early for the Nonprofit Organizations Fundamentals—a perfect overview for new entrants and seasoned practitioners in the field. It provides focused attention on core issues for both private foundations and charitable organizations, as well as opportunities ask questions of experts and colleagues.

Austin – Four Seasons Hotel – Feb 7, 2024

The 2024 Nonprofit Organizations Fundamentals 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 opportunities to ask questions of experts and colleagues.  Continue on for the 41st Annual 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.

STUDIO WEBCAST – Oct 6, 2023

10:00 a.m. to 1:30 p.m. (3.00 hr | 3.00 hr ethics)  Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: 10:00 a.m. to 11:00 a.m. (1.00 hr | 1.00 hr ethics) AI and Effective Corporate Governance (Replay) This discussion covers artificial intelligence (AI) fundamentals and business opportunities to utilize AI responsibly and strategically. The panelists also address corporate governance and compliance frameworks to enable boards and business leadership to proactively and effectively manage risks posed by AI. Regina Jones, Baker Hughes - Houston, TX Ryan D. McConnell, R. McConnell Group PLLC - Houston, TX Meagan Baker Thompson, R. McConnell Group PLLC - Austin, TX 11:10 a.m. to 11:55 a.m. (0.75 hr | 0.75 hr ethics) Requests from on High: Keeping In-House Counsel Out of Hot Water (Replay) One of internal counsel’s many functions is to avert problems for their employers. But sometimes in keeping their client away from the fire, they risk being singed. These concerns implicate challenging attorney-client privilege issues, clarity in communicating to employees and management who they represent, educating others about how to maintain confidentiality, engaging the right counsel and consultants for the proper purposes, and knowing when to stay away from direct interaction in depositions, mediations and regulator meetings and interactions, or when to interact directly. Joel Cohen, White & Case LLP - New York, NY 12:05 p.m. to 12:50 p.m. (0.75 hr | 0.75 hr ethics) Ethics on the Edge (Replay) Whether in-house or in private practice, technology lawyers increasingly find themselves counseling clients operating at or beyond the edge of what the law has contemplated—and sometimes with business models so “disruptive” they may even be illegal. Explore the ethics issues that come into play in such situations, through real-world examples of how experienced in-house lawyers have counseled their clients though high-risk innovation and legal uncertainty.   Christopher T. Brown, KASTNER/GRAVELLE LLP - Austin, TX Cara Connolly, Reality Labs at Meta - Austin, TX Catherine Dawson, AffiniPay - Austin, TX  1:00 p.m to 1:30 p.m. (0.50 hr | 0.50 hr ethics) Pro Bono Opportunities for Business Attorneys (Replay) Texas Accountants and Lawyers for the Arts (TALA) offers attorneys the opportunity to work with creatives, non-profits, and others who qualify based on their income on various legal issues such as entity formation, contracts, trademark/patent/copyright filings, and other general legal needs. An in depth discussion on these opportunities as well as give several examples of cases or matters handled by volunteer attorneys. Angela L. Lee, TALA - Austin, TX Adrian Resendez, Brough & Resendez PLLC - Austin, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Austin – Hotel ZaZa Austin Downtown – Jun 5-6, 2023

Live Webcast – Jun 5-6, 2023

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Examine recent tax law developments that affect institutions of higher education, including updates on congressional activity, IRS enforcement measures and pronouncements, and judicial decisions. Two-part session on the effects, opportunities, and impacts of the Inflation Reduction Act on institutions of higher education. Explore UBTI and UBIT communication and risk management techniques.  Gain insight on the tax issues associated with student and other people payments; joint ventures; sponsored research; nonresident alien tax issues; and much more

STUDIO WEBCAST – Jun 2, 2023

10:00 a.m. to 1:20 p.m. (3.00 hr | 3.00 hr ethics)  Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: 10:00 a.m. to 11:00 a.m. (1.00 hr | 1.00 hr ethics) Ethics, and Other Issues in Student-Athlete NIL Deals (REPLAY) Colleges and universities have a complicated role in the rapidly evolving world of student-athlete NIL deals. Explore some of the issues that colleges and universities need to consider, including tricky questions about how to support student-athletes’ efforts to secure NIL deals while also protecting the institution. Amy A. Rodriguez, Adler & Colvin - San Francisco, CA Julie D. Vannatta, The Ohio State University, Retired - Columbus, OH 11:10 a.m. to 12:10 p.m. (1.00 hr | 1.00 hr ethics) Deal Ethics (REPLAY) A discussion on a number of ethical issues that come up in the practice of mergers and acquisitions, including whether the same firm can represent two bidders for the same target, other conflicts of interest, the no-contact rule, managing the lawyer’s duty for truthfulness and protecting the client’s privilege. David I. Albin, Finn Dixon & Herling LLP - Stamford, CT Nathaniel L. Doliner, Carlton Fields - Tampa, FL   12:20 p.m. to 1:20 p.m. (1.00 hr | 1.00 hr ethics)  Mum’s the Word: Maintaining Client Confidentiality while Working from Anywhere and Everywhere (REPLAY) Working remotely and virtual meetings are here to stay. This presentation provides practical suggestions for structuring engagement letters, addressing conflicts of interest, and safeguarding client communications across all mediums. Jeff Chadwick, Winstead PC - The Woodlands, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

STUDIO WEBCAST – Mar 22, 2023

11:45 a.m. to 12:45 p.m. (1.00 hr) Managing Your Workforce in an Age of Mobility, Flexibility and Generational Shifts (REPLAY) Explore the legal, compliance, and employee relations challenges as employees become increasingly dispersed both in terms of geography and expectations, including challenges associated with the rise of remote work, the availability of viable alternatives to traditional employment, and the seemingly growing call for a new understanding of the role of work in life. Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

Austin – Four Seasons Hotel – Jan 19-20, 2023

Don’t miss the 40th 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. Join 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.

Austin – Four Seasons Hotel – Jan 18, 2023

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.

STUDIO WEBCAST – Oct 7, 2022

10:00 a.m. to 1:30 p.m. (3.00 hr | 3.00 hr ethics)  Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: 10:00 a.m. to 11:00 a.m. (1.00 hr | 1.00 hr ethics) Overcoming Imposter Syndrome (REPLAY) Kiele Linroth Pace, Pacefirm Consulting, LLC - Austin, TX   11:10 a.m. to 12:10 p.m. (1.00 hr | 1.00 hr ethics)  Approaches to Privilege During Deposition Breaks (REPLAY) Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX   12:20 p.m. to 12:50 p.m. (0.50 hr | 0.50 hr ethics) Pro Bono Opportunities for Business Attorneys (REPLAY) Angela L. Lee, TALA - Austin, TX Adrian Resendez, Brough & Resendez PLLC - Austin, TX 1:00 p.m. to 1:30 p.m. (0.50 hr | 0.50 hr ethics) What Every Attorney Needs to Know About Cybersecurity (REPLAY) Jennifer S. Freel, Jackson Walker LLP - Austin, TX Co-Author David Springer, Dropbox, Inc. - Austin, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Austin – Sheraton Austin Hotel at the Capitol – Jun 20-21, 2022

Live Webcast – Jun 20-21, 2022

The Higher Education Taxation Institute (HETI) provides a unique forum for college and university tax professionals from around the country to examine and discuss federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Examine recent tax law developments that affect institutions of higher education, including updates on congressional activity, IRS enforcement measures and pronouncements, and judicial decisions. Schedule B and Beyond: Donor Privacy and the Power of the State explores the far reaching consequences of the Supreme Court’s decision in Americans for Prosperity v. Bonta for nonprofit organizations. Hear learning lessons and current discussion on issues a tax manager should consider surrounding a remote workforce. Examine UBIT considerations in three distinct sessions including topics on identifying UBIT on your campus, sponsorships and advertising, and walking through your return. Gain insight on the tax issues associated with cryptocurrency; tax exempt bonds, post issuance compliance, and management contracts; nonresident alien tax issues; and much more. Join us on Sunday for the Higher Education Taxation Essentials program beginning at noon—a great introduction for those new to the higher education tax field and a perfect refresher for those who aren’t.  

Austin – Sheraton Austin Hotel at the Capitol – Jun 19, 2022

Live Webcast – Jun 19, 2022

The ideal introduction for new entrants to the field and the perfect refresher for seasoned practitioners, Higher Education Taxation Essentials provides an overview in key areas such as UBIT; payments and fringe benefits, 501(c)(3) status, and tax reform basics. Stay on for the 10th Annual Higher Education Taxation Institute (HETI), for in-depth coverage of federal tax issues, legislative and regulatory changes, and practical guidance in higher education taxation.

STUDIO WEBCAST – Mar 10, 2022

11:00 a.m. to 12:00 p.m. (1.00 hr) Insights into Cryptocurrency for Nonprofits Join Armanino’s digital assets and nonprofit experts to learn about market trends in cryptocurrency; Bitcoin and how it can diversify your organization’s investment portfolio; and cryptocurrency opportunities for nonprofit organizations.   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Proceeding as Live Webcast – Jan 13-14, 2022

Don’t miss the 39th Annual Nonprofit Organizations Institute—now as a live webcast—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. Join 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.

Proceeding as Live Webcast – Jan 12, 2022

The 2022 Nonprofit Organizations Fundamentals Workshop—now a live webcast—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.  Plus, this year's Financial Literacy Workshop, as well as the Governance Literacy Workshop, provide a small-group opportunity 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.  

Live Webcast – Jun 15-17, 2021

This year’s live webcast of the Higher Education Taxation Institute (HETI) offers a flexible schedule of three partial days with discussions of federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Review recent tax law developments that affect the higher education community, such as Congressional legislation, including the pandemic relief acts, IRS enforcement measures and pronouncements as well as judicial decisions. Hear important consideration from both the Counsel’s office and the Accounting department in Worker Classification: An Overview and Current Developments. Explore the “new normal” and how it impacts your institutions responsibilities with the Nonresident Alien Tax Updates. Hear a panel discuss the Remote Workforce in the wake of COVID-19 including balancing talent retention goals and the risk associated with remote arrangements. The panel is open to answering your questions. Please submit any questions to ConferenceQA@utcle.org.

Live Webcast – Jan 20-22, 2021

This year’s live webcast of the 38th Annual Nonprofit Organizations Institute offers a flexible schedule of three partial days, combining key updates and sector trends each morning, with in-depth “Master Classes” and related interactive breakout discussions on the issues most relevant to your organization or practice. Hear from nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  Join us a day earlier for the Nonprofit Organizations Fundamentals program - a perfect overview for new entrants and seasoned practitioners in the field, providing focused attention on core issues for both private foundations and charitable organizations. This is sure to be engaging for longtime attendees and newcomers alike, and an online event you don’t want to miss!