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31st Annual

Nonprofit Organizations Institute

Austin Jan 16-17, 2014 Four Seasons Hotel
Conference Concluded
Buy
Related products: Materials

PRESENTED BY
The University of Texas School of Law
The Conference of Southwest Foundations


PREMIER SPONSOR
Patterson Belknap Webb & Tyler LLP

EVENT SPONSORS
Frost Wealth Advisors
Thompson & Knight LLP

SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
EY
Fizer, Beck, Webster, Bentley & Scroggins
Fuentes Toubia, PLLC
Weycer, Kaplan, Pulaski & Zuber, P.C.

UNDERWRITER
Goldman Sachs Philanthropy Fund
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Overview

Don't miss the 2014 Nonprofit Organizations Institute at the Four Seasons Austin. Leading nationally recognized experts from private foundations, public charities, law, finance and government illuminate new and developing legislation as well as all the latest legal, tax and governance issues affecting nonprofit organizations.

The 2014 program features targeted tracks on lobbying and political activity, investment and finance, governance and restricted funds, commercial and business activities, and more. Additional highlights include a view from the Treasury Department, The Pulse of the Nonprofit Sector with Independent Sector’s Geoffrey Plague, Bruce Hopkins on the latest tax, regulatory and legislative developments, social media and nonprofit organizations, executive compensation, UBIT, and much more.

Come a day early for the Nonprofit Organizations Primer—a perfect introduction for new entrants to the field or refresher for seasoned practitioners.

  • Buy

Event Schedule

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

  • Day 1 January 16, 2014
  • Day 2 January 17, 2014
  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Jan. 16, 2014
    Presiding Officer:
    Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
  • 7:30 am
    Registration Opens
    Includes continental breakfast.

  • 8:10 am
    Welcoming Remarks

  • 8:30 am
    0.75 hr
    The Pulse of the Nonprofit Sector
    Overview of the current challenges facing charitable, philanthropic and other exempt organizations, and how they may be impacted by ongoing public policy debates in Washington.

    Geoffrey Plague, Independent Sector - Washington, DC

  • 9:15 am
    0.75 hr
    Disaster Relief
    Disaster relief—what nonprofits need to know when disaster hits home.

    Moderator:
    MariBen Ramsey, Austin Community Foundation - Austin, TX
    Panelists:
    Ashley Allison, Waco Foundation - Waco, TX
    Carolyn O. "Morey" Ward, Ropes & Gray LLP - Washington, DC

  • 10:00 am
    Break

  • LOBBYING AND POLITICAL ACTIVITY
    Presiding Officer:
    Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
  • 10:15 am
    0.75 hr
    Lobbying and Effective Advocacy
    Advocacy as part of an effective program and the rules that govern public policy advocacy activities, including federal tax, ethics, and lobbying disclosure laws.

    Katherine L. Karl, American Cancer Society, Inc. - Washington, DC
    Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC

  • 11:00 am
    0.75 hr
    Regulation of Political Campaign Activity of Tax-Exempt Organizations
    Nonprofits face an array of restrictions on their political activity. This session addresses the ability of various types of tax-exempt organizations to engage in candidate-related activities, both partisan and non-partisan, with an emphasis on the activities of 501(c)(3) charities and 501(c)(4) social welfare organizations. The impact of the Supreme Court's decisions in Citizens United and other recent cases, the continuing controversy over the Internal Revenue Service's processing of tax-exemption applications, and some proposals to fix perceived problems with the current legal and regulatory framework are also considered.

    Rosemary E. Fei, Adler & Colvin - San Francisco, CA
    William H. Minor, DLA Piper LLP US - Washington, DC

  • 11:45 am
    Pick Up Lunch

  • INVESTMENT AND FINANCE
    Presiding Officer:
    Richard W. Meyer, Attorney at Law - Austin, TX
  • 10:15 am
    0.75 hr
    Investment Oversight
    Volunteer board members often find that managing foundation and endowment assets effectively can be a challenging undertaking. The essential components of a successful investment strategy are addressed from an interdisciplinary framework.

    Christopher E. Blume, Goldman Sachs Institutional Client Solutions - New York, NY
    Karey Dubiel Dye, Goldman Sachs & Co - Houston, TX
    Robin Krause, Patterson Belknap Webb & Tyler LLP - New York, NY

  • 11:00 am
    0.75 hr
    View from the Accounting Side
    Reading and understanding nonprofit audited financial statements and identifying trends in liquidity and restrictions on assets. An interactive session with examples of hidden secrets in the financial statements.

    Kay Walther, Blazek & Vetterling - Houston, TX

  • 11:45 am
    Pick Up Lunch

  • Thursday Afternoon, Jan. 16, 2014
    Presiding Officer:
    Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
  • LUNCHEON PRESENTATION
  • Thank You To Our Luncheon Sponsor
    Thompson & Knight LLP

  • 12:00 pm
    0.75 hr
    What’s Coming from a Tax Policy Standpoint
    A view from the Treasury Department.

    M. Ruth M. Madrigal, U.S. Department of Treasury - Washington, DC

  • 12:45 pm
    Break

  • PRIVATE FOUNDATION
    Presiding Officer:
    Joyce Hellums, EY - Austin, TX
  • 1:00 pm
    1.00 hr
    What Is and Isn’t a Taxable Expenditure?
    Private foundations have many opportunities to accomplish their missions, including gifts to public charities that lobby but don't electioneer, ER grants to non‐public charities, support for foreign entities (including equivalency issues and new rules on reliance), programs conducted by a PF itself, grants to individuals, and program‐related investments. Sample forms and checklists are provided.

    Jody Blazek, Blazek & Vetterling - Houston, TX

  • 2:00 pm
    1.00 hr
    Generational Transition, Planning and Strategic Philanthropy
    Explore various aspects of private foundations and compare them to other charitable vehicles. Issues discussed include promoting young generation involvement and preserving founder intent.

    Tyree Collier, Thompson & Knight LLP - Dallas, TX
    David M. Rosenberg, Thompson & Knight LLP - Dallas, TX

  • 3:00 pm
    Break

  • 3:15 pm
    1.00 hr
    Re-structuring a Not-So-New and Not-So-Compliant Private Foundation: Who Needs Lawyers and Accountants Anyway?
    The impulse to create a private foundation to fulfill one's philanthropic goals is not always followed by the care and planning necessary to ensure success. Unfortunately, good intentions and rules of thumb alone are not enough to avoid legal and regulatory pitfalls. Examine common trouble spots such as formalizing processes for grantmaking and expenses, dealing with founders, and navigating intersections between the foundation and the family office.

    Andrew Schulz, Foundation Source - Washington, DC

  • Open Discussion:
  • 4:15 pm
    1.00 hr
    Step Inside this House: A General Counsel’s View
    In-house counsel share their respective experiences and management tools by presenting a "Top Ten" list of the things that could keep you awake at night.

    Beverly Jones, American Society for the Prevention of Cruelty to Animals - New York, NY
    Angela F. Williams, YMCA of the USA - Chicago, IL
    Ellen D. Willmott, The Susan G. Komen Foundation, Inc. - Dallas, TX

  • 5:15 pm
    Adjourn to Reception

  • POTPOURRI
    Presiding Officer:
    Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
  • 1:00 pm
    1.00 hr
    “Thank You Very Much, But...”
    Discussion of charitable solicitation issues and donor care. Learn when to accept, how to keep your alliance with donors alive and well, and how to avoid the legal pitfalls and traps for the unwary with gift-receipt policy and acknowledgement best practices.

    Lyn Berman, Attitudes & Attire - Dallas, TX
    Melody Timinsky, Volunteers of America - Euless, TX
    Susan Jeter Wommack, Baylor University - Waco, TX

  • 2:00 pm
    1.00 hr
    The Increasingly Virtual Nonprofit: Legal Traps for the Unwary
    Explore the next generation of legal issues being created by modern technology in the workplace. From privacy concerns created by enhanced monitoring capabilities to FLSA issues created by mobile workers, and from the application of the Stored Communications Act to employee email and social media usage, to the evolving scope of employer liability for remote-employee safety and third-party injuries, this session provides a look at the latest cases and trends and provides practical considerations for corporate professionals and employees alike.

    Jason Boulette, Boulette & Golden L.L.P. - Austin, TX
    Tracy-Elizabeth Clay, Teach For America, Inc. - Chicago, IL

  • 3:00 pm
    Break

  • 3:15 pm
    1.00 hr
    Intellectual Property Issues for Nonprofits
    Intellectual property is an essential component of many charitable organizations’ missions and programs. A look at the unique legal issues facing charitable organizations in the creation, use, protection and commercialization of their intellectual property, as well as practical considerations in deciding whether or not to assert rights in certain types of intellectual property.

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

  • Open Discussion:
  • 4:15 pm
    1.00 hr
    Social Media
    Explore how the explosion of social media platforms are transforming how foundations, public charities and social welfare organizations accomplish their good work. Discussion includes the rules and legal risks regarding nonprofit advocacy, fundraising and voter registration on the web.

    Karen Bantuveris, VolunteerSpot - Austin, TX
    Kelli King-Jackson, The Simmons Foundation - Houston, TX
    Lawrence K. Mendenhall, Humanity United - San Francisco, CA

  • 5:15 pm
    Adjourn to Reception

  • Thank You To Our Reception Sponsor
    Frost Wealth Advisors

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Jan. 17, 2014
    Presiding Officers:
    Lucille DiDomenico, Conference of Southwest Foundations, Inc. - Dallas, TX
    Pamela Jamieson, Conference of Southwest Foundations, Inc. - Dallas, TX
  • 8:00 am
    Conference Room Opens
    Includes continental breakfast.

  • 8:30 am
    1.00 hr
    Year in Review
    Review current developments, including legislation, regulations, IRS rulings and court opinions with emphasis on: qualification for exemption, application process, public charity rules, IRS audit and compliance check activity, governance, unrelated business, joint ventures, private inurement and private benefit, intermediate sanctions, legislative and political activity, supporting organizations, donor-advised funds, endowments, and planned and other charitable giving.

    Bruce R. Hopkins, Polsinelli PC - Kansas City, MO

  • 9:30 am
    0.75 hr
    Executive Compensation
    As a result of greater stakeholder scrutiny and the proliferation of publicly available data, determining compensation levels for nonprofit executives is more important than ever. A focus on the reporting practices and processes that can help your organization set competitive yet defensible compensation levels.

    Larry Brauer, EY - Washington, DC
    James F. Wynn II, Quatt Associates - Washington, DC

  • 10:15 am
    Break

  • GOVERNANCE AND RESTRICTED FUNDS
    Presiding Officers:
    Lucille DiDomenico, Conference of Southwest Foundations, Inc. - Dallas, TX
    Pamela Jamieson, Conference of Southwest Foundations, Inc. - Dallas, TX
  • 10:30 am
    0.75 hr
    The Not-So-Well-Governed Charity
    It has been demonstrated that boards who use appropriate governance training tools have a greater ability to help their nonprofit achieve organizational excellence and mission impact. Gain practical tips and hear real-life examples of how a lack of good governance strategies can hamper the nonprofit in performing its best work and meeting community needs.

    Johnny R. Buckles, University of Houston Law Center - Houston, TX
    Cynthia B. Nunn, Center for Nonprofit Management - Dallas, TX

  • 11:15 am
    0.75 hr
    Nonprofit Workout
    Nonprofits do not always operate as expected. When this happens, strategies are necessary to address the situation. Discussion of various nonprofit shortcomings and strategies to rectify them.

    Michael V. Bourland, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
    Susan K. Staricka, Office of the Attorney General - Austin, TX
    Materials By:
    Megan C. Sanders, Fort Worth, TX

  • 12:00 pm
    0.75 hr
    Endowments
    The Uniform Prudent Management of Institutional Funds Act (UPMIFA), now the law in 49 states, affects virtually every charitable organization. Learn about some of the practical issues of life under UPMIFA—decision-making about the annual endowment draw and its allocation among different endowment funds, documentation of that decision-making process, and the crafting of endowment restrictions.

    John Sare, Patterson Belknap Webb & Tyler LLP - New York, NY

  • 12:45 pm
    Pick Up Lunch

  • COMMERCIAL/BUSINESS ACTIVITIES
    Presiding Officer:
    Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, TX
  • 10:30 am
    0.75 hr
    UBIT: Advanced Issues and Practical Applications
    Using case studies, walk through several real-life examples and learn how to take a great money-making idea from inception to fruition. Each case presents and discusses both the critical business and legal issues, and offers unique ideas to address potential UBIT concerns. Licensing, corporate sponsorships, unrelated debt financed income, commercial services and internet activities are also considered.

    Greg D. Lee, LIVESTRONG - Austin, TX
    Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX

  • 11:15 am
    0.75 hr
    Unrelated Business Activities: Strategies for Coping
    How much is too much? Explore options for dealing with unrelated activities as they start becoming substantial, including structuring a spin-off of an unrelated activity, equity and other forms of compensation. On-going relationships and other issues are also addressed.

    William H. Caudill, Norton Rose Fulbright LLP - Houston, TX

  • 12:00 pm
    0.75 hr
    De-Mystifying Program-Related Investments
    Overview of the legal requirements for making program-related investments, with practical advice on how to use PRIs as part of your grant-making strategy.

    Christine Looney, Ford Foundation - New York, NY
    Kenneth T. Monteiro, Ford Foundation - New York, NY

  • 12:45 pm
    Pick Up Lunch

  • Friday Afternoon, Jan. 17, 2014
  • LUNCHEON PRESENTATION
  • 1:00 pm
    1.00 hr ethics
    Privilege and Managing an Internal Investigation
    The attorney-client privilege and the attorney work-product doctrine offer valuable protections that enable attorneys to advise clients and prepare for litigation. However, in practice, establishing and preserving that privilege while conducting an internal investigation can be difficult or impossible. Learn when to use an attorney to conduct the investigation.

    Frank Sommerville, Weycer, Kaplan, Pulaski & Zuber, P.C. - Arlington, TX

  • 2:00 pm
    Adjourn

  • Day 1 January 16, 2014
  • Day 2 January 17, 2014
Download Schedule

Conference Faculty

Ashley Allison

Waco Foundation
Waco, TX

Karen Bantuveris

VolunteerSpot
Austin, TX

Lyn Berman

Attitudes & Attire
Dallas, TX

Jody Blazek

Blazek & Vetterling
Houston, TX

Christopher E. Blume

Goldman Sachs Institutional Client Solutions
New York, NY

Jason Boulette

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

Michael V. Bourland

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

Larry Brauer

EY
Washington, DC

Johnny R. Buckles

University of Houston Law Center
Houston, TX

Laura E. Butzel

Patterson Belknap Webb & Tyler LLP
New York, NY

William H. Caudill

Norton Rose Fulbright LLP
Houston, TX

Tracy-Elizabeth Clay

Teach For America, Inc.
Chicago, IL

Tyree Collier

Thompson & Knight LLP
Dallas, TX

Karey Dubiel Dye

Goldman Sachs & Co
Houston, TX

Rosemary E. Fei

Adler & Colvin
San Francisco, CA

Bruce R. Hopkins

Polsinelli PC
Kansas City, MO

Beverly Jones

American Society for the Prevention of Cruelty to Animals
New York, NY

Katherine L. Karl

American Cancer Society, Inc.
Washington, DC

Kelli King-Jackson

The Simmons Foundation
Houston, TX

Nancy A. Kopans

ITHAKA
New York, NY

Robin Krause

Patterson Belknap Webb & Tyler LLP
New York, NY

Greg D. Lee

LIVESTRONG
Austin, TX

Christine Looney

Ford Foundation
New York, NY

M. Ruth M. Madrigal

U.S. Department of Treasury
Washington, DC

Lawrence K. Mendenhall

Humanity United
San Francisco, CA

William H. Minor

DLA Piper LLP US
Washington, DC

Kenneth T. Monteiro

Ford Foundation
New York, NY

Cynthia B. Nunn

Center for Nonprofit Management
Dallas, TX

Geoffrey Plague

Independent Sector
Washington, DC

MariBen Ramsey

Austin Community Foundation
Austin, TX

Alexander L. Reid

Morgan, Lewis & Bockius LLP
Washington, DC

David M. Rosenberg

Thompson & Knight LLP
Dallas, TX

Megan C. Sanders

Fort Worth, TX

John Sare

Patterson Belknap Webb & Tyler LLP
New York, NY

Andrew Schulz

Foundation Source
Washington, DC

Frank Sommerville

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

Susan K. Staricka

Office of the Attorney General
Austin, TX

Melody Timinsky

Volunteers of America
Euless, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Carolyn O. "Morey" Ward

Ropes & Gray LLP
Washington, DC

Angela F. Williams

YMCA of the USA
Chicago, IL

Ellen D. Willmott

The Susan G. Komen Foundation, Inc.
Dallas, TX

Susan Jeter Wommack

Baylor University
Waco, TX

James F. Wynn II

Quatt Associates
Washington, DC

Planning Committee

Joyce Hellums—Co-Chair

EY
Austin, TX

Tomer Inbar—Co-Chair

Patterson Belknap Webb & Tyler LLP
New York, NY

Jody Blazek

Blazek & Vetterling
Houston, TX

Michael V. Bourland

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

Johnny R. Buckles

University of Houston Law Center
Houston, TX

William H. Caudill

Norton Rose Fulbright LLP
Houston, TX

Alan Chang

Albert & Ethel Herzstein Charitable Foundation
Houston, TX

Michaela J. Cromar

Sanford, Baumeister & Frazier, LLP
Fort Worth, TX

Laura Hansen Dean

The University Of Texas At Austin
Austin, TX

Lucille DiDomenico

Conference of Southwest Foundations, Inc.
Dallas, TX

Karey Dubiel Dye

Goldman Sachs & Co
Houston, TX

Jayne J. Grimes

Wells Fargo Wealth Management
Dallas, TX

Frances Leos Martinez

Texas C-Bar and Entrepreneurship and Community Development Clinic, The University of Texas School of Law
Austin, TX

Richard W. Meyer

Attorney at Law
Austin, TX

Coleith Molstad

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

MariBen Ramsey

Austin Community Foundation
Austin, TX

David M. Rosenberg

Thompson & Knight LLP
Dallas, TX

Gregory J. Smith

The University of Texas School of Law
Austin, TX

Morgan L. Souza

KPMG LLP
Dallas, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Michelle M. Turner

The University of Texas School of Law
Austin, TX

Ronald S. Webster

Fizer, Beck, Webster, Bentley & Scroggins
Houston, TX

Carol Yonack

Carol Yonack & Associates
Dallas, TX

Credit Info

  • Austin
MCLE Credit
Toggle view Texas – 12.75 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.
Toggle view California – 12.75 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.  
Toggle view New York – 15.00 hrs  |  1.00 hrs Ethics
As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines (PDF).

 You must claim and certify your credit online in your UTCLE "Briefcase", and will then be provided a Certificate of Attendance for your records. Self-report your CLE credit directly to the New York State Bar Association. UT Law CLE will maintain Attendance Records for four years.  
Toggle view Oklahoma – 15.00 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.
Toggle view Oklahoma – 1.00 hr
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
Toggle view Certified Financial Planner (CFP) – 8.00 hrs
This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/
Toggle view National Accounting CPE – 15.00 hrs
The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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

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

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

Key Dates

Austin – Jan 16-17, 2014 – Four Seasons Hotel
Conference Concluded
Buy
  • Austin
Individual
Last day for $495.00 Regular pricing: Jan 8, 2014

$545.00 for registrations received after this time

Group 10% (5-9) (5 registrants minimum)
Last day for $450.00 Regular pricing: Jan 8, 2014

$500.00 for registrations received after this time

Group 20% (10+) (10 registrants minimum)
Last day for $400.00 Regular pricing: Jan 8, 2014

$450.00 for registrations received after this time

Last day for cancellation (full refund): Jan 10, 2014

$50 processing fee applied after this date

Last day for cancellation: Jan 13, 2014

Venue

speaker

Four Seasons Hotel

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

Accommodations

$235.00 good through Dec 16, 2013 (subject to availability).

Reserving your room online?  Please use the following corporate/promo code: UTCL0115.

Please note: online reservations can only be accepted for conference-related room nights (January 15-17, 2014). Please contact the Four Seasons Hotel Reservations Department directly at 512.685.8100 if you’d like to extend your stay.

Parking Information

Limited self-parking $12 day of event
Valet parking $16 daily and $32.50 overnight
(subject to change)

Our Sponsors

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

  • Patterson Belknap Webb & Tyler LLP logo
    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 almost 90 years, to the firm’s beginnings. We represent tax-exempt organizations in all aspects of their operations and management, and the legal needs of our exempt organization clients cover the spectrum of the firm’s practice areas. As a result, lawyers in every practice area of our 200 attorney firm have substantial experience advising exempt organizations. Our varied clients include museums, fine arts and performing arts organizations, public-private partnerships in global health, colleges and universities, social welfare organizations, advocacy groups, environmental organizations, trade associations, and private foundations of all types, including family foundations and corporate foundations. www.pbwt.com
  • Frost Wealth Advisors logo
    Frost Wealth Advisors
    Frost has a team of professionals who work together towards a common goal: to help you achieve financial security. Today the Frost Wealth Advisors are responsible for more than $25 billion in assets of individuals, families, businesses and non-profit institutions. You can count on us for investment management, trust administration, estate and financial planning, real estate, oil and gas management, retirement plan management, tax planning and wealth management. Frost has built a legacy of involvement with the communities it serves, especially with the organizations that provide for the betterment of the community. In fact, we have a dedicated group of specialists in our Public Finance Division who understand the specialized financing, treasury, investment and insurance needs of Texas governmental and non-profit institutions including educational, religious and healthcare organizations. www.frostbank.com
  • Thompson & Knight LLP logo
    Thompson & Knight LLP
    Established in 1887, Thompson & Knight LLP today is a global firm known for our capabilities in energy finance, taxation, business transactions, and an ability to resolve our clients' controversies in or out of court. The Firm has approximately 350 attorneys with U.S. offices in Texas, California and New York and international offices and associations in Mexico, North Africa, Europe, and Asia. Thompson & Knight LLP has unique expertise and depth in the nonprofit organizations area, with an extensive history of representation of a variety of different types and sizes of nonprofit organizations. www.tklaw.com

  • Goldman Sachs Philanthropy Fund

    Goldman Sachs Philanthropy Fund
    www.goldmansachs.com

  • Blazek & Vetterling

    Blazek & Vetterling
    www.bvcpa.com
  • Bourland, Wall & Wenzel, P.C. logo
    Bourland, Wall & Wenzel, P.C.
    www.bwwlaw.com
  • EY logo
    EY
    www.ey.com
  • Fizer, Beck, Webster, Bentley & Scroggins logo
    Fizer, Beck, Webster, Bentley & Scroggins
    www.fizerbeck.com
  • Fuentes Toubia, PLLC logo
    Fuentes Toubia, PLLC
    www.toubialaw.com
  • Weycer Kaplan Pulaski & Zuber, P.C. logo
    Weycer Kaplan Pulaski & Zuber, P.C.
    www.wkpz.com
Download Sponsor Details Become a Sponsor
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