Overview

Don’t miss the 2015 Nonprofit Organizations Institute at the Four Seasons Austin. Leading nationally recognized experts from private foundations, public charities, law, finance and government discuss the latest tax, legislative and governance issues affecting nonprofit organizations.

2015 program highlights include:
  • TE/GE Commissioner of the IRS, Sunita B. Lough, provides an overview of the changes at the IRS and in the nonprofit sector over the past year
  • In-depth, targeted tracks cover charitable giving, investment management, private foundation issues, structuring and operating, effective oversight, and new frontiers for charitable organizations
  • Bruce Hopkins, Polsinelli, PC, Kansas City, MO, explores current developments in the nonprofit industry
  • Gain insight from  into what every nonprofit organization needs to know about complying with the Affordable Care Act
  • Hear from Johnny R. Buckles, University of Houston Law Center, Houston, TX, on ethical considerations in representing nonprofit organizations
  • Network with program faculty and attendees at Wednesday and Thursday Evening Receptions
  • Earn CLE credit, CPE credit (NASBA) and CFP credit
Come a day early for the Nonprofit Organizations Primer—a perfect introduction for new entrants to the field or a refresher for seasoned practitioners. 
 

Event Schedule

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

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Jan. 15, 2015
    Presiding Officer:
    Joyce Hellums, Ernst & Young LLP - Austin, TX
  • 7:30 am
    Registration Opens
    Includes continental breakfast.

  • 8:10 am
    Welcoming Remarks

  • 8:15 am
    1.00 hr
    A View of the Sector from the Trenches
    In-house counsel, former legislation counsel for the Joint Committee on Taxation and the former IRS Exempt Organizations manager share their views on current trends and developments to come.

    Moderator:
    Robert A. Wexler, Adler & Colvin - San Francisco, CA
    Panelists:
    Stephen M. Clarke, Ernst & Young LLP - Washington, DC
    Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC

  • 9:15 am
    0.75 hr
    Public-Private Partnerships: Why and How?
    A discussion of real-world experiences in how innovative use of public‑private partnerships can help spur community development, expand entrepreneurial engagement and enhance the nonprofit sector’s delivery of quality service.

    Tracy Kartye, The Annie E. Casey Foundation - Baltimore, MD
    John Tyler, Ewing Marion Kauffman Foundation - Kansas City, MO

  • 10:00 am
    Break

  • CONCURRENT TRACKS
  • Charitable Giving
    Presiding Officer:
    Joyce Hellums, Ernst & Young LLP - Austin, TX
  • 10:15 am
    0.75 hr
    Structured Charitable Giving Strategies: From Plain Vanilla to Rocky Road
    Explore the key charitable giving structures used by charitable organizations to attract donors in an increasingly competitive donor environment, including the varied flavors of the charitable remainder trust and charitable lead trust and the challenges and opportunities these structures present for charities and their donors.

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

  • 11:00 am
    0.75 hr
    Gifts from Cousin Eddie: Acceptance, Ownership and Management by Charities of Unusual Assets
    Learn about the donation of unusual assets and how best to handle them. The elements of a gift acceptance policy and structures for limiting liability that might be associated with these assets once contributed are also explored.

    Michael V. Bourland, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
    David M. Rosenberg, Thompson & Knight LLP - Dallas, TX

  • 11:45 am
    Pick Up Lunch
    Included in registration.

  • Investment Management
    Presiding Officer:
    Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
  • 10:15 am
    0.75 hr
    Understanding Your Investment Portfolio
    Understanding the elements of a prudent investment portfolio, terminology, the role of alternative investments and risk mitigation strategies.

    Christopher E. Blume, Goldman Sachs Institutional Client Solutions - New York, NY

  • 11:00 am
    0.75 hr
    Investment Management and Oversight of Institutional Funds: Developing a Process for Fiduciaries
    Identify the responsibilities of Boards and investment committees in overseeing investment decisions and examine the anatomy of an investment policy and applicable state regulation.

    William F. Jarvis, Commonfund Institute - Wilton, CT
    Norman E. Nabhan, Graystone Consulting - Houston, TX

  • 11:45 am
    Pick Up Lunch
    Included in registration.

  • Thursday Afternoon, Jan. 15, 2015
    Presiding Officer:
    Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
  • LUNCHEON PRESENTATION
  • Thank You To Our Luncheon Sponsor
    Thompson & Knight LLP

  • 12:05 pm
    0.75 hr
    A View from the IRS: A Year of Change
    An overview of the changes at the IRS and in the nonprofit sector over the past year.

    *Note: The Internal Revenue Service and the U.S. Department of the Treasury are not sponsoring the luncheon and their participation in the luncheon is not intended as an endorsement of the luncheon or the sponsors.

    Sunita B. Lough, TE/GE Commissioner, Internal Revenue Service - Washington, DC

  • 12:50 pm
    Break

  • CONCURRENT TRACKS
  • Private Foundation Issues
    Presiding Officer:
    Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
  • 1:05 pm
    1.00 hr
    Life Cycle of a Private Foundation
    Advanced issues facing private foundations from creation to spend-down.

    Andrew Schulz, Arabella Advisors - Washington, DC
    Carolyn O. "Morey" Ward, Ropes & Gray LLP - Washington, DC

  • 2:05 pm
    1.00 hr
    Self-Dealing and Other Complex Compliance Issues
    How to face violations of the self-dealing, mandatory payout, and taxable expenditure sanctions imposed on private foundations. Learn how violations arise, how to prevent them, how to fix (correct) them, and strategies for reporting them on the Form 990-PF and 4720.

    Jody Blazek, Blazek & Vetterling - Houston, TX

  • 3:05 pm
    Break

  • 3:15 pm
    1.00 hr
    The Private Foundation Audit: Strategies for Coping
    An overview of the revised examination guidelines, some recent IRS exam history, how to be prepared for examination and the needed documentation for compliance, with comments from both the organization and external advisor perspectives.

    Tricia Johnson, Ernst & Young LLP - Cincinnati, OH
    Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, TX

  • Open Discussion
  • 4:15 pm
    1.00 hr
    Transparency and Compliance: A General Counsel's View
    Learn about the challenges with creating a culture of openness, transparency and compliance at nonprofit organizations while protecting privacy and confidentiality.

    Moderator:
    Frank Sommerville, Weycer Kaplan Pulaski & Zuber, P.C. - Arlington, TX
    Panelists:
    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 Breast Cancer Foundation, Inc. - Dallas, TX

  • 5:15 pm
    Adjourn to Reception
    Join us for a networking opportunity with faculty and colleagues.

    THANK YOU TO OUR RECEPTION SPONSOR
    ​Frost Wealth Advisors

  • CONCURRENT TRACKS
  • Structuring and Operating
    Presiding Officer:
    MariBen Ramsey, Austin Community Foundation - Austin, TX
  • 1:05 pm
    1.00 hr
    Alternative Operating Structures, Governance Best Practices and Fraud Risk Management
    Nonprofit organizations have many organizational options for their mission-driven activities. Weigh the pros and cons of various options in the context of managing risk—both to the assets of the organization as well as its tax-exempt status—and explore the important role of governing boards in establishing fraud deterrence, prevention and detection programs in order to assure stakeholders that their assets and interests are secure.

    David L. Cotton, Cotton & Company LLP - Alexandria, VA
    Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX

  • 2:05 pm
    1.00 hr
    The Increasingly Virtual Nonprofit: Big Data—The Beginning of the End
    Gain insight into the nascent movement to bring data-driven analytical rigor to employment decision-making and the effect “big data” HR practices are expected to have on the prosecution and defense of employment-related legal claims.

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

  • 3:05 pm
    Break

  • 3:15 pm
    1.00 hr
    Navigating the Lobbying Rules for Effective Advocacy: An In-House Perspective
    An in-house counsel perspective on the lobbying rules for public charities and foundation funders, including a brief overview of the rules with a focus on what is essential for staff and volunteers to know, what an effective training program looks like, and how public charities can work with private foundation funders on advocacy programs.

    Katherine L. Karl, American Cancer Society, Inc. - Washington, DC
    Elizabeth Peters, The William and Flora Hewlett Foundation - Menlo Park, CA
    Commentator:
    Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY

  • Open Discussion
  • 4:15 pm
    1.00 hr
    Managing Your Brand in a Social Media World
    How nonprofits increasingly use social media to engage with the world and accomplish their missions, what tools are out there and how best to manage the legal risks and traps for the unwary.

    Tim Isgitt, Humanity United - San Francisco, CA
    Lawrence K. Mendenhall, Humanity United - San Francisco, CA

  • 5:15 pm
    Adjourn to Reception
    Join us for a networking opportunity with faculty and colleagues.

    THANK YOU TO OUR RECEPTION SPONSOR
    ​Frost Wealth Advisors

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Jan. 16, 2015
    Presiding Officer:
    Jody Blazek, Blazek & Vetterling - Houston, TX
  • 7:30 am
    Conference Room Opens
    Includes continental breakfast.

  • 8:00 am
    1.00 hr ethics
    Ethics Breakfast: Ethical Considerations in Representing Nonprofit Organizations
    Fundamental principles and rules of professional responsibility governing legal counsel in their representation of charities and other nonprofit organizations.

    Johnny R. Buckles, University of Houston Law Center - Houston, TX

  • 9:00 am
    1.00 hr
    State Trends in Governance and Regulatory Oversight
    Explore significant regulatory initiatives, enforcement actions and governance trends from both the governmental and private sector perspective.

    Jason R. Lilien, Zuckerman Spaeder LLP - New York, NY
    Susan K. Staricka, Office of the Attorney General - Austin, TX

  • 10:00 am
    Break

  • 10:15 am
    1.00 hr
    Healthcare and Your Organization: Understanding and Complying with the Affordable Care Act
    What every nonprofit organization needs to know about complying with the Affordable Care Act and its impact.

    Catherine E. "Cathy" Livingston, Jones Day - Washington, DC

  • 11:15 am
    Pick Up Lunch
    Included in registration.

  • Friday Afternoon, Jan. 16, 2015
    Presiding Officer:
    Norman E. Nabhan, Graystone Consulting - Houston, TX
  • LUNCHEON PRESENTATION
  • 11:35 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

  • 12:35 pm
    Break

  • CONCURRENT TRACKS
  • Effective Oversight
    Presiding Officer:
    Norman E. Nabhan, Graystone Consulting - Houston, TX
  • 12:50 pm
    0.75 hr
    Fiduciary Duty: The Dos and Don'ts of Nonprofit Board Service and Their Advisers
    Discuss the basic fiduciary duties and obligations applicable to Board members of a nonprofit corporation, training new Board members on their fiduciary duties and advising Boards on their obligations.

    Jay M. Chadha, Norton Rose Fulbright - Houston, TX

  • 1:35 pm
    0.75 hr
    Risky Business:  A Guide to Minimizing the Perils of Nonprofit Management
    Identify the most risky areas of nonprofit operations, discuss internal controls to mitigate these risks and outline the role that good governance plays in risk management.

    Rachel Luna, Southwest Key Programs - Austin, TX
    Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX

  • 2:20 pm
    0.75 hr
    Executive Compensation, Related Party Transactions and Intermediate Sanctions
    Analyze the issues organizations face in reviewing, deciding and documenting executive compensation and related party transactions.

    Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
    James F. Wynn II, Quatt Associates - Washington, DC

  • 3:05 pm
    Adjourn

  • New Frontiers
    Presiding Officer:
    Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
  • 12:50 pm
    0.75 hr
    Commercializing and Protecting Intellectual Property in an Increasingly Open and Fluid World
    Charities are faced with many opportunities to license their intellectual property in fundraising and fulfilling their missions. Learn best practices for licensing and protecting a charity’s intellectual property, and the potential unrelated business income tax implications to a charity from licensing its intellectual property.

    Terri Helge, Texas A&M University School of Law - Fort Worth, TX
    Deborah L. Lively, Thompson & Knight LLP - Dallas, TX

  • 1:35 pm
    0.75 hr
    The Tensions at the Frontiers of Charitability: Education, Agriculture, Energy and Social Entrepreneurship
    Evolving approaches to charitable behavior in the charitable sector and finding the end of the envelope.

    James P. Joseph, Arnold & Porter LLP - Washington, DC

  • 2:20 pm
    0.75 hr
    Outcome-Based Philanthropy
    How do we know if the dollars we invest actually make a difference in the lives of those we reach? A look at the processes and practices around meaningful measurement—using the Michael and Susan Dell Foundation as a case-study—including strategies for measuring the success of grant-making efforts and the role of data collection and dissemination in achieving real and thoughtful results.

    Semonti Basu, Michael & Susan Dell Foundation - Austin, TX

  • 3:05 pm
    Adjourn

Conference Faculty

Semonti Basu

Michael & Susan Dell Foundation
Austin, 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

Johnny R. Buckles

University of Houston Law Center
Houston, TX

Jay M. Chadha

Norton Rose Fulbright
Houston, TX

Edward T. Chaney

Schell Bray PLLC
Chapel Hill, NC

Stephen M. Clarke

Ernst & Young LLP
Washington, DC

David L. Cotton

Cotton & Company LLP
Alexandria, VA

Terri Helge

Texas A&M University School of Law
Fort Worth, TX

Bruce R. Hopkins

Polsinelli PC
Kansas City, MO

Tomer Inbar

Patterson Belknap Webb & Tyler LLP
New York, NY

Tim Isgitt

Humanity United
San Francisco, CA

William F. Jarvis

Commonfund Institute
Wilton, CT

Tricia Johnson

Ernst & Young LLP
Cincinnati, OH

Beverly Jones

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

James P. Joseph

Arnold & Porter LLP
Washington, DC

Katherine L. Karl

American Cancer Society, Inc.
Washington, DC

Tracy Kartye

The Annie E. Casey Foundation
Baltimore, MD

Jason R. Lilien

Zuckerman Spaeder LLP
New York, NY

Deborah L. Lively

Thompson & Knight LLP
Dallas, TX

Catherine E. "Cathy" Livingston

Jones Day
Washington, DC

Sunita B. Lough

TE/GE Commissioner, Internal Revenue Service
Washington, DC

Rachel Luna

Southwest Key Programs
Austin, TX

Lawrence K. Mendenhall

Humanity United
San Francisco, CA

Coleith Molstad

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

Darren B. Moore

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

Norman E. Nabhan

Graystone Consulting
Houston, TX

Elizabeth Peters

The William and Flora Hewlett Foundation
Menlo Park, CA

Alexander L. Reid

Morgan, Lewis & Bockius LLP
Washington, DC

David M. Rosenberg

Thompson & Knight LLP
Dallas, TX

John Sare

Patterson Belknap Webb & Tyler LLP
New York, NY

Andrew Schulz

Arabella Advisors
Washington, DC

Frank Sommerville

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

Susan K. Staricka

Office of the Attorney General
Austin, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

John Tyler

Ewing Marion Kauffman Foundation
Kansas City, MO

Carolyn O. "Morey" Ward

Ropes & Gray LLP
Washington, DC

Robert A. Wexler

Adler & Colvin
San Francisco, CA

Angela F. Williams

YMCA of the USA
Chicago, IL

Ellen D. Willmott

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

James F. Wynn II

Quatt Associates
Washington, DC

Planning Committee

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Patterson Belknap Webb & Tyler LLP
New York, NY

Jody Blazek

Blazek & Vetterling
Houston, TX

William H. Caudill

Norton Rose Fulbright
Houston, TX

Michaela J. Cromar

Sanford, Baumeister & Frazier, LLP
Fort Worth, TX

Elizabeth Darling

OneStar Foundation
Austin, TX

Lucille DiDomenico

Philanthropy Southwest
Dallas, TX

Karey Dubiel Dye

Goldman Sachs & Co
Houston, TX

Stephen Lanzo

Commonfund
Wilton, CT

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Darren B. Moore

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

Norman E. Nabhan

Graystone Consulting
Houston, 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

Marnie Taylor

Oklahoma Center for Nonprofits
Oklahoma City, OK

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Ronald S. Webster

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

Credit Info

MCLE Credit
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 Monday. 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
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will maintain Attendance Records for four years.  
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. UT Law CLE will report credit on your behalf to the North Carolina State Bar Board of Continuing Legal Education within 30 days after the conference. You will receive a Certificate of Attendance at the conference to keep for your records.
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You must claim your credit online in Your Briefcase, and 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
This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require your CFP license number and other information in order to do so. Accreditation Coordinator Laura Tolin will follow up with you to obtain this information within 7 days of the conference.

You can learn more at: http://www.cfp.net/
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

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 15-16, 2015 – Four Seasons Hotel
Conference Concluded
Buy
Austin
Last day for Individual early registration: Jan 7, 2015

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Jan 7, 2015

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Jan 7, 2015

Add $50 for registrations received after this time

Last day for cancellation (full refund): Jan 9, 2015

$50 processing fee applied after this date

Last day for cancellation: Jan 12, 2015

Venue

speaker

98 San Jacinto Boulevard
Austin, TX 78701-4082
512.685.8100 (reservations)
Map

Accommodations

The Four Seasons Hotel is sold out.  The following hotels currently have availability:  

Hampton Inn & Suites Austin-Downtown/Convention Center
Hyatt Place Austin Downtown
 

Parking Information

$12 Event Daily; $16 Valet Daily; $32.50 Overnight Self-Parking or Valet.

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