32^nd Annual

Nonprofit Organizations Institute

Austin Jan 15-16, 2015 Four Seasons Hotel
Conference Concluded

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.

Day 1 January 15, 2015
Day 2 January 16, 2015

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Semonti Basu, Michael & Susan Dell Foundation - Austin, TX
3:05 pm

Adjourn

Day 1 January 15, 2015
Day 2 January 16, 2015

Download Schedule

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

Austin

MCLE Credit

Texas – 14.25 hrs | 1.00 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 14.25 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.

North Carolina – 13.25 hrs | 1.00 hrs Ethics

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.

Oklahoma – 17.00 hrs | 1.00 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Other Credit

Certified Financial Planner (CFP) – Expected – 0.00 hr

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/

National Accounting CPE – 17.00 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 15-16, 2015 – Four Seasons Hotel

Conference Concluded

Buy

Austin

Individual
Last day for $545.00 Regular pricing: Jan 7, 2015
$595.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $490.00 Regular pricing: Jan 7, 2015
$540.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $435.00 Regular pricing: Jan 7, 2015
$485.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Jan 9, 2015
$50 processing fee applied after this date
Last day for cancellation: Jan 12, 2015

Venue

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701-4082
512-478-4500 (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.

Our Sponsors

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

Patterson Belknap Webb & Tyler LLP

Patterson Belknap Webb & Tyler LLP
www.pbwt.com

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.
Frost Wealth Advisors

Frost Wealth Advisors
www.frostbank.com

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.
Thompson & Knight LLP

Thompson & Knight LLP
www.tklaw.com

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.
Blazek & Vetterling

Blazek & Vetterling
www.bvcpa.com
Bourland, Wall & Wenzel, P.C.

Bourland, Wall & Wenzel, P.C.
www.bwwlaw.com
Ernst & Young LLP

Ernst & Young LLP
www.ey.com
Fuentes Toubia, PLLC

Fuentes Toubia, PLLC
www.toubialaw.com
Goldman Sachs Philanthropy Fund

Goldman Sachs Philanthropy Fund
www.goldmansachs.com
Graystone Consulting

Graystone Consulting
www.morganstanleygc.com
Schell Bray PLLC

Schell Bray PLLC
www.schellbray.com
Weycer Kaplan Pulaski & Zuber, P.C.

Weycer Kaplan Pulaski & Zuber, P.C.
www.wkpz.com

Nonprofit Organizations Institute

Overview

Event Schedule

Thursday Morning, Jan. 15, 2015

Thursday Afternoon, Jan. 15, 2015

Friday Morning, Jan. 16, 2015

Friday Afternoon, Jan. 16, 2015

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Four Seasons Hotel

Accommodations

Parking Information

Our Sponsors

Patterson Belknap Webb & Tyler LLP

Frost Wealth Advisors

Thompson & Knight LLP

Blazek & Vetterling

Bourland, Wall & Wenzel, P.C.

Ernst & Young LLP

Fuentes Toubia, PLLC

Goldman Sachs Philanthropy Fund

Graystone Consulting

Schell Bray PLLC

Weycer Kaplan Pulaski & Zuber, P.C.

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