33^rd Annual

Nonprofit Organizations Institute

Austin Jan 14-15, 2016 Four Seasons Hotel
Conference Concluded

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Related products: eConferences Materials

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

PREMIER SPONSOR
Patterson Belknap Webb & Tyler LLP

EVENT SPONSORS
Frost Wealth Advisors
Thompson & Knight LLP

SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Davis Wright Tremaine LLP
Ernst & Young LLP
Fizer Beck
Fuentes Toubia, PLLC
Morgan Stanley Graystone Consulting
Schell Bray PLLC

UNDERWRITER
Goldman Sachs Philanthropy Fund

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Overview

Don’t miss the 2016 Nonprofit Organizations Institute at the Four Seasons Austin. Hear leading nationally recognized experts from private foundations, public charities, law, finance and government discuss 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 presentations and targeted tracks on:

Advocacy
Investment
Employment and HR Issues
Foundation Structuring
Social Media and Intellectual Property for Nonprofit Organizations
Charitable Giving: Gift Agreements and Managing Donors
Strategies for Structuring and Sharing: Joint Ventures and Public-Private Partnerships
Accessing New Forms of Capital and Complex UBIT Issues
State and Local Regulatory Updates, Tax Issues, and Lobbying and Ethics Laws
Governance Issues: Advising the Board and Protecting Fiduciaries
Cybersecurity for Nonprofits

Plus, get the Year in Review with current developments in federal legislation, IRS rulings and court opinions. And hear strategies for attracting and retaining talent in your organizations during the Thursday Luncheon Presentation with Jeffrey Pryor and Alexandra Mitchell, authors of Compassionate Careers.

Network with program faculty and attendees at Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA) and CFP credit.

Come a day early for the Nonprofit Organizations Compliance and Internal Review Workshop—a perfect overview for new entrants and seasoned practitioners in the field.

Come a day early for the Nonprofit Organizations Workshop—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 14, 2016
Day 2 January 15, 2016

Time

Credit

Subject

Speaker
Thursday Morning, Jan. 14, 2016
Presiding Officer:
Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
7:30 am

Registration Opens

Includes continental breakfast.
8:20 am

Welcoming Remarks
8:30 am

0.75 hr

Shifting Tides in the Exempt Organizations Sector

A look at current challenges and pressure points in the exempt organizations sector, including fallout from the IRS Exempt Organizations realignment, legislative initiatives, and other trends and developments.

Stephen M. Clarke, Ernst & Young LLP - Washington, DC
David A. Shevlin, Simpson Thacher & Bartlett LLP - New York, NY
9:15 am

1.00 hr
0.50 hr ethics

A Practical Approach to Cybersecurity for Nonprofits: Assessing the Legal, Regulatory, and Headline Risks of a Data Breach

It seems barely a day goes by without a “cyber breach” headline in the news. Such an event should be of particular concern for nonprofits, with highly complex and emerging requirements and sensitive constituents. Examine two separate, but equally important, issues: the legal, regulatory, and corporate governance issues every nonprofit should consider, and how best to prepare for, and remediate, a cybersecurity breach.

Spencer Baretz, Hellerman Baretz Communications - New York, NY
Craig A. Newman, Patterson Belknap Webb & Tyler LLP - New York, NY
10:15 am

Break
CONCURRENT TRACKS
1A: Advocacy
Presiding Officer:
Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
10:35 am

0.75 hr

Lobbying and Political Campaign Activities in an Election Year

Learn when you can, cannot, and what it means to lobby, engage in issue advocacy, express an opinion on proposed legislation, propose legislation, and give a call to action—including all the caveats, exceptions to the rules, and exceptions to the exceptions that apply—without losing your exempt status!

Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC
John Pomeranz, Harmon, Curran, Spielberg + Eisenberg, LLP - Washington, DC
11:20 am

0.75 hr

Making 501(c) Connections for Advocacy

Is your 501(c)(3), 501(c)(4), 501(c)(5), or 501(c)(6) ready for the upcoming election or the next legislative session? Hear practical lessons on permissible lobbying and election-related activity and how to create and operate affiliated organizations to expand the scope of your legislative and electoral advocacy.

John Pomeranz, Harmon, Curran, Spielberg + Eisenberg, LLP - Washington, DC
Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC
12:05 pm

Pick Up Lunch

Included in registration.
1B: Investment
Presiding Officer:
Karey Dubiel Dye, Goldman, Sachs & Co. - Houston, TX
10:35 am

0.75 hr

Investment Management and Oversight

Review the fiduciary duties and standards applicable to management and oversight of charitable assets and, building on this foundation, explore the methods and approaches—from both a legal and a practical perspective—for crafting an investment strategy, including the role and function of investment committees and advisors, the key elements of an effective investment policy, and tactics for smaller organizations.

Megan E. Bell, Patterson Belknap Webb & Tyler LLP - New York, NY
Christopher E. Blume, Goldman Sachs Institutional Client Solutions - New York, NY
11:20 am

0.75 hr

The Value of Investing with Impact

Explore the full spectrum of available impact-investing solutions, navigate the implementation process, and learn why applying and impact lens to investment decisions does not mean choosing mission over financial performance.

Norman E. Nabhan, Morgan Stanley Graystone Consulting - Houston, TX
Lily Scott, Morgan Stanley Wealth Management - New York, NY
12:05 pm

Pick Up Lunch

Included in registration.
Thursday Afternoon, Jan. 14, 2016
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
LUNCHEON PRESENTATION
Thank You to Our Sponsor

Thompson & Knight LLP
12:35 pm

0.75 hr

Compassionate Careers: Strategies for Attracting, Developing, and Retaining Talent in Cause-Focused Organizations

Gain insight on how to inspire, engage, and align your most important asset—your people—and learn the “secret sauce” to helping your organization be ready for the talent transfusion of the 21st Century.

Jeffrey W. Pryor, Pathfinder Solutions - Denver, CO
Alexandra Mitchell, Pathfinder Solutions - Boulder, CO
1:20 pm

Break
1:35 pm

1.00 hr

The Role of the CEO, CFO, and GCO: Managing the Relationship between the Executive Branch, Finance, and Legal

An interactive discussion among C-Suite officers about the issues that cause them the most concern through the lens of each officer’s perspective. Hear thoughts on how to successfully collaborate and utilize each skill set, and the challenges and successes of working with C-Suite colleagues.

Moderator:
Robin Krause, Patterson Belknap Webb & Tyler LLP - New York, NY
Panelists:
Earl Maxwell, St. David's Foundation - Austin, TX
Cyndi Roberts, American Heart Association - Dallas, TX
Andrew Schulz, Arabella Advisors - Washington, DC
2:35 pm

Break
CONCURRENT TRACKS
2A: Employment and HR Issues
Presiding Officer:
Frank Sommerville, Weycer Kaplan Pulaski & Zuber, P.C. - Arlington, TX
2:55 pm

0.75 hr

Employment Issues for Nonprofit Organizations

Review employment issues for nonprofits, including managing employees, independent contractors, unpaid interns, and volunteers; social media issues for employees; and background checks and hiring issues.

Katrina Grider, Attorney at Law - Cypress, TX
3:40 pm

0.75 hr

Current Affordable Care Act Issues for Nonprofit Employers and Social Service Providers

Having survived another Supreme Court challenge, the Affordable Care Act (ACA) is here to stay, expanding coverage and also creating other consequences that affect nonprofit organizations, both as employers and as social service providers. Review what nonprofit employers must do to avoid penalties and handle new information reporting responsibilities, and learn how the ACA is affecting nonprofits that serve those in need of health care.

Catherine E. Livingston, Jones Day - Washington, DC
4:25 pm

Break
2B: Foundation Structuring
Presiding Officer:
Amanda M. Gyeszly, Texas Crude Energy, LLC - Houston, TX
2:55 pm

0.75 hr

Structuring, Restructuring, and Breaking Up Private Foundations

Considering forming a private foundation or altering the structure of an existing private foundation? Weigh the pros and cons of available options to accomplish your goal(s) and possible alternatives, including donor-advised funds and supporting organizations. Identify when separation may be a viable option, gain best practice tips for negotiating and implementing the separation, and review important considerations and traps for the unwary, including fiduciary considerations, the role of donor intent, and the perspectives and involvement of the Attorney General’s Office.

Michael V. Bourland, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
David M. Rosenberg, Thompson & Knight LLP - Dallas, TX
Susan K. Staricka, Senior Attorney, Charitable Trusts Financial Litigation and Charitable Trusts Division, Office of the Attorney General - Austin, TX
3:40 pm

0.75 hr

Private Foundation Relationships with Businesses and Family Offices

Learn about considerations that can arise when affiliating a private foundation with a business or family office; plus, explore key foot faults and complex issues, such as structuring relationship, staffing the foundation (including whether to employ Grandma, Junior, and Rover), special grant-making concerns, purchasing tickets or tables to fundraising events, co-investing, and more.

Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
4:25 pm

Break
CONCURRENT TRACKS
3A: IP and Social Media
Presiding Officer:
Frank Sommerville, Weycer Kaplan Pulaski & Zuber, P.C. - Arlington, TX
4:35 pm

0.75 hr

Social Media for Nonprofits: Possibilities and Pitfalls

Explore some of the myriad possible ways that nonprofit organizations have been utilizing social media to advance their charitable missions, examine some of the legal pitfalls that may arise from social media usage by nonprofits and their employees, and learn how a well-designed social media policy can help mitigate some of this risk.

Megan Matthews Carnahan, Michael & Susan Dell Foundation - Austin, TX
Jean L. Tom, Davis Wright Tremaine LLP - San Francisco, CA
5:20 pm

0.75 hr

The Innovative Nonprofit (That’s You!)

The creative energy you pour into accomplishing your mission usually results in protectable intellectual property. Gain a better understanding of your intellectual property and how you can use it to strengthen your organization while avoiding risks common to nonprofits.

Derrick A. Pizarro, The Pizarro Firm - San Antonio, TX
6:05 pm

Adjourn
3B: Charitable Giving
Presiding Officer:
Amanda M. Gyeszly, Texas Crude Energy, LLC - Houston, TX
4:35 pm

0.75 hr

Gift Agreements and Gift Restrictions

Learn what to consider when you are offered a gift and what to consider offering in return, what you should address in a gift acceptance policy, and tips for drafting gift agreements.

Jennifer I. Reynoso, Simpson Thacher & Bartlett LLP - New York, NY
5:20 pm

0.75 hr

Living with Gift Agreements: Managing Living Donors and the Dead Hand

Explore various challenging legal and practical issues related to the ongoing management of restricted gifts, including problematic gift restrictions, endowment gifts, meddlesome donors, outdated restrictions, and publicity and privacy requirements.

Morey Ward, Ropes & Gray LLP - Washington, DC
6:05 pm

Adjourn
Networking Reception (6:05 p.m. – 7:00 p.m.)

Join us for drinks and hors d'oeuvres with program faculty and attendees.

Thank You to Our Sponsor

Frost Wealth Advisors

Time

Credit

Subject

Speaker
Friday Morning, Jan. 15, 2016
Presiding Officer:
Jody Blazek, Blazek & Vetterling - Houston, TX
7:00 am

Conference Room Opens

Includes continental breakfast.
8:00 am

0.50 hr

Texas State Legislative and Regulatory Update

Hear the latest developments affecting nonprofits, including updates from the 2015 Texas Legislature and state regulatory agencies, and look ahead to interim legislative committee activity for the 2017 session.

Richard W. Meyer, Attorney at Law - Austin, TX
8:30 am

1.00 hr

Year in Review

Review current developments, including federal 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.

Virginia C. Gross, Polsinelli PC - Kansas City, MO
9:30 am

Break
CONCURRENT TRACKS
4A: Strategies and Structures for Sharing
Presiding Officer:
Norman E. Nabhan, Morgan Stanley Graystone Consulting - Houston, TX
9:50 am

1.00 hr

Joint Ventures and Other Organizational Structures (Big and Small)

Nonprofits of all varieties and sizes increasingly have opportunities for which they need to consider how organizational structures can enhance their results, ensure clarity of purpose and direction, and protect their exemptions. Learn when spinning out a program, asset, or initiative might be wise—and, if so, how to do it. Understand when, why, and how to go beyond contracting to more formally structuring relationships using joint ventures and other collaborative vehicles. Finally, address issues associated with operating or maintaining these enterprises, subsequent exit strategies, and the potential need to unwind the relationships.

James P. Joseph, Arnold & Porter LLP - Washington, DC
John Tyler, Ewing Marion Kauffman Foundation - Kansas City, MO
10:50 am

1.00 hr

Public–Private Partnerships: More Useful than You Thought

Explore governments’ use of private organizations to provide public goods—whether housing, infrastructure, healthcare, work force preparedness, or other social services—focusing on the role that nonprofits play in these partnerships. Examine how to identify local, regional, and national opportunities and outline how these relationships work.

Moderator:
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
Panelists:
Mary Lawler, Avenue Community Development Corporation - Houston, TX
Neal Rackleff, City of Houston Housing and Community Development Department - Houston, TX
11:50 am

Pick Up Lunch

Included in registration.
4B: Show Me the Money
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
9:50 am

1.00 hr

First You Need to Find It: Accessing New Forms of Capital to Finance Your Work

Regardless of an organization’s size, financing the mission requires strategy, effort, and a willingness to consider new and different alternatives to standard fundraising. Examine different alternatives available, including nonprofit involvement in commercial activities and the emerging convergence between for-profit and nonprofit business models; social venture and social entrepreneurship; earning revenue and capturing value with missional consistency, including through strategic corporate sponsorships and cause-related marketing; and the role of impact investments as a new source of financial capital for the mission.

Matt Kouri, Mission Capital - Austin, TX
Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
10:50 am

1.00 hr

Then You Need to Keep It: Complex UBIT Issues and Strategies for Coping

When does a money-making idea cross the line to create potential problems for a tax-exempt organization? Consider both the critical business and legal issues—and learn strategies to address potential UBIT concerns—of selected fundraising ventures, including licensing, corporate sponsorships, advertising, unrelated debt-financed income, facilities rentals, and commercial services.

Terri Helge, Texas A&M University School of Law - Fort Worth, TX
11:50 am

Pick Up Lunch

Included in registration.
Friday Afternoon, Jan. 15, 2016
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
LUNCHEON PRESENTATION
12:20 pm

0.75 hr

Outcome-Based Philanthropy: Tracking, Measuring, and Promoting Impact

Gain useful guidance, tools, and real-life examples about how funders and nonprofit agencies can answer the question, “are we making a difference?” Learn how evaluation in philanthropy can strengthen both grant-making and grantee performance in mutually beneficial and reinforcing ways.

Tim Wilmot, Ph.D., San Antonio Area Foundation - San Antonio, TX
1:05 pm

Break
1:20 pm

1.25 hrs
0.25 hr ethics

Anatomy of a Fraud

Examine a case study that demonstrates the importance of having sound systems of internal control in which it quickly becomes obvious that internal control procedures were either missing or broke down in several important areas. But, were more sinister forces at play? Who had motive, access, opportunity? Did someone misappropriate funds? Did someone funnel funds to cronies? If so, who did it? Participants have the opportunity to cross-examine the key suspects in the case in order to arrive at The Truth.

David L. Cotton, Cotton & Company LLP - Alexandria, VA
2:35 pm

Break
CONCURRENT TRACKS
5A: State and Local Issues
Presiding Officer:
Richard W. Meyer, Attorney at Law - Austin, TX
2:55 pm

0.75 hr
0.50 hr ethics

State Lobbying and Ethics Laws

The involvement of nonprofits in the political process is becoming one of the most scrutinized areas of both campaign finance and corporate law. Different jurisdictions are approaching regulations in a variety of ways. Learn about current trends in Texas and beyond, and how to comply with lobbying, ethics, and disclosure rules for nonprofit corporations.

Ross Fischer, The University of Texas School of Law and Gober Hilgers PLLC - Austin, TX
3:40 pm

0.75 hr
0.25 hr ethics

State Tax and Cross-Border Issues: Traps for the Unwary

Explore state and local tax issues unique to nonprofit organizations, including taxes imposed by Texas and differences in other states, and identify best practices as well as traps to avoid.

Kirk R. Lyda, Jones Day - Dallas, TX
Davila Niesen, Ernst & Young LLP - Dallas, TX
4:25 pm

Adjourn
5B: Governance
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
2:55 pm

0.75 hr
0.50 hr ethics

Advising the Organization: Advanced Issues in Corporate Governance

Balancing the roles and responsibilities of the board of directors, individual board members, and staff can be an interesting exercise in corporate governance. In some cases, the individuals step out of their roles and into governance problems.

Jonathan S. Blum, Polsinelli PC - Dallas, TX
3:40 pm

0.75 hr
0.25 hr ethics

Protecting the Fiduciaries: Board Liability and Protections

An overview of the potential legal exposures faced by board members and other fiduciaries of nonprofit organizations and how they can be protected. Review volunteer immunities available under the law, director indemnification, and D&O insurance.

Shane W. Hudson, Fizer Beck - Houston, TX
4:25 pm

Adjourn

Day 1 January 14, 2016
Day 2 January 15, 2016

Download Schedule

Conference Faculty

Spencer Baretz

Hellerman Baretz Communications
New York, NY

Megan E. Bell

Patterson Belknap Webb & Tyler LLP
New York, NY

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Christopher E. Blume

Goldman Sachs Institutional Client Solutions
New York, NY

Michael V. Bourland

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

Megan Matthews Carnahan

Michael & Susan Dell Foundation
Austin, 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

Ross Fischer

The University of Texas School of Law and Gober Hilgers PLLC
Austin, TX

Katrina Grider

Attorney at Law
Cypress, TX

Virginia C. Gross

Polsinelli PC
Kansas City, MO

Terri Helge

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

Shane W. Hudson

Fizer Beck
Houston, TX

James P. Joseph

Arnold & Porter LLP
Washington, DC

Matt Kouri

Mission Capital
Austin, TX

Robin Krause

Patterson Belknap Webb & Tyler LLP
New York, NY

Mary Lawler

Avenue Community Development Corporation
Houston, TX

Catherine E. Livingston

Jones Day
Washington, DC

Kirk R. Lyda

Jones Day
Dallas, TX

Earl Maxwell

St. David's Foundation
Austin, TX

Richard W. Meyer

Attorney at Law
Austin, TX

Alexandra Mitchell

Pathfinder Solutions
Boulder, CO

Darren B. Moore

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

Norman E. Nabhan

Morgan Stanley Graystone Consulting
Houston, TX

Craig A. Newman

Patterson Belknap Webb & Tyler LLP
New York, NY

Davila Niesen

Ernst & Young LLP
Dallas, TX

Derrick A. Pizarro

The Pizarro Firm
San Antonio, TX

John Pomeranz

Harmon, Curran, Spielberg + Eisenberg, LLP
Washington, DC

Jeffrey W. Pryor

Pathfinder Solutions
Denver, CO

Neal Rackleff

City of Houston Housing and Community Development Department
Houston, TX

Alexander L. Reid

Morgan, Lewis & Bockius LLP
Washington, DC

Jennifer I. Reynoso

Simpson Thacher & Bartlett LLP
New York, NY

Cyndi Roberts

American Heart Association
Dallas, TX

David M. Rosenberg

Thompson & Knight LLP
Dallas, TX

Andrew Schulz

Arabella Advisors
Washington, DC

Lily Scott

Morgan Stanley Wealth Management
New York, NY

David A. Shevlin

Simpson Thacher & Bartlett LLP
New York, NY

Susan K. Staricka

Senior Attorney, Charitable Trusts Financial Litigation and Charitable Trusts Division, Office of the Attorney General
Austin, TX

Jean L. Tom

Davis Wright Tremaine LLP
San Francisco, CA

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

John Tyler

Ewing Marion Kauffman Foundation
Kansas City, MO

Morey Ward

Ropes & Gray LLP
Washington, DC

Tim Wilmot, Ph.D.

San Antonio Area Foundation
San Antonio, TX

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

Michael V. Bourland

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

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

Philanthropy Southwest
Dallas, TX

Karey Dubiel Dye

Goldman, Sachs & Co.
Houston, TX

Amanda M. Gyeszly

Texas Crude Energy, LLC
Houston, TX

Joanna Jefferson

The University of Texas School of Law
Austin, TX

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Richard W. Meyer

Attorney at Law
Austin, TX

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

Morgan Stanley Graystone Consulting
Houston, TX

Rudolph R. Ramelli

Jones Walker LLP
New Orleans, LA

David M. Rosenberg

Thompson & Knight LLP
Dallas, TX

Frank Sommerville

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

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Stephanie K. Trinh

Texas Rio Grande Legal Aid, Inc.
Austin, TX

Credit Info

Austin

MCLE Credit

Texas – 15.00 hrs | 1.50 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 – 15.00 hrs | 1.50 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.

Ohio – 15.00 hrs

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

Oklahoma – 18.00 hrs | 2.00 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

National Accounting CPE – 18.00 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast.)

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

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

Key Dates

Austin – Jan 14-15, 2016 – Four Seasons Hotel

Conference Concluded

Buy

Austin

Individual
Last day for $575.00 Regular pricing: Jan 6, 2016

$625.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $520.00 Regular pricing: Jan 6, 2016

$570.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $460.00 Regular pricing: Jan 6, 2016

$510.00 for registrations received after this time

Last day for cancellation (full refund): Jan 8, 2016

$50 processing fee applied after this date

Last day for cancellation: Jan 11, 2016

Venue

Four Seasons Hotel

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

Accommodations

Our room block at the Four Seasons Hotel is sold out. The following hotels currently have availability:

Hyatt Place Austin Downtown
Sheraton Austin Hotel at the Capitol
Radisson Hotel & Suites Austin Downtown

Parking Information

Daily Self-Parking: $12
Daily Valet Parking: $16
Overnight Parking: $32.50

Our Sponsors

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

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 over 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.

pbwt.com
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 $30 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.
frostbank.com
Thompson & Knight LLP

tklaw.com
Blazek & Vetterling

bvcpa.com
Bourland, Wall & Wenzel, P.C.

bwwlaw.com
Davis Wright Tremaine LLP

Davis Wright Tremaine LLP is a national business and litigation law firm representing clients based throughout the United States and around the world. Davis Wright Tremaine’s Tax-Exempt Organizations (TEO) practice group features nationally recognized attorneys who understand the unique needs of not-for-profit and tax-exempt organizations. We provide the legal support that nonprofit organizations and their leaders need so that they can focus on furthering their missions. Our TEO team advises clients across the country who encompass the full spectrum of the TEO world—private foundations, public charities, health care systems, hospitals, performing arts organizations, museums, community foundations, social service providers, schools and universities, to name a few—from offices in New York, Washington, Oregon, California and Alaska. With comprehensive knowledge and experience, we provide sophisticated, multidisciplinary advice on all matters of critical importance to tax-exempt organizations.

dwt.com
Ernst & Young LLP

ey.com
Fizer Beck

fizerbeck.com
Fuentes Toubia, PLLC

toubialaw.com
Goldman Sachs Philanthropy Fund

goldmansachs.com
Morgan Stanley Graystone Consulting

morganstanleygs.com
Schell Bray PLLC

Schell Bray’s philanthropy and tax-exempt organizations practice has the breadth of experience and depth of knowledge to help our nonprofit clients achieve their missions while keeping compliant with applicable laws. From start up to dissolution, we advise our tax-exempt clients on the range of tax and corporate issues they face. Our clients cut across the spectrum of nonprofit organizations and include colleges and universities, private foundations, community foundations, supporting organizations, and operating charities. Our tax-exempt clients often benefit from the expertise of our other highly regarded practice groups, including our trusts and estates practice, which regularly handles large and complex estates for high wealth families, and our business and commercial real estate practices. Whether the issue is simple or complex, Schell Bray is ready to assist tax-exempt organizations with a personal touch and at affordable rates.

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33rd Annual

Nonprofit Organizations Institute

Austin Jan 14-15, 2016 Four Seasons Hotel Conference Concluded

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Overview

Event Schedule

Thursday Morning, Jan. 14, 2016

Thursday Afternoon, Jan. 14, 2016

Friday Morning, Jan. 15, 2016

Friday Afternoon, Jan. 15, 2016

Conference Faculty

Spencer Baretz

Megan E. Bell

Jonathan S. Blum

Christopher E. Blume

Michael V. Bourland

Megan Matthews Carnahan

Edward T. Chaney

Stephen M. Clarke

David L. Cotton

Ross Fischer

Katrina Grider

Virginia C. Gross

Terri Helge

Shane W. Hudson

James P. Joseph

Matt Kouri

Robin Krause

Mary Lawler

Catherine E. Livingston

Kirk R. Lyda

Earl Maxwell

Richard W. Meyer

Alexandra Mitchell

Darren B. Moore

Norman E. Nabhan

Craig A. Newman

Davila Niesen

Derrick A. Pizarro

John Pomeranz

Jeffrey W. Pryor

Neal Rackleff

Alexander L. Reid

Jennifer I. Reynoso

Cyndi Roberts

David M. Rosenberg

Andrew Schulz

Lily Scott

David A. Shevlin

Susan K. Staricka

Jean L. Tom

Nicola Fuentes Toubia

John Tyler

Morey Ward

Tim Wilmot, Ph.D.

Planning Committee

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Jody Blazek

Michael V. Bourland

Michaela J. Cromar

Lucille DiDomenico

Karey Dubiel Dye

Amanda M. Gyeszly

Joanna Jefferson

Andrea L. March

Richard W. Meyer

Coleith Molstad

Darren B. Moore

Norman E. Nabhan

Rudolph R. Ramelli

David M. Rosenberg

Frank Sommerville

Nicola Fuentes Toubia

Stephanie K. Trinh

Credit Info

MCLE Credit

Other Credit

Key Dates

33^rd Annual

Austin Jan 14-15, 2016 Four Seasons Hotel
Conference Concluded