University of Texas School of Law
33rd Annual
Nonprofit Organizations Institute
Austin Jan 14-15, 2016 Four Seasons Hotel
Conference Concluded
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

UT Law CLE

2016 Nonprofit Organizations Institute

Program Features
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. 

UT Law CLE

2016 Nonprofit Organizations Institute

10/23/19
Schedule

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 peopleand 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

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

UT Law CLE

2016 Nonprofit Organizations Institute

Faculty

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

UT Law CLE

2016 Nonprofit Organizations Institute

Credit Information

MCLE Credit

Texas
15.00 hrs  |  1.50 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
California
15.00 hrs  |  1.50 hrs Ethics
Additional Information
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 will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Ohio
15.00 hrs
Additional Information
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 Supreme Court of Ohio within 30 days after the conference. You will receive a Certificate of Attendance at the conference to keep for your records.
Oklahoma
18.00 hrs  |  2.00 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.

Other Credit

National Accounting CPE
18.00 hrs
Additional Information
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.

UT Law CLE

2016 Nonprofit Organizations Institute

Key Dates

Austin

  • Last day for Individual early registration: Jan 6, 2016
    Add $50 for registrations received after this time
  • Last day for Group Special 1 early registration: Jan 6, 2016
    Add $50 for registrations received after this time
  • Last day for Group Special 2 early registration: Jan 6, 2016
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Jan 8, 2016
  • Last day for cancellation (partial refund): Jan 11, 2016
    $50 processing fee applied

UT Law CLE

2016 Nonprofit Organizations Institute

Hotel / Venue

UT Law CLE

2016 Nonprofit Organizations Institute

Sponsors