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.

  • 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 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

  • 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

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

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.  
UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. You may also need to sign in at the registration desk if you are attending the live conference - please see staff for details.
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
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 14-15, 2016 – Four Seasons Hotel
Conference Concluded
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Last day for Individual early registration: Jan 6, 2016

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Jan 6, 2016

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Jan 6, 2016

Add $50 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

speaker

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

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