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Overview

Don’t miss the 2018 Nonprofit Organizations Institute featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing 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 including:

  • A View of the Sector, with key trends and the latest legislative and regulatory developments
  • A General Counsel/CFO Roundtable discussion on the top risk areas facing nonprofits
  • Fundraising and Planned Giving
  • Structuring Private Philanthropy and Issues in Family Office Philanthropy
  • Funding Concerns for Private Foundations
  • Donor Advised Funds and Impact Investing
  • Internal Controls and Insurance
  • IP, Privacy Issues, and Social Media
  • Taking Cybersecurity Seriously and strategies for preparedness and response
  • Form 990: The “Naughty” and The “Nice”
  • My Employee Did What?, with 1.00 hour of Ethics on identifying and mitigating employment risks
Plus, hear the View from the Attorney General from Susan K. Staricka, as well as the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit.

Come a day early for the Nonprofit Organizations Literacy Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through an IRS audit and ask questions of experts and colleagues. 

Event Schedule

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

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Jan. 18, 2018
    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
    1.00 hr
    A View of the Sector
    An overview of the key trends and legislative and regulatory developments affecting tax-exempt organizations, plus what we can expect on the horizon.

    Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC
    Commentator:
    Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY

  • 9:30 am
    0.75 hr
    Disaster Relief: What a Nonprofit Needs to Know When Disaster Hits Your Community
    Hear an overview of the relevant rules on disaster relief and current IRS guidance and the legal and practical challenges for non-profits providing relief and managing fundraising in the wake of a disaster.

    Moderator:
    Robin Krause, Patterson Belknap Webb & Tyler LLP - New York, NY
    Panelists:
    Lori Fey, Rebuild Texas Fund - Austin, TX
    Stephen D. Maislin, Greater Houston Community Foundation - Houston, TX

  • 10:15 am
    Break

  • CONCURRENT TRACKS
  • 1A: Philanthropy
    Presiding Officer:
    Jody Blazek, Blazek & Vetterling - Houston, TX
  • 10:35 am
    0.75 hr
    Structuring Private Philanthropy: The Private Foundation and Beyond
    Many donors are looking for the biggest “bang for their buck"; they want to increase the impact of their charitable activities, and they want to change the world, in big or small ways. This may still be done by forming a private foundation and making grants or operating projects. However, there are many more tools available in the tool box, from LLCs, to for-profit joint ventures, to program-related and mission-related investments.

    Bridget M. Weiss, Arnold & Porter Kaye Scholer LLP - Washington, DC

  • 11:20 am
    0.75 hr
    Family Offices and Private Foundations: Exploring the Tensions
    A discussion of the legal, practical, and financial issues that arise in the family office philanthropy context, including sharing space and people, conflicts of interest, self‑dealing, co‑investing, excess business holdings, and the need to put in place appropriate processes and procedures.

    Carolyn O. "Morey" Ward, Ropes & Gray LLP - Washington, DC

  • 12:05 pm
    Pick Up Lunch
    Included in registration.

  • 1B: Fundraising and Planned Giving
    Presiding Officer:
    Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
  • 10:35 am
    0.75 hr
    Fundraising Trends, Ventures, and Traps for the Unwary
    As fundraising evolves, new and old models compete for dollars while facing the scrutiny of state and federal regulatory regimes.

    Jonathan S. Blum, Polsinelli PC - Dallas, TX

  • 11:20 am
    0.75 hr
    Planned Giving Techniques and Structures
    A review of planned giving techniques from the basic to the complex. What should organizations consider when they are thinking of rolling out a planned giving program and managing it?

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

  • 12:05 pm
    Pick Up Lunch
    Included in registration.

  • Thursday Afternoon, Jan. 18, 2018
    Presiding Officer:
    Joyce Hellums, Ernst & Young LLP - Austin, TX
  • LUNCHEON PRESENTATION
  • 12:35 pm
    0.75 hr
    A View from the Attorney General’s Office
    The Attorney General protects the public’s interest in charitable organizations. Hear topics of interest from the regulator’s perspective.

    Susan K. Staricka, Office of the Attorney General - Austin, TX

  • 1:20 pm
    Break

  • 1:35 pm
    1.00 hr
    ​GC/CFO Roundtable: Risk Management Tools to Prepare for the Unexpected
    A discussion on the common risk areas for nonprofits and how to mitigate these risks, including ideas to help nonprofits manage unexpected risks, such as natural disasters and embezzlement.

    Moderator:
    Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
    Panelists:
    Katherine Karl, The Humane Society of the U.S. - Washington, DC
    Ellen Taus, The Rockefeller Foundation - New York, NY
    Ellen D. Willmott, The Susan G. Komen Breast Cancer Foundation, Inc. - Dallas, TX

  • 2:35 pm
    Break

  • CONCURRENT TRACKS
  • 2A: Funding Concerns for Private Foundations
    Presiding Officer:
    Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
  • 2:55 pm
    0.75 hr
    Funding Advocacy: A Roadmap for Private Foundations
    Take that “no lobbying” language out of your private foundation grant agreements! Or at least some of them. Explore various ways in which 501(c)(3) private foundations may make grants that support lobbying and other types of advocacy.

    John Pomeranz, Harmon, Curran, Spielberg + Eisenberg, LLP - Washington, DC

  • 3:40 pm
    0.75 hr
    Funding Individuals and Intermediaries
    Hear an overview of the particular concerns for private foundations when making investments in individuals, with a focus on the tax law requirements for individual grant programs, the special rules for grants for travel, study, or other similar purposes, and how to structure individual grant programs that are administered by public charity intermediaries.

    Nishka Chandrasoma, Ford Foundation - New York, NY

  • 4:25 pm
    Break

  • 2B: Donor Advised Funds and Impact Investing
    Presiding Officer:
    Norman E. Nabhan, Graystone Consulting - Houston, TX
  • 2:55 pm
    0.75 hr
    Donor Advised Funds, Supporting Organizations, and Fiscal Sponsors
    Increasingly, private foundations, corporations, and individuals are working through DAF’s, fiscal sponsors and other intermediaries to increase efficiency, enhance effectiveness, and reduce risk. Explore the various options, how to properly structure them, the compliance advantages of doing so, and common situations where working through intermediaries is common, including international grantmaking, grants to individuals, funder collaboratives, and PRI’s.

    Andrew Schulz, Arabella Advisors - Washington, DC

  • 3:40 pm
    0.75 hr
    Investing in the Future: Impact Investing by Nonprofit Organizations
    Explore what it means to be an impact investor, including the current state of impact investing by nonprofit organizations. Hear a discussion on the relationship between mission-related and program-related investments, the prudent investor rules applicable to nonprofit organizations under UPMIFA and to charitable trusts under applicable trust law, as well as the extent to which officers and directors may consider the relationship between an investment and a tax-exempt purpose when making investment decisions.

    David A. Levitt, Adler & Colvin - San Francisco, CA
    M. Ruth M. Madrigal, Steptoe & Johnson LLP - Washington, DC

  • 4:25 pm
    Break

  • 3A: 501(c) Potpourri
    Presiding Officer:
    Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
  • 4:35 pm
    0.75 hr
    Faith Based Philanthropy: Churches and Other Religious Organizations
    Learn about the qualification requirements for churches, associations of churches, mission societies, integral agencies, and integrated auxiliaries and the special federal tax law provisions that apply to them, including church audit protections and unique rules for religious group exemptions. Discuss faith-based advocacy, from the fate of the “Johnson Amendment,” to ways that religious organizations can participate in affecting policy and legislative change.

    Matthew Giuliano, United States Conference of Catholic Bishops - Washington, DC
    Frank Sommerville, Weycer Kaplan Pulaski & Zuber, P.C. - Arlington, TX

  • 5:20 pm
    0.75 hr
    Avoiding Drama in the 501(c) Family: Managing Relationships Between Charities, Social Welfare Organizations, Labor Unions, and Business Leagues
    Understand the exemption requirements of other major types of 501(c) entities, specifically 501(c)(4) social welfare organizations, 501(c)(5) labor unions, and 501(c)(6) business leagues. Discuss how to manage interactions between different types of tax-exempt entities, including grant management, expense allocation, and political and lobbying activities.

    Kimberly M. Eney, Morgan, Lewis & Bockius LLP - Washington, DC
    Justin J. Lowe, Ernst & Young LLP - Washington, DC

  • 6:05 pm
    Adjourn to Reception

  • 3B: Internal Controls and Insurance
    Presiding Officer:
    Norman E. Nabhan, Graystone Consulting - Houston, TX
  • 4:35 pm
    0.75 hr
    Internal Controls: ​Does One Size Really Fit All?
    Internal controls are a necessary and essential component of any nonprofit organization’s operations, but should every entity’s processes and procedures fit and feel the same? An auditor and auditee provide their perspectives on what they look for to ensure sound internal controls, including the things that are non-negotiable when it comes to internal controls, as well as how you can keep your internal control system flexible without losing effectiveness or risking reportable internal control deficiencies or audit issues.

    Paula Campbell, Goodwill Central Texas - Austin, TX
    Dena Jansen, Austin, TX

  • 5:20 pm
    0.75 hr
    I Delayed Attending Happy Hour for This? Risk Management and Insurance Recommendations for Non-Profit Organizations 
    Not all problems are best solved by purchasing insurance, then closing your eyes and crossing your fingers. Discuss the steps of the risk management process (identify, evaluate, mitigate/avoid, transfer) and how to best employ that process into your organization’s overall operations to maximize your mission while helping everyone sleep better at night.

    Mark Frederiksen, Frederiksen & Frederiksen - Dallas, TX

  • 6:05 pm
    Adjourn to Reception

  • ​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. 19, 2018
    Presiding Officer:
    Jody Blazek, Blazek & Vetterling - Houston, TX
  • 7:30 am
    Conference Room Opens
    Includes continental breakfast.

  • 8:00 am
    0.75 hr
    Texas Nonprofits in the Public Forum and Legislative Process
    Texas nonprofits of all sizes and varieties have become more active in the public forum and in the legislative process to advance their missions and the interests of their constituents. How effective are these activities and how does the “nonprofit sector” rank among the other special interest groups that occupy the policy and political landscape?

    Richard W. Meyer, Attorney at Law - Austin, TX
    Ross Ramsey, The Texas Tribune - Austin, TX

  • 8:45 am
    1.00 hr
    Year in Review
    Review current developments in the federal tax law, including recently passed and pending legislation, regulations, IRS rulings, and court opinions. Focus on the TE/GE fiscal year 2017 work plan, qualification for tax exemption, application for recognition processes and recent litigation, public charity status in general, supporting organizations, donor-advised funds, endowments, the commerciality doctrine, private foundation rules, governance, private inurement and private benefit, legislative and political campaign activity, unrelated business, joint ventures, charitable giving, and recent audits of the IRS by the General Accountability Office.

    Bruce R. Hopkins, Bruce R. Hopkins Law Firm - Kansas City, MO

  • 9:45 am
    Break

  • CONCURRENT TRACKS
  • 4A: IP and Privacy Issues
    Presiding Officer:
    Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
  • 10:05 am
    0.75 hr
    Creative Commons, Open Source, and the IP All Around Us
    Intellectual property rights are constantly evolving and there are a number of key concepts that are important to understand when advising a nonprofit. Examine recent trends including open source and creative common licensing, fair use, and similar issues. 

    Edward A. Cavazos, Pillsbury Winthrop Shaw Pittman LLP - Austin, TX

  • 10:50 am
    0.75 hr
    Keeping an Eye on Privacy and Data Protection Risks
    Gain practical tips for reducing the data privacy and protection risks faced by nonprofits.  

    Wendell J. Bartnick, Reed Smith LLP - Houston, TX

  • 11:35 am
    Pick Up Lunch
    Included in registration.

  • 4B: Outcome Based Philanthropy/Social Media
    Presiding Officer:
    Rachel Luna, Southwest Key Programs - Austin, TX
  • 10:05 am
    0.75 hr
    Outcome Based Philanthropy: Thinking About and Measuring Impact in an Increasingly Complex World and Why It Matters
    Learn strategies for incentivizing grantees and other partners against a shared set of programmatic objectives through outcome-based funding and agreement terms, and the related tax implications.

    Karen M. Halazon, Bill & Melinda Gates Foundation - Seattle, WA

  • 10:50 am
    0.75 hr
    The Risks and Rewards of Social Media
    Explore which social media tools and channels might be right for your organization, the communication and legal risks inherent in social media usage, and helpful strategies to mitigate those risks.

    Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
    Dulari Gandhi, Michael & Susan Dell Foundation - Austin, TX

  • 11:35 am
    Pick Up Lunch
    Included in registration.

  • Friday Afternoon, Jan. 19, 2018
    Presiding Officer:
    Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
  • LUNCHEON PRESENTATION
  • Thank You to Our Luncheon Sponsor
    Northern Trust

  • 12:05 pm
    0.75 hr
    Taking Cybersecurity Seriously
    Nonprofit organizations of all sizes have sensitive information that needs to be protected—and increasingly, organizations need to be ready to respond when (not if) a data breach occurs. In this session, attendees learn about the most recent cyber threats they face, the costs associated with those threats, and what they can do to help protect their organizations in an increasingly insecure landscape.

    John E. Ansbach, Stroz Friedberg - Dallas, TX

  • 12:50 pm
    Break

  • 1:05 pm
    1.00 hr ethics
    My Employee Did What?: Identifying and Mitigating Employment Risk
    An ounce of prevention is worth a pound of cure but some employee issues simply can’t be prevented. Learn how an employer can put itself in the best position to respond to the unexpected employee emergency, including identifying employment risk, mitigation tools and strategies, managing an employment-related investigation, having the right policies and procedures in place, and preparing and using a crisis checklist.

    Michael J. Golden, Boulette Golden & Marin L.L.P. - Austin, TX

  • 2:05 pm
    Break

  • CONCURRENT TRACKS
  • 5A: Putting Things Together and Taking Things Apart
    Presiding Officer:
    Mia Hsu Burton, Michael & Susan Dell Foundation - Austin, TX
  • 2:25 pm
    0.75 hr
    Putting Things Together: Subsidiaries, Complex Organizational Structures, Joint Ventures, and Joint Funding Vehicles
    Whether scaling to increase greater impact, engaging in joint ventures or collaborative efforts with others, or needing to address unrelated business income or risk to exemption, charities often find themselves looking to structure their operations through subsidiaries, affiliates, and other joint venture vehicles. Review the entities available while taking a closer look at questions to consider in choosing the best option providing examples of different structures.

    John F. Crawford, Ernst & Young LLP - Chicago, IL
    Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX

  • 3:10 pm
    0.75 hr
    Taking Things Apart: Unwinding Organizations, Ventures, and Collaborations
    There are any number of reasons why efforts and enterprises come to an end. Then they need to be transitioned, transferred, merged into something else, spun out, or shut down entirely. Sometimes the end is precisely that, while other times it is a new beginning. Explore the key legal and practical issues to be addressed on this part of the journey, including tax, governance, creditors, employment, intellectual property, disposing of assets, and more. Consider who should address those issues and how.

    Diara M. Holmes, Loeb & Loeb - Washington, DC
    John Tyler, Ewing Marion Kauffman Foundation - Kansas City, MO

  • 3:55 pm
    Adjourn

  • 5B: Form 990: The Naughty and The Nice
    Presiding Officer:
    Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
  • 2:25 pm
    1.50 hrs
    Form 990: The Naughty and The Nice
    What can be the good and bad consequences for your organization of having its Form 990 publicly available and making audited financials available to funders who request them? Walk through the documents and hear from multiple perspectives on the key things that either worry or reassure them. What are “hot buttons” in Form 990 and audited financials that are likely to attract negative attention? What are signs of sound governance and compliance? What can a nonprofit do to present the best picture of itself?

    Jody Blazek, Blazek & Vetterling - Houston, TX
    Mimi Holt, Blazek & Vetterling - Houston, TX
    Catherine E. Livingston, Jones Day - Washington, DC

  • 3:55 pm
    Adjourn

Download Schedule

Conference Faculty

John E. Ansbach

Stroz Friedberg
Dallas, TX

Wendell J. Bartnick

Reed Smith LLP
Houston, TX

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Paula Campbell

Goodwill Central Texas
Austin, TX

Edward A. Cavazos

Pillsbury Winthrop Shaw Pittman LLP
Austin, TX

Nishka Chandrasoma

Ford Foundation
New York, NY

Edward T. Chaney

Schell Bray PLLC
Chapel Hill, NC

John F. Crawford

Ernst & Young LLP
Chicago, IL

Kimberly M. Eney

Morgan, Lewis & Bockius LLP
Washington, DC

Lori Fey

Rebuild Texas Fund
Austin, TX

Mark Frederiksen

Frederiksen & Frederiksen
Dallas, TX

Dulari Gandhi

Michael & Susan Dell Foundation
Austin, TX

Matthew Giuliano

United States Conference of Catholic Bishops
Washington, DC

Michael J. Golden

Boulette Golden & Marin L.L.P.
Austin, TX

Karen M. Halazon

Bill & Melinda Gates Foundation
Seattle, WA

Diara M. Holmes

Loeb & Loeb
Washington, DC

Mimi Holt

Blazek & Vetterling
Houston, TX

Bruce R. Hopkins

Bruce R. Hopkins Law Firm
Kansas City, MO

Tomer Inbar

Patterson Belknap Webb & Tyler LLP
New York, NY

Dena Jansen

Austin, TX

Katherine Karl

The Humane Society of the U.S.
Washington, DC

Robin Krause

Patterson Belknap Webb & Tyler LLP
New York, NY

David A. Levitt

Adler & Colvin
San Francisco, CA

Catherine E. Livingston

Jones Day
Washington, DC

Justin J. Lowe

Ernst & Young LLP
Washington, DC

M. Ruth M. Madrigal

Steptoe & Johnson LLP
Washington, DC

Stephen D. Maislin

Greater Houston Community Foundation
Houston, TX

Richard W. Meyer

Attorney at Law
Austin, TX

Darren B. Moore

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

John Pomeranz

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

Ross Ramsey

The Texas Tribune
Austin, TX

Alexander L. Reid

Morgan, Lewis & Bockius LLP
Washington, DC

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

Ellen Taus

The Rockefeller Foundation
New York, NY

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

Bridget M. Weiss

Arnold & Porter Kaye Scholer LLP
Washington, DC

Ellen D. Willmott

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

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Michael V. Bourland

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

Mia Hsu Burton

Michael & Susan Dell Foundation
Austin, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

Philanthropy Southwest
Dallas, TX

Joanna Jefferson

The University of Texas School of Law
Austin, TX

Rachel Luna

Southwest Key Programs
Austin, TX

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Jeffrey T. McClean

Wells Fargo Bank
Salt Lake City, UT

Danika Hudik Mendrygal

Mendrygal Law, PLLC
Dallas, 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

Graystone Consulting
Houston, TX

Rudolph R. Ramelli

Jones Walker LLP
New Orleans, LA

David M. Rosenberg

Thompson & Knight LLP
Dallas, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Credit Info

MCLE Credit
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.  
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.  
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.
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.
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
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.
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Austin – Jan 18-19, 2018 – Four Seasons Hotel
Conference Concluded
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Austin
Last day for Individual early registration: Jan 10, 2018

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Jan 10, 2018

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Jan 10, 2018

Add $50 for registrations received after this time

Last day for cancellation (full refund): Jan 12, 2018

$50 processing fee applied after this date

Last day for cancellation: Jan 15, 2018

Venue

speaker

Four Seasons Hotel

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 nearby hotels currently have availability:

Hyatt Place Austin Downtown 
Sheraton Austin Hotel at the Capitol
Radisson Hotel and Suites Austin Downtown 
Hampton Inn & Suites Austin-Downtown/Convention Center
Aloft Austin Downtown
 

Parking Information

$12 Event Daily Self-Parking; $16 Valet Daily; $45 Overnight Self-Parking or Valet. 

Our Sponsors

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