University of Texas School of Law
35th Annual
Nonprofit Organizations Institute
Austin Jan 18-19, 2018 Four Seasons Hotel
$595 Individual  |  $645 after Jan 10
PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

PREMIER SPONSOR
Patterson Belknap Webb & Tyler LLP

EVENT SPONSORS
Frost Wealth Advisors
Northern Trust


SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C. 
Morgan Stanley Graystone Consulting


UNDERWRITER
Goldman Sachs Philanthropy Fund

UT Law CLE

2018 Nonprofit Organizations Institute

Program Features
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. 

UT Law CLE

2018 Nonprofit Organizations Institute

Faculty

Conference Faculty

John E. Ansbach
General Datatech
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
EY
Chicago, IL
Kimberly M. Eney
Morgan, Lewis & Bockius LLP
Washington, DC
Lori Fey
Rebuild Texas Fund
TX
Mark Frederiksen
Frederiksen & Frederiksen
Dallas, TX
Matthew Giuliano
United States Conference of Catholic Bishops
Washington, DC
Diara M. Holmes
Loeb & Loeb
Washington, DC
Mimi Holt
Blazek & Vetterling
Houston, TX
Bruce R. Hopkins
Bruce R. Hopkins Law Firm
Kansas City, MO
Dena Jansen
Maxwell Locke & Ritter
Austin, TX
James P. Joseph
Arnold & Porter Kaye Scholer LLP
Washington, DC
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
Stephen D. Maislin
Greater Houston Community Foundation
Houston, 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
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
David A. Shevlin
Simpson Thacher & Bartlett LLP
New York, NY
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
Ellen D. Willmott
The Susan G. Komen Breast Cancer Foundation, Inc.
Dallas, TX
Meredith Young
Michael & Susan Dell Foundation
Austin, 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
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

UT Law CLE

2018 Nonprofit Organizations Institute

Key Dates

Austin

  • Last day for Individual early registration: Jan 10, 2018
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Jan 12, 2018
  • Last day for cancellation (partial refund): Jan 15, 2018
    $50 processing fee applied

UT Law CLE

2018 Nonprofit Organizations Institute

Hotel / Venue

Austin

Four Seasons Hotel

98 San Jacinto Blvd
Austin, TX 78701-4082
512.685.8100 (reservations)
Map

Accommodations

UTCLE has secured a special room rate of $263 for city-view rooms and $293 for lake-view rooms at the Four Seasons Hotel. Please be sure to make your reservation by December 17, 2017. Discounted rates will not be honored after the cutoff date. Room rate subject to availability.


Please mention “UT Law Nonprofit Organizations Institute” when you make your reservation by phone to ensure you receive the discounted rate.

 

Parking Information

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

UT Law CLE

2018 Nonprofit Organizations Institute

Sponsors