35^th Annual

Nonprofit Organizations Institute

Austin Jan 18-19, 2018 Four Seasons Hotel
Conference Concluded

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.

Day 1 January 18, 2018
Day 2 January 19, 2018

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Jody Blazek, Blazek & Vetterling - Houston, TX
Mimi Holt, Blazek & Vetterling - Houston, TX
Catherine E. Livingston, Jones Day - Washington, DC
3:55 pm

Adjourn

Day 1 January 18, 2018
Day 2 January 19, 2018

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

Austin

MCLE Credit

Texas – 14.50 hrs | 1.00 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 – 14.50 hrs | 1.00 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 – 14.50 hrs | 1.00 hrs Ethics

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 – 17.50 hrs | 1.00 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 – 17.00 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.

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.

TX Accounting CPE – 17.40 hrs

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 are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Jan 18-19, 2018 – Four Seasons Hotel

Conference Concluded

Buy

Austin

Individual
Last day for $595.00 Regular pricing: Jan 10, 2018
$645.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $535.00 Regular pricing: Jan 10, 2018
$585.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $475.00 Regular pricing: Jan 10, 2018
$525.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Jan 12, 2018
$50 processing fee applied after this date
Last day for cancellation: Jan 15, 2018

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 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

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

Patterson Belknap Webb & Tyler LLP

Patterson Belknap Webb & Tyler LLP
pbwt.com

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.
Frost Wealth Advisors

Frost Wealth Advisors
frostbank.com

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 $35 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.
Northern Trust

Northern Trust
northerntrust.com/FIA

For over 125 years, Northern Trust has been serving individuals, corporations, institutions and nonprofits worldwide. Northern Trust offers a unique proposition to nonprofit organizations, combining the expertise and perspective gained through generations of service to successful families with the investment management and custody infrastructure required by large institutional clients.

Northern Trust provides specific investment solutions backed by strategic insights and world-class resources. We can serve as a dedicated investment advisor, offering recommendations regarding asset allocation and manager selection or as a fully outsourced CIO, where a financial advisor works with your board of directors and investment committee to design and implement sophisticated investment programs. We have over 37 years of experience managing open architecture multi-manager assets on a discretionary and advisory basis. Our multi-asset class, multi-manager approach blends active and passive investment strategies to develop an optimal portfolio designed to achieve your investment objectives, spending needs and return expectations with the lowest possible level of risk.

Our process of identifying strong and compelling investment strategies has been proven in good and bad economic times. We understand the complex investment challenges that today’s nonprofits face, and most importantly, we blend our expertise and experience to help our clients further their mission.
Goldman Sachs Philanthropy Fund

Goldman Sachs Philanthropy Fund
goldmansachs.com
Blazek & Vetterling

Blazek & Vetterling
bvcpa.com

Blazek & Vetterling brings together a collective specialization in nonprofit organizations that we believe is unique. With approximately 50 people working with over 500 tax-exempt organizations, we believe that we bring more focused experience to our nonprofit, governmental, and employee benefit plan clients than any other firm. We are a nationally recognized leader in the nonprofit arena, offering audit, tax, and consulting services to a wide range of organizations. In addition to providing professional accounting services to nonprofit organizations, we teach locally and nationally, write, and serve on boards of directors. Our philosophy of service is to understand the unique issues that nonprofit organizations face and to approach them in a professional, business-oriented manner.
Bourland, Wall & Wenzel, P.C.

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

Bourland, Wall & Wenzel, P.C. (“BWW”) has been providing high-quality legal services since its founding more than 30 years ago. Throughout that time period, representation of nonprofit organizations, including trade and professional associations, has been a key component of the firm’s practice. BWW is located in downtown Fort Worth, Texas. This location has allowed our firm to work on sophisticated legal projects in a “large city” environment while also giving us the unique ability to represent and work closely with entrepreneurs—both on their for-profit projects as well as in their nonprofit endeavors.

BWW has 26 lawyers spread over a number of different practice areas. We consider ourselves a full-service firm, with limited exceptions where we partner with others. As part of our practice areas, we have lawyers skilled in business planning (including general contract law and leasing and rental issues), tax planning, employment law, intellectual property law, litigation, and the law of tax-exempt organizations. While located in the Dallas/Fort Worth Metroplex, we have major clients all over the State of Texas and Southwestern United States (as well as clients that go beyond those primary boundaries). Our clients’ businesses, however, have a much greater reach, as they operate nationally and internationally, resulting in us working on projects well beyond the State of Texas. From the standpoint of exempt organizations, we represent very small local organizations, from booster clubs to library associations, to state-wide and regional charitable organizations, to national organizations and organizations that work internationally.
Ernst & Young LLP

Ernst & Young LLP
ey.com

Your business will only succeed if you build it on a strong foundation and grow it in a sustainable way. At EY, we believe that managing your tax obligations responsibly and proactively can make a critical difference. Our global teams of talented people bring you technical knowledge, business experience and consistency, all built on our unwavering commitment to quality service—wherever you are and whatever tax services you need.

We create highly networked teams that can advise on planning, compliance and reporting and help you maintain constructive tax authority relationships—wherever you operate. Our technical networks across the globe can work with you to reduce inefficiencies, mitigate risk and improve opportunity. Our 50,000 tax professionals, in more than 150 countries, are committed to giving you the quality, consistency and customization you need to support your tax function.
Fizer Beck

Fizer Beck
fizerbeck.com

FizerBeck has a highly-regarded and extensive nonprofit and tax exempt organizations practice, in which we assist clients in creating private foundations and public charities, render tax advice on the operation of tax exempt organizations and plan all forms of present and deferred charitable gifts. In this area, we are frequently called upon to obtain private letter rulings from the IRS, and represent tax exempt organizations before the IRS. In this practice area, we advise directors and trustees as to their rights, powers and duties, and in general, work with nonprofit and tax exempt organizations in all phases of their operations and administrative compliance. Clients range from individuals seeking to establish their own charitable organization to established national charities seeking fundraising, fiduciary and/or other legal advice.
Fuentes Toubia, PLLC

Fuentes Toubia, PLLC
toubialaw.com

Fuentes Toubia, PLLC, is a law firm dedicated solely to the nonprofit sector. With over 25 years’ experience helping hundreds of nonprofit clients, we understand that every nonprofit’s needs are unique while the sector’s desire to assist others is universal. The firm’s philosophy respects the culture of the philanthropic community: be creative, be efficient, and, most importantly, deliver measureable results. Whether a nonprofit’s legal needs relate to starting-up, tax exemption, deal negotiations, governance, or lobbying, Fuentes Toubia, PLLC, is happy to help.
Morgan Stanley Graystone Consulting

Morgan Stanley Graystone Consulting
morganstanleygs.com

An independent business unit of Morgan Stanley, Graystone Consulting has more than 40 years of experience advising institutional clients as a fiduciary. Our boutique business structure, depth of experience and vast resources have helped us grow into one of the most respected investment consulting firms in the U.S. Whether you are looking to reduce expenses, enhance returns or align your mission with your investments, Graystone is your strategic partner. Our research on “Best of Class” 3rd party asset management firms is one of the broadest in the industry, designed to help nonprofits and foundations meet their investment goals.

Nonprofit Organizations Institute

Overview

Event Schedule

Thursday Morning, Jan. 18, 2018

Thursday Afternoon, Jan. 18, 2018

Friday Morning, Jan. 19, 2018

Friday Afternoon, Jan. 19, 2018

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Four Seasons Hotel

Accommodations

Parking Information

Our Sponsors

Patterson Belknap Webb & Tyler LLP

Frost Wealth Advisors

Northern Trust

Goldman Sachs Philanthropy Fund

Blazek & Vetterling

Bourland, Wall & Wenzel, P.C.

Ernst & Young LLP

Fizer Beck

Fuentes Toubia, PLLC

Morgan Stanley Graystone Consulting

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