36^th Annual

Nonprofit Organizations Institute

Austin Jan 17-18, 2019 Four Seasons Hotel
Conference Concluded

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Related products: eConference Materials

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
Westwood Wealth Management

SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Ernst & Young LLP
FizerBeck
Fuentes Toubia, PLLC
Morgan Stanley Graystone Consulting

UNDERWRITER
Goldman Sachs Philanthropy Fund

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Overview

Don’t miss the 36th Annual 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 two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics, including:

An overview of the latest legislative and regulatory developments, including Revisiting Tax Reform and Its Aftermath.
Issues in Fundraising, Restricted Gifts, and Endowments.
Managing Investment Portfolio.
Social Impact Bonds, as well as Entrepreneurial Activities.
Risk Management for both Private Foundations and Public Charities.
Data Protection and Privacy Compliance for Nonprofits.
Joint Ventures and Complex Organizational Structures.
Top Compliance Issues for Private Foundations and Public Charities.
Dealing with Investigations in Today's "Woke" Workplace, with 1.00 hour of Ethics on identifying and mitigating employment risks.
Four small-group “Master Classes” for a deeper dive on key topics: Violation of Chapter 42; Developing a Prudent Investment Portfolio; Anatomy of a Grant Agreement; and UBI.

Plus, hear 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 Back to Basics 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 Forms 990-PF and 990, and ask questions of experts and colleagues.

Event Schedule

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

Day 1 January 17, 2019
Day 2 January 18, 2019

Time

Credit

Subject

Speaker
Thursday Morning, Jan. 17, 2019
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
7:30 am

Registration Opens

Includes continental breakfast.
8:50 am

Welcoming Remarks
9:00 am

1.25 hrs

A View of the Sector One Year Later: Revisiting Tax Reform and Other Legislative Developments for Tax-Exempt Organizations

The Tax Cuts and Jobs Act provisions affecting exempt organizations have posed many interpretive and operational challenges. Explore how, one year after the Act’s passage, the interpretive landscape for these provisions has shifted with the preliminary guidance from the IRS and Treasury, and how it may continue to shift in the coming year. Plus, hear discussion on other key trends and legislative developments affecting tax-exempt organizations.

Moderator:
Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC
Panelists:
Meghan R. Biss, Caplin & Drysdale, Chartered - Washington, DC
Stephen M. Clarke, Ernst & Young LLP - Washington, DC
10:15 am

Break
CONCURRENT TRACKS
1A: Fundraising and Restricted Gifts
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
10:35 am

0.75 hr

Advanced Issues in Fundraising

Nonprofits continue to face headwinds in fundraising with increasing demand for diverse and sustainable revenue sources. Review current issues in fundraising including crowdfunding, impact investing, commercial co-ventures, and alternative structures.

Jonathan S. Blum, Polsinelli PC - Dallas, TX
Kristalyn Loson, The Nature Conservancy - Arlington, VA
11:20 am

0.75 hr

Restricted Gifts and Endowments: Documentation and Financial Statement Disclosure

Hear the legal and accounting perspectives on issues and considerations that apply to restricted gifts and the underlying gift agreements, as well as how new accounting standards apply to these gifts and may affect financial statements.

Neely D. Duncan, BKD, LLP - Dallas, TX
Danika Hudik Mendrygal, Mendrygal Law, PLLC - Dallas, TX
12:05 pm

Pick Up Lunch

Included in registration.
1B: Investing Assets and Outcome Based Philanthropy
Presiding Officer:
Karey Dubiel Dye, Goldman Sachs & Co. LLC - Houston, TX
10:35 am

0.75 hr

Investing Charitable Assets: Fiduciary Issues in Managing the Investment Portfolio

What are the best practices that foundation trustees and board members need to implement to fulfill their fiduciary duties? Does using an OCIO to manage funds alleviate your fiduciary responsibility?

Tyree Collier, Thompson & Knight LLP - Dallas, TX
Norman E. Nabhan, Graystone Consulting - Houston, TX
11:20 am

0.75 hr

Outcome Based Philanthropy: Thinking About and Measuring Impact in an Increasingly Complex World

Hear 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, while promoting good stewardship of charitable assets.

Karen M. Halazon, Bill & Melinda Gates Foundation - Seattle, WA
12:05 pm

Pick Up Lunch

Included in registration.
1C: MASTER CLASS: Violation of Chapter 42 (limited capacity)
10:35 am

1.50 hrs

Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks

Focus on the Chapter 42 excise tax regime applicable to private foundations and the strategic and compliance issues and considerations relating to identifying, managing, reporting, and correcting such transactions.

Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
Michelle Michalowski, PwC - Washington, DC
12:05 pm

Pick Up Lunch

Included in registration.
Thursday Afternoon, Jan. 17, 2019
Presiding Officer:
Jonathan S. Blum, Polsinelli PC - Dallas, TX
LUNCHEON PRESENTATION
Thank You to Our Sponsor

Northern Trust
12:35 pm

0.75 hr

The Role of Collaborative Organizations in Carrying Out Charitable Activities

Understand the role that collaborative organizations can play, and some different approaches, successes, and challenges faced by those organizations.

Moderator:
Mia Hsu Burton, Michael & Susan Dell Foundation - Austin, TX
Panelists:
Margaret B. Black, LH Holdings, Inc./Lyda Hill Foundation - Dallas, TX
Elena M. Marks, Episcopal Health Foundation - Houston, TX
Madge Vasquez, Mission Capital - Austin, TX
1:20 pm

Break
1:35 pm

1.00 hr

Discussion with the Texas Attorney General's Office

Hear about some of the key focus areas for the AG's Office, including current enforcement actions and oversight for charitable trusts, and fundraising fraud and multi-state charity enforcement actions.

Moderator:
Susan K. Staricka, Staricka Law, PLLC - Austin, TX
Panelists:
Leslie Joan Friedlander, Assistant Attorney General, Financial Litigation and Charitable Trusts Division, Office of the Attorney General - Austin, TX
Jennifer Roscetti, Assistant Attorney General, Consumer Protection Division, Office of the Texas Attorney General - Austin, TX
2:35 pm

Break
CONCURRENT TRACKS
2A: Structuring Private Foundations
Presiding Officer:
Kay Walther, Blazek & Vetterling - Houston, TX
2:55 pm

0.75 hr

Managing Private Philanthropy: 501(C)(4)s, Donor Advised Funds, and LLCs: Alternatives to Private Foundations?

Some social entrepreneurs find that the operational restrictions that come with private foundations inhibit their ability to pursue social change through a broad array of tactics and strategies. For those philanthropists, other vehicles (DAF’s, Social Welfare Organizations, and LLC’s) are complimenting their foundation work or replacing it altogether. Define these structures, examine how they differ from private foundations, and learn the common ways they are being used to achieve philanthropic goals.

Hillary Bounds, Chan Zuckerberg Initiative - Palo Alto, CA
Andrew Schulz, Arabella Advisors - Washington, DC
3:40 pm

0.75 hr

Private Foundation Restructuring and Terminations

When it comes to restructuring or terminating a private foundation, the devil is in the details. An error could result in a termination tax on the value of the net assets of the private foundation. Hear a high level legal and accounting review of the major considerations with private foundation mergers, split-ups, and terminations, including practical solutions such as utilizing a donor-advised fund as part of a termination.

Jennifer Becker Harris, Clark Nuber PS - Bellevue, WA
Kimberly Eney, Latham & Watkins LLP - Washington, DC
4:25 pm

Break
2B: Social Impact Bonds and Entrepreneurial Activities
Presiding Officer:
Jonathan S. Blum, Polsinelli PC - Dallas, TX
2:55 pm

0.75 hr

Social Impact Bonds and Pay for Performance Transactions

An introductory primer on social impact bonds. Understand the fundamental financial and legal structures of these innovative financing mechanisms which bring together governments, social service providers and impact investors to solve challenging social problems.

Navjeet K. Bal, Social Finance - Boston, MA
David A. Levitt, Adler & Colvin - San Francisco, CA
3:40 pm

0.75 hr

Charitable Use and Pursuit of Entrepreneurship Activities: Incubators, Accelerators, Prizes, Funds, and More

Entrepreneurial activities can be a meaningful and productive part of how nonprofits pursue their missions. Education, environment, energy, healthcare, economic development, job training and creation, poverty alleviation, equity, and justice are only a few of the areas that can benefit from innovation and entrepreneurship. But several questions arise: how to implement entrepreneurial activities, how to ensure charitable purposes, how to protect against impermissible private benefit, how to approach involvement by multiple parties, what to do about work product and intellectual property, among others. Learn how these engagements are possible, what to be aware of when doing them, and why this tool should be in even more toolboxes!

Laura E. Butzel, Patterson Belknap Webb & Tyler LLP - New York, NY
John Tyler, Ewing Marion Kauffman Foundation - Kansas City, MO
4:25 pm

Break
2C: MASTER CLASS: Developing a Prudent Investment Portfolio (limited capacity)
2:55 pm

1.50 hrs

Understanding Investment Policy and Developing a Prudent Investment Portfolio

Capital market cycles and ever-changing investment conditions present challenges and opportunities in designing nonprofit portfolios. Learn how investment committees can organize around process and resist behavioral biases to structure an investment program for long-term success.

Shannon H. Morton, CFA, Northern Trust - Houston, TX
Michael A. Weiland, Northern Trust - Chicago, IL
4:25 pm

Break
3A: Managing Private Foundation Risk
Presiding Officer:
Kay Walther, Blazek & Vetterling - Houston, TX
4:35 pm

0.75 hr

Understanding, Planning For, Managing, and Funding Risk in Private Foundation Grantmaking

Hear how philanthropies can use innovative risk management approaches and tools to keep impact on track. Go beyond D&O insurance to see how risk management can address uncertainty and ensure sustainability in grant making—with a clear focus on ultimately protecting the populations you serve.

A. Nicole Campbell, Dalio Philanthropies - Westport, CT
Maya Winkelstein, Open Road Alliance - Washington, DC
5:20 pm

0.75 hr

Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment

Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!

Jody Blazek, Blazek & Vetterling - Houston, TX
Nishka Chandrasoma, Ford Foundation - New York, NY
6:05 pm

Adjourn to Reception
3B: Managing Public Charity Risk
Presiding Officer:
Jonathan S. Blum, Polsinelli PC - Dallas, TX
4:35 pm

0.75 hr

The Sky is Not Falling: Tools for Managing Risk

A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use.

Katherine Karl, The Humane Society of the United States - Washington, DC
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
5:20 pm

0.75 hr

Doing Business with and Compensating Insiders: Strategies for Success and Intermediate Sanctions Compliance

Explore key federal and state law compliance issues pertaining to executive compensation and other insider transactions. From the simple to complex, a highlight of the considerations and options for structuring compensation, such as make-up payments, deferred compensation, and incentive bonus payments.

Bob Cartwright, Intelligent Compensation, LLC - Austin, TX
Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
6:05 pm

Adjourn to Reception
3C: MASTER CLASS: Anatomy of a Grant Agreement (limited capacity)
4:35 pm

1.50 hrs

Anatomy of a Grant Agreement

Review the key components of a grant agreement, including provisions unique to private foundations, considerations for advocacy organizations, and how to structure grants to fiscal sponsors, non-charitable organizations, and individuals. Expect practical advice, a lively discussion, and sample language.

Norah L. Jones, Quarles & Brady LLP - Chicago, IL
Kristy Bernard Tsadick, The William and Flora Hewlett Foundation - Menlo Park, CA
6:05 pm

Adjourn to Reception
6:05 pm

Networking Reception (6:05 p.m. – 7:00 p.m.)

Join us for a networking opportunity with faculty and colleagues.

Thank You to Our Sponsor
Frost Wealth Advisors

Time

Credit

Subject

Speaker
Friday Morning, Jan. 18, 2019
Presiding Officer:
Sandra Nathan, Philanthropy Southwest - Dallas, TX
7:30 am

Conference Room Opens

Includes continental breakfast.
8:00 am

0.75 hr

Advancing the Common Good in the Texas 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? Do charities, state associations and nonprofit activist groups have a special role—a special voice—in the legislative process different from other interest groups? Do “dark money” organizations reflect negatively on other nonprofit organizations? Are nonprofit entities that perform government functions prepared for the related accountability and transparency in their operations? Discuss these questions in general terms with respect to the realities of the legislative process, with specific references to legislation expected in the 2019 session as well as comments on controversies and legislative challenges to the nonprofit sector in past sessions.

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 concerning tax-exempt organizations, including the status of Treasury and IRS guidance regarding applicable provisions of the Tax Cuts and Jobs Act, and recently issued proposed regulations, IRS rulings, and court opinions. Address the Exempt Organizations Division’s FY 2019 program letter, application of the commerciality doctrine, and recent law developments concerning qualification for tax exemption, the private inurement and private benefit doctrine, legislative and political campaign activity rules, governance, public charity status, supporting organizations, private foundations, unrelated business, fundraising regulations, charitable giving, and litigation.

Bruce R. Hopkins, Bruce R. Hopkins Law Firm - Kansas City, MO
9:45 am

Break
CONCURRENT TRACKS
4A: Data Protection and Blockchain
Presiding Officer:
Sandra Nathan, Philanthropy Southwest - Dallas, TX
10:05 am

1.00 hr

Top Privacy Issues for Nonprofits

Just a few years ago, companies considered information security and privacy issues to be a matter left solely for the IT department. But today, for-profit and nonprofit Boards and Executive Directors are realizing that the responsibility to protect consumer and donor data is shared across the enterprise. Learn about the trending privacy laws that all nonprofits should know about and best practices for how to comply.

Elizabeth A. Rogers, Michael Best & Friedrich LLP - Austin, TX
11:05 am

1.00 hr

Demystifying Blockchain, Bitcoin, and Cryptocurrencies

Blockchain and Bitcoin are “buzzwords” of the day. Understand the essential ins and outs of blockchain technology and what it could mean to your organization.

Nicolas Christin, Carnegie Mellon University - Pittsburgh, PA
12:05 pm

Pick Up Lunch

Included in registration.
4B: Joint Ventures and Complex Organizational Structures
Presiding Officer:
Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
10:05 am

1.00 hr

Aggregating Capital for Good: Multi-funder Initiatives, Joint Ventures, and Fiscal Sponsors

Capital aggregation is an increasingly common strategy for funding charitable projects and initiatives. Learn about the range of models and structures, with an overview of associated legal requirements as well as practical considerations.

Megan E. Bell, Patterson Belknap Webb & Tyler LLP - New York, NY
Lisa Montez, Walton Family Foundation - Bentonville, AR
11:05 am

1.00 hr

Managing Growth, Opportunity, and Business Activities: Complex Organizational Structures and Why and When to Use Them

As nonprofit organizations continue to look for ways to enhance their services, grow their operations, protect their assets, and /or develop new and self-sustaining revenue streams, the use of relational structures including subsidiaries, affiliates, and other planning structures has remained an area of interest. Consider the reasons supporting the use of a complex organizational structure, the methods and choices in establishing such a structure, and the common tax and operational issues meriting special attention.

Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
12:05 pm

Pick Up Lunch

Included in registration.
4C: MASTER CLASS: UBI "Deep Dive" (limited capacity)
10:05 am

2.00 hrs

UBI "Deep Dive"

Receive a comprehensive overview of unrelated business taxable income (UBTI) technical issues that affect a wide variety of tax-exempt organizations. Begin with UBTI basics, and then take a deeper dive into the more nuanced provisions that affect exempt organizations of all types.

Joyce Hellums, Ernst & Young LLP - Austin, TX
Patrick Shields, Ernst & Young LLP - Phoenix, AZ
Jacob J. Zehnder, Ernst & Young LLP - Chicago, IL
12:05 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Jan. 18, 2019
Presiding Officer:
Julie Lerudis, Boettcher Foundation - Denver, CO
LUNCHEON PRESENTATION
Thank You to Our Sponsor

Westwood Wealth Management
12:35 pm

0.75 hr

Crisis Management and Communication for Nonprofits

Sometimes bad things happen to good organizations, even to nonprofits doing excellent work in their communities. It may be public accusations about financial mismanagement, sexual harassment, an act of violence, or any of the other myriad crises that can arise. How do you lead or counsel an institution in crisis when shock and paralysis have gained a foothold? Hear strategies and tactics that will assist you when the unimaginable happens.

Lisa LeMaster, The LeMaster Group - Dallas, TX
1:20 pm

Break
1:35 pm

1.00 hr ethics

Investigations in Today's Woke Workplace

A veteran workplace investigator shares critical tips for ensuring that every complaint investigation is thorough, in good faith, and reliable in the midst of the #MeToo movement, instant social media postings, and polarizing employee relations issues.

DeDe Church, DeDe Church & Associates, LLC - Austin, TX
2:35 pm

Break
CONCURRENT TRACKS
5A: Compliance Issues and More for Private Foundations
Presiding Officer:
Julie Lerudis, Boettcher Foundation - Denver, CO
2:55 pm

0.75 hr

Protecting Against Liability: Internal Controls, Indemnification, and More

Crystal R. Smith, CPA, Carl B. & Florence E. King Foundation - Dallas, TX
Caroline Waldner, Morgan, Lewis & Bockius LLP - Washington, DC
3:40 pm

0.75 hr

Top Compliance Issues and Tax Opportunities for Private Foundations

Hear a discussion of the current challenges and opportunities private foundation managers and advisors experience. Topics include tax reform changes for foundations and remaining uncertainties, grant making trends, operational challenges like employment and compensation issues, and the tensions on and benefits to a private foundation when a part of multi-entity structures.

Kelli Archibald, Ernst & Young LLP - Phoenix, AZ
Lawrence Mendenhall, American Academy of Ophthalmology - San Francisco, CA
4:25 pm

Adjourn
5B: Compliance Issues and More for Public Charities
Presiding Officer:
Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
2:55 pm

0.75 hr

Managing Advocacy and Political Engagement

It used to be that a 501(c)(3) creating a related 501(c)(4) to do more lobbying was cutting edge, but now achieving your policy and political goals might require a state or federal (or both) super PAC or hard-money political committee or maybe one or more non-exempt entities. Hear a summary on the advantages and pitfalls in structuring a multifaceted advocacy program that complies with tax law, campaign finance law, lobbying disclosure law, and more (without driving your management team mad with the compliance obligations).

Emiliano Martinez, Omidyar Network - Redwood City, CA
John Pomeranz, Harmon, Curran, Spielberg + Eisenberg, LLP - Washington, DC
3:40 pm

0.75 hr

Ask the Experts: Hot Compliance Topics and Opportunities for Public Charities

Incorporating questions submitted during the course of the conference and from the audience, our experts discuss hot topics, including the complexities of shared employees among c3s and c4s and other related entities, impact investing (PRIs, pay-for-success) for public charities, and financial statement and legal implications of conditional vs. unconditional grants.

James P. Joseph, Arnold & Porter Kaye Scholer LLP - Washington, DC
Kay Walther, Blazek & Vetterling - Houston, TX
4:25 pm

Adjourn

Day 1 January 17, 2019
Day 2 January 18, 2019

Download Schedule

Conference Faculty

Kelli Archibald

Ernst & Young LLP
Phoenix, AZ

Navjeet K. Bal

Social Finance
Boston, MA

Jennifer Becker Harris

Clark Nuber PS
Bellevue, WA

Megan E. Bell

Patterson Belknap Webb & Tyler LLP
New York, NY

Meghan R. Biss

Caplin & Drysdale, Chartered
Washington, DC

Margaret B. Black

LH Holdings, Inc./Lyda Hill Foundation
Dallas, TX

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Hillary Bounds

Chan Zuckerberg Initiative
Palo Alto, CA

Mia Hsu Burton

Michael & Susan Dell Foundation
Austin, TX

Laura E. Butzel

Patterson Belknap Webb & Tyler LLP
New York, NY

A. Nicole Campbell

Dalio Philanthropies
Westport, CT

Bob Cartwright

Intelligent Compensation, LLC
Austin, TX

Nishka Chandrasoma

Ford Foundation
New York, NY

Edward T. Chaney

Schell Bray PLLC
Chapel Hill, NC

Nicolas Christin

Carnegie Mellon University
Pittsburgh, PA

DeDe Church

DeDe Church & Associates, LLC
Austin, TX

Stephen M. Clarke

Ernst & Young LLP
Washington, DC

Tyree Collier

Thompson & Knight LLP
Dallas, TX

Neely D. Duncan

BKD, LLP
Dallas, TX

Kimberly Eney

Latham & Watkins LLP
Washington, DC

Leslie Joan Friedlander

Assistant Attorney General, Financial Litigation and Charitable Trusts Division, Office of the Attorney General
Austin, TX

Karen M. Halazon

Bill & Melinda Gates Foundation
Seattle, WA

Joyce Hellums

Ernst & Young LLP
Austin, TX

Bruce R. Hopkins

Bruce R. Hopkins Law Firm
Kansas City, MO

Tomer Inbar

Patterson Belknap Webb & Tyler LLP
New York, NY

Norah L. Jones

Quarles & Brady LLP
Chicago, IL

James P. Joseph

Arnold & Porter Kaye Scholer LLP
Washington, DC

Katherine Karl

The Humane Society of the United States
Washington, DC

Lisa LeMaster

The LeMaster Group
Dallas, TX

David A. Levitt

Adler & Colvin
San Francisco, CA

Kristalyn Loson

The Nature Conservancy
Arlington, VA

Elena M. Marks

Episcopal Health Foundation
Houston, TX

Emiliano Martinez

Omidyar Network
Redwood City, CA

Lawrence Mendenhall

American Academy of Ophthalmology
San Francisco, CA

Danika Hudik Mendrygal

Mendrygal Law, PLLC
Dallas, TX

Richard W. Meyer

Attorney at Law
Austin, TX

Michelle Michalowski

PwC
Washington, DC

Lisa Montez

Walton Family Foundation
Bentonville, AR

Darren B. Moore

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

Shannon H. Morton, CFA

Northern Trust
Houston, TX

Norman E. Nabhan

Graystone Consulting
Houston, 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

Elizabeth A. Rogers

Michael Best & Friedrich LLP
Austin, TX

Jennifer Roscetti

Assistant Attorney General, Consumer Protection Division, Office of the Texas Attorney General
Austin, TX

Andrew Schulz

Arabella Advisors
Washington, DC

Patrick Shields

Ernst & Young LLP
Phoenix, AZ

Crystal R. Smith, CPA

Carl B. & Florence E. King Foundation
Dallas, TX

Susan K. Staricka

Staricka Law, PLLC
Austin, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kristy Bernard Tsadick

The William and Flora Hewlett Foundation
Menlo Park, CA

John Tyler

Ewing Marion Kauffman Foundation
Kansas City, MO

Madge Vasquez

Mission Capital
Austin, TX

Caroline Waldner

Morgan, Lewis & Bockius LLP
Washington, DC

Kay Walther

Blazek & Vetterling
Houston, TX

Michael A. Weiland

Northern Trust
Chicago, IL

Maya Winkelstein

Open Road Alliance
Washington, DC

Jacob J. Zehnder

Ernst & Young LLP
Chicago, IL

Planning Committee

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Patterson Belknap Webb & Tyler LLP
New York, NY

Amy Askari

Philanthropy Southwest
Dallas, TX

Megan E. Bell

Patterson Belknap Webb & Tyler LLP
New York, NY

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Mia Hsu Burton

Michael & Susan Dell Foundation
Austin, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

DiDomenico Group
Dallas, TX

Karey Dubiel Dye

Goldman Sachs & Co. LLC
Houston, TX

Joanna Jefferson

The University of Texas School of Law
Austin, TX

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Danika Hudik Mendrygal

Mendrygal Law, PLLC
Dallas, TX

Darren B. Moore

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

Norman E. Nabhan

Graystone Consulting
Houston, TX

Sandra Nathan

Philanthropy Southwest
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.

Oklahoma – 18.00 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 – 17.50 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 – 17.50 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 17-18, 2019 – Four Seasons Hotel

Conference Concluded

Buy

Austin

Individual
Last day for $625.00 Regular pricing: Jan 9, 2019

$675.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $563.00 Regular pricing: Jan 9, 2019

$613.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $500.00 Regular pricing: Jan 9, 2019

$550.00 for registrations received after this time

Last day for cancellation (full refund): Jan 11, 2019

$50 processing fee applied after this date

Last day for cancellation: Jan 14, 2019

Venue

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701-4082
512-478-4500 (reservations)
Map

Accommodations

The room block at The Four Seasons has been exhausted.

Nearby accommodations include:
The LINE Austin
Fairmont Austin
Hampton Inn & Suites
Hyatt Place Downtown
Hilton Austin
Courtyard by Marriott Austin Downtown

Or visit: http://events.hotelsforhope.com/v6/?siteid=34298&CID=LONGHORN to search for a hotel

Parking Information

$16 daily self-parking; $18 valet
$45 overnight self or valet
(subject to change)

Our Sponsors

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

Patterson Belknap Webb & Tyler LLP

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.

pbwt.com
Frost Wealth Advisors

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 $38 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.
frostbank.com
Northern Trust

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.
northerntrust.com
Westwood Wealth Management

Westwood is a global investment and wealth management firm. Westwood Wealth Management is a division of Westwood Holdings Group, Inc., which provides investment management services to institutional investors, private wealth clients and financial intermediaries.

Founded in 1983, Westwood has a proven track record of providing asset management and investment advisory services to philanthropic individuals, families, foundations and nonprofit organizations. Westwood offers a range of investment strategies including U.S. equities, Multi-Asset, Global and Emerging Markets equities, Global Convertible securities and Master Limited Partnerships (MLPs) portfolios. Access to these strategies is available through separate accounts, the Westwood Funds® family of mutual funds, UCITS funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Toronto, Boston and Houston.
westwoodgroup.com
Blazek & Vetterling

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

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.
bwwlaw.com
Ernst & Young LLP

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.
ey.com
FizerBeck

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.
fizerbeck.com
Fuentes Toubia, PLLC

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.
toubialaw.com
Morgan Stanley Graystone Consulting

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. Graystone consults on over 1600 foundations with more than $51 Billion in Assets.
morganstanleygc.com/norman.e.nabhan
Goldman Sachs Philanthropy Fund

goldmansachs.com

36th Annual

Nonprofit Organizations Institute

Austin Jan 17-18, 2019 Four Seasons Hotel Conference Concluded

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Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Jan. 17, 2019

Thursday Afternoon, Jan. 17, 2019

Friday Morning, Jan. 18, 2019

Friday Afternoon, Jan. 18, 2019

Conference Faculty

Kelli Archibald

Navjeet K. Bal

Jennifer Becker Harris

Megan E. Bell

Meghan R. Biss

Margaret B. Black

Jody Blazek

Jonathan S. Blum

Hillary Bounds

Mia Hsu Burton

Laura E. Butzel

A. Nicole Campbell

Bob Cartwright

Nishka Chandrasoma

Edward T. Chaney

Nicolas Christin

DeDe Church

Stephen M. Clarke

Tyree Collier

Neely D. Duncan

Kimberly Eney

Leslie Joan Friedlander

Karen M. Halazon

Joyce Hellums

Bruce R. Hopkins

Tomer Inbar

Norah L. Jones

James P. Joseph

Katherine Karl

Lisa LeMaster

David A. Levitt

Kristalyn Loson

Elena M. Marks

Emiliano Martinez

Lawrence Mendenhall

Danika Hudik Mendrygal

Richard W. Meyer

Michelle Michalowski

Lisa Montez

Darren B. Moore

Shannon H. Morton, CFA

Norman E. Nabhan

John Pomeranz

Ross Ramsey

Alexander L. Reid

Elizabeth A. Rogers

Jennifer Roscetti

Andrew Schulz

Patrick Shields

Crystal R. Smith, CPA

Susan K. Staricka

Nicola Fuentes Toubia

Kristy Bernard Tsadick

John Tyler

Madge Vasquez

Caroline Waldner

Kay Walther

Michael A. Weiland

Maya Winkelstein

Jacob J. Zehnder

Planning Committee

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Amy Askari

Megan E. Bell

Jody Blazek

Jonathan S. Blum

Mia Hsu Burton

36^th Annual

Austin Jan 17-18, 2019 Four Seasons Hotel
Conference Concluded