University of Texas School of Law
36th Annual
Nonprofit Organizations Institute
Austin Jan 17-18, 2019 Four Seasons Hotel
$625 Individual  |  $675 after Jan 9
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
Bourland, Wall & Wenzel, P.C.
Ernst & Young LLP
Fuentes Toubia, PLLC
Morgan Stanley Graystone Consulting

UNDERWRITER
Goldman Sachs Philanthropy Fund

UT Law CLE

2019 Nonprofit Organizations Institute

Program Features
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 outlook for the upcoming Texas legislative session, 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 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.

UT Law CLE

2019 Nonprofit Organizations Institute

10/23/18
Schedule

Thursday Morning, Jan. 17, 2019

7:30 am
Registration Opens

Includes continental breakfast.

8:20 am
Welcoming Remarks

8:30 am

0.75 hr

A View of the Sector

Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC

9:15 am

1.00 hr

One Year Later: Revisiting Tax Reform and its Implications for Tax-Exempt Organizations

The Tax Cuts and Jobs Act provisions affecting exempt organizations have posed many interpretive and operational challenges. This session will 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. 

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

10:35 am

0.75 hr

Advanced Issues in Fundraising

Jonathan S. Blum, Polsinelli PC - Dallas, TX
Kristalyn Loson, The Nature Conservancy - Fort Myers, FL

11:20 am

0.75 hr

Restricted Gifts and Endowments: Documentation and Financial Statement Disclosure

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 (Going In and Going Out)

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

11:20 am

0.75 hr

Outcome Based Philanthropy

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

MASTER CLASS: Violation of Chapter 42: When to Report and How Best to Position to Avoid an Audit

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

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

Moderator:
Mia Hsu Burton, Michael & Susan Dell Foundation - Austin, TX
Panelist:
Elena M. Marks, Episcopal Health Foundation - Houston, TX
Panelists TBD

 
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.

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, the New Private Foundations

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

2:55 pm

0.75 hr

Social Impact Bonds and Pay for Performance Transactions

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

3:40 pm

0.75 hr

Entrepreneurial Activities: Incubators, Accelerators and Prizes

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

MASTER CLASS: Understanding Investment Policy and Developing a Prudent Investment Portfolio

Shannon H. Morton, Northern Trust Bank - Houston, TX

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

Jody Blazek, Blazek & Vetterling - Houston, TX
Nishka Chandrasoma, Ford Foundation - New York, NY

6:05 pm
Adjourn to Reception

3B: Managing Public Charity Risk

4:35 pm

0.75 hr

The Sky is Not Falling: Tools for Managing Risk

This session will discuss 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, we will highlight considerations and options for structuring compensation, such as make-up payments, deferred compensation, and incentive bonus payments.

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

6:05 pm
Adjourn to Reception

3C: MASTER CLASS: Anatomy of a Grant Agreement (limited capacity)

4:35 pm

1.50 hrs

MASTER CLASS: Anatomy of a Grant Agreement

6:05 pm
Adjourn to Reception

 
6:05 pm
​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

Friday Morning, Jan. 18, 2019

Presiding Officer:
Sandra Nathan, Philanthropy Southwest - 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? These questions will be discussed 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

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 - TX
10:05 am

1.00 hr

Data Protection and Privacy Compliance Issues for Nonprofits

Elizabeth C. Rogers, Michael Best & Friedrich LLP - Austin, TX

11:05 am

1.00 hr

Demystifying Blockchain, Bitcoin and Crypto

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

Megan E. Bell, Patterson Belknap Webb & Tyler LLP - New York, NY

11:05 am

1.00 hr

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

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

MASTER CLASS: UBI "Deep Dive"

This course will provide the audience with a comprehensive overview of unrelated business taxable income (UBTI) technical issues that affect a wide variety of tax exempt organizations. The content will begin with UBTI basics, and then take a deeper dive into the more nuanced provisions that affect exempt organizations of all types.

Patrick Shields, EY - Phoenix, AZ
Jacob J. Zehnder, EY - Chicago, IL

12:05 pm
Pick Up Lunch

Included in registration.

Friday Afternoon, Jan. 18, 2019

LUNCHEON PRESENTATION

Thank You to Our Sponsor

Westwood Wealth Management

12:35 pm

0.75 hr

Crisis Management and Communication for Nonprofits

 
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

2:55 pm

0.75 hr

Protecting Against Liability: Internal Controls, Indemnification, Insurance, and Volunteer Immunity

3:40 pm

0.75 hr

Top Compliance Issues and Tax Opportunities for Private Foundations

Kelli Archibald, Ernst & Young LLP - Phoenix, AZ
Lawrence K. Mendenhall, Humanity United - San Francisco, CA

4:25 pm
Adjourn

5B: Compliance Issues and More for Public Charities

2:55 pm

0.75 hr

Managing Advocacy and Political Engagement

3:40 pm

0.75 hr

Top Compliance Issues and Tax Opportunities for Public Charities

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

4:25 pm
Adjourn

5C: MASTER CLASS: Understanding Your Web Presence (limited capacity)

4:25 pm
Adjourn

UT Law CLE

2019 Nonprofit Organizations Institute

Faculty

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
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
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
Karen M. Halazon
Bill & Melinda Gates Foundation
Seattle, WA
Bruce R. Hopkins
Bruce R. Hopkins Law Firm
Kansas City, MO
Tomer Inbar
Patterson Belknap Webb & Tyler LLP
New York, NY
James P. Joseph
Arnold & Porter Kaye Scholer LLP
Washington, DC
Katherine Karl
The Humane Society of the United States
Washington, DC
David A. Levitt
Adler & Colvin
San Francisco, CA
Kristalyn Loson
The Nature Conservancy
Fort Myers, FL
Elena M. Marks
Episcopal Health Foundation
Houston, TX
Lawrence K. Mendenhall
Humanity United
San Francisco, CA
Danika Hudik Mendrygal
Mendrygal Law, PLLC
Dallas, TX
Richard W. Meyer
Attorney at Law
Austin, TX
Michelle Michalowski
PwC
Washington, DC
Darren B. Moore
Bourland, Wall & Wenzel, P.C.
Fort Worth, TX
Shannon H. Morton
Northern Trust Bank
Houston, TX
Norman E. Nabhan
Graystone Consulting
Houston, TX
Ross Ramsey
The Texas Tribune
Austin, TX
Alexander L. Reid
Morgan, Lewis & Bockius LLP
Washington, DC
Elizabeth C. Rogers
Michael Best & Friedrich LLP
Austin, TX
Andrew Schulz
Arabella Advisors
Washington, DC
Patrick Shields
EY
Phoenix, AZ
Panelists TBD
Nicola Fuentes Toubia
Fuentes Toubia, PLLC
Houston, TX
John Tyler
Ewing Marion Kauffman Foundation
Kansas City, MO
Kay Walther
Blazek & Vetterling
Houston, TX
Maya Winkelstein
Open Road Alliance
Washington, DC
Jacob J. Zehnder
EY
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
TX
Nicola Fuentes Toubia
Fuentes Toubia, PLLC
Houston, TX
Kay Walther
Blazek & Vetterling
Houston, TX

UT Law CLE

2019 Nonprofit Organizations Institute

Key Dates

Austin

  • Last day for Individual early registration: Jan 9, 2019
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Jan 11, 2019
  • Last day for cancellation (partial refund): Jan 14, 2019
    $50 processing fee applied

UT Law CLE

2019 Nonprofit Organizations Institute

Hotel / Venue

Austin

Four Seasons Hotel

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

Parking Information

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

UT Law CLE

2019 Nonprofit Organizations Institute

Sponsors