38^th Annual

Nonprofit Organizations Institute

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Live Webcast Jan 20-22, 2021
Conference Concluded

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Related products: eConference Materials

WEBCAST UNDERWRITER
Frost Wealth Management

EXCLUSIVE LEADERSHIP SPONSOR
Patterson Belknap Webb & Tyler LLP

PREMIER SPONSORS
Fizer, Beck, Webster, Bentley & Scroggins PC

INSTITUTE SPONSORS
Adler & Colvin, a Law Corporation
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Crowe LLP
Ernst & Young LLP
Morgan Stanley Graystone Consulting
Northern Trust Foundation & Institutional Advisors
Polsinelli PC

INSTITUTE UNDERWRITER
Goldman Sachs Philanthropy Fund

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Overview

This year’s live webcast of the 38th Annual Nonprofit Organizations Institute offers a flexible schedule of three partial days, combining key updates and sector trends each morning, with in-depth “Master Classes” and related interactive breakout discussions on the issues most relevant to your organization or practice. Hear from nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

Join us a day earlier for the Nonprofit Organizations Fundamentals program - a perfect overview for new entrants and seasoned practitioners in the field, providing focused attention on core issues for both private foundations and charitable organizations.

This is sure to be engaging for longtime attendees and newcomers alike, and an online event you don’t want to miss!

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Morning, Jan. 20, 2021
Presiding Officers:
Tomer Inbar, Patterson Belknap Webb & Tyler LLP - New York, NY
Megan E. Bell, Patterson Belknap Webb & Tyler LLP - New York, NY
8:15 am

Welcoming Remarks
8:30 am

1.25 hrs

Nonprofit Sector Update, Part I

Hindsight is 2020! Reflect on the wild year that was, and how it affected nonprofits. Turning the page, hear about the outlook for tax legislation affecting the nonprofit sector in the 117th Congress and the current regulatory environment. Also explore the impact of the new Supreme Court majority on tax statutes and regulations, and what that may mean for nonprofits now and for many years to come.

Christopher Arneson, U.S. Senate Committee on Finance - Washington, DC
Alexander L. Reid, Morgan, Lewis & Bockius LLP - Washington, DC
9:45 am

10-Minute Break
9:55 am

1.00 hr

MASTER CLASS A: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis

This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.

Katherine Karl, The Humane Society of the United States - Washington, DC
John Sare, Patterson Belknap Webb & Tyler LLP - New York, NY
James P. Joseph, Arnold & Porter Kaye Scholer LLP - Washington, DC
10:55 am

45-Minute Break
MASTER CLASS A: DISCUSSION BREAKOUTS (Select One)
A1: Investment Fiduciary Issues
11:40 am

0.75 hr

The Essential Elements of a Fiduciary’s Duties in Managing a Charity’s Investment Portfolio and Advanced Considerations During Economically Challenging Times

Understand the essential elements of the fiduciary duties applicable to the management of a charitable organization’s investment portfolio, including under the Uniform Prudent Management of Institutional Funds Act, and explore advanced considerations arising during economic downturns. Being prepared for an economic downturn involves unique considerations for the fiduciaries responsible for overseeing a charity’s investment portfolio. Delve into common real world scenarios and practical considerations, including borrowing from endowments or otherwise restricted funds and temporarily adjusting appropriations from endowments.

Kathleen (Katie) Gerber, Thompson & Knight LLP - Dallas, TX
Danika Hudik Mendrygal, Mendrygal Law, PLLC - Dallas, TX
A2: General/State Law Fiduciary Issues
11:40 am

0.75 hr

Governing in Crisis Mode: General/State Law Fiduciary Issues

An internal crisis such as a finance director embezzling millions or an external crisis such as a global pandemic can create extremely challenging conditions for nonprofit organizations. Directors and officers must maintain fiduciary duty obligations as they govern through the crises. Review applicable fiduciary duties and hear tips for stewarding your organization through the storm.

Susan K. Staricka, Staricka Law, PLLC - Austin, TX
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
A3: Fundraising and Gift Acceptance
11:40 am

0.75 hr

Fundraising, Gift Acceptance, and Donor Relations: Now vs. Before

As a result of the pandemic, nonprofits have been forced to creatively adapt fundraising models and ways to connect to donors. Discuss how the rapid pivot in fundraising has challenged the nonprofit’s ability to respond to constantly-changing COVID-19 restrictions, complex regulatory regimes, donor fatigue and completely novel approaches that push legal and tax boundaries.

Jonathan S. Blum, Polsinelli PC - Dallas, TX
Sara Hall, ALSAC/St. Jude Children's Research Hospital - Memphis, TN
A4: Bankruptcy and Restructuring
11:40 am

0.75 hr

Bankruptcy and Restructuring

Practical considerations for nonprofits impacted by their own financial distress or the financial distress of key partners (including donors, suppliers, and contract counterparties).

Brian P. Guiney, Patterson Belknap Webb & Tyler LLP - New York, NY
Jeffrey E. Sher, Fizer Beck - Houston, TX
12:25 pm

Break for Lunch—Presentations Resume at 12:55 p.m.
Wednesday Afternoon, Jan. 20, 2021
Presiding Officer:
Megan E. Bell, Patterson Belknap Webb & Tyler LLP - New York, NY
12:55 pm

1.00 hr

MASTER CLASS B: Hard Don't, Soft Don't: Activity-Based Issues and Pressure Points

A practical guide to navigating common operational issues. Consider varied activities and operations – grants and direct programmatic activities, strategic transactions, compensation arrangements and more – through both a legal and reputational lens. Gain insight on policies and procedures that promote organizational compliance, resilience and nimbleness.

Philip Hackney, University of Pittsburgh School of Law - Pittsburgh, PA
Michelle Michalowski, PwC - Washington, DC
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY
1:55 pm

15-Minute Break
MASTER CLASS B: DISCUSSION BREAKOUTS (Select One)
B1: Public Charity Considerations
2:10 pm

0.75 hr

Public Charity Considerations

Public charities regularly navigate a variety of legal and reputational issues when making operational and strategic decisions. Consider operational and strategic issues related to a charity’s disqualified persons, its sources of support, and its relationships with other entities and its constituencies, through a compliance lens.

Laura E. Butzel, Patterson Belknap Webb & Tyler LLP - New York, NY
Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
B2: Private Foundation Considerations
2:10 pm

0.75 hr

Private Foundation Considerations

Private Foundations face unique challenges with compliance issues. Learn how to navigate the hard don'ts and soft don'ts for maximum flexibility, with a focus on taxable expenditures, private benefit, self-dealing and reputational risks.

Erica Guyer, The Rockefeller Foundation - New York, NY
Katherine E. Kurtzman, Ernst & Young LLP - Chicago, IL
B3: Compensation
2:10 pm

0.75 hr

Compensation Pitfalls and Traps

Examine both common and complex issues in nonprofit compensation, including establishing reasonable compensation, compliance with new Section 4960, and COVID-related impacts.

Bridget M. Weiss, Arnold & Porter Kaye Scholer LLP - Washington, DC
James F. Wynn II, Quatt Associates - Washington, DC
B4: Form 990/990-PF and Considerations
2:10 pm

0.75 hr

Forms 990 and 990-PF: Practical Considerations

While the 990’s reporting relating to tax edicts (“hard don’ts”) occupy less than 10% of the Form, the bulk of the 990 (and parts of the 990-PF) explores the filer’s management practices and a wide array of its activities. The latter arenas are readily mined by the press, IRS and state regulators, and community stakeholders, and that reality informs the often-ignored “soft don’ts” that this session will address.

Jody Blazek, Blazek & Vetterling - Houston, TX
Eve Borenstein, Harmon, Curran, Spielberg & Eisenberg, Washington, DC - Eve Rose Borenstein, LLC, Minneapolis, MN
2:55 pm

Adjourn

Time

Credit

Subject

Speaker
Thursday Morning, Jan. 21, 2021
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
9:00 am

1.00 hr

Nonprofit Sector Update, Part II: The Stimulus Programs and Beyond

The COVID-19 crisis and the associated economic down turn left nonprofits with reduced resources and greater need for their services. It also exposed glaring gaps in our health and economic safety nets that may provide a roadmap for future philanthropic efforts and community interventions. As federal aid programs rolled out, it was unclear to many where nonprofits fit in. Review federal assistance provided to nonprofits in 2020, discuss changes that may be forthcoming in 2020, and consider what the future holds for federal subvention beyond the tax law.

Dean A. Rosen, Mehlman Castagnetti Rosen & Thomas - Washington, DC
Doug Varley, Caplin & Drysdale, Chartered - Washington, DC
10:00 am

10-Minute Break
10:10 am

1.00 hr

MASTER CLASS C: Commerciality

How are non-profits intersecting with corporations and capital markets in new ways (via limited partnerships, joint ventures, investments and platforms to aggregate capital) designed accelerate impact and attract mainstream capital outside of philanthropy?

Susan H. Mac Cormac, Morrison & Foerster LLP - San Francisco, CA
Ruth M. Madrigal, KPMG LLP - Washington, DC
David A. Shevlin, Simpson Thacher & Bartlett LLP - New York, NY
11:10 am

15-Minute Break
MASTER CLASS C: DISCUSSION BREAKOUTS (Select One)
C1: UBI and Sponsorship
11:25 am

0.75 hr

UBI and Sponsorship

Know the difference; Is that sponsorship taxable or not?

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX
Caroline Waldner, Morgan, Lewis & Bockius LLP - Washington, DC
C2: Joint Ventures
11:25 am

0.75 hr

Joint Ventures

Joint ventures can be a great way to achieve economies of scale to reduce costs, try out a new program without taking on all of the responsibilities, or monetize underused assets. Address various available legal structures, tax implications, strategic negotiating points, and disclosures and reporting for joint ventures.

Ofer Lion, Seyfarth Shaw LLP - Los Angeles, CA
Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
C3: Complex Organizational Structures/Hybrids
11:25 am

0.75 hr

Complex Organizational Structures

Discuss different arrangements involving both nonprofit and for-profit entities, reasons to consider a more complex structure, and managing the relationships between multiple entities. Review key tax and nonprofit legal issues as well as practical considerations that we have encountered in structuring and advising on these arrangements.

Samuel Greenberg, Ernst & Young LLP - Los Angeles, CA
David A. Levitt, Adler & Colvin - San Francisco, CA
C4: Impact Investing
11:25 am

0.75 hr

Impact Investing

Using real-life examples, explore how key exempt org considerations affect structure, economics, and talent when investing for impact.

Brittany Cvetanovich, Ropes & Gray - Chicago, IL
Kevin Saunders, Accion - Cambridge, MA
12:10 pm

Break for Lunch—Presentations Resume at 12:40 p.m.
Thursday Afternoon, Jan. 21, 2021
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
12:40 pm

1.00 hr

MASTER CLASS D: Advocacy, Activism, and Equity

Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions.

Nishka Chandrasoma, Ford Foundation - New York, NY
Kimberly Eney, The Fidelity Foundations - Boston, MA
Christine L. Green, Leadership for Educational Equity - New York, NY
1:40 pm

15-Minute Break
MASTER CLASS D: DISCUSSION BREAKOUTS (Select One)
D1: Funding Equitably
1:55 pm

0.75 hr

Funding and Operating with a Focus on Diversity, Equity, and Inclusion (DEI)

Discuss the ways private foundations and public charities can operate, fund, and invest with a lens toward supporting diversity, equity, and inclusion.

Zenna Elhasan, The Kresge Foundation - Troy, MI
Kristy Bernard Tsadick, The William and Flora Hewlett Foundation - Menlo Park, CA
D2: Activism and Engagement by Charities
1:55 pm

0.75 hr

Activism and Engagement by Charities

Explore the ways in which charities effectively engage in policy advocacy and activism, including: (i) structures that charities use to build and sustain issue advocacy movements (e.g., group rulings, chapter networks, collaborating with 501(c)(4) affiliates); (ii) the legal intersection between charitability and activism, focusing on civil disobedience in particular; and (iii) different types of activism (grassroots organizing, demonstrations, lobbying, and social media activism). Along the way, highlight the importance of risk mitigation strategies, and the ever-increasing role of social media in issue advocacy.

Diara M. Holmes, Loeb & Loeb - Washington, DC
Andrew Schulz, New Venture Fund - Washington, DC
D3: Election 2020 Lessons Learned
1:55 pm

0.75 hr

Election 2020 Lessons Learned: Techniques and Activities

The 2020 elections brought new challenges for exempt organizations seeking ways to be involved while complying with their tax exempt status. This session will cover issues such as operating affiliated 501(c)(3)s, 501(c)(4)s, and political committees; guidance for 501(c)(3)s working with non-501(c)(3) organizations; special compliance issues for virtual electoral efforts; and how the rules governing election-related activity apply to disputes about election results after election day.

John Pomeranz, Washington, DC
D4: Achieving an Equitable Workplace
1:55 pm

0.75 hr

Achieving an Equitable Workplace

How do organizations create and maintain diverse, equitable and inclusive workplaces? What are best practices regarding recruitment, hiring, and retention of diverse employees? How can companies foster respectful workplaces?

Connie L. Cornell, Cornell Smith Mierl Brutocao Burton, LLP - Austin, TX
Katrina Grider, U.S. Equal Employment Opportunity Commission - Houston, TX
2:40 pm

Adjourn

Time

Credit

Subject

Speaker
Friday Morning, Jan. 22, 2021
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
8:00 am

0.75 hr

Texas Legislative and Public Policy Update

The 2021 Texas Legislature regular session will present unprecedented issues and challenges for the state’s leadership and elected officials and will impact nonprofit organizations, state associations, foundations and social service groups in various ways. Two veteran observers of the political and public policy scene will preview legislative, regulatory and policy developments.

Richard W. Meyer, Attorney at Law - Austin, TX
Ross Ramsey, The Texas Tribune - Austin, TX
8:45 am

10-Minute Break
8:55 am

1.00 hr

Year in Review

Review current developments in the federal tax law concerning nonprofit organizations, with emphasis on recent legislation, proposed and final regulations, IRS rulings, and court opinions. Focus on qualification for tax exemption, application for recognition processes, private inurement and private benefit doctrines, public charity status, donor-advised funds, the commerciality doctrine, private foundation rules, governance, legislative and political campaign activity, unrelated business, joint ventures, charitable giving, and fundraising, with some constitutional law added.

Bruce R. Hopkins, Bruce R. Hopkins Law Firm, LLC - Kansas City, MO
9:55 am

10-Minute Break
10:05 am

1.00 hr ethics

MASTER CLASS E: Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack

Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.

John E. Ansbach, Stroz Friedberg - Dallas, TX
11:05 am

15-Minute Break
MASTER CLASS E: DISCUSSION BREAKOUTS (Select One)
E1: Practical Issues around Data Protection
11:20 am

0.75 hr

Practical Issues around Data Protection

An overview of steps your organization can take to help protect your data, including practical tips on developing your action plan for responding to a cybersecurity breach.

Cheryl M. Burtzel, Spencer Fane LLP - Austin, TX
E2: Liability Issues
11:20 am

0.75 hr

Liability Issues

Focus on liability related issues for non-profits, including Directors' and Officers' liability and COVID-19 related liability issues.

Ashley M. Hunter, HM Risk Group - Austin, TX
Leslie C. Thorne, Haynes and Boone, LLP - Austin, TX
E3: Work from Home/Cyber Commuting Issues
11:20 am

0.75 hr

Cybersecurity and Data Protection Considerations in Work-From-Home Policies

An overview of key issues to consider in developing or updating work-from-home policies as they relate to cybersecurity and data protection, including information fluidity, third party access to employee assets, Zoom and other platform security concerns, and more.

Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX
12:05 pm

10-Minute Break
12:15 pm

0.75 hr

Investing in Equity Minded Leadership in Higher Education

As we look to close racial, gender, economic and other equity gaps in higher education, we must also look to the role of leadership in meeting such aims. This session will cover how the Sloan Foundation is thinking about equity minded leadership and provide a sneak peek into forthcoming findings from a Sloan-funded study on the topic.

Lorelle L. Espinosa, Alfred P. Sloan Foundation - New York, NY
Elizabeth Holcombe, University of Southern California - Los Angeles, CA
1:00 pm

Adjourn

Download Schedule

Conference Faculty

John E. Ansbach

Stroz Friedberg
Dallas, TX

Christopher Arneson

U.S. Senate Committee on Finance
Washington, DC

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Eve Borenstein

Harmon, Curran, Spielberg & Eisenberg, Washington, DC
Eve Rose Borenstein, LLC, Minneapolis, MN

Jason Boulette

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

Cheryl M. Burtzel

Spencer Fane LLP
Austin, TX

Laura E. Butzel

Patterson Belknap Webb & Tyler LLP
New York, NY

Nishka Chandrasoma

Ford Foundation
New York, NY

Edward T. Chaney

Schell Bray PLLC
Chapel Hill, NC

Connie L. Cornell

Cornell Smith Mierl Brutocao Burton, LLP
Austin, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Brittany Cvetanovich

Ropes & Gray
Chicago, IL

Zenna Elhasan

The Kresge Foundation
Troy, MI

Kimberly Eney

The Fidelity Foundations
Boston, MA

Lorelle L. Espinosa

Alfred P. Sloan Foundation
New York, NY

Kathleen (Katie) Gerber

Thompson & Knight LLP
Dallas, TX

Christine L. Green

Leadership for Educational Equity
New York, NY

Samuel Greenberg

Ernst & Young LLP
Los Angeles, CA

Katrina Grider

U.S. Equal Employment Opportunity Commission
Houston, TX

Brian P. Guiney

Patterson Belknap Webb & Tyler LLP
New York, NY

Erica Guyer

The Rockefeller Foundation
New York, NY

Philip Hackney

University of Pittsburgh School of Law
Pittsburgh, PA

Sara Hall

ALSAC/St. Jude Children's Research Hospital
Memphis, TN

Elizabeth Holcombe

University of Southern California
Los Angeles, CA

Diara M. Holmes

Loeb & Loeb
Washington, DC

Bruce R. Hopkins

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

Ashley M. Hunter

HM Risk Group
Austin, TX

James P. Joseph

Arnold & Porter Kaye Scholer LLP
Washington, DC

Katherine Karl

The Humane Society of the United States
Washington, DC

Katherine E. Kurtzman

Ernst & Young LLP
Chicago, IL

David A. Levitt

Adler & Colvin
San Francisco, CA

Ofer Lion

Seyfarth Shaw LLP
Los Angeles, CA

Susan H. Mac Cormac

Morrison & Foerster LLP
San Francisco, CA

Ruth M. Madrigal

KPMG LLP
Washington, DC

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

John Pomeranz

Washington, DC

Ross Ramsey

The Texas Tribune
Austin, TX

Alexander L. Reid

Morgan, Lewis & Bockius LLP
Washington, DC

Dean A. Rosen

Mehlman Castagnetti Rosen & Thomas
Washington, DC

John Sare

Patterson Belknap Webb & Tyler LLP
New York, NY

Kevin Saunders

Accion
Cambridge, MA

Andrew Schulz

New Venture Fund
Washington, DC

Jeffrey E. Sher

Fizer Beck
Houston, TX

David A. Shevlin

Simpson Thacher & Bartlett LLP
New York, NY

Susan K. Staricka

Staricka Law, PLLC
Austin, TX

Leslie C. Thorne

Haynes and Boone, LLP
Austin, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kristy Bernard Tsadick

The William and Flora Hewlett Foundation
Menlo Park, CA

Doug Varley

Caplin & Drysdale, Chartered
Washington, DC

Caroline Waldner

Morgan, Lewis & Bockius LLP
Washington, DC

Bridget M. Weiss

Arnold & Porter Kaye Scholer LLP
Washington, DC

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

James F. Wynn II

Quatt Associates
Washington, DC

Planning Committee

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Patterson Belknap Webb & Tyler LLP
New York, NY

Joanna Jefferson—Director

The University of Texas School of Law
Austin, 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

Tyree Collier

Thompson & Knight LLP
Dallas, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

DiDomenico Group
Dallas, TX

Karey Dubiel Dye

Goldman Sachs Philanthropy Fund
Houston, TX

Hillary Evans

Philanthropy Southwest
Dallas, 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

Jeffrey E. Sher

Fizer Beck
Houston, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Credit Info

Live Webcast

MCLE Credit

Texas – 13.50 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 Completion will be emailed to you upon claiming credit. 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 – 13.50 hrs | 1.00 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 16.00 hrs | 1.00 hrs Ethics

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 13.50 hrs | 1.00 hrs Ethics

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 13.50 hrs | 1.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

National Accounting CPE – 16.00 hrs

UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast. You may use the CPA – Other States certificate to provide to the states you need. Texas Accounting CPE is approved for self-reporting for both delivery methods, in-person and webcast. Please contact us at accreditation@utcle.org if you have additional questions.

TX Accounting CPE – 16.00 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

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

Key Dates

Live Webcast – Jan 20-22, 2021

Conference Concluded

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Last day for cancellation: Jan 18, 2021

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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 $46 billion (as of September 30, 2020) 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
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
Fizer, Beck, Webster, Bentley & Scroggins PC

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
Adler & Colvin, a Law Corporation

Adler & Colvin is a firm of seventeen lawyers devoted exclusively to advising nonprofit organizations and their donors, as well as those who work with them. We focus primarily on federal tax law and state corporate governance issues. We represent some of the most recognized and respected nonprofits and philanthropic organizations in the country. Our clients include large private foundations and small grassroots organizations, community foundations, operating charities, donor advised fund sponsors, and non-charitable tax-exempt organizations as well. We are exclusively dedicated to serving the nonprofit sector, and we have developed a breadth and depth of practice that includes charitable gift planning, complex corporate governance, social entrepreneurship, and nonprofit political and legislative lobbying activity. We have been serving the nonprofit sector since 1982.
www.adlercolvin.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.
www.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 35 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 28 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
Crowe LLP

Founded in 1942, Crowe LLP is one of the fastest-growing firms in the United States, with an expanding footprint of offices and a top 10 ranking among U.S. accounting and consulting firms. Over the course of seven decades, Crowe has evolved from a small local firm to a large national firm with global reach. We have a strong focus on deep industry specialization, with dedicated teams focused on key industries. Crowe has been working with public sector organizations for over 50 years and serves hundreds of non-profit organizations across the country.

Crowe’s National Not-for-Profit Tax practice has a deep bench of resources and expertise serving non-profit organizations with both tax and consulting services. Our team combines functional expertise, industry knowledge, and an innovative approach to provide our clients an exceptional experience.

Crowe is the only Firm that has invested the resources and expertise in developing a comprehensive, IRS-approved tax solution (C-TRAC®). C-TRAC is a project management, web-based platform developed to streamline information gathering for the tax compliance function, including Forms 990, 990-T, extensions, alternative investments, benchmarking, state reporting, and much more. C-TRAC technology solution has 3,000 organizations utilizing the tool.
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.
www.ey.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 800 Foundations & Endowment clients with a combined $25B in AUM.
morganstanleygc.com/norman.e.nabhan
Northern Trust Foundation & Institutional Advisors

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.
www.northerntrust.com/united-states/what-we-do/wealth-management/nonprofit-services
Polsinelli PC

Polsinelli PC
Goldman Sachs Philanthropy Fund

goldmansachs.com

38th Annual

Nonprofit Organizations Institute

PRESENTED BY The University of Texas School of Law Philanthropy Southwest

Live Webcast Jan 20-22, 2021 Conference Concluded

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Related products: eConference Materials

Overview

Event Schedule

Wednesday Morning, Jan. 20, 2021

Wednesday Afternoon, Jan. 20, 2021

Thursday Morning, Jan. 21, 2021

Thursday Afternoon, Jan. 21, 2021

Friday Morning, Jan. 22, 2021

Conference Faculty

John E. Ansbach

Christopher Arneson

Jody Blazek

Jonathan S. Blum

Eve Borenstein

Jason Boulette

Cheryl M. Burtzel

Laura E. Butzel

Nishka Chandrasoma

Edward T. Chaney

Connie L. Cornell

Michaela J. Cromar

Brittany Cvetanovich

Zenna Elhasan

Kimberly Eney

Lorelle L. Espinosa

Kathleen (Katie) Gerber

Christine L. Green

Samuel Greenberg

Katrina Grider

Brian P. Guiney

Erica Guyer

Philip Hackney

Sara Hall

Elizabeth Holcombe

Diara M. Holmes

Bruce R. Hopkins

Ashley M. Hunter

James P. Joseph

Katherine Karl

Katherine E. Kurtzman

David A. Levitt

Ofer Lion

Susan H. Mac Cormac

Ruth M. Madrigal

Danika Hudik Mendrygal

Richard W. Meyer

Michelle Michalowski

Darren B. Moore

John Pomeranz

Ross Ramsey

Alexander L. Reid

Dean A. Rosen

John Sare

Kevin Saunders

Andrew Schulz

Jeffrey E. Sher

David A. Shevlin

Susan K. Staricka

Leslie C. Thorne

Nicola Fuentes Toubia

Kristy Bernard Tsadick

Doug Varley

Caroline Waldner

Bridget M. Weiss

Maura L. Whelan

James F. Wynn II

Planning Committee

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Joanna Jefferson—Director

Megan E. Bell

Jody Blazek

Jonathan S. Blum

Mia Hsu Burton

Tyree Collier

38^th Annual

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Live Webcast Jan 20-22, 2021
Conference Concluded