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2014

Nonprofit Organizations Primer

Austin Jan 15, 2014 Four Seasons Hotel
Conference Concluded
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Related products: Materials

PRESENTED BY
The University of Texas School of Law
The Conference of Southwest Foundations


PREMIER SPONSOR
Patterson Belknap Webb & Tyler LLP

EVENT SPONSORS
Frost Wealth Advisors
Thompson & Knight LLP

SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
EY
Fizer, Beck, Webster, Bentley & Scroggins
Fuentes Toubia, PLLC
Graystone Consulting
Weycer, Kaplan, Pulaski & Zuber, P.C.

UNDERWRITER
Goldman Sachs Philanthropy Fund
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Overview

The 2014 Nonprofit Organizations Primer—a perfect introduction for new entrants to the field or refresher for seasoned practitioners—covers governance, applying for and maintaining exemption, 501(c)(3) compliance, and the basics of private foundations and public charities.
Stay on for the Nonprofit Organizations Institute—leading nationally recognized experts from private foundations, public charities, law, finance and government illuminate new and developing legislation as well as all the latest legal, tax and governance issues affecting nonprofit organizations.

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Event Schedule

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

  • Time
    Credit
    Subject
    Speaker
  • Wednesday Afternoon, Jan. 15, 2014
    Presiding Officer:
    Frances Leos Martinez, Texas C-Bar and Entrepreneurship and Community Development Clinic, The University of Texas School of Law - Austin, TX
  • 3:00 pm
    Registration Opens
    Includes light refreshments.

  • 3:25 pm
    Welcoming Remarks

  • 3:30 pm
    0.75 hr
    Nonprofit Governance 101
    An overview of governance issues common with nonprofit organizations, including fiduciary duties of officers and directors.

    Jeffrey T. McClean, Fizer, Beck, Webster, Bentley & Scroggins - Houston, TX

  • 4:15 pm
    0.75 hr
    Considerations in Applying for and Maintaining Exemption
    The basics of applying for tax-exemption from the IRS, including practical tips to make the process smoother, the types of filings that may be made with the IRS regarding obtaining and maintaining exemption, working with the IRS in Cincinnati TE/GE and with the IRS National Office, along with annual reporting requirements and automatic revocation.

    Tricia Johnson, EY - Cincinnati, OH

  • 5:00 pm
    0.75 hr
    Basic 501(c)(3) Compliance
    A broad look at some of the fundamental principles that govern charitable tax-exempt organizations, including organizational and operational tests, private inurement/benefit issues, lobbying/political activities, UBIT and the IRS view on governance.

    Michaela J. Cromar, Sanford, Baumeister & Frazier, LLP - Fort Worth, TX

  • 5:45 pm
    Break

  • Wednesday Evening, Jan. 15, 2014
  • Concurrent Sessions
  • Private Foundation Basics
    Presiding Officer:
    Frances Leos Martinez, Texas C-Bar and Entrepreneurship and Community Development Clinic, The University of Texas School of Law - Austin, TX
  • 6:00 pm
    0.75 hr
    Private Foundation Basics and Common Issues
    Overview of key issues and risks commonly encountered by private foundations and private foundation managers, with an examination of the private foundation excise tax rules from the Internal Revenue Code Sections 4940 through 4945 and a discussion of ways to avoid some of the most common causes for excise tax issues.

    Kelli Archibald, EY - Phoenix, AZ

  • 6:45 pm
    Adjourn to Reception

  • Public Charity Basics
    Presiding Officer:
    Michaela J. Cromar, Sanford, Baumeister & Frazier, LLP - Fort Worth, TX
  • 6:00 pm
    0.75 hr
    Public Charity Basics
    Examination of legal issues common across the broad spectrum of public charities with special attention given to organizational and qualification concerns for the various categories of public charities, common legal matters arising in the context of operations, tax compliance issues including excess benefit transactions and intermediate sanctions, fundraising for the organization including the use of fiscal sponsor relationships, and use of affiliated and subsidiary entities.

    Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX

  • 6:45 pm
    Adjourn to Reception

  • 6:45 pm
    Welcome Reception
    Join us for a networking opportunity with faculty and colleagues.

Download Schedule

Conference Faculty

Kelli Archibald

EY
Phoenix, AZ

Michaela J. Cromar

Sanford, Baumeister & Frazier, LLP
Fort Worth, TX

Tricia Johnson

EY
Cincinnati, OH

Jeffrey T. McClean

Fizer, Beck, Webster, Bentley & Scroggins
Houston, TX

Darren B. Moore

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

Planning Committee

Joyce Hellums—Co-Chair

EY
Austin, TX

Tomer Inbar—Co-Chair

Patterson Belknap Webb & Tyler LLP
New York, NY

Jody Blazek

Blazek & Vetterling
Houston, TX

Michael V. Bourland

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

Johnny R. Buckles

University of Houston Law Center
Houston, TX

William H. Caudill

Norton Rose Fulbright LLP
Houston, TX

Alan Chang

Albert & Ethel Herzstein Charitable Foundation
Houston, TX

Michaela J. Cromar

Sanford, Baumeister & Frazier, LLP
Fort Worth, TX

Laura Hansen Dean

The University Of Texas At Austin
Austin, TX

Lucille DiDomenico

Conference of Southwest Foundations, Inc.
Dallas, TX

Karey Dubiel Dye

Goldman Sachs & Co
Houston, TX

Jayne J. Grimes

Wells Fargo Wealth Management
Dallas, TX

Frances Leos Martinez

Texas C-Bar and Entrepreneurship and Community Development Clinic, The University of Texas School of Law
Austin, TX

Richard W. Meyer

Attorney at Law
Austin, TX

Coleith Molstad

The Roy F. & Joann Cole Mitte Foundation
Austin, TX

MariBen Ramsey

Austin Community Foundation
Austin, TX

David M. Rosenberg

Thompson & Knight LLP
Dallas, TX

Gregory J. Smith

The University of Texas School of Law
Austin, TX

Morgan L. Souza

KPMG LLP
Dallas, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Michelle M. Turner

The University of Texas School of Law
Austin, TX

Ronald S. Webster

Fizer, Beck, Webster, Bentley & Scroggins
Houston, TX

Carol Yonack

Carol Yonack & Associates
Dallas, TX

Credit Info

  • Austin
MCLE Credit
Toggle view Texas – 3.00 hrs
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.
Toggle view California – 3.00 hrs
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.  
Toggle view New York – 3.50 hrs
As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines (PDF).

 You must claim and certify your credit online in your UTCLE "Briefcase", and will then be provided a Certificate of Attendance for your records. Self-report your CLE credit directly to the New York State Bar Association. UT Law CLE will maintain Attendance Records for four years.  
Toggle view Oklahoma – 3.50 hrs
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
Toggle view Certified Financial Planner (CFP) – 3.00 hrs
This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/
Toggle view National Accounting CPE – 3.50 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.

Key Dates

Austin – Jan 15, 2014 – Four Seasons Hotel
Conference Concluded
Buy
  • Austin
Individual
Last day for $75.00 Regular pricing: Jan 8, 2014

$105.00 for registrations received after this time

Last day for cancellation (full refund): Jan 10, 2014

$50 processing fee applied after this date

Last day for cancellation: Jan 13, 2014

Venue

speaker

Four Seasons Hotel

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

Accommodations

$235.00 good through Dec 16, 2013 (subject to availability)

Reserving your room online? Please use the following corporate/promo code: UTCL0115.

Please note: online reservations can only be accepted for conference related room nights (January 15-17, 2014). Please contact the Four Seasons Hotel Reservations Department directly at 512.685.8100 if you’d like to extend your stay.

Parking Information

Limited self-parking $12 day of event
Valet parking $16 daily and $32.50 overnight 
(subject to change)

Our Sponsors

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

  • Goldman Sachs Philanthropy Fund

    Goldman Sachs Philanthropy Fund
    www.goldmansachs.com

  • Blazek & Vetterling

    Blazek & Vetterling
    www.bvcpa.com

  • Bourland, Wall & Wenzel, P.C.

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

  • EY

    EY
    www.ey.com

  • Fizer, Beck, Webster, Bentley & Scroggins

    Fizer, Beck, Webster, Bentley & Scroggins
    www.fizerbeck.com

  • Fuentes Toubia, PLLC

    Fuentes Toubia, PLLC
    www.toubialaw.com

  • Graystone Consulting

    Graystone Consulting
    www.morganstanleygc.com/norman.e.nabhan

  • Weycer Kaplan Pulaski & Zuber, P.C.

    Weycer Kaplan Pulaski & Zuber, P.C.
    www.wkpz.com

  • Thompson & Knight LLP

    Thompson & Knight LLP
    www.tklaw.com

  • Patterson Belknap Webb & Tyler LLP

    Patterson Belknap Webb & Tyler LLP
    www.pbwt.com

  • Frost Wealth Advisors

    Frost Wealth Advisors
    www.frostbank.com
Download Sponsor Details Become a Sponsor
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