University of Texas School of Law
2014
Nonprofit Organizations Primer
Austin Jan 15, 2014 Four Seasons Hotel
Conference Concluded
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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

UT Law CLE

2014 Nonprofit Organizations Primer

Program Features
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.

UT Law CLE

2014 Nonprofit Organizations Primer

2/29/20
Schedule

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.

UT Law CLE

2014 Nonprofit Organizations Primer

Faculty

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

UT Law CLE

2014 Nonprofit Organizations Primer

Credit Information

MCLE Credit

Texas
3.00 hrs
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
California
3.00 hrs
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
New York
3.50 hrs
Additional Information
As The University of Texas School of Law is a State Bar of California approved MCLE provider (#1944), and the State Bar of California is a New York Approved Jurisdiction, 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.

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the New York State Bar Association. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Oklahoma
3.50 hrs
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
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 before taking the program to ensure it will qualify for self-reporting your credits.

Other Credit

Certified Financial Planner (CFP)
3.00 hrs
National Accounting CPE
3.50 hrs
Additional Information
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

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.

UT Law CLE

2014 Nonprofit Organizations Primer

Key Dates

Austin

  • Last day for Individual early registration: Jan 8, 2014
    Add $30 for registrations received after this time
  • Last day for cancellation (full refund): Jan 10, 2014
  • Last day for cancellation (partial refund): Jan 13, 2014
    $50 processing fee applied

UT Law CLE

2014 Nonprofit Organizations Primer

Hotel / Venue

Austin

Four Seasons Hotel

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

UT Law CLE

2014 Nonprofit Organizations Primer

Sponsors