2015

Nonprofit Organizations Primer

Austin Jan 14, 2015 Four Seasons Hotel
Conference Concluded

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PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

PREMIER SPONSOR
Patterson Belknap Webb & Tyler LLP

EVENT SPONSORS
Frost Wealth Advisors
Thompson & Knight LLP

SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Ernst & Young LLP
Fuentes Toubia, PLLC
Graystone Consulting
Schell Bray PLLC
Weycer, Kaplan, Pulaski & Zuber, P.C.

UNDERWRITER
Goldman Sachs Philanthropy Fund

Download Brochure (PDF)

Overview

The 2015 Nonprofit Organizations Primer is a perfect introduction for new entrants to the field or a refresher for seasoned practitioners. The program provides an overview of the essential characteristics, requirements, benefits and restrictions of being a tax-exempt organization; rules governing unrelated business income tax (UBIT); and an introduction to the basic finance and accounting issues and terminology of nonprofit organizations.

Continue on at the Nonprofit Organizations Institute for two full days of leading nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Afternoon, Jan. 14, 2015
Presiding Officer:
Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, TX
2:30 pm

Registration Opens

Includes light refreshments.
3:25 pm

Welcoming Remarks
3:30 pm

0.75 hr

Nonprofits 101

An overview of the essential characteristics of nonprofit organizations and the requirements, benefits and restrictions of tax-exemption.

Jonathan S. Blum, Polsinelli PC - Dallas, TX
4:15 pm

0.75 hr

UBIT 101

Learn about the rules governing the unrelated business income tax, exceptions and exclusions, plus strategies for coping.

Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
5:00 pm

0.75 hr

Finance for Nonprofits 101

Gain insight into the basic finance and accounting issues—including terminology—that arise in the context of the day-to-day activities of nonprofit organizations.

Jamie Holtzman, Holtzman Partners, LLP - Austin, TX
5:45 pm

Break
CONCURRENT SESSIONS
The Components of Form 990-PF
Presiding Officer:
Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, TX
6:00 pm

0.75 hr

The Components of Form 990-PF

Learn about the 990-PF, its essential components and the specific organizational requirements that it addresses, including the calculation of net investment income, determination of required qualifying distributions, and compliance with excise tax rules. Develop an understanding of what the 990-PF shows and how it can be used as an effective tool to monitor important compliance issues and avoid prohibited transactions.

Tricia Johnson, Ernst & Young LLP - Cincinnati, OH
6:45 pm

Adjourn to Reception
The Components of Form 990
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
6:00 pm

0.75 hr

The Components of Form 990

Gain an understanding of the core form and the schedules that comprise the Form 990. This session is an ideal introduction for beginners and a refresher for the more advanced preparers and management team members, and highlights fundamental concepts, key line items and reporting options. Learn how the 990 can be used as an effective public relations tool for your organization.

Michaela J. Cromar, Sanford, Baumeister & Frazier, LLP - Fort Worth, TX
6:45 pm

Adjourn to Reception
6:45 pm

Welcome Reception

Join us for a networking opportunity with faculty and colleagues.

THANK YOU TO OUR RECEPTION SPONSOR
Frost Wealth Advisors
7:30 pm

Reception Ends

Download Schedule

Conference Faculty

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Edward T. Chaney

Schell Bray PLLC
Chapel Hill, NC

Michaela J. Cromar

Sanford, Baumeister & Frazier, LLP
Fort Worth, TX

Jamie Holtzman

Holtzman Partners, LLP
Austin, TX

Tricia Johnson

Ernst & Young LLP
Cincinnati, OH

Planning Committee

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Patterson Belknap Webb & Tyler LLP
New York, NY

Jody Blazek

Blazek & Vetterling
Houston, TX

William H. Caudill

Norton Rose Fulbright
Houston, TX

Michaela J. Cromar

Sanford, Baumeister & Frazier, LLP
Fort Worth, TX

Elizabeth Darling

OneStar Foundation
Austin, TX

Lucille DiDomenico

Philanthropy Southwest
Dallas, TX

Karey Dubiel Dye

Goldman Sachs & Co
Houston, TX

Stephen Lanzo

Commonfund
Wilton, CT

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Darren B. Moore

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

Norman E. Nabhan

Graystone Consulting
Houston, 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

Marnie Taylor

Oklahoma Center for Nonprofits
Oklahoma City, OK

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Ronald S. Webster

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

Credit Info

Austin

MCLE Credit

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.

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.

North Carolina – 3.00 hrs

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. UT Law CLE will report credit on your behalf to the North Carolina State Bar Board of Continuing Legal Education within 30 days after the conference. You will receive a Certificate of Attendance at the conference to keep for your records.

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

Certified Financial Planner (CFP) – Expected – 0.00 hr

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/

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. 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.)

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 14, 2015 – Four Seasons Hotel

Conference Concluded

Buy

Austin

Individual
Last day for $100.00 Regular pricing: Jan 7, 2015

$130.00 for registrations received after this time

Last day for cancellation (full refund): Jan 9, 2015

$50 processing fee applied after this date

Last day for cancellation: Jan 12, 2015

Venue

Four Seasons Hotel

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

Accommodations

The Four Seasons Hotel is sold out. The following hotels currently have availability:

Hampton Inn & Suites Austin-Downtown/Convention Center
Hyatt Place Austin Downtown

Parking Information

$12 Event Daily; $16 Valet Daily; $32.50 Overnight Self-Parking or Valet.

Our Sponsors

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

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 $25 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.
www.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 almost 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.
www.pbwt.com
Thompson & Knight LLP

Established in 1887, Thompson & Knight LLP today is a global firm known for our capabilities in energy finance, taxation, business transactions, and an ability to resolve our clients' controversies in or out of court. The Firm has approximately 350 attorneys with U.S. offices in Texas, California and New York and international offices and associations in Mexico, North Africa, Europe, and Asia. Thompson & Knight LLP has unique expertise and depth in the nonprofit organizations area, with an extensive history of representation of a variety of different types and sizes of nonprofit organizations.
www.tklaw.com
Blazek & Vetterling

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

www.bwwlaw.com
Ernst & Young LLP

www.ey.com
Fuentes Toubia, PLLC

www.toubialaw.com
Graystone Consulting

www.morganstanleygc.com
Schell Bray PLLC

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

www.wkpz.com
Goldman Sachs Philanthropy Fund

www.goldmansachs.com

2015

Nonprofit Organizations Primer

Austin Jan 14, 2015 Four Seasons Hotel Conference Concluded

Buy

Related products: Materials

Overview

Event Schedule

Wednesday Afternoon, Jan. 14, 2015

Conference Faculty

Jonathan S. Blum

Edward T. Chaney

Michaela J. Cromar

Jamie Holtzman

Tricia Johnson

Planning Committee

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Jody Blazek

William H. Caudill

Michaela J. Cromar

Elizabeth Darling

Lucille DiDomenico

Karey Dubiel Dye

Stephen Lanzo

Andrea L. March

Darren B. Moore

Norman E. Nabhan

MariBen Ramsey

David M. Rosenberg

Gregory J. Smith

Marnie Taylor

Nicola Fuentes Toubia

Ronald S. Webster

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Four Seasons Hotel

Accommodations

Parking Information

Our Sponsors

Stay in the loop with UT Law CLE

Austin Jan 14, 2015 Four Seasons Hotel
Conference Concluded