University of Texas School of Law
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

UT Law CLE

2015 Nonprofit Organizations Primer

Program Features
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.

UT Law CLE

2015 Nonprofit Organizations Primer

2/29/20
Schedule

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

UT Law CLE

2015 Nonprofit Organizations Primer

Faculty

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

UT Law CLE

2015 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.  
North Carolina
3.00 hrs
Additional Information
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
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) – Expected
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

2015 Nonprofit Organizations Primer

Key Dates

Austin

  • Last day for Individual early registration: Jan 7, 2015
    Add $30 for registrations received after this time
  • Last day for cancellation (full refund): Jan 9, 2015
  • Last day for cancellation (partial refund): Jan 12, 2015
    $50 processing fee applied

UT Law CLE

2015 Nonprofit Organizations Primer

Hotel / Venue

UT Law CLE

2015 Nonprofit Organizations Primer

Sponsors