2018

Nonprofit Organizations Literacy Workshop

A Guide to Key Principles for Nonprofit Organizations

Austin Jan 17, 2018 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
Northern Trust

SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Ernst & Young LLP
Fizer Beck
Fuentes Toubia, PLLC
Morgan Stanley Graystone Consulting

UNDERWRITER
Goldman Sachs Philanthropy Fund

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Overview

The 2018 Nonprofit Organizations Literacy Workshop is the perfect overview for new entrants and seasoned practitioners in the field. The main program provides focused attention on core issues for both private foundations and charitable organizations—governance, UBIT, investment, and financial statements.

Plus, this year's "IRS Audit Workshops" provide multiple small-group opportunities to walk through an IRS audit and ask questions of experts and colleagues.

Continue on for 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. 17, 2018
Nonprofit Organizations Literacy (Main Ballroom)

Understanding issues at the center of a nonprofit’s operation is essential. These presentations focus on key areas for both private foundations and charitable organizations—governance, UBIT, investment, and financial statements—and outline basic concepts and practical guidance for practitioners.

See presentation details and times below – select on registration form.
IRS Audit Workshops (Small-Group Breakouts)

An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or private foundation, whether you’re audited this year or in 2030. In these small-group breakouts, review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.

See workshop opportunities and times below - select on registration form.

Moderator:
Megan E. Bell, Patterson Belknap Webb & Tyler LLP - New York, NY
12:30 pm

Registration Opens

Includes light refreshments.
1:20 pm

Welcoming Remarks
1:30 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.
1A: Governance Literacy
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
1:30 pm

1.00 hr

1A: Governance Literacy

Governance at nonprofit organizations is often not a priority until something goes wrong. Gain practical tips to help board and staff members avoid problems, and review governance topics including fiduciary duties, governing documents, policies, procedures, and the roles of the board, officers, committees, and staff members.

Meredith S. Camp, Wells Fargo Bank - Dallas, TX
1B: IRS Audit Workshop: Public Charities (limited capacity)
1:30 pm

1.00 hr

1B: IRS Audit Workshop: Public Charities

Kimberly M. Eney, Morgan, Lewis & Bockius LLP - Washington, DC
Kenneth R. Garner, Ernst & Young LLP - Fort Worth, TX
1C: IRS Audit Workshop: Private Foundations (limited capacity)
1:30 pm

1.00 hr

1C: IRS Audit Workshop: Private Foundations

Katie Gerber, Thompson & Knight LLP - Houston, TX
Megan C. Sanders, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
2:30 pm

Break
2:45 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.
2A: UBIT Literacy
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
2:45 pm

1.00 hr

2A: UBIT Literacy: You’re doing WHAT??

Hear the basics of Unrelated Business Income, including the definition, exceptions, and issues relating to advertising and sponsorship. Examine how much is too much UBI, plus key traps for the unwary.

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX
Rosalinda Marikar, CliftonLarsonAllen LLP - Fort Worth, TX
2B: IRS Audit Workshop: Public Charities (limited capacity)
2:45 pm

1.00 hr

2B: IRS Audit Workshop: Public Charities

Kimberly M. Eney, Morgan, Lewis & Bockius LLP - Washington, DC
Kenneth R. Garner, Ernst & Young LLP - Fort Worth, TX
2C: IRS Audit Workshop: Private Foundations (limited capacity)
2:45 pm

1.00 hr

2C: IRS Audit Workshop: Private Foundations

Katie Gerber, Thompson & Knight LLP - Houston, TX
Megan C. Sanders, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
3:45 pm

Break
4:00 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.
3A: Investment Literacy
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
4:00 pm

1.00 hr

3A: Investment Literacy

Developing and maintaining a successful investment program that supports the mission and withstands challenging market environments requires the right mix of governance and portfolio management discipline. Review the fiduciary underpinnings, board considerations and policies, and key investment concepts that contribute to an effective investment strategy.

Karey Dubiel Dye, Goldman Sachs & Co. LLC - Houston, TX
Stephanie Kenary, Goldman Sachs & Co. LLC - New York, NY
3B: IRS Audit Workshop: Public Charities (limited capacity)
4:00 pm

1.00 hr

3B: IRS Audit Workshop: Public Charities

Kimberly M. Eney, Morgan, Lewis & Bockius LLP - Washington, DC
Kenneth R. Garner, Ernst & Young LLP - Fort Worth, TX
3C: IRS Audit Workshop: Private Foundations (limited capacity)
4:00 pm

1.00 hr

3C: IRS Audit Workshop: Private Foundations

Kelli Archibald, Ernst & Young LLP - Phoenix, AZ
5:00 pm

Break
5:15 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.
4A: Financial Statements Literacy
Presiding Officer:
Lucille DiDomenico, Philanthropy Southwest - Dallas, TX
5:15 pm

1.00 hr

4A: Financial Statements Literacy

Understanding financial statements is the key to understanding the financial health of your organization. Review the basic financial statements (statement of net assets, statement of changes in net assets, and statement of cash flows) and common disclosures. A look at NFP-specific accounting, including donor restrictions, net assets classes, functional expenses, and new guidance.

Jillian Bergman, Holtzman Partners, LLP - Austin, TX
Ruth Snell, Holtzman Partners, LLP - Austin, TX
4B: IRS Audit Workshop: Public Charities (limited capacity)
5:15 pm

1.00 hr

4B: IRS Audit Workshop: Public Charities

Kimberly M. Eney, Morgan, Lewis & Bockius LLP - Washington, DC
Kenneth R. Garner, Ernst & Young LLP - Fort Worth, TX
4C: IRS Audit Workshop: Private Foundations (limited capacity)
5:15 pm

1.00 hr

4C: IRS Audit Workshop: Private Foundations

Kelli Archibald, Ernst & Young LLP - Phoenix, AZ
6:15 pm

Adjourn
Wednesday Evening, Jan. 17, 2018
Welcome Reception (6:15 p.m. – 7:15 p.m.)

Join us for a networking opportunity with faculty and colleagues.

Thank You to Our Sponsor
Frost Wealth Advisors

Download Schedule

Conference Faculty

Kelli Archibald

Ernst & Young LLP
Phoenix, AZ

Megan E. Bell

Patterson Belknap Webb & Tyler LLP
New York, NY

Jillian Bergman

Holtzman Partners, LLP
Austin, TX

Meredith S. Camp

Wells Fargo Bank
Dallas, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Karey Dubiel Dye

Goldman Sachs & Co. LLC
Houston, TX

Kimberly M. Eney

Morgan, Lewis & Bockius LLP
Washington, DC

Kenneth R. Garner

Ernst & Young LLP
Fort Worth, TX

Katie Gerber

Thompson & Knight LLP
Houston, TX

Stephanie Kenary

Goldman Sachs & Co. LLC
New York, NY

Rosalinda Marikar

CliftonLarsonAllen LLP
Fort Worth, TX

Megan C. Sanders

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

Ruth Snell

Holtzman Partners, LLP
Austin, TX

Planning Committee

Joyce Hellums—Co-Chair

Austin, TX

Tomer Inbar—Co-Chair

New York, NY

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Michael V. Bourland

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

Mia Hsu Burton

Michael & Susan Dell Foundation
Austin, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

Philanthropy Southwest
Dallas, TX

Joanna Jefferson

The University of Texas School of Law
Austin, TX

Rachel Luna

Southwest Key Programs
Austin, TX

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Jeffrey T. McClean

Salt Lake City, UT

Danika Hudik Mendrygal

Mendrygal Law, PLLC
Dallas, TX

Richard W. Meyer

Attorney at Law
Austin, TX

Coleith Molstad

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

Darren B. Moore

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

Norman E. Nabhan

Graystone Consulting
Houston, TX

Rudolph R. Ramelli

Jones Walker LLP
New Orleans, LA

David M. Rosenberg

Thompson & Knight LLP
Dallas, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Credit Info

Austin

MCLE Credit

Texas – 4.00 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 – 4.00 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.

Ohio – 4.00 hrs

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to The Supreme Court of Ohio within 30 days after the conference.

Oklahoma – 5.00 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

National Accounting CPE – 4.50 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.

TX Accounting CPE – 4.80 hrs

The University of Texas School of Law (Provider #250) live conferences 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.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

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

Key Dates

Austin – Jan 17, 2018 – Four Seasons Hotel

Conference Concluded

Buy

Austin

Individual
Last day for $175.00 Regular pricing: Jan 10, 2018

$225.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $160.00 Regular pricing: Jan 10, 2018

$210.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $140.00 Regular pricing: Jan 10, 2018

$190.00 for registrations received after this time

Last day for cancellation (full refund): Jan 12, 2018

$50 processing fee applied after this date

Last day for cancellation: Jan 15, 2018

Venue

Four Seasons Hotel

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

Accommodations

Our room block at the Four Seasons Hotel is sold out. The following nearby hotels currently have availability:

Hyatt Place Austin Downtown
Sheraton Austin Hotel at the Capitol
Radisson Hotel and Suites Austin Downtown
Hampton Inn & Suites Austin-Downtown/Convention Center
Aloft Austin Downtown

Parking Information

$12 Event Daily Self-Parking; $16 Valet Daily; $45 Overnight Self-Parking or Valet.

Our Sponsors

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

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
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 $30 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.
frostbank.com
Northern Trust

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.
northerntrust.com/FIA
Goldman Sachs Philanthropy Fund

goldmansachs.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.
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 30 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 26 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
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.
ey.com
Fizer Beck

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
Fuentes Toubia, PLLC

Fuentes Toubia, PLLC, is a law firm dedicated solely to the nonprofit sector. With over 25 years’ experience helping hundreds of nonprofit clients, we understand that every nonprofit’s needs are unique while the sector’s desire to assist others is universal. The firm’s philosophy respects the culture of the philanthropic community: be creative, be efficient, and, most importantly, deliver measureable results. Whether a nonprofit’s legal needs relate to starting-up, tax exemption, deal negotiations, governance, or lobbying, Fuentes Toubia, PLLC, is happy to help.
toubialaw.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.
morganstanleygs.com

2018

Nonprofit Organizations Literacy Workshop

A Guide to Key Principles for Nonprofit Organizations

Austin Jan 17, 2018 Four Seasons Hotel Conference Concluded

Buy

Related products: eConferences Materials

Overview

Event Schedule

Wednesday Afternoon, Jan. 17, 2018

Wednesday Evening, Jan. 17, 2018

Conference Faculty

Kelli Archibald

Megan E. Bell

Jillian Bergman

Meredith S. Camp

Michaela J. Cromar

Karey Dubiel Dye

Kimberly M. Eney

Kenneth R. Garner

Katie Gerber

Stephanie Kenary

Rosalinda Marikar

Megan C. Sanders

Ruth Snell

Planning Committee

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Jody Blazek

Jonathan S. Blum

Michael V. Bourland

Mia Hsu Burton

Michaela J. Cromar

Lucille DiDomenico

Joanna Jefferson

Rachel Luna

Andrea L. March

Jeffrey T. McClean

Danika Hudik Mendrygal

Richard W. Meyer

Coleith Molstad

Darren B. Moore

Norman E. Nabhan

Rudolph R. Ramelli

David M. Rosenberg

Nicola Fuentes Toubia

Kay Walther

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 17, 2018 Four Seasons Hotel
Conference Concluded