University of Texas School of Law
2018
Nonprofit Organizations Literacy Workshop
A Guide to Key Principles for Nonprofit Organizations
Austin Jan 17, 2018 Four Seasons Hotel
$175 Individual  |  $225 after Jan 10
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

UT Law CLE

2018 Nonprofit Organizations Literacy Workshop

Program Features
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 "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.

UT Law CLE

2018 Nonprofit Organizations Literacy Workshop

11/24/17
Schedule

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)

Coordinated by: Megan E. Bell, Patterson Belknap Webb & Tyler LLP, New York, NY

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.

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:
Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, 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

1C: IRS Audit Workshop: Private Foundations (limited capacity)

1:30 pm

1.00 hr

1C: IRS Audit Workshop: Private Foundations

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:
Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, TX
2:45 pm

1.00 hr

2A: UBIT Literacy: Your’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

2C: IRS Audit Workshop: Private Foundations (limited capacity)

2:45 pm

1.00 hr

2C: IRS Audit Workshop: Private Foundations

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:
Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, 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

3C: IRS Audit Workshop: Private Foundations (limited capacity)

4:00 pm

1.00 hr

3C: IRS Audit Workshop: Private Foundations

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:
Coleith Molstad, The Roy F. & Joann Cole Mitte Foundation - Austin, 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

4C: IRS Audit Workshop: Private Foundations (limited capacity)

5:15 pm

1.00 hr

4C: IRS Audit Workshop: Private Foundations

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

UT Law CLE

2018 Nonprofit Organizations Literacy Workshop

Faculty

Conference Faculty

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
Stephanie Kenary
Goldman Sachs & Co. LLC
New York, NY
Rosalinda Marikar
CliftonLarsonAllen LLP
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

UT Law CLE

2018 Nonprofit Organizations Literacy Workshop

Credit Information

MCLE Credit

Texas
4.00 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
4.00 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.  
Ohio – Expected
4.00 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 Supreme Court of Ohio within 30 days after the conference. You will receive a Certificate of Attendance at the conference to keep for your records.
Oklahoma
5.00 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

National Accounting CPE
5.00 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.
TX Accounting CPE
5.00 hrs
Additional Information
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 will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

UT Law CLE

2018 Nonprofit Organizations Literacy Workshop

Key Dates

Austin

  • Last day for Individual early registration: Jan 10, 2018
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Jan 12, 2018
  • Last day for cancellation (partial refund): Jan 15, 2018
    $50 processing fee applied

UT Law CLE

2018 Nonprofit Organizations Literacy Workshop

Hotel / Venue

Austin

Four Seasons Hotel

98 San Jacinto Blvd
Austin, TX 78701-4082
512.685.8100 (reservations)
Map

Accommodations

UTCLE has secured a special room rate of $263 for city-view rooms and $293 for lake-view rooms at the Four Seasons Hotel. Please be sure to make your reservation by December 17, 2017. Discounted rates will not be honored after the cutoff date. Room rate subject to availability.


Please mention “UT Law Nonprofit Organizations Institute” when you make your reservation by phone to ensure you receive the discounted rate.

Parking Information

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

UT Law CLE

2018 Nonprofit Organizations Literacy Workshop

Sponsors