University of Texas School of Law
2019
Nonprofit Organizations Back to Basics Workshop
Austin Jan 16, 2019 Four Seasons Hotel
$175 Individual  |  $225 after Jan 9
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
Westwood Wealth Management


SPONSORS
Ernst & Young LLP
Morgan Stanley Graystone Consulting


UNDERWRITER
Goldman Sachs Philanthropy Fund

UT Law CLE

2019 Nonprofit Organizations Back to Basics Workshop

Program Features
The 2019 Nonprofit Organizations Back to Basics Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations—exemption fundamentals, grantmaking and grantseeking, revenue generating activities, and impact investing.

Plus, this year's Form 990-PF and Form 990 Workshops provide multiple small-group opportunities to walk through tips for filling out key sections, policies, financials, compensation, etc., and to 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

2019 Nonprofit Organizations Back to Basics Workshop

10/23/18
Schedule

Wednesday Afternoon, Jan. 16, 2019

Back to Basics Presentations (Main Ballroom)

[2018 Presentation Description—Please edit or approve] 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 and outline basic concepts and practical guidance for practitioners.

See presentation details and times below – select on registration form.

Form 990-PF and Form 990 Workshops (Small-Group Breakouts)

These workshops are identical sessions designed to provide multiple opportunities throughout the day for instruction and discussion in a small-group format. Please register for the workshop session of your choice. 

See presentation details 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.

CONCURRENT TRACKS

1A: Back to Basics: Exemption Fundamentals

Presiding Officer:
Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
1:30 pm

1.00 hr

1A: Back to Basics: Exemption Fundamentals

1B: Form 990-PF Workshop (limited capacity - choose 1)

1:30 pm

1.00 hr

1B: Form 990-PF Workshop

Walk through Form 990-PF, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

1C: Form 990 Workshop (limited capacity - choose 1)

1:30 pm

1.00 hr

1C: Form 990 Workshop

Walk through Form 990, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

 
2:30 pm
Break

2:45 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.

CONCURRENT TRACKS

2A: Back to Basics: Grantmaking and Grantseeking

Presiding Officer:
Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
2:45 pm

1.00 hr

2A: Back to Basics: Grantmaking and Grantseeking

Julie Lerudis, Boettcher Foundation - Denver, CO
Terry Quinn, The Texas Tribune - Austin, TX

2B: Form 990-PF Workshop (limited capacity - choose 1)

2:45 pm

1.00 hr

2B: Form 990-PF Workshop

Walk through Form 990-PF, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

2C: Form 990 Workshop (limited capacity - choose 1)

2:45 pm

1.00 hr

2C: Form 990 Workshop

Walk through Form 990, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

 
3:45 pm
Break

4:00 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.

CONCURRENT TRACKS

3A: Back to Basics: Revenue Generating Activities and Tax Compliance

Presiding Officer:
Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
4:00 pm

1.00 hr

3A: Back to Basics: Revenue Generating Activities and Tax Compliance

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX

3B: Form 990-PF Workshop (limited capacity - choose 1)

4:00 pm

1.00 hr

3B: Form 990-PF Workshop

Walk through Form 990-PF, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

3C: Form 990 Workshop (limited capacity - choose 1)

4:00 pm

1.00 hr

3C: Form 990 Workshop

Walk through Form 990, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

 
5:00 pm
Break

5:15 P.M. CONCURRENT SESSIONS

Please select on registration form. Each session ends with a 15-minute break.

CONCURRENT TRACKS

4A: Back to Basics: Impact Investing

Presiding Officer:
Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
5:15 pm

1.00 hr

4A: Back to Basics: Impact Investing

Impact investments are generally private investments made with the intention of generating both a social or environmental impact and a financial return. Increasingly, philanthropic organizations and individuals are using impact investing as a tool to complement grant-making and programmatic activities. Learn about different legal structures and requirements for impact investments, including the difference between program related investments (PRIs) and mission related investments (MRIs). Explore different opportunities to further your organization’s mission across the capital spectrum. 

Megan Starr, Goldman Sachs & Co. LLC - New York, NY
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY

4B: Form 990-PF Workshop (limited capacity - choose 1)

5:15 pm

1.00 hr

4B: Form 990-PF Workshop

Walk through Form 990-PF, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

4C: Form 990 Workshop (limited capacity - choose 1)

5:15 pm

1.00 hr

4C: Form 990 Workshop

Walk through Form 990, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.

 
6:15 pm
Adjourn to Reception

Wednesday Evening, Jan. 16, 2019

Welcome Reception (6:15 p.m. – 7:15 p.m.)

Join us for drinks and hors d'oeuvres with program faculty and attendees.
 
Thank You to Our Sponsor
Frost Wealth Advisors

UT Law CLE

2019 Nonprofit Organizations Back to Basics Workshop

Faculty

Conference Faculty

Michaela J. Cromar
CliftonLarsonAllen LLP
Fort Worth, TX
Julie Lerudis
Boettcher Foundation
Denver, CO
Terry Quinn
The Texas Tribune
Austin, TX
Megan Starr
Goldman Sachs & Co. LLC
New York, NY
Maura L. Whelan
Simpson Thacher & Bartlett LLP
New York, NY

Planning Committee

Joyce Hellums—Co-Chair
Ernst & Young LLP
Austin, TX
Tomer Inbar—Co-Chair
Patterson Belknap Webb & Tyler LLP
New York, NY
Megan E. Bell
Patterson Belknap Webb & Tyler LLP
New York, NY
Jody Blazek
Blazek & Vetterling
Houston, TX
Jonathan S. Blum
Polsinelli PC
Dallas, TX
Mia Hsu Burton
Michael & Susan Dell Foundation
Austin, TX
Michaela J. Cromar
CliftonLarsonAllen LLP
Fort Worth, TX
Lucille DiDomenico
DiDomenico Group
Dallas, TX
Karey Dubiel Dye
Goldman Sachs & Co. LLC
Houston, TX
Joanna Jefferson
The University of Texas School of Law
Austin, TX
Andrea L. March
Texas Rio Grande Legal Aid
Austin, TX
Danika Hudik Mendrygal
Mendrygal Law, PLLC
Dallas, TX
Darren B. Moore
Bourland, Wall & Wenzel, P.C.
Fort Worth, TX
Norman E. Nabhan
Graystone Consulting
Houston, TX
Sandra Nathan
Philanthropy Southwest
TX
Nicola Fuentes Toubia
Fuentes Toubia, PLLC
Houston, TX
Kay Walther
Blazek & Vetterling
Houston, TX

UT Law CLE

2019 Nonprofit Organizations Back to Basics Workshop

Key Dates

Austin

  • Last day for Individual early registration: Jan 9, 2019
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Jan 11, 2019
  • Last day for cancellation (partial refund): Jan 14, 2019
    $50 processing fee applied

UT Law CLE

2019 Nonprofit Organizations Back to Basics Workshop

Hotel / Venue

Austin

Four Seasons Hotel

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

Parking Information

$16 daily self-parking; $18 valet
$45 overnight self or valet
(subject to change)