Overview

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.

Event Schedule

  • Time
    Credit
    Subject
    Speaker
  • Wednesday Afternoon, Jan. 16, 2019
  • Back to Basics Presentations (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 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

    Jeffrey E. Sher, Fizer Beck - Houston, TX

    An overview of exemption under 501(c), and primarily 501(c)(3), examining what it means to be nonprofit and charitable, the organizational and operational tests, private benefit and private inurement, private foundations and public charities, unrelated business income, lobbying and political campaign activities, procedural matters, and more.
  • 1B: Form 990-PF Workshop (limited capacity - choose 1)
  • 1:30 pm
    1.00 hr
    1B: Form 990-PF Workshop

    Adam Brown, Ernst & Young LLP - Phoenix, AZ
    Kurt Coburn, Blazek & Vetterling - Houston, TX

    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

    Barbara Murphy, Blazek & Vetterling - Houston, TX
    Melva Scott, Ernst & Young LLP - Fort Worth, TX

    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

    Moderator:
    Lucille DiDomenico, DiDomenico Group - Dallas, TX
    Panelists:
    Julie Lerudis, Boettcher Foundation - Denver, CO
    Terry Quinn, The Texas Tribune - Austin, TX

    Experts on both sides of the philanthropic funding equation share their expectations and experiences with raising and giving away money.
  • 2B: Form 990-PF Workshop (limited capacity - choose 1)
  • 2:45 pm
    1.00 hr
    2B: Form 990-PF Workshop

    Adam Brown, Ernst & Young LLP - Phoenix, AZ
    Kurt Coburn, Blazek & Vetterling - Houston, TX

    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

    Barbara Murphy, Blazek & Vetterling - Houston, TX
    Melva Scott, Ernst & Young LLP - Fort Worth, TX

    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

    An overview of revenue-generating activities, including how to distinguish between related and unrelated activities, taxable and nontaxable unrelated activities, and how to structure activities for the result that the organization wants. Also a (quick) look at whether and when unrelated business taxable income (UBTI) is a “bad thing” and what to do about it if it is becoming a problem. 
  • 3B: Form 990-PF Workshop (limited capacity - choose 1)
  • 4:00 pm
    1.00 hr
    3B: Form 990-PF Workshop

    Kelli Archibald, Ernst & Young LLP - Phoenix, AZ
    William D. Fournier, Caplin & Drysdale, Chartered - Washington, DC

    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

    Declan Tansey, Arnold & Porter - Washington, DC

    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

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

    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. 
  • 4B: Form 990-PF Workshop (limited capacity - choose 1)
  • 5:15 pm
    1.00 hr
    4B: Form 990-PF Workshop

    Kelli Archibald, Ernst & Young LLP - Phoenix, AZ
    William D. Fournier, Caplin & Drysdale, Chartered - Washington, DC

    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

    Declan Tansey, Arnold & Porter - Washington, DC

    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 a networking opportunity with faculty and colleagues.
     
    Thank You to Our Sponsor
    Frost Wealth Advisors

Conference Faculty

Kelli Archibald

Ernst & Young LLP
Phoenix, AZ

Adam Brown

Ernst & Young LLP
Phoenix, AZ

Kurt Coburn

Blazek & Vetterling
Houston, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

DiDomenico Group
Dallas, TX

William D. Fournier

Caplin & Drysdale, Chartered
Washington, DC

Julie Lerudis

Boettcher Foundation
Denver, CO

Barbara Murphy

Blazek & Vetterling
Houston, TX

Terry Quinn

The Texas Tribune
Austin, TX

Melva Scott

Ernst & Young LLP
Fort Worth, TX

Jeffrey E. Sher

Fizer Beck
Houston, TX

Megan Starr

Goldman Sachs & Co. LLC
New York, NY

Declan Tansey

Arnold & Porter
Washington, DC

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

Amy Askari

Philanthropy Southwest
Dallas, TX

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
Dallas, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Credit Info

MCLE Credit
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.  
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.  
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.
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
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.
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.  

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Austin – Jan 16, 2019 – Four Seasons Hotel
Conference Concluded
Buy
Austin
Last day for Individual early registration: Jan 9, 2019

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Jan 9, 2019

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Jan 9, 2019

Add $50 for registrations received after this time

Last day for cancellation (full refund): Jan 11, 2019

$50 processing fee applied after this date

Last day for cancellation: Jan 14, 2019

Venue

speaker

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

Accommodations

The room block at The Four Seasons has been exhausted. 

Nearby accommodations include: 
The LINE Austin
Fairmont Austin
Hampton Inn & Suites
Hyatt Place Downtown
Hilton Austin
Courtyard by Marriott Austin Downtown 

Or visit: http://events.hotelsforhope.com/v6/?siteid=34298&CID=LONGHORN to search for a hotel 

Parking Information

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

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