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
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Ernst & Young LLP
FizerBeck

Fuentes Toubia, PLLC
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

12/14/18
Schedule

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

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.

Jeffrey E. Sher, Fizer Beck - Houston, TX

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.

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

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.

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

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

Experts on both sides of the philanthropic funding equation share their expectations and experiences with raising and giving away money.

Moderator:
Lucille DiDomenico, DiDomenico Group - Dallas, TX
Panelists:
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.

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

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.

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

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

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. 

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.

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

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.

Joanne Krueger, PwC - Philadelphia, PA
Declan Tansey, Arnold & Porter - Washington, DC

 
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.

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

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.

Joanne Krueger, PwC - Philadelphia, PA
Declan Tansey, Arnold & Porter - Washington, DC

 
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

UT Law CLE

2019 Nonprofit Organizations Back to Basics Workshop

Faculty

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
Joanne Krueger
PwC
Philadelphia, PA
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
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

UT Law CLE

2019 Nonprofit Organizations Back to Basics 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.  
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

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

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) 

UT Law CLE

2019 Nonprofit Organizations Back to Basics Workshop

Sponsors