Overview

Join us for the Nonprofit Organizations Fundamentals program—a perfect overview for new entrants and seasoned practitioners in the field, providing focused attention on core issues for both private foundations and charitable organizations.

And stay on for the full 
38th Annual Nonprofit Organizations Institute, offering a flexible schedule with three partial days, combining key updates and sector trends each morning with in-depth “Master Classes” and related interactive breakout discussions on the issues most relevant to your organization or practice. Hear from nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations. 

This is sure to be engaging for longtime attendees and newcomers alike, and an online event you don’t want to miss!

Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Time
    Credit
    Subject
    Speaker
  • Tuesday Morning, Jan. 19, 2021
    Presiding Officer:
    Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
  • 8:50 am
    Welcoming Remarks

  • 9:00 am
    1.00 hr
    Understanding the 501(c) and Governmental Entity Universe
    An overview of the various types of tax-exempt organizations from 501(c)(3) public charities and private foundations to governmental organizations and beyond. 

    Meghan R. Biss, Caplin & Drysdale, Chartered - Washington, DC

  • 10:00 am
    15-Minute Break

  • 10:15 am
    1.00 hr
    Applying for Tax Exemption
    Discuss the basics of applying for recognition of tax-exempt status from the IRS (focusing on 501(c)(3) status but touching on others as well). Address the procedures and forms to follow, as well as offering tips on what to include in the application.

    Justin J. Lowe, Ernst & Young LLP - Washington, DC
    Madeline Obler, Office of General Counsel, United States Conference of Catholic Bishops - Washington, DC

  • 11:15 am
    15-Minute Break

  • 11:30 am
    1.00 hr
    IRS Audits
    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. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.

    Christina N. Cahill, Polsinelli PC - New York, NY
    Kurt Coburn, Blazek & Vetterling - Houston, TX

  • 12:30 pm
    Adjourn

Conference Faculty

Meghan R. Biss

Caplin & Drysdale, Chartered
Washington, DC

Christina N. Cahill

Polsinelli PC
New York, NY

Kurt Coburn

Blazek & Vetterling
Houston, TX

Justin J. Lowe

Ernst & Young LLP
Washington, DC

Madeline Obler

Office of General Counsel, United States Conference of Catholic Bishops
Washington, DC

Planning Committee

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Patterson Belknap Webb & Tyler LLP
New York, NY

Joanna Jefferson—Director

The University of Texas School of Law
Austin, 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

Tyree Collier

Thompson & Knight LLP
Dallas, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

DiDomenico Group
Dallas, TX

Karey Dubiel Dye

Goldman Sachs Philanthropy Fund
Houston, TX

Hillary Evans

Philanthropy Southwest
Dallas, 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

Jeffrey E. Sher

Fizer Beck
Houston, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Credit Info

MCLE Credit
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
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 to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion .

MCLE credit is presented based on a 60-minute credit hour.
Other Credit
No Additional Credit Information.
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

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

Key Dates

Live Webcast – Jan 19, 2021
Conference Concluded
Buy
Live Webcast
Last day for cancellation (full refund): Jan 15, 2021

$50 processing fee applied after this date

Last day for cancellation: Jan 18, 2021

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