42^nd Annual

Nonprofit Organizations Institute

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Jan 23-24, 2025 Four Seasons Hotel
Conference Concluded

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PREMIER SPONSOR

EVENT SPONSORS
Frost Wealth Advisors
Your Part-Time Controller, LLC

INSTITUTE SPONSORS
Arnold & Porter
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Brown Advisory
Ernst & Young LLP
Fizer, Beck, Webster, Bentley, & Scroggins, PC
Holland & Knight LLP
Morgan Stanley Graystone Consulting
Northern Trust

UNDERWRITER
Goldman Sachs Philanthropy Fund

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Overview

Don’t miss the 42nd Annual Nonprofit Organizations Institute, featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics.

Join a day early for the Nonprofit Organizations Fundamentals—a perfect overview for new entrants and seasoned practitioners in the field. It provides focused attention on core issues for both private foundations and charitable organizations, as well as opportunities ask questions of experts and colleagues.

Event Schedule

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

Day 1 January 23, 2025
Day 2 January 24, 2025

Time

Credit

Subject

Speaker
Thursday Morning, Jan. 23, 2025
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
7:30 am

Registration Opens

Includes continental breakfast.
8:20 am

Welcoming Remarks
8:30 am

1.00 hr

View of the Nonprofit Sector

There is much to discuss. The 2017 Tax Cuts and Jobs Act is about to expire, and extending it costs $4.6 trillion, but the federal debt already exceeds $35 trillion, so Congress is thirsty for cash. Meanwhile, Treasury and the IRS are rewriting the way in which donors, investment advisors, and sponsoring organizations work together on donor advised funds. For its part, the judiciary is busily reinterpreting statutes without deference to executive agency authority to answer fundamental questions like how much unrelated activity a social welfare organization may undertake before losing its tax-exempt status.

Kimberly Eney, Loeb & Loeb LLP - Washington, DC
Alexander L. Reid, Baker & Hostetler LLP - Washington, DC
9:30 am

1.00 hr

Demystifying the IRS, Treasury, and the Tax Legislative Process: Everything You Want to Know (But Were Afraid to Ask)

This session breaks down the key players and their roles at the IRS and Treasury, explores the issues we anticipate in 2025, and offers practical guidance on how charities can effectively impact the federal tax rules governing their operation. Whether you’re new to navigating these federal agencies or looking to deepen your understanding, this discussion should illuminate the critical institutions that regulate our sector.

Sasha Abrams, Gordon and Betty Moore Foundation - Palo Alto, CA
Ruth M. Madrigal, KPMG LLP - Washington, DC
10:30 am

20-Minute Break
CONCURRENT TRACKS
TRACK A: Governance and Fiduciary Duties
Presiding Officers:
Mallory Driggers, Philanthropy Southwest - Dallas, TX
Eric Wynn, Philanthropy Southwest - Dallas, TX
10:50 am

0.75 hr

Governance, Board Issues and General Fiduciary Duties

Explore important legal requirements and best practices for the governance of nonprofit organizations, including key organizational documents and policies, core fiduciary duties, and applicable state and federal tax laws.

Andrew C. Clearfield, Fizer Beck - Houston, TX
Thomas C. Schroeder, Davis Wright Tremaine LLP - Seattle, WA
11:35 am

5-Minute Break
11:40 am

0.75 hr

Negotiating Investments, Documenting Prudence – Legal Issues for Impact and Other Investments

Examine some practical approaches to core legal issues charitable organizations face in both impact and other investments, addressing how legal teams can support the organization’s economic and impact goals through effective diligence and negotiation with the investment target. Also, hear discussion on the applicability of UPMIFA’s prudence standard to endowment, mission-related, and program-related investments, and the critical role of effective investment policies and procedures.

Brittany Cvetanovich, The Ohio State University - Columbus, OH
Alison Looman, Ford Foundation - New York, NY
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
TRACK B: Structures for Impact
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
10:50 am

0.75 hr

Corporate Vehicles and Structures for Impact

Given that philanthropic capital represents less than .25% of the capital markets, if we are going to make any positive progress in the next two decades on the most pressing issues – from climate change to health care to inequality – then corporate actors will need to become vested in solutions, specifically by employing new corporate forms (e.g. Vital Farms PBC/Generate PBC), side car public charities (e.g. Carbon Mapper/Flexport.org) and perpetual purpose trusts (e.g. Patagonia, Meta). Review each of these new forms and discuss how and when they can be used most effectively.

Joel Beck-Coon, Chan Zuckerberg Initiative - Palo Alto, CA
Jorge Lopez, Builders Vision - Chicago, IL
Susan H. Mac Cormac, Morrison & Foerster LLP - San Francisco, CA
Casey Oetgen, Morgan, Lewis & Bockius LLP - New York, NY
11:35 am

5-Minute Break
11:40 am

0.75 hr

Hybrid/Tandem Structuring and Impact Financing

There are a myriad of ways that non-profits and for-profits can operate collaboratively together - through ownership, contractual relationships and governance. Panelists review the various forms, give examples and provide an analysis of what has worked and what has not as these structures have been evolving over the past 25 years, increasingly (although not always effectively) entering the mainstream. Explore use of hybrid/tandem structures to aggregate capital, deploy capital and operate assets - and hear advice on pitfalls to avoid when structuring and drafting.

Joel Beck-Coon, Chan Zuckerberg Initiative - Palo Alto, CA
Jorge Lopez, Builders Vision - Chicago, IL
Susan H. Mac Cormac, Morrison & Foerster LLP - San Francisco, CA
Casey Oetgen, Morgan, Lewis & Bockius LLP - New York, NY
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS A: Understanding Your Governing Documents and Organizational Policies (limited capacity)
10:50 am

1.50 hrs

Understanding Your Governing Documents and Organizational Policies: What They Say, What They Don’t, and What They Should

An overview of the essentials for governing documents and organizational policies before exploring emerging trends in nonprofit governance and policies, focusing on how an organization might use internal and external policies and documents to advance mission; position itself on and pursue important public and social issues or events (or not), whether equity, immigration, environmental advocacy, education reform, or other issues of social concern; encourage flexibility and nimbleness; and further and enhance compliance culture.

Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Susan Vignola, Patterson Belknap Webb & Tyler LLP - New York, NY
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS B: Advanced Issues in Self-Dealing (limited capacity)
10:50 am

1.50 hrs

Advanced Issues in Self-Dealing

Private foundations are subject to strict rules governing their activities. In particular, the rules regarding self-dealing are complex and failure to comply can lead to steep penalties for the self-dealer and foundation managers. Discuss more complex self-dealing scenarios beyond the run-of-the-mill compensation and leasing scenarios, work through hypothetical scenarios, provide practical advice for foundations on planning, and discuss how these issues may be viewed under an IRS audit.

Effie Babb, Hillspire, LLC - Menlo Park, CA
Meghan R. Biss, Loeb & Loeb LLP - Washington, DC
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
Thursday Afternoon, Jan. 23, 2025
Presiding Officer:
Megan E. Bell, Morgan, Lewis & Bockius LLP - New York, NY
LUNCHEON PRESENTATION
12:55 pm

0.75 hr

Disaster Relief for Everyone: Utilization of Collaboration

The panelists share stories of collaborative successes and failures in facilitating disaster relief, and address collaboration as between philanthropy (with an emphasis on funders) and the public and private sectors.

Moderator:
Danika H. Mendrygal, Mendrygal Law, PLLC - Dallas, TX
Panelists:
Chris Bugbee, OneStar Foundation - Austin, TX
Chris Hensman, Housing Partnership Network - Houston, TX
1:40 pm

15-Minute Break
1:55 pm

1.00 hr

GC Roundtable: Are You Ready?

Explore in-house counsel’s role in diagnosing and improving organizational readiness. Every organization is likely to face challenges and change--from organizational leadership transitions, to cybersecurity attacks and HR scandals—what capacities are needed to foster resilient institutions and what is legal’s role?

Emily Fan, The David and Lucile Packard Foundation - Los Altos, CA
Kristen M. Gurdin, Wellspring Philanthropic Fund, Inc. - New York, NY
Jennifer Shipp, Heising-Simons Foundation - Los Altos, CA
Ellen D. Willmott, Doctors Without Borders USA - New York, NY
2:55 pm

20-Minute Break
CONCURRENT TRACKS
TRACK C: DAFs / Direct Charitable Activities
Presiding Officer:
Megan E. Bell, Morgan, Lewis & Bockius LLP - New York, NY
3:15 pm

0.75 hr

Making Sense of the Donor Advised Fund Regulatory Landscape

Discuss the aspects of the proposed donor advised fund regulations issued by the Treasury Department in 2023 that received the most attention from the sector as well as linkages between the proposed regulations and perceptions of donor advised funds among legislators, regulators, and members of the public.

Carrie Trowbridge, New York Community Trust - New York, NY
Caroline Waldner, Morgan, Lewis & Bockius LLP - Washington, DC
4:00 pm

5-Minute Break
4:05 pm

0.75 hr

Aligning Structure to Strategy: Direct Charitable Activities, Recoverable Grants, & Funding Intermediaries

Long gone are the days when foundations simply make grants to public charities. For many, program teams collaborate with grantees on the ground, external advisors, and a diverse set of funders to co-develop projects, establish coalitions, flex the boundaries of traditional grants, and pivot strategy in real time. Modern foundations are funders and doers—and require flexible tools to match. This panel highlights the legal and practical considerations of meeting program teams where they are and supporting legal structures that follow and enhance strategy.

Corbin Morris, The Walton Family Foundation - Washington, DC
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY
4:50 pm

10-Minute Break
TRACK D: Private Benefit / Compensation
Presiding Officer:
Lucille DiDomenico, DiDomenico Group - Dallas, TX
3:15 pm

0.75 hr

Testing Boundaries: Examining the Illegality, Public Policy and Private Benefit Doctrines

Hear a brief discussion of the statutory basis, seminal court cases, and IRS guidance in areas such as civil disobedience/protest and discrimination. Examine recent applications of these authorities in some issue areas where boundaries are being tested and new precedents are in the making—for example, medical cannabis-related laws and rulings, questions around funding travel for abortion care in a post-Dobbs landscape, and race-conscious grant-making post-Fearless Foundation. And explore the IRS GLAM disapproving of nonprofit NIL collectives and other recent applications of the private benefit doctrine.

Diara M. Holmes, Loeb & Loeb LLP - Washington, DC
Damon James, The David and Lucile Packard Foundation - Los Altos, CA
4:00 pm

5-Minute Break
4:05 pm

0.75 hr

Compensation and Benefits: Setting, Paying and Disclosing

This session provides tips to tax-exempt organizations for avoiding compensation setting and reporting traps, including Section 4958 excise tax, Form 4960 excise tax, and inaccurate or unnecessary Form 990 disclosures.

Stephen M. Clarke, Ernst & Young LLP - Washington, DC
James F. Wynn II, Quatt Associates - Washington, DC
4:50 pm

10-Minute Break
MASTER CLASS C Content Strategy and Branding for Nonprofits (limited capacity)
3:15 pm

1.50 hrs

Content Strategy and Branding for Nonprofits

Explore the profound shifts happening in the charitable marketing landscape and how you can be better prepared to add value and strengthen the position of your nonprofit’s brand. The rapid advancements in AI technology, new and emerging changes in information consumption habits and personalization have created opportunity and risk. As we all adapt to the changing environment, what should we be looking out for and what can we do?

Sara Hall, ALSAC/St. Jude Children's Research Hospital - Memphis, TN
Natalie Malone, ALSAC/St. Jude Children's Research Hospital - Memphis, TN
Nazli Tamer, BerlinRosen, an Orchestra Company - Chicago, IL
4:50 pm

10-Minute Break
MASTER CLASS D: Private Foundation Grantmaking (limited capacity)
3:15 pm

1.50 hrs

Private Foundation Grantmaking: Agreements, Compliance, Reporting Tools and Provisions for Impact and Measurement

Review key compliance issues that arise in the lifecycle of a private foundation grant and discuss how grant agreements and reporting provisions can support an organization’s compliance effort and impact measurement. Sample agreements and provisions will be shared.

Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
Kristy Bernard Tsadick, The William and Flora Hewlett Foundation - Menlo Park, CA
4:50 pm

10-Minute Break
5:00 pm

1.00 hr ethics

Ethical Issues for Tax Practitioners in Privileged Communications

A practical overview of the ethical issues for tax practitioners related to providing tax advice and being a tax return preparer and consequences for privileged communications. Discuss several case studies for real-world examples of problems that non-profit organizations face and best practices to solve those problems.

David Gair, Troutman Pepper Locke - Dallas, TX
6:00 pm

Adjourn to Networking Reception (6:00 p.m. - 7:00 p.m.)

Join us for a networking opportunity with faculty and colleagues.

Thank You to Our Sponsor

Time

Credit

Subject

Speaker
Friday Morning, Jan. 24, 2025
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
7:30 am

Conference Room Opens

Includes continental breakfast.
8:30 am

1.00 hr

Texas Legislative Update and Navigating the Texas Legislature

With Texas's 89th Regular Legislative Session set to convene on January 14th, 2025, this session covers the state politics, policy, and legislative process to help non-profit leaders understand what to expect and how to navigate the new Texas Legislature. Join James Barragán, a veteran political reporter in Texas's largest non-profit newsroom, and Luis Soberon, a former staffer and advocate at a non-profit to get an insider's perspective on the forces shaping the Texas capitol.

James Barragán, The Texas Tribune - Austin, TX
Luis Soberon, Texas 2036 - Austin, TX
9:30 am

1.00 hr

Recent Developments and Trends on Targeted/Focused Philanthropy

Explore the current legal and regulatory landscape impacting targeted philanthropic efforts, how different organizations are assessing and managing possible risk associated with those efforts, and what tools and opportunities may be out there to continue to advance an organization’s ongoing mission.

Martha I. Jimenez, The California Endowment - Los Angeles, CA
Sharon P. Masling, Morgan, Lewis & Bockius LLP - Washington, DC
10:30 am

20-Minute Break
CONCURRENT TRACKS
TRACK E: Mergers and Acquisitions / Bankruptcy
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
10:50 am

0.75 hr

Nonprofit Transactions: When to Merge, Acquire or Dissolve

As nonprofits adapt to changing circumstances, opportunities for consolidation or acquisition frequently arise. In some cases, these transactions come from a position of strength, whereas some cases end up with a dissolution and transfer of assets. Discuss various considerations and best practices regarding these types of transactions, including structure, key considerations and common issues.

Jonathan S. Blum, Holland & Knight LLP - Dallas, TX
David A. Levitt, Adler & Colvin - San Francisco, CA
11:35 am

5-Minute Break
11:40 am

0.75 hr

Bankruptcy in the Nonprofit Context

A brief primer on bankruptcy, as well as ways in which nonprofit bankruptcies work.

Brian T. Cumings, Graves Dougherty Hearon & Moody - Austin, TX
Abigail R. Ryan, National Association of Attorneys General - Austin, TX
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
TRACK F: Gift Agreements / Fundraising and Co-Venturing
Presiding Officer:
Karey Dubiel Dye, Goldman Sachs Philanthropy Fund - Houston, TX
10:50 am

0.75 hr

The Anatomy of a Major Gift Agreement

Charitable giving is becoming an increasingly complicated negotiation between donors and donees. Explore the key deal terms of significant gift agreements, including the timing of and vehicles for pledge payments, the use and investment of donated funds, naming recognition, morality clauses, ongoing reporting obligations, and more.

H. Sujin Kim, The Metropolitan Museum of Art - New York, NY
Justin Zaremby, Patterson Belknap Webb & Tyler LLP - New York, NY
11:35 am

5-Minute Break
11:40 am

0.75 hr

The Nexus Between Charities and Consumer Protection: Fundraising and Commercial Co-Venturing

The ever-expanding options for charitable fundraising all have consumer protection and charitable trust law implications. From a state regulator perspective, this session addresses what issues may arise under various charitable fundraising scenarios, including commercial co-ventures and fundraising platforms, and what laws may apply. Some examples of enforcement activities in the area of fundraising are provided as illustrations.

Brian Gerard Armstrong, California Department of Justice - San Francisco, CA
Leslie J. Friedlander, Office of the Oklahoma Attorney General - Oklahoma City, OK
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS E: Post-Election Issues for Nonprofits (limited capacity)
10:50 am

1.50 hrs

Elections Have Consequences: Anticipating the New Congress and Administration

Now that we know who will be running the government in DC, what do nonprofits need to think about? How can charitable and philanthropic organizations be prepared for possible changes in regulatory focus and approach?

Rosemary E. Fei, Adler & Colvin - San Francisco, CA
Matthew T. Sanderson, Caplin & Drysdale, Chartered - Washington, DC
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS F: Litigation for Tax-Exempts (limited capacity)
10:50 am

1.50 hrs

Litigation for Charities

Discuss considerations and challenges unique to charity litigation: the role of the board and executive management in responding to and managing litigation; counsel's difficult role in representing the organization (not the individual officers and directors), a charity's duty to protect bequests in will contests, insurance policy issues, the role of states' attorneys general; and current priorities of attorney general investigations and lawsuits in Texas.

Yael Fuchs, Loeb & Loeb LLP - New York, NY
Susan K. Staricka, Staricka Law, PLLC - Austin, TX
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
Friday Afternoon, Jan. 24, 2025
Presiding Officer:
Lucille DiDomenico, DiDomenico Group - Dallas, TX
LUNCHEON PRESENTATION
12:55 pm

0.75 hr

Measuring Social Impact

Performance measurement is a key to success for social sector initiatives, yet many lack a credible and systematic approach to evaluation. This session discusses why measurement is challenging, core concepts and practical applications, and an illustrative case study.

Nadine Dechausay, Communities Foundation of Texas - Dallas, TX
Jeff Kutash, Boldly Go Philanthropy - Omaha, NE
1:40 pm

20-Minute Break
CONCURRENT TRACKS
TRACK G: Social Media / Data Security and Privacy
Presiding Officer:
Lucille DiDomenico, DiDomenico Group - Dallas, TX
2:00 pm

0.75 hr

Is Your Social Media Presence Compliant?

Powerful, flexible, and efficient; social media is a critical communication tool for most charities, but managing your social media presence requires knowledge about a complex array of overlapping legal issues. In this fast-paced overview, speakers introduce many of the interlocking legal issues you need to be aware of when managing your organizations social media strategy. Are you compliant with Federal Tax rules governing lobbying and political activity? Do your social media activities generate UBIT? How are you monitoring and managing charitable solicitation and cause marketing campaigns conducted via social media? What can you do to mitigate risks related to copyright infringement, data security, privacy, and even defamation? Speakers spotlight each of these issues and several others to ensure you have a broad understanding of each risk area.

Andrew Schulz, Adler & Colvin - Washington, DC
Bridget M. Weiss, Arnold & Porter Kaye Scholer LLP - Washington, DC
2:45 pm

5-Minute Break
2:50 pm

0.75 hr

Data Privacy and Cyber Liability: What You Don’t Know Puts Your Mission at Risk

Non-profits are at greater risk of losing donors after a data breach, because unlike being a victim of a data breach at a for profit company or a government entity – a relationship a consumer has largely based on the consumer’s need – a consumer’s relationship with a nonprofit is not necessarily need-based. Most organizational leaders still know very little about the risks that arise from the collection and storage of personal information collected from employees, volunteers, clients and donors. Considering this dark and somewhat frightening landscape, what must you know to understand the exposure and fortify your organization against the associated risks? This presentation shares practical takeaways about how to mitigate cybersecurity risk and also explains whether or not your non-profit is subject to the currently effective and pending state consumer data privacy laws.

Elizabeth Rogers, Winstead PC - Austin, TX
3:35 pm

Adjourn
TRACK H: Crisis Management / International Activities
Presiding Officer:
Norman E. Nabhan, Graystone Consulting - Houston, TX
2:00 pm

0.75 hr

It’s a Crisis: Who to Call and What to Do

If you are facing a crisis, who do you call? A lawyer? A crisis PR team? Or both? Discuss how to decide who you should turn to when you’re facing a significant organizational challenge. Also, talk through how lawyers and PR teams can best partner together as well as the goals, strategies and impact that a successful pairing of legal and PR teams can have for your organization.

Andrew Friedman, BerlinRosen, an Orchestra Company - New York, NY
Katherine Karl, Caplin & Drysdale, Chartered - Washington, DC
2:45 pm

5-Minute Break
2:50 pm

0.75 hr

Beyond the Border: US Charities Planning Foreign Initiatives

Join us for a beginner-level session designed to guide US-based charities through the complexities of international expansion. Explore the critical legal, financial, and operational factors involved in planning and executing foreign initiatives, whether it’s funding projects or setting up operations overseas, to help you make a global impact.

John Crawford, Ernst & Young LLP - Chicago, IL
Debbie Fine, Open Society Foundations - New York, NY
3:35 pm

Adjourn
MASTER CLASS G: The Different Flavors of Employment for Nonprofits (limited capacity)
2:00 pm

1.50 hrs

Employment Ins and Outs for Nonprofits

This session covers important topics affecting non-profit employers and workplaces. Hear a dynamic discussion regarding AI in recruitment, unionization, remote work, reasonable accommodations, the Pregnant Workers Fairness Act (PWFA), religion after Groff v. DeJoy, organizational restructuring, and the potential long-term implications of Loper Bright Enterprises v. Raimondo on employment-related regulations.

Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX
Michael Lopez, The Rockefeller Foundation - New York, NY
3:35 pm

Adjourn
MASTER CLASS H: AI from an In-House Perspective (limited capacity)
2:00 pm

1.50 hrs

AI from an In-House Perspective

This session is for anyone who’s thinking (or thinks they should be thinking) about responsible use and funding of AI. No expertise or experience required. Two members of a cross-functional working group (one from IT, one from Legal) share what they’ve learned from a technical, legal, and operational perspective and what they’re doing to enable responsible use of AI internally and responsible funding of AI externally. Gain insight into the basics before doing a deeper dive into practical implications and solutions.

Adam Crenshaw, Bill & Melinda Gates Foundation - Seattle, WA
Andrew Morris, Bill & Melinda Gates Foundation - Seattle, WA
3:35 pm

Adjourn

Day 1 January 23, 2025
Day 2 January 24, 2025

Download Schedule

Conference Faculty

Sasha Abrams

Gordon and Betty Moore Foundation
Palo Alto, CA

Brian Gerard Armstrong

California Department of Justice
San Francisco, CA

Effie Babb

Hillspire, LLC
Menlo Park, CA

James Barragán

The Texas Tribune
Austin, TX

Joel Beck-Coon

Chan Zuckerberg Initiative
Palo Alto, CA

Meghan R. Biss

Loeb & Loeb LLP
Washington, DC

Jonathan S. Blum

Holland & Knight LLP
Dallas, TX

Jason Boulette

Boulette Golden & Marin L.L.P.
Austin, TX

Chris Bugbee

OneStar Foundation
Austin, TX

Edward T. Chaney

Schell Bray PLLC
Chapel Hill, NC

Stephen M. Clarke

Ernst & Young LLP
Washington, DC

Andrew C. Clearfield

Fizer Beck
Houston, TX

John Crawford

Ernst & Young LLP
Chicago, IL

Adam Crenshaw

Bill & Melinda Gates Foundation
Seattle, WA

Brian T. Cumings

Graves Dougherty Hearon & Moody
Austin, TX

Brittany Cvetanovich

The Ohio State University
Columbus, OH

Nadine Dechausay

Communities Foundation of Texas
Dallas, TX

Kimberly Eney

Loeb & Loeb LLP
Washington, DC

Emily Fan

The David and Lucile Packard Foundation
Los Altos, CA

Rosemary E. Fei

Adler & Colvin
San Francisco, CA

Debbie Fine

Open Society Foundations
New York, NY

Leslie J. Friedlander

Office of the Oklahoma Attorney General
Oklahoma City, OK

Andrew Friedman

BerlinRosen, an Orchestra Company
New York, NY

Yael Fuchs

Loeb & Loeb LLP
New York, NY

David Gair

Troutman Pepper Locke
Dallas, TX

Kristen M. Gurdin

Wellspring Philanthropic Fund, Inc.
New York, NY

Sara Hall

ALSAC/St. Jude Children's Research Hospital
Memphis, TN

Chris Hensman

Housing Partnership Network
Houston, TX

Diara M. Holmes

Loeb & Loeb LLP
Washington, DC

Damon James

The David and Lucile Packard Foundation
Los Altos, CA

Martha I. Jimenez

The California Endowment
Los Angeles, CA

Katherine Karl

Caplin & Drysdale, Chartered
Washington, DC

H. Sujin Kim

The Metropolitan Museum of Art
New York, NY

Jeff Kutash

Boldly Go Philanthropy
Omaha, NE

David A. Levitt

Adler & Colvin
San Francisco, CA

Alison Looman

Ford Foundation
New York, NY

Jorge Lopez

Builders Vision
Chicago, IL

Michael Lopez

The Rockefeller Foundation
New York, NY

Susan H. Mac Cormac

Morrison & Foerster LLP
San Francisco, CA

Ruth M. Madrigal

KPMG LLP
Washington, DC

Natalie Malone

ALSAC/St. Jude Children's Research Hospital
Memphis, TN

Sharon P. Masling

Morgan, Lewis & Bockius LLP
Washington, DC

Danika H. Mendrygal

Mendrygal Law, PLLC
Dallas, TX

Darren B. Moore

Bourland, Wall & Wenzel, P.C.
Fort Worth, TX

Andrew Morris

Bill & Melinda Gates Foundation
Seattle, WA

Corbin Morris

The Walton Family Foundation
Washington, DC

Casey Oetgen

Morgan, Lewis & Bockius LLP
New York, NY

Alexander L. Reid

Baker & Hostetler LLP
Washington, DC

Elizabeth Rogers

Winstead PC
Austin, TX

Abigail R. Ryan

National Association of Attorneys General
Austin, TX

Matthew T. Sanderson

Caplin & Drysdale, Chartered
Washington, DC

Thomas C. Schroeder

Davis Wright Tremaine LLP
Seattle, WA

Andrew Schulz

Adler & Colvin
Washington, DC

Jennifer Shipp

Heising-Simons Foundation
Los Altos, CA

Luis Soberon

Texas 2036
Austin, TX

Susan K. Staricka

Staricka Law, PLLC
Austin, TX

Nazli Tamer

BerlinRosen, an Orchestra Company
Chicago, IL

Carrie Trowbridge

New York Community Trust
New York, NY

Kristy Bernard Tsadick

The William and Flora Hewlett Foundation
Menlo Park, CA

Susan Vignola

Patterson Belknap Webb & Tyler LLP
New York, NY

Caroline Waldner

Morgan, Lewis & Bockius LLP
Washington, DC

Bridget M. Weiss

Arnold & Porter Kaye Scholer LLP
Washington, DC

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

Ellen D. Willmott

Doctors Without Borders USA
New York, NY

James F. Wynn II

Quatt Associates
Washington, DC

Justin Zaremby

Patterson Belknap Webb & Tyler LLP
New York, NY

Planning Committee

Megan E. Bell—Co-Chair

Morgan, Lewis & Bockius LLP
New York, NY

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Morgan, Lewis & Bockius LLP
New York, NY

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Jonathan S. Blum

Holland & Knight LLP
Dallas, TX

Lucille DiDomenico

DiDomenico Group
Dallas, TX

Mallory Driggers

Philanthropy Southwest
Dallas, TX

Karey Dubiel Dye

Goldman Sachs Philanthropy Fund
Houston, TX

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Danika H. 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

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

Eric Wynn

Philanthropy Southwest
Dallas, TX

Credit Info

Austin

MCLE Credit

Texas – 13.50 hrs | 1.00 hrs Ethics
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 13.50 hrs | 1.00 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

New York – Available Via Reciprocity – 16.00 hrs | 1.00 hrs Ethics

As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines (PDF).

You must claim and certify your credit online in your UTCLE "Briefcase", and will then be provided a Certificate of Attendance for your records. Self-report your CLE credit directly to the New York State Bar Association. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 16.00 hrs | 1.00 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 13.50 hrs | 1.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 13.50 hrs | 1.00 hrs Ethics

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.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

National Accounting CPE – 16.00 hrs

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 (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings.

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 – 16.00 hrs

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 are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Jan 23-24, 2025 – Four Seasons Hotel

Conference Concluded

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Austin

Individual
Last day for $725.00 Early Bird pricing: Sep 13, 2024
Last day for $825.00 Regular pricing: Jan 8, 2025

$925.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $645.00 Early Bird pricing: Sep 13, 2024
Last day for $745.00 Regular pricing: Jan 8, 2025

$845.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $560.00 Early Bird pricing: Sep 13, 2024
Last day for $660.00 Regular pricing: Jan 8, 2025

$760.00 for registrations received after this time

Last day for cancellation (full refund): Jan 15, 2025

$50 processing fee applied after this date

Last day for cancellation: Jan 17, 2025

Venue

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701-4082
512-478-4500 (reservations)
Map

Accommodations

The Four Seasons Hotel room block has been exhausted.

Please see list below for nearby hotels.

Austin Marriott Downtown
The LINE Austin
JW Marriott Austin
Fairmont Austin
Hampton Inn & Suites Austin-Downtown/Convention Center
Hyatt Place Downtown

Parking Information

Daily self-parking: $23
Daily valet: $25
Overnight valet parking: $60

Additional Information

The conference will take place in the Four Seasons Ballroom located on the lake level of the hotel.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Morgan, Lewis & Bockius LLP

Since its founding in 1873, Morgan Lewis has represented philanthropists and the nonprofit organizations they create through every major development in the tax law. Our tax-exempt organizations team represents institutions of all kinds—corporate, family and institutional foundations, colleges and universities, hospitals, trade associations, religious organizations, governmental entities, cultural organizations, advocacy groups, and many others—in achieving their objectives.
www.morganlewis.com/services/tax-exempt-organizations
Frost Wealth Advisors

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR). One of the 50 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries.

Frost has a team of professionals who work together towards a common goal: to help you achieve financial security. Today the Frost Wealth Advisors are responsible for more than more than $64 billion in assets at September 30, 2024. of individuals, families, businesses and non-profit institutions. You can count on us for investment management, trust administration, estate and financial planning, real estate, oil and gas management, retirement plan management, tax planning and wealth management. Frost has built a legacy of involvement with the communities it serves, especially with the organizations that provide for the betterment of the community. In fact, we have a dedicated group of specialists in our Public Finance Division who understand the specialized financing, treasury, investment and insurance needs of Texas governmental and non-profit institutions including educational, religious and healthcare organizations.
www.frostbank.com/pages/personal-investments.aspx
Your Part-Time Controller, LLC

Your Part-Time Controller, LLC (YPTC) is celebrating 30 years of serving nonprofits! What began in 1993 as a small enterprise by Founder and President Eric Fraint has grown into a national firm of 600+ staff and 1700+ clients. YPTC does one thing and does it well—financial management for nonprofits. No matter the type, size, or location, YPTC offers valuable services to all clients, including accounting, financial reporting, data visualization, and more. Support, flexibility, and transformation mark our overall approach; we meet clients wherever they are. As a partner and strengthening agent, YPTC allows nonprofits to focus on what matters: furthering the mission of the organization. For more information, please visit our website www.yptc.com.
www.yptc.com/
Arnold & Porter

At Arnold & Porter, we are client-driven and industry-focused. With over 1,000 lawyers across 15 offices worldwide, we provide sophisticated regulatory, litigation, and transactional capabilities across multiple industries to nearly half of the Fortune 100, as well as many other clients.

Our Tax-Exempt Organizations team employs a comprehensive knowledge of market practices to develop innovative structures and vehicles that help clients maximize their charitable, policy, and social impact. Clients turn to us on issues involving collaborations and consortiums, complex multiparty transactions, corporate and venture philanthropy, governance, impact investing, intellectual property licensing, internal investigations, international affiliations, major gifts, and regulatory compliance, among many others. Leveraging our firm’s full breadth of experience, we provide sector-based insights and advice tailored to each client’s unique needs.
www.arnoldporter.com/en
Blazek & Vetterling

Blazek & Vetterling brings together a collective specialization in nonprofit organizations that we believe is unique. With approximately 80 people working with over 700 tax-exempt organizations, we believe that we bring more focused experience to our nonprofit, governmental, and employee benefit plan clients than any other firm. We are a nationally recognized leader in the nonprofit arena, offering audit, tax, and consulting services to a wide range of organizations. In addition to providing professional accounting services to nonprofit organizations, we teach locally and nationally, write, and serve on boards of directors. Our philosophy of service is to understand the unique issues that nonprofit organizations face and to approach them in a professional, business-oriented manner.
www.bvcpa.com
Bourland, Wall & Wenzel, P.C.

Bourland, Wall & Wenzel, P.C. (“BWW”) has been providing high-quality legal services since its founding more than 40 years ago. Throughout that time period, representation of nonprofit organizations, including trade and professional associations, has been a key component of the firm’s practice. BWW is located in downtown Fort Worth, Texas. This location has allowed our firm to work on sophisticated legal projects in a “large city” environment while also giving us the unique ability to represent and work closely with entrepreneurs—both on their for-profit projects as well as in their nonprofit endeavors.

BWW has 29 lawyers spread over a number of different practice areas. We consider ourselves a full-service firm, with limited exceptions where we partner with others. As part of our practice areas, we have lawyers skilled in business planning (including general contract law and leasing and rental issues), tax planning, employment law, intellectual property law, litigation, and the law of tax-exempt organizations. While located in the Dallas/Fort Worth Metroplex, we have major clients all over the State of Texas and Southwestern United States (as well as clients that go beyond those primary boundaries). Our clients’ businesses, however, have a much greater reach, as they operate nationally and internationally, resulting in us working on projects well beyond the State of Texas. From the standpoint of exempt organizations, we represent very small local organizations, from booster clubs to library associations, to state-wide and regional charitable organizations, to national organizations and organizations that work internationally.
www.bwwlaw.com
Brown Advisory

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.
www.brownadvisory.com
Ernst & Young LLP

Your business will only succeed if you build it on a strong foundation and grow it in a sustainable way. At EY, we believe that managing your tax obligations responsibly and proactively can make a critical difference. Our global teams of talented people bring you technical knowledge, business experience and consistency, all built on our unwavering commitment to quality service—wherever you are and whatever tax services you need.

We create highly networked teams that can advise on planning, compliance and reporting and help you maintain constructive tax authority relationships—wherever you operate. Our technical networks across the globe can work with you to reduce inefficiencies, mitigate risk and improve opportunity. Our 50,000 tax professionals, in more than 150 countries, are committed to giving you the quality, consistency and customization you need to support your tax function.
www.ey.com
Fizer, Beck, Webster, Bentley, & Scroggins, PC

FizerBeck has a highly-regarded and extensive nonprofit and tax exempt organizations practice, in which we assist clients in creating private foundations and public charities, render tax advice on the operation of tax exempt organizations and plan all forms of present and deferred charitable gifts. In this area, we are frequently called upon to obtain private letter rulings from the IRS, and represent tax exempt organizations before the IRS. In this practice area, we advise directors and trustees as to their rights, powers and duties, and in general, work with nonprofit and tax exempt organizations in all phases of their operations and administrative compliance. Clients range from individuals seeking to establish their own charitable organization to established national charities seeking fundraising, fiduciary and/or other legal advice.
www.fizerbeck.com
Holland & Knight LLP

Holland & Knight has a deeply engrained culture of collaboration, client service, efficiency and diversity, as well as integration across multiple practice groups and industries. Few other law firms have our combination of experience, knowledge and capabilities with nonprofit organizations.

As active industry contributors and thought leaders, our Nonprofit and Tax-Exempt Group takes pride in keeping our clients abreast of significant legal and industry developments impacting nonprofits, often before they happen. We are committed to learning about our nonprofit clients' operations, objectives and challenges. This combined focus on both the big picture and client specifics helps us provide tailored guidance to enhance our clients' decision-making to achieve desired outcomes and results. With H&K as a strategic partner, nonprofits are able to focus on what they do best, furthering their mission.
www.hklaw.com
Morgan Stanley Graystone Consulting

An independent business unit of Morgan Stanley, Graystone Consulting has more than 40 years of experience advising institutional clients as a fiduciary. Our boutique business structure, depth of experience and vast resources have helped us grow into one of the most respected investment consulting firms in the U.S. Whether you are looking to reduce expenses, enhance returns or align your mission with your investments, Graystone is your strategic partner. Our research on “Best of Class” 3rd party asset management firms is one of the broadest in the industry, designed to help nonprofits and foundations meet their investment goals. Graystone consults on over 800 Foundations & Endowment clients with a combined $29B in AUM.
graystone.morganstanley.com/norman.e.nabhan
Northern Trust

Northern Trust Foundation & Institutional Advisors serves foundations, endowments and other institutional investors as a dedicated investment advisor or a fully outsourced chief investment officer. The practice is consultative and advice-driven, providing holistic solutions that combine sophisticated advisory expertise with a spectrum of value-added services.
www.northerntrust.com/FIA
Goldman Sachs Philanthropy Fund

www.goldmansachs.com

42nd Annual

Nonprofit Organizations Institute

PRESENTED BY The University of Texas School of Law Philanthropy Southwest

Austin Jan 23-24, 2025 Four Seasons Hotel Conference Concluded

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Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Jan. 23, 2025

Thursday Afternoon, Jan. 23, 2025

Friday Morning, Jan. 24, 2025

Friday Afternoon, Jan. 24, 2025

Conference Faculty

Sasha Abrams

Brian Gerard Armstrong

Effie Babb

James Barragán

Joel Beck-Coon

Meghan R. Biss

Jonathan S. Blum

Jason Boulette

Chris Bugbee

Edward T. Chaney

Stephen M. Clarke

Andrew C. Clearfield

John Crawford

Adam Crenshaw

Brian T. Cumings

Brittany Cvetanovich

Nadine Dechausay

Kimberly Eney

Emily Fan

Rosemary E. Fei

Debbie Fine

Leslie J. Friedlander

Andrew Friedman

Yael Fuchs

David Gair

Kristen M. Gurdin

Sara Hall

Chris Hensman

Diara M. Holmes

Damon James

Martha I. Jimenez

Katherine Karl

H. Sujin Kim

Jeff Kutash

David A. Levitt

Alison Looman

Jorge Lopez

Michael Lopez

Susan H. Mac Cormac

Ruth M. Madrigal

Natalie Malone

Sharon P. Masling

Danika H. Mendrygal

Darren B. Moore

Andrew Morris

Corbin Morris

Casey Oetgen

Alexander L. Reid

Elizabeth Rogers

Abigail R. Ryan

Matthew T. Sanderson

Thomas C. Schroeder

Andrew Schulz

Jennifer Shipp

Luis Soberon

Susan K. Staricka

Nazli Tamer

Carrie Trowbridge

Kristy Bernard Tsadick

Susan Vignola

Caroline Waldner

Bridget M. Weiss

Maura L. Whelan

Ellen D. Willmott

James F. Wynn II

Justin Zaremby

Planning Committee

42^nd Annual

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Jan 23-24, 2025 Four Seasons Hotel
Conference Concluded