Overview

The 2020 Nonprofit Organizations Fundamentals 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—the Forms 990, financial statements, fiduciary duties and conflicts of interest, and ex-regulators’ perspectives on charitable oversight.

Plus, this year's Lobbying and Political Campaign Workshops, as well as the IRS Audit Workshops, provide multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues. 

Continue on for the Nonprofit Organizations Institute for two full days of 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. 22, 2020
  • Fundamentals 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.
  • Lobbying and Political Activity Workshops (Small-Group Breakouts)

    These workshops provide two opportunities during the day for instruction and discussion in a small-group format. Please register for the one workshop session of your choice. 

    See presentation details and times below – select on registration form.
  • IRS Audit Workshops (Small-Group Breakouts)

    These workshops provide two opportunities during the day for instruction and discussion in a small-group format. Please register for the one 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: Fundamentals: The Forms 990
    Presiding Officer:
    Jonathan S. Blum, Polsinelli PC - Dallas, TX
  • 1:30 pm
    1.00 hr
    The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T

    Pam Alexanderson, Moss Adams - Albuquerque, NM
    Juliette N. Voskanian, PwC - Philadelphia, PA

    Learn how to determine which form is required to be filed based on your organization's structure and size, and discuss the differences and similarities between the forms to understand the requirements for filing.
  • 1B: Political Activity Workshop: Public Charities (limited capacity - choose 1)
  • 1:30 pm
    1.00 hr
    Lobbying and Political Campaign Activity (Public Charity Focus)

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

    This session walks through the distinction between lobbying and political activity, and provides a better understanding of what activities are permitted and what are not. NOTE: This session is identical to the following session at 2:45 p.m. Select only one on the order form.
  • 1C: Political Activity Workshop: Private Foundations (limited capacity - choose 1)
  • 1:30 pm
    1.00 hr
    Lobbying and Political Campaign Activity (Private Foundation Focus)

    Karl Mill, Adler & Colvin - San Francisco, CA

    This session walks through the distinction between lobbying and political activity, and provides a better understanding of what activities are permitted and what are not. Explore specific strategies for private foundations to remain compliant with the private foundation rules on political activity while still making an impact on key issues. NOTE: This session is identical to the following session at 2:45 p.m. Select only one on the order form.
  • 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: Fundamentals: Financial Statements
    Presiding Officer:
    Jonathan S. Blum, Polsinelli PC - Dallas, TX
  • 2:45 pm
    1.00 hr
    Financial Statement Essentials

    Neely D. Duncan, BKD, LLP - Dallas, TX
    Sarah Loghin, BKD, LLP - Austin, TX

    Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis.
  • 2B: Political Activity Workshop: Public Charities (limited capacity - choose 1)
  • 2:45 pm
    1.00 hr
    Lobbying and Political Campaign Activity (Public Charity Focus)

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

    This session walks through the distinction between lobbying and political activity, and provides a better understanding of what activities are permitted and what are not. NOTE: This session is identical to the previous session at 1:30 p.m. Select only one on the order form.
  • 2C: Political Activity Workshop: Private Foundations (limited capacity - choose 1)
  • 2:45 pm
    1.00 hr
    Lobbying and Political Campaign Activity (Private Foundation Focus)

    Karl Mill, Adler & Colvin - San Francisco, CA

    This session walks through the distinction between lobbying and political activity, and provides a better understanding of what activities are permitted and what are not. Explore specific strategies for private foundations to remain compliant with the private foundation rules on political activity while still making an impact on key issues. NOTE: This session is identical to the previous session at 1:30 p.m. Select only one on the order form.
  • 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: Fundamentals: Fiduciary Duties
    Presiding Officer:
    Jonathan S. Blum, Polsinelli PC - Dallas, TX
  • 4:00 pm
    1.00 hr
    Fiduciary Duties and Conflicts of Interest

    Kathleen (Katie) Gerber, Thompson & Knight LLP - Dallas, TX

    An overview of the fiduciary duties imposed on directors of nonprofit corporations and trustees of charitable trusts under state law and the conflict of interest rules under state law and U.S. federal tax law.
  • 3B: IRS Audit Workshop: Public Charities (limited capacity - choose 1)
  • 4:00 pm
    1.00 hr
    IRS Audit Workshop: Public Charities

    Christina N. Cahill, Polsinelli PC - New York, NY
    Stephen M. Clarke, Ernst & Young LLP - Washington, DC

    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. In this small-group breakout, review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process. NOTE: This session is identical to the following session at 5:15 p.m. Select only one on the order form.
  • 3C: IRS Audit Workshop: Private Foundations (limited capacity - choose 1)
  • 4:00 pm
    1.00 hr
    IRS Audit Workshop: Private Foundations

    Kurt Coburn, Blazek & Vetterling - Houston, TX
    Samuel Greenberg, Ernst & Young LLP - Los Angeles, CA

    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. In this small-group breakout, review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process. NOTE: This session is identical to the following session at 5:15 p.m. Select only one on the order form.
  • 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: Fundamentals: Oversight in the Charitable Sector
    Presiding Officer:
    Jonathan S. Blum, Polsinelli PC - Dallas, TX
  • 5:15 pm
    1.00 hr
    Perspectives from Former Regulators on Charitable Oversight

    Chelsea R. Rubin, Morgan, Lewis & Bockius LLP - Washington, DC
    Susan K. Staricka, Staricka Law, PLLC - Austin, TX

    Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations.
  • 4B: IRS Audit Workshop: Public Charities (limited capacity - choose 1)
  • 5:15 pm
    1.00 hr
    IRS Audit Workshop: Public Charities

    Christina N. Cahill, Polsinelli PC - New York, NY
    Stephen M. Clarke, Ernst & Young LLP - Washington, DC

    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. In this small-group breakout, review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process. NOTE: This session is identical to the previous session at 4:00 p.m. Select only one on the order form.
  • 4C: IRS Audit Workshop: Private Foundations (limited capacity - choose 1)
  • 5:15 pm
    1.00 hr
    IRS Audit Workshop: Private Foundations

    Kurt Coburn, Blazek & Vetterling - Houston, TX
    Samuel Greenberg, Ernst & Young LLP - Los Angeles, CA

    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. In this small-group breakout, review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process. NOTE: This session is identical to the previous session at 4:00 p.m. Select only one on the order form.
  • 6:15 pm
    Adjourn to Reception

  • Wednesday Evening, Jan. 22, 2020
  • Welcome Reception (6:15 p.m. – 7:15 p.m.)

    Join us for a networking opportunity with faculty and colleagues.
     

Conference Faculty

Pam Alexanderson

Moss Adams
Albuquerque, NM

Christina N. Cahill

Polsinelli PC
New York, NY

Stephen M. Clarke

Ernst & Young LLP
Washington, DC

Kurt Coburn

Blazek & Vetterling
Houston, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Neely D. Duncan

BKD, LLP
Dallas, TX

Kathleen (Katie) Gerber

Thompson & Knight LLP
Dallas, TX

Samuel Greenberg

Ernst & Young LLP
Los Angeles, CA

Sarah Loghin

BKD, LLP
Austin, TX

Karl Mill

Adler & Colvin
San Francisco, CA

Chelsea R. Rubin

Morgan, Lewis & Bockius LLP
Washington, DC

Susan K. Staricka

Staricka Law, PLLC
Austin, TX

Juliette N. Voskanian

PwC
Philadelphia, PA

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

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

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 & Co. LLC
Houston, TX

Darren B. Moore

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

Norman E. Nabhan

Graystone Consulting
Houston, 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 22, 2020 – Four Seasons Hotel
Conference Concluded
Buy
Austin
Last day for Individual early registration: Jan 15, 2020

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Jan 15, 2020

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Jan 15, 2020

Add $50 for registrations received after this time

Last day for cancellation (full refund): Jan 17, 2020

$50 processing fee applied after this date

Last day for cancellation: Jan 20, 2020

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 daily valet
$45 overnight valet parking
(subject to change)  

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