2024

Nonprofit Organizations Fundamentals

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Feb 7, 2024 Four Seasons Hotel
Conference Concluded

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PREMIER SPONSOR

EVENT SPONSORS
Frost Wealth Advisors
Northern Trust Foundation & Institutional Advisors
Your Part-Time Controller, LLC

INSTITUTE SPONSORS
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

UNDERWRITER
Goldman Sachs Philanthropy Fund

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Overview

The 2024 Nonprofit Organizations Fundamentals 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, as well as opportunities to ask questions of experts and colleagues.

Continue on for the 41st Annual 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

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

Time

Credit

Subject

Speaker
Wednesday Afternoon, Feb. 7, 2024
Presiding Officer:
Andrea L. March, Texas Rio Grande Legal Aid - Austin, TX
1:00 pm

Registration Opens

Includes light refreshments.
1:50 pm

Welcoming Remarks
2:00 pm

1.00 hr

Setting Up a Nonprofit: State Law and Organizational Issues and Considerations

Establishing a solid legal and tax foundation is essential for nonprofits. This presentation addresses how to prevent organizational building blocks from becoming missional roadblocks.

Harrison M. Smith, HMS Law - North Richland Hills, TX
Elaine Sommerville, Sommerville & Associates, P.C. - Arlington, TX
3:00 pm

1.00 hr

Applying for and Maintaining Tax-Exempt Status

Hear what you need to know to become tax exempt and to stay that way.

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX
Katherine E. David, Steptoe & Johnson PLLC - San Antonio, Texas
4:00 pm

15-Minute Break
4:15 pm

1.00 hr

The Form 990 Series

This session covers the fundamentals of the Form 990, with an emphasis on the essential information that every director, officer, fundraiser, and staff member must understand. Hear how the Form 990 is simultaneously a public relations tool for potential donors and a compliance roadmap, both internally (for staff) and externally (for regulators).

Barbara Murphy, Blazek & Vetterling - Houston, TX
Genevra Williams, Mendrygal Law, PLLC - Dallas, TX
5:15 pm

1.00 hr

When Things Don’t Work Out: Combining, Winding Down and Dissolution Issues

This session discusses the legal and accounting implications that one should consider when a tax-exempt nonprofit corporation decides to merge with another non-profit, dissolve or undertake other formation changes. When a significant change in formation and/or structure occurs, public charities and private foundations will need to follow steps to execute the change in a legal, efficient, and beneficial manner, and this session discusses these steps so you and your organization are prepared should you decide to pursue a significant change in formation and/or structure.

Pam Alexanderson, Moss Adams - Albuquerque, NM
Nykolas McKissic, Holland & Knight LLP - Dallas, TX
6:15 pm

Adjourn to Networking Reception (6:15 p.m. - 7:15 p.m.)

Join us for a networking opportunity with faculty and colleagues.

Download Schedule

Conference Faculty

Pam Alexanderson

Moss Adams
Albuquerque, NM

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Katherine E. David

Steptoe & Johnson PLLC
San Antonio, Texas

Nykolas McKissic

Holland & Knight LLP
Dallas, TX

Barbara Murphy

Blazek & Vetterling
Houston, TX

Harrison M. Smith

HMS Law
North Richland Hills, TX

Elaine Sommerville

Sommerville & Associates, P.C.
Arlington, TX

Genevra Williams

Mendrygal Law, PLLC
Dallas, TX

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

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Holland & Knight LLP
Dallas, TX

Tyree Collier

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 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

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

Eric Wynn

Philanthropy Southwest
Dallas, TX

Credit Info

Austin

MCLE Credit

Texas – 4.00 hrs
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 – 4.00 hrs

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.

Oklahoma – 5.00 hrs

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 – 4.00 hrs

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 – 4.00 hrs

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 – 4.50 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. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast.)

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 – 4.50 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 – Feb 7, 2024 – Four Seasons Hotel

Conference Concluded

Buy

Austin

Individual
Last day for $225.00 Early Bird pricing: Sep 15, 2023
Last day for $275.00 Regular pricing: Jan 24, 2024

$325.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $200.00 Early Bird pricing: Sep 15, 2023
Last day for $250.00 Regular pricing: Jan 24, 2024

$300.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $170.00 Early Bird pricing: Sep 15, 2023
Last day for $220.00 Regular pricing: Jan 24, 2024

$270.00 for registrations received after this time

Last day for cancellation (full refund): Feb 2, 2024

$50 processing fee applied after this date

Last day for cancellation: Feb 5, 2024

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: $16
Daily valet: $18
Overnight valet parking: $50

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 $48.6 billion in assets at June 30, 2023 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
Northern Trust Foundation & Institutional Advisors

For over 130 years, Northern Trust has been serving individuals, corporations, institutions and nonprofits worldwide. Northern Trust offers a unique proposition to nonprofit organizations, combining the expertise and perspective gained through generations of service to successful families with the investment management and custody infrastructure required by large institutional clients. We serve as a dedicated investment advisor, offering recommendations regarding asset allocation and manager selection, or as a fully outsourced CIO working with your board of directors and investment committee to design and implement a sophisticated investment program. We have almost four decades of experience managing open architecture multi-manager assets on a discretionary and advisory basis. Our multi-asset class, multi-manager approach blends active and passive investment strategies to develop an optimal portfolio designed to achieve your investment objectives, spending needs and return expectations with the lowest possible level of risk.

Our process of identifying strong and compelling investment strategies has been proven in good and bad economic times. We understand the complex investment challenges that today’s nonprofits face, and most importantly, we blend our expertise and experience to help our clients further their mission.
www.northerntrust.com/FIA
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/
Blazek & Vetterling

Blazek & Vetterling brings together a collective specialization in nonprofit organizations that we believe is unique. With approximately 75 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
Goldman Sachs Philanthropy Fund

www.goldmansachs.com

2024

Nonprofit Organizations Fundamentals

PRESENTED BY The University of Texas School of Law Philanthropy Southwest

Austin Feb 7, 2024 Four Seasons Hotel Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Wednesday Afternoon, Feb. 7, 2024

Conference Faculty

Pam Alexanderson

Michaela J. Cromar

Katherine E. David

Nykolas McKissic

Barbara Murphy

Harrison M. Smith

Elaine Sommerville

Genevra Williams

Planning Committee

Megan E. Bell—Co-Chair

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Joanna Jefferson—Director

Jody Blazek

Jonathan S. Blum

Tyree Collier

Lucille DiDomenico

Mallory Driggers

Karey Dubiel Dye

Andrea L. March

Danika Hudik Mendrygal

Darren B. Moore

Norman E. Nabhan

Jeffrey E. Sher

Nicola Fuentes Toubia

Kay Walther

Maura L. Whelan

Eric Wynn

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Four Seasons Hotel

Accommodations

Parking Information

Additional Information

Our Sponsors

Stay in the loop with UT Law CLE

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Feb 7, 2024 Four Seasons Hotel
Conference Concluded