University of Texas School of Law

eConference

2018 Nonprofit Organizations Literacy eConference (Feb 2018)

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The 2018 Nonprofit Organizations Literacy eConference is the perfect overview for new entrants and seasoned practitioners in the field. The main program provides focused attention on core issues for both private foundations and charitable organizations—governance, UBIT, investment, and financial statements.
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Total Credit Hours:
3.75     Credit Info
Specialization: Estate Planning and Probate Law | Estate Planning and Probate Law | Tax Law | Tax Law

TX MCLE credit expires: 1/31/2020

Includes: Audio Slides

$125  

Preview Sessions
Credit Hours
1. 1A: Governance Literacy (Feb 2018)

Meredith S. Camp

1.00 0.00 0.00 1.00  

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Audio (mp3) 61 mins
Slides (pdf) 29 pgs

SESSION 1 — 61 mins, credit 1.00

Session 1:

1A: Governance Literacy (Feb 2018)

Governance at nonprofit organizations is often not a priority until something goes wrong. Gain practical tips to help board and staff members avoid problems, and review governance topics including fiduciary duties, governing documents, policies, procedures, and the roles of the board, officers, committees, and staff members.

Originally presented at: Jan 2018 Nonprofit Organizations Literacy Workshop

Meredith S. Camp, Wells Fargo Bank - Dallas, TX

2. 2A: UBIT Literacy: You’re doing WHAT?? (Feb 2018)

Michaela J. Cromar, Rosalinda Marikar

1.00 0.00 0.00 1.00  

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for offline use.

Audio (mp3) 66 mins
Slides (pdf) 26 pgs

SESSION 2 — 66 mins, credit 1.00

Session 2:

2A: UBIT Literacy: You’re doing WHAT?? (Feb 2018)

Hear the basics of Unrelated Business Income, including the definition, exceptions, and issues relating to advertising and sponsorship. Examine how much is too much UBI, plus key traps for the unwary.

Originally presented at: Jan 2018 Nonprofit Organizations Literacy Workshop

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

3. 3A: Investment Literacy (Feb 2018)

Karey Dubiel Dye, Stephanie Kenary

1.00 0.00 0.00 1.00  

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Audio (mp3) 55 mins
Slides (pdf) 38 pgs

SESSION 3 — 55 mins, credit 1.00

Session 3:

3A: Investment Literacy (Feb 2018)

Developing and maintaining a successful investment program that supports the mission and withstands challenging market environments requires the right mix of governance and portfolio management discipline. Review the fiduciary underpinnings, board considerations and policies, and key investment concepts that contribute to an effective investment strategy.

Originally presented at: Jan 2018 Nonprofit Organizations Literacy Workshop

Karey Dubiel Dye, Goldman Sachs & Co. LLC - Houston, TX
Stephanie Kenary, Goldman Sachs & Co. LLC - New York, NY

4. 4A: Financial Statements Literacy (Feb 2018)

Jillian Bergman, Ruth Snell

0.75 0.00 0.00 0.75  

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for offline use.

Audio (mp3) 50 mins
Slides (pdf) 19 pgs

SESSION 4 — 50 mins, credit 0.75

Session 4:

4A: Financial Statements Literacy (Feb 2018)

Understanding financial statements is the key to understanding the financial health of your organization. Review the basic financial statements (statement of net assets, statement of changes in net assets, and statement of cash flows) and common disclosures. A look at NFP-specific accounting, including donor restrictions, net assets classes, functional expenses, and new guidance.

Originally presented at: Jan 2018 Nonprofit Organizations Literacy Workshop

Jillian Bergman, Holtzman Partners, LLP - Austin, TX
Ruth Snell, Holtzman Partners, LLP - Austin, TX