University of Texas School of Law

eCourse

Answer Bar: How to Protect Your Nonprofit (Jan 2018)

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Session 1: Texas Nonprofit Law 101 - Hear an overview of the essential characteristics of Texas nonprofit organizations, legal requirements, benefits and restrictions of tax exemption, guiding governance principles and state regulation.

Session 2: Governance Literacy 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.

Session 3: UBIT Literacy: You’re doing WHAT?? - 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.

Session 4: Investment Literacy - 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.

Session 5: Financial Statements Literacy 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.

Session 6: Form 990: The Naughty and The Nice - What can be the good and bad consequences for your organization of having its Form 990 publicly available and making audited financials available to funders who request them? Walk through the documents and hear from multiple perspectives on the key things that either worry or reassure them. What are “hot buttons” in Form 990 and audited financials that are likely to attract negative attention? What are signs of sound governance and compliance? What can a nonprofit do to present the best picture of itself?

Session 7: ​GC/CFO Roundtable: Risk Management Tools to Prepare for the Unexpected - A discussion on the common risk areas for nonprofits and how to mitigate these risks, including ideas to help nonprofits manage unexpected risks, such as natural disasters and embezzlement.

Session 8: Anatomy of an Attorney General Investigation Explore the various aspects of an investigation of a charitable organization by the Texas Attorney General’s Office. Learn how and why an investigation may be initiated, what to anticipate as part of the investigative process, the potential consequences of an investigation, and best practices for dealing with an investigation.

Session 9: Funding Advocacy: A Roadmap for Private Foundations - Take that “no lobbying” language out of your private foundation grant agreements! Or at least some of them. Explore various ways in which 501(c)(3) private foundations may make grants that support lobbying and other types of advocacy.

Session 10: Keeping an Eye on Privacy and Data Protection Risks - Gain practical tips for reducing the data privacy and protection risks faced by nonprofits.
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Total Credit Hours:
9.50 | 0.50 ethics     Credit Info

TX MCLE credit expires: 2/28/2019

Includes: Audio Paper Slides

$355  

Preview Sessions
Credit Hours
1. Texas Nonprofit Law 101 (Jan 2017)

Danika Hudik Mendrygal, Susan K. Staricka

0.75 0.25 0.00 0.75 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 44 mins
Paper
Part 1 – 21 pgs
Part 2 – 240 pgs
(pdf)

SESSION 1 — 44 mins, credit 0.75 | 0.25 ethics

Session 1:

Texas Nonprofit Law 101 (Jan 2017)

Hear an overview of the essential characteristics of Texas nonprofit organizations, legal requirements, benefits and restrictions of tax exemption, guiding governance principles and state regulation.

Originally presented at: Jan 2017 Nonprofit Organizations Institute

Danika Hudik Mendrygal, Mendrygal Law, PLLC - Dallas, TX
Susan K. Staricka, Office of the Attorney General - Austin, TX

2. Governance Literacy (Feb 2018)

Meredith S. Camp

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

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

SESSION 2 — 61 mins, credit 1.00

Session 2:

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

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

Michaela J. Cromar, Rosalinda Marikar

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

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

SESSION 3 — 66 mins, credit 1.00

Session 3:

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

4. Investment Literacy (Feb 2018)

Karey Dubiel Dye, Stephanie Kenary

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

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

SESSION 4 — 55 mins, credit 1.00

Session 4:

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

5. Financial Statements Literacy (Feb 2018)

Jillian Bergman, Ruth Snell

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

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

SESSION 5 — 50 mins, credit 0.75

Session 5:

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

6. Form 990: The Naughty and The Nice (Feb 2018)

Jody Blazek, Mimi Holt, Catherine E. Livingston

1.50 0.00 0.00 1.50  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 94 mins
Paper (pdf) 1 pgs
Paper (pdf) 12 pgs
Paper (pdf) 8 pgs
Slides (pdf) 19 pgs

SESSION 6 — 94 mins, credit 1.50

Session 6:

Form 990: The Naughty and The Nice (Feb 2018)

What can be the good and bad consequences for your organization of having its Form 990 publicly available and making audited financials available to funders who request them? Walk through the documents and hear from multiple perspectives on the key things that either worry or reassure them. What are “hot buttons” in Form 990 and audited financials that are likely to attract negative attention? What are signs of sound governance and compliance? What can a nonprofit do to present the best picture of itself?

Originally presented at: Jan 2018 Nonprofit Organizations Institute

Jody Blazek, Blazek & Vetterling - Houston, TX
Mimi Holt, Blazek & Vetterling - Houston, TX
Catherine E. Livingston, Jones Day - Washington, DC

7. ​GC/CFO Roundtable: Risk Management Tools to Prepare for the Unexpected (Feb 2018)

Nicola Fuentes Toubia, Katherine Karl, Ellen Taus, Ellen D. Willmott

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 62 mins
Paper (pdf) 25 pgs
Slides (pdf) 8 pgs

SESSION 7 — 62 mins, credit 1.00

Session 7:

​GC/CFO Roundtable: Risk Management Tools to Prepare for the Unexpected (Feb 2018)

A discussion on the common risk areas for nonprofits and how to mitigate these risks, including ideas to help nonprofits manage unexpected risks, such as natural disasters and embezzlement.

Originally presented at: Jan 2018 Nonprofit Organizations Institute

Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
Katherine Karl, The Humane Society of the U.S. - Washington, DC
Ellen Taus, The Rockefeller Foundation - New York, NY
Ellen D. Willmott, The Susan G. Komen Breast Cancer Foundation, Inc. - Dallas, TX

8. Anatomy of an Attorney General Investigation (Jan 2017)

David M. Rosenberg, Susan K. Staricka, C. Andrew Weber

1.00 0.25 0.00 1.00 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 57 mins
Paper (pdf) 30 pgs

SESSION 8 — 57 mins, credit 1.00 | 0.25 ethics

Session 8:

Anatomy of an Attorney General Investigation (Jan 2017)

Explore the various aspects of an investigation of a charitable organization by the Texas Attorney General’s Office. Learn how and why an investigation may be initiated, what to anticipate as part of the investigative process, the potential consequences of an investigation, and best practices for dealing with an investigation.

Originally presented at: Jan 2017 Nonprofit Organizations Compliance and Internal Review Workshop

David M. Rosenberg, Thompson & Knight LLP - Dallas, TX
Susan K. Staricka, Office of the Attorney General - Austin, TX
C. Andrew Weber, Kelly Hart & Hallman LLP - Austin, TX

9. Funding Advocacy: A Roadmap for Private Foundations (Feb 2018)

John Pomeranz

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 43 mins
Slides (pdf) 10 pgs

SESSION 9 — 43 mins, credit 0.75

Session 9:

Funding Advocacy: A Roadmap for Private Foundations (Feb 2018)

Take that “no lobbying” language out of your private foundation grant agreements! Or at least some of them. Explore various ways in which 501(c)(3) private foundations may make grants that support lobbying and other types of advocacy.

Originally presented at: Jan 2018 Nonprofit Organizations Institute

John Pomeranz, Harmon, Curran, Spielberg + Eisenberg, LLP - Washington, DC

10. Keeping an Eye on Privacy and Data Protection Risks (Feb 2018)

Wendell J. Bartnick

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 47 mins
Paper (pdf) 17 pgs
Slides (pdf) 13 pgs

SESSION 10 — 47 mins, credit 0.75

Session 10:

Keeping an Eye on Privacy and Data Protection Risks (Feb 2018)

Gain practical tips for reducing the data privacy and protection risks faced by nonprofits.  

Originally presented at: Jan 2018 Nonprofit Organizations Institute

Wendell J. Bartnick, Reed Smith LLP - Houston, TX