University of Texas School of Law

eConference

2020 Nonprofit Organizations Fundamentals eConference

Contains material from Feb 2020

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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 opportunities to walk through practical tips and advice, and to get answers from experts and colleagues.
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Total Credit Hours:
4.00     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 1/31/2021

Includes: Audio Paper Slides

$145  

Preview Sessions
Credit Hours
1. The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T (Feb 2020)

Pam Alexanderson, Juliette N. Voskanian

1.00 0.00 0.00 1.00  

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Audio (mp3) 62 mins
Slides (pdf) 26 pgs

SESSION 1 — 62 mins, credit 1.00

Session 1:

The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T (Feb 2020)

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.

Originally presented at: Jan 2020 Nonprofit Organizations Fundamentals Workshop

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

2. Financial Statement Essentials (Feb 2020)

Neely D. Duncan, Sarah Loghin

1.00 0.00 0.00 1.00  

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Audio (mp3) 59 mins
Slides (pdf) 28 pgs

SESSION 2 — 59 mins, credit 1.00

Session 2:

Financial Statement Essentials (Feb 2020)

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.

Originally presented at: Jan 2020 Nonprofit Organizations Fundamentals Workshop

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

3. Fiduciary Duties and Conflicts of Interest (Feb 2020)

Kathleen (Katie) Gerber

1.00 0.00 0.00 1.00  

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Audio (mp3) 61 mins
Slides (pdf) 19 pgs

SESSION 3 — 61 mins, credit 1.00

Session 3:

Fiduciary Duties and Conflicts of Interest (Feb 2020)

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.

Originally presented at: Jan 2020 Nonprofit Organizations Fundamentals Workshop

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

4. Perspectives from Former Regulators on Charitable Oversight (Feb 2020)

Chelsea R. Rubin, Susan K. Staricka

1.00 0.00 0.00 1.00  

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Audio (mp3) 63 mins
Paper (pdf) 12 pgs
Slides (pdf) 19 pgs

SESSION 4 — 63 mins, credit 1.00

Session 4:

Perspectives from Former Regulators on Charitable Oversight (Feb 2020)

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.

Originally presented at: Jan 2020 Nonprofit Organizations Fundamentals Workshop

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