40^th Annual

Nonprofit Organizations Institute

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Jan 19-20, 2023 Four Seasons Hotel
Conference Concluded

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PREMIER SPONSOR

EVENT SPONSORS
Frost Wealth Advisors
Your Part-Time Controller, LLC

INSTITUTE SPONSORS
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
Ernst & Young LLP
Fizer, Beck, Webster, Bentley & Scroggins, PC
Morgan Stanley Graystone Consulting
Northern Trust Foundation & Institutional Advisors
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UNDERWRITER
Goldman Sachs Philanthropy Fund

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Overview

Don’t miss the 40th Annual Nonprofit Organizations Institute, featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics.

Join a day early for the Nonprofit Organizations Fundamentals Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.

Event Schedule

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

Day 1 January 19, 2023
Day 2 January 20, 2023

Time

Credit

Subject

Speaker
Thursday Morning, Jan. 19, 2023
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
7:30 am

Registration Opens

Includes continental breakfast.
8:15 am

Welcoming Remarks
8:30 am

1.00 hr

A View of the Sector

Explore the latest in policy and regulation from the US Government in an effort to answer the question: What just happened? You’ll be the first to know about topics like donor advised fund regulations, end of year legislation, and what is Congress likely to do next? What about those expiring incentives for charitable giving, will they be renewed? Meanwhile, the Supreme Court continues to unwind the regulatory powers of the executive branch.

Rosemary E. Fei, Adler & Colvin - San Francisco, CA
Alexander L. Reid, BakerHostetler - Washington, DC
9:30 am

1.00 hr

The Future of Philanthropy and the Nonprofit Sector: Where Do We Go From Here?

Against the global and local backdrop of pandemics, ongoing and increasing inequities, market volatility, and other fault lines and challenges, philanthropy continues to play a critical role – but that role is evolving and impacted by these same changes. How do we respond? What is the best way for philanthropy to engage and support? This panel explores the backdrop dynamics and their impact on the role of (and opportunities for) philanthropy, discuss predictions and expectations for what is next, and provide practical experience and perspectives from the trenches.

Moderator:
Megan E. Bell, Morgan, Lewis & Bockius LLP - New York, NY
Panelists:
Elizabeth Peters, The William and Flora Hewlett Foundation - Menlo Park, CA
David A. Shevlin, Simpson Thacher & Bartlett LLP - New York, NY and Los Angeles, CA
Christie Yang, Walton Family Foundation - Washington, DC
10:30 am

20-Minute Break
CONCURRENT TRACKS
TRACK A: Organizational Effectiveness for Public Charities
Presiding Officer:
Jonathan S. Blum, Polsinelli PC - Dallas, TX
10:50 am

0.75 hr

Organizational Effectiveness for Public Charities: PART 1

Define organizational effectiveness and discuss best practices for public charities to achieve it, including strategic planning, governance, sustainable revenue, and important relationships. As public charities face economic headwinds, organizations can focus on these key areas to maximize sustainability.

Jonathan S. Blum, Polsinelli PC - Dallas, TX
Diara M. Holmes, Loeb & Loeb LLP - Washington, DC
Andrew Schulz, New Venture Fund - Washington, DC
Materials By:
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
11:35 am

5-Minute Break
11:40 am

0.75 hr

Organizational Effectiveness for Public Charities: PART 2

Jonathan S. Blum, Polsinelli PC - Dallas, TX
Diara M. Holmes, Loeb & Loeb LLP - Washington, DC
Andrew Schulz, New Venture Fund - Washington, DC
Materials By:
Nicola Fuentes Toubia, Fuentes Toubia, PLLC - Houston, TX
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
TRACK B: Organizational Effectiveness for Private Foundations
Presiding Officer:
Tony Fundaro, Philanthropy Southwest - Dallas, TX
10:50 am

0.75 hr

What is an “Effective” Private Foundation in 2023? PART 1

With the backdrop of the COVID-19 pandemic, the national reckoning with systemic racial injustice, extreme climate events and other developments since 2020, how do we assess private foundation effectiveness? Gain insight into the important role of legal counsel in assisting private foundations in implementing policies and procedures to promote resilience and nimbleness while maintaining compliance. We will explore risk-based approaches to governance, grantmaking, advocacy and relationships with other philanthropic structures. We will also consider planning for transitions in mission objectives, leadership successions and terminations.

Vanessa Goodwin, Arnold Ventures LLC - Houston, TX
Kristen M. Gurdin, Robert Wood Johnson Foundation - New York, NY
Susan Vignola, Patterson Belknap Webb & Tyler LLP - New York, NY
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY
11:35 am

5-Minute Break
11:40 am

0.75 hr

What is an “Effective” Private Foundation in 2023? PART 2

Vanessa Goodwin, Arnold Ventures LLC - Houston, TX
Kristen M. Gurdin, Robert Wood Johnson Foundation - New York, NY
Susan Vignola, Patterson Belknap Webb & Tyler LLP - New York, NY
Maura L. Whelan, Simpson Thacher & Bartlett LLP - New York, NY
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS A: Your Internet Presence (limited capacity)
10:50 am

1.50 hrs

MASTER CLASS: Understanding Your Internet Presence: Opportunities for Engagement and Legal Considerations

What is “web presence” and why does it matter more than ever? Learn about what web presence is and isn’t, how nonprofits are using web presence to advance their missions today, and how to assess your organization’s risks in this fast-evolving area.

Lawrence Mendenhall, American Academy of Ophthalmology and AAO Foundation - San Francisco, CA
Sandro Serra, Pillsbury Winthrop Shaw Pittman LLP - Austin, TX
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS B: Organizational Policies and Insurance (limited capacity)
10:50 am

1.50 hrs

MASTER CLASS: Organizational Policies and Insurance: Conflicts of Interest, Record Retention, Whistleblowers, and More

A strong set of policies serve as a key building block in good governance and organizational effectiveness. This Master Class offers an in-depth consideration of a number of standard organizational policies to better understand not only the nature of the policies and their format but also what they are designed to accomplish and how they tie into an overall compliance program. it also examines the interaction between insurance and organizational policies as well as the way in which volunteer immunity statutes tie in with these concepts.

Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Jeffrey E. Sher, Fizer Beck - Houston, TX
12:25 pm

Pick Up Lunch (30-Minutes)

Included in registration.
Thursday Afternoon, Jan. 19, 2023
Presiding Officer:
Megan E. Bell, Morgan, Lewis & Bockius LLP - New York, NY
LUNCHEON PRESENTATION
THANK YOU TO OUR SPONSOR
12:55 pm

0.75 hr

Demystifying the IRS and Treasury: Practical Guidance and Considerations

Moderator:
Elinor Ramey, Steptoe & Johnson LLP - Washington, DC
Panelist:
Rachel D. Levy, IRS, Office of Chief Counsel - Washington, DC
1:40 pm

15-Minute Break
1:55 pm

1.00 hr

Attorney General Roundtable: Trends in Enforcement and Compliance

Attorney general offices are key players in enforcement and compliance affecting both public charities and private foundations. Join representatives of the National Association of State Charity Officials (NASCO) and several states to learn more about state regulators’ most recent activities and priorities.

Moderator:
Susan K. Staricka, Staricka Law, PLLC - Austin, TX
Panelists:
Leslie Joan Friedlander, Office of the Attorney General - Austin, TX
Yael Fuchs, Office of the New York State Attorney General - New York, NY
Beth Short, Ohio Attorney General's Office - Columbus, OH
2:55 pm

20-Minute Break
CONCURRENT TRACKS
TRACK C: Crypto / Commercial Activities
Presiding Officer:
Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX
3:15 pm

0.75 hr

Crypto and the Analog Nonprofit

With so much turmoil in the markets, there’s never been a better time to understand the many factors that nonprofits and donors should consider in donating, accepting/receiving, selling and investing in cryptocurrency and similar digital assets—be ready for when either crypto markets rebound, or we transition into the next frontier of digital asset ownership. There are many advantages to encouraging donations of cryptocurrency, but several factors that nonprofits must consider to proceed with a wise gift acceptance plan. Discuss these factors and dive into a sample gift acceptance policy.

Ross E. Bruch, Brown Brothers Harriman & Co. - Philadelphia, PA
Karin Prangley, Brown Brothers Harriman & Co. - Chicago, IL
4:00 pm

5-Minute Break
4:05 pm

0.75 hr

Commercial Activities and UBIT

Exempt organizations are increasingly focused on generating additional revenue, capitalizing on tangible and intangible assets, and partnering with for-profit entities. This session will cover trends in the area, instances of how the UBIT rules apply, and examples of how including tax in early stage project/revenue planning can add value, improve post-tax returns, and avoid unpleasant surprises.

Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
Justin J. Lowe, Ernst & Young LLP - Washington, DC
4:50 pm

10-Minute Break
TRACK D: Endowment Investing / Direct Charitable Activities
Presiding Officer:
Megan E. Bell, Morgan, Lewis & Bockius LLP - New York, NY
3:15 pm

0.75 hr

Two Sides of the Same Coin: Legal and Practical Issues in Endowment Investing and Spending

With markets down and in flux throughout 2022, many organizations are wondering what they can expect from their portfolios in 2023 and what the hit to their endowment spending may look like in the coming years. This session covers the legal framework of the Uniform Prudent Management of Institutional Funds Act and addresses endowment investing and spending through the lens of how organizations are navigating these questions today.

Christopher E. Blume, Goldman Sachs - New York, NY
Carrie Trowbridge, New York Community Trust - New York, NY
4:00 pm

5-Minute Break
4:05 pm

0.75 hr

Direct Charitable Activities, Recoverable Grants, and Funding Intermediaries and Fiscal Sponsors

Private foundations can achieve their charitable goals with a range of tools. Explore practical use cases for direct charitable activities, recoverable grants, and fiscal sponsorships. Panelists will flag traps for the unwary and work through case studies to illustrate how private foundations can use these structures to maximize their social impact.

Erica Guyer, The Rockefeller Foundation - New York, NY
Shea Loewen Lazarow, Humanity United - San Francisco, CA
4:50 pm

10-Minute Break
MASTER CLASS C: Legal Compliance Post-Dobbs (limited capacity)
3:15 pm

1.50 hrs

MASTER CLASS: Legal Compliance Issues in a Post-Dobbs World

An overview of the evolving post-Dobbs legal landscape. Discuss key issues for organizations to consider in light of the federal and state legal implications of the Dobbs decision on employee benefits, fiduciary duties, tax-exempt status, and more.

E. Pierce Blue, Morgan, Lewis & Bockius LLP - Washington, DC
Christina N. Cahill, Polsinelli PC - New York, NY
4:50 pm

10-Minute Break
MASTER CLASS D: Anatomy of an Impact Investment (limited capacity)
3:15 pm

1.50 hrs

MASTER CLASS: Anatomy of an Impact Investment

Focus on an in-depth analysis of the structures, key terms and negotiation of impact investments.

Brittany Cvetanovich, The Ohio State University - Columbus, OH
Miranda Lindl O'Connell, Builders Vision - San Francisco, CA
4:50 pm

10-Minute Break
5:00 pm

1.00 hr ethics

Ethical Challenges for Nonprofit Organization Advisors

Focus on ethical responsibilities and considerations in representing non-profits before the IRS. In particular, the session will address the practical impact of Circular 230, the intersection between Circular 230 and state rules for both attorneys and CPAs, and ethical issues that can arise while managing IRS exams and other encounters with the IRS.

Meghan R. Biss, Caplin & Drysdale, Chartered - Washington, DC
Bridget M. Weiss, Arnold & Porter Kaye Scholer LLP - Washington, DC
6:00 pm

Adjourn to Networking Reception (6:00 p.m. - 7:00 p.m.)

Join us for a networking opportunity with faculty and colleagues.

Thank You to Our Sponsor

Time

Credit

Subject

Speaker
Friday Morning, Jan. 20, 2023
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
8:30 am

Conference Room Opens

Includes continental breakfast.
9:00 am

1.00 hr

Managing Your Workforce in an Age of Mobility, Flexibility and Generational Shifts

Explore the legal, compliance, and employee relations challenges nonprofits are facing as employees become increasingly dispersed both in terms of geography and expectations, including challenges associated with the rise of remote work, the availability of viable alternatives to traditional employment, and the seemingly growing call for a new understanding of the role of work in life.

Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX
10:00 am

20-Minute Break
CONCURRENT TRACKS
TRACK E: Compensation / Social Media
Presiding Officer:
Karey Dubiel Dye, Goldman Sachs Philanthropy Fund - Houston, TX
10:20 am

0.75 hr

Compensation in the Context of Section 4958 and 4960

As the IRS prepares to launch its Section 4960 excessive compensation enforcement project, review the nuances of Section 4960 and 4958 excess benefit rules, and discuss how exempt organizations can minimize potential liability for excessive compensation and excess benefit excise taxes.

Stephen M. Clarke, Ernst & Young LLP - Washington, DC
Dahlia B. Doumar, Patterson Belknap Webb & Tyler LLP - New York, NY
11:05 am

5-Minute Break
11:10 am

0.75 hr

Social Media Do’s & Don’ts

Social media plays an important role in the nonprofit sector to advance mission and development efforts. Yet social media platforms pose a number of traps for the unwary. Explore operational and tax related issues relating to the use of social media, including with respect to political campaign activities, lobbying, and human resources.

Jean L. Tom, Davis Wright Tremain LLP - San Francisco, CA
Justin Zaremby, Patterson Belknap Webb & Tyler LLP - New York, NY
11:55 am

Pick Up Lunch (30-Minutes)

Included in registration.
TRACK F: Prizes and Contests / Grantmaking in a Political Environment
Presiding Officer:
Joyce Hellums, Ernst & Young LLP - Austin, TX
10:20 am

0.75 hr

Funding Prizes, Contests and Geniuses

The growing use of charitable prizes and competitions as another tool in a philanthropist’s toolbox to achieve impact offers opportunities and challenges from a policy and legal standpoint. Learn about these opportunities and challenges and the rules of the road for charitable organizations interested in giving prizes and awards, including the taxable expenditure rules, income tax considerations, and state regulatory regimes.

Joshua J. Mintz, John D. and Catherine T. MacArthur Foundation - Chicago, IL
Kevin E. Roe, Simpson Thacher & Bartlett LLP - New York, NY
11:05 am

5-Minute Break
11:10 am

0.75 hr

Grantmaking in a Partisan Political Environment

Nonpartisan grantmaking has long been a fundamental and powerful tool for advancing the values and the missions of private foundations. Explore key legal rules governing this field as well as strategies for successfully navigating the unique challenges of the current political environment, as election seasons have lengthened and historically nonpartisan areas of advocacy have become increasingly politically divisive.

Debbie Fine, Open Society Foundations - New York, NY
Colette Haider, Hillspire, LLC - New York, NY
11:55 am

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS E: DEI Programming (limited capacity)
10:20 am

1.50 hrs

MASTER CLASS: DEI Programing: Charitability, Section 1981, and Compliance Tools and Opportunities

Focus on legal issues that arise when developing grants and programs focused on equity and diverse communities. Explore issues such as charitability, and the federal and state anti-discrimination laws that apply to contracting, investment, employment, and grant decisions that are designed to advance DEI and racial equity, as well as the compliance tools and opportunities available.

Emily Cuneo DeSmedt, Morgan, Lewis & Bockius LLP - Princeton, NJ
Jennifer Shipp, Heising-Simons Foundation - Los Altos, CA
11:55 am

Pick Up Lunch (30-Minutes)

Included in registration.
MASTER CLASS F: Elections and Nonprofit Compliance (limited capacity)
10:20 am

1.50 hrs

MASTER CLASS: Elections and Nonprofit Compliance

As we wrap up a tumultuous election year and gear up for 2024, it is important for nonprofits to understand how to engage effectively and, most importantly, legally in the electoral process. Take a deep dive into real life examples and analyze potential legal landmines and how to avoid them. Given the small class structure, we hope that attendees will come armed with their own examples that can be discussed by the group.

James P. Joseph, Arnold & Porter Kaye Scholer LLP - Washington, DC
Katherine Karl, Caplin & Drysdale, Chartered - Washington, DC
11:55 am

Pick Up Lunch (30-Minutes)

Included in registration.
Friday Afternoon, Jan. 20, 2023
Presiding Officer:
Lucille DiDomenico, DiDomenico Group - Dallas, TX
LUNCHEON PRESENTATION
12:25 pm

0.75 hr

Opportunity Rural

Rural America remains under served by philanthropy and the public system. Learn about the interdependency of urban and rural communities and how the time to invest in this geography, economy, and culture is essential to moving the needle on poverty in America.

Justin Archer Burch, LISC | Local Initiatives Support Corporation - Little Rock, AR
1:10 pm

20-Minute Break
CONCURRENT TRACKS
TRACK G: Community Development / Case Study on Charitability
Presiding Officer:
Karey Dubiel Dye, Goldman Sachs Philanthropy Fund - Houston, TX
1:30 pm

0.75 hr

Community and Economic Development and Public/Private Partnerships

Community and economic development projects usually seek to alleviate poverty and community deterioration, think CDFIs, social enterprise zones, and social or green bonds. This usually involves incentivizing the commercial sector to provide capital through subsidies from private foundations and government support. The projects themselves can be managed by public charities or private actors. How have these partnerships been structured to support local communities? What are some of the challenges that they have faced?

Effie Babb, Hillspire, LLC - Menlo Park, CA
María Santos Valentin, Ford Foundation/Advisor - New York, NY
2:15 pm

5-Minute Break
2:20 pm

0.75 hr

Legal Issues for Climate Philanthropy

A view from both in-house counsel and outside counsel on the legal work they're doing to combat climate change.

Emiliano Martinez, Chan Zuckerberg Initiative - Redwood City, CA
Casey Oetgen, Morgan, Lewis & Bockius LLP - New York, NY
3:05 pm

Adjourn
TRACK H: Complex PRI Issues / Religious Institutions
Presiding Officer:
Lucille DiDomenico, DiDomenico Group - Dallas, TX
1:30 pm

0.75 hr

Complex PRI Issues

Complex PRI issues explores the challenges and opportunities that program related investments offer vis-à-vis grants or direct charitable activities. This presentation goes beyond the basic mechanics of PRIs to look at a few of the elements that can sometimes be tricky: identifying and measuring charitability, considering financial returns and charitable return purposes, negotiating special exit rights that for-profit investors don’t have, and more.

Rabecca Cross, Mendrygal Law, PLLC - Austin, TX
Ruth M. Madrigal, KPMG LLP - Washington, DC
2:15 pm

5-Minute Break
2:20 pm

0.75 hr

Churches and Religious Institutions

Michael W. Durham, Kirton McConkie PC. - Salt Lake City, UT
Regan Vansteenis, VanSteenis Consulting LLC - Houston, TX
3:05 pm

Adjourn
MASTER CLASS G: Advocacy in a Texas Legislative Year (limited capacity)
1:30 pm

1.50 hrs

MASTER CLASS: Advocacy in a Texas Legislative Year

The Texas Legislature is back in session, and the need for legislators to hear from all interested stakeholders on issues important to them is critical during this brief 140-day window. This panel will address nuts and bolts for how to get your voice heard as well as special considerations that non-profit organizations should be mindful of as they engage in the legislative process.

Michael J. Jewell, Jewell & Associates, PLLC - Austin, TX
Colette Vallot, Entre Strategic Partners - Dallas, TX
3:05 pm

Adjourn

Day 1 January 19, 2023
Day 2 January 20, 2023

Download Schedule

Conference Faculty

Effie Babb

Hillspire, LLC
Menlo Park, CA

Megan E. Bell

Morgan, Lewis & Bockius LLP
New York, NY

Meghan R. Biss

Caplin & Drysdale, Chartered
Washington, DC

E. Pierce Blue

Morgan, Lewis & Bockius LLP
Washington, DC

Jonathan S. Blum

Polsinelli PC
Dallas, TX

Christopher E. Blume

Goldman Sachs
New York, NY

Jason Boulette

Boulette Golden & Marin L.L.P.
Austin, TX

Ross E. Bruch

Brown Brothers Harriman & Co.
Philadelphia, PA

Justin Archer Burch

LISC | Local Initiatives Support Corporation
Little Rock, AR

Christina N. Cahill

Polsinelli PC
New York, NY

Edward T. Chaney

Schell Bray PLLC
Chapel Hill, NC

Stephen M. Clarke

Ernst & Young LLP
Washington, DC

Rabecca Cross

Mendrygal Law, PLLC
Austin, TX

Brittany Cvetanovich

The Ohio State University
Columbus, OH

Emily Cuneo DeSmedt

Morgan, Lewis & Bockius LLP
Princeton, NJ

Dahlia B. Doumar

Patterson Belknap Webb & Tyler LLP
New York, NY

Michael W. Durham

Kirton McConkie PC.
Salt Lake City, UT

Rosemary E. Fei

Adler & Colvin
San Francisco, CA

Debbie Fine

Open Society Foundations
New York, NY

Leslie Joan Friedlander

Office of the Attorney General
Austin, TX

Yael Fuchs

Office of the New York State Attorney General
New York, NY

Vanessa Goodwin

Arnold Ventures LLC
Houston, TX

Kristen M. Gurdin

Robert Wood Johnson Foundation
New York, NY

Erica Guyer

The Rockefeller Foundation
New York, NY

Colette Haider

Hillspire, LLC
New York, NY

Diara M. Holmes

Loeb & Loeb LLP
Washington, DC

Michael J. Jewell

Jewell & Associates, PLLC
Austin, TX

James P. Joseph

Arnold & Porter Kaye Scholer LLP
Washington, DC

Katherine Karl

Caplin & Drysdale, Chartered
Washington, DC

Shea Loewen Lazarow

Humanity United
San Francisco, CA

Rachel D. Levy

IRS, Office of Chief Counsel
Washington, DC

Justin J. Lowe

Ernst & Young LLP
Washington, DC

Ruth M. Madrigal

KPMG LLP
Washington, DC

Emiliano Martinez

Chan Zuckerberg Initiative
Redwood City, CA

Lawrence Mendenhall

American Academy of Ophthalmology and AAO Foundation
San Francisco, CA

Joshua J. Mintz

John D. and Catherine T. MacArthur Foundation
Chicago, IL

Darren B. Moore

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

Miranda Lindl O'Connell

Builders Vision
San Francisco, CA

Casey Oetgen

Morgan, Lewis & Bockius LLP
New York, NY

Elizabeth Peters

The William and Flora Hewlett Foundation
Menlo Park, CA

Karin Prangley

Brown Brothers Harriman & Co.
Chicago, IL

Elinor Ramey

Steptoe & Johnson LLP
Washington, DC

Alexander L. Reid

BakerHostetler
Washington, DC

Kevin E. Roe

Simpson Thacher & Bartlett LLP
New York, NY

Andrew Schulz

New Venture Fund
Washington, DC

Sandro Serra

Pillsbury Winthrop Shaw Pittman LLP
Austin, TX

Jeffrey E. Sher

Fizer Beck
Houston, TX

David A. Shevlin

Simpson Thacher & Bartlett LLP
New York, NY and Los Angeles, CA

Jennifer Shipp

Heising-Simons Foundation
Los Altos, CA

Beth Short

Ohio Attorney General's Office
Columbus, OH

Susan K. Staricka

Staricka Law, PLLC
Austin, TX

Jean L. Tom

Davis Wright Tremain LLP
San Francisco, CA

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Carrie Trowbridge

New York Community Trust
New York, NY

María Santos Valentin

Ford Foundation/Advisor
New York, NY

Colette Vallot

Entre Strategic Partners
Dallas, TX

Regan Vansteenis

VanSteenis Consulting LLC
Houston, TX

Susan Vignola

Patterson Belknap Webb & Tyler LLP
New York, NY

Bridget M. Weiss

Arnold & Porter Kaye Scholer LLP
Washington, DC

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

Christie Yang

Walton Family Foundation
Washington, DC

Justin Zaremby

Patterson Belknap Webb & Tyler LLP
New York, NY

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

Polsinelli PC
Dallas, TX

Mia Hsu Burton

Wend Collective
Austin, TX

Tyree Collier

Holland & Knight LLP
Dallas, TX

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Lucille DiDomenico

DiDomenico Group
Dallas, TX

Karey Dubiel Dye

Goldman Sachs Philanthropy Fund
Houston, TX

Hillary Evans

Dallas, TX

Tony Fundaro

Philanthropy Southwest
Dallas, 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

Credit Info

Austin

MCLE Credit

Texas – 12.50 hrs | 1.00 hrs Ethics
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 – 12.50 hrs | 1.00 hrs Ethics

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 – 15.00 hrs | 1.00 hrs Ethics

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 – 12.50 hrs | 1.00 hrs Ethics

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 – 12.50 hrs | 1.00 hrs Ethics

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

ICB Certified Trust and Financial Advisor (CTFA) – 14.00 hrs

This conference has been approved by the American Bankers Association (ABA) for continuing education credits. Credit approvals are based on the relevance of the program to the ICB's certification exam outline. One credit is awarded for every 50 minutes of relevant instruction. You will receive a downloadable Certificate of Completion for your records. Self-report these credits at https://www.aba.com/training-events/certifications/certified-trust-and-fiduciary-advisor/maintain-ctfa.

Attendee Instructions for Submitting ABA CE Credit

» Attendees must self-submit credit by logging into their Certification Dashboard
» Hover over ‘ADD CE CREDIT’ and select ‘APPROVED NON-ABA CE’
» Enter key word(s) from program title or sponsor name(The University of Texas School of Law) and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission

National Accounting CPE – 15.50 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.

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 – 15.50 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 – Jan 19-20, 2023 – Four Seasons Hotel

Conference Concluded

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Austin

Individual
Last day for $695.00 Regular pricing: Jan 11, 2023

$745.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $625.00 Regular pricing: Jan 11, 2023

$675.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $555.00 Regular pricing: Jan 11, 2023

$605.00 for registrations received after this time

Last day for cancellation (full refund): Jan 13, 2023

$50 processing fee applied after this date

Last day for cancellation: Jan 17, 2023

Venue

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701-4082
512-478-4500 (reservations)
Map

Accommodations

Booking instructions will be included in registration confirmation email. Special discounted rate will be available until December 19, 2022. (subject to availability)

Parking Information

$16 Daily self-parking; $18 daily valet
$50 overnight valet parking

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.
morganlewis.com
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 $50 billion (as of September 30, 2022) in assets 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.
frostbank.com
Your Part-Time Controller, LLC

Your Part-Time Controller, LLC (YPTC) provides customized financial management services for over 1000 nonprofit organizations nationwide. For nearly three decades, YPTC has assisted nonprofit Executive Directors and Board members to more effectively and efficiently accomplish their missions. As a strategic partner to clients, YPTC has the best seat in the house for understanding a client’s needs, including their cash flows, funding streams, financial concerns, and internal control challenges, which lead to personalized, transformative solutions. YPTC recognizes that nonprofit finance never stops, and that financial clarity and transparency are critical to its clients’ organizational success. Learn more about how we can help your nonprofit or check us out at yptc.com. www.yptc.com/
Blazek & Vetterling

Blazek & Vetterling brings together a collective specialization in nonprofit organizations that we believe is unique. With approximately 65 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 35 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
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
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
Northern Trust Foundation & Institutional Advisors

For over 125 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/united-states/what-we-do/wealth-management/nonprofit-services
Ribbon

Ribbon helps organizations save time, money, and effort when starting new charities or managing existing fiscal sponsorships. Our platform gives nonprofits the banking, fundraising, and organizational tools they need to make managing their existing sponsored projects, programs, or groups easy and cost-efficient.

Ribbon also makes starting charities faster by partnering new organizations or projects with existing fiscal sponsors.
getribbon.org/
Goldman Sachs Philanthropy Fund

goldmansachs.com

40th Annual

Nonprofit Organizations Institute

PRESENTED BY The University of Texas School of Law Philanthropy Southwest

Austin Jan 19-20, 2023 Four Seasons Hotel Conference Concluded

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Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Jan. 19, 2023

Thursday Afternoon, Jan. 19, 2023

Friday Morning, Jan. 20, 2023

Friday Afternoon, Jan. 20, 2023

Conference Faculty

Effie Babb

Megan E. Bell

Meghan R. Biss

E. Pierce Blue

Jonathan S. Blum

Christopher E. Blume

Jason Boulette

Ross E. Bruch

Justin Archer Burch

Christina N. Cahill

Edward T. Chaney

Stephen M. Clarke

Rabecca Cross

Brittany Cvetanovich

Emily Cuneo DeSmedt

Dahlia B. Doumar

Michael W. Durham

Rosemary E. Fei

Debbie Fine

Leslie Joan Friedlander

Yael Fuchs

Vanessa Goodwin

Kristen M. Gurdin

Erica Guyer

Colette Haider

Diara M. Holmes

Michael J. Jewell

James P. Joseph

Katherine Karl

Shea Loewen Lazarow

Rachel D. Levy

Justin J. Lowe

Ruth M. Madrigal

Emiliano Martinez

Lawrence Mendenhall

Joshua J. Mintz

Darren B. Moore

Miranda Lindl O'Connell

Casey Oetgen

Elizabeth Peters

Karin Prangley

Elinor Ramey

Alexander L. Reid

Kevin E. Roe

Andrew Schulz

Sandro Serra

Jeffrey E. Sher

David A. Shevlin

Jennifer Shipp

Beth Short

Susan K. Staricka

Jean L. Tom

Nicola Fuentes Toubia

Carrie Trowbridge

María Santos Valentin

Colette Vallot

Regan Vansteenis

Susan Vignola

Bridget M. Weiss

Maura L. Whelan

Christie Yang

Justin Zaremby

Planning Committee

Megan E. Bell—Co-Chair

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Joanna Jefferson—Director

40^th Annual

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Jan 19-20, 2023 Four Seasons Hotel
Conference Concluded