Materials

2025 Live Conference coming up Jan 23 in Austin. Info and registration »
2025 Materials expected available 3-5 weeks from conference date.

Don’t miss the 42nd 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—a perfect overview for new entrants and seasoned practitioners in the field. It provides focused attention on core issues for both private foundations and charitable organizations, as well as opportunities ask questions of experts and colleagues.

Don’t miss the 41st 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—a perfect overview for new entrants and seasoned practitioners in the field. It provides focused attention on core issues for both private foundations and charitable organizations, as well as opportunities ask questions of experts and colleagues.

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.

Don’t miss the 39th Annual Nonprofit Organizations Institute—now as a live webcast—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.

This year’s live webcast of the 38th Annual Nonprofit Organizations Institute offers a flexible schedule of three partial days, combining key updates and sector trends each morning, with in-depth “Master Classes” and related interactive breakout discussions on the issues most relevant to your organization or practice. Hear from nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.  Join us a day earlier for the Nonprofit Organizations Fundamentals program - a perfect overview for new entrants and seasoned practitioners in the field, providing focused attention on core issues for both private foundations and charitable organizations. This is sure to be engaging for longtime attendees and newcomers alike, and an online event you don’t want to miss!

Don’t miss the 37th 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, including:  A View of the Sector with an overview of the latest legislative and regulatory developments A panel of state Attorneys General on the current state of enforcement, top priorities and other oversight considerations. Election year issues for public charities Private foundation compliance and taxable expenditures Disqualified persons and qualifying distributions Donor advised funds and UBIT Effective grantmaking processes and corporate foundations Impact investing and issues in charitability Ethical Issues for the Nonprofit Organizations Advisor with 1.00 hour of Ethics. Five small-group “Master Classes” for a deeper dive on key topics: Dissecting the Grant Agreement; Charitable Giving and Endowments; Entrepreneurship and Commerciality; Understanding Your Web Presence; and Investment Policies and Portfolios. Plus, hear the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit. Come 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.

Don’t miss the 36th 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, including:  An overview of the latest legislative and regulatory developments, including Revisiting Tax Reform and Its Aftermath. Issues in Fundraising, Restricted Gifts, and Endowments. Managing Investment Portfolio. Social Impact Bonds, as well as Entrepreneurial Activities. Risk Management for both Private Foundations and Public Charities. Data Protection and Privacy Compliance for Nonprofits. Joint Ventures and Complex Organizational Structures. Top Compliance Issues for Private Foundations and Public Charities. Dealing with Investigations in Today's "Woke" Workplace, with 1.00 hour of Ethics on identifying and mitigating employment risks. Four small-group “Master Classes” for a deeper dive on key topics: Violation of Chapter 42; Developing a Prudent Investment Portfolio; Anatomy of a Grant Agreement; and UBI.  Plus, hear the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit. Come a day early for the Nonprofit Organizations Back to Basics 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 Forms 990-PF and 990, and ask questions of experts and colleagues.

Don’t miss the 2018 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 presentations and targeted tracks including: A View of the Sector, with key trends and the latest legislative and regulatory developments A General Counsel/CFO Roundtable discussion on the top risk areas facing nonprofits Fundraising and Planned Giving Structuring Private Philanthropy and Issues in Family Office Philanthropy Funding Concerns for Private Foundations Donor Advised Funds and Impact Investing Internal Controls and Insurance IP, Privacy Issues, and Social Media Taking Cybersecurity Seriously and strategies for preparedness and response Form 990: The “Naughty” and The “Nice” My Employee Did What?, with 1.00 hour of Ethics on identifying and mitigating employment risks Plus, hear the View from the Attorney General from Susan K. Staricka, as well as the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit. Come a day early for the Nonprofit Organizations Literacy 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 an IRS audit and ask questions of experts and colleagues. 

Don’t miss the 2017 Nonprofit Organizations Institute at the Four Seasons Austin. Hear leading nationally recognized experts from private foundations, public charities, law, finance and government discuss 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 presentations and targeted tracks on: Advocacy Charitable Giving: Endowments, Restricted Gifts, plus Investing and Accounting for Restricted Funds Employment and HR Issues Cyber Literacy and Crisis Management Corporate Sponsorships and Cause-Related Marketing Strategies for Structuring: Joint Ventures and For-Profit Subsidiaries Grantmaking Effective Compliance and Reporting for Public Charities and Private Foundations Anatomy of a Whistleblower Complaint Plus, get the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings and court opinions. And hear Evan Smith of the Texas Tribune during the Thursday Luncheon Presentation. Network with program faculty and attendees at Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA) and CFP credit. Come a day early for the Nonprofit Organizations Compliance and Internal Review Workshop—a perfect overview for new entrants and seasoned practitioners in the field.

Don’t miss the 2016 Nonprofit Organizations Institute at the Four Seasons Austin. Hear leading nationally recognized experts from private foundations, public charities, law, finance and government discuss 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 presentations and targeted tracks on: Advocacy Investment Employment and HR Issues Foundation Structuring Social Media and Intellectual Property for Nonprofit Organizations Charitable Giving: Gift Agreements and Managing Donors Strategies for Structuring and Sharing: Joint Ventures and Public-Private Partnerships Accessing New Forms of Capital and Complex UBIT Issues State and Local Regulatory Updates, Tax Issues, and Lobbying and Ethics Laws Governance Issues: Advising the Board and Protecting Fiduciaries Cybersecurity for Nonprofits Plus, get the Year in Review with current developments in federal legislation, IRS rulings and court opinions. And hear strategies for attracting and retaining talent in your organizations during the Thursday Luncheon Presentation with Jeffrey Pryor and Alexandra Mitchell, authors of Compassionate Careers. Network with program faculty and attendees at Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA) and CFP credit. Come a day early for the Nonprofit Organizations Compliance and Internal Review Workshop—a perfect overview for new entrants and seasoned practitioners in the field.   Come a day early for the Nonprofit Organizations Workshop—a perfect introduction for new entrants to the field or a refresher for seasoned practitioners. 

Don’t miss the 2015 Nonprofit Organizations Institute at the Four Seasons Austin. Leading nationally recognized experts from private foundations, public charities, law, finance and government discuss the latest tax, legislative and governance issues affecting nonprofit organizations. 2015 program highlights include: TE/GE Commissioner of the IRS, Sunita B. Lough, provides an overview of the changes at the IRS and in the nonprofit sector over the past year In-depth, targeted tracks cover charitable giving, investment management, private foundation issues, structuring and operating, effective oversight, and new frontiers for charitable organizations Bruce Hopkins, Polsinelli, PC, Kansas City, MO, explores current developments in the nonprofit industry Gain insight from  into what every nonprofit organization needs to know about complying with the Affordable Care Act Hear from Johnny R. Buckles, University of Houston Law Center, Houston, TX, on ethical considerations in representing nonprofit organizations Network with program faculty and attendees at Wednesday and Thursday Evening Receptions Earn CLE credit, CPE credit (NASBA) and CFP credit Come a day early for the Nonprofit Organizations Primer—a perfect introduction for new entrants to the field or a refresher for seasoned practitioners.