2022

Nonprofit Organizations Fundamentals Workshop

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Proceeding as Live Webcast Jan 12, 2022
Conference Concluded

Buy

Related products: eConference Materials

PREMIER SPONSOR

EVENT SPONSORS
Armanino, LLP
Your Part-Time Controller, LLC

INSTITUTE SPONSORS
Adler & Colvin, a Law Corporation
Blazek & Vetterling
Bourland, Wall & Wenzel, P.C.
CLA (CliftonLarsonAllen)
Ernst & Young LLP
Fizer, Beck, Webster, Bentley & Scroggins, PC
Morgan Stanley Graystone Consulting
Northern Trust Foundation & Institutional Advisors
Polsinelli PC

UNDERWRITER
Goldman Sachs Philanthropy Fund

Download Brochure (PDF)

Overview

The 2022 Nonprofit Organizations Fundamentals Workshop—now a live webcast—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.

Plus, this year's Financial Literacy Workshop, as well as the Governance Literacy Workshop, provide a small-group opportunity to walk through practical tips and advice, and to ask questions of experts and colleagues.

Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Afternoon, Jan. 12, 2022
Presiding Officer:
Hillary Evans, Philanthropy Southwest - Dallas, TX
1:20 pm

Welcoming Remarks
CONCURRENT TRACKS
1A: Nonprofit Formation
Presiding Officer:
Hillary Evans, Philanthropy Southwest - Dallas, TX
1:30 pm

1.00 hr

Organized Exclusively for Charitable Purposes: Nonprofit Formation and Formalities from an Accounting and Legal Point of View

This session focuses on start-up considerations, federal and state laws; choice of entity; articles of incorporation and bylaws; and applying for tax exemption. It provides insight on how different legal structures will impact financial statements and metrics.

Christina N. Cahill, Polsinelli PC - New York, NY
Neely D. Duncan, BKD, LLP - Dallas, TX
1B: Governance Literacy Workshop
1.00 hr

(1:30 p.m.) Concurrent Workshop: Governance Literacy for Nonprofits

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.

NOTE: This workshop provides an opportunity for instruction and interactive discussion in a smaller-group format.

Harrison M. Smith, Schmoyer Reinhard LLP - Fort Worth, TX
Chelsey E. Ziegler, John D. and Catherine T. MacArthur Foundation - Chicago, IL
2:30 pm

15-Minute Break
CONCURRENT TRACKS
2A: Nonprofit Compliance
Presiding Officer:
Hillary Evans, Philanthropy Southwest - Dallas, TX
2:45 pm

1.00 hr

Operated Exclusively for Charitable Purposes: Compliance and Operational Considerations and Structuring

This session focuses on the operating and compliance aspects of maintaining 501(c)(3) status, with a focus on permissible and impermissible activities.

Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Lauren Simpson, Morgan, Lewis & Bockius LLP - New York, NY
2B: Financial Literacy Workshop
1.00 hr

(2:45 p.m.) Concurrent Workshop: Financial Literacy for Nonprofits

Understanding financial statements is the key to understanding the financial health of your organization. Review the basic financial statements and common disclosures, and examine NFP financials to learn how to leverage the new formats for basic analysis.

NOTE: This workshop provides an opportunity for instruction and discussion in a small-group format.

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX
Mark Schrutka, Armanino, LLP - Austin, TX
Ruth Snell, Armanino, LLP - Austin, TX
3:45 pm

15-Minute Break
4:00 pm

1.00 hr

Reporting Obligations for Section 501(c)(3) Organizations

Explore compliance requirements for charitable organizations with IRC section 501(c)(3) status. Provide a framework for the reporting obligations at the federal and state levels. The federal reporting discussion will concentrate on the key reporting items of the Form 990 and when other forms may be required. Discuss the high-level requirements for state registrations for nonprofits, charitable trusts and charitable solicitations.

Jennifer Becker Harris, Clark Nuber PS - Bellevue, WA
Hamish W. Nieh, Fizer Beck - Houston, TX
5:00 pm

15-Minute Break
5:15 pm

1.00 hr

IRS and AG Oversight

This session focuses on federal and state oversight and regulation of tax-exempts, regulatory powers and authority, and enforcement issues.

Tama Brooks Klosek, Klosek & Associates PLLC - Houston, TX
Susan K. Staricka, Staricka Law, PLLC - Austin, TX
6:15 pm

Adjourn

Download Schedule

Conference Faculty

Christina N. Cahill

Polsinelli PC
New York, NY

Michaela J. Cromar

CliftonLarsonAllen LLP
Fort Worth, TX

Neely D. Duncan

BKD, LLP
Dallas, TX

Jennifer Becker Harris

Clark Nuber PS
Bellevue, WA

Tama Brooks Klosek

Klosek & Associates PLLC
Houston, TX

Darren B. Moore

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

Hamish W. Nieh

Fizer Beck
Houston, TX

Mark Schrutka

Armanino, LLP
Austin, TX

Lauren Simpson

Morgan, Lewis & Bockius LLP
New York, NY

Harrison M. Smith

Schmoyer Reinhard LLP
Fort Worth, TX

Ruth Snell

Armanino, LLP
Austin, TX

Susan K. Staricka

Staricka Law, PLLC
Austin, TX

Chelsey E. Ziegler

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

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

Philanthropy Southwest
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

Credit Info

Proceeding as Live Webcast

MCLE Credit

Texas – 4.00 hrs
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 Completion will be emailed to you upon claiming credit. 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 – 4.00 hrs

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 5.00 hrs

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 4.00 hrs

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. 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.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 4.00 hrs

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.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. 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 provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 5.00 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Proceeding as Live Webcast – Jan 12, 2022

Conference Concluded

Buy

Proceeding as Live Webcast

Individual
Group (5 registrants minimum)
Group (10 registrants minimum)
Last day for cancellation (full refund): Jan 7, 2022

$50 processing fee applied after this date

Last day for cancellation: Jan 10, 2022

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Morgan, Lewis & Bockius LLP

www.morganlewis.com/
Armanino, LLP

Armanino is the preeminent provider of public accounting services to the nonprofit industry in the U.S. We have been providing industry-leading service to nonprofit organizations for more than 60 years. We have top-tier expertise in the nonprofit industry including servicing over 800 organizations. We combine this depth of expertise with data-driven analytics, KPIs and the right software solutions to help our nonprofit clients meet today’s challenges and better prepare for the future. Armanino provides an integrated set of audit, tax, consulting, and technology solutions to nonprofits in the U.S.
armaninollp.com/industries/nonprofit/
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. yptc.com
Adler & Colvin, a Law Corporation

Adler & Colvin is a firm of seventeen lawyers devoted exclusively to advising nonprofit organizations and their donors, as well as those who work with them. We focus primarily on federal tax law and state corporate governance issues. We represent some of the most recognized and respected nonprofits and philanthropic organizations in the country. Our clients include large private foundations and small grassroots organizations, community foundations, operating charities, donor advised fund sponsors, and non-charitable tax-exempt organizations as well. We are exclusively dedicated to serving the nonprofit sector, and we have developed a breadth and depth of practice that includes charitable gift planning, complex corporate governance, social entrepreneurship, and nonprofit political and legislative lobbying activity. We have been serving the nonprofit sector since 1982.
www.adlercolvin.com/
Blazek & Vetterling

Blazek & Vetterling brings together a collective specialization in nonprofit organizations that we believe is unique. With approximately 50 people working with over 500 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
CLA (CliftonLarsonAllen)

Professionals who work with nonprofits have to know more than standards and regulations. They have to understand the mission of the organization, the motivation of leadership, and the perspective of the people served. CLA has one of the largest nonprofit practices in the country with more than 60 years of experience in the industry. Our nonprofit industry team is composed of more than 2,000 professionals servicing our 6,300 nonprofit clients. Our nonprofit services account for $80 million of revenue for the firm.

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With 7,400 people, more than 120 U.S. locations, and a global affiliation, we promise to know you and help you.
www.claconnect.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
Polsinelli PC

www.polsinelli.com/
Goldman Sachs Philanthropy Fund

www.goldmansachs.com

2022

Nonprofit Organizations Fundamentals Workshop

PRESENTED BY The University of Texas School of Law Philanthropy Southwest

Proceeding as Live Webcast Jan 12, 2022 Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Wednesday Afternoon, Jan. 12, 2022

Conference Faculty

Christina N. Cahill

Michaela J. Cromar

Neely D. Duncan

Jennifer Becker Harris

Tama Brooks Klosek

Darren B. Moore

Hamish W. Nieh

Mark Schrutka

Lauren Simpson

Harrison M. Smith

Ruth Snell

Susan K. Staricka

Chelsey E. Ziegler

Planning Committee

Megan E. Bell—Co-Chair

Joyce Hellums—Co-Chair

Tomer Inbar—Co-Chair

Joanna Jefferson—Director

Jody Blazek

Jonathan S. Blum

Mia Hsu Burton

Tyree Collier

Michaela J. Cromar

Lucille DiDomenico

Karey Dubiel Dye

Hillary Evans

Tony Fundaro

Andrea L. March

Danika Hudik Mendrygal

Darren B. Moore

Norman E. Nabhan

Jeffrey E. Sher

Nicola Fuentes Toubia

Kay Walther

Credit Info

MCLE Credit

Other Credit

Key Dates

Our Sponsors

Stay in the loop with UT Law CLE

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Proceeding as Live Webcast Jan 12, 2022
Conference Concluded