THE CONFERENCE OF SOUTHWEST FOUNDATIONS THE UNIVERSITY OF TEXAS SCHOOL OF LAW 29 TH ANNUAL

Transcription

1 THE CONFERENCE OF SOUTHWEST FOUNDATIONS THE UNIVERSITY OF TEXAS SCHOOL OF LAW UTCLE 29 TH ANNUAL NONPROFIT ORGANIZATIONS The Southwest s leading gathering of executives, attorneys, accountants, trustees, CEOs and CFOs of private foundations and nonprofit organizations. January 18*, 19 20, 2012 *Optional Wednesday Afternoon Sessions Four Seasons Hotel Austin, Texas MAJOR SPONSORS Frost Wealth Advisors Baird Private Wealth Management Earn up to Hours of Credit including 1.00 Hour of Ethics Credit Includes Hours of CPE Credit for Accountants Specialization Credit Approved for Estate Planning and Probate Law, and Tax Law

2 29 TH ANNUAL NONPROFIT ORGANIZATIONS January 18*, 19 20, 2012 Four Seasons Hotel Austin, Texas Earn up to Hours of Credit including 1.00 Hour of Ethics Credit Includes Hours of CPE Credit for Accountants Specialization Credit Approved for Estate Planning and Probate Law, and Tax Law WEDNESDAY AFTERNOON, JAN. 18, 2012 *Optional Sessions Please select on registration form additional fee. 3:30 p.m. Registration Opens 4:00 p.m..75 hr Overview of Nonprofit Organizations: The Basic Framework An overview of common issues facing both private foundations and public charities. Darren B. Moore,, Terri Lynn Connolly Helge, Texas Wesleyan University School of Law, 4:45 p.m. Break Concurrent Sessions TRACK A: PRIVATE FOUNDATIONS 5:00 p.m hrs including.50 hr ethics Private Foundations: A Practical Guide to Key Issues, Choices and Risks This session examines the life cycle of a private foundation from formation, through maintenance and growth, and to termination. The session covers the basics of the private foundation excise taxes from Internal Revenue Code Sections 4940 through 4945 and identifies ways to avoid common foot faults and ethical quagmires encountered by private foundations and private foundation managers. Topics specific to each part of the life cycle of a private foundation are discussed, including choice of form (either a corporation or a trust), specific organizational requirements, calculation of net investment income, determination of required distributions, identification of qualifying distributions, and avoidance of the private foundation termination tax. Darren B. Moore,, Kelli Archibald,, Phoenix, AZ 6:30 p.m. Track A Adjourn TRACK B: PUBLIC CHARITIES 5:00 p.m hrs including.50 hr ethics Public Charities: A Practical Guide to Key Issues, Choices and Risks An overview of the tax-exemption requirements affecting public charities, including public charity classifications, unrelated business income, excess benefit transactions, limitations on lobbying and political campaign activities, and key conflicts and ethics issues. Nicola Fuentes Toubia, Fuentes Toubia, PLLC, Terri Lynn Connolly Helge, Texas Wesleyan University School of Law, 6:30 p.m. Track B Adjourn THURSDAY MORNING, JAN. 19, 2012 Nicola Fuentes Toubia, Fuentes Toubia, PLLC, 8:00 a.m. Registration Opens Includes continental breakfast. 8:50 a.m. Welcoming Remarks 9:00 a.m hr The View from Washington: IRS Initiatives Involving Exempt Organizations Coverage of the key issues facing IRS Exempt Organizations, including the 2012 TE/GE Workplan, improvements to Form 990, exemption applications, private letter ruling requests, common examination concerns, and political activities to avoid in an election year. Other initiatives being developed by the IRS Exempt Organizations Division are also discussed. Lois G. Lerner, Director of Exempt Organizations Division, Internal Revenue Service, Washington, DC Larry Brauer,, Washington, DC 10:00 a.m..50 hr Nonprofits Role in the Federal Budget Process The breakdown in the federal budget process poses a major threat to the country and to the nonprofit sector; how should the sector respond? Robert Boisture, Boisture Law, Arlington, VA 10:30 a.m. Break 10:45 a.m hrs including.50 hr ethics Key Governance and Operational Issues for Every Nonprofit This panel focuses on the importance of nonprofit organization governance policies and procedures, the heightened IRS initiative in this area, and important issues with respect to these policies and procedures. Specific policy documents and sample provisions, including conflict of interest, whistleblower, document retention and other policies are discussed, along with examples or provisions that work well, don t work, or are unclear and the related substantive provisions and implementation concerns. Moderator: David M. Rosenberg,, Panelists: Shelley Koltnow, Via Christi Health, Wichita, KS Johnny Rex Buckles, University of Houston Law Center, MariBen Ramsey, Austin Community Foundation, 12:00 p.m..50 hr Gifting of Unusual Gifts with a Focus on Oil and Gas and Real Estate What is an unusual gift? This topic examines gift development and acceptance policies, valuation issues, and the different considerations for public charities and private foundations for unusual gifts. Michael V. Bourland,, 12:30 p.m. Break to Pick Up Lunch Included in conference registration fee. THURSDAY AFTERNOON THANK YOU TO OUR LUNCHEON SPONSOR LUNCHEON PRESENTATION 12:45 p.m..75 hr Good News, Bad News: Demography, Aging, and Economic Growth A discussion of the social, financial, and economic realities of living longer in a fast-changing world. Christopher G. Didier, Robert W. Baird & Co. Inc., 1:30 p.m. Break

3 Concurrent Sessions 4:15 p.m hrs TRACK A: PRIVATE FOUNDATIONS Lucille DiDomenico, Conference of Southwest Foundations, Inc., 1:45 p.m..50 hr Program-Related Investments This session provides an overview of the rules applicable to the program-related investments of private foundations, with a particular focus on typical investment structures, practical considerations, traps for the unwary, and a discussion of their role within the larger impact or social investing context. Tomer Inbar, Patterson Belknap Webb & Tyler LLP, New York, NY 2:15 p.m hrs Market Volatility, Investment Strategies, Portfolio Management, and Tax Compliance: When Worlds Collide A conversation about modern endowment theory, asset allocation, portfolio risk and diversification, the use of alternative investments, and the challenges private foundations and their investment and tax advisors face in dealing with market volatility and coordinating investment strategies, policies, and tax compliance including minimum payout, jeopardizing investment sanctions and excise and income tax on investment income. The panel closes with Q&A from moderator and audience, as well as suggestions on how foundation boards, finance staff, investment strategists and tax advisors can communicate and coordinate reactions and responses to market volatility and declines in asset values. The materials include due diligence checklists. Moderator: Christopher G. Didier, Robert W. Baird & Co. Inc., Panelists: David Lindberg, Wilshire Associates, Pittsburgh, PA Norman E. Nabhan, The Kelsey Group at Graystone Consulting, Jody Blazek, Blazek & Vetterling, 3:30 p.m..50 hr Lobbying, Contributions, and Activist Roles for Foundations: What s Permissible, What s Effective? This session provides an overview of the federal tax rules governing private foundations engagement in advocacy. Lesley Mitchell Briones, Laura and John Arnold Foundation, 4:00 p.m. Break Return to General Session TRACK B: PUBLIC CHARITIES Richard W. Meyer, Texas Association of Nonprofit Organizations, 1:45 p.m..50 hr Social Innovation A critical analysis of innovation in the nonprofit sector. John T. Palter, Riney Palter PLLC, 2:15 p.m hr Religion and Religious Organizations: Keeping Your Church Out of Court Faith-based organizations come within the general rubric of charitable organizations; however, the law recognizes churches and related organizations as unique. This session focuses on those areas where representation of faith-based organizations differs from representation of secular charities with a particular emphasis where such distinctions arise in the litigation context. Frank Sommerville, Weycer, Kaplan, Pulaski & Zuber, P.C., Arlington, TX Darren B. Moore,, 3:15 p.m..75 hr Using Social Media to Engage Volunteers for Your Organization Web and social media strategies for volunteer engagement: A discussion of best practices in using social media to cultivate community, find and engage volunteers, communicate tasks and program specifics, measure outcomes, share results, and recognize your volunteers for their work. Karen Bantuveris, VolunteerSpot, 4:00 p.m. Break Return to General Session I really like this conference. It s great that we have such high quality like this in Texas. Substantive, in-depth material. As always, all topics were very relevant and well chosen. Great attendees and speakers. Effective Advocacy, Communication, and Negotiation: The Role of Nonverbal Cues and Body Language People pay attention to 7% of what you say, 38% of how you say it (tone) and 55% of your body language. This presentation focuses on the secret language of success: body language. The presentation s goal is to improve your communication skills and help you interact with current clients, potential clients, and other professionals. This presentation makes you aware of the silent signals that you are giving and receiving as you interact with people. Do you know and understand what signals you are transmitting? Colin E. Blalock, CPA, PFS, CFP, Jones and Kolb, Atlanta, GA 5:30 p.m. Adjourn to Sponsored Reception THANK YOU TO OUR RECEPTION SPONSOR Frost Wealth Advisors FRIDAY MORNING, JAN. 20, 2012 Joyce Hellums,, 7:45 a.m. Conference Room Opens Includes continental breakfast. 8:30 a.m hrs Current Tax and Legislative Developments for Nonprofit Organizations A review of current developments from 2011 including legislation, regulations, IRS rulings and court opinions with emphasis on these aspects of the law: qualification for exemption, new public charity rules, IRS audit and compliance check activity, governance developments, unrelated business, joint ventures, private inurement and benefit, intermediate sanctions, legislative and political activity, supporting organizations, donoradvised funds, endowments, private foundations, and planned and other charitable giving. Bruce R. Hopkins, Polsinelli Shughart PC, Kansas City, MO Great conference. My to-do list is the largest ever from any conference great job! Sophisticated level of discussion. Topics are relevant and timely. Speakers are top rate. I love coming to this conference!

4 10:00 a.m..50 hr CONFERENCE FACULTY How to Market Your Organization This presentation covers common pitfalls and critical considerations in nonprofit branding and marketing using real-life nonprofit case studies. Leslie Farnsworth, FrogDog, KELLI ARCHIBALD Phoenix, AZ KAREN BANTUVERIS VolunteerSpot LISA R. DEWEY DLA Piper US LLP Washington, DC CHRISTOPHER G. DIDIER Robert W. Baird & Co. Inc. DAVID LINDBERG Wilshire Associates Pittsburgh, PA DARREN B. MOORE 10:30 a.m. Break 10:45 a.m..75 hr Challenges and Opportunities in International Operations As our world becomes more globally connected, learn the challenges in pursuing and maintaining international operation. The challenges are broad... from regulatory to cultural. Learn about the global pro bono initiative, and the business benefits and positive outcomes resulting from these initiatives. Gain insights on best practices and strategies from panelists with first-hand experiences of doing charitable works overseas. Moderator: Joyce Hellums,, Panelists: Mia Hsu Burton, Michael & Susan Dell Foundation, Andrew S. White, KLE Foundation, Lisa R. Dewey, DLA Piper US LLP, Washington, DC 11:30 a.m..83 hr Economic and Market Overview and Update Review of global economic environment and the impact on capital markets. This session discusses specific investment strategy ideas for COLIN E. BLALOCK, CPA, PFS, CFP Jones and Kolb Atlanta, GA JODY BLAZEK Blazek & Vetterling ROBERT BOISTURE Boisture Law Arlington, VA MICHAEL V. BOURLAND LARRY BRAUER Washington, DC LESLEY MITCHELL BRIONES Laura and John Arnold Foundation JOHNNY REX BUCKLES University of Houston Law Center MIA HSU BURTON Michael & Susan Dell Foundation LESLIE FARNSWORTH FrogDog RONALD FLORANCE Wells Fargo Bank Scottsdale, AZ TERRI LYNN CONNOLLY HELGE Texas Wesleyan University School of Law JOYCE HELLUMS BRUCE R. HOPKINS Polsinelli Shughart PC Kansas City, MO TOMER INBAR Patterson Belknap Webb & Tyler LLP New York, NY SHELLEY KOLTNOW Via Christi Health Wichita, KS LOIS G. LERNER Director of Exempt Organizations Division Internal Revenue Service Washington, DC NORMAN E. NABHAN The Kelsey Group at Graystone Consulting JOHN T. PALTER Riney Palter PLLC ANN ABRAMS PRICE Boulette & Golden L.L.P. MARIBEN RAMSEY Austin Community Foundation DAVID M. ROSENBERG FRANK SOMMERVILLE Weycer, Kaplan, Pulaski & Zuber, P.C. Arlington, TX NICOLA FUENTES TOUBIA Fuentes Toubia, PLLC ANDREW S. WHITE KLE Foundation Ronald Florance, Wells Fargo Bank, Scottsdale, AZ 12:20 p.m..83 hr Employment Issues for Nonprofit Organizations Legal issues surrounding background investigations and recent developments in federal labor law affecting nonprofit employers. Ann Abrams Price, Boulette & Golden L.L.P., 1:10 p.m. Adjourn ABOUT THE COVER PLANNING COMMITTEE NICOLA FUENTES TOUBIA CHAIR Fuentes Toubia, PLLC NANCY BAXTER Wells Fargo Los Angeles, CA JODY BLAZEK Blazek & Vetterling ROBERT BOISTURE Boisture Law Arlington, VA MICHAEL V. BOURLAND JOHNNY REX BUCKLES University of Houston Law Center CHRISTOPHER G. DIDIER Robert W. Baird & Co. Inc. NORBERT DITTRICH The Welch Foundation MICHAEL J. ESPOSITO The University of Texas School of Law KENNETH L. GLADISH The Seton Foundations and Seton Family of Hospitals JOYCE HELLUMS MITCHELL A. LONG The Long Foundations DAVID L. NELSON JOHN T. PALTER Riney Palter PLLC MARIBEN RAMSEY Austin Community Foundation DAVID M. ROSENBERG FRANK SOMMERVILLE Weycer, Kaplan, Pulaski & Zuber, P.C. Arlington, TX RONALD S. WEBSTER Fizer Beck Webster Bentley & Scroggins BRIAN WALLACE CROZIER Brorby Crozier & Dobie, P.C. FRANCES LEOS MARTINEZ Texas C-Bar Yellow Sky, 11 x 12.25, paint on steel, is by Randall Reid. For more information, visit Image acquisition by art consultant Sandra Gregor, LUCILLE DIDOMENICO Conference of Southwest Foundations, Inc. RICHARD W. MEYER Texas Association of Nonprofit Organizations

5 HOW TO REGISTER MATERIALS, AUDIO AND IN-HOUSE CLE Printed Materials in Course Binder Leading practitioners and academics provide the definitive set of materials. ebinder on CD Add an ebinder on CD to your course registration or materials purchase for only $50. This electronic file includes searchable, indexed PDF versions of all printed materials. Allow 3-5 weeks from the conference date for fulfillment. Audio MP3 Speeches on CD or Audio CD Set Listen to Nonprofit Organizations on the go. Informative, topical and entertaining presentations recorded from UT Law s other live CLE programs are also available. In-House CLE CLE for two or more participants as many as you want. Receive full MCLE credit. We ll accredit the course for you* and provide one Audio CD Set plus a Course Binder for each participant. *Texas MCLE credit only. Register online: Or mail your registration to: The University of Texas School of Law Attn. CLE NO12 P.O. Box Or fax to: Questions? Call us at REGISTRATION FOR NO12 Mail this registration form to: The University of Texas School of Law, Attn. CLE NO12 P.O. Box 7759, or fax a copy to: PLEASE PRINT CLEARLY Bar Card# TX Other State: N/A Name [ Mr. / Ms. ] Firm Address City State Zip Telephone Registrant s (required) Assistant s (optional) Invoices, confirmations and receipts are ed to these addresses. STANDARD REGISTRATION Includes Printed Course Binder (only), Thursday Luncheon Presentation and Thursday Evening Sponsored Reception Early Registration Fee due by Wednesday, January 11, $495 Registration Fee after Wednesday, January 11, $545 GREEN REGISTRATION Includes Electronic Materials on USB Key (only), Thursday Luncheon Presentation and Thursday Evening Sponsored Reception Early Registration Fee due by Wednesday, January 11, $490 Registration Fee after Wednesday, January 11, $540 OPTIONAL WEDNESDAY AFTERNOON SESSIONS Select One...$75 Track A: Private Foundations Primer Track B: Public Charities Primer CONFERENCE PUBLICATIONS AND MEDIA Allow 3 5 weeks from the conference date for delivery. Course Binder WITHOUT Conference Registration...$225 Note: Conference Registration includes Course Binder. Audio MP3 Speeches on CD...$130 Audio CD Set...$210 ebinder on CD (PDF format)...$225/$50 ($225 purchased alone, $50 with Registration or purchase of Course Binder or Audio MP3 Speeches on CD or Audio CD Set ) IN-HOUSE CLE: Bring the conference in-house and learn at your convenience. Allow 3 5 weeks from the conference date for delivery. Approved for Texas MCLE credit. In-House CLE for 2 Includes Audio CD Set and Course Binders...$825 Add participants (includes Course Binder) for $225 each... $ TOTAL ENCLOSED... $ METHOD OF PAYMENT Check (make checks payable to: The University of Texas at Austin) VISA or MasterCard (sorry, no AMEX or Discover) Card number X / Authorized Signature Exp. Date (mm/yy) Fax

6 This program is not printed or mailed at state expense. 29 TH ANNUAL NONPROFIT ORGANIZATIONS January 18*, 19 20, 2012 Four Seasons Hotel Austin, Texas *Optional Wednesday Afternoon Sessions us at or call us at or go to for more information AUSTIN January 18*, 19 20, 2012 CONFERENCE LOCATION MAJOR SPONSORS Frost Wealth Advisors Four Seasons Hotel 98 San Jacinto Blvd Special Room Rate: $235 good through December 28, 2011 (subject to availability) Parking: Valet $12 per day; $31.40 overnight Self-parking $10 per day KEY DATES January 11, 2012, 5 p.m. last day for early registration Add $50 for registrations received after this time January 13, 2012, 5 p.m. last day for full refund January 16, 2012, 5 p.m. last day for partial refunds $50 processing fee applied January 18, 2012, 4 p.m. *Optional Wednesday afternoon sessions begin January 19, 2012, 9 a.m. Institute begins Baird Private Wealth Management GENERAL SPONSORS Fizer Beck Webster Bentley & Scroggins Fuentes Toubia, PLLC The Kelsey Group at Graystone Consulting Riney Palter PLLC Weycer, Kaplan, Pulaski & Zuber, P.C. M CL E This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of hours, of which 1.00 credit hour will apply to legal ethics/professional responsibility credit. The University of Texas School of Law is a State Bar of California approved MCLE provider (#1944), and an Oklahoma Bar Association MCLE presumptively-approved provider (#169).