JUNE
09
2016
35th Annual
CONFERENCE ON NOT-FORPROFIT ORGANIZATIONS
3
EASY WAYS TO REGISTER
ONLINE
cle.kentlaw.edu
PHONE
312.906.5090
MAIL
Office of CLE
Chicago-Kent College of Law
565 W. Adams Street
Chicago, IL 60661-3691
35th Annual
CONFERENCE ON NOT -FOR-PROFIT
ORGANIZATIONS
You will have personal access to nationally recognized experts in the not-forprofit field who provide a comprehensive update on the cutting-edge legal,
legislative, and policy developments that impact non-profit organizational
planning. Concentrated succinctly into a one-day conference, get hands-on
practical knowledge, 6.75 hours of CLE credit, and 8.0 hours of CPE credit.
CONFERENCE AT A GLANCE
8:00am–8:40am
1:15pm–1:30pm
Registration
Break
8:40am–8:45am
1:30pm–2:30pm
Welcome
8:45am–9:45am
Opening Plenary Address
Exempt Organizations Update
9:45am–10:45am
Illinois Attorney General’s
Charitable Trust Bureau Update
10:45am–11:00am
Break
Concurrent Sessions
Election Year Issues for Tax-Exempt
Organizations
Unrelated Business Income—Common Traps
Hiring & Firing for IL Not-for-Profit Entities:
How to Avoid Common Errors in Employment
& Benefits Issues
2:30pm–2:45pm
Break
2:45pm–3:45pm
11:00am–12:00pm
Concurrent Sessions
I Didn’t See That Coming: Common Legal
Mistakes by Non-Profits
Non-Profit Promotions: Raffles, Contests,
and Sweepstakes
Exploring Mergers for Non-Profit Organizations
12:00pm–12:30pm
Buffet Luncheon
12:30pm–1:15pm
Concurrent Sessions
Audit & Accounting Update
L egal Ethics
Best Practices & Tips for Creating a Non-Profit
Website
3:45pm–4:00pm
Break
4:00pm–5:00pm
Cyber Security Issues and Response
Luncheon Sessions
Investment Opportunities for Non-Profits
Select Topics in Employee Benefits
Intellectual Property Matters—How To Protect
Your IP and Add Value to Your Organization
This conference is presented in cooperation with
Forefront (formerly Donors Forum)
CONFERENCE FACULTY
OPENING PLENARY SPEAKER
Tamera Ripperda
Director, Exempt Organizations
Internal Revenue Service
Amanda K. Blaising
Attorney
Quarles & Brady LLP
Shaelyn Clements
Senior Manager of User
Experience & Design
General Growth Properties
Andreason L. Brown
Chief Financial Officer
Forefront (formerly Donors
Forum)
Mark D. DeBofsky
Principal
DeBofsky & Associates PC
Jean Butzen
President
Mission + Strategy Consulting
Robert A. DiMeo
Managing Director
DiMeo Schneider
& Associates LLC
David S. Chernoff
Retired Associate General
Counsel
The John D. and Catherine T.
MacArthur Foundation
Anne Fulton
Tax Senior Manager
Deloitte Tax LLP
Thomas E. Chomicz
Retired Partner
Quarles & Brady LLP
Paula Cozzi Goedert
Partner
Barnes & Thornburg LLP
Michael A. Clark
Partner
Sidley Austin LLP
Barry S. Goldberg
Assistant Bureau Chief
Charitable Trust Bureau
Office of the IL Attorney General
No Picture
Available
Margo Lynn Hablutzel
Assistant General Counsel
Lands’ End
Robert H. Newman
Partner
Winston & Strawn LLP
Therese Harris
Chief
Charitable Trust Bureau
Office of the IL Attorney General
Jodi Patt Pellettiere
Partner
Quarles & Brady LLP
Angela Marie Hubbell
Partner
Quarles & Brady LLP
Floyd D. Perkins
Partner
Nixon Peabody LLP
Kristin C. Louis
Assistant Attorney General
Charitable Trusts Bureau
Office of the IL Attorney General
Jeffrey S. Piell
Partner
Quarles & Brady LLP
David Lowenthal
Tax Partner
Plante Moran PLLC
John Pomeranz
Partner
Harmon, Curran,
Spielberg + Eisenberg LLP
David Mann
Partner
Holland & Knight LLP
Kristina Rasmussen
Tax Director
Deloitte Tax LLP
William H. McLean
Vice President & Chief
Investment Officer
Northwestern University
Brian T. Whitlock
Tax Partner
Plante Moran PLLC
Susan Meyer
Counsel
Nixon Peabody LLP
Craig Wories
Senior Manager
RSM US LLP
PROGRAM SCHEDULE
8:00am-8:40am
Registration
8:40am-8:45am
Welcome
8:45am-9:45am
OPENING PLENARY ADDRESS
Exempt Organizations Update
EO Director Tamera Ripperda will be discussing
the EO topics of current interest including the
most recent changes within the IRS TE/GE
division and current IRS EO initiatives.
JUNE 9, 2016
Exploring Mergers for Non-Profit
Organizations
Come join a panel of a non-profit consultant and
non-profit attorneys for an interactive discussion
regarding non-profit mergers. This Q&A format
will focus on the key ‘how-to’ questions: how
to get started with a merger, how to explore
a merger with a partner, and how to legally
implement a merger.
Amanda K. Blaising, Attorney, Quarles & Brady LLP
Jean Butzen, President, Mission + Strategy Consulting
Jodi Patt Pellettiere, Partner, Quarles & Brady LLP
Tamera Ripperda, Director, Exempt Organizations,
Internal Revenue Service
12:00pm-12:30pm
Buffet Luncheon
9:45am-10:45am
12:30pm-1:15pm
Illinois Attorney General’s Charitable
Trust Bureau Update
• Compliance and reporting requirements
• Litigation matters and concerns
• Myths and misconceptions about filings with
the Attorney General’s Office
Moderator: Floyd D. Perkins, Partner, Nixon Peabody
LLP
Barry S. Goldberg, Assistant Bureau Chief, Charitable
Trust Bureau, Office of the IL Attorney General
Therese Harris, Chief, Charitable Trust Bureau,
Office of the IL Attorney General
Kristin C. Louis, Assistant Attorney General, Charitable
Trusts Bureau, Office of the IL Attorney General
Brian T. Whitlock, Tax Partner, Plante Moran PLLC
10:45am-11:00am
Break
11:00am-12:00pm
CONCURRENT SESSIONS
I Didn’t See That Coming: Common
Legal Mistakes By Non-Profits
LUNCHEON SESSIONS
Investment Opportunities for NonProfits
The panel will address investment strategies for
non-profits in a challenging environment, the
role that socially responsible investing can or
should play, and a review of good governance and
best practices in dealing with the investments of
non-profits.
Moderator: Thomas E. Chomicz, Retired Partner,
Quarles & Brady LLP
Robert A. DiMeo, Managing Director, DiMeo
Schneider & Associates LLC
William H. McLean, Vice President & Chief
Investment Officer, Northwestern University
Select Topics in Employee Benefits
Discussion will highlight goals and objectives
of non-profit employer benefit plans and cover
current issues in employee benefits law affecting
non-profit organizations. Recent developments
under the Affordable Care Act, the Mental
Legal issues of non-profits tend to make the life
of non-profit legal counsel look like Groundhog
Day: the same mistakes over and over. Ms.
Goedert will review the most common and
costly mistakes in governance, contracting, tax,
intellectual property, and human resource law,
and how simple fixes can prevent the issues from
becoming problems.
Paula Cozzi Goedert, Partner, Barnes & Thornburg LLP
Non-Profit Promotions: Raffles,
Contests, and Sweepstakes
How to avoid gambling and lottery laws, and
comply with charitable raffle, prize promotion
and commercial co-venturer laws.
David Lowenthal, Tax Partner, Plante Moran PLLC
David Mann, Partner, Holland & Knight LLP
“As a general rule, the speakers were
both highly knowledgeable in their subject
areas as well as engaging presenters.”
– Previous Attendee
Health Parity Act, and ERISA law will be
discussed.
Andreason L. Brown, Chief Financial Officer,
Forefront (formerly Donors Forum)
Mark D. DeBofsky, Principal, DeBofsky &
Associates PC
Intellectual Property Matters—
How To Protect Your IP and Add
Value to Your Organization
• Identifying and protecting your valuable
intellectual property
• Copyrights, trademarks, trade secrets, social
media, patents
• Strategies and best practices for success
Susan Meyer, Counsel, Nixon Peabody LLP
1:30pm-2:30pm
CONCURRENT SESSIONS
Election Year Issues for Tax-Exempt
Organizations
What (and how much) can 501(c)(3)s and other
types of tax-exempt organizations do in an election
year? How can a 501(c)(3) comment on issues
driving the current political debate without running
afoul of the ban on 501(c)(3) political campaign
intervention? When are 501(c)(3)-sponsored
candidate debates, voter registration programs, or
voter guides permissible non-partisan activities,
and when do they cross the line? When is a 501(c)
(4) doing too much electioneering and failing to
be “primarily” engaged in its exempt social welfare
purpose? (And how do we know now that Congress
won’t let Treasury write regulations to tell us?) Come
and learn how your organization can learn to take
advantage of the opportunities to advance your
issues in an election year without losing your taxexempt status.
employment issues and will focus on strategies for
avoiding common pitfalls in the full spectrum of
employment—from hiring through retirement
and other employment terminations.
Angela Marie Hubbell, Partner, Quarles & Brady LLP
Jeffrey S. Piell, Partner, Quarles & Brady LLP
2:30pm-2:45pm
Break
2:45pm-3:45pm
CONCURRENT SESSIONS
Audit and Accounting Update
This session will discuss recent accounting and
audit developments of interest to not-for-profit
organizations. It will also review ongoing FASB
projects that could have a significant impact on
not-for-profit accounting and financial reporting.
Craig Wories, Senior Manager, RSM US LLP
Legal Ethics
This session will:
• Review the most commonly encountered Rules
of Professional Conduct
• Discuss interactively a number of practical
hypothetical ethical situations
David S. Chernoff, Retired Associate General Counsel,
The John D. and Catherine T. MacArthur Foundation
Best Practices & Tips for Creating
a Non-Profit Website
We’ll explore the most effective techniques to
improve your organization’s website and your
user’s online experience, taking into consideration
the unique needs, and often limited resources, of
a non-profit organization.
Shaelyn Clements, Senior Manager of User Experience
& Design, General Growth Properties
Michael A. Clark, Partner, Sidley Austin LLP
John Pomeranz, Partner, Harmon, Curran,
Spielberg + Eisenberg LLP
3:45pm-4:00pm
Unrelated Business Income—Common
Traps
4:00pm-5:00pm
• Understanding UBI and common traps
• Analyzing qualified sponsorship income, debtfinanced income and royalties
• How to treat income from controlled entities
Anne Fulton, Tax Senior Manager, Deloitte Tax LLP
Kristina Rasmussen,Tax Director, Deloitte Tax LLP
Hiring & Firing for IL NFP Entities:
How to Avoid Common Errors in
Employment & Benefits Issues
This session will be an interactive discussion
of need-to-know employee benefits and
Break
Cyber Security Issues and Response
With more non-profits becoming victims of
ransomware and other cyber attacks, are you
prepared to respond? Speakers from a corporate
general counsel’s office and an outside law firm
will provide analysis and guidance on measures to
prevent attacks and methods of dealing with an
actual breach.
Margo Lynn Hablutzel, Assistant General Counsel,
Lands’ End
Robert H. Newman, Partner,Winston & Strawn LLP
C-K SPOTLIGHT
UPCOMING CLE CONFERENCES
April 14-15, 2016
33rd Annual Section 1983 Civil Rights Litigation Conference
Eligible for 11.0 hours of IL MCLE credit
May 19, 2016
35th Annual Federal Tax Institute
Eligible for 7.0 hours of IL MCLE credit, 8.0 hours IL CPE credit
May 27, 2016
Beyond Bitcoin: Privacy, Money, Crime, and a Better Digital Currency
Eligible for 5.5 hours of IL MCLE credit
June 17, 2016
Hot Topics in Contemporary Labor Relations Law Conference
Eligible for 6.25 hours of IL MCLE credit
July 14, 2016
Janders Dean Law Innovation Conference
IL MCLE credit to be determined
September 15, 2016
34th Annual Federal Sector Labor Relations & Labor Law Conference
IL MCLE credit to be determined
October 20, 2016
8th Annual Conference on Futures & Derivatives
IL MCLE credit & IL CPE credit to be determined
October 28, 2016
Bi-Annual Midwest Arbitrators’ Symposium,
presented by the FMCS & Chicago-Kent College of Law
IL MCLE credit to be determined
December 2, 2016
32nd Annual Illinois Public Sector Labor Relations Law Conference
IL MCLE credit to be determined
WHO SHOULD ATTEND THE NFP CONFERENCE?
• Experienced Attorneys
• Experienced Accountants
xperienced Not-For• E
Profit Organization
Administrators & Staff
xperienced Advisors
• E
of Not-For-Profit
Organizations
WHY ATTEND?
As an experienced practitioner you won’t want to miss this
hands-on, immediately relevant, intermediate to masters’ level
seminar.
You will:
• Hear directly from the most prominent firm heads and government experts in the field
• Interact directly with each panel during Q&A
• Connect and learn from your industry peers
“An annual must!” – Previous Attendee
NFP CONFERENCE ADVISORY BOARD
FACULTY SPONSOR
Philip N. Hablutzel
Chicago-Kent College of Law
We want to thank Professor Hablutzel
for more than 30 years of service
to both Chicago-Kent College of Law
and this conference.
Andreason L. Brown
Forefront (formerly Donors Forum)
William I. Miller
Internal Revenue Service
Kelly Anne Keeler Calvanico
Chicago-Kent College of Law
Floyd D. Perkins
Nixon Peabody LLP
CONFERENCE CO-CHAIR
David S. Chernoff
The John D. and Catherine T. MacArthur
Foundation, Retired
Kelly Powers-Hamp
Chicago-Kent College of Law
CONFERENCE CO-CHAIR
Thomas E. Chomicz
Quarles & Brady LLP, Retired
CONFERENCE CO-CHAIR
Janice E. Rodgers
Quarles & Brady LLP
Denis J. Conlon
Martin, Brown, Sullivan, Roadman,
& Hartnett Ltd.
David S. Rosen
Jewish United Fund
Bruce E. Huey
Friedman & Huey Associates LLP
Mary Rauschenberg
Deloitte Tax LLP
Brian T. Whitlock
Plante Moran PLLC
Susan Lewers
Chicago-Kent College of Law
LL.M. PROGRAM IN TAXATION
The Graduate Program in Taxation
at Chicago-Kent College of Law
is designed to meet the needs of
full-time, part-time, or non-degree
students seeking the best in both a
theoretical and practical graduate
tax education. The program faculty
are partners in major Chicago law
firms, attorneys in the tax groups
of national accounting firms, and
full-time Chicago-Kent faculty.
Classes offer in-depth knowledge of
tax issues involved in business and
financial transactions and the skills
necessary to plan the transactions
by faculty routinely involved in
planning, resolving and litigating
critical tax issues.
For more information, please
contact the Office of Graduate
Admissions at (312) 906-5360
or send an email to admissions@
kentlaw.iit.edu.
INTERESTED IN SPONSORSHIP OPPORTUNITIES?
Get in front of your audience first-hand when you confirm your support as a session
sponsor. Be everyone’s favorite phrase when you become a Wi-Fi sponsor. These are just
a couple of the opportunities available at this conference and others throughout the year.
Contact Kelly Calvanico, CLE Director, at 312.906.5091 or [email protected] for
further information.
EVENT DETAILS
CONTINUING EDUCATION CREDIT
IL MCLE Credit
6.75 hrs
1.0 hr ethics,
pending approval
PA MCLE Credit
8.0 hrs
1.0 hr ethics,
pending approval
IL Accounting
CPE Credit
8.0 hrs
1.0 hrs ethics,
pending approval
HOTEL ACCOMMODATIONS
We have negotiated a special rate for our conference attendees at the following hotel:
The Holiday Inn Chicago Mart Plaza is a full service hotel located atop the Chicago Sun-Times building in the River
North neighborhood of downtown. It is a 20 minute walk or a short cab ride to the law school. Rooms are available at
the group rate of $169/night plus tax. Reservation may be made by contacting the hotel directly at 855-268-0372 or
online at http://bit.ly/holidayinn0616. When registering online enter the group code EK3. To enjoy this special group
rate, reservations must be made by May 9, 2016. Please be sure to mention you are attending the 2016 Conference on
Not-For-Profit Organizations when making your reservations to receive our special group rate.
The Holiday Inn Chicago Mart Plaza
350 West Mart Center Drive
Chicago, IL 60654
Reservations: 855-268-0372
Room block link: http://bit.ly/holidayinn0616
Group Code: EK3
CANCELLATION
POLICY
A full tuition refund will be
granted if received by May
12, 2016. Tuition, less a 25%
cancellation fee will be granted if
received between May 13, 2016
and June 2, 2016. No refunds
will be granted if received after
June 2, 2016, but a substitution
of attendees for this program
will be permitted. Registrants
not entitled to a refund will
receive access to the written
materials.
Email cancellation notices to
[email protected].
PRICING
Submitted on or
before May 26
Downloadable
Materials Only
Check applicable box:
Regular
Group*
Chicago-Kent Alumni/
Adjunct Professor
Alumni Graduation Year: ______
$230
$220
$205
Submitted on or
before May 26
Hard Copy Book &
Download Materials
Submitted after
May 26, 2016
Downloadable
Materials Only
Submitted after
May 26, 2016
Hard Copy Book &
Download Materials
$255
$245
$260
$250
$285
$275
$225
$205
$225
*To qualify for the group pricing you need only register 3 or more individuals at the same time, does not apply with other discounted rates.
REGISTRATION FORM
Name(s) (please print)Professional Title(s)
Firm/Company/Organization
Address
City, State, Postal Code
TelephoneFaxEmail
Please List Any Special Dietary Requirements or Accessibility Needs
CLE Credit?
Yes
No
Attorney Registration #
Registration Code (Enter characters appearing on the mailing label. Please enter this ID even if the label is addressed to
someone else. Thank you!)
PAYMENT INFORMATION
AMOUNT: $
PAYMENT TYPE:
Payment by check
(Make check payable to: Chicago-Kent College of Law)
Payment by credit card
VISA MasterCard American Express Discover
Name on Card
Card NumberExpiration DateCSV Code
Signature
Billing Address, City, State, Postal Code
NOTE: Registration form must accompany payment information. If your agency is transferring funds electronically,
please notify us as soon as possible.
3
EASY WAYS TO REGISTER
ONLINE cle.kentlaw.edu
PHONE 312.906.5090
MAIL
Office of CLE
Chicago-Kent College of Law
565 W. Adams Street
Chicago, IL 60661-3691
Earn up to 6.75 hrs IL MCLE credit
& 8.0 hrs IL CPE credit
Thursday, June 9, 2016
35th Annual
CONFERENCE ON NOT-FOR-PROFIT
ORGANIZATIONS
565 West Adams Street
Chicago, Illinois 60661
Chicago, IL
Permit No. 7706
PAID
Non-Profit Org
U.S. Postage