and
in association with the
Center for Nonprofit Management,
Financial Executives International, and the State Bar of Texas
presents
THE 5TH ANNUAL CPE Conference
ONE OF THE PREMIER CPE CONFERENCES IN NORTH TEXAS
 Special Welcome by the Honorable Tom Leppert, Mayor of the City of Dallas 
2009 Program includes the second DCPAS/CNM Joint Nonprofit
Workshop - a Special 8-Hour Track for the Dallas Nonprofit Community
(subject to space limitations)
SM
Co-sponsored by the Dallas CPA Society and the Center for Nonprofit Management
Luncheon Speakers: Harvey Rosenblum, Executive Vice President and Director of
Research, Federal Reserve Bank of Dallas, and Jessica Renier, Research Analyst,
Federal Reserve Bank of Dallas
Topic: “The State of the Economy in Dallas and the Southwest”
May 1, 2009
Hilton Anatole Hotel, Dallas, Texas
Registration begins at 7:00 am • Program runs 8:00 am - 5:00 pm • Register online at www.cpadallas.org
2009 CPE DAY* REGISTRATION INFORMATION
TIME:
Begins at 8:00 a.m. and concludes at 5:00 p.m.
DATE:
May 1, 2009
LOCATION:
ADMISSION:
Hilton Anatole Hotel
2201 Stemmons Freeway (I-35E)
Dallas, Texas
*Free CPE to members of the Dallas CPA Society, subject to a nonrefundable $25 lunch and parking charge [earn up to 8 hours of credit].
Nonprofit workshop is free to the Dallas nonprofit community, subject
to space limitations and a nonrefundable $25 lunch and parking charge.
Workshop is also open to Dallas CPA members, subject to space limitations. Attendees from the Dallas nonprofit community must be employed by or affiliated with a tax-exempt organization.
DIRECTIONS:
The hotel property may be accessed from its bordering streets;
Stemmons Freeway (I-35E) and Market Center Blvd.
SELF PARKING:
Sponsored by the Dallas CPA Society in the parking lots between the
hotel and Stemmons Freeway (I-35E).
REGISTRATION:
Begins at 7:00 a.m. in the Tower Lobby.
Register online at www.cpadallas.org.
LUNCH:
DRESS:
Sponsored by Jackson Walker LLP, includes one hour of CPE.
Business casual
Sweaters or jackets are recommended for comfort.
SPECIAL WELCOME BY THE HONORABLE TOM LEPPERT,
MAYOR OF THE CITY OF DALLAS
Tom Leppert was elected mayor of Dallas in June 2007. Prior to his election,
Mayor Leppert was recognized as both a Dallas business and community leader.
Mayor Leppert has led major corporations in the areas of construction, financial
services and real estate. He also served as a White House fellow in both the Treasury
Department and in the White House. A lifelong community volunteer, he has served
numerous community groups and charitable organizations on both the local and
national levels.
During his tenure as Mayor, the City has aggressively addressed Public Safety,
Economic Development and the Environment. In addition, he has pioneered a
number of innovative programs in Education, a passion of his.
Mayor Leppert holds an M.B.A. with Distinction from Harvard Business School and
graduated cum laude from Claremont McKenna College in California where he served
as student body president.
In 2006, Tom received the Global Cross Millennium Award for Corporate
Environmental Leadership from Global Green USA and the Torch of Conscience
Award from the American Jewish Congress.
He and his wife Laura live in Dallas and have a son Christian and twins, Catherine and
Ryan. They are members of Park Cities Baptist Church.
LUNCHEON SPEAKERS: HARVEY ROSENBLUM & JESSICA RENIER
Topic: “The State of the Economy in Dallas and the Southwest”
HARVEY ROSENBLUM is Executive Vice President and Director of Research at
the Federal Reserve Bank of Dallas. In this capacity, he serves as economic policy advisor to the Bank's president and as an associate economist for the Federal Open Market
Committee, which formulates the nation's monetary policy.
Rosenblum is also a past president of the National Association for Business Economics
(NABE), a prestigious trade association whose 3,000 members are the leading business
economists in the United States and many other countries. Past presidents of NABE include several Federal Reserve presidents as well as former Fed Chairman Alan Greenspan.
Rosenblum is currently serving as executive director of the North American Economics
and Finance Association. He also is a member of the Product Development and Small
Business Incubator Board, appointed by the Governor of Texas.
Jessica Renier is a Research Analyst at the Federal Reserve Bank of Dallas. As a
member of the Research Department’s macroeconomic group, she conducts research on
financial and national economic issues, produces articles for various bank publications
and contributes to the Dallas website by writing National Economic Update articles following each meeting of the Federal Open Market Committee. Renier also coordinates
the Board of Governors’ Senior Loan Officer Opinion Survey for the 11th District, and
covers the financial, accounting and legal sectors of the 11th District Beige Book – the
Bank’s anecdotal survey of regional economic conditions. Renier, who has been with
the Dallas Fed since 2006, holds a bachelor’s degree in economics, communication and
Spanish from Trinity University.
TITLE SPONSOR:
MEDIA SPONSOR:
LUNCHEON SPONSOR:
GOLD SPONSORS:
SILVER SPONSORS:
EXPERIENCEDCANDIDATESEXCEPTIONALCAREERS
CONTRIBUTING SPONSORS:
SUPPORTERS:
Accounting Practice Sales
BDO Seidman, LLP
CF & Co., LLP
Communities Foundation of Texas
DuCharme, McMillen & Associates, Inc.
Harris Davis & Company, PC
Fox Byrd & Company, PC
KBA Group, LLP
Lane Gorman Trubitt, LLP
Reyna CPAs, PLLC
Sibley & Company, PC
Thomas, Edwards Group, Inc.
University of Texas at Dallas
SPEAKER AND TOPIC INFORMATION
401K - Pending Developments in Fee
Disclosure and Fiduciary Protection
Explore what the DOL’s proposed legislation from 2008 indicates
regarding their current thinking as to:
•
Fee disclosure, specifically with regard to disclosures that will
assist plan sponsors as well as their participants in understanding
the fees paid by them in relation to their qualified retirement
plans and the reasonableness of those fees.
•
Learn about prohibited transaction exemption and self-dealing
issues.
•
The legislative landscape for 2009 with respect to plan fees and
disclosures.
•
We will also discuss plan sponsors general fiduciary
responsibilities to the plan and its respective participants and
areas of concern garnered from our clients’ 2007-2008 DOL and
IRS plan audits.
Speaker: Ken Smith, IPS Advisors
Administrative and Judicial Update
Mr. Albright is a leading tax litigator of IRS administrative developments
and tax litigation. He will give an update and review current
developments in the administrative and judicial areas.
Speaker:
Val Albright, Gardere
After Considering Tax and Business
Planning - the Dark Side of the Choice of
Entity: What Litigators Say
This session will discuss how new forms of business entities, such as
limited liability companies, and limited liability partnerships, compare
to established forms of entities, such as corporations. The program
will review organizational requirements plus litigation issues. Also
considered is how litigation issues are addressed as to new forms
of entities compared to familiar forms. Both Delaware and Texas law
are discussed.
Speakers:
Vince Hess & Charles Reeder, Locke Lord
Bissell & Liddell, LLP
Business Combinations: What You Need to
Know About SFAS No. 141-R and No. 160
These standards are a major overhaul of the accounting and reporting
for business combinations and noncontrolling interests. Learn about
key changes which include:
Definition of a business subject to the Statement:
•
Accounting for acquisition expenses, restructuring costs,
contingent consideration, in-process R&D, and step
acquisitions
•
Recognizing and measuring acquired assets, liabilities, and
noncontrolling interests
•
Required disclosures under the Statement
•
Accounting for noncontrolling interests
By the end of this course, you should be able to identify transactions
within the scope of SFAS No. 141(R), discuss the major changes in
accounting for business combinations resulting from SFAS No. 160,
understand the required disclosures under SFAS No. 141(R), and
understand the new requirements for accounting for noncontrolling
interests under SFAS No. 160.
Speakers:
Daniel McCain & Michael G. Nesta, KPMG,
LLP
Changes in Labor and Employment Law and
Regulations
This presentation will focus on recent and expected changes in
labor and employment law and regulations. The presentation will
also include and discuss bills that have been introduced, but not yet
passed.
Speaker:
Mark Shank, Gruber Hurst Johansen Hail
Corporate Governance Boot Camp Parts I & II
Come prepared to work in this workshop that will cover a multitude
of practical governance issues for the operating nonprofit,
including working through a set of nonprofit bylaws annotated to
the Texas Nonprofit Act. Topics include: (1) nonprofit committee
structure (including functions of the audit, finance and governance
committees); (2) fiduciary responsibility of board members; (3) the
interrelationship of tax and governance rules; (4) conflict of interest
policies; (5) whistleblower policies; (6) the authority of the Attorney
General of Texas; and (7) actions that should be taken by nonprofits
with the mandatory effectivess of the Texas Business Organizations
Code on January 1, 2010.
Moderator: William H. Hornberger, Jackson Walker, LLP
Speakers: BRENT CHRISTOPHER, CEO of Communities
Foundation of Texas, michael kaufman,
Jackson Walker, LLP, cynthia B. nunn,
President of Center For Nonprofit Management,
marisela pena, Jackson Walker, LLP, kathy
smith, CFO of The Real Estate Council & susan
staricka, Chief Charitable Trusts Section,
Consumer Protection Division, Office of the
Attorney General
Endowment Fundraising: Overview of
Structure and Essential Policies and
Procedures
Seasoned development officers, board members and philanthropists
understand that endowment funds are critical to an organization’s
ability to endure over the long haul. Supported by a well-designed
solicitation program and investment practices that are aligned with
both financial and mission objectives, endowments offer an attractive
array of opportunities for involving donors. Nonprofit endowments
can make the difference between thriving and struggling to survive.
This session includes: an overview of endowment structures;
assessing readiness; essential policies and procedures; due
diligence and soliciting and cultivating donors for endowment gifts.
Speaker:
Cynthia Krause, Baylor Healthcare Foundation
ESTATE Planning for 2009 and Beyond:
IMPACT OF ADVERSE ECONOMY ON PLANNING
STRATEGIES
In light of broad inflation and distress, and political instability
of tax laws, the speakers will advise and educate on what are
recommended estate planning strategies.
Moderator: WILLIAM D. Elliott, Law Offices of William D.
Elliott
Speakers: Ray Sheeler, Hill Schwartz Spilker Keller, LLC
& Danny Boon, Andrews Barth & Harrison
Fair Value After the Market Meltdown
FAS 157 defines fair value as “the price that would be received to
sell an asset or paid to transfer a liability in an orderly transaction
between market participants at the measurement date. Attempts
to apply FAS 157 have, however, raised several questions as to
whether this new definition has enhanced financial reporting. In this
session, we will discuss several implementation problems recently
raised with the SEC. Examples include the following:
•
How are calculations made if a market does not exist?
•
Does a thin market mean market price should not be used?
•
How are liabilities valued if pre-maturity settlement is not
permitted?
•
What is meant by highest and best use?
•
How would stock be valued if restrictions to trade exist?
Speaker:
Dr. Wayne Shaw, SMU and GAAP Seminars
SPEAKER AND TOPIC INFORMATION
Federal Treatment of Debt Workouts
This session will describe and explain certain federal income tax
consequences to debtors and lenders in the context of debt workouts.
The presentation will generally focus on cancellation of debt (COD)
income and exceptions to COD income and the tax consequences of
foreclosures and deeds in lieu of foreclosure. Learn about other tax
issues relating to debt workouts.
Speaker:
Julie Sassenrath, Winstead
From Divorce to Second Marriage: Estate
Planning and Marital Law Considerations
This session will explain and layout the tax, financial, and legal
considerations for persons being divorced and contemplating
remarriage or already remarried.
Speakers:
Will Reppeto, McCurley, Orsinger, McCurley,
Nelson & Downing LLP & Norm Lofgren, Looper
Reed & McGraw, PC
GAAP UPDATE
This session will cover and discuss:
•
FASB’s Accounting Standards Codification, which is scheduled
to be launched July 1, 2009 as the single source of authoritative
non-governmental GAAP.
•
An overview of recently adopted and proposed new standards
(including the joint FASB/IASB revenue recognition project).
•
Time permitting, an overview of recently released GASB
Statement No. 54 (“Fund Balance Reporting and Governmental
Fund Type Definitions”).
Speaker:
John Deburro, Weaver and Tidwell, LLP
How a Banker Evaluates Risk
Learn how bankers evaluate risk before approving a loan. This
program will:
•
Comment on the evolutionary state of risk management within
the commercial banking industry.
•
Discuss the application of “Risk = Reward” financial
analysis through the use of traditional and new underwriting
technologies.
•
Teach how competitive market and regulatory conditions influence
new/renewal credit origination - demystifying leverage.
•
Explain loan portfolio management - seeing it from the eyes of
the commercial bank.
•
Explore relationship development through optimizing the use of
available banking services.
Speakers:
Bob Hyde & Jana Chennault, Wells Fargo
How to Hire, Train and Motivate Recent
College Graduates
Many employers across the country say recent college graduates are
not prepared for the real world. As employers, are you ready? Nancy
Barry will present insights and information you need to get the most out
of this bright, bold and opinionated generation. She will also share the
Top 5 things you need to know if you’re managing Gen Y employees.
Speaker:
Nancy Barry, Speaker, Author, Gen Y Expert,
Nancy Barry & Associates
IFRS vs. U.S. GAAP – Key Differences
The purpose of this session is to point out through specific examples
how certain key differences between IFRS and U.S. GAAP lead to very
different reporting issues. Issues to be discussed include:
•
Debt Equity Classifications
•
Stock Based Compensation
•
Business Combination
•
Asset Retirement Obligations
•
Revenue Recognition
•
Application of FAS 159 (Fair Value Option for Financial Assets
and Liabilities)
Speaker:
Dr. Wayne Shaw, SMU and GAAP Seminars
Latest Developments and complex
Accounting challenges in not for profits
In this session, we will explore the continued challenges of
accounting for nonprofits. In particular, permanent restrictions.
Speaker:
Bill Albright, Albright, Hill & Sumpter, PC
Like-kind Exchanges - Forward, Reverse
and Current Developments
This presentation will focus on current developments in 1031
exchanges, with a special emphasis on workout-driven 1031
exchanges.
Speakers:
Kevin Thomason & Todd Keator, Thompson
& Knight, LLP
Limitations on Use of Corporate Losses
Mr. Wheat will analyze the limits on built-in losses and net operating
loss carryforwards under IRC Section 382 (including the new antistuffing guidance); discuss recent developments in identifying and
preventing ownership changes; and address the interplay with the
SRLY rules.
Speaker:
David Wheat, Thompson & Knight, LLP
Nexus and Your Unitary Group
This presentation will focus on recent nexus developments including
constitutional concerns of expansion taxability in the areas of
agency, affiliate nexus, and economic nexus and unique issues
that arise in the context of unitary constitutional law. In light of
significant budgetary shortfalls, examine how states are looking to
broaden their tax base to the full extent allowed by the Constitution,
often by testing the constitutional boundaries for taxing out-of-state
taxpayers to raise revenue. Recent rulings, cases and legislation
have added new complexities for multistate businesses. Learn how
these recent developments may require companies to adjust state
tax reporting to reconsider optimal operational and organizational
structures.
Speaker:CHAROLETTE NOEL, Jones Day
Practice Management: State Board
requirements
This session will educate and cover important State Board Rules
that are essential knowledge for a CPA’s practice management.
Speakers:
Bill Treacy & Jerry Hill, Texas State Board
of Public Accountancy & Ken Horwitz, Glast
Phillips & Murray, PC
Preparing the New Form 990 - Governance
Issues
This session will focus on the many changes in the new Form 990.
One rather large change is the section devoted to governance
issues. These governance questions require the disclosure of
information that is not required by the Internal Revenue Code.
However, the Internal Revenue Service believes the existence
of an independent governing body and well-defined governance
policies will improve overall tax compliance. This session will cover
and define various governance issues, requirements, policies and
procedures and acceptable practices. These governance policies
should be a part of the daily life of every exempt organization.
Speaker:
Julie Fry, Salmon Sims Thomas & Associates,
PLLC
SPEAKER AND TOPIC INFORMATION
Proposed Improvements to Financial
Statement Presentation – Joint Project of
FASB and IASB
Comment period ends April 2009; re-deliberation of proposal to begin
in June/July 2009. Learn about the proposed new formats for the
Balance Sheet, Statement of Comprehensive Income, and Statement
of Cash Flows, which will each present the following common “defining”
sections: Business (Operating and Investing activities), Financing,
Equity, Discontinued Operations, and Income Tax Sections.
Speaker:
Kevin Green, Ernst & Young
Representing clients in irs audits
concerning employment taxes and
transferee liability
Are your clients having difficulty paying their employment taxes?
Are they taking advantage of the current environment and acquiring
other businesses? This presentation will focus and educate about the
issues arising in employment tax examinations and transferee liability
for those and other taxes.
Speaker:
Todd Welty, Sonnenschein Nath & Rosenthal, LLP
Restructuring the Financially Distressed
Nonprofit: Tax, Accounting and Legal
Considerations
The speaker will discuss the legal liability, corporate governance, tax,
and accounting issues that should be addressed when a nonprofit is
becoming or operates while insolvent. Solutions will be outlined that
include financial workouts, mergers, and dissolution and restructuring
in a bankruptcy context.
Speaker:
Greg Sampson, Passman & Jones
SEC Enforcement Trends
From a leading securities lawyer and a SEC enforcement lawyer,
participants will hear a discussion of areas of activity and interest by
the SEC.
Speakers:
Kevin Woltjen, Strasburger & Price, LLP &
Kevin Edmundson, Assistant Regional Director,
Securities and Exchange Commission, Fort Worth, Tx
Tax Planning Exit Strategies at the End of
Business Life
Whether passing a business to successors and family, selling out, or
giving up -- there’s a right and wrong way to go about it. Learn how
tax planning ahead can make a big difference in a business owner’s
options and costs. Dan Baucum tells you how to plan ahead for the
inevitable: “death and taxes.”
Speaker:
Dan Baucum, Shakelford Melton & McKinley
Texas Margin and Sales Tax - Legislative and
Administrative Developments
The speakers will discuss recent Texas state tax developments. The
first half of the presentation will address updates to the revised Texas
franchise tax (aka the margin tax) including recent developments
in the areas of passive entities, excludible revenues and allowable
deductions. The second half of the presentation will focus on recent
issues regarding the Texas sales and use tax, including a discussion
of recent developments in taxable services, sales tax exemptions and
documentation issues.
Speakers:
Christi Mondrik, Mondrik & Associates & David
Colmenero, Meadows Collier Reed Cousins &
Blau, LLP
TEXAS MARGIN TAX - QUESTIONS, ANSWERS AND
MORE QUESTIONS
This session will discuss, educate, and help participants focus on
new developments and interpretations relating to the 2009 Texas
Franchise law.
Moderator: Cindy Ohlenforst, K&L Gates, LLP
Panel:RENN NEILSON, Baker Botts, LLP, JANET
SPIES, Texas Comptroller’s Tax Policy
Division, Franchise Tax, SUE BAADSGAARD,
PricewaterhouseCoopers, LLP
THE Audit Standards Update
Learn about the wide range of new issues, demands and
regulations will be facing accountants, auditors, regulators and
their constituent clients in the coming months. The past decade
has seen the most sweeping changes in the legislation of the
accounting profession since the Securities Act of 1933, including
the passage of Sarbanes-Oxley Act in 2002 and the formation
of the Public Company Accounting Oversight Board (“PCAOB”).
While much of the legislation is pointed specifically at public
companies, the message in the media and the outcry from the
public is resulting in a more codified set of standards that apply
to all accountants - public and private. Today’s discussion will
cover current developments in the existing Statements on Auditing
Standards and PCAOB Standards as well as late breaking events
regarding regulatory reform and other topics impacting corporate
governance and accountants in public and private practice.
Speaker:
Jon Crumley, PricewaterhouseCoopers, LLP
Updates from the Hill: Latest
Developments from Congress and IRS
Significant changes in oversight and regulation face public and
private charities and foundations, including new IRS reporting
requirements. Bob Weiss has spent time in DC talking to key
legislators and committee members about many issues affecting
nonprofits. This session will cover key focus areas and concerns
of Congress and an update on key legislative actions under
consideration.
Speaker:
BOB WEISS, Meadows Foundation
What employers need to know about the
proposed employee free choice act
If the Employee Free Choice Act (“EFCA”), which was introduced
in the House of Representatives and Senate on March 10, 2009,
is approved and signed into legislation, it will represent one of
the most significant amendments to the National Labor Relations
Act (“NLRA”) since 1935. EFCA would materially change three
substantive areas of the NLRA: (1) the method by which a union
becomes certified as the representative for employees; (2) the
process of collective bargaining between unions and employees;
and (3) the penalties against employers for unfair labor practices.
Bill Ashcraft will discuss how these changes will adversely impact
employers and the actions employers should take now to protect
themselves and their employees from the increased efforts at
unionization that will occur if and when EFCA becomes law.
Speaker:
WILLIAM ASHCRAFT, Ashcraft Law Firm
COURSE INFORMATION
TAXATION
Limitations on Use of Corporate Losses.......................................................... David Wheat, Thompson & Knight, LLP
Representing Clients in IRS Audits Concerning Employment
Taxes and Transferee Liability................................................... Todd Welty, Sonnenschein Nath & Rosenthal, LLP
Tax Planning Exit Strategies at the End of Business Life............ Dan Baucum, Shackelford Melton & McKinley, LLP
Administrative and Judicial Update........................................................................................Val Albright, Gardere
Federal Treatment of Debt Workouts............................................................................... Julie Sassenrath, Winstead
Like-kind Exchanges - Forward, Reverse and Current Developments................... Kevin Thomason & Todd Keator
Thompson & Knight, LLP
After Considering Tax and Business Planning - the Dark Side of the
Choice of Entity: What Litigators Say.................. Vince Hess & Charles Reeder, Locke Lord Bissell & Liddell, LLP
ESTATE PLANNING
Estate Planning for 2009 and Beyond: Impact of
Adverse Economy on Planning Strategies.......... William D. Elliott, Moderator, Law Offices of William D. Elliott
Ray Sheeler, Hill Schwartz Spiker Keller, LLC
Danny Boon, Andrews Barth & Harrison
From Divorce to Second Marriage: Estate Planning
and Marital Law Considerations.......................... Will Reppeto, McCurley, Orsinger, McCurley, Nelson & Downing
Norm Lofgren, Looper Reed & McGraw, PC
STATE TAXATION
Texas Margin and Sales Tax - Legislative and
Administrative Developments.....................................................................Christi Mondrik, Mondrik & Associates
David Colmenero, Meadows Collier Reed Cousins & Blau, LLP
Nexus and Your Unitary Group........................................................................................ Charolette Noel, Jones Day
Texas Margin Tax - Questions, Answers and More Questions.......... Cindy Ohlenforst, Moderator, K&L Gates, LLP
Renn Neilson, Baker Botts, LLP
Janet Spies, Texas Comptroller’s Tax Policy Division, Franchise Tax
Sue Baadsgaard, PricewaterhouseCoopers, LLP
SPECIAL PROGRAMS
Practice Management: State Board Requirements.................. Bill Treacy, Texas State Board of Public Accountancy
Jerry Hill, Texas State Board of Public Accountancy
Ken Horwitz, Glast Phillips & Murray, PC
How a Banker Evaluates Risk...................................................................... Bob Hyde & Jana Chennault, Wells Fargo
COURSE INFORMATION
ACCOUNTING & AUDITING
Fair Value After the Market Meltdown.......................................................... Dr. Wayne Shaw, SMU & GAAP Seminars
SEC Enforcement Trends.............................................................................. Kevin Woltjen, Strasburger & Price, LLP
Kevin Edmundson, Assistant Regional Director,
Securities and Exchange Commission, Fort Worth, TX
IFRS vs. U.S. GAAP: Key Differences......................................................... Dr. Wayne Shaw, SMU & GAAP Seminars
Proposed Improvements to Financial Statement Presentation - Joint Project
of FASB and IASB.......................................................................................................Kevin Green, Ernst & Young
Business Combinations: What You Need to Know About
SFAS No. 141-R and SFAS No. 160............................................... Daniel McCain & Michael G. Nesta, KPMG, LLP
The Audit Standards Update..................................................................... Jon Crumley, PricewaterhouseCoopers, LLP
GAAP Update.................................................................................................... John Deburro, Weaver and Tidwell, LLP
LABOR / HUMAN RESOURCES / EMPLOYEE BENEFITS
What Employers Need to Know About the Proposed Employee
Free Choice Act............................................................................................. William Ashcraft, Ashcraft Law Firm
Changes in Labor and Employment Law and Regulations....................... Mark Shank, Gruber Hurst Johansen Hail
401K - Pending Developments in Fee Disclosure and
Fiduciary Protection.........................................................................................................Ken Smith, IPS Advisors
How to Hire, Train and Motivate Recent College Graduates....................... Nancy Barry, Nancy Barry & Associates
NONPROFIT
Latest Developments and Complex Accounting Challenges in Not For Profits............................. Bill Albright,
Albright, Hill & Sumpter, PC
Updates from the Hill: Latest Developments from Congress and IRS................. Bob Weiss, Meadows Foundation
Corporate Governance Boot Camp - Parts I & II.................. William H. Hornberger, Moderator, Jackson Walker, LLP
Brent Christopher, CEO of Communities Foundation of Texas
Michael Kaufman, Jackson Walker, LLP
Cynthia B. Nunn, President of Center For Nonprofit Management
Marisela Pena, Jackson Walker, LLP
Kathy Smith, CFO of The Real Estate Council
Susan Staricka, Chief Charitable Trusts Section,
Consumer Protection Division, Office of the Attorney General
Preparing the New Form 990 - Governance Issues....................... Julie Fry, Salmon Sims Thomas & Associates, PLLC
Restructuring the Financially Distressed Nonprofit: Tax, Accounting
and Legal Considerations.................................................................................... Greg Sampson, Passman & Jones
Endowment Fundraising: Overview of Structure and Essential
Policies and Procedures..................................................................Cynthia Krause, Baylor Healthcare Foundation
COURSE INFORMATION: JOINT DCPAS/CNM NONPROFIT WORKSHOP
AN INVITATION TO THE DALLAS NONPROFIT COMMUNITY:
Please join us on May 1st for an 8-hour workshop on current issues of interest to nonprofit
organizations, including a nonprofit boot camp, accounting and auditing, current charitable-giving
techniques, tax and compliance issues, and restructuring of financially-distressed nonprofits. We have
invited some of the country’s leading experts to update us on the latest developments in each of these
areas.
We appreciate, and are grateful for, the many good deeds you do for Dallas. We hope this
day offers us an opportunity to get to know you better and to learn more about your latest endeavors
in the city. As a token of our appreciation for your work, there is no charge for the workshop but a
nonrefundable $25 charge for lunch and parking. You are also welcome to attend other open sessions
in the conference.
Space is limited so please make your reservation early. Attendees from the nonprofit community
must be employed by or affiliated with a tax-exempt organization.
The Dallas CPA Society
The Center for Nonprofit Management
WORKSHOP SESSIONS
Latest Developments and Complex Accounting
Challenges in Not For Profits........................................... Bill Albright, Albright, Hill & Sumpter, PC
Updates from the Hill: Latest Developments from
Congress and IRS.........................................................................Bob Weiss, Meadows Foundation
Corporate Governance Boot Camp - Parts I & II........William H. Hornberger, Moderator, Jackson Walker, LLP
Brent Christopher, CEO of Commuities Foundation of Texas
Michael Kaufman, Jackson Walker, LLP
Cynthia B. Nunn, President of Center For Nonprofit Management
Marisela Pena, Jackson Walker, LLP
Kathy Smith, CFO of The Real Estate Council
Susan K. Staricka, Chief Charitable Trusts Section,
Consumer Protection Division, Office of the Attorney General
Preparing the New Form 990 - Governance Issues........... Julie Fry, Salmon Sims Thomas & Associates, PLLC
Restructuring the Financially Distressed Nonprofit: Tax,
Accounting and Legal Considerations.......................................... Greg Sampson, Passman & Jones
Endowment Fundraising: Overview of Structure and Essential
Policies and Procedures.............................................. Cynthia Krause, Baylor Healthcare Foundation
General Information:
CPE Credit Hours:
MCLE:
Format:
Designed For:
Prerequisite:
Course Level:
Cost:
8
Pending
Classroom
CPAs in public practice and
industry and nonprofit personnel
None
Update
$25 for lunch and parking
DALLAS CPA SOCIETY 2009 CPE DAY PLANNING COMMITTEE
WILLIAM D. Elliott - Chair
Lyn Dreher
Teresa Moore
Ted Bathurst
Mike Gott
Cynthia B. Nunn
Nikki Baulisch
David Harris
Catherine Palmer
Rusty Boaz
Kendall Helfenbein
Bill Peeples
John Bovard
William H. Hornberger
Mitch Perry
Stacey Bruenning
Ken Horwitz
Will Reppeto
Sam Cheng
Sharon Lukich
Brent Christopher
Tad McIntosh
David Colmenero
Larry McLaughlin
Law Offices of William D. Elliott
BDO Seidman, LLP
HumCap, Inc.
Fluent Financial
Smith Jackson Boyer & Bovard, PLLC
Center for Nonprofit Management
Komen Breast Cancer Foundation
Communities Foundation of Texas
Meadows Collier Reed Cousins & Blau,
LLP
Southern Methodist University
AXA Advisors, LLC
Harris Davis & Company, PC
HR Block Limited
Jackson Walker, LLP
Glast Phillips & Murray, PC
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Sibley & Company, PC
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DALLAS CPA SOCIETY BOARD OF DIRECTORS
William H. Hornberger, Chair
Kirby Jackson
Mitch Perry, Chair-Elect
Margaret Campbell, Executive
Director
Art Agulnek
Rick Call, Treasurer
David Harris
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GWEN P. ECHOLS
ERIC KRUEGER
WADE OWENS, Board Chair-Elect
HILDA GALVAN
JILL LOUIS
Fidelity Investments
Bank of America Investments Services,
Inc.
LESLIE SABBATH, Secretary
Comerica Bank
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PricewaterhouseCoopers, LLP
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Capital One Bank
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Communications
Hilton Anatole
2201 Stemmons Freeway, Dallas, Texas,
United States 75207
Tel: 1-214-748 1200 Fax: 1-214-761 7520
Directions to the Hotel
The Hilton Anatole is located at 2201 Stemmons Freeway (I-35E), in Dallas, TX.
The hotel property may be accessed from its bordering streets; I-35E or Market Center Blvd.
From DFW Airport:
From the airport, take the Highway 183 East exit. Follow 183 East
to 35E (Stemmons Freeway) South. Highway 183 East will merge
into I-35E. Proceed South on I-35E, past Wycliff Ave., to Market
Center Blvd. and turn right. You will see the hotel on the right.
From 75 South:
Stay in the right lane to exit I-35E Waco. Take the I-35E Denton
(Stemmons Freeway) exit headed North. Exit onto Market
Center Blvd. Turn left onto Market Center Blvd. and you will see
the hotel on the right.
From Love Field Airport:
Exit the airport by turning West onto Mockingbird. Take
Mockingbird to I-35E (Stemmons Freeway) South. Proceed South
on I-35E, past Wycliff Ave., to Market Center Blvd. and turn right.
You will see the hotel on the right.
From 635 (LBJ Freeway):
Proceed West on 635 to the I-35E South exit. Follow I-35E
(Stemmons Freeway) South to the Market Center Blvd. exit.
Turn right onto Market Center Blvd. and you will see the hotel
on the right.
From I-45 (Houston):
From I-45, take I-35E North to Market Center Blvd. Turn left onto
Market Center Blvd. and you will see the hotel on the right.
From the Dallas Tollway:
Proceed South on the Tollway. Take the Wycliff Ave. exit and
turn right. Turn right at Harry Hines and then left onto Market
Center Blvd. Proceed on Market Center Blvd. under I-35E
(Stemmons Freeway) and you will see the hotel on your right.
For additional driving or hotel information, please call the Hilton
Anatole at 214-748-1200.
From Fort Worth:
Take I-30 East to I-35E North. Follow I-35E North through
downtown Dallas and exit Market Center Blvd. Turn left onto
Market Center Blvd. and you will see the hotel on the right.