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Wednesday, March 21, 2018
5:00 PM Early Registration
Independence Registration Desk
6:00 PM Topic TBD
6:00 PM Wednesday Evening Bonus Session
6:00 PM TBD
Alexander Reid
Thursday, March 22, 2018
7:30 AM Early Riser Session
7:30 AM Cybersecurity: Data Privacy and Security Issues
8:30 AM Morning General Session
Moderator: Sarah Mooney, Program Chair
Sarah Mooney
8:30 AM Opening Remarks
Alan P. Dye
8:35 AM EO Current Developments & Case Studies
Bruce R. Hopkins Shane Hamilton
10:35 AM Networking & Refreshments
10:50 AM Trends in Non-profit Executive Compensation
Tom Hyatt
11:45 AM Charitable Deductions - the Good, the Bad, the Indictable
Conrad Teitell
1:15 PM Afternoon Breakout Session I
1:15 PM Form 990 – Lessons Learned 10 years later
Greg Goller Stephen Clarke
2:20 PM New GAAP for Nonprofit Financial Statements and Disclosures
Joan Renner
1:15 PM Afternoon Breakout Session II
1:15 PM Private Foundation Update and Governance Case Study
Jennifer Reynoso
2:15 PM Religious and Church Update
Richard Hammar
1:15 PM Afternoon Breakout Session III
1:15 PM Legal Ethics
Jack Marshall
3:20 AM Networking Break
3:35 PM Late Afternoon Breakout Session I
3:35 PM Not-For-Profit Accounting Update
Richard F. Larkin
4:40 PM Accounting Ethics
Jack Marshall
3:35 AM Late Afternoon Breakout Session II
3:35 PM Impact Investing: Key Issues
Kimberly Eney
4:40 PM Not Your Grandmother’s Philanthropy : Current Trends and Techniques
Jennifer Pagnillo Margaret Navins
3:35 PM Late Afternoon Breakout Session III
3:35 PM State Charitable Registration and Oversight
Charles M. Watkins David P. Goch
4:40 PM Deferred Compensation Update
Cheryl Press* Eddie Adkins
5:40 PM Thursday Evening Reception
5:40 PM Registrants Reception
Sponsored by: Webster, Chamberlain & Bean, LLP
Friday, March 23, 2018
7:30 AM Early Riser Session
7:30 AM Topic TBD
Nancy Murphy Preston Quesenberry
8:30 AM Morning General Session
Moderator: Sarah Mooney: Program Chair
8:30 AM Update from the IRS and Treasury
Elinor Ramey* Janine Cook* Ruth Madrigal*
9:30 AM Update from the Hill
Chris Arneson* Gordon Clay* Harold Hancock* Mark Warren
10:30 AM Networking & Refreshment Break
10:45 AM Advanced Topics in Unrelated Business Income
David Trimner
12:00 PM Luncheon
Message from the IRS Exempt Organization Director
Margaret Von Lienen*
1:15 PM Afternoon Breakout Session I
1:15 PM Joint Venture Update & Case Study
Sarah Mooney
2:20 AM Trade Association Update
1:15 PM Afternoon Breakout Session II
1:15 PM Donor Advised Funds
TBD
Diara Holmes
2:20 AM How to Avoid and Correct 10 Common Mistakes Made by Private Foundation Manager
1:15 PM Afternoon Breakout Session III
1:15 PM State Tax Issues: Do you have a compliance gap?
Barry Hart Michael Sanders
2:20 PM IRS Audits and Examinations: Tips from the Trenches
Marcus S. Owens
3:20 PM Networking & Refreshment Break
3:35 PM Late Afternoon Breakout Session I
3:35 PM Navigating Board Dynamics
James S. Wilson, Jr. Larry Sloan
3:35 PM Late Afternoon Breakout Session II
3:35 PM Lobbying and Political Law Update
Alan P. Dye Beth Kinsley Heidi K. Abegg
3:35 PM Late Afternoon Breakout Session III
3:35 PM Topic TBD

* Invited.