2017 Oklahoma Conference on Nonprofit Law & Finance
Join nonprofit leaders, board members, legal and finance experts at the conference in Oklahoma City on March 23-24!
This two-day conference will feature local and regionally recognized speakers on topics including legal compliance, charitable giving, financial oversight, Oklahoma policy and advocacy, along with new horizons: cultural competency, cyber security, and more.
Nonprofit leadership, board members, CEOs will benefit from the topics and information, as well as legal and finance experts.
CPE, CLE and CEU credits will be awarded.
THURSDAY, MARCH 23, 2017
- 11:00 a.m.-1:00 p.m. Registration, North Foyer
- 1:00-2:15 Plenary: McLaughlin Hall
- An Overview of Grantmaking by Private and Community Foundations in Oklahoma and the Southwest, Kathy Jankowski
- 2:15-2:30 Break
- 2:30-3:30 p.m. Breakouts Round 1
- Breakout #1: Room 308, Katherine G. Coyle, Tax Law for Private Foundations
- Breakout #2: Room 505, Cyrus N. White, What Could Possibly Go Wrong? A Model to Assess and Mitigate Risks
- Breakout #3: Room 507, Ashley Cooper & Ross McKinney, The “Tax Gap”: What You Need to Know About UBI & Its Enforcement
- Breakout #4: Room 509, Julie Bays & Malisa McPherson, Anatomy of an AG Investigation
- 3:30-3:45 Break
- 3:45-4:45 p.m. Breakouts Round 2
- Breakout #1: McLaughlin Hall, David Cotton, The Psychology of Fraud
- Breakout #2: Room 505, Ginny Bass Carl, The Perils of Administering Gift Agreements: Just Because You Can Doesn’t Mean You Should
- Breakout #3: Room 507, Lyndel Lackey & Jack Murray, Components of Form 990/990 PF: The “990” Pound Gorilla in the Room: Is He My Friend?
- Breakout #4: Room 509, Jonathan Blum, Exempt Orgs Year in Review
- 5:00 Reception, McLaughlin Hall & Museum Room
FRIDAY, MARCH 24, 2017
- 7:30 a.m. Registration & Breakfast Buffet
- 8:00-9:00 a.m. Plenary: McLaughlin Hall
- The Oklahoma 2017 Economic Outlook: Prospecting for a Recovery, Russell Evans, OCU Economic Policy Institute
- 9:00-9:15 Break
- 9:15-10:15 Breakouts Round 3
- Breakout #1: Room 505, Jonathan Blum: Program Related Investments
- Breakout #2: Room 506, Christine Cave: Employee Handbooks: Are They Worth the Hassle?
- Breakout #3: Room 507, Darren Moore: Inspecting the Mouth of a Gift Horse – Acceptance of Unusual Gifts
- Breakout #4: Room 508, David Cotton, The Psychology of Fraud
- Breakout #5: Room 509, Amy Schillings, Anatomy/Whistleblower Policy
- 10:15- 10:30 a.m. Break
- 10:30-11:30 a.m. Breakouts Round 4
- Breakout #1: Room 506, Danne Johnson, Cultural Competency
- Breakout #2: Room 507, Dan Billingsley & Lindsay Laird, Balancing Transparency with Privacy in a Public Relations Crisis
- Breakout #3: Room 508, Jeri Holmes, How to Keep Tax-Exempt Organizations in Compliance: Attaining and Maintaining Tax-Exempt Status
- Breakout #4: Room 509, John Ansbach, The World Wide Web: Facing the Cyber Threat
- 11:30-11:45 Break
- 11:45- 1:00 p.m. Lunch/Keynote: McLaughlin Hall
- Funnybone, Backbone, Wishbone: How to Raise Money for Nonprofits, Michael C. Turpen
- 1:00- 1:15 p.m. Break
- 1:15- 2:15 p.m. Breakouts Round 5 (60 min.)
- Breakout #1: McLaughlin Hall, Alana Hughes, Debunking the Data Collection Myth: Role of Private Foundations in Monitoring Funded Activities: Panel
- Breakout #2: Room 506, Darren Moore, Inspecting the Mouth of a Gift Horse – Acceptance of Unusual Gifts
- Breakout #3: Room 508, Cyrus N. White, What Could Possibly Go Wrong? A Model to Assess and Mitigate Risks
- Breakout #4: Room 509, Richard Wright & Mike Moran, Updates in Nonprofit Accounting
- 2:15- 2:30 Travel Time
- 2:30- 3:30 p.m. Full Conference Session: McLaughlin Hall
- Legislative and Advocacy Panel
- 3:30 p.m. Adjourn
Nine (9) full CPE and CLE credits will be awarded.
These sessions and times are subject to change. Contact Anne Walker with any questions or 405-463-6886, x215.
The 2017 Oklahoma Conference on Nonprofit Law & Finance is co-presented by the Oklahoma Center for Nonprofits and Philanthropy Southwest, sponsored in part by HoganTaylor, Potts Family Foundation and Wells Fargo Advisors, and hosted by Oklahoma City University School of Law.