Oklahoma Conference on Nonprofit Law & Finance
The 2019 Oklahoma Nonprofit Law & Finance Conference will be held on March 14-15, 2019 at Oklahoma City University School of Law in Oklahoma City.
Contact us for more information at 1 (800) 338-1978 or firstname.lastname@example.org.
Early-bird registration extended to February 1st!
Earlybird Price $299 (by Feb 1)
Standard Price (after Feb 1) $349
Student $175 (must present Current Student ID at registration)
2019 Oklahoma Conference on Nonprofit Law & Finance
March 14-15, 2019
Oklahoma City University School of Law
This two-day conference provides focused attention on core issues for both private foundations and charitable organizations including governance, UBIT, investment, and financial statements.
Keynote speakers for the conference include David Cotton (chairman of Cotton & Company L.L.P., Certified Public Accountants), Sandra Quince (Global Diversity and Inclusion, Senior Vice President for Bank of America) and H.E. “Gene” Rainbolt (Chairman Emeritus of BancFirst Corp.).
Conference sessions will cover new and developing legislation, legal compliance, charitable giving, financial oversight, and Oklahoma policy and advocacy, as well as new trends in cultural competency, cyber security and more.
The conference features local and regionally recognized experts from private foundations, public charities, law, finance and government to illuminate the latest legal, tax and governance issues affecting nonprofit organizations.
As the perfect overview for new entrants and seasoned practitioners in the field, this conference is designed for lawyers and CPAs who have nonprofit clients, as well as nonprofit executives looking to gain insight into legal and financial best practices. The setting allows for optimal networking among this growing sector.
For more information on the 2019 Oklahoma Conference on Nonprofit Law & Finance call (405) 463-6886, ext. 218.
Organizations require both a clear board structure with deeply committed members if they are to truly prosper and be effective. Our board greatly appreciated our time with Jerry and OKCNP. It was quite eye opening and challenging.
You don’t know what you don’t know, and I wanted to learn in the right environment with the Nonprofit Management Certification Program. I didn't want to have that oh gosh we've got a problem environment.
Membership in the Oklahoma Center for Nonprofits has been an incredible investment into our own organization. Having an advocate in our corner who knows the nonprofit sector allows us to know that we can move forward with confidence.
"[OKCNP's Shared Financial Services] has been a tremendous service that I honestly don’t know how we could have afforded it if it wasn’t for the Oklahoma Center for Nonprofits."
Membership to OKCNP has been a great investment for our organization! Among my favorite membership perks include real relationships with nonprofit professionals both on the OKCNP staff and with other nonprofit organizations around the state. When you need advice, it’s comforting to know you’re not alone and to be connected with such a rich community of knowledgeable people.
We’re a brand new foundation starting from scratch. We’re learning a lot of things. I’m sitting in here with a class of people who’ve been doing this for a long time. So, we’re drinking from a fire hose and having a good time.
“Through the Shared Financial Services we are able to have services of a CPA to help us manage our federal grants because we do not have enough money in our budget for a full time accountant, so partnering with OKCNP allows us to have the best of both worlds -- to have an accountant to meet our needs, and also to free my time up to do more things."
OKCNP provides excellent, world-class training opportunities, and recently provided excellent strategic planning assistance to us, all with a significant member discount. The Oklahoma Center for Nonprofits is a great resource!
OKCNP is on top of state and local legislation, trends and concerns, and they are a trusted advocate and resource for our agency at the Capitol.
I cannot begin to express the insight and knowledge I gained from the OKCNP’s Leaders Circle. Lead by expert advisers, the value I gained came from the cross-feed of knowledge, experience, and real situations from each of the leaders in our group. This was a small intimate setting that allowed for relationships to evolve so we felt comfortable sharing about any situation we may have been dealing with. It was a great learning experience.
A block of rooms has been set aside for conference attendees at the SpringHill Suites Bricktown at the special conference rate of $119/night plus tax.
Please call Marriott Reservations at 1 (888) 236-2427 or (405) 601-6206 on or before the Cut-off Date of February 27, 2019 to make sleeping room reservations. Guests should identify themselves as part of the Law & Finance Conference group staying at the SpringHill Suites Bricktown, located at 600 East Sheridan, Oklahoma City, OK 73104.
If you need a block of sleeping rooms (more than 5), please contact Conference Coordinator Tessa Traxler at email@example.com
Tentative Conference Schedule
Day 1 – Thursday, March 14, 2019
7:30 – 9:00 a.m. – Registration/Continental Breakfast (North Foyer)
9:00 a.m. – Welcome and Opening Remarks (McLaughlin Hall)
Marnie Taylor – Executive Director/CEO, Oklahoma Center for Nonprofits
Craig Knutson – President of the Board, Oklahoma Center for Nonprofits
Jim Roth – Dean, Oklahoma City College of Law
The Honorable David Holt – Mayor of Oklahoma City
9:30 – 10:30 a.m. – Morning Keynote
Fraud in Nonprofits, David Cotton (McLaughlin Hall)
10:30 – 10:45 a.m. – Travel Break
10:45 – 11:45 a.m. – Breakout Session I
Tax Cuts and Jobs Act: An Update on the Impact on NP, Lackey & Fogle, Hogan/Taylor (Room 501)
Cannabis in the Workplace, Dara Wanzer, JD, BancFirst (Room 502)
Legal Crisis Management, Hugh Robert, Sherwood, McCormick & Robert (Room 503)
Changes in Foundation Endowment Trusts, Office of OK Attorney General (Room 504)
What You Should Know to Advise/Counsel, Jeri Holmes, JD, Nonprofit Solutions (Room 510)
Noon – 1:00 p.m. – Luncheon Keynote
Why DI&E is worth investing in for NP and Funders, Sandra Quince (McLaughlin Hall)
1:15 – 2:15 p.m. – Breakout Session II
GAAP Accounting Changes, Jack Murray & Richard Wright, Hogan/Taylor (Room 501)
Cyber Security, John Hale, PhD, Tandy Professor at University of Tulsa (Room 502)
Copyright Infringement, Doug Sorocco, JD, Dunlap Codding (Room 503)
A How To for Planned Giving, Ginny Bass Carl (Room 504)
What CEOs and Board Chairs Value About Their Relationship, Marnie Taylor (Room 510)
2:15 – 2:30 p.m. – Travel Break
2:30 – 3:30 p.m. – Breakout Session III
TBD, Commerce Bank (Room 501)
Governance and Diversity, Linda Jenkins, Jenkins Consulting (Room 502)
TBD, TBD (Room 503)
Dual Investing: Donor Advised Funds, Randy Macon, COO, Communities Fdtn (Room 504)
TBD, Trust Company of Oklahoma (Room 510)
3:30 – 3:45 p.m. – Travel Break
3:45 – 4:45 p.m. – Breakout Session IV
Trustee Directed Policy, Frank Merrick, CFO, Foundation Management, Inc. (Room 501)
TBD, Casey Ross, OCU General Counsel (Room 502)
Taw Law & What Nonprofits Need to Charge, Director Tony Mastin, OTC (Room 503)
Impact Investing, Ed Long, Cross Sector Innovations (Room 504)
Corporate Philanthropy, Jessica Gilmore, Express Employment Professionals (Room 510)
5:00 – 6:00 p.m. – Reception (McLaughlin Hall)
Day 2 – Friday, March 15, 2019
7:30 – 8:00 a.m. – Registration/Continental Breakfast (North Foyer)
8:00 – 9:00 a.m. – Morning Plenary
TBD, TBD (McLaughlin Hall)
9:15 – 10:15 a.m. – Breakout Session V
New Market Tax Credits, McAfee & Taft (Room 501)
Implicit Bias, Tahira Taqi, Schnake/Turnbow (Room 502)
Anatomy of a Whistleblower, Amy Schillings, Feed the Children (Room 503)
TBD, TBD (Room 504)
990 Red Flags, Shawn Loader, BKD CPAs & Advisors (Room 510)
10:15 – 10:30 a.m. – Travel Break
10:30 – 11:30 a.m. – Breakout Session VI
High Net Worth Philanthropy Trends, Ramsay Slugg, US Trust (Room 501)
Risks and Rewards of Social Media, Christine Cave, Esq, ELRC (Room 502)
Revenue Recognition, Robyn DeVore, BKD CPAs & Advisors (Room 503)
Nonprofit Reporting, LaDonna Sinning, Arledge & Associates (Room 504)
Explanation of Fiscal Scholarships, Teresa Rose (Room 510)
Noon – 1:00 p.m. – Luncheon Keynote
H.E. “Gene” Rainbolt (McLaughlin Hall)
1:00 – 1:30 p.m. – Close out and Adjourn
Marnie Taylor, Oklahoma Center for Nonprofits (McLaughlin Hall)