
When more than 40 experts in the law of charitable nonprofit organizations gathered at UCLA School of Law toward the end of 2022, the early fall weather had not yet turned cool, and the warmth outdoors reflected the positive spirit of the occasion.
DUE TO HIGH INTEREST, THE CONFERENCE HAS HIT MAXIMUM CAPACITY AND REGISTRATION IS NOW CLOSED.
Sponsors
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Sponsors for The 27th annual Western Conference On Tax-Exempt Organizations
PLATINUM
Adler & Colvin
Seyfarth Shaw LLP
GOLD
Davis Wright Tremaine LLP
Deloitte
Green Hasson Janks
The Law Firm For Non-Profits
Loeb & Loeb LLP
NEO Law Group
Simpson Thatcher & Bartlett LLP
SingerLewak LLP
SILVER
California Community Foundation
Clark Nuber
Ernst & Young
Mill Law Center
Rodriguez Horii Choi & Cafferata LLP
Your Part-Time Controller
Withersworldwide*Conference sponsors as of 2.21.24
Where to Stay
The UCLA School of Law Lowell Milken Center for Philanthropy and Nonprofits has negotiated special conference rates at The Omni Hotel Downtown Los Angeles.
Omni Hotel Downtown Los Angeles
$219 per night ($25 Uber Credit per stay)
$50 parking per night
*1 mile from The California Endowment*
*Conference shuttle available for hotel guests to/from The California Endowment*
Planning Committee
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Co-Chairs
Ellen Aprill, Professor Emerita, Loyola Marymount School of Law
Jill Horwitz, Faculty Director, UCLA School of Law Lowell Milken Center for Philanthropy and Nonprofits
Rose Chan Loui, Executive Director, UCLA School of Law Lowell Milken Center for Philanthropy and Nonprofits
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Members
Michael Berry, Owner, Michael Berry, CPA
Terri Cammarano, Senior Vice President and General Counsel, Cedar-Sinai
Helen Cheng, Partner, Withersworldwide
Debra Heiskala, Partner - EY Americas Exempt Organization Tax Sevices Leader, Ernst & Young
Ofer Lion, Partner, Seyfarth Shaw LLP
Douglas Mancino, Partner, Seyfarth Shaw LLP
Karl Mill, Founding Attorney, Mill Law Center
Ingrid Mittermaeir, Principal, Adler & Colvin
Gene Takagi, Principal, NEO Law Group
LaVerne Woods, Partner - Chair, Tax-Exempt Organizations Practice, Davis Wright Tremaine LLP
Schedule
DAY 1: Thursday, February 29, 2024
7:30-8:30 am
Breakfast and Check-In
8:30-8:45 am
Day 1 Welcome
- Ellen P. Aprill, Professor Emerita, LMU Loyola Law School
- Brietta R. Clark, Dean, LMU Loyola Law School
- Michael Waterstone, Dean, UCLA School of Law
8:45-10:15 am
The Latest from Washington
- Lynne Camillo, Deputy Associate Chief Counsel, IRS Office of Chief Counsel
- Christopher Hyde, Attorney, IRS Office of Chief Counsel
- Amber MacKenzie, Attorney Advisor, U.S. Department of the Treasury
- Alexander Reid, Partner, BakerHostetler
- Moderator: Ellen P. Aprill, Professor Emerita, LMU Loyola Law School
10:15-11:50 am
Gifts of Businesses: Failing to Plan Is Planning to Fail
- Reynolds Cafferata, Partner, Rodriguez Horii Choi & Cafferata
- David Shevlin, Partner, Simpson Thacher & Bartlett
- Robert Wexler, Principal, Adler & Colvin
- Moderator: Karl Mill, Founding Attorney, Mill Law Center
11:50 am-12:00 pm
Break
12:00-1:00 pm
Power Hour
- Ofer Lion, Attorney, Seyfarth Shaw LLP
- Jean Tom, Partner, Davis Wright Tremaine LLP
- Moderator: Helen Cheng, Partner, Withersworldwide
1:00-2:30 pm
Luncheon Talk: Can Nonprofits Save Journalism?
- Meghan Biss, Member, Caplin & Drysdale
- In conversation with Kai Ryssdal, Radio Host, National Public Radio
- Introductions: Rose Chan Loui, Executive Director, Lowell Milken Center for Philanthropy and Nonprofits, UCLA School of Law
2:30-3:30 pm
Watt’s Up with Energy Credits
- Ruth Madrigal, Principal, KPMG LLP
- Amber MacKenzie, Attorney Advisor, U.S. Department of the Treasury
- Moderator: Gene Takagi, Principal, NEO Law Group
3:30-4:30 pm
Every Number Counts – Nonprofit Accounting Update
- Nanaz Benyamini, Tax Partner, Singer Lewak
- Tonetta Conner, Managing Partner, Harrington Group
- Donella Wilson, Partner, GHJ
- Moderator: Debi Heiskala, Partner, EY Americas
4:30-5:45 pm
Take-Aways from Recent Supreme Court Decisions
- Roger Colinvaux, Professor of Law, Catholic University of America School of Law, currently visiting at George Washington School of Law
- Kimberly Eney, Partner, Loeb & Loeb
- Miguel Santana, California Community Foundation
- Moderator: LaVerne Woods, Partner, Davis Wright Tremaine LLP
5:45-6:30 pm
Reception
Topics to be covered on day one include:
Federal Government Update, Gifts of Businesses, A Power Hour on Nonprofit Topics, Luncheon Keynote: "Can Nonprofits Save Journalism?", Energy Credits, Accounting Update, Implications of Recent Supreme Court Decisions.
DAY 2: Friday, March 1, 2024
7:30-8:30 am
Breakfast and Check-In
8:30-8:35 am
Day 2 Welcome
- Jill Horwitz, Professor of Law, UCLA School of Law
8:35-9:50 am
Good Governance When the Board Is in Discord
- Rosemary Fei, Principal, Adler & Colvin
- Elizabeth Kim, Senior Assistant Attorney General, California Department of Justice, Office of the Attorney General
- Jeffrey Margulies, Partner-in-Charge, Norton Rose Fullbright
- Moderator: Jill Horwitz, Professor of Law, UCLA School of Law
9:50-10:00 am
Break
10:00-11:00 am
Breakout Sessions:
Paying What They’re Worth – Current Trends in Compensation
- Diara Holmes, Partner, Loeb & Loeb
- Thomas Schroeder, Partner, Davis Wright & Tremaine
- Moderator: Terri Cammarano, Chief Legal Officer, Cedars-Sinai
Breaking News for Private Foundations
- Lizbeth Nevarez, Managing Director, GHJ
- Jane Searing, Managing Director, Deloitte Tax LLP
- Moderator: Michael Berry, Owner, Michael Berry CPA
Nonprofits with a Global Reach
- Rose Chan Loui, Executive Director, Lowell Milken Center for Philanthropy and Nonprofits, UCLA School of Law
- Catherine Livingston, Chief Legal Officer, American Institutes for Research
- Moderator: Ingrid Mittermaier, Principal, Adler & Colvin
11:00-11:10 am
Break
11:10 am-12:15 pm
Advocacy in an Election Year
- Joseph Guardarrama, Attorney, Kaufman Legal Group
- Nona Randois, General Counsel, Alliance for Justice
- Moderator: Ellen P. Aprill, Professor Emerita, LMU Loyola Law School
Topics to be covered on day two include:
Governance Issues, Breakout Groups on Hot Topics in Compensation, Private Foundations, and International, Advocacy in an Election Year.
*Transportation to and from The California Endowment will be available at the beginning and end of each day for participants staying at the Omni Hotel. Parking at the California Endowment is free.
MCLE
UCLA School of Law is a State Bar of California approved MCLE provider. 7.25 hours of MCLE is available for Thursday and 3.25 hours of MCLE for Friday with verified sign-in for the duration of the conference. Please sign in daily for attendance verification.
For more information and to register, please visit the Western Conference on Tax-Exempt Organizations
conference page.
In this presentation of a series on Nonprofit Careers, we feature the Generals Counsel of three arts and culture nonprofit organizations. Moderator Rose Chan Loui, Director of the Program on Philanthropy & Nonprofits, will discuss with the panelists the types of legal issues that arise at their respective organizations, their varied career paths, and how you can prepare yourself for a possible career in nonprofit arts and culture.
Event information:
RSVP form: click HERE
Date: Wednesday, October 4, 2023
Time: 12:00 PM - 1:15 PM
Location: Law Room 1430
Deadline to RSVP for lunch: Wednesday, September 27, 2023
*Lunch will be provided, please bring your own beverage.
*For questions about this event, please contact nonprofits@law.ucla.edu.
Please RSVP by 2pm on Friday, Sept 8. Due to space limitations, the Ziffren Institute will randomly select 55 students from the RSVP list (with the rest on a waitlist) and will send out an email to all the students who registered for this event on 9/8 at 3pm to inform them of their admission status.
Date: Tues. September 12, 2023
Time: 12:10-1:30pmLocation: Law Room 1337
RSVP Link: https://forms.gle/LQaEb5Xmp5uYG3VV9
This meetup is for all UCLA students interested in participating in the 2023-2024 competition for the Lowell Milken Institute-Sandler Prize for New Entrepreneurs.
Learn more about the $50,000 competition, meet entrepreneurs and potential team members, and get students to join your team by pitching your venture idea.
This is an opportunity to form teams with students from other schools at UCLA to compete for the $50,000 in prizes! A reception following the event will be held at the UCLA School of Law’s Shapiro Courtyard.
This event is sponsored by Lowell Milken Institute for Business Law and Policy and UCLA School of Law. It is a private event, open to all current UCLA students. For questions about the competition, please email LMISandlerPrize@law.ucla.edu.
Join us for a lunch talk with O'Melveny Partner Dan Wu!
Register on MyLaw. This is a private event open to UCLA School of law students, faculty and staff.
Please note that lunch is not guaranteed for any RSVPs received after Tuesday, September 5 at 5:00 pm.