Dates: November 19 & 20, 2009
Sheraton Los Angeles Downtown Hotel
Co-sponsored by Loyola Law School & Internal Revenue Service
Schedule
THURSDAY, NOVEMBER 19, 2009
7:30 – 8:25 a.m. Continental Breakfast
8:25 – 8:35 a.m. Welcome & Introductory Comments
Ellen P. Aprill
Douglas M. Mancino
8:35 –10:15 a.m Pacific Coast & Washington Update
Joan T. Hirsch
Sara Hall Ingram
10:15 – 10:45 a.m. California Attorney General Update
Belinda Johns
10:45 – 11:00 a.m. Break
11:00 – 12:15 pm. Supporting Organizations and Donor Advised Funds
Philip T. Hackney
David Wheeler Newman
12:15 – 1:30 Hosted Luncheon
Connie Collingsworth
1:30 – 3:00 Mergers, Liquidations, Reorganizations, and
Strategic Alliances
Lisa Runquist
LaVerne Woods
3:00 -3:15 Break
3:15-4:45 Legal Accounting and Financial Issues Triggered by
the Economic Down
Douglas M. Mancino
Nancy E. Shelmon
4:45-5:30 Civil and Criminal Penalties Affecting Exempt
Organizations
Michael Blumenfeld
Charles Rettig
Mark A. Weiner
Friday, November 20, 2009
7:30 – 8:25 am Continental Breakfast
8:30 am -8:35 am Introduction to the Day
Sharon L. Camarillo
Terri Wagner Cammarano
8:35-9:45 Current Developments Affecting Exempt
Organizations
Bruce R. Hopkins
9:45-10:00 Break
10:00- 11:30 Break-outs
A. Global Issues for Private Foundations and Public Charities
Betsy Adler
Jane Peebles
B. Licensing, Self-Generated Software and Other IP Issues
Mark Schieble
Sharon Zorbach
C. Charitable Giving Update
Carol Bradford
11:30 -1:00 Form 990 Developments
Jody Blazek
Stephen Clarke
1:00-2:15 Hosted lunch
(with State Bar EO committee)
2:15 – 3:30 Panel of Experts
Jody Blazek
Bruce R. Hopkins
Douglas M. Mancino
Times, topics and speakers subject to change