Instructor: Minnesota State Bar Association Continuing Legal Education Course, Understanding and Advising Nonprofit Organizations, "Federal Oversight of Nonprofit Corporations," March 2008.

Presenter: "Update on NPO Issues," 2007 New York State Society of CPAs Exempt Organization Conference, New York, NY, December 2007.

Presenter: "Form 990 Revision Project Panel Discussion," 2007 New York State Society of CPAs Exempt Organization Conference, New York, NY, December 2007.

Presenter: "IRS Update," 27th Annual MNCPA Not-for-Profit Conference, Brooklyn Center, MN, October 2007.

Presenter: "Form 990 Update," 17th Annual MNCPA Audits of Lawful Gambling Conference, Brooklyn Center, MN, September 2007.

Presenter: "Form 990 Must-Do's: The More Things Change the More They Stay the Same," Council on Foundations, 2007 Fall Conference for Community Foundations, September 2007.

Presenter: "Annual Exempt Organization Tax Update," 2007 AICPA National Not for Profit Conference, June 2007.

Presenter: Minnesota State Bar Association Continuing Legal Education Course, Understanding and Advising Nonprofit Organizations, "Federal Oversight of Nonprofit Corporations," March 2007.

Presenter: "Not-for-Profit Exempt Organizations Update: Key Changes in 2006," Massachusetts Society of Certified Public Accounts, Annual Not for Profit Conference, January 2007.

Presenter: "IRS Form 990: Ensuring Compliance, Accountability and Transparency," Council on Foundations, 2006 Fall Conference for Community Foundations, September, 2006.

Presenter: "Advance Tax for Tax Exempts – The Continuing Saga," Parts I & II, North Carolina Association of CPAs and North Carolina Center for Nonprofits, 2006 Not-For-Profit Accounting Conference, May 2006.

Presenter: Minnesota State Bar Association Continuing Legal Education Course, Understanding and Advising Nonprofit Organizations, "Federal Oversight of Nonprofit Corporations," March 2006.

Presenter: "New Emphasis on Form 990 Disclosures," Massachusetts Society of Certified Public Accountants, Not-For-Profit Conference, January 2006.

Presenter: Minnesota State Bar Association Continuing Legal Education & Tax Section, 65th Annual Tax Institute, "Current Law and Climate Regarding Exempt Organization Disclosure of Executive Compensation," November 2005.

Presenter: American Bar Association Section of Taxation & Center for Continuing Legal Education, "Preparing the New IRS Application for Tax Exemption Under Section 501(c)(3)," October 2005.

Presenter: District of Columbia Bar Association Continuing Legal Education Program, The Essentials of Representing Non-Profits: Tax and Election Law for Public Policy: "IRS Form 990 for Advocacy Organizations," October 2005.

Presenter: "Reporting Gaming Revenues of Forms 990 and 990-T," Minnesota Society of CPA's Lawful Gambling Conference, September 2005.

Presenter: "Tax Workshop on Form 990" (5 CPE credits), preceding 13th Annual AICPA Not-for-Profit Industry Conference, Washington, D.C., June 2005.

Presenter: "Current Climate and Developments in Taxation of Exempt Organizations," 13th Annual AICPA Not-For-Profit Industry Conference, Washington D.C., June 2005.

Chapter Author/Instructor: Minnesota State Bar Association Continuing Legal Education Course, Understanding & Advising Nonprofit Organizations: "The New World of IRS Form 1023," March 2005.

Presenter: "How High Will Exempt Organizations Be Required to Jump?," Foundation for Accounting Education of the New York Society of CPA's Exempt Organizations Conference, December 2004.

Presenter: "Expanding Coalition and Collaborative Efforts Effectively," AICPA Not-For-Profit Financial Executive Forum, November 2004.

Presenter: "Staying out of the Clink – The Sheriff's Back in Town," Minnesota Society of CPA's Lawful Gambling Conference, September 2004.

Presenter: "Current Climate and Developments in Taxation of Exempt Organizations" and "Tax: Ask the Experts," 12th Annual AICPA Not-For-Profit Industry Conference, Washington D.C., June 2004.

Presenter: Minnesota State Bar Association Continuing Legal Education Course, Understanding & Advising Nonprofit Organizations: "Practice Pointers Regarding the IRS' New Approach to Exempt Organizations," March 2004.

Presenter: "Tax Update for the Nonprofit/Exempt Organization Sector" and "A Real World Perspective on Managing Conflicts of Interest," New Jersey Society of CPA's Nonprofit Conference, December 2003.

Presenter: "Expanding Coalition and Collaborative Efforts Effectively," AICPA Not-For-Profit Financial Executive Forum, November 2003.

Presenter: “Exempt Organizations Tax Update – A Realist’s Perspective”, Minnesota Society of CPA’s 49th Annual Tax Conference, November 2003.

Presenter:  “Tax and Regulatory Global Warming”, Minnesota Society of CPA’s 23rd Annual Not-for-Profit Conference, October 2003.

Presenter:  “A Real World Perspective on Managing Conflicts of Interest”, “Exempt Organizations ‘Owning’ For-Profits”, and “Navigating the Federal Tax Law Limits of Lobbying”, Iowa Society of CPA’s Exempt Organizations Conference, October 2003.

Chapter Author/Instructor:  Minnesota State Bar Association Continuing Legal Education  Course, Charitable (“Lawful”) Gambling: “Pitfalls for Tax-Exempt Organizations”, October 2003.

Presenter:  “Tax Considerations of Private Foundations”, 2003 RSM McGladrey Annual Tax Conference, May 2003.

Presenter:  “Exempt Organizations Tax Climate and Updates – The Latest Developments ”, “Tax Considerations for Private Foundations”, and “Embezzlement, Conflict of Interest, Newspaper Reporters, and Bylaw Wars”, New Jersey Society of CPA’s Nonprofit Conference, December 2002.

Presenter: “The Low-Down on Lobbying”, Minnesota Society of CPA’s 22nd  Annual Not-for-Profit Conference, October 2002.

Presenter: “The Form 990 as an Investigatory Tool”, National Association of Attorneys General/National Association of State Charitable Officials 2002 Charitable Trust and Charitable Solicitations Seminar, October 2002.

Presenter: “Application of UBIT Principles I” and “Application of UBIT Principles II” Association of College and University Auditors 46th Annual Conference, September 2002.

Presenter: “Gambling with One’s Tax-Exempt Status”, Minnesota Society of CPA’s 12th Annual Gambling Conference, September 2002.

Instructor: "Planning for Form 990", half day workshop (4 CPE credits), preceding Tenth Annual AICPA Not-for-Profit Industry Conference, Washington, D.C., June 2002.

Facilitator: "Tax -- Ask the Experts", Tenth Annual AICPA Not-for-Profit Industry Conference, Washington, D.C., June 2002.

Presenter: "Basic 990 Issues", Not-for-Profit Conference co-Sponsored by the North Carolina Association of CPAs and the North Carolina Center for Nonprofits, June 2002.

Presenter: "Mismanagement of 'Conflict of Interest' in the World of Nonprofit Charitable Corporations", Minnesota Society of CPA's 8^th Annual Management and Business Advisers Conference, May 2002.

Chapter Author/Instructor: Minnesota State Bar Association Continuing Legal Education Course, Understanding & Advising Nonprofit Organizations: "Conflicts of Interest", April 2002.

Chapter Author/Instructor: Minnesota Institute of Legal Education Course, Nonprofit and Tax Exempt Organizations: "Education or Advocacy? Voter Education or Electioneering?", March 2002.

Presenter: "'Linked' Tax-Exempt Organizations", and "Compensation, Conflict of Interest and Insider Transactions", Indiana CPA Society, Indiana Tax Institute, December 2001.

Presenter: "Tax Considerations of Private Foundations", 2001 McGladrey & Pullen, LLP Annual Tax Conference, November 2001.

Presenter: "How to Make This Annual Update Session Apply To You - Using Tax and Legal Professionals Appropriately", Minnesota Society of CPA's Not-for-Profit Organizations Conference, October 2001.

Presenter: "Annual EO Tax Update", Arizona Society of CPA's Annual Not-for-Profit Conference, October 2001.

Presenter: "The Climate of Practice for Nonprofit Advocacy", Co-sponsored by Alliance for Justice and (March 2001) American University, Washington, D.C.; and (October 2001) Stedman Law School, Southern Methodist University.

Presenter: "IRS Audits, Embezzlement, and By-laws Wars", Minnesota Society of CPA's Conference on Lawful Gambling, September 2001.

Facilitator: "Tax -- Ask the Experts", Ninth Annual AICPA Not-for-Profit Industry Conference, June 2001.

Presenter: "Form 990 Support Test for §501(c)(3)s" and "Non-Tax Perspective on UBIT", Co-Sponsored by the North Carolina Association of CPAs and the North Carolina Center for Nonprofits, Not-for-Profit Conference, May 2001.

Panel Facilitator and Moderator:  "Revamping the Application process:  Recommendations for Changes in Forms 1023 and 1024", ABA Section of Taxation's Annual Washington Meeting, Committee on Exempt Organizations, May 2001.

Chapter Author/Instructor:  Minnesota State Bar Association Continuing Legal Education Course, Understanding & Advising Nonprofit Organizations: "Public Disclosure of Tax Exempt Entities' IRS Filings", April 2001.

Presenter:  "Developing a Practice in Nonprofit Advocacy", Co-sponsored by Alliance for Justice and American University Washington College of Law, March 2001.

Presenter:  "Strategic Thinking about Form 990 " and "Intermediate Sanctions Overview", New Jersey Society of CPA's Nonprofit Conference, November 2000.

Presenter:  "Exempt Organization Tax Update", Minnesota Society of CPA's Annual Tax Conference, October 2000.

Presenter:  "Critical Thinking and Tax Disclosure", Arizona Society of CPA's Annual Not-for-Profit Conference, October 2000.

Presenter:  "Do's and Don'ts of Starting a Private Foundation", Northwest Tax Institute (Lake Tahoe), October 2000.

Presenter:  "Critical Thinking and Tax Disclosure", Minnesota Society of CPA's Not-for-Profit Organizations Conference, October 2000.

Presenter:  "Federal Tax Update", Minnesota Society of CPA's Conference on Lawful Gambling, September 2000.

Panel Facilitator and Moderator:  "Tax -- Ask the Experts", Eighth Annual AICPA Not-for-Profit Industry Conference, June 2000.

Chapter Author/Instructor:  Minnesota State Bar Association Continuing Legal Education Course, Understanding & Advising Nonprofit Organizations: "Public Disclosure for Tax Exempt Entities", May 2000.

Presenter:  "IRS and Public Opinion are Looming - Be Careful How You Step!" and "Hot Legal Issues", New Jersey Society of CPA's Nonprofit Conference, January 2000.

Presenter:  "A Practical Approach to Intermediate Sanctions and Public Disclosure Rules", Georgia Society of CPA's Annual Tax Conference, Atlanta and Savannah locations, November/December 1999.

Presenter:  "A Practical Approach to Intermediate Sanctions and Public Disclosure Rules", Minnesota Society of CPA's Annual Tax Conference, November 1999.

Presenter:  "Obeying/Respecting Tax-Exemption Mandates", Arizona Society of CPA's Annual Not-for-Profit Conference, October 1999.

Presenter:  "Tax Mandates & Public Opinion - Be Careful How You Step!", Minnesota Society of CPA's Not-for-Profit Organizations Conference, October 1999.

Presenter:  "1999 IRS Developments", Minnesota Society of CPA's Conference on Lawful Gambling, September 1999.

Presenter:  "Advanced 990-T Allocations", Annual AICPA Not-for-Profit Industry Conference, June 1999.

Presenter:  "Taxation Update" and "Tax Accounting Update (Form 990)", Arizona Society of CPA's Annual Not-for-Profit Conference, October 1998.

Chapter Author/Instructor:  William Mitchell College of Law's Center for Law/Leadership Course: Charitable Estate Planning: "Overview of Planned Giving Options", October 1998.

Presenter:  "The Titanic Year of Tax Changes", Minnesota Society of CPA's Not-for-Profit Organizations Conference, October 1998.

Presenter:  "Tax Time for Nonprofits" and "999 Tax Challenges [of the Form 990]", Georgia Society of CPA's Nonprofit Conference, October 1998.

Presenter:  "Touring Through Taxes", Minnesota Society of CPA's Conference on Lawful Gambling, September 1998.

Chapter Author/Instructor:  Minnesota Institute for Legal Education Course, Gambling Law:  "Tax-Exempt Issues of Licensed Gambling Operations", March 1998.

Chapter Author/Instructor:  Minnesota Institute for Legal Education Course, Minnesota Nonprofit and Tax-Exempt Organizations:  "Federal Tax Issues", March 1998.

Workshop Author/Instructor:  "UBIT, Gaming, and (c)(3)s - New Developments", Minnesota Society of CPAs, February 1998.

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