Speaking Engagements

  • “Case Study: PRIME Coalition,” Council on Foundations 2016 Endowments and Finance Summit (September 28, 2016)

  • "Putting Philanthropic Capital to Work," Catalyzing Climate Innovation with Charitable and Impact Investment, PRIME Coalition/NYSERDA Conference (September 19, 2016)

  • “Brave New World: Impact Investing," APIC 2016 Annual Conference (June 14-17, 2016)

  • “IPOs and Similar Successful Exits: Balancing Impact and Growth,” Impact Investing Legal Working Group (May 19-20, 2016)

  • “Fundamentals of Impact Investing,” Mission Investors Exchange 2016 National Conference: Seizing the Momentum (May 10, 2016)

  • “Fundamentals of Impact Investing,” Mission Investors Exchange Trustee’s Forum (May 9, 2016)

  • “Legal Update: New Regulations for Program-Related Investments,” Mission Investors Exchange COF Policy Webinar (May 5, 2016)

  • “Understanding PRI Requirements,” Georgetown Law Continuing Legal Education 33rd Annual Representing and Managing Tax-Exempt Organizations (April 27, 2016)

  • “Nonprofit Crisis Communication: The Good, the Bad, and the Ugly,” The 2016 Washington Nonprofit Legal & Tax Conference (March 18, 2016)

  • “The Making of a Mission-Related Investment,” The Global Impact Investing Network Webinar (March 17, 2016)

  • “New and Existing Corporate Forms for Impact Entities,” Social Enterprise Law Series: So You Want to Have an Impact? (March 7, 2016)

  • “Advocacy,” UT Law Continuing Legal Education Conference 33rd Annual Nonprofit Organizations Institute (January 14, 2016) Planning Committee Co-Chair

  • “On the Frontier of Impact Investing: Thinking About Structure, Impact and Exit,” American Law Institute Continuing Legal Education, Tax Exempt Organizations 2015: An Advanced Course (November 12, 2015)

  • “Program Related Investments,” Council on Foundations’ 2015 Endowments and Financial Services Summit (November 5, 2015)

  • “Impact Investing and Private Foundations: New Guidance and its Implications for the Field,” Mission Investors Exchange Webinar (September 29, 2015)

  • “Legal Issues in Impact Investing: At Home and Abroad,” Impact Investing Legal Working Group (May 11, 2015)

  • “Energy Crisis? Climate Change? The Future of Exempt Organizations Focused on Energy and the Environment,” American Bar Association (May 2015)

  • “Pay for Success Transactions and Charitable Organizations,” Georgetown Law Continuing Legal Education 32nd Annual Representing and Managing Tax-Exempt Organizations (April 24, 2015)

  • “Anatomy of a Program Related Investment,” American Law Institute Continuing Legal Education (November 13-14, 2014)

  • “Mission Investing: Overcoming Resistance and Getting Started,” National Center for Family Philanthropy Webinar (October 9, 2014)

  • “Mergers and Acquisitions in the EO World,” Georgetown Law Continuing Legal Education 31st Annual Representing and Managing Tax-Exempt Organizations (April 24, 2014)

  • “Is Mission Investing for You?,” Council of Michigan Foundations Webinar (January 28, 2014)

  • Presiding Officer, UT Law Continuing Legal Education Conference 31st Annual Nonprofit Organizations Institute (January 16, 2014) Planning Committee Co-Chair

  • “Legal Update: New Legal Developments in 2013,” AICPA National Governmental and Not-for-Profit Training Program 2013 (October 22-23, 2013)

  • “Program (and Mission) Related Investments: Legal Concepts, Structure & Documentation,” Mission Investors Exchange (September 10, 2013)

  • “Understanding Complex Nonprofit/For-Profit Structuring,” Georgetown Law Continuing Legal Education 30th Annual Representing and Managing Tax-Exempt Organizations (April 25, 2013)

  • “Program Related Investments,” University of Texas School of Law Nonprofit Organizations Institute (January 17, 2013)

  • “Program-Related Investments and New Regulations,” UT Law Continuing Legal Education Conference 30th Annual Nonprofit Organizations Institute (January 16, 2013) Planning Committee Co-Chair

  • “The Exempt Organization Tax Review,” American Bar Association (January 24-26, 2013)

  • “Sophisticated Issues in Intermediate Sanctions,” American Law Institute CLE (October 18, 2012)

  • “Joint Ventures: Legal Framework,” The American Bar Association’s Section of Taxation’s Exempt Organizations Committee Meeting (May 11, 2012)

  • “Nonprofit Termination and Dissolution,” Georgetown Law Continuing Legal Education 29th Annual Representing and Managing Tax-Exempt Organizations (April 19, 2012)

  • “Why Do Charities Terminate?,” Georgetown Law Continuing Legal Education 29th Annual Representing and Managing Tax-Exempt Organizations (April 19, 2012)

  • “Joint Ventures with For-Profit Entities,” Georgetown Law Continuing Legal Education 28th Annual Representing and Managing Tax-Exempt Organizations (April 29, 2011)

  • “Joint Ventures with For-Profit Entities,” Georgetown Law Continuing Legal Education 27th Annual Representing and Managing Tax-Exempt Organizations (April 22, 2010)

  • “Charitable Investment Funds,” Georgetown Law Continuing Legal Education 26th Annual Representing and Managing Tax-Exempt Organizations (April 7, 2009)

  • “Structuring Program and Social Investments: Tax and Legal Aspects,” Georgetown Law Continuing Legal Education 25th Annual Representing and Managing Tax-Exempt Organizations (April 25, 2008)

  • “Economic Development and Microfinance,” Georgetown Law Continuing Legal Education 24th Annual Representing and Managing Tax-Exempt Organizations (April 27, 2007)

  •  “Private Operating Foundations Private Foundation Terminations,” Georgetown Law Continuing Legal Education 24th Annual Representing and Managing Tax-Exempt Organizations (April 25, 2007)

  • “Charities and Economic Development,” Georgetown Law Continuing Legal Education 23rd Annual Representing and Managing Tax-Exempt Organizations (April 27, 2006)

  • “Charitable Advocacy,” Georgetown Law Continuing Legal Education 22nd Annual Representing and Managing Tax-Exempt Organizations (April 28, 2005)