
2013 Charities Regulation Policy Conference
“Future of State Charities Regulation”
February 7-8, 2013
Columbia Law School
New York, New York
Papers solicited specifically for each session of this conference, as well as other substantive resources, are now available
Download a PDF version of the agenda here.
Wednesday, February 6, 2013
3:30pm - 5:30pm: [Regulators Only Meeting: Closed Session for all State Regulators]
Jerome Green Annex
--Dinner on Your Own--
Thursday, February 7, 2013
8:30am - 9:00am: Continental breakfast
9:00am - 9:30am: Welcome and Introductions
Cindy M. Lott, Senior Counsel, National State Attorney General Program, Columbia Law School
James E. Tierney, Director, National State Attorney General Program, Columbia Law School
Ellen P. Chapnick, Dean for Social Justice Initiatives, Columbia Law School
William H. Sorrell, Attorney General of Vermont
9:30am - 10:45am: Jurisdictional Boundaries: State/Federal, State/State Relationships
Mark A. Pacella, Chief Deputy Attorney General
Charitable Trusts and Organizations Section
Pennsylvania Office of Attorney General
Frances R. Hill, Professor of Law
University of Miami School of Law
James J. Fishman, Professor of Law
Pace University School of Law
Former Assistant Attorney General, New York
Evelyn Brody, Professor of Law
Chicago-Kent College of Law, Illinois Institute of Technology
Moderator: Ellen P. Chapnick, Dean for Social Justice Initiatives,
Columbia Law School
10:45am - 12:00pm: The Fundamental Role Of States In Governance Issues
Jason R. Lilien, Bureau Chief of the Charities Division
New York State Attorney General's
Karen Gano, Assistant Attorney General
Office of the Attorney General, Connecticut
Michael Peregrine, Partner
McDermott, Will & Emery
Linda Sugin, Professor of Law
Fordham University
Francie Ostrower, Professor
LBJ School of Public Affairs and College of Fine Arts
University of Texas- Austin
Moderator: Cindy M. Lott, Senior Counsel, National State Attorney General Program,
Columbia Law School
12:00pm - 12:20pm: Presentation by ROBERT COOPER, ATTORNEY GENERAL OF
TENNESSEE: “Deaccessioning and Donor Intent – Lessons Learned from Fisk’s
Stieglitz Collection”
12:20pm - 1:45pm: Emerging Issue:Political Activity/Advocacy By The Sector & The States'
Role [working lunch]
Richard Briffault, Joseph P. Chamberlain Professor of Legislation
Columbia Law School
Pat Read, Principal,
Pat Read Consulting
Tim Delaney, President & CEO
National Council of Nonprofits
Former Solicitor General and Chief Deputy Attorney General, Arizona
Anthony Johnstone, Assistant Professor
The University of Montana School of Law
Former Solicitor General, Montana
Moderator: James E. Tierney, Director, National State Attorney General Program,
Columbia Law School
1:45pm - 2:50pm: Transparency, Media And Technology: New Expectations, New
Opportunities
Hugh R. Jones, Supervising Deputy Attorney General
Tax Division, Office of the Attorney General, Hawaii
Rick Cohen, National Correspondent
Nonprofit Quarterly Magazine
Lucy Bernholz, Visiting Scholar,
Stanford Center on Philanthropy and Civil Society
Founder and President, Blueprint Research & Design, Inc.
Moderator: Michael Delaney, Attorney General of New Hampshire
2:50pm - 4:05pm: Emerging Issue:Challenges & Interests Of States In Social Mission/Hybrid
Organizations
Elizabeth Grant, Attorney-in-charge, Charitable Activities
Oregon Office of the Attorney General
David Edward Spenard, Assistant Attorney General
Office of the Attorney General, Kentucky
Robert A. Wexler, Principal
Adler & Colvin
Dana Brakman Reiser, Professor of Law
Brooklyn Law School
Moderator: John Tyler, General Counsel, Secretary, and Chief Ethics Officer
Kauffman Foundation
[BREAK]
4:20pm - 5:35pm: Mapping The Trajectory: The Changing Role Of The State Regulators
Scott Harshbarger, Senior Counsel
Proskauer Rose LLP
Former Massachusetts Attorney General
Marion R. Fremont-Smith, Adjunct Lecturer & Senior Research Fellow
Hauser Center for Nonprofit Organizations
John F. Kennedy School of Government
Former Assistant Attorney General and Director, Division of Public Charities, Massachusetts
Belinda Johns, Senior Assistant Attorney General
California Attorney General’s Office
Charitable Trusts Section
Karin Kunstler-Goldman, Assistant Attorney General
New York Attorney General’s Office
Section Chief, Charities Bureau
Moderator: Cindy M. Lott, Senior Counsel, National State Attorney General Program,
Columbia Law School
6:00pm - 7:30pm: Reception For All Conference Speakers And Attendees
Columbia Law School, Faculty House
Friday, February 8, 2013
8:30am - 9:00am: Continental Breakfast
9:00am - 9:15am: Welcome and Introductions
Cindy M. Lott, Senior Counsel, National State Attorney General Program,
Columbia Law School
9:15am - 10:30am: Emerging Issue: State Jurisdiction Over Religious Organizations
William P. Marshall, Professor of Law
University of North Carolina School of Law
Former Deputy White House Counsel and Deputy Assistant to President of the United States
Former Solicitor General of Ohio
Lloyd Hitoshi Mayer, Associate Dean for Academic Affairs and Professor of Law University of Notre Dame Law School
Mark E. Chopko, Chair, Nonprofit & Religious Organizations, Stradley Ronon Stevens & Young, LLP
Substitute Moderator: Anthony Johnstone, Assistant Professor
The University of Montana School of Law
Solicitor General, Montana
Scheduled Moderator: Scott Harshbarger, Senior Counsel
Proskauer Rose LLP
Former Massachusetts Attorney General
10:30am - 11:50pm: Emerging Issue: Changing Landscape Of Charitable Solicitation
Robert Carlson, Assistant Attorney General
Missouri Attorney General's Office
Robert Carter, Chairman
Association of Fundraising Professionals
Putnam Barber, Project Associate
Center on Nonprofits and Philanthropy, The Urban Institute
Visiting Lecturer, University of Washington Evans School of Public Affairs
Jim Manis, Founder and CEO
Mobile Giving Foundation
Substitute Moderator: Cindy M. Lott, Senior Counsel, National State Attorney General Program,
Columbia Law School
Scheduled Moderator: William H. Sorrell, Attorney General of Vermont
[BREAK]
12:00pm - 1:45pm: Emerging Issue: The Dynamic Role Of States In Nonprofit Healthcare [working lunch]
Mary Beckman, Chief of Non-Profit Organizations/Public Charities Division, Office of the Attorney General, Massachusetts
Eric Carriker, Assistant Attorney General
Non-Profit Organizations/Public Charities Division,
Office of The Attorney General, Massachusetts
David G. Spackman, General Counsel & Senior Vice President for Governmental Affairs
Lahey Health System
Former Chief, Non-Profit Organizations/Public Charities Division
Office of the Massachusetts Attorney General
Jill R. Horwitz, Professor of Law,
UCLA School of Law
Doug Mancino, Partner
Hunton & Williams LLP
Substitute Moderator: Cindy M. Lott, Senior Counsel, National State Attorney General Program,
Columbia Law School
Scheduled Moderator: Andrew Grossman, Principal
Grossman Heinz
1:50pm - 2:15pm: Federal Partners
M. Ruth M. Madrigal, Attorney Advisor
Office of Tax Policy
U.S. Department of Treasury
David Vladeck, Professor of Law,
Georgetown Law School
Former Director of the Bureau of Consumer Protection
Federal Trade Commission
Moderator: Cindy M. Lott, Senior Counsel, National State Attorney General Program,
Columbia Law School
2:15pm - 3:05pm: Envisioning The Future: New Structures
Marcus S. Owens, Member, Caplin & Drysdale
Former Director, Exempt Organizations Division of the Internal Revenue Service
Discussants:
Elizabeth Grant, Attorney-in-charge, Charitable Activities
Oregon Office of the Attorney General
Former Attorney, FTC
Lloyd Hitoshi Mayer, Associate Dean for Academic Affairs and Professor of Law University of Notre Dame Law School
Author of Regulating Charities in The 21st Century: An Institutional Choice Analysis
3:05pm - 3:30pm: Conference Final Comments, Discussion and Wrap Up
Cindy M. Lott, Senior Counsel, National State Attorney General Program,
Columbia Law School
---------- Conference Adjourns by 3:30pm ---------