21 March 2017

2017 ACR Summit For Leaders

Join us on March 21 in Washington, D.C. at the 2017 ACR Summit for Leaders – which will be held as part of Foundations on the Hill –  to learn what we can do to protect private giving and educate lawmakers about the critical role of charitable organizations. Session descriptions for the ACR Summit are below.

Registration: To register for the ACR Summit, along with other events at Foundations on the Hill, click here. The ACR Summit is free of charge.

March 21, 2017
8:15 a.m. – 11:45 a.m.
Breakfast to be served at 7:45 a.m.
**Liaison Hotel, Metropolitan Ballroom, Main Level
415 New Jersey Avenue, NW
Washington, D.C. 20001
**Due to high registration, the ACR Summit for Leaders has been moved to the Liaison Hotel, which is directly across the street from the Hyatt Regency.

Welcome and Overview
8:15 a.m.

  • Dave Biemesderfer, President & CEO, Forum of Regional Assocations of Grantmakers
  • Vikki Spruill, President & CEO, Council on Foundations
  • Adam Meyerson, President, The Philanthropy Roundtable

The Wildly Popular Congressional Staff Panel
8:20 a.m. – 9:30 a.m.

Republicans may control Congress and the White House, but that doesn’t mean it’s all smooth sailing.  It also doesn’t mean Democrats are wallowing in the background. As for Republicans, both Speaker Ryan and Chairman Brady – along with Senate Finance Committee Chairman Orrin Hatch (R-UT) – have been clear that tax reform is a top priority, and the House is feverishly working on legislative language to flesh out their outline for tax reform, known as the House Blueprint.  Chairman Hatch committed to drafting the Senate’s version that could look very different from the House’s.  We will hear an “insiders” perspective from congressional staff on what lies ahead and how our sector can inform the debate.

  • Christopher Arneson, Tax Policy Advisor, Senate Finance Committee Democratic Staff
  • Preston Rutledge , Tax Counsel, Senate Finance Committee Republican Staff
  • Paul Poteet, Managing Director, Glover Park Group (moderator)

*Please note: The congressional panel will be off the record.

A Peek Into the White House
9:30 a.m. – 10:15 a.m.

In the new Administration with a long list of policy goals – including replacing the Affordable Care Act, overhauling the tax code, implementing a broad infrastructure package and more – the President relies on a group of policy advisors in the White House’s Domestic Policy Council (DPC) and the National Economic Council (NEC).  The DPC staff advises the President on all domestic policy decisions, excluding economic issues while the NEC advises the President on economic issues, including tax reform.  Once White House policy is developed, it is advanced by the staff in the White House Office of Legislative Affairs.  This is the office that will work to shepherd through President Trump’s agenda on Capitol Hill.  The administration’s legislative affairs director will join us to discuss the President’s domestic policy priorities and their intersection with the nonprofit sector.

  • Marc Short, Legislative Affairs Director, The White House

*Please note: This panel will be off the record.

10:15 a.m. – 10:30 a.m.

A New IRS and the Tax-Exempt Sector
10:30 a.m. – 11:15 a.m.

The House Blueprint, as it’s called, is the House of Representatives broad brush outline of their plans for tax reform.  There’s a lot to focus on, but one section has gotten little notice.  Titled “A New IRS for the 21st Century”, the section details “an integral element of this Blueprint will be to rebuild the IRS into a modern and efficient 21st century administrator of the nation’s tax system. The new IRS will have a streamlined structure aligned with the simpler and fairer tax system for families and individuals and businesses of all sizes.”  That’s curious enough.  But there’s no mention of the tax-exempt sector and where we fit, or don’t, in this new structure.  Our panelists will address the issues this new IRS poses for the sector and how our sector can inform this process.

  • Harold Hancock, Tax Counsel, House Ways and Means Committee
  • Marc Owens, Partner, Loeb & Loeb; former director of IRS Exempt Organizations Division
  • Jorge Castro, Founder and Principal, Castro Strategies; former Counselor to the IRS Commissioner and congressional tax counsel (moderator)

Roadmap for Action
11:15 a.m. – 11:45 a.m.

The stakes couldn’t be higher this year for the charitable sector.  So growing  and maintaining relationships with your Senators, Representatives and their staff in DC and back home is essential to defending, and advancing, the sector’s legislative interests.  In this session we’ll offer you an annual plan — a one-year Roadmap for Action — for connecting with your lawmakers in DC and back home to ensure you remain  top-of-mind.  We’ll also offer you resources to help you execute your Roadmap to Action.

  • Sandra Swirski, Executive Director, The Alliance for Charitable Reform
  • Sara Barba, Senior Government Relations Associate, Urban Swirski and Associates