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2019 Unrelated Business Income Tax

February 27 - March 1 | Savannah


Having trouble getting your arms around the federal tax rules on unrelated business income (UBI)?  Our team of campus tax experts will teach you how to understand and apply the fundamental concepts of UBI as well as easily identify potential UBI-generating activities. Discover how to engage colleagues around campus in helping to limit your institution’s UBIT exposure and set up practical tools such as checklists and forms to streamline processes.

You’ll walk away with a better understanding of this often misunderstood, but critical area of tax compliance.

Questions regarding this program, please contact Alex Smith or call 202.861.2508.

Finance Workshop

What you will learn

  • Discover how to identify and manage UBIT and apply your knowledge in small group case studies
  • Discuss how to engage colleagues around campus to help limit your institution's exposure
  • Hear the latest IRS developments and interpretations on UBI matters

Who should attend

  • Assistant Controllers
  • Auxiliary Services Managers
  • Chief Business Officers
  • Chief Executive Officers
  • Controllers
  • Tax Counsel
  • Tax Managers
  • Tax Managers and Tax Directors



No prerequisites and/or advance preparation required.

Interesting in Sponsoring?

Contact LaTosha McNeal, Senior Manager, Business Development, or call 202.861.2582

Hotel & Travel Information

Rooms Rate

Single: $199.00

Double: $199.00

Phone Reservation: 800.285.0398

Rates guaranteed until: 1/30/2019 (subject to availability)

Immerse yourself in Southern hospitality at the Savannah Marriott Riverfront. Boasting an impeccable location on the water, in the heart of the city's historic district, this hotel is connected to River Street, Savannah's most iconic attraction, via the Riverwalk. Their outstanding location enables you to explore the city with ease; beautiful squares, historic house museums, art galleries and quaint antique shops.

CPE Information


Participants will be awarded up to 14 CPE credits for this group live event. CPE credits can be earned in the following categories: Taxes.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website


The registration fee covers the attendance for one person and includes session admittance, breakfasts, lunch, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Advance registration ends Wednesday, January 30, 2019.



Member Early Ended January 31, 2019


Non-Member Early Ended January 31, 2019


Member Regular Ended March 2, 2019


Non-Member Regular Ended March 2, 2019



Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Meet The Presenters

  • Dayo Adesuyi, , University of North Texas System
  • John Barrett, , University of California Office of the President
  • Tracy Berman-Kagan, , Gallaudet University
  • Jennifer Burke, , Crowe LLP
  • Louis Curcio, , New York University
  • Dominic Daher, , University of San Francisco
  • Chelsea Deimel, , Washington University in St. Louis
  • Chelsea Deimel, , Washington University in St. Louis
  • Robert Friz, , PricewaterhouseCoopers LLP
  • Joseph Irvine, , The Ohio State University
  • Edward Jennings, , University of Michigan
  • Anne Jetmundsen, , University of South Florida
  • Jodi Kessler, assistant director, tax, Massachusetts Institute of Technology
  • Kristin Kranich, , Crowe LLP
  • Aaron LeMay, , University of Texas Medical Branch
  • Joel Levenson, assistant vice president for tax, payables, and procurement, University of Central Florida
  • Dawn Mayer, , University of San Francisco
  • Tracy Paglia, , Moss Adams LLP
  • Kathy Pitts, , Ernst & Young LLP
  • Dee Rich, , KPMG LLP
  • Daniel Romano, , Grant Thornton LLP
  • Julia Shanahan, , Columbia University in the City of New York
  • Amy Williams, , Duke University