2019 Nonprofit Checkup

Networking & Registration

Welcome and Opening Remarks

Becoming a More Efficient Board and Managing Governance Functions at your Nonprofit

A board has a basic, legal responsibility to provide oversight and accountability for the organization. The relationship between a nonprofit's board and its staff is so important that it can make or break an organization. The panel will address how to promote a good, comforting work environment with an efficient management style, while working with a board to oversee leadership transition, make the hard calls, shift practices and do what it takes to get to good governance. 

Director, The Tamer Center for Social Enterprise, Columbia Business School (moderator)

Executive Director, NYC Children's Theater

Co-Founder and Executive Director, Legal Outreach

Supervisor, Risk & Advisory Services, GRF CPAs & Advisors

Director of Development Services, Denham Wolf Real Estate Services, Inc.

Nonprofit Communications: Telling Your Story, Building Relationships and Measuring Impact

It’s a challenge to maximize the good work a nonprofit does if they don’t know how to clearly communicate. From effectively telling an organization’s story and conveying the impact of their work, to building relationships with supporters and other brands alike, this discussion will explore how nonprofits can utilize limited resources to create the most effective messaging possible.

Communications Manager, Cornell Cooperative Extension Rockland County (moderator)

Vice President Communications, Multiplying Good

President, Group Gordon

President, Public Relations Society of America, New York Chapter

Partner, Not-for-Profit Practice Leader, Citrin Cooperman

Creative Director, RKD Group

Networking/Break

Special Presentation Tell Tale Signs:  Recognizing the Red Flags of Employee Fraud

Presented by:

Partner, Audit & Assurance, Tate & Tryon

Senior Manager, Audit & Assurance, Tate & Tryon

Importance of Financial Health to Successfully Fulfill Missions

Nonprofit leaders have a difficult obligation to continuously balance money and mission, while collecting and sharing data on social media and financial performance.  How can nonprofit executives, funders, and advisors identify what matters most when reviewing finances? What are some trends and indicators that can direct them through an overwhelming amount of data and help assess true financial health?

Executive Vice President & Chief Financial Officer, AHRC NYC (moderator)

Interim Chief Financial / Operating Officer, SAGE

Assurance Manager, Greater New York Not-For-Profit & Healthcare Industry Group, BDO USA, LLP

Regional Sales Director, First Nonprofit

Vice President - Nonprofit Organizations, Lockton Companies

Founder and Managing Partner, NCheng LLP

How Technology Can Help Nonprofits Run More Efficiently

Because of budgets and funding it appears that all nonprofits need automated systems, strong financial practices, smart real estate strategies and multiple grant tracking capabilities.  This session will bring together top-level executives from nonprofits across New York to discuss how to streamline operations processes, how to set up automated campaigns for renewal, appeal, sustainer, and acquisition campaigns and how to make smart choices that affect the day to day and year to year of nonprofit institutions.

Director, AJC NY (moderator)

Information Systems Business Analyst, Anderson Center For Autism

Executive Director of Information Technology, Lutheran Social Services of New York

COO, JMT Consulting

Partner, Networkdoctor

Founder & CEO, Idlewild Partners Inc.

Networking Luncheon

Special Presentation: Retirement Plans and Employee Benefits for Non Profits

This session will address the importance of and benefits to retirement plans and answer questions including: Why are Corporate Retirement Plans and Benefits important to organizations? How, in particular, do nonprofits benefit, and in what ways? What are the different types of Corporate Retirement Plans available to Nonprofits? How is the market changing? What are the fiduciary responsibilities of advisors, owners, administrators, etc.?

VP, Business Development, PRB Wealth Management (moderator)

SVP, Corporate Benefits, PRB Wealth Management

Director of Non Profits, PRB Wealth Management

Regional Vice President, Nationwide

Measuring Fundraising Effectiveness

There’s lots of public scrutiny about how much nonprofits spend to raise the money they need to fund their missions. But there is more to effective fundraising than low costs—and the preoccupation with minimizing costs can actually put organizations at risk.   The goal is to help nonprofit organizations increase giving at a faster pace through accurate data measurement and efficient technologies. The session will help by providing nonprofits with tools for tracking and evaluating their annual growth in giving.

Director of Community Engagement & Partnerships, Fordham University Graduate School of Social Service (moderator)

Executive Director, Boys Hope Girls Hope of New York

Chief Impact Officer, Family Promise

Vice President, Bnai Zion

Senior Manager, Marks Paneth LLP

Special Presentation: Best in Class Tips

Let's face it, most non-profits will experience challenges with financial management at one point or another over their lifetime. Join us for some best in class tips to help ensure you have a strong finance department to minimize the impact these challenges have on your organization.

Senior Manager & NYC Market Leader, Your Part-Time Controller, LLC

Manager, Your Part-Time Controller, LLC

Networking/Break

Effective Nonprofit Leadership, Capacity Building and Succession Planning

One of the most important ways to advance capacity building is to find and retain the right team.  Your nonprofit is only as effective as its people, so it’s imperative that you staff your organization for success. Furthermore, nonprofits that are concerned about their own viability will also be thoughtful about planning for smooth transitions of leadership - as well as making sure their nonprofit is prepared for unexpected changes. The panel will address the importance of building and maintaining your team while effectively delivering its mission.

Human Resources Generalist, Graham Windham (moderator)

President & CEO, Vanderheyden Inc.

Executive Director, National Dance Institute

Senior Manager, Mazars USA

Innovation in Program Delivery

Studies have found that how a program is implemented, and in what population, is often very important and that departures from that approach can substantially weaken the impacts.  This session will help identify an organization’s needs and match them to the technology that can help to meet them. It will also look at what it takes to be successful when developing a new idea and implementing new technology.   

Founder & CEO, Unspoken Smiles Foundation (moderator)

Executive Director, 82nd Street Academics

CEO, VISIONS/Services for the Blind and Visually Impaired in New York City