In what would have been our 6th annual Nonprofit OpCon, we have adjusted to the world as it is with COVID 19 and are pleased to bring you the first ever Virtual Nonprofit OpCon. Over the course of two days we will bring you the same level of expertise and content focusing on streamlining processes and operations for nonprofits in New York. How do we make things easier and more pleasant for executive leadership, operations, IT, risk, finance, HR and more? It’s a new day in the nonprofit industry; join us as we explore these insights and strategies.
Day 1 Agenda: June 24, 2020
1:00pm Welcome and Opening Remarks
1:05pm What's Going On Between Landlords and Tenants Today During COVD and What Has Happened to the Office Market
Hear from local real estate market experts from Cushman & Wakefield where panelists will present the real estate services firm’s COVID-19 recovery readiness toolkit that is already being implemented in markets around the world. Panelists will present strategy for nonprofits to address operating in a post-coronavirus world, as well as share findings from the firm’s recent xsf@home survey, the largest known survey about the world’s current work-from-home experience with more than 40,000 respondents representing 20 different industries.
David Lebenstein, Executive Managing Director, Co-chair Not-For-Profit Advisory Group, Cushman and Wakefield
Rachel Casanova, Senior Managing Director, Workplace Innovation, Cushman & Wakefield
Paula Mengarelli, Executive Account Director, Global Occupier Services, Cushman & Wakefield
1:40pm Networking Q&A and Chat Opportunities for Attendees
1:50pm COVID-19 & the Potential Accounting and Financial Impacts on Nonprofits
Maintaining the financial health of any nonprofit is a challenge before you factor in the specific aspects of your organization at any time, but it is exceptionally challenging during the COVID 19 global pandemic. We are all dealing with the uncertainty as we navigate cancelled fundraising events, the inability to fulfill government contracts due to school closures, and other sources of revenue loss, all while needing to serve clients in new ways. This discussion aims to help the nonprofit community as we think about audit preparation and financial statements considering the continuing uncertainty with COVID-19. How should PPP loans be accounted for by nonprofits? What are the implications of the CARES Act for single audit? How can you create a recovery plan to help your nonprofit manage a major disruption in operations?
Hillary Schafer, CEO, Multiplying Good (moderator)
Dr. Ronald Tompkins, Executive Director, 82nd Street Academics
Roberta Katz, Nonprofit Finance Consultant, Roberta Katz Consulting
Eleanor “Ellie” Hume, Director, Your Part Time Controller
2:50pm Networking Q&A and Chat Opportunities for Attendees
3:00pm How Nonprofit Leadership & Board Members Can Respond to COVID-19
As the world responds to this new threat, many nonprofits are figuring out how to help their communities while also trying to survive the crisis themselves. Decision-makers in these nonprofits are in a daily struggle to balance necessity and fairness. They are meeting the needs of the moment, but also learning from these emergency responses potential strategies for more equitable human resource management in the future. With these new struggles come difficult questions for nonprofit boards across New York. What is the board’s role in a time of crisis? Should policies be changed and if so how? How can the board and staff work together right now?
Traci Lester, Executive Director, National Dance Institute (moderator)
Karin Kunstler Goldman, Deputy Bureau Chief, Charities Bureau, NYS Department of Law
Claas Ehlers, CEO, Family Promise
John Eusanio, Partner and Not-For-Profit Practice Leader, Citrin Cooperman
4:00pm Q&A and Closing Remarks
Day 2 Agenda: June 25, 2020
1:00pm Welcome and Opening Remarks
1:05pm Plan Administrator’s Fiduciary Responsibilities
An important conversation about fiduciary responsibilities during the pandemic but also for all times regardless of the pandemic.
- Get an in depth understanding as to what it means to be a plan administrator.
- Learn how not to be an investment fiduciary and give the responsibility to a third party.
- Learn how to drastically reduce your operational fiduciary responsibilities and give them to a third party
Mark Rubinstein, President/Investment Advisor Representative, Incline Pension Consulting
Kris Krikorian, Regional Director, Pentegra Retirement Services
Chuck Rolph, Director, Advanced Consulting Group, Nationwide
1:35pm Networking Q&A and Chat Opportunities for Attendees
1:45pm The Intersection of Technology and Office Space in a Post COVID 19 Era
In New York, landlords and tenants are quickly learning to think outside the box and get more creative in their approach to making ends meet. New Yorkers are also starting to think about what the office will look like in the post-COVID era. Furthermore, technology can help minimize disruption to operations by keeping staff members connected, regardless of where they are working. Nobody knows when or how this crisis will end, but it seems inevitable that technology will play a larger role among nonprofits going forward.
Thomas Dewar, Executive Director of Information Technology, Lutheran Social Services of NY (moderator)
Wayne Ho, President & CEO, Chinese-American Planning Council, Inc.
Silvia Orna, Chief Operating Officer, LatinoJustice
Frank Orzo, VP & Co-founder, Nonprofit Sector Strategies
2:45pm Networking Q&A and Chat Opportunities for Attendees
2:55pm Nonprofit Efficiency: Managing Risk, Overhead and Failure amid COVID 19
Even in the best of times, nonprofits face a host of risks. But COVID-19 presents special challenges. What steps should nonprofits take now to protect their staff and the people who depend on their services? The panelists will share practical approaches, techniques and tools to build risk management capabilities, manager overhead and avoid failure at your organization.
Kim Vaccari, President, nfpadvisorsLLC.com (moderator)
Nancy D. Miller, Executive Director/CEO, VISIONS/Services for the Blind and Visually Impaired
Ryan S. Young, Chief of Operations & Organizational Sustainability, Community Change
Matthew Kirkpatrick, VP of Business Development, Paymerang
3:55pm Q&A and Closing Remarks