Nonprofit Check Up

September 13, 2018  
Hebrew Union College
8:00AM - 5:00PM
Full day conference in September
Event Description

Among the many responsibilities board and staff have at nonprofits, it is crucial to take time and assess the health of your organization. While not everything important is easy to measure, a close look at your organization can help you identify and prioritize your next steps.  This event will discuss everything from good management, to efficient operations, to fundraising while carrying out your mission, to effective programs, systems and technology.


Networking & Registration


Welcome and Opening Remarks


What does a Successful Organizational Health Assessment look like?

Health Assessment is the first step to recognize major issues and opportunities, but also work to address resulting efforts to tackle the issues and opportunities, and include staff and board members in the future direction of the organization.  What steps should be taken to help identify the issues and opportunities?  How should new plans be implemented?

  • Director, AJC NY (moderator)
  • Director of Evaluation, DREAM
  • Director of Consulting for Strategy and Risk Management, Community Resource Exchange
  • Principal & CEO, Public Works Partners LLC

How is your Organization Telling its Story and Building its Relationships? 

The story goes beyond what’s written in the copy on a website, the text in a brochure or the presentation used to pitch to investors or customers. It is the whole picture made up of facts, feelings and interpretations, which means that part of your story isn’t even told but is absorbed.  This discussion will help you to understand how brands build relationships with people through meaningful storytelling - not boring and self-promoting autobiographies.

  • President, MarketingWorks PR (moderator)
  • CEO, America Needs You
  • Senior Communications Officer, The Children’s Village

Special Presentation: Contracts, Grants and Contributions - Do Words Matter?

There is tremendous pressure on nonprofits to generate revenue to support their programs. As a result, the accounting for revenue from contracts, grants and contributions is of critical importance. Unanticipated changes in how a nonprofit presents its revenue streams can negatively impact loan covenants, contract compliance and the perception of funders. A common source of confusion stems from the definitions contracts, grants and contributions. In this session, we'll provide a practical understanding of what these terms actually mean from an accountant's point of view. With this knowledge, nonprofits can move forward feeling confident that surprises aren't lurking in their financial statements!

Presented by Partner, Audit and Assurance Services, Tate & Tryon




Importance of Financial Health to Effectively Fulfill Missions

With limited finance staff and many sources of financial information, it seems obvious that these leaders and their supporters often have a hard time telling a clear, convincing financial story that makes sense of all the data.  How can nonprofit leaders determine what matters most when examining finances? What are some signs and trends that can help nonprofits sift through tons of data and help measure true financial health?

  • Chief Financial Officer, AHRC New York City (moderator)
  • Co-President, Denham Wolf Real Estate Services
  • Deputy Executive Director, External Relations and Development, Hudson Guild
  • Executive Director/CEO, VISIONS/Services for the Blind and Visually Impaired
  • COO, JMT Consulting
  • Managing Director, Prager & Co, LLC

How Effectively is your Organization Leveraging Technology?

Nonprofits usually focus on how to use technology to gain exposure for their missions. Whether they use social media, mobile, or email it’s simple for nonprofit organizations to view technology as simply a means to be seen. However, nonprofits should look further into how the infrastructure of technology itself can advance their causes.  The panel will help nonprofits digitally transform to raise funds, improve productivity, accelerate innovation and ultimately have a greater impact on the world’s most pressing issues.

  • President, Nonprofit Solutions Network (moderator)
  • Executive Director of Information Technology, Lutheran Social Services of New York
  • Executive Director, New York On Tech, Inc.
  • Chief Information Officer, Anti-Defamation League
  • CEO, Give Lively

Networking Luncheon


Special Presentation: How Do You Stack Up?

Nonprofits are often wondering "how are we doing?" financially compared to other organizations. It can be challenging to determine what information to look for and where to find it. In this session, we will discuss resources available to compare your nonprofit to similar or peer organizations. We will explore some key benchmarks to help assess the financial health of nonprofits that can be easily calculated using publicly available resources. You will also come away from this lively session with insight into some best practices and the impact of the new accounting guidance on transparency of an organization's financial health.

Presented by:

Senior Manager, Your Part-Time Controller, LLC

Manager, Your Part-Time Controller, LLC


Maximizing Oversight Capacities of your Board and Managing Governance Functions at your Nonprofit

A board has a basic, legal responsibility to deliver oversight and accountability for the organization. They must ensure that the organization is properly overseeing the resources entrusted to it and following all legal and ethical standards.  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 foster a good, anti-oppressive work environment with a flat management style, while working with a Board to oversee an Executive Director/Founder transition, make the hard calls, shift practices, and do what it takes to get to good governance. 

  • President & CEO, Harlem Educational Activities Fund (moderator)
  • Executive Director, National Dance Institute
  • Chief of Staff, The Doe Fund
  • Member, Caplin & Drysdale
  • Consultant, Social Strategies Group, Inc.

Good Fundraising along with good Financial Management

A nonprofit's mission can only be accomplished if the organization has the resources it needs and manages its money responsibly.  Fundraisers compete for a share of the pool of dollars available while the Finance Department marks and records each of those dollars accurately.  So what should you keep in mind to make everybody’s life as easy as possible, and allow you to spend more time on your mission?

  • Communications Coordinator, Cornell Cooperative Extension Rockland County (moderator)
  • Senior Vice President, Head of Healthcare & Not-For-Profit, IDB Bank
  • Principal, Carriage Trade Insurance Agency
  • Board Member, Friends of the East River Esplanade
  • President & CEO, Harlem Congregations for Community Improvement, Inc.





Creating a Positive Organizational Culture

A nonprofit’s culture is its foundation because it determines the team’s combined understanding of how the nonprofit works. Beyond that, it can also affect donor satisfaction, and the enthusiasm and dedication the team has in doing their work.  When staff and supporters understand an organization’s core values, they can be trusted to make the right decisions. And it’s important that they take the time to assess their organization’s values to ensure the team members are on the same page.

  • Executive Director, Salvadori Center (moderator)
  • Chief Compliance and Privacy Officer, Amida Care
  • Director of Resource Development, Greater Jamaica Development Corporation
  • Trinet

Evaluation and Measurement of Outcomes to Demonstrate Impact

Measuring outcomes is not just about raising money for your nonprofit but also about the mission. A nonprofit can only measure its success if it is evaluating its performance. Identifying and conveying impact are also necessary activities for any charitable nonprofit since donors justifiably want to know that their donations/grants are making a positive difference. Whether your nonprofit engages in traditional evaluation measures, monitors progress towards specific goals, or uses feedback channels to learn what's working and what's not, each of these activities is a way to measure performance.  What makes the most sense for your nonprofit?

  • Executive Director, Cents Ability, Inc. (moderator)
  • Vice President and Chief Operating Officer, Family and Children’s Association
  • Impact Assessment Director, Start Small Think Big

Closing Announcements, Raffle Winners & End of Conference

Platinum Sponsors
Silver Sponsors
Bronze Sponsors
Event Location