Nonprofit CheckUp

October 21, 2021

Webinar

Nonprofit CheckUp

Webinar

Thursday

1:00PM - 4:00PM

Assessing the Health of Your Nonprofit

Event Description

When the coronavirus (COVID-19) pandemic hit New York, nonprofit organizations did their best to ensure safe operations while still carrying out their missions—and, in many cases, increasing their workload. So many people rely on the services that nonprofits provide to New York communities, especially in times of crisis. New York Nonprofit Media will host our 2nd annual “Virtual Nonprofit Checkup” bringing together Executive Leadership from nonprofits across New York to learn how to best assess the health of your nonprofit as we enter the next phase of the pandemic and going forward into the new normal.

Speakers

Jennifer Jones Austin

CEO and Executive Director, Federation of Protestant Welfare Agencies

A fourth-generation leader of faith and social justice, child and family advocate, thought leader, public speaker and nonprofit chief executive officer, Jennifer Jones Austin, Esq., fights for equity. As CEO of FPWA, she leads poverty-fighting, policy and advocacy efforts to strengthen and empower the disenfranchised and marginalized communities. Jones Austin is a sought-after speaker who appears regularly on television and radio, and at community events, faith gatherings and professional convenings. She guest hosts the nationally syndicated radio program, “Keep’n It Real with Rev Al Sharpton,” and the cable program, Brooklyn Savvy. She was born and raised in New York City.

Amy West

Executive Vice President and Chief Financial Officer, AHRC NYC

Amy graduated Summa Cum Laude from Hunter College with a Bachelor of Science Degree in Accounting. She is actively involved in Hunter College’s Mentoring Program, Secretary of the Financial Managers Association and is a member of the New York State Society of CPAs Not-For-Profit Committee. In addition, she serves on the AICPA Not-For-Profit Industry Conference Steering Committee and NYSARC’s Financial Sustainability and CFO Committees. Amy also served on the Financial Committee of Human Services Council’s “New York Nonprofits in the Aftermath of FEGS: A Call to Action” project.

Jeremy Christopher

Kohomban, Ph.D., President and CEO, The Children’s Village

Dr. Jeremy Christopher Kohomban is the President and CEO of The Children’s Village and the President of Harlem Dowling. The Children’s Village, founded in 1851, and Harlem Dowling, founded in 1831, provide a broad continuum of residential and community-embedded programs, serving 15,000 children and families each year. Dr. Kohomban is an author, sometimes an activist, and always a pragmatic leader. He has played a lead role in the family support and residential treatment reforms that are transforming children’s care. Dr. Kohomban is driven by the belief that every child, regardless of age, deserves a family, and he is outspoken in his recognition of the social justice antecedents that drive child welfare and juvenile justice. Under his leadership, The Children’s Village, the nation’s oldest and once the largest children’s residential treatment center, has been transformed into a national model for community-embedded family support. The Children’s Village is the Gold Prize winner of the New York Community Trust-New York Magazine’s Nonprofit Excellence Awards, the US Congressional Coalition Angels in Adoption award, the Child Welfare League of America Exemplary Innovative Leadership Award and the Alliance for Strong Families and Communities, Samuel Gerson Nordlinger Leadership Award. Dr. Kohomban’s contributions are noted in the Congressional Record and successes recognized by many, including The New York Times, The Washington Post, Fox Business, and NPR. City Limits magazine identified him as a leader with a “clear vision for the future”; David Tobis, in his book, From Pariahs to Partners, How Parents and their Allies Changed New York City’s Child Welfare System, describes him as “one of the most parent-focused, reform-minded, and effective administrators in the field.” Dr. Kohomban testified before the US Senate Finance Committee on the need for finance reform that supports children, families and communities and, in March of 2018, with the passage of the Family First Prevention Services Act (FFPSA), The Chronicle of Social Change noted that Dr. Kohomban was one of the most important off-the-Hill boosters of the FFPSA, described as the “biggest federal overhaul of foster care in decades.” He is chair of the Human Services Council of New York, the national co-chair of the Children Need Amazing Parents (CHAMPS) campaign, and a Trustee of Save the Children. He is a graduate of Emporia State University, Kansas, and holds a Masters from Long Island University, New York, a PhD from the School for Business and Leadership at Regent University, Virginia, and a LittD (Honorary Doctor of Letters) from Mercy College, New York.

H. Aldervan Daly, CRFE

Executive Vice President for Institutional Advancement, Rising Ground

H. Aldervan Daly, CRFE, is the Executive Vice President for Institutional Advancement for Rising Ground. Rising Ground is a 190-year old human services organization with a budget of $124 million, serving 25,000 children, adults, and families through 50 programs at 71 locations throughout New York City and Westchester. Aldervan manages a team that is responsible for all fundraising and marketing activities for the organization. He most recently served as Director of Advancement at the Police Athletic League. Before that, he held positions at The New York Foundling, The Center for Employment Opportunities, The Partnership for New York City, and others. After adopting a foster child 12 years ago, he co-founded a nonprofit agency, City Families, to coach families interested in adopting children through the New York City child welfare system. Aldervan shares his fundraising insight with others in the field. He is the author of the blog “The Thoughtful Approach To...”, which offers practical advice for modern fundraisers. He also served as an adjunct professor at New York University’s George H. Heyman, Jr. Center for Philanthropy and Fundraising, teaching technology and social media for nonprofits. Aldervan has served on the board and is a current member of the Greater New York Chapter of the Association for Fundraising Professionals. He earned a Masters in Fine Arts, specializing in fundraising and marketing, from Virginia Tech and a Bachelor’s degree in International Studies from Rhodes College. He and his family live in Brooklyn, NY.

Charlotte Ostman, LCSW-R

Chief Executive Officer, The Mental Health Association of Westchester (MHA)

Charlotte Ostman, LCSW-R is the Chief Executive Officer for Mental Health Association of Westchester. She is responsible for the overall leadership and management of the organization, corporate development, business operations and strategy. She earned a BS from Cornell University and her MSW from New York University. She has extensive administrative and clinical practice experience developing and delivering Behavioral Healthcare in various community based medical settings. Special areas of interest include innovation, crisis intervention, integrated care, value based care and telehealth. She serves on several industry boards including Coordinated Behavioral Health Services(CBHS) IPA, Hudson Valley Care (HVC) Health Home, NYS Council for Community Behavioral Healthcare and Not for Profit Westchester (NPW).

Paul G. Wolf

Co-President, Denham Wolf Real Estate Services

Paul is the co-founder and president of Denham Wolf Real Estate Services, a trusted real estate advisor serving nonprofits across New York City and nationally. He has more than 30 years of development, brokerage, and nonprofit consulting experience and has been a licensed real estate broker in New York State since 1988. Paul’s expertise is shaped by a breadth and depth of experience in New York City real estate and is proven by his strong record of realizing complex projects.

Melissa Musser

CPA, CITP, CISA, Principal and Director, Risk & Advisory Services, GRF CPAs & Advisors

Ms. Musser is a principal at GRF with over 20 years of professional experience. She and her team deliver comprehensive risk-based assessments to help organizations respond to strategic, financial, compliance, operational and IT risks. Her expertise includes establishing, maintaining Internal Audit Departments, optimizing internal controls, compliance, Enterprise Risk Management (ERM), and cybersecurity programs. Ms. Musser is a distinguished recipient of the 2018 AICPA Information Management and Technology Assurance (IMTA) Standing Ovation award. She is also the incoming president of the Washington, DC Chapter of the Institute of Internal Auditors. Prior to joining the firm, Ms. Musser spent 10 years in public accounting focusing largely on nonprofit organizations. Her career also includes four years in Internal Audit Management roles for global SEC companies where she led major transformation initiatives such as transitions to shared service centers, cybersecurity, SOX optimization, and the development of an ERM council. Additionally, Ms. Musser spent two years at the University Of Akron where she was responsible for ERP system upgrades and system integrations while also working as an adjunct faculty member teaching micro computer business applications. Ms. Musser is a proud CODA (Child of Deaf Adults) and has a passion for being of service to the Deaf and Nonprofit community at large. Ms. Musser has sat on numerous nonprofit boards throughout her career and actively volunteers. Education and Certifications B.S. in Professional Accounting, University of Akron B.S. in Accounting Information Systems, University of Akron Project Management Body of Knowledge (PMBOK) Certificate, University of Akron Professional Affiliations American Institute of Certified Public Accountants (AICPA), CITP Task Force Greater Washington Society of CPAs (GWSCPA) Information System Audit and Control Association (ISACA) Institute of Internal Auditors (IIA), Washington, DC Chapter, President and Past Vice President of Programming

John Eusanio, CPA, CGMA

Partner & Practice Leader, Not-For-Profit, Citrin Cooperman

John Eusanio is a partner in Citrin Cooperman's New York City office and practice leader of the firm's Not-For-Profit Practice. He has nearly 20 years of public accounting experience providing auditing and accounting services to clients in the not-for-profit, education, and health care sectors. Prior to joining Citrin Cooperman, John was an audit partner at CohnReznick. In addition, John has significant “Big 4” experience, where he also completed a three-year national rotation within KPMG in which he assisted engagement teams serving various governmental and not-for-profit clients. John has experience providing financial statement audit services to a wide variety of entities, including social service organizations, foundations, associations, state and local governmental agencies, colleges and universities, health care providers, community and teaching hospitals, long-term care facilities, academic medical centers, and other 501(c)(3) organizations. He also advises clients on accounting and auditing matters relating to Uniform Guidance audits, employee benefit plans, tax-exempt bond offerings, and cost report certifications. John is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), and the New York Society of Association Executives (NYSAE). John earned his Bachelor of Business Administration in Accounting at Dowling College. He is a Certified Public Accountant in the State of New York, a Chartered Global Management Accountant, and the firm’s representative for the Governmental Audit Quality Center (GAQC). John contributes to regular communications and e-alerts for the Not- For-Profit Practice. He also facilitates technical trainings to boards, client management, and internal staff on various not-for-profit technical matters and governance considerations. In addition, John routinely attends not-for-profit conferences and participates as either a presenter, sponsor, or participant in roundtable and panel discussions.

Hilda Polanco, CPA

Managing Partner, BDO FMA

Hilda founded Fiscal Management Associates in 2009, which became BDO FMA in 2021. Over those two decades, she has led BDO FMA to become the go-to capacity builder that foundation and nonprofit leaders seek to address nonprofit financial management issues. A nationally recognized and sought-after leader in the field, Hilda serves the sector in many ways. She was a founding member of the selection committee of the New York Nonprofit Excellence Awards, established by the New York Times and the Nonprofit Coordinating Committee (now Nonprofit New York). Hilda’s other public service duties include being a frequent speaker at the New York State Society of CPA’s annual Nonprofit Conference. She has presented at the AICPA National Not-for-Profit Conference and Private Foundation Summit as well as the AICPA Not-for-Profit Financial Executives Forum in San Francisco. In 2016, Hilda was recognized as a Leap of Reason Ambassador for being a nonprofit thought leader and practitioner. Her previous honors include SmartCEO magazine’s New York Brava! award for Top Female CEO, the Social Entrepreneur Award from the National Association of Women Business Owners-New York City, an award from WHEDCO for outstanding leadership in the field of nonprofit finance, and the Latina Excellence Award in Community Service from HISPANIC Magazine. PROFESSIONAL AFFILIATIONS Columbia Business School’s Executive Education Program, Faculty Columbia University’s Department of Health Policy and Management, (Former) Adjunct Professor EDUCATION B.A., Accounting, New York University Certification in Control Self-Assessment, Institute of Internal Auditors Chartered Global Management Accountant (CGMA) Award, American Institute of Certified Public Accountants (AICPA) COMMUNITY INVOLVEMENT Acelero Learning, Audit Committee Chair Hispanics in Philanthropy, Board of Directors National Network of Consultants to Grantmakers, Member

William T. Gettman Jr., MPA

Chief Executive Officer, Northern Rivers Family of Services

William T. (Bill) Gettman Jr. joined Northern Rivers Family of Services as Chief Executive Officer in 2016. Joining at a time when the organization was entering a period of transformative change, he is responsible for the development and construction of a system of care that determines how Northern Rivers and its member agencies, Northeast Parent & Child Society, Parsons Child & Family Center, and Unlimited Potential, care for children, adults, and families. He provides strategic guidance, infrastructure oversight, and administrative leadership to the 1,400-strong workforce, and he works as a tireless advocate for Northern Rivers employees as well as the 18,000 children, adults, and families we serve. Gettman brings more than 30 years' executive management experience in nonprofit, private, and public sector organizations. Before joining Northern Rivers, he served as Executive Director of St. Catherine’s Center for Children in Albany. Previously he was the Executive Deputy Commissioner and Chief Operating Officer for the NYS Office of Children and Family Services (OCFS). He has also held leadership positions for private and public sector organizations focused on providing child welfare services and programs, including MAXIMUS, the New York State Child Support Processing Center (formerly Lockheed Martin IMS), the New York State Department of Social Services, and UNISYS Corporation. He serves as chairman of the New York State Justice Center Advisory Council. He is a member of the New York State Behavioral Health Services Advisory Council and the Albany County Homeless Coalition. He is treasurer and board member of the State Children’s Mental Health Coalition and serves on the Board of Directors of the Council of Family and Child Caring Agencies (COFCCA). Gettman earned his bachelor’s degree in religion from Ohio Wesleyan University and his Master of Public Administration from Syracuse University.

Hassan Khan

Principal, Technology Services, Marks Paneth

Hassan Khan is a Principal in Marks Paneth’s Technology Services Group. Mr. Khan works collaboratively with clients’ management, audit committees and boards, and provides independent, senior-level expertise that enables executives to drive value from technology and improve business performance. Over the course of his career, he has led and delivered advisory engagements including technology governance, risk and compliance assessments; organizational reviews; board governance; benchmarking and best practices reviews; enterprise risk management (ERM); internal audits; technology effectiveness assessments; IT strategy and planning; digital transformation; business continuity/disaster recovery; system selections and implementation; cybersecurity risk analysis; third-party risk management; and data analytics. He is a frequent panelist and lecturer on business and technology topics. Prior to joining Marks Paneth, Mr. Khan served as a Managing Director at a national accounting firm. He also served in an attest and risk role for a New York based energy company and in the technology and risk advisory areas of two Big 4 accounting firms. Mr. Khan is based in Marks Paneth’s New York office.

Andrea S. Kantor

Senior Vice President - Head of Not-For-Profit Banking, BHI

Andrea Kantor is Senior Vice President and Head of Not-For-Profit Banking at BHI. She has over 25 years of experience in the financial industry, including 12 years in leadership roles focusing on Not-For-Profit and Healthcare clients at BHI, IDB Bank and JPMorgan Chase. In her current role, Andrea leads a team of dedicated bankers providing banking and financing solutions to Not-For-Profit organizations. Andrea is a passionate advocate for organizations who serve and strengthen our communities. She has received honors from Crain’s and Long Island Business News, and she has served on the boards of both national and local organizations.

Jodi Warren

Partner, Capell Barnett Matalon & Schoenfeld

Jodi Warren’s practice primarily includes Real Estate, Corporate and Commercial Transactions, and Religious and Charitable Organizations. Jodi represents and advises clients in all aspects of the development, construction, finance, acquisition, and divestiture of assets. She routinely represents religious and not-for-profit corporations on complex real estate transactions including long-term leases, purchase and sales of properties, joint ventures and development projects. She serves as counsel to numerous denominational governing bodies as well as individual congregations and nonprofit organizations. Prior to joining the firm, Jodi worked as an attorney at a leading international law firm, where she represented and counseled publicly held corporations, partnerships and private equity clients on complex real estate transactions (including financing, construction, and leasing), commercial lending and project finance. She earned her Juris Doctor, magna cum laude and order of the coif, from the Benjamin N. Cardozo School of Law, where she was an associate editor of the Cardozo Law Review. Jodi received her B.A. from Pennsylvania State University where she graduated with highest distinctions. She is regularly recognized as a Super Lawyers Rising Star and is a member of the New York State Bar Association and is licensed to practice law in New York and New Jersey.

David Cahn

Chief Revenue Officer, JMT Consulting

David is the Chief Revenue Officer of JMT Consulting joining in 2021. David brings growth and opportunity to JMT Consulting through his proven leadership in the commercial technology sector. He is a marketing and sales operational leader who is equally adept at developing and managing corporate strategies, including business and digital transformations, as well as implementing lead generation and revenue growth programs and systems. He is an accomplished, pro-active global executive who has worked in Big 4 consulting firms, start-ups, middle-market and large, multinational companies. David has assisted other companies in product, marketing, sales, business development and operational leadership positions, including AMR Research (now Gartner), AnswerThink, KPMG/Bearing Point, and Computer Associates. David holds a B.S. Business Admin/Finance & minor Mechanical Engineering from Villanova University. His interests include ocean yacht racing and cruising, extreme downhill skiing, mini triathlons, and tossing boomerangs.

Tali Leger

Associate Director for Procurement Operations, New York City Mayor's Office of Contract Services

Tali Leger is the Associate Director for Procurement Operations at the City of New York Mayor’s Office of Contract Services. Tali’s work is focused on the Social Service Sector and works with the Health and Human Services City Agencies and their nonprofit providers to support more efficient, transparent, and collaborative contracting. Tali leads on critical sector initiatives including implementation and roll-out of the Indirect Cost Rate Funding Initiative – establishing New York City as the first major City to recognize and fund indirect costs and PASSPort design and adoption, the City's new end-to-end digital procurement system, and universal adoption of HHS Accelerator, a centralized financial management platform for the health and human sector’s contract budgets and invoicing. Tali has served in leadership roles on both the nonprofit and funder sides. She has also been an active member in taskforces focused on grant management and procurement reform. Tali holds a M.S. from Fordham University and a B.A. from SUNY Binghamton.

Roderick Jones

Executive Director, Goddard Riverside

Roderick L. Jones, Ed.D MPA, has been the Executive Director of Goddard Riverside since February 2017. Previously, he spent nine years as president and CEO of Grace Hill Settlement House in St. Louis, Missouri, putting the organization on sound financial footing while accelerating fundraising. Before his time in St. Louis, he served as President and CEO of the Community Place of Greater Rochester (NY). Dr. Jones was named Notfor-Profit Leader of the Year in 2011 by the Regional Chamber of Commerce and The St. Louis American. He has a Doctorate in Education from St. John Fisher College in Rochester, New York and a Master's in Public Administration from SUNY-Brockport.

Paula Day

Vice President & Director of HR Compliance Consulting, Lockton Companies

Paula has nearly 30 years of experience as an attorney with more than 20 years devoted to the area of labor and employment. She has extensive experience in advising employers on human resource compliance issues, including the application of Title VII, ADA, FMLA, other paid leave laws, EEO compliance training, and guiding management through complex cases of discipline or employment termination. Paula’s extensive background in employment law provides her with a skill set to help employers ensure compliance with the various federal, state and local employment laws and position employers to be able to vigorously defend claims should they arise. Prior to joining Lockton, Paula served as Senior Counsel, Labor & Employment, at YRC Worldwide, a holding company for multiple large trucking companies which provide a comprehensive transportation network throughout North America. At YRCW, Paula provided advice to all areas of the organization, including Human Resources, Safety, Labor, Operations and Payroll, oversaw employment litigation and charges, and advised senior management of matters involving substantial legal exposure. For more than 15 years prior to her stint at YRCW, Paula was in private practice, focusing on employment law and defending and advising employers. She most recently was a Partner and Of Counsel at Bioff Finucane Coffey Holland & Day, which merged in 2005 with the national labor and employment law firm Fisher & Phillips. Paula received her bachelor’s degree in business administration from the University of Kansas and her law degree from the University of Missouri-Kansas City School of Law. She is also a trained mediator.

Agenda

1:00pm

Welcome and Opening Remarks By Amanda Luz Henning Santiago, Reporter, City & State NY

1:05pm

Effective Nonprofit Leadership and the Return to Work

Nonprofits are under intense stress at the moment. They are being asked to "get back to normal" while figuring out Covid protocols, dealing with the needs of staff and clients, and navigating a challenging and constantly changing fundraising climate. In this environment, it is essential that staff and board leadership be on the same page. How do you make this happen given all the stresses of the moment? How do you ensure effective board governance during a pandemic? What kinds of checks and balances need to be in place for nonprofits not just to survive but to thrive in the months ahead? This panel would wrestle with these questions and more.

Rich Miller-Murphy, Executive Director – Marketing, New York Blood Center Enterprises (moderator)

Jennifer Jones Austin, CEO and Executive Director, FPWA

Charlotte Ostman, Chief Executive Officer, The Mental Health Association of Westchester Inc

Paula Day, Director of HR Compliance Consulting, Lockton Companies

Andrea S. Kantor, Senior Vice President - Head of Not-For-Profit Banking, BHI

Melissa Musser, CPA, CITP, CISA, Principal, Risk & Advisory Services, GRF CPAs & Advisors

2:00pm

Audience Q&A

2:05pm

Nonprofit Financial Health Assessment

This panel will introduce how to assess the state of a nonprofit’s financial health, with a particular focus on risk management during uncertain times. What are some of the lasting financial impacts the pandemic has had on nonprofits? How can organizations identify potential sources of risk as they look to reopen? What are the roles of management and board in financial oversight?

Amy West, Executive Vice President and Chief Financial Officer, AHRC New York City (moderator)

Bill Gettman, CEO, Northern Rivers Family of Services

Paul G. Wolf, Co-founder, Denham Wolf Real Estate Services

Hilda Polanco CPA, Managing Partner, BDO FMA

John Eusanio, CPA, CGMA, Partner-Not-for-Profit Practice Leader, Citrin Cooperman

Jodi Warren, Esq., Partner, Capell Barnett Matalon & Schoenfeld LLP

Roderick Jones, Executive Director, Goddard Riverside

3:00pm

Audience Q&A

3:05pm

Keeping Up with Technology

The nonprofit sector tends to operate on tight budgets, so the cost of up-to-date technology can often seem unaffordable. But effective use of technology can spawn innovation, improvements in efficacy, and better delivery on mission. Digital tools can empower staff and stakeholders to deliver on the organization’s mission. At the same time, it is imperative to look at cybersecurity and privacy to identify potential vulnerabilities.

Jeremy Kohomban, President and Chief Executive, The Children's Village (moderator)

H. Aldervan Daly, Executive Vice President for Institutional Advancement, Rising Ground

Tali Leger, Associate Director for Procurement Operations, City of New York Mayor's Office of Contract Services

David Cahn, Chief Revenue Officer, JMT Consulting

Hassan R. Khan, Principal, Technology Services, Marks Paneth