8:00 AM

Breakfast and Registration

8:50 AM

Welcome and Opening Remarks By Emcee Sheryl Huggins Salomon, Chair, City & State Advisory Board; Director of Strategic Communications, NYU Silver School

8:55 AM

Streamlining Processes With Technology

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 effect the day to day and year to year of nonprofit institutions.

• Amy West, Chief Financial Officer, AHRC NYC (Moderator)
• Mary E. O’Shaughnessy, Director, Information Technology Services, DOROT
• Anthony Fullington, CFO, Chinese-American Planning Council
• Faith Ann Butcher, Chief Impact Officer, United Way of Westchester and Putnam

9:45 AM

Strategies to Create a Digital-First Culture

Today’s nonprofits are responsible for seamlessly integrating technology with mission fulfillment and demonstrated impact. To reach these technology goals for your organization, the leadership team’s vision must bring staff together, excite and support them through the transition, and encourage new technological development. Topics will include transferring your organization's workflow to the cloud era in a smooth and effective way, connecting technological systems on a limited budget, and maximizing staff impact in the community through the use of technology.

• Rinku Bhattacharya, Chief Financial Officer, Lutheran Social Services of New York (Moderator)
• Keith A. Howey, Director, Impact and Operations, PENCIL, Inc.
• Paolo Alberghini-Pastor, Director of Development, Center for Educational Innovation
• Matthew Carlisle, Business Services & Outsourcing, BDO FMA

10:35 AM

Refreshment Break

10:50 AM

Making the Most of Your Data

Data analytics, big data, data science, data viz, business intelligence, machine learning, artificial intelligence… it can be difficult to keep up while keeping things at a reasonable cost. Nonprofits play an important role in this data revolution with the opportunity to transform human services, but many don’t know where to start. Whether you’re on your way to becoming a data-centric organization or you’re just beginning to study data accuracy and extraction, you can find more value in and maximize the application of data within your organization.

• Ebony Young, Deputy Borough President, Queens (Moderator)
• Samuel Wallis, Executive Director, Yonkers Partners in Education
• Garri Rivkin, Executive Director, The City Tutors
• Triana Urraca, Founder & CEO, Data Systems Simplified
• Michael Thatcher, President & CEO, Charity Navigator
• Lester Marks, Senior Vice President, Nonprofits, Kasirer

11:40 AM

Create a Plan for Your Organization’s Success with Innovation, Technology and Strategy

Technology affects many areas of your nonprofit’s operations, from donor management to fundraising, accounting, marketing, and more. It’s important to approach new purchases, investments, customizations, and other technology-driven projects with a focused strategy.  A nonprofit technology plan gives your team this foundational infrastructure, allowing you to approach any technology overhauls with a clear strategy in place.  How can tools like dashboards and portals be used to improve success and outcomes?

• Charles O'Shea, Eastern Regional Executive for State Government Strategy, T-Mobile (Moderator)
• Nicholas Tishuk, Executive Director, Bedford Stuyvesant New Beginnings Charter School
• Alice Liang, Senior Director of Data and Finance, Rethink Food
• Sebastián Martín, Founder & CEO, Cambio Labs
• Mica Willis, Head of Customer Success, Instil

12:30 PM

Lunch

1:25 PM

Cybersecurity On a Budget: What You Need to Protect Your Organization

Nonprofits collect sensitive data, but very few organizations can be confident that they do not store any of this information, so it needs to be protected.  Cyber-crimes cause donors to lose faith in organizations, and hacking exposes vulnerabilities in nonprofits’ systems that can make donors feel as though the organization did not value them enough to enforce proper safeguards to protect their information. The session will examine what information should be kept private, what are the key threats to that information, how to support good cyber security with good employment practices and policies, how to implement the best security program and what to do if there should be a breach.

• Marcel Braithwaite, Director of Community Engagement, Police Athletic League (Moderator)
• Elsa Pereira, Managing Director of Operations at Grand Street Settlement
• Jacqueline Tiso, CEO, JMT Consulting 
• Kim Snyder, VP of Data Strategy, RoundTable Technology
• Michael Stamas, VP/Founder, GreyCastle Security

2:15 PM

IT Staffing: In-House or Outsourced?

For nonprofit organizations, determining when to outsource IT support can be a complicated decision.  When determining to stay in-house or outsourcing some of the major factors to consider include cost, a need to supplement internal capabilities, having to rely on someone from the outside on privacy issues and more.  Whatever a nonprofit chooses the importance of a lead in IT support is more crucial than ever.  This panel will address the pros and cons to both.

• Charlie Pane, Outreach and Engagement Manager, Cornell Cooperative Extension (Moderator)
• Alexandros Hatzakis, Associate Executive Director, FPWA
• Christopher Mainor, Director of IT, Urban Pathways
• Leslie Chiorazzi, Managing Partner, CMIT Solutions
• Jeremy Schneider, Chief Technology Officer, Downtown Alliance

3:05 PM

Refreshment Break

3:20 PM

Nonprofits Need for Intelligence and Automation

Automation and intelligence (including AI) are growing in popularity in the nonprofit sector, helping organizations speed up their operations by allowing more focus on serving their communities and furthering their mission. Nonprofits are starting to utilize intelligent automation to improve the quality of their staffs’ lives, while focusing on automation to strengthen financial management and allowing them to focus on what they do best – providing exceptional services to their clients.  Agencies are using more data intelligence and automated systems to streamline processes for nonprofits.

• Lori Barraud, Chief Operating Officer, Options for Community Living, Inc. (Moderator)
• Karin Kunstler Goldman, Deputy Bureau Chief – Charities Bureau, NYS Department of Law  
• Josh Klein, VP, Strategy and Business Operations, New York Psychotherapy and Counseling Center
• Matt Fernández Konigsberg, General Counsel, Community Security Service

4:10 PM

Digital Disruptions in the Nonprofit World

Technology and digital transformation for non-profits is hoping to disrupt life as they knew it by using technology where it can have the greatest impact on the underserved while being conscious of the tech divide for equitable use of tech.  The right digital tools, implemented correctly, can enable workforce development and other programs for the social service sector to streamline operations and customize services in order to support, prepare and place more job seekers into better positions. We will address the biggest disruptors including crypto, NFTs, augmented reality, and AI.

• Minerva Tantoco, Chief AI Officer, NYU McSilver Institute (Moderator)
• John MacIntosh, Managing Partner, SeaChange Capital Partners
• Dan Salemson, Managing Director of Digital Learning & Technology, Workforce Professionals Training Institute (WPTI)
• Steve Myrthil, Vice President of Information Technology, Westhab

5:00 PM

Sessions Conclude