This event focuses 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? There are new industry standards to consider, and new guidelines around applying for public funds to learn. Bring your organization into the 21st century and abandon old practices that are depleting your valuable resources! It’s a new day in the nonprofit industry; join us as we explore these insights and strategies.
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Adam M. Doyno
Director of Development, CUNY School of Public Health
Chief Operating and Financial Officer, Community Change
President & CEO, SCO Family of Services
Executive Director, Good Shepherd Services
Executive Director, SCAN-Harbor
John Eusanio, CPA, CGMA
Partner and Not-For Profit Practice Leader, Citrin Cooperman
President & CEO, New York Urban League, Inc.
Executive Vice President and Chief Financial Officer, AHRC NYC
Chief Executive Officer, Options for Community Living, Inc.
Eleanor "Ellie" Hume
Director, Your Part-Time Controller, LLC
Nonprofit Market Manager, Labyrinth, Inc and Harbor Compliance
H. Aldervan Daly, CRFE
Executive Vice President for Institutional Advancement, Rising Ground
Founder, Roberta Katz Consulting
Owner, Producer, ArchiteX Inc.
Executive Director for the Nonprofit Sector, TriNet
Jodi Warren Esq.
Partner, Capell Barnett Matalon & Schoenfeld
Christopher D. Turner
DIRECTOR OF TRANSACTION SERVICES Denham Wolf
Managing Member & Consulting Practice Leader, CohnReznick Real Estate LLC
Co-Founder, OPEN Impact Real Estate
President/Investment Advisor Representative, Incline Pension Consulting
Alexander K. Buchholz
Partner, PKF O’Connor Davies
Lissa Mariel Southerland
Executive Vice President, Chief Operating Officer, Rising Ground
Vice President & CFO, The Children’s Village
NCPA, CFE, CISA, CRISC, CITP, Risk & Advisory Services, Manager, GRF CPAs & Advisors
Chief Financial and Administrative Officer, StoryCorps
Director of Registration and Fundraising Section, New York State Attorney General’s Charities Bureau
Head of Talent Management & Human Resources, CHILDREN’S AID
Director of U.S. Vision Programs, Helen Keller International
Director of Housing and Real Estate, Chinese-American Planning Council, Inc.
Carlos Alegria, CPA
Senior Manager, BDO FMA
Pamela Mattel, LCSW
President/CEO, CBC/Coordinated Behavioral Care
Executive Director, HealthEfficient
Associate Executive Director (AED), FPWA
Manager of Special Events and Partnership Development, 501(c) Servicese
Adjunct Professor of International and Public Affairs, Columbia University School of International and Public Affairs and Baruch College of The City University of New York
vCIO / Cybersecurity, RoundTable Technology
Andy Widholm, SHRM-CP
Vice President of Sales, ExtensisHR
Regional Director, Mid-Atlantic, Pentegra
Chief Finance Officer/Director of Human Resources, Bedford Stuyvesant New Beginnings Charter School
Acting Director of IT, United Women in Faith
Group Director - Vice President, Signature Bank
Board Chair, EsplanadeFriends
Executive Director/CEO, 82nd Street Academics
Senior Manager, Government & Nonprofit Team, DoorDash
8:00AM - 5:00PM
Emcee Gary Bagley, Adjunct Professor of International and Public Affairs, Columbia University School of International and Public Affairs and Baruch College of The City University of New York
Streamlining Processes, Operations, Finances & Investments through Strategy
Successful organizations use many different tracks of strategy in developing their mission, from organizational to programmatic. Key to this process is developing a focused, purposeful strategy that incorporates systems, resource allocation, data management, finances, and more. This panel will explain how efficient operations and processes can enhance your nonprofit’s administrative efficiency, streamline monetary functions, and create operational stability so you can focus more of your energy on your mission.
Hiring the Best Staff in the New Marketplace: What Works and What Doesn’t
Due to an unprecedented pandemic and a tumultuous economy, now, more than ever, nonprofit leaders must focus on the people of their organization and ensure they are hiring effective employees who can navigate the choppy waters of today. So, what are nonprofits dealing with, and what are potential solutions to the recruiting and retaining difficulties?
Innovation and Technology to Take your Operations to the Next Level
For nonprofits, there is no going back to “normal.” And in many ways, that’s for the better. For many nonprofits pre-pandemic, technology was an afterthought that was too often considered a necessity rather than a benefit. Seemingly overnight, organizations that once saw the digital transformation as a long-term project were implementing, developing, and spending on technology that could keep them connected to their supporters and keep their missions going. The panel will address digital innovation for operations, finance and cyber security, use of apps and mobile growth, future of virtual event production and more.
Special Presentation: Fiduciary Liability for Not-For-Profit Organizations
A retirement savings plan is a “must-have” benefit for nonprofits to attract top talent. But creating and developing a plan can be confusing, especially if you don’t have a specialized finance background. Also, executive leaders have a fiduciary responsibility to manage the plan responsibly or else they could be held personally liable.
Future of Work Navigating Real Estate as a Not-for-Profit
From tragedy and challenge come new ideas, new innovation, and new life. As we consider ways that Covid-19 has disrupted office leasing markets and the workplace experience in 2020 and 2021, exciting opportunities await us in 2022 and beyond. This panel aims to help not-for-profits navigate their real estate decisions and offer insight into ways to save time and money and create the perfect environment for your organization.
What Nonprofits Need to Know About Nonprofit Accounting and Finance
Maintaining the financial health of any nonprofit is a challenge before you factor in the specific aspects of your organization. Keeping up with regulatory changes, managing all sources of funding, tracking organizational costs, and more is demanding, whether nonprofits are handling the single audit or multiple city/state/federal mandates. Our panelists will highlight strategies and resources to help you increase your financial fluency and create systems for efficient financial management..
Strengthening Security for Nonprofits
In October 2021, Governor Hochul announced more than $33 million in funding allowing nonprofits to strengthen the security of their facilities, as well as enhance their overall preparedness. No organization can ever be 100 percent secure, but nonprofits that create a strong security culture—one that actively promotes security awareness and a shared sense of mission around security—are much more likely to avoid many of the most common threats. This panel will address the need to support nonprofits with trauma-informed capacity building to better meet the needs of communities
Optimizing and Developing a Sustainable Board of Directors
The pandemic has transformed many activities in the nonprofit sector. Event plans have been reimagined, fundraising strategies have changed direction, and boards have navigated through many risks and challenges. Creating an optimal board of directors and offering effective board management allows for nonprofits to make a bigger impact. Providing your board with key resources can increase your fundraising efforts, strategic planning, and other mission-based work — especially during a crisis.
Nonprofit Efficiency: Managing Risk, Overhead and Failure
Risk management is a tool that helps nonprofits deal with uncertainty. Leaders of nonprofits must identify and manage risks that threaten their missions and operations, while empowering them to leverage opportunities like the implementation of mandatory electronic filing, and take bold, mission-advancing risks. They must be looking at their overhead expenses as that can be a consideration for donor contribution. It’s also important to consider the importance of customer and vendor relationships and how to balance cost with these valued relationships. Overall the goal to run an efficient nonprofit can be faced with many challenges.
Inclusion is one of the core values of City & State. Our goal is to create a company climate accessible to all, and proactively plan events free of physical, communication and/or other barriers so all individuals may meaningfully participate in our activities and events.
Individuals with disabilities are encouraged to attend City & State sponsored events. If you require a reasonable accommodation in order to participate in this event, please contact Alexis Arsenault at firstname.lastname@example.org or Amanda Cortez at email@example.com.
Please contact us for the full policy.
We require that ALL attendees be vaccinated at least 2 weeks prior to the event and submit to a temperature check upon arrival, to help ensure the safety of all attendees. Please remember to bring a copy or photo of your vaccination card or your Excelsior pass to gain entry. We will space out all attendees in a large room to maintain social distancing. If you have any questions or concerns, please do not hesitate to contact us.
All attendees will be required to provide government-issued photo ID upon entry. Walk-in registrants will be charged an additional fee and will be required to provide credit card payment on-site.
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