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    After eight successful years in New York City, New York Nonprofit Media is partnering with Nonprofit Westchester to bring Nonprofit OpCon to Westchester! Join us for an event focused on streamlining processes and operations for nonprofits in Westchester. How can you 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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    Speakers

     

    George Latimer
    Westchester County Executive

    Keynote Speaker

     

    Jan Fisher
    Executive Director, Nonprofit Westchester

     

    Damyn Kelly
    President & Chief Executive Officer, Lutheran Social Services of New York

     

    Michelle A. Nicholas

    SVP, Chief Diversity Officer and Director of Community Development, PCSB Bank

     

    Alexander K. Buchholz
    Partner, PKF O'Connor Davies, LLP

     

    Elizabeth Bracken-Thompson
    Partner, Thompson Bender

     

    Jacqueline Tiso
    CEO, JMT Consulting

     

    Michael S. Goldstein
    Founder, Foster Teen Employment Network

     

    Roberta Katz
    Nonprofit Finance Consultant, Roberta Katz Consulting

     

    Keith Mulvihill
    Vice President – Nonprofit Organizations, Lockton Companies, LLC

     

    Anthony Justic
    Managing Partner, Maier Markey & Justic

     

    James D. Schutzer
    Senior Partner, JDM Benefits, an Alera Group Company

     

    Tom Gabriel
    President & CEO, United Way of Westchester and Putnam

     

    Richard Nightingale
    President & CEO, Westhab, Inc.

     

    Anahaita N. Kotval
    Chief Executive Officer, Lifting Up Westchester

     

    Chuck Newman
    President and Managing Partner, Charles Newman Co.

     

    Carola Bracco
    Executive Director, Neighbor's Link

     

    Meg Kaufer
    President, STEM Alliance

     

    Ron Abad
    Chief Executive Officer, Community Housing Innovations, Inc.

     

    Heath I. Bloch
    President and Chief Executive Officer, ANDRUS

     

    Jeanette Gisbert
    Executive Director, Volunteer NY!

     

    Allison Lake
    Executive Director, Westchester Children’s Association

     

    Lara Kasper-Buckareff
    Chief Operating Officer/Attorney-at-Law, Legal Services of the Hudson Valley

     

    Rinku Bhattacharya
    Chief Financial Officer, Lutheran Social Services of NY

     

    Joan Grangenois-Thomas
    Principal, JGT Public Relations

     

    David Collins
    Chief Program Officer, The Children’s Village

     

    Jessica Scheer
    Senior Affiliate, Cause Effective

    Andrea S. Kantor
    Managing Director, Not-For-Profit Banking, Webster Bank

     

    Jodi Warren
    Partner, Capell Barnett Matalon & Schoenfeld

     

    Erica Martinson
    Property & Casualty Team Leader, Brown & Brown of NY Insurance Agency

     

    Craig Ruoff
    Executive Managing Director, Colliers

     

    Joanne Dunn
    Executive Director, Youth Shelter Program of Westchester, Inc.

     

    Sarah Olivieri, MPS
    Nonprofit Business Strategist, PivotGround

     

    Kim Snyder
    VP of Data Strategy, Roundtable Technology

     

    Hillary Millman
    Executive Director, Association of Development Officers

     

    Angelo Caliente
    Enterprise Sales Executive, Paylocity

     

    Susan W. Fox, PhD
    President & CEO, Westchester Institute on Human Development (WIHD)

     

    Alyzza C. Ozer
    CEO, The Boys & Girls Club of Northern Westchester

     

    Matthew Saidman
    Vice President, Mutual of America

     

    Details

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    Time

    8:00 AM - 5:00PM EST

    Date

    November 9, 2022 at Reid Castle at Manhattanville College, 2900 Purchase St., Purchase, NY 10577

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    Agenda

     
     

    8:00 AM

    Breakfast and Registration

    8:45 AM

    Welcome and Opening Remarks By Emcee Jan Fisher, Executive Director, Nonprofit Westchester

    8:55 AM Keynote Remarks by George Latimer, Westchester County Executive

    9:15 AM

    Strategic Streamlining to Advance Effective Nonprofit Operations

    Successful organizations use many different strategic tracks to advance their mission. Key to this process is developing a coordinated focused, purposeful strategy that incorporates systems, implementing payroll systems, including resource allocation, data management, finance, investments, HR and more. This panel will explain how efficient operations and processes can enhance your nonprofit’s administrative efficiency, streamline monetary functions, and create a strong operational infrastructure that augments your mission.

    • Tom Gabriel, President & CEO, United Way of Westchester and Putnam (Moderator)
    • Chuck Newman, President and Managing Partner, Charles Newman Co.
    • Joanne Dunn, Executive Director, Youth Shelter Program of Westchester, Inc.
    • Ron Abad, Chief Executive Officer, Community Housing Innovations, Inc.
    • Roberta Katz, Nonprofit Finance Consultant, Roberta Katz Consulting
    • Angelo Calient, Enterprise Sales Executive, Paylocity

    10:05 AM

    Refreshment Break

    10:20 AM

    What Nonprofits Need to Know About Nonprofit Accounting and Finance

    Nonprofit financial management is complicated! Keeping up with regulatory changes, managing all sources of funding, tracking organizational costs, and more is often demanding, yet there are key approaches to nonprofit financial management that strengthen nonprofits of all sizes. Our panelists will highlight strategies and resources to help you increase your financial fluency and create systems for efficient financial management.

    • Anahaita N. Kotval, Chief Executive Officer, Lifting Up Westchester (Moderator)
    • Rinku Bhattacharya, Chief Financial Officer, Lutheran Social Services of New York
    • Anthony Justic, Managing Partner, Maier Markey & Justic LLP
    • Alexander K. Buchholz, Partner, PKF O'Connor Davies, LLP
    • Jacqueline Tiso, CEO, JMT Consulting
    • Andrea S. Kantor, Managing Director, Not-For-Profit Banking, Webster Bank

    11:15 AM

    Risk Management and Scenario Planning: Lessons Learned from COVID-19

    Proactive Risk management and scenario planning is essential for nonprofits as they plan for uncertainty and seek to protect their organizations and staff. Leaders of nonprofits must identify and manage risks that threaten their missions and operations, while empowering them to leverage opportunities and take bold, mission-advancing risks. This session is ideal for nonprofit leaders who want to broaden their perspectives on risk management, learn practical strategies for identifying and managing risk and bring risk resources and know-how back to their mission-driven organizations. Do you have plans and procedures in place for when these things happen? Learn how to use a risk management approach and techniques to identify, assess and control threats to the organization’s financial viability.

    • Allison Lake, Executive Director, Westchester Children's Association (Moderator)
    • Carola Bracco, Executive Director, Neighbors Link
    • Meg Kaufer, President, STEM Alliance
    • Erica Martinson, Property & Casualty Team Leader, Brown & Brown of NY Insurance Agency

    12:10 PM

    Luncheon

    1:05 PM

    Marketing, Communications & Resource Development

    So much success in nonprofit communication and strategy comes from telling great stories - a tactic that the nonprofit sector uses to create emotional connections with their audience. This, in turn, makes their audience more likely to take action, such as donate, volunteer, or spread the word. . When struggles arise (like a global pandemic) it’s often difficult to navigate them both professionally and emotionally. Use storytelling; data, facts and outcomes; strategic marketing and communications; and social media to flip the script to communicate your success. Get on track to connect deeper with your clients, establish long-term relationships, and do the work to advance your mission.

    • Joan Grangenois-Thomas, Principal, JGT Public Relations (Moderator)
    • Alyzza C. Ozer, CEO, The Boys & Girls Club of Northern Westchester
    • Michael S. Goldstein, Founder, Foster Teen Employment Network
    • Elizabeth Bracken-Thompson, Partner, Thompson Bender
    • Hillary Millman, Executive Director, Association of Development Officers

    2:00 PM

    Building the Health, Wealth and Sustainability of the Nonprofit Workforce

    What does the Future of Work look like for nonprofits? Topics will include returning to the office versus remote work options, how has the workforce changed, investing in the workplace strategies to attract and retain employees, how to build sustainable nonprofits, health insurance, 403B plans, work life balance and more. And finally, 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.  Proactive real estate planning whether renewing, renegotiating or relocating increases leverage and helps nonprofits save money.

    • Richard Nightingale, President & CEO, Westhab, Inc. (Moderator)
    • David Collins, Chief Program Officer, The Children's Village
    • Keith Mulvihill, Vice President – Nonprofit Organizations, Lockton Companies, LLC
    • Craig Ruoff, Executive Managing Director, Colliers
    • James D. Schutzer, Senior Partner, JDM Benefits, an Alera Group Company
    • Matthew Saidman, VP, Mutual of America
    • Jodi Warren, Partner, Capell Barnett Matalon & Schoenfeld 

    2:55 PM

    Refreshment Break

    3:10 PM

    Developing a Strong, Impactful and Sustainable Board of Directors

    Creating an optimal board of directors, recognizing and addressing the critical importance and benefits of racial diversity and inclusion on your board and offering effective board management allows for nonprofits to make a bigger impact. Providing your board with key resources can increase resource development, program impact, strategic planning, and other mission-based work.

    • Jeanette Gisbert, Executive Director, Volunteer NY! (Moderator)
    • Damyn Kelly, President & CEO, Lutheran Social Services of New York
    • Sarah Olivieri, MPS, Nonprofit Business Strategist, PivotGround
    • Michelle A. Nicholas, SVP, Chief Diversity Officer and Director of Community Development,, PCSB Bank

    4:05 PM

    Innovation and Technology to Take your Operations to the Next Level

    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 investing in technology. They learned that this could keep them connected to their supporters, support their missions, and keep them safe and cutting-edge. The panel will address digital innovation for operations and finance, use of apps and mobile growth, future of virtual event production and security issues.

    • Susan W. Fox, PhD, President & CEO, Westchester Institute on Human Development (WIHD) (Moderator)
    • Lara Kasper-Buckareff, Chief Operating Officer/Attorney-at-Law, Legal Services of the Hudson Valley
    • Heath I. Bloch, President and Chief Executive Officer, ANDRUS
    • Jessica Scheer, Senior Affiliate, Cause Effective
    • Kim Snyder, VP of Data Strategy, Roundtable Technology

    5:00 PM

    Sessions Conclude

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    Sponsors

     

    PLATINUM


     

    GOLD


     

    SILVER


    PivotGround
     

    BRONZE


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    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 aarsenault@cityandstateny.com or Amanda Cortez at acortez@cityandstateny.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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