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NYN Boardcon
 

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. 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. New York Nonprofit Media will attempt to host “Nonprofit BoardCon” in person, bringing together Executive Leadership and Board Members from nonprofits across New York to learn how collaboration between board and staff is essential amid the pandemic and going forward into the new normal.

For more details call Lissa Blake at 646 517 2741 or email lblake@cityandstateny.com for more information.

CLICK HERE TO VIEW PHOTOS FROM THE CONFERENCE.

 

Speakers

 

Nancy D. Miller
Executive Director/CEO, VISIONS/Services for the Blind and Visually Impaired

 

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

 

Amy West
Executive Vice President and Chief Financial Officer, AHRC NYC

 

Surjit Chana
Chairman of the Board, Care for the Homeless

 

Jim Norton, CPA
Senior Manager, Accounting Technology Services, GRF CPA's & Advisors

 

Eleanor "Ellie" Hume
Director, Your Part-Time Controller, LLC

 

Jennifer Jones Austin
Chief Executive Officer and Executive Director, Federation of Protestant Welfare Agencies

 

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

 

Michelle Yanche
Executive Director, Good Shepherd Services

 

Karin Kunstler Goldman
Deputy Bureau Chief, Charities Bureau, New York State Attorney General's Office

 

Wayne Ho
President & CEO, Chinese-American Planning Council

 

Stanley Capela
Corporate Compliance Officer, HeartShare Human Services

 

Jennifer Krueger
Strategic Projects Manager, United Methodist Women

 

Roberta Katz
Nonprofit Finance Consultant, Roberta Katz Consulting

 

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

 

David Harris
Interim Executive Solutions

 

Judy Levine
Executive Director, Cause Effective

 

Hope Goldstein
Partner‑in‑Charge, Nonprofit, Government & Healthcare Group, CBIZ Marks Paneth

 

Rabbi Josh Joseph, Ed.D.
Executive Vice President and Chief Operating Officer, Orthodox Union

 

Jan Fisher
Executive Director, Nonprofit Westchester (NPW)

 

Maurice K. Segall
Director, New York and Fairfield County, CT, Program, Pro Bono Partnership

 

Linda Santinoceto
Executive Director Nonprofit Sector, TriNet

 

Lewis Zuchman
Executive Director, SCAN-Harbor, Inc.

 

Sharon Cody
Nonprofit Market Manager, Labyrinth, Inc and Harbor Compliance

 

Sharmila Rao Thakkar
MPH, MPA, Philanthropy and Nonprofit Consultant, SRT Advising & Consulting

 

Kate Krug
Executive Vice President, Nontraditional Employment for Women (NEW)

 

Scott Short
CEO, RiseBoro Community Partnership

 

Rebecca Sanborn, J.D.
President, Sanborn Corporate Training Solutions, LLC

 

Miguel Guadalupe
Director of Donor and Community Engagement, Bowery Residents’ Committee (BRC)

 

Adam M. Doyno, MPA, CFRE
Founding Executive Director, CUNY School of Public Health Foundation

 

Marcella McKoy
Human Resources Professional and Chairperson of the Culture Committee, Graham Windham

 

James Mann
Vice Chair and Chair of Nominating and Governance Committee, Children's Village

 

Jill Krumholz
Managing Partner, RealHR Solutions

 

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

 

Alexander K. Buchholz
Partner, PKF O’Connor Davies

 

Irene Branche
Chief Development and Evaluation Officer, The Hope Program

 

David Samuels
Partner, Perlman & Perlman

 

John Harrison
Chief Executive Officer, Community Mediation Services (CMS)

 

David G. Greenfield
Chief Executive Officer, Met Council

 

Wanda Matos
Vice President, Director of Non Profit Services, Ponce Bank

 

Michael Lamberg
National Sales Director, Lamb Insurance

 

Details

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Agenda

 
 

8:00 AM

Breakfast and Registration

8:30 AM

Welcome and Opening Remarks By Emcee David Greenfield, Chief Executive Officer, Met Council

8:35 AM

Board Responsibilities & Training 101

One of the fundamental challenges that far too many board members and boards have is that they don’t have a strong understanding of their roles and responsibilities. And how has the important changes that have taken place during the pandemic change the roles of nonprofit boards and executives. This lack of understanding of what is or isn’t a part of the board’s necessary roles can lead to a whole host of dysfunctions, such as micromanagement, rogue decision-making, lack of engagement, and more. Learn the do’s and don’ts of being on a board.

  • Marcella McKoy, Human Resources Professional and Chairperson of the Culture Committee, Graham Windham (moderator)
  • Kate Krug, Executive Vice President, Nontraditional Employment for Women
  • Nancy Miller, Executive Director/CEO, VISIONS/Services for the Blind and Visually Impaired
  • John Eusanio, Partner & Not-for-Profit Practice Leader, Citrin Cooperman
  • Roberta Katz, Nonprofit Finance Consultant, Roberta Katz Consulting

9:25 AM

Essential Financial Tools and Documents for the Staff and Board

Nonprofit boards need up-to-date financial information to make informed decisions. Through effective financial oversight, the board assures the public-at-large that all resources and benefits received are used to support the nonprofit’s mission. Some of the following are important strategies to jumpstart financial oversight capacity: have an active finance committee, provide financial policies document, support the auditing team if needed, review financial statements, and financial training for board members.

  • Amy West, Executive Vice President And Chief Financial Officer, AHRC NYC (moderator)
  • Irene Branche, Chief Development and Evaluation Officer, The Hope Program
  • Jim Norton, CPA, Senior Manager, Accounting Technology Services, GRF CPA's & Advisors
  • Eleanor "Ellie" Hume, Director, Your Part-Time Controller, LLC
  • Keith Mulvihill, Vice President – Nonprofit Organizations, Lockton Companies, LLC
  • Wanda Matos Taveras, Vice President, Director of Non-Profit Services, Ponce Bank

10:15 AM

Refreshment Break

10:30 AM

Introductory Video By Rebecca Sanborn, President, Sanborn Corporate Training Solutions, LLC

Diversity and Inclusion in the Boardroom

Diversity, equity, and inclusion (DEI) play important roles in the nonprofit boardroom. The integration of diversity, equity, and inclusion with board leadership can look like many different practices across assessment, recruitment, and retention – and beyond. It is essential to engage the board in training and conversations around the value of practicing diversity, equity, and inclusion. It also becomes necessary to evaluate board recruitment strategies and processes, such as by proactively seeking out new networks to include individuals outside of your immediate circles.

  • Jennifer Jones Austin, Chief Executive Officer and Executive Director, Federation of Protestant Welfare Agencies (moderator)
  • John Harrison, Chief Executive Officer, Community Mediation Services, Inc.
  • James E. Mann, Board of Directors The Children's Village
  • Surjit Chana, Chairman of the Board, Care for the Homeless

11:20 AM

Creating an Engaged Board while Recruiting and Retaining Multi-Generational Board Leaders

An engaged board is a forward-thinking and cooperative team that works together to put its expertise to use. Engaged board members feel motivated to work between their scheduled meetings, collaborate to overcome challenges, and develop creative plans to fulfill their mission. What’s more is that today’s nonprofit organizations often have members from at least three generations competing for influence and attention. What is the best way to come together and keep all age groups interested and engaged? What is the best way to motivate them to do everything in their power to reach and even exceed the nonprofit’s objectives.

  • Judy Levine, Executive Director, Cause Effective (moderator)
  • Stanley Capela, Corporate Compliance Officer. HeartShare Human Services of New York
  • Miguel Guadalupe, Director of Donor and Community Engagement, BRC
  • Scott Short, CEO, RiseBoro Community Partnership
  • H. Aldervan Daly, Executive Vice President, Institutional Advancement, Rising Ground

12:10 PM

Lunch

1:10 PM

Board Governance and Liability

Board members have a financial responsibility to drive the organization towards a sustainable future by adopting sound, ethical, and legal governance and financial management policies, as well as by making sure the nonprofit has enough resources to advance its mission. Board members also play very important roles providing guidance to nonprofits by contributing to the organization’s culture and diversity initiatives, strategic focus, effectiveness, and financial sustainability, as well as serving as ambassadors and advocates. Beyond fulfilling legal duties, board members are extremely important resources for the organization.

  • Michelle Yanche , Executive Director of Good Shepherd Services (moderator)
  • Karin Kunstler Goldman, Deputy Bureau Chief, New York State Attorney General's Charities Bureau
  • Wayne Ho, President & CEO, Chinese-American Planning Council, Inc.
  • Sharon Cody, Nonprofit Market Manager, Labyrinth, Inc and Harbor Compliance
  • David Samuels, Partner, Perlman & Perlman

2:00 PM

Accounting, Finance & Auditing: How Board Members and Nonprofit Executives work together

The long-term success of a nonprofit depends heavily on the board of directors. These are the people who establish the mission, set goals, hire executives, and ultimately are responsible for the financial stability of the organization. As part of its fiduciary responsibilities to the nonprofit, the board is responsible for oversight of the nonprofit’s accounting functions and the performance of the independent auditor if one is hired. How can you set up your board for success in terms of financial oversight and proper auditing functions?

  • Jeremy Christopher Kohomban, President and Chief Executive Officer, The Children's Village (moderator)
  • Adam M. Doyno, FoundingExecutive Director, CUNY School of Public Health Foundation
  • Alexander Buchholz, Partner, PKF O'Connor Davies LLP
  • Hope Goldstein, Partner‑in‑Charge, Nonprofit, Government & Healthcare Group, Marks Paneth LLP
  • Michael Lamberg, National Sales Director, Lamb Insurance

2:50 PM

Refreshment Break

3:05 PM

Succession, Transition and Mergers Planning: Finance, Operations and Strategy

Change at the executive level — whether planned or sudden — requires the board to provide strong leadership and direction as it contemplates what the organization needs from its next leader. Successfully managing the departure of an executive and the recruitment, hiring, and installation of a new executive is a complicated process that typically requires months of work in addition to a reword of financial planning and operational strategies. This also applies to merger activity for nonprofits where often the most successful have a pre-organized succession plan for top leadership.

  • Allison J. Nickerson, CEO, LiveOn NY (moderator)
  • Lew Zuchman, Executive Director, SCAN-Harbor
  • Jenn Krueger, Strategic Project Manager, United Methodist Women
  • David Harris, Managing Partner, Interim Executive Solutions
  • Jill Krumholz, Managing Partner, Real HR Solutions

3:55 PM

The Partnership Between your Board and your Staff: Maximizing Time to Increase Impact

The dynamics of the board-executive partnership has a strong effect on the health and sustainability of an organization. Board members and executives have different roles, and the balance of power helps them to get the work of the organization done. The relationship between the board and the executives requires recognizing and appreciating each other’s position within the organization. When both teams are working together like this it maximizes the impact of the nonprofit.

  • Sharmila Rao Thakkar, Executive Director, Staten Island Not For Profit Association (moderator)
  • Jan Fisher, Executive Director, Nonprofit Westchester
  • Maurice K. Segall, Director, New York and Fairfield County, CT, Program, Pro Bono Partnership
  • Rabbi Josh Joseph, Ed.D., Executive Vice President and Chief Operating Officer, Orthodox Union

4:45 PM

Sessions Conclude

 

Sponsors

 

GOLD


GRF 40 Years
Interim Exec
Your Part Time Controller
 

SILVER


Citrin Cooperman
Lockton
Robert Katz Consulting
Orthodox Union
Real HR Solutions
Sanborn Solutions LLC
Ponce Bank
Marks Paneth
PFK O'Connor Davies
Lamb Insurance Services
Perlman and Perlman
Harbor Compliance and Labyrinth, Inc.
 

BRONZE


Extensis HR
BKD
Lincoln IT
 

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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