2nd Annual Nonprofit OpCon

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2nd Annual Nonprofit OpCon

“Streamlining Processes and Operations for New York Nonprofits”

 

June 9th, 2016

Baruch College 

55 Lexington Ave. (at 24th St.)

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.

 

8:00 -8:30 am Networking & Registration

 

8:30 -9:00 am – Getting to Know the HHS Accelerator 

Since your organization operates in New York City and provides important services to New Yorkers, this session is essential. The HHS Accelerator team will discuss recent initiatives that reinforce the relationship between the City and nonprofit organizations. Learn more about new developments and learn how nonprofits should be using it to prequalify and manage their relationship with the City through Accelerator Financials.

Presented by:

Associate Director, NYC Mayor's Office of Operations - HHS Accelerator

Associate Director, NYC Mayor's Office of Operations - HHS Accelerator

 

9:00-9:45 am Nonprofit Efficiency:  Managing Risk, Overhead and Failure

Risk management is a tool that helps nonprofits deal with uncertainty. An organization ideally reviews its susceptibility to unexpected losses, and then develops strategies either to prevent losses from happening, or to reduce damage and expense when they do.  Factoring into managing risk is trying to understand overhead ratios and what they indicate for an organization’s impact or financial efficiency. And on top of it all, fraud among nonprofit entities has been on the rise or at least rising in the public eye.  Nonprofits with efficient risk management tools in place are far more likely to succeed.

 

Moderator/Panelist:

Chief Executive Officer, LSA Family Health Service, Inc.

Panelists:

Vice President, Carriage Trade Insurance Agency Inc.

Executive Director, East Side House Settlement 

Chief Executive Officer, JMT Consulting

Managing Partner, Mohr Partners, Inc.

 

9:45 – 10:30 am Pressures for, Managing and Leadership in Change

Running a successful nonprofit is difficult enough under the best circumstances, let alone when the organization launches a change in leadership. Yet as we all know, staff turnover, including at the CEO level, is particularly high in the nonprofit sector.  The most important thing nonprofits can do to ensure a successful change in leadership is to have a succession plan in place not just preparing for leader transition, but also ensuring organizational sustainability.  Leaders typically agree that open and frequent communication is very important when facing uncertainty.  It is also crucial to discuss and have a clear plan for the employee hiring process.  Employees, board members, funders, and even constituents must know where the organization stands and what its plans are. 

Moderator

Chief, Charities Bureau at New York State Department of Law 

Panelists:

President, CMS – Sage HRMS

President & Executive Director, Nonprofit Coordinating Committee of New York

Search and Transition Executive, Raffa 

Partner, SaxBST. Director, Fist to Five® Advisors

 

10:30 am Networking/Break 

 

10:50 – 11:35 am Nonprofit Innovation in Real Estate 

Nonprofit budget’s second largest expense is Real Estate. Learn from a full range of sizes of nonprofits their creative solutions to the challenge of finding practical, successful homes for their operations. Assessing the needs and insuring the success of a nonprofit space can be a daunting endeavor, but all over the city, nonprofits, and real estate specialists alike are rising to the occasion. Nonprofit leaders are rethinking their space needs and service delivery to coming up with intelligent ways to use space and negotiating their futures in this competitive landscape. 

Moderator:

Director, Vicus Partners

Panelists:

Founder & President, Drive Change

Director of Development, Lower Eastside Girls Club

Deputy Executive Director, New York Common Pantry

Founding Principal, Vicus Partners

 

11:35am Risk Assessment Strategies & Best Practices for Long Term Sustainability    

When was the last time your organization went through a risk assessment process? A proactive approach towards risk assessment is vital to the future success and long term sustainability of any organization. The panel will discuss the financial, operational and reputational risks that nonprofit organizations face and provide practical cost effective methods to mitigate such risks.

Moderator:

Partner-in-Charge of Attest Services and the Nonprofit and Government Group, Marks Paneth LLP

Panelists:

President and CEO, The Children's Village

Partner, Nonprofit and Government Group, Marks Paneth LLP

Partner, Nonprofit and Government Group, Marks Paneth LLP

 

12:20pm Networking Luncheon 

 

 “New York Nonprofits in the Aftermath of FEGS: A CALL TO ACTION”

Presented by:

Executive Director, Human Services Council

Clinical Professor of Public Service, Director of EMPA Program, New York University

Council Member Chair of the Contracts Committee

 

1:20 – 2:00 pm Special Interactive Session:  Meetings with Impact

Most people say they spend too much time in meetings. But meetings are a necessary part of how work gets done. Whether its managing an internal project or working with volunteers and board members, meetings overall are in need of an upgrade. This session will focus on best practices for planning productive meetings and capturing effective notes so all your meetings are meetings with impact.  

 

Presented by:

Founder & CEO, Meeteor

Change Management Specialist, Meeteor

 

2:00 – 2:45 pm Trade Tips – Navigating through Operations to Create a Successful Nonprofit

Managing operations is crucial to ensure that nonprofits carry out their mission through their assigned programs; having the sufficient resources to achieve successful results. This session will focus on the following: Maintaining good Governance between Management and Board; maximizing both Government and private Funding through effective cost reporting and effective fundraising campaigns, utilizing volunteers effectively in both program and administrative functions, cultivate and maintain good working relationships with policymakers, evaluate competition, and adhere to budget vs actual revenue and expense levels. The panel will answer questions from participants on key management issues. 

Moderator:

Director of the Center for Nonprofit Strategy and Management, School of Public Affairs at Baruch College 

Panelists:

Chief Strategy and Program Officer, Federation of Protestant Welfare Agencies 

Partner, Kostelanetz & Fink, LLP 

Senior Vice President for Arts & Culture , National Executive Service Corps 

Partner, WeiserMazars LLP

 

2:45 – 3:30 pm What are the latest technological tools for streamlining processes?

Innovation through technology is within the reach and cost effective to most nonprofits. It’s  not just about the technology, but what technology can do to help operate a nonprofit better, stretch dollars further, and make a bigger difference in the community. This session will also address how to prepare to truly leverage free technology — from what questions to ask of technology providers to who should be involved in choosing the technology and helping implement it. Instead of seeing the process of choosing technology as a scary process, this session will empower you to choose the right tools for your organization.   

 

Moderator:

Founder/President/CEO, The Global STEAM Initiative, Inc.

Panelists:

Senior Project Manager, Center for Court Innovation

Associate Executive Director for Program Operations, Independence Residences, Inc.

Director of Social Impact, Netsuite

Chief Operating Officer, Turkish Philanthropy Funds

 

3:30pm Networking/Break

 

3:50 – 4:35 pm Finance strategies – best practices

Nonprofit leaders need to develop at least basic skills in financial management. These skills begin with critical areas of cash management and bookkeeping, which should be done according to certain financial controls to ensure integrity in the bookkeeping process. Leaders also need to perform financial analysis which helps show the "reality" of the situation of a business.  They work with banks for cash management tools that streamline financial reporting and accelerate collections and provide cost-effective liquidity management options.

 

Moderator:

Senior Relationship Manager, BankUnited 

Panelists:

Senior Consultant, Accounting Management Solutions

Chief Financial Officer, AHRC New York City

National Assurance – Director, BDO

Director, Expense Reduction Analysts

 

4:35 – 5:25 pm Efficiently reporting outcome instead of output

An output describes what your organization does, whereas an outcome explains changes that have taken place because of your organization’s work. Too often nonprofits are only measuring outputs and they think they are doing enough, however understanding your outcomes will inspire positive change and advancement.  Outcomes need to be expressed quantitatively, showing how performance changes over time. This means it’s imperative to define and measure your outcomes prior to implementing your programs so that over time you can demonstrate the true impact.

 

Moderator:

Executive Director, United Neighborhood Houses 

Panelists:

Chief Operating Officer, Anderson Center for Autism 

Advancement Services Specialist, City University of New York (CUNY) School of Law 

Founder & CEO, Elevate 

VP, Organizational and Community Development, New York Council of Nonprofits (NYCON)

 

5:25pm Closing Announcements, Raffle Winners & End of Conference

 

Thank you so much to all of our generous 2016 sponsors:

 

Sponsorship and exhibitor opportunities are also available. If you are interested, please contact Lissa Blake at 646-517-2741 or lblake@cityandstateny.com.   For more information, please contact Alexis Arsenault at aarsenault@nynmedia.com

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