Nonprofit OpCon

By

3rd Annual Nonprofit OpCon:

“Streamlining Processes and Operations for New York Nonprofits”

 

June 15, 2017 – Hebrew Union College, 1 West 4th Street, Manhattan

 RSVP HERE

On Thursday, June 15th, New York Nonprofit Media hosts the 3rd annual Nonprofit OpCon, convening New York’s leaders in nonprofits to share information and educate one another on best practices for streamlining operations, including automating internal systems, grant tracking capabilities, finance strategies, cloud security and more.

 

The event will be held at:

Hebrew Union College - Jewish Institute of Religion

1 West 4th Street

8:00 am – 5:00 pm


8:00 -8:30 am Networking & Registration

 

8:30 am – Special Featured Session

 

9:00 am Optimizing and Developing a Sustainable Board of Directors

Shifting from the concept phase to the reality of creating an effective yet strategic board takes focusesd action and determination. This session will address the steps of building and assessing the board of directors. Using real scenarios and recent leadership data, it will discuss techniques used when developing a board of directors, re-inventing a current board, and delivering boards that work, develop and last.

 

Panelists:

Executive Director, NYC Hospitality Alliance (moderator)

Academic Director, Center for Nonprofit Strategy and Management, Austin W. Marxe School of Public Affairs Baruch College

Senior Partner, Loeb & Troper

Partner, Sax LLP

Executive Director/CEO, VISIONS/Services for the Blind and Visually Impaired

 

9:40 am Integrating the right technology needed to take your operations to the next level

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. 

 

Panelists:

‎Senior Project Manager, Center for Court Innovation (moderator)

Director of Patient Services, Achievement for Disabled Youth

Vice President of Health Homes, Housing Works, Inc.

CEO and Founder, JMT Consulting Group

Chief Financial & Technology Officer, Lamb Financial Group

 

10:20 am Networking/Break

 

10:40 am Assessing the real estate process – what are the current trends?

When an organization evaluates its real estate, it must also take a close look at its mission. Predicting the growth of an entity is a difficult exercise and requires an in-depth understanding of an organization’s goals. Although it may be difficult to validate investing in real-estate, time and money initially spent should be worth the expense in the end. Many nonprofits rely on pro-bono real-estate advice, sometimes from members of their boards of directors or friends who have some real-estate experience.

 

Panelists:

Vice President, Vicus Partners (moderator)

Director of Development, A Blade of Grass

Co-Founder, Denham Wolf

President, Council of Urban Real Estate (CURE)

TBA, Vicus Partners

 

11:20am Form 990: Understanding triggers and the IRS examination process    

Understanding your organization’s Form 990 and underlying IRS examination “triggers” throughout the document is of the utmost importance in achieving your organization’s compliance objectives. You may ask, what is a trigger? A trigger is either an activity, or something reported and/or omitted, on Form 990 that would increase the chances of being selected for an IRS examination.

This session will serve as a roadmap to understanding various key sections of Form 990 and identifying potential triggers for your organization. In addition, it will equip you with the tools necessary to lessen the odds of an IRS examination. The panel will also provide insight into the examination process and discuss “red flags” to look for in Form 990. 


Panelists:

Co-Partner-in-Charge, Nonprofit, Government & Healthcare Group, Marks Paneth LLP (moderator)

Tax Director, Exempt Organizations, Nonprofit, Government & Healthcare Group, Marks Paneth LLP

Tax Director, Exempt Organizations, Nonprofit, Government & Healthcare Group, Marks Paneth LLP (Previous IRS Exempt Organization Program Manager)

 

11:50am Self-Regulation And Transparency Of Nonprofits

Media attention to nonprofit sector scandals in recent years has increased the sector’s discussion about regulation, self-regulation and transparency.  What should be done in terms of self-regulation and transparency that could both prevent similar scandals and prevent unwanted and possibly over-reaching new legislation?  How do you best report financials to different audiences?  The panel highlights things your organization can do to prepare for and meet its annual compliance and accounting requirements.

Panelists:

Executive Director Options for Community Living, Inc (moderator)

Member, Caplin & Drysdale

Senior Policy Analyst, Human Services Council of New York

Executive Director, National Dance Institute

President, National Executive Service Corps

Managing Partner, YH ADVISORS

 

12:30pm Luncheon

 

1:30pm Special Featured Session:  Jump Start Your Accounting Department! A Survey of Best Practices.  

Your Part-Time Controller, the non-profit accounting specialists since 1993, presents this interactive session with live polling and results of audience members’ current accounting procedures. We will discuss best practices for financial management and efficient accounting processes. You will come away from this lively session with a better understanding of the key elements of a highly functioning accounting department.


Presenters:

Partner, Your Part-Time Controller, LLC

Senior Manager, Your Part-Time Controller, LLC

Manager, Your Part-Time Controller, LLC

 

2:00pm Finance strategies:  gathering and presenting financial data in a meaningful way

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. This panel will also address something equally important called “the human sides of budgets” which discusses how being aggressive, conservative or other choices impact budgets and their results

 

Panelists:

Chief Financial Officer, AHRC New York City (moderator)

Senior Consultant, AMS/CLA 

Senior Vice President, BankUnited

Director of Finance & Administration, Hunger Free America

Director of Operations and Finance, IMPACCT Brooklyn

CEO and Founder, JMT Consulting Group


2:40pm Implementing realistic governance solutions

Good governance is and will remain a constant challenge facing organizational leaders and the nonprofit community. Focusing on best practices for executing realistic governance solutions is key to a nonprofit’s success. The session will discuss important governance topics including - revising the application process of board and/or committee members; orientation of new team members, employment laws and issues; strategic planning and learning tips for enacting good governance in your nonprofit. 

 

Panelists:

Board of Directors, Business Initiative Corporation of New York & Board Member, Mercy Center  (moderator)

Assurance Director, BDO 

Partner, Head of Employment Law practice, Perlman & Perlman

Executive Director, Support Center│Partnership in Philanthropy

Chief Operating Officer, Youth Communication

 

3:20 pm Networking/Break

 

3:40pm Human Resource and Leadership Transition Challenges

A change in leadership is a pivotal moment in the life of a nonprofit organization. Handled well, a successful leadership transition can strengthen and move an organization forward. With a carefully designed and managed transition process, the departure of an executive director is an opportunity for the organization to reflect on its mission and vision and to think creatively about its leadership needs.

 

Panelists:

Retired CEO, Anderson Center for Autism (moderator)

Executive Director, Directions for our Youth

Chief Executive Officer, The Joel Paul Group

Managing Director of Search, Transition & Planning Services, Raffa, P.C.

Chief Executive Officer, St. Christopher's, Inc.

Sr. Associate of Compliance, Trinet

 

4:20pm Nonprofit Efficiency:  Managing Risk, Overhead and Challenges

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.

 

Panelists:

Director, Operations, Common Impact (moderator)

Partner-in-Charge of the New York City Office & Not-for-Profit Practice Leader, Grassi & Co.

CEO and Founder, Lamb Financial Group

CEO, Little Flower Children and Family Services of New York 

Chief, Charities Bureau, New York State Department of Law - Attorney General’s Office

Founding Partner, Partners for Nonprofits 

 

 

5:15pm Closing Announcements, Raffle Winners & End of Conference


Thank you so much to our generous sponsors

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For information on sponsoring and exhibiting please reach out to Kelly Murphy at 917 952 4994 or kmurphy@cityandstateny.com.  

RSVP HERE

For information on programming and speaking please reach out to Lissa Blake at 646 517 2741 or lblake@cityandstateny.com.  

 

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