3rd Annual Nonprofit OpCon:
“Streamlining Processes and Operations for New York Nonprofits”
June 15, 2017 – Hebrew Union College, 1 West 4th Street, Manhattan
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.
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.
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.
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.
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.
Executive Director Options for Community Living, Inc (moderator)
Member, Caplin & Drysdale
Executive Director, National Dance Institute
President, National Executive Service Corps
Managing Partner, YH ADVISORS
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.
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
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.
Board of Directors, Business Initiative Corporation of New York & Board Member, Mercy Center (moderator)
Assurance Director, BDO
Partner, 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.
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.
4:20pm 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.
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
For information on sponsoring and exhibiting please reach out to Kelly Murphy at 917 952 4994 or firstname.lastname@example.org.
For information on programming and speaking please reach out to Lissa Blake at 646 517 2741 or email@example.com.