Nonprofit OpCon


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

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.


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.



Director of Development, A Blade of Grass

TBA, Denham Wolf

President, Council of Urban Real Estate (CURE)


11:20am Special Featured Session    

Marks Paneth


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, National Dance Institute

Executive Vice President, National Executive Service Corps

Managing Partner, YH ADVISORS


12:30pm Luncheon


1:30pm Special Featured Session: 

Your Part Time Controller


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, strategic planning and learning tips for enacting good governance in your nonprofit. 



Senior Director of Finance & Administration, Upwardly Global (moderator)

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

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.



Special Policy Advisor, Anderson Center for Autism (moderator)

Executive Director, Directions for our Youth

Chief Executive Officer, The Joel Paul Group

Search and Transition Executive, 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)

Principal, Carriage Trade Insurance Agency, Inc.

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

CEO, Little Flower Children and Family Services of New York 

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



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  


For information on programming and speaking please reach out to Lissa Blake at 646 517 2741 or  


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