2019 Nonprofit Checkup

September 12, 2019  
Conference
United Federation of Teachers, Shanker Hall
52 Broadway, 2nd Floor, New York, NY 10004
Thursday
8:00AM - 5:30PM
Implementing Tools to Best Serve Your Nonprofit
Event Description

On Thursday September 12th, New York Nonprofit Media will host the second annual Nonprofit Check Up bringing together top-level Board Members and Executive Leadership from nonprofits across New York to discuss everything from good management, to efficient operations, to fundraising while carrying out your mission, to effective programs, systems and technology.

The event will be held at:

UFT Shanker Hall, 52 Broadway, Manhattan

Agenda
8:00am

Networking & Registration

8:30am

Welcome and Opening Remarks

8:45am

Becoming a More Efficient Board and Managing Governance Functions at your Nonprofit

A board has a basic, legal responsibility to provide oversight and accountability for the organization. The relationship between a nonprofit’s board and its staff is so important that it can make or break an organization. The panel will address how to promote a good, comforting work environment with an efficient management style, while working with a Board to oversee leadership transition, make the hard calls, shift practices, and do what it takes to get to good governance.

Director, The Tamer Center for Social Enterprise, Columbia Business School (moderator)

Executive Director, NYC Children’s Theater

Co-Founder and Executive Director, Legal Outreach

9:35am

Nonprofit Communications: Telling Your Story, Building Relationships and Measuring Impact

It’s a challenge to maximize the good work a nonprofit does if they don’t know how to clearly communicate. From effectively telling an organization’s story and conveying the impact of their work, to building relationships with supporters and other brands alike, this discussion will explore how nonprofits can utilize limited resources to create the most effective messaging possible.

Communications Manager, Cornell Cooperative Extension Rockland County (moderator)

Vice President Communications, Multiplying Good

President, Group Gordon

President, Public Relations Society of America, New York Chapter

President, Group Gordon

Vice President, SMarketing – RKD Group

10:25am

Networking/Break

10:45am

Special Presentation Tell Tale Signs:  Recognizing the Red Flags of Employee Fraud

Presented by:

Partner, Audit & Assurance, Tate & Tryon

Senior Manager, Audit & Assurance, Tate & Tryon

11:15am

Importance of Financial Health to Successfully Fulfill Missions

Nonprofit leaders have a difficult obligation to continuously balance money and mission, while collecting and sharing data on social media and financial performance.  How can nonprofit executives, funders, and advisors identify what matters most when reviewing finances? What are some trends and indicators that can direct them through an overwhelming amount of data and help assess true financial health?

Executive Vice President & Chief Financial Officer, AHRC NYC (moderator)

Interim Chief Financial / Operating Officer, SAGE

Senior Vice President/Group Head Healthcare, Education & Not-For-Profit, IDB Bank

Assurance Manager, Greater New York Not-For-Profit & Healthcare Industry Group, BDO USA, LLP

Regional Sales Director, First Nonprofit

Producer, Lockton Companies

Founder and Managing Partner, NCheng LLP

12:00pm

How Technology Can Help Nonprofits Run More Efficiently

Because of budgets and funding it appears that all nonprofits need automated systems, strong financial practices, smart real estate strategies and multiple grant tracking capabilities.  This session will bring together top-level executives from nonprofits across New York to discuss how to streamline operations processes, how to set up automated campaigns for renewal, appeal, sustainer, and acquisition campaigns and how to make smart choices that affect the day to day and year to year of nonprofit institutions.

Director, AJC NY (moderator)

Information Systems Business Analyst, Anderson Center For Autism

Executive Director of Information Technology, Lutheran Social Services of New York

COO, JMT Consulting

Partner, Networkdoctor

Founder & CEO, Idlewild Partners Inc.

Senior Manager, Mazars USA

 

12:50pm

Networking Luncheon

1:50pm

Special Presentation by PRB Wealth Management

2:30pm

Measuring Fundraising Effectiveness

There’s lots of public scrutiny about how much nonprofits spend to raise the money they need to fund their missions. But there is more to effective fundraising than low costs—and the preoccupation with minimizing costs can actually put organizations at risk.   The goal is to help nonprofit organizations increase giving at a faster pace through accurate data measurement and efficient technologies. The session will help by providing nonprofits with tools for tracking and evaluating their annual growth in giving.

Director of Community Engagement & Partnerships, Fordham University Graduate School of Social Service (moderator)

Executive Director, Boys Hope Girls Hope of New York

Chief Impact Officer, Family Promise

Vice President, Bnai Zion

Senior Manager, Marks Paneth LLP

3:20pm

Networking/Break

3:40pm

Effective Nonprofit Leadership, Capacity Building and Succession Planning

One of the most important ways to advance capacity building is to find and retain the right team.  Your nonprofit is only as effective as its people, so it’s imperative that you staff your organization for success. Furthermore, nonprofits that are concerned about their own viability will also be thoughtful about planning for smooth transitions of leadership - as well as making sure their nonprofit is prepared for unexpected changes. The panel will address the importance of building and maintaining your team while effectively delivering its mission.

Human Resources Generalist, Graham Windham (moderator)

President & CEO, Vanderheyden Inc.

Executive Director, National Dance Institute

4:30pm

Innovation in Program Delivery

Studies have found that how a program is implemented, and in what population, is often very important and that departures from that approach can substantially weaken the impacts.  This session will help identify an organization’s needs and match them to the technology that can help to meet them. It will also look at what it takes to be successful when developing a new idea and implementing new technology.   

Founder & CEO, Unspoken Smiles Foundation (moderator)

Executive Director, 82nd Street Academics

CEO, VISIONS/Services for the Blind and Visually Impaired in New York City

5:20pm

Closing Announcements, Raffle Winners & End of Conference

Platinum Sponsors
Silver Sponsors
Bronze Sponsors
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20190721