2021 Virtual OpCon

June 16, 2021  
Webinar
Webinar
Wednesday
1:00PM - 4:00PM
Streamlining Processes and Operations for New York Nonprofits
Event Description

We are proud to present our 7th annual Nonprofit OpCon, and the 2nd annual Virtual Nonprofit OpCon. On the afternoon of June 16th we will bring you the same level of expertise and content focusing on streamlining processes and operations for nonprofits in New York. How do we make systems and processes easier for executive leadership, operations, IT, risk, finance, HR and more? It’s an ever-changing day, week, month and year in the nonprofit industry; join us as we explore these insights and strategies.

 

 

Speakers
Karin Kunstler Goldman
Assistant Attorney General, New York State Attorney General's Charities Bureau
Karin Kunstler Goldman is the Assistant Attorney General in the New York State Attorney General's Charities Bureau. Karin was the 2001-2002 president of the National Association of State Charity Officials and is a founding member of the Governance Matters. She has served on the advisory board of New York University’s National Center on Philanthropy and the Internal Revenue Service’s Advisory Committee on Tax Exempt Entities. As a volunteer, Karin participated in training programs conducted for charity regulators throughout the country by the National State Attorneys General Program at Columbia University Law School. Prior to joining the Attorney General's office, Karin was a Reginald Heber Smith Fellow and a staff attorney at South Brooklyn Legal Services Corporation. As an Eisenhower Exchange Fellow in Hungary, Karin worked with nonprofit organizations, government officials and legislative drafters in developing the law and regulations affecting Hungary’s nonprofit sector. She has consulted with government officials in Ukraine and China on the development of statutory regulation of charitable organizations in those countries. Karin was a guest of the People’s Republic of China at its 2007 International Symposium on Charity Legislation in China at which she was a speaker, and in 2015 she participated in workshops in China on the developing nonprofit law. Karin is a co-author of State Regulation and Enforcement in the Charitable Sector, a 2016 report of the Urban Institute. Karin and her husband, Neal, spent two years as Peace Corps volunteers in Senegal, West Africa. They have two children and four grandchildren. Karin has a law degree from Rutgers University Law School, a BA from Connecticut College and an MA from Columbia University.
Claas Ehlers
CEO, Family Promise
Claas Ehlers is the Chief Executive Officer of Family Promise, the national nonprofit leader on the issue of family homelessness. Born in New York State, he lived in multiple household settings in his first six years, impressing on him the critical need for stability for children and families. A graduate of New York University, Claas worked in video production, publishing, business development, and advertising while also teaching English as an adjunct professor at two local community colleges. From his work with low-income students, he saw first-hand the struggle of families to change their economic circumstances. In 2002, he was able to align his passion for social justice with his career, joining Family Promise to lead a project to diversify the faith groups involved in its programs. In 2003 he accepted the role of Director of Affiliate Development and later Affiliate Services, and in January of 2016 became the second CEO in the organization’s 28-year history. Claas frequently presents on the issues of family homelessness, poverty, and volunteer engagement and serves on advisory committees for Overlook Hospital, The Federal Reserve Bank of New York, and Sesame Street in Communities. Outside of work, Claas’s interests include running, hiking, the New York Mets, music, and cooking. He lives in Mountainside, NJ with his wife, Ellen Pluta, a professor at Stern School of Business at NYU and has three children: Arabella, Luke, and Colette.
Eleanor (Ellie) Hume
Director, Your Part-Time Controller, LLC
Ellie Hume is the Director and market leader in charge of YPTC’s New York metropolitan-area practice and helped establish their NYC office in 2012. Ms. Hume has been working with non-profit and governmental organizations to build stronger accounting departments for almost 20 years and enjoys digging in, cleaning things up and finding the most efficient processes to cut down on overhead costs. She takes pride in helping non-profits achieve their missions through better accounting practices. Ms. Hume began her career in Washington, DC with the Department of the Navy, where she took an active role helping multiple agencies implement procedures and systems in an effort to comply with public audit standards. Prior to joining YPTC, she worked for a few non-profit organizations in controllership/CFO roles, gaining a full understanding of the many hats non-profit staff often have to wear. Ellie is a CPA and member of the New York State Society of CPAs and the AICPA and serves on the NYSSCPA Not-for-Profit Organizations Committee. She holds an M.B.A. from George Mason University and a B.S. in Business Administration and Accounting from Shepherd University. When she’s not working, Ellie enjoys cooking and spending time with family.
Roberta Katz
Founder, Roberta Katz Consulting
Roberta Katz is the founder of Roberta Katz Consulting, a nonprofit consulting business that provides nonprofit organizations with the advice, guidance and tools that have proven to be effective in building and maintaining strong finance departments. Prior to starting her consulting business, Roberta held key senior financial management positions in several major nonprofit organizations for 15 years and experienced the day-to-day challenges faced by their finance departments. She successfully implemented innovative and practical solutions resulting in streamlined processes and operational and procedural efficiencies that she now provides to nonprofits as a consultant. Roberta spent the early part of her career as an auditor for a Big Four accounting firm and as a tax manager for a mid-sized CPA firm. Roberta earned an M.B.A in Accounting from CUNY, Bernard M. Baruch Graduate School and a B.A. in Mathematics from Stern College for Women. Roberta has had articles published in The CPA Journal, The NonProfit Times, LinkedIn and has produced webinars addressing critical issues faced by nonprofit finance departments.
John M. Eusanio
Partner & Practice Leader, Not-For-Profit, Citrin Cooperman
John Eusanio is a partner in Citrin Cooperman's New York City office and practice leader of the firm's Not-For-Profit Practice. He has nearly 20 years of public accounting experience providing auditing and accounting services to clients in the not-for-profit, education, and health care sectors. Prior to joining Citrin Cooperman, John was an audit partner at CohnReznick. In addition, John has significant “Big 4” experience, where he also completed a three-year national rotation within KPMG in which he assisted engagement teams serving various governmental and not-for-profit clients. John has experience providing financial statement audit services to a wide variety of entities, including social service organizations, foundations, associations, state and local governmental agencies, colleges and universities, health care providers, community and teaching hospitals, long-term care facilities, academic medical centers, and other 501(c)(3) organizations. He also advises clients on accounting and auditing matters relating to Uniform Guidance audits, employee benefit plans, tax-exempt bond offerings, and cost report certifications. John is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), and the New York Society of Association Executives (NYSAE). John earned his Bachelor of Business Administration in Accounting at Dowling College. He is a Certified Public Accountant in the State of New York, a Chartered Global Management Accountant, and the firm’s representative for the Governmental Audit Quality Center (GAQC). John contributes to regular communications and e-alerts for the Not- For-Profit Practice. He also facilitates technical trainings to boards, client management, and internal staff on various not-for-profit technical matters and governance considerations. In addition, John routinely attends not-for-profit conferences and participates as either a presenter, sponsor, or participant in roundtable and panel discussions.
Ethan Kahn, CPA
Lead Engagement Partner, Bonadio Group
Ethan is a partner and team leader for Bonadio’s New York City Office. In addition to providing audits and tax services, he brings significant experience and knowledge in working with nonprofit organizations through operational, financial, and compliance related issues. He is an auditor by trade and has become a go-to professional for many nonprofit related tax issues. These skills have shaped his positive reputation amongst his peers and clients. As an overall approach, he focuses on guiding and developing others in a professional yet friendly manner. Ethan’s community involvement includes advising Boards of Directors, providing presentations to the Not-for-Profit sector, and publishing articles relating to critical issues facing the Not-for-Profit Industry. He also moderates and participates on panels directed towards the nonprofit sector and works with groups of leaders to address issues facing the accounting industry and to provide clear resolutions. Ethan graduated from Touro College. Ethan’s professional industry credentials include: • AICPA • NYSSCPA – Not-for-Profit Committee, Past Recurring Chairman • NYSSCPA – Tax Exempt Committee • Chairman of the NYSSCPA Tax Exempt Annual Conference, continues to Chair for the 11th Consecutive Year • Interagency Council of Developmental Disabilities Agencies, Inc. • New York City Coalition for Children with Special Needs • NYSAE - Member and Honoree of New York Society of Association Executives • Nominated by City and State as one of the 100 most responsible professionals in New York State
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Arva R. Rice
President & CEO, New York Urban League
Arva Rice is a passionate community leader who has dedicated herself to creating pathways to success for young people with a focus on girls and women. Arva currently serves as President & CEO of the New York Urban League. The New York Urban League is leading the way underserved African-Americans are educated, employed and empowered across the 5 boroughs. For the past 100 years we’ve inspired, influenced and ignited over 1 million black people to achieve their highest aspirations. Arva is a member of the Women’s Forum, Greater New York Chapter of The Links Incorporated, a Commissioner for the NYC Equal Employment Practices Commission and Trustee at First Corinthians Baptist Church. Arva is a 2013-2014 Annie Casey Fellow, a national fellowship for government and nonprofit leaders focused on supporting innovation solutions for children. Arva graduated from the Northwestern University. She currently lives in Harlem.
H. Aldervan Daly
Executive Vice President for Institutional Advancement, Rising Ground
H. Aldervan Daly, CRFE, is the Executive Vice President for Institutional Advancement for Rising Ground. Rising Ground is a 190-year old human services organization with a budget of $124 million, serving 25,000 children, adults, and families through 50 programs at 71 locations throughout New York City and Westchester. Aldervan manages a team that is responsible for all fundraising and marketing activities for the organization. He most recently served as Director of Advancement at the Police Athletic League. Before that, he held positions at The New York Foundling, The Center for Employment Opportunities, The Partnership for New York City, and others. After adopting a foster child 12 years ago, he co-founded a nonprofit agency, City Families, to coach families interested in adopting children through the New York City child welfare system. Aldervan shares his fundraising insight with others in the field. He is the author of the blog “The Thoughtful Approach To...”, which offers practical advice for modern fundraisers. He also served as an adjunct professor at New York University’s George H. Heyman, Jr. Center for Philanthropy and Fundraising, teaching technology and social media for nonprofits. Aldervan has served on the board and is a current member of the Greater New York Chapter of the Association for Fundraising Professionals. He earned a Masters in Fine Arts, specializing in fundraising and marketing, from Virginia Tech and a Bachelor’s degree in International Studies from Rhodes College. He and his family live in Brooklyn, NY.
Stanley Capela
VP for Quality Management & Corporate Compliance Officer, HeartShare Human Services
Stanley Capela is an Applied Sociologist with 43 years of experience using sociological skills in program evaluation. He is currently the Vice President for Quality Management and the Corporate Compliance Officer for HeartShare Human Services of New York and also a Council on Accreditation (COA) Accreditation Commissioner, Team Leader and Peer Reviewer. Mr. Capela has participated in reviews of 130 + organizations throughout the United States, Canada, Guam and Germany. He is the recipient of the Consuelo Award for his work as a Peer Reviewer. He has conducted over 120+ workshops and has authored several articles on program evaluation and sociology. He has served as President for both the Society of Applied Sociology and the American Evaluation Association Board Member, as well as TIG Chair and Commissioner for the Commission on Applied and Clinical Sociology. He played a significant role in designing a management training program that was the recipient of COA Innovative Practice Award as well as a major role in developing a wide range of standards in social services. He holds a Bachelor of Arts from Cathedral College and a Master of Arts and doctorate work in Sociology from Fordham University. Mr. Capela currently chairs the NYC Panel.
Dominic Ebanks, MBA
President, Acuta Digital
Dominic is a technology evangelist, entrepreneur and social innovator. As co-founder and president of Acuta Digital, a digital marketing, software development and security firm, Dominic and his team meet the needs of non-profit and government organizations through the intersection of strategic design, information management, innovative technology, and business fundamentals. He holds a B.S. from the University of Pittsburgh, an M.B.A. from Duquesne University and has worked for a Fortune 100 company as a business consultant which all serves as the formal cornerstone for his business acumen. In addition to leading Acuta, Dominic engages in a host of technology and social service initiatives. As a speaker, he has been a panelist at Microsoft, New York University, University of Pittsburgh and other venues to address emerging technologies in the government and nonprofit arenas. He also has invested his time as a volunteer with various non-profits serving as a Council Member for EcoHealth Alliance; Board of Managers member at New York’s YMCA; Board Member at the Donahue Graduate School of Business, Duquesne University; and has volunteered at Great Shape!, a healthcare and education initiative in the West Indies.
Nerou Cheng
CPA, Founder and Managing Partner, NCheng LLP
Nerou Cheng, CPA, is the founder and Managing Partner of NCheng LLP, a multi-cultural accounting and advisory firm based in New York. Over the past 30 years, Nerou has built NCheng LLP into an 100-person firm dedicated exclusively to serving the nonprofit and philanthropic sector. NCheng LLP provides assurance, financial management, tax and CFO services that empower its nonprofit clients so they can focus on their mission. The firm specializes in creating financial reporting solutions for internal controls, governance and regulatory compliance. Nerou serves on the boards of Friends Without A Border. He has an MBA from Ball State University, a BSBA from Georgetown University, and holds a Certificate in Public Accounting from Pace University.
Faizan Younus
Senior Manager, NCheng LLP
Faizan Younus is a senior manager at NCheng LLP. He has over 8 years of experience in accounting, financial planning, system implementation and analysis, and has served clients in both the public and the private sector. Faizan takes a data-driven approach to help clients optimize their operations and finances. Faizan has created proprietary financial reporting solutions to clients in a multitude of industries, including Not-for-profit, Oil & Gas, Real-Estate, and Shipping. Faizan has a Bachelor of Science in Accounting from Hunter College in New York. He has a master’s in data science from the City University of New York and an MBA from the New York University Stern School of Business, Specializing in quantitative Finance, Business Analytics, and Strategy. He is fluent in Urdu, Hindi, and Punjabi.
Michelle Yanche
Executive Director, Good Shepherd Services
Michelle Yanche is the Executive Director of Good Shepherd Services, a leading youth development, education and family service agency that serves over 30,000 individuals each year. Previously, Ms. Yanche served as Good Shepherd Services’ Associate Executive Director for Government and External Relations, overseeing the agency’s work in the areas of compliance and risk management, fundraising and development, government and community relations, public policy and advocacy, and communications and marketing. Ms. Yanche serves on the boards of directors of the New York State Network for Youth Success, the New York State Partnership for Children, Youth, and Families, and the National LGBT Cancer Network. She is a member of Government Affairs Professionals and has served as a member of a number of governmental advisory groups, including the Department of Education’s Middle School Success Advisory Group, the New York City Council Middle School Task Force, the Commission on Economic Opportunity’s Education Workgroup, and the Mayor’s Out-of-School Time Advisory Group. Ms. Yanche received a Bachelor of Arts degree from Fordham University and a Master of Public Administration, with a specialization in public finance, from New York University’s Robert F. Wagner Graduate School of Public Service, where she has also served as an adjunct faculty member.
Jenn Krueger
Projects Manager, United Methodist Women
Jenn Krueger is an experienced social enterprise professional, working at the intersections of technology, project management, and strategic planning. She is currently the Project Manager at United Methodist Women here in New York city where she focuses on using systems such as project management tools, CRM's, and basic spreadsheets to drive strategic change at this 150+ year old organization. Previously she has worked with Change for Kids, IntroAmerica, and The New York Public Library. Jenn Krueger received an MBA in Marketing and Information Management from Columbia Business School, an M.S. in Library and Information Science from Simmons University, and a BA in Mathematics from Tufts University.
Josh Lamberg
Joshua Lamberg
CEO and Founder, Lamb Insurance Services
Josh is founder and CEO of Lamb Insurance Services, the nation’s largest broker dedicated exclusively to nonprofit and social service organizations. Prior to starting Lamb, Josh worked for national and international insurance companies in progressive leadership roles in sales & marketing. He had a short career as a professional baseball player, most notably with the Cincinnati Reds organization. He graduated from the University of Richmond with a degree in Rhetoric and Communications.
Andrea Kantor
Senior Vice President, Head of Not-For-Profit Banking, BHI
Andrea Kantor is Senior Vice President and Head of Not-For-Profit Banking at BHI. She has over 25 years of experience in the financial industry, including 12 years in leadership roles focusing on Not-For-Profit and Healthcare clients at BHI, IDB Bank and JPMorgan Chase. In her current role, Andrea leads a team of dedicated bankers providing banking and financing solutions to Not-For-Profit organizations. Andrea is a passionate advocate for organizations who serve and strengthen our communities. She has received honors from Crain’s and Long Island Business News, and she has served on the boards of both national and local organizations.
Jeremy Christopher Kohomban
Ph.D., President and CEO, The Children’s Village
Dr. Jeremy Christopher Kohomban is the President and CEO of The Children’s Village and the President of Harlem Dowling. The Children’s Village, founded in 1851, and Harlem Dowling, founded in 1831, provide a broad continuum of residential and community-embedded programs, serving 15,000 children and families each year. Dr. Kohomban is an author, sometimes an activist, and always a pragmatic leader. He has played a lead role in the family support and residential treatment reforms that are transforming children’s care. Dr. Kohomban is driven by the belief that every child, regardless of age, deserves a family, and he is outspoken in his recognition of the social justice antecedents that drive child welfare and juvenile justice. Under his leadership, The Children’s Village, the nation’s oldest and once the largest children’s residential treatment center, has been transformed into a national model for community-embedded family support. The Children’s Village is the Gold Prize winner of the New York Community Trust-New York Magazine’s Nonprofit Excellence Awards, the US Congressional Coalition Angels in Adoption award, the Child Welfare League of America Exemplary Innovative Leadership Award and the Alliance for Strong Families and Communities, Samuel Gerson Nordlinger Leadership Award. Dr. Kohomban’s contributions are noted in the Congressional Record and successes recognized by many, including The New York Times, The Washington Post, Fox Business, and NPR. City Limits magazine identified him as a leader with a “clear vision for the future”; David Tobis, in his book, From Pariahs to Partners, How Parents and their Allies Changed New York City’s Child Welfare System, describes him as “one of the most parent-focused, reform-minded, and effective administrators in the field.” Dr. Kohomban testified before the US Senate Finance Committee on the need for finance reform that supports children, families and communities and, in March of 2018, with the passage of the Family First Prevention Services Act (FFPSA), The Chronicle of Social Change noted that Dr. Kohomban was one of the most important off-the-Hill boosters of the FFPSA, described as the “biggest federal overhaul of foster care in decades.” He is chair of the Human Services Council of New York, the national co-chair of the Children Need Amazing Parents (CHAMPS) campaign, and a Trustee of Save the Children. He is a graduate of Emporia State University, Kansas, and holds a Masters from Long Island University, New York, a PhD from the School for Business and Leadership at Regent University, Virginia, and a LittD (Honorary Doctor of Letters) from Mercy College, New York.
Agenda
1:00pm

Welcome and Opening Remarks By Zach Williams, Reporter, NYN Media

1:05pm

What Nonprofits Need to Know about Accounting and Finance

An understanding of basic nonprofit accounting principles and best practices is critical for anyone who either represents a nonprofit organization or has financial/management responsibilities within one. The panel will address basic accounting concepts, the importance of protecting your agency with insurance and risk management solutions, and how to identify indicators and methods used to measure financial wellness for nonprofit professionals.  How can they Identify the red flags; When should you look for outside help? What do nonprofit professionals need to know and understand about financial concepts and :minimizing risk.

Michelle Yanche, Executive Director, Good Shepherd Services (moderator)

Karin Kunstler Goldman, Assistant Attorney General, New York State Attorney General's Charities Bureau

Jeremy Christopher Kohomban, President and Chief Executive Officer, The Children's Village

Eleanor "Ellie" Hume, Director, Your Part Time Controller, LLC

John Eusanio, Partner and Not-For-Profit Practice Leader, Citrin Cooperman

Joshua Lamberg, CEO & Founder, Lamb Insurance Services

2:00pm

Effective Leadership: Collaboration of Staff & Board Members

Effective staff/board collaboration allows for nonprofits to make a bigger impact. A positive relationship between the Board of Directors of a nonprofit agency and the CEO/Executive Director and other key staff members is critical to the healthy functioning of the organization and to mission advancement. Like any relationship, the one between the board and staff requires work, boundaries, and an understanding of and respect for each other’s roles and responsibilities. How has this relationship changed with the recent uncertainty in the economy, in working remotely, with challenges to financial health and more.

Claas Ehlers, CEO, Family Promise (moderator)

Arva Rice, President & CEO, New York Urban League, Inc.

Stanley Capela, Vice President for Quality Management and Corporate Compliance Officer, HeartShare Human Services

Ethan Kahn, Partner, The Bonadio Group

Andrea S. Kantor, Senior Vice President, Head of Not-For-Profit Banking, BHI

2:55pm

Technology & Innovation

This panel is centered around nonprofit technology and its power to change the way nonprofits work and impact the world. It is crucial for nonprofits to learn how technology can be leveraged to advance their mission. Innovative New Yorkers are also starting to think about what the office will look like in the post-COVID era. We have all seen that creativity and technology can help minimize disruption to operations by keeping staff members connected, regardless of where they are working. What will happen as we move closer to normal and how will technology impact our nonprofits?

Jennifer Krueger, Projects Manager, United Methodist Women (Moderator)

H. Aldervan Daly, Executive Vice President, Institutional Advancement, Rising Ground

Roberta Katz, Nonprofit Finance Consultant, Roberta Katz Consulting

Nerou Cheng , Managing Partner & Faizan Younus, Senior Manager, NCheng LLP

Dominic M. Ebanks, MBA, President, Acuta Digital

3:50pm

Session Ends

Silver Sponsors
Bronze Sponsors
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