BoardCon

Upcoming Events

Conference

2022 Nonprofit FundCon

March 29, 2022

BoardCon

Museum of Jewish Heritage

36 Battery Pl, New York, NY 10280

Tuesday

8:00AM - 4:45PM

The Collaboration of Staff and Boardroom

Event Description

The pandemic has transformed many activities in the nonprofit sector. Event plans have been reimagined, fundraising strategies have changed direction, and boards have navigated through many risks and challenges. Effective board management allows for nonprofits to make a bigger impact. Providing your board with key resources can increase your fundraising efforts, strategic planning, and other mission-based work — especially during a crisis. New York Nonprofit Media will attempt to host “Nonprofit BoardCon” in person, bringing together Executive Leadership and Board Members from nonprofits across New York to learn how collaboration between board and staff is essential amid the pandemic and going forward into the new normal.

For more details call Lissa Blake at 646 517 2741 or email lblake@cityandstateny.com for more information.

CLICK HERE TO VIEW PHOTOS FROM THE CONFERENCE.

Speakers

Nancy D. Miller

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

Nancy D. Miller works with people of all ages that are blind and multi-disabled and their families and unpaid caregivers. She is Executive Director/CEO of VISIONS/Services for the Blind and Visually Impaired since 1987. VISIONS serves over 7000 people each year with in-home, community and center-based day and overnight services. VISIONS annual budget is over $10 million, with a diverse staff of 94. Over one third of the staff identify as blind or visually impaired; 54% identify as non-white/person of color and 43% speak another language in addition to English. Ms. Miller has a Bachelor of Science Degree in Human Development and Family Studies from Cornell University and a Master of Science Degree in Social Work from Columbia University in group work and aging. Ms. Miller serves on the Board of Directors of LiveOn New York. She is a founder and President of the New York Vision Rehabilitation Association and serves on the Priorities and Policy Committee of the Human Services Council. She is a co-Founder and Board member of the Disabilities Network of NYC. Ms. Miller received the Community Trailblazers Award from Beyond Focus Media of Brooklyn, Practitioner of Distinction Award from National Rehabilitation Association, Maggie Kuhn Advocacy Award from Presbyterian Senior Services, Senator John E. Flynn Award from American Council of the Blind NY and VisionServe Alliance Excellence in Leadership Award.

John Eusanio, CPA, CGMA

Partner and Not-For Profit Practice Leader, 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.

Amy West

Executive Vice President and Chief Financial Officer, AHRC NYC

Amy graduated Summa Cum Laude from Hunter College with a Bachelor of Science Degree in Accounting. She is actively involved in Hunter College’s Mentoring Program, Secretary of the Financial Managers Association and is a member of the New York State Society of CPAs Not-For-Profit Committee. In addition, she serves on the AICPA Not-For-Profit Industry Conference Steering Committee and NYSARC’s Financial Sustainability and CFO Committees. Amy also served on the Financial Committee of Human Services Council’s “New York Nonprofits in the Aftermath of FEGS: A Call to Action” project.

Surjit Chana

Chairman of the Board, Care for the Homeless

Surjit Chana is a Harvard Advanced Leadership Initiative Fellow and Board Vice Chairman of Care for the Homeless and a Board Director of the University of Surrey Foundation. Surjit has over 35 years’ experience in the private and social sectors. Surjit has deep general management, marketing & communications, operations, sales/fundraising, strategy, CSR, governance, technology and digital skills. His prior roles include Chief Operating Officer, IBM Digital, Chief Marketing, Communications and CSR Officer, IBM Europe and Executive Vice President of a nonprofit Women's World Banking. Surjit was a member of IBM's Global Senior Leadership Team for 10 years. His 2017 Harvard Fellowship focused on advanced leadership skills to address societal challenges and impact of technology on leadership skills. His fellowship project is focused on defining solutions to reduce inter-generational poverty and improve gender equality. Surjit was born in India, grew up in the UK and now lives in New York. He is a Physics graduate from the University of Surrey and holds patents for his work on transaction processing systems and expert systems / artificial intelligence.

Jim Norton, CPA

Senior Manager, Accounting Technology Services, GRF CPA's & Advisors

Mr. Norton began his career in public accounting, working on both financial statement audits and individual and business tax filings. During his time in public accounting, he developed a strong affinity for nonprofit organizations and went on to work exclusively in the nonprofit industry for six years. Mr. Norton transitioned to a role in New York City, leading the nonprofit practice and technology division for a small outsourced accounting company. In additional to various nonprofit board roles, Mr. Norton has held a variety of nonprofit leadership roles ranging from Financial Lead for Meals on Wheels and Interpreting Services programs to CFO of a large regional Chamber of Commerce. During the course of his career, Jim has focused heavily on process improvement through the use of enhanced technology. This led to constructing and leading a multitude of accounting system redesigns or new implementations. Mr. Norton specializes extensively in Sage Intacct and is GRF’s Accounting Technology Services practice lead. Mr. Norton’s combination of public accounting, private industry, and outsourced internal accounting expertise have afforded him a unique perspective that makes him capable of intimately understanding business challenges from various stakeholders’ perspectives. He helps clients leverage software in developing the creative, functional solutions they need to address their business’ process and reporting challenges. His primary areas of specialization include nonprofit, boutique fitness, media, and professional service/project-based organizations.

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.

Jennifer Jones Austin

Chief Executive Officer and Executive Director, Federation of Protestant Welfare Agencies

A fourth-generation leader of faith and social justice, child and family advocate, thought leader, public speaker and nonprofit chief executive officer, Jennifer Jones Austin, Esq., fights for equity. As CEO of FPWA, she leads poverty-fighting, policy and advocacy efforts to strengthen and empower the disenfranchised and marginalized communities. Jones Austin is a sought-after speaker who appears regularly on television and radio, and at community events, faith gatherings and professional convenings. She guest hosts the nationally syndicated radio program, “Keep’n It Real with Rev Al Sharpton,” and the cable program, Brooklyn Savvy. She was born and raised in New York City.

H. Aldervan Daly

Executive Vice President, 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.

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.

Karin Kunstler Goldman

Deputy Bureau Chief, Charities Bureau, New York State Attorney General's Office

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.

Wayne Ho

President & CEO, Chinese-American Planning Council

Wayne Ho is the President and CEO of the Chinese-American Planning Council (CPC), the nation’s largest Asian American social services agency. He is responsible for leading this 55-year-old organization that promotes social and economic empowerment of over 60,000 Chinese American, immigrant, and low-income New Yorkers each year. In 2017, CPC launched Advancing Our CommUNITY, its organization-wide strategy to expand services to address persistent needs and emerging trends and to improve leadership skills among staff and community members. Previously, Wayne served as Chief Strategy and Program Officer for the Federation of Protestant Welfare Agencies (FPWA), an association of 200 community and faith-based member agencies aiming to promote upward mobility of underserved New Yorkers, and was the Executive Director of the Coalition for Asian American Children and Families (CACF), the nation’s only pan-Asian children’s advocacy organization, from 2004-2013. He has been recognized by the City and State in the Nonprofit Power 100 in 2019, the inaugural Nonprofit Power 50 in 2018, and a 40 Under 40 New York City Rising Star in 2014. He was one of 10 leaders invited to meet with President Obama during the White House’s Asian Pacific Islander Heritage Month Celebration in 2011. Wayne serves on numerous boards, including the board of Coro New York Leadership Center and Partnership for After School Education, and is appointed to several New York City and State advisory boards. Wayne received his Bachelor of Arts from UC Berkeley and his Master in Public Policy from Harvard University’s Kennedy School of Government.

Stanley Capela

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.

Jennifer Krueger

Strategic 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.

Roberta Katz

Nonprofit Finance Consultant, 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.

Keith Mulvihill

Vice President - Nonprofit Organizations, Lockton Companies, LLC

Keith Mulvihill helps lead Lockton’s Nonprofit Practice throughout the Northeast and sits in Washington, DC. Keith has been advising nonprofit organizations for over 15 years on matters including risk management, property and casualty insurance, employee benefits and total rewards strategy, and HR technology. He holds the Chartered Property Casualty Underwriter designation with a focus in enterprise risk management from the American Institute for Chartered Property Casualty Underwriters. Lockton is the largest privately held global insurance broker with 64 offices and over 6000 associates worldwide. Lockton has been recognized as a Business Insurance Best Place To Work for an unprecedented ten consecutive years. Keith resides with his wife and three beautiful children in Leesburg, Virginia.

David Harris

Interim Executive Solutions

David Harris has extensive experience working with nonprofit organizations to develop and implement strategies to improve operations, marketing, board governance, and leadership team effectiveness. He has served as co-chair of Community Action Partners, a consulting organization that provides services to Boston area nonprofits. In that capacity David has led projects with a diverse set of organizations including YouthBuild Boston, the Benjamin Franklin Institute of Technology, Commonwealth Land Trust and the Cambridge Center for Adult Education. David recently held interim positions as Executive Director of the Springfield Empowerment Zone Partnership and President of The Landing School in Maine. Previously he spent five years as Deputy Director of Teachers21, a professional development service provider, where he was responsible for strategic planning, business development, finance and operations. He also provided coaching and consulting services to school and district leaders on business strategy and organization. David received his School Superintendent license in Massachusetts in May 2011. Prior to that he was Managing Director of the UPCS Institute, which created model leadership and classroom instruction strategies for 200 urban and rural Early College High Schools nation-wide. David also spent six years in the classroom as an 8th grade math teacher. Before earning an MAT from Simmons College and entering the education field, David spent 20 years as a senior executive, product marketing director and strategy consultant in various computer software and retail organizations. Highlights of his business career include: – Expanding Scandinavian Office Gallery from 3 to 12 stores – Increasing the productivity of a 200-person inbound sales and customer service operation and an outbound account management organization for WearGuard – Bringing a high speed data warehousing database technology to market for Sybase and conceiving and delivering the first integrated data warehousing application suite. David holds an MBA from Harvard Business School and a Sc.B. in Biochemistry from Brown University.

Judy Levine

Executive Director, Cause Effective

Judy Levine, Executive Director of Cause Effective, has over 30 years of experience as a nonprofit management advisor. Judy has trained and consulted with well over 1,000 nonprofit organizations on issues in fund diversification, donor engagement, and Board and organizational development. Judy has worked across many organizational cultures and is expert at tailoring consultations in order to meet the needs of different audiences. Judy’s commitment to social change has played a key role in Cause Effective’s impact in the sector. Cause Effective serves as a nonprofit growth partner and has worked with well over 6,000 organizations in its 40-year history to provide coaching, training, retreats and other forms of support to strengthen the leadership of New York’s vital nonprofit organizations. Hundreds of nonprofit leaders have benefitted from programs Judy has had a pivotal role in launching, such as Cause Effective’s Preparing The Next Generation, a groundbreaking initiative to strengthen the nonprofit sector by working to address and eradicate the barriers and conditions that make it so difficult for professionals of color to thrive. In 2017 Judy was honored as one of New York City’s most distinguished public servants with City & State’s “50 over 50” Award. She served for 10 years as a Selection Committee member for the New York Community Trust Nonprofit Excellence Awards. Judy holds a Ph.D. from New York University and has published widely on topics in nonprofit administration.

Hope Goldstein

Partner‑in‑Charge, Nonprofit, Government & Healthcare Group, CBIZ Marks Paneth

Hope Goldstein, CPA, is the Partner‑in‑Charge, Nonprofit, Government & Healthcare Group, CBIZ Marks Paneth. Hope Goldstein is a Managing Director and leads the Nonprofit, Government & Healthcare practice at CBIZ Marks Paneth. She brings to her role the skills she has developed during more than 27 years of providing accounting services to her clients in the nonprofit, higher education and public sector industries. Hope leads a team of more than 60 professionals who specialize in the nonprofit industry. She has also experience with projects involving mergers, initial bond offerings, governance structures, forecasts, internal control and systems studies, risk assessments. She has led numerous training seminars for her clients and professional staff on various topics relating to new accounting standards, governance, compliance and financial reporting. As a Shareholder in MHM, Hope performs audit and attest services for her clients.

Rabbi Josh Joseph, Ed.D.

Executive Vice President and Chief Operating Officer, Orthodox Union

Rabbi Dr. Josh Joseph is the Orthodox Union’s Executive Vice President and Chief Operating Officer since September of 2020. He is the senior professional leader, responsible for all aspects of OU programs and operations, other than OU Kosher. He joined the OU from Yeshiva University where he served in a variety of roles over 16 years, ultimately rising to senior vice president. In that role, he established and implemented strategic plans, managed the university’s operations, and played key roles on major initiatives such as the university’s response to the coronavirus. A native of Montreal, Josh received both his Ed.D. and Bachelor of Arts degree from the University of Pennsylvania. He received his rabbinical ordination from Yeshiva University’s Rabbi Isaac Elchanan Theological Seminary, as well as a Master of Arts in Jewish philosophy from their Bernard Revel Graduate School. He also completed fellowships and certificates at NYU’s Wagner School of Public Administration, as well as Harvard’s Institute of Higher Education. Josh previously worked at a hedge fund, as a community rabbi, served as the executive director of the Orthodox Caucus, and director of social entrepreneurialism at YU's Center for the Jewish Future. He and his wife, Julie, live in Lawrence, New York and are the proud parents of Zach, Ozzie, and Marsha.

Jan Fisher

Executive Director, Nonprofit Westchester (NPW)

Since July 2019, Jan Fisher has served as the executive director of Nonprofit Westchester (NPW). More than two-hundred members strong, NPW is the county’s only membership organization solely dedicated to advocating for and advancing the needs of Westchester’s diverse nonprofit sector, the people and populations served and the nonprofit workforce. In recognition of her work supporting the nonprofit sector during the height of the pandemic and fortifying business operations, she was recognized with 914 Inc.’s 2021 Women In Business Award. Ms. Fisher has been a proud member of the nonprofit community in Westchester for more than 25 years. She worked at WJCS, one of the county’s largest nonprofit organizations, for thirteen years. In this capacity, she raised millions of dollars to support the agency’s network of mental health and human services, increased the impact of organizational programs and services, oversaw the agency’s rebranding effort and launched the county’s Mental Health First Aid initiative in partnership with Westchester County government. Ms. Fisher began her career at WJCS as grantwriter and retired from the agency as director of public affairs to pursue work and learning opportunities within nonprofit organizations led by people of color. In 2018, she established Jan Fisher LLC, Nonprofit Advisors where she deepened her understanding of the nonprofit landscape and worked with and learned from her colleagues of color. It was during this time, that she consulted with Maria Imperial, CEO of the YWCA White Plains and Central Westchester and now acting Commissioner of Human Rights for New York State, to support her long-term goal of establishing the Westchester Center for Racial Equity. She also worked with Shirley Buontempo Acevedo, Founding Executive Director of Latino U College Access, to provide comprehensive support for first generation Latino college students. Ms. Fisher was chair of the Westchester County Youth Board from 2018 to 2021 and is currently a Board Member of the Westchester Putnam Workforce Development Board, Member of the Board of Directors of the Youth Shelter Program of Westchester, and Board Member of the Public Private Partnership for Aging and a mentor in Her Honor Mentoring Program. Ms. Fisher holds a bachelor’s degree from New York University and a master’s degree in Nonprofit Leadership from Fordham University’s Gabriella School of Business and the School of Social Service.

Maurice K. Segall

Director, New York and Fairfield County, CT, Program, Pro Bono Partnership

Maurice K. Segall, Director, New York and Fairfield County, CT, Program (New York Office), has been with the Partnership for 22 years. He provides direct legal services to nonprofit groups, coordinates and supervises the work of staff and volunteer attorneys, and frequently lectures on legal issues for nonprofits and attorneys. He currently serves as a Board Member of the Nonprofit Association of Westchester, as well as serving on the Advisory Boards of Family and Children’s Agency and Circle of Care for Children with Cancer. He previously served on the Advisory Board for the Fairfield County’s Community Foundation Center for Nonprofit Excellence, and on the Board of Directors of several other nonprofits including the Wilton Library, Family and Children’s Agency, the Connecticut Consortium for Law and Citizenship Education, Connecticut Legal Services, and Curtain Call. He is the founder of the Fairfield County Bar Association High School Mock Trial Competition, overseeing that program for 30 years. He is a recipient of the Liberty Bell Award from the Stamford/Norwalk Regional Bar for outstanding community service, the first practicing attorney ever to receive this honor. Maurice is admitted to the bar in New York and Connecticut. He is a graduate of the University of Delaware and Albany Law School of Union University.

Linda Santinoceto

Executive Director Nonprofit Sector, TriNet

Linda Santinoceto is Executive Director Nonprofit Sector for TriNet, a leading provider of comprehensive human resource solutions for small and medium size businesses. In this role, Linda leads the team responsible for bringing industry-tailored, full-service HR products and services to nonprofit organizations. Before joining TriNet, Linda spent 18 years in leadership roles for Junior Achievement of Northern California, including 12 years as president & CEO. While at Junior Achievement, Linda spearheaded national partnerships with Bay Area technology companies; championed database management conversions and transitioned the company from declines to year-over-year growth, including increasing the net assets of her organization by 120% while creating an effective fund-raising board of 52 C-level executives. As a result of her accomplishments, Linda is nationally recognized for best practices by JA USA. She has been listed by the San Francisco Business Times as one of the “Most Influential Women in Business”. Linda holds a bachelor’s degree in communications from Texas A&M University, is a member of Chief and serves on the Board of Impact 100 East Bay.

Lewis Zuchman

Executive Director, SCAN-Harbor, Inc.

Lewis Zuchman serves as Executive Director of SCAN-Harbor, a Harlem, East Harlem and South Bronx based Youth and Family service provider. He joined SCAN-Harbor in 1987; during this time, SCAN-Harbor has grown from a relatively small, child welfare focused agency, to become the largest Youth Service provider in the Harlem, East Harlem and South Bronx communities, serving approximately 7,000 youth and 1,000 adults each year. Lewis Zuchman was an original 1961 Freedom Rider and has received significant recognition for his vital contributions to the 1960’s Civil Rights movement. He serves as a Civil Rights spokesperson for Facing History and Ourselves. He is the Founding President of the Human Services Consortium of East Harlem. Lewis is currently an Adjunct Professor at the Colin Powell School for Civic and Global Leadership at the City College of New York.

Sharon Cody

Nonprofit Market Manager, Labyrinth, Inc and Harbor Compliance

Ms. Cody is the Nonprofit Partnership Manager at Labyrinth, Inc. and Harbor Compliance, a leading provider of nonprofit compliance solutions. She has more than 30 years of experience as an attorney, charitable fundraiser, foundation executive, donor, and nonprofit board member. She writes and speaks frequently on fundraising compliance best practices for tax exempt organizations. Sharon formerly led the philanthropic fundraising team of a public media organization, served as the executive director at a children’s health foundation, and spent 11 years in private law practice. She received her bachelor's degree from Rutgers University and her Juris Doctor from Penn State Dickinson School of Law.

Sharmila Rao Thakkar

MPH, MPA, Philanthropy and Nonprofit Consultant, SRT Advising & Consulting

Sharmila Rao Thakkar, MPH, MPA, is a philanthropy and nonprofit consultant at SRT Advising & Consulting in New York City. She has been working and volunteering in the nonprofit sector for 20+ years. From her early days as a grade school hospital candy-striper to tutoring children as a teenager, building programs earlier in her career and now mentoring young professionals and guiding families & organizations, she has a keen awareness and passion for nonprofit/philanthropy work. Utilizing expertise in leadership development, program implementation, resource development and communications, she advises and coaches donors, families and organizations on operations, strategy, board governance/development, multigenerational engagement, equity & inclusion, grantmaking and community outreach activities; conducts workshops and trainings; and writes and presents at nonprofit and philanthropy forums. She also serves as an affiliate consultant with the Support Center, director for the Staten Island Not for Profit Association/Community Organizations Active in Disaster coalition, 21/64 certified trainer in multigenerational philanthropy, and mentor for philanthropy/nonprofit leadership development programs. Prior, Sharmila was appointed the first non-family executive director of the Siragusa Family Foundation in Chicago, where she directed the operational, programmatic, and administrative functions of the organization, participating in all roles key to running a charitable endeavor. She guided board funding decisions and evaluated programs in health, social services, education, and the arts for youth/families; provided capacity building and technical assistance to 100+ nonprofit grantee partners; built the board’s professionalism including recruitment and assessment; engaged the next generations in their leadership development; and provided strategic direction on grantmaking and grantee outreach and community partnership initiatives. Sharmila has held leadership roles on several boards and committees involving issues of women and children, immigrant communities, education and public health, and building philanthropic leadership and the capacity of the nonprofit sector including currently the Healthy Schools Campaign, National Network of Consultants to Grantmakers (Disability Inclusion Workgroup and DEI Taskforce), 21/64 Certified Advisors of Color Project, TrueChild, and the South Asian Philanthropy Project; and previously Chicago Foundation for Women, National Center for Family Philanthropy, Exponent Philanthropy, Allow Good, and the South Asian Public Health Association among others. She is also an alum of the Council on Foundations Career Pathways leadership development program, a selective pipeline expansion opportunity for diverse philanthropic professionals; The Funders Network for Smart Growth and Equity PLACES fellowship; and several training programs in racial equity, diversity, & inclusion. A native New Yorker, Sharmila relocated back to Staten Island, NY in 2016 after spending 17 years in Chicago. She holds a Master of Public Health from the Columbia University Mailman School of Public Health, a Master of Public Administration from the Columbia University School of International & Public Affairs, and a BA in International Relations from Brown University.

Kate Krug

Executive Vice President, Nontraditional Employment for Women (NEW)

Kate Krug is the Executive Vice President at Nontraditional Employment for Women (NEW), previously the Vice President of Development and Communication. Kate joined the leadership team of NEW in September 2019 and partners with the President in essential internal leadership activities regarding human resources, administration, and organizational and strategic planning. Kate's leadership supports NEW programs, social services, and government relations. Additionally, Kate is responsible for creating and executing a communication and fundraising strategy to increase and sustain revenue contributing to an annual budget of $3.8 million. Prior to joining NEW, for more than 18 years Kate has raised critically needed funds that have increased career path opportunities for women, aided survivors of domestic violence in finding safety and shelter, empowered veterans with employment opportunities, and assisted those experiencing homelessness. Kate sits on the Board of Directors as Treasurer for the New York State Coalition Against Domestic Violence. Kate holds a B.A. in Communications from Seton Hall University and an M.S. in Fundraising Management from Columbia University.

Scott Short

CEO, RiseBoro Community Partnership

Scott Short is CEO of RiseBoro Community Partnership, where he leads the organization’s work to achieve their vision of building a city where your zip code does not determine your health outcomes, housing stability, or economic power. Since 1973, RiseBoro has offered services designed to support every generation and meet the needs of communities. In his 20 years with the organization, and under his leadership, RiseBoro’s budget has more than doubled to become one of the largest NYC providers of holistic community-based services. Scott received his Bachelor of Arts in Political Science from Brown University. While in Providence, he also studied photography at the Rhode Island School of Design. More recently, he completed coursework in nonprofit management at Harvard Business School. He is active in many charitable and community development initiatives throughout NYC, including serving on the board of JOE NYC, the Enterprise Community Advisory Board, the Association for Neighborhood & Housing Development Board, the LISC Policy Council, and the Executive Committee of the Bushwick Community Plan. He lives in Brooklyn with his wife and two daughters.

Rebecca Sanborn, J.D.

President, Sanborn Corporate Training Solutions, LLC

Rebecca Sanborn, J.D. is the president of Sanborn Corporate Training Solutions, LLC, which offers LGBTQ+ cultural competency training, in a virtual format, for nonprofits, businesses, and public sector entities. This includes a special curriculum tailored specifically for nonprofit organizations. Rebecca is passionate about diversity, equity, and inclusion. She is also a proud member of the LGBTQ+ community herself. Previously, Rebecca operated a private law practice. She holds a Juris Doctor from the University of New Hampshire Franklin Pierce School of Law and a Bachelor of Science in paralegal studies from Rivier University. In addition, she holds numerous certificates in subjects that inform her company's training curriculum, including a Diversity and Inclusion Professional Certificate and a Certificate in Advanced Employee Relations, both from Cornell University ILR School. Rebecca believes education is one of the most powerful tools we have to improve society, and she lives that out in her work.

Miguel Guadalupe

Director of Donor and Community Engagement, Bowery Residents’ Committee (BRC)

Miguel Guadalupe is the Director of Donor and Community Engagement at the Bowery Residents’ Committee (BRC), a non-profit organization dedicated to helping those suffering from homelessness, mental illness, and addiction. In his role, Miguel strengthens relationships between BRC and its individual and institutional supporters, including managing multiple support and advisory councils, including BRC’s Leadership Council (its “junior board”), Its senior professional advisory board, (the Clyde Burton Society) and its athletic event DIY fundraising group, TeamBRC. Miguel also serves as the community liaison to community boards, local residential organizations, and local elected officials throughout the NYC area on behalf of BRC. Miguel brings years of corporate marketing and sales experience to his current responsibilities, having worked in senior roles at technology research and consulting firm Gartner Inc, tech start up FirstRain Inc, and financial services firm Merrill Lynch. Miguel has led major volunteer cause-related fundraising initiatives including for victims of Hurricane Maria and has served on the Boards of the La Unidad Latina Foundation providing scholarships to college students regardless of immigration status, and the Board of Trustees of Wesleyan University in Middletown Connecticut. He is currently on the Board of Directors to the National Puerto Rican Day Parade, Inc., producing and hosting events and programs designed to celebrate and advance Art, Culture and Education in the Puerto Rican community and promoting the pursuit of higher education. Miguel believes that having passion for your mission is what inspires others to support good causes.

Adam M. Doyno, MPA, CFRE

Founding Executive Director, CUNY School of Public Health Foundation

Active in fundraising since 2007, Adam is the Founding Executive Director of the CUNY School of Public Health Foundation. He serves on the Board of Directors for the Association of Fundraising Professionals-NYC Chapter and the 125th Street Business Improvement District in Harlem. In 2021 he was honored by NYNMedia Nonprofit as part of their annual 40 Under 40 Class.

Marcella McKoy

Human Resources Professional and Chairperson of the Culture Committee, Graham Windham

Marcella McKoy is currently a Human Resource Specialist and the Chairperson of the Culture Committee at Graham Windham. Her focus in Human Resources includes managing the onboarding process in partnership with colleagues, as well as, being the coordinator for the Graham Internship Program. Both roles utilize her experience and creativity to support employee engagement which includes among others, leading the organization Anti-Racism work. She holds a Bachelor’s degree in Hospitality Management from Morris Brown College and a Master’s in Conflict Analysis and Resolution from Nova Southeastern University. In all parts of her work organization culture is centered. It’s paramount to building the employee experience and creating a sense of belonging. Building relationships and bridging a divide creates a path to move forward, but as important is the recognition and understanding of past mistakes to ensure retention and success in organizations. Even though technologies propel changes within organizations, they need people who understand and can communicate the mission and the vision to advance the goals. Simply, Marcella believes a company’s value should be reflected in how it treats its people.

James Mann

Vice Chair and Chair of Nominating and Governance Committee, Children's Village

While Jim’s work history began as an attorney in 1970, much of his career has been spent investing in, and occasionally taking operational responsibilities for privately held companies. Although Jim continues to occasionally participate in the field of private finance, he has, since 1999, taught courses in Latin American, Global, and US History at Pace and Iona Universities, and for the past 7 years at the Harlem Clemente School for the Humanities. Jim has been a Trustee of the Children's Village since 1995 where he currently serves as Vice Chair and Chair of the Nominations and Governance Committee. He also serves on the Board of the Elias Foundation whose mission includes funding local community leader-activists in the Hudson Valley.

Jill Krumholz

Managing Partner, RealHR Solutions

Jill brings to RealHR Solutions experience as a business owner, executive search consultant and corporate HR professional. Throughout her career, she has had the ability to build strong relationships, identify client needs and help company’s find solutions. As a search professional she used these strengths to source and identify talent. Before joining RealHR, Jill was a Principal at Charleston Partners, a global executive search and talent advisory firm for Fortune 500 companies. She was also a Partner at Hayden Resource and previously founded her own search firm. Her prior HR experience includes retail and healthcare industry HR and operations management positions. Jill holds a Masters in Industrial Social Work from Fordham University and a B.A. from CUNY City College.

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.

Alexander K. Buchholz

Partner, PKF O’Connor Davies

Alexander Buchholz is a Partner at PKF O’Connor Davies LLP with more than 15 years of experience in public accounting, including with a “Big Four” accounting firm. He is also the Practice Leader of the Firm’s Cemetery Division. Alex is responsible for the development of the audit approach as well as the supervision of staff. Additionally, he is responsible for managing the audit so that it is performed on a timely basis with as little intrusion to client operations as possible. Alex’s expertise is in Single Audits and internal control/compliance audits. His industry experience is in healthcare and Not-for-Profit entities, including skilled nursing facilities, social service agencies, charter schools, diagnostic and treatment centers, home care service entities, adult homes and other long-term care facilities as well as special needs entities and cemeteries. Alex also serves as a peer reviewer. Alex is also an adjunct professor at Brooklyn College and Lehman College of the City University of New York in the Department of Accounting where he teaches undergraduate and graduate courses in accounting and auditing. He conducts internal training seminars for the Firm and frequently speaks to outside organizations and associations. He is also a former member of the Firm’s continuing professional education (CPE) committee, with special emphasis on Single Audit training. Alex also writes various articles on accounting and auditing topics for a variety of professional publications.

Irene Branche

Chief Development and Evaluation Officer, The Hope Program

Irene joined HOPE in 2011 and is responsible for managing all of HOPE’s fundraising and communications initiatives, as well as overseeing HOPE's programmatic data. She has been instrumental in HOPE’s significant growth through the launch of a signature fundraising event, achievement of prestigious grants and awards, procurement of new government contracts and other initiatives. She has also served as a key staff member in the acquisition of Sustainable South Bronx and in the development and implementation of two HOPE strategic plans. She has served as a featured speaker at large-scale fundraising events, at citywide conferences on workforce and climate mitigation, and, most recently, at the Organization for Economic Cooperation and Development annual conference in Antwerp, Belgium. Following seven years of board service, Irene became the Board Chair of College and Community Fellowship in April 2021, supporting the organization through transformative leadership transitions. Before joining HOPE, she served as Senior Development Manager for Read Alliance. Irene holds an MPA from Baruch College and a BA in French from Roanoke College, and completed Columbia Business School’s Senior Leaders Program.

David Samuels

Partner, Perlman & Perlman

David G. Samuels rejoined Perlman & Perlman as a partner in 2021, having previously been at the firm from 2001 to 2006. Mr. Samuels has, since 2007, been named annually as one of the Best Lawyers and Super Lawyers in the New York metropolitan area in the category of Non-Profit/Charities Law. He was named by Best Lawyers as its New York City Non-Profit/Charities Law Lawyer of the Year for 2016 and again for 2018. Mr. Samuels has extensive experience representing numerous public charities and private foundations, including social service agencies, grant-making foundations, mental health facilities, educational organizations, and religious institutions. His clients include New York University, Council for Economic Education, Atran Foundation, Board of National Missions, Interborough Consultation Center, Littauer Foundation, Pencils of Promise, Jewish Joint Distribution Committee, Workers Circle, and the YWCA of the City of New York. Mr. Samuels is a recognized expert on a wide range of issues involving charitable organizations, including compensation, governance, fiduciary duty, self-dealing and conflict of interest, prudent investments, and endowments and restricted funds. He represents targets of investigations and inquiries from government agencies (including the New York Attorney General). He frequently deals with the Attorney General on regulatory matters, including sales, mergers, dissolutions, and cy pres applications. He teaches the course on Charitable Organizations as an adjunct professor at New York Law School. Mr. Samuels is former chair and a member of the Nonprofit Organizations Committee of the New York City Bar Association. He has chaired and participated in numerous continuing legal education and accounting education programs on nonprofit issues. Mr. Samuels is the lead editor and co-author of a treatise, Nonprofit Compensation, Benefits, and Employment Law, and has written extensively on nonprofit issues with numerous articles published in the New York Law Journal and elsewhere. He is also an experienced civil and appellate litigator and employment lawyer. Mr. Samuels received an A.B. degree (cum laude) from Harvard College in 1974, a J.D. degree from Harvard Law School in 1978, and an LL.M. from NYU School of Law in 1985. Mr. Samuels was Deputy Chief of the New York AG’s Charities Bureau from 1987 to 1995. He was previously a partner at Duval & Stachenfeld and at Butler, Fitzgerald & Potter. Mr. Samuels is admitted to practice in the state and federal courts in New York.

John Harrison

Chief Executive Officer, Community Mediation Services (CMS)

John M. Harrison has served as the Chief Executive Officer of Community Mediation Services (CMS) since 2017. John is a seasoned executive who has successfully developed countless programs that intersect conflict resolution strategies with family stability, justice, educational attainment and overall community well being. Most notably, John is the architect of CMS’ juvenile and criminal justice arm founded on an alternative to incarceration platform. Since John began his career at CMS in 1998, his commitment to community has resulted in positively redirecting thousands of lives. John is also passionate about mentoring and training. He applies his diverse leadership experiences to assist a team of over 100 professionals to identify emerging trends, engage in critical policy issues, exchange proven practices, and advance their work through advocacy both locally and regionally. John received his B.A. from SUNY College at Old Westbury and Master of Social Work from Adelphi University.

David G. Greenfield

Chief Executive Officer, Met Council

David G. Greenfield is the Chief Executive Officer and Executive Director of Met Council. He is an accomplished legislator, popular law professor and noted media personality with broad experience in government and not-for-profit organizations. As CEO and Executive Director, David has expanded Met Council’s mission and services to help over 225,000 New Yorkers in need through a multitude of direct services and policy advocacy. In his eight years in the City Council, David authored nearly 30 pieces of legislation that were signed into law by Mayors Michael Bloomberg and Bill de Blasio. David passed historic legislation mandating affordable housing, reforming the landmarks preservation process, and providing free security guards for over 100,000 private school children. David chaired the New York City Council’s influential Committee on Land Use from 2014 through 2017, overseeing the Department of City Planning, the Landmarks Preservation Commission and the Department of Information Technology and Telecommunications. In that role, David was instrumental in developing and implementing a new affordable housing plan for New York and rezoning four neighborhoods including East Midtown Manhattan. He was also a member of the Speaker’s leadership team and the Council’s budget negotiation team, which is responsible for determining the City's more than $85 billion budget with the Mayor’s office. Prior to serving on the City Council, David was Executive Vice President of the Sephardic Community Federation, working closely with public officials at every level of government to improve the lives of all New Yorkers. He was also the founding Director and Counsel of TEACH NYS, advocating on behalf of parents of New York State’s 500,000 Catholic, Jewish and independent school-children. His work led to legislation providing for $600 million in tax credits to parents of all school-age children. David is a graduate of the Georgetown University Law Center in Washington D.C. and Touro College in New York City, where he graduated summa cum laude and was valedictorian. David has received numerous commendations and recognition for his work as a civic and non-profit leader. Most recently, he was listed in the Power 100 list of most powerful New Yorkers, Power 100 list of most influential non-profit leaders and was also recognized by City & State as among the top 10 most influential residents of Brooklyn. Greenfield also teaches the next generation of lawyers as adjunct Professor of Law at Brooklyn Law School. He is a proud lifelong resident of Brooklyn, where he happily lives with his wife and children.

Wanda Matos

Vice President, Director of Non Profit Services, Ponce Bank

Wanda Matos holds a degree in Marketing from UASD University, Dominican Republic and has served the Bronx and Upper Manhattan for nearly 20 years, first at Banco Popular and now at Ponce Bank. Her business development skills, drive for financial literacy, volunteerism, and experience working with top-tier Not-for-Profit organizations, resonates profoundly with Ponce Bank’s mission to become an engine for Socio-Economic Empowerment within the communities it serves. In recognition of her experience and ideals, Matos earned the role of Vice President and Director of Non-Profit Services overseeing the development of the NFP portfolio and serving as a liaison between these organizations and Ponce Bank. According to Matos, “Community means all working together for a common purpose where people’s ideas, needs and desires are taken into consideration for the well-being of everyone equally.” Matos’ passion towards empowerment and equity, combined with her decades-long experience as a banker serving the Bronx and Northern Manhattan, forged a deep understanding of how Not-for-Profit organizations strive to improve the quality of a community, and the role Financial Institutions can play in their success. For the past 20 years Wanda Matos has been committed to amplifying these relationships for the benefit of all. Wanda has been recognized as a 2021 Women in Business by the New York City Hispanic Chamber of Commerce for her excellent in Non Profit Engagement.

Michael Lamberg

National Sales Director, Lamb Insurance

Michael is the National Sales Director, leading the growth of Lamb’s sales team across the US. He and his team serve as advocates for Lamb clients, helping to structure the most cost effective and expansive insurance programs. Michael joined Lamb Insurance Services in 2013 and spent the first nine years of his professional experience running a service team, an experience which still guides him in his educational and customer centric approach. Prior to joining the Lamb team, Michael spent eight years at Thomas Reuters as a valued member of the Corporate Services Group where he was responsible for providing stock market advisory research for publicly traded companies. In addition to his knowledge and understanding of insurance products designed to help human service organizations, Michael is an expert in Worker’s Compensation offerings here at Lamb Insurance Services. Michael earned his BA from Syracuse University and his Masters (Cum Laude) from New York University.

Agenda

8:00am

Breakfast and Registration

8:30am

Welcome and Opening Remarks By Emcee David Greenfield, Chief Executive Officer, Met Council

8:35am

Board Responsibilities & Training 101

One of the fundamental challenges that far too many board members and boards have is that they don’t have a strong understanding of their roles and responsibilities. And how has the important changes that have taken place during the pandemic change the roles of nonprofit boards and executives. This lack of understanding of what is or isn’t a part of the board’s necessary roles can lead to a whole host of dysfunctions, such as micromanagement, rogue decision-making, lack of engagement, and more. Learn the do’s and don’ts of being on a board.

Marcella McKoy, Human Resources Professional and Chairperson of the Culture Committee, Graham Windham (moderator)

Kate Krug, Executive Vice President, Nontraditional Employment for Women

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

John Eusanio, Partner & Not-for-Profit Practice Leader, Citrin Cooperman

Roberta Katz, Nonprofit Finance Consultant, Roberta Katz Consulting

9:25am

Essential Financial Tools and Documents for the Staff and Board

Nonprofit boards need up-to-date financial information to make informed decisions. Through effective financial oversight, the board assures the public-at-large that all resources and benefits received are used to support the nonprofit’s mission. Some of the following are important strategies to jumpstart financial oversight capacity: have an active finance committee, provide financial policies document, support the auditing team if needed, review financial statements, and financial training for board members.

Amy West, Executive Vice President And Chief Financial Officer, AHRC NYC (moderator)

Irene Branche, Chief Development and Evaluation Officer, The Hope Program

Jim Norton, CPA, Senior Manager, Accounting Technology Services, GRF CPA's & Advisors

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

Keith Mulvihill, Vice President – Nonprofit Organizations, Lockton Companies, LLC

Wanda Matos Taveras, Vice President, Director of Non-Profit Services, Ponce Bank

10:15am

Refreshment Break

10:30am

Introductory Video By Rebecca Sanborn, President, Sanborn Corporate Training Solutions, LLC

Diversity and Inclusion in the Boardroom

Diversity, equity, and inclusion (DEI) play important roles in the nonprofit boardroom. The integration of diversity, equity, and inclusion with board leadership can look like many different practices across assessment, recruitment, and retention – and beyond. It is essential to engage the board in training and conversations around the value of practicing diversity, equity, and inclusion. It also becomes necessary to evaluate board recruitment strategies and processes, such as by proactively seeking out new networks to include individuals outside of your immediate circles.

Jennifer Jones Austin, Chief Executive Officer and Executive Director, Federation of Protestant Welfare Agencies (moderator)

John Harrison, Chief Executive Officer, Community Mediation Services, Inc.

James E. Mann, Board of Directors The Children's Village

Surjit Chana, Chairman of the Board, Care for the Homeless

11:20am

Creating an Engaged Board while Recruiting and Retaining Multi-Generational Board Leaders

An engaged board is a forward-thinking and cooperative team that works together to put its expertise to use. Engaged board members feel motivated to work between their scheduled meetings, collaborate to overcome challenges, and develop creative plans to fulfill their mission. What’s more is that today’s nonprofit organizations often have members from at least three generations competing for influence and attention. What is the best way to come together and keep all age groups interested and engaged? What is the best way to motivate them to do everything in their power to reach and even exceed the nonprofit’s objectives.

Judy Levine, Executive Director, Cause Effective (moderator)

Stanley Capela, Corporate Compliance Officer. HeartShare Human Services of New York

Miguel Guadalupe, Director of Donor and Community Engagement, BRC

Scott Short, CEO, RiseBoro Community Partnership

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

12:10pm

Lunch

1:10pm

Board Governance and Liability

Board members have a financial responsibility to drive the organization towards a sustainable future by adopting sound, ethical, and legal governance and financial management policies, as well as by making sure the nonprofit has enough resources to advance its mission. Board members also play very important roles providing guidance to nonprofits by contributing to the organization’s culture and diversity initiatives, strategic focus, effectiveness, and financial sustainability, as well as serving as ambassadors and advocates. Beyond fulfilling legal duties, board members are extremely important resources for the organization.

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

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

Wayne Ho, President & CEO, Chinese-American Planning Council, Inc.

Sharon Cody, Nonprofit Market Manager, Labyrinth, Inc and Harbor Compliance

David Samuels, Partner, Perlman & Perlman

2:00pm

Accounting, Finance & Auditing: How Board Members and Nonprofit Executives work together

The long-term success of a nonprofit depends heavily on the board of directors. These are the people who establish the mission, set goals, hire executives, and ultimately are responsible for the financial stability of the organization. As part of its fiduciary responsibilities to the nonprofit, the board is responsible for oversight of the nonprofit’s accounting functions and the performance of the independent auditor if one is hired. How can you set up your board for success in terms of financial oversight and proper auditing functions?

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

Adam M. Doyno, FoundingExecutive Director, CUNY School of Public Health Foundation

Alexander Buchholz, Partner, PKF O'Connor Davies LLP

Hope Goldstein, Partner‑in‑Charge, Nonprofit, Government & Healthcare Group, Marks Paneth LLP

Michael Lamberg, National Sales Director, Lamb Insurance

2:50pm

Refreshment Break

3:05pm

Succession, Transition and Mergers Planning: Finance, Operations and Strategy

Change at the executive level — whether planned or sudden — requires the board to provide strong leadership and direction as it contemplates what the organization needs from its next leader. Successfully managing the departure of an executive and the recruitment, hiring, and installation of a new executive is a complicated process that typically requires months of work in addition to a reword of financial planning and operational strategies. This also applies to merger activity for nonprofits where often the most successful have a pre-organized succession plan for top leadership.

Allison J. Nickerson, CEO, LiveOn NY (moderator)

Lew Zuchman, Executive Director, SCAN-Harbor

Jenn Krueger, Strategic Project Manager, United Methodist Women

David Harris, Managing Partner, Interim Executive Solutions

Jill Krumholz, Managing Partner, Real HR Solutions

3:55pm

The Partnership Between your Board and your Staff: Maximizing Time to Increase Impact

The dynamics of the board-executive partnership has a strong effect on the health and sustainability of an organization. Board members and executives have different roles, and the balance of power helps them to get the work of the organization done. The relationship between the board and the executives requires recognizing and appreciating each other’s position within the organization. When both teams are working together like this it maximizes the impact of the nonprofit.

Sharmila Rao Thakkar, Executive Director, Staten Island Not For Profit Association (moderator)

Jan Fisher, Executive Director, Nonprofit Westchester

Maurice K. Segall, Director, New York and Fairfield County, CT, Program, Pro Bono Partnership

Rabbi Josh Joseph, Ed.D., Executive Vice President and Chief Operating Officer, Orthodox Union

4:45pm

Sessions Conclude

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