Virtual Nonprofit BoardCon

March 18, 2021  
Webinar
Webinar
Thursday
1:00PM - 4:00PM
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 host “Virtual Nonprofit BoardCon” 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.

 

 

Speakers
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.
Karin Kunstler Goldman
Deputy Bureau Chief, New York State Attorney General's Charities Bureau
Karin Kunstler Goldman is the Deputy Bureau Chief 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.
John MacIntosh
Partner, SeaChange Capital Partners
John W. MacIntosh leads SeaChange Capital Partners with overall responsibility for grant-making, credit and investment, advisory services, and market-making. Prior to joining SeaChange, MacIntosh was a partner at Warburg Pincus in the private equity firm’s New York, Tokyo, and London offices. At Warburg Pincus, he was responsible for overseeing the firm’s expansion into several new international markets and industry segments, designed the firm’s investment performance and measurement system, was co-head of professional development, and served as a director of 16 companies. Earlier in his career, MacIntosh worked as a software engineer in Tokyo and a management consultant at Oliver Wyman. John has a bachelor’s degree from Princeton University and a master’s degree in philosophy and public policy from the London School of Economics. He served on the board of New York Junior Tennis & Learning and is on the credit committees of the Contact Fund and MicroVest Capital Management. John lives in Brooklyn with his wife and four daughters.
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.
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.
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Melissa Musser
CPA, CITP, CISA, Risk & Advisory Services Principal, GRF CPA & Advisors
Ms. Musser is a principal at GRF with over 15 years of professional experience. She and her team deliver comprehensive risk-based assessments to help organizations respond to strategic, financial, compliance, operational and IT risks. Her expertise includes establishing, maintaining and optimizing internal controls, compliance, Enterprise Risk Management (ERM), and cybersecurity programs. Ms. Musser is the proud recipient of the 2018 AICPA Information Management and Technology Assurance (IMTA) Standing Ovation award. Prior to joining the firm, Ms. Musser spent 10 years in public accounting focusing largely on nonprofit organizations. Her career also includes four years in risk management roles for global SEC companies where she led major transformation initiatives such as transitions to shared service centers, cybersecurity, SOX optimization, and the development of an ERM council. Additionally, Ms. Musser spent two years at the University Of Akron where she was responsible for ERP system upgrades and system integrations while also working as an adjunct faculty member teaching micro computer business applications. Ms. Musser is a proud CODA (Child of Deaf Adults) and has a passion for being of service to the Deaf and Nonprofit community at large. Ms. Musser has sat on numerous nonprofit boards throughout her career and actively volunteers.
Raymond M. Blake
Director in the Nonprofit, Government & Healthcare Group, Marks Paneth LLP
Keith Little
President & CEO, SCO Family of Services
Keith Little was appointed President & CEO of SCO Family of Services on January 1, 2018. In this role, he assumes oversight of the agency’s extensive continuum of residential and community-based child welfare, early childhood, youth development, family support, special needs, and homeless services. Keith joined SCO in September 2017 as Deputy Executive Director. A hands-on leader with over 30 years of experience at state, city, and nonprofit organizations, Mr. Little brings considerable expertise in the provision of mental health, health care, child welfare, and juvenile justice programs. He has been a tireless advocate for children, youth, and families throughout the metropolitan area. Keith joins SCO from his recent position as Executive Director at Edwin Gould Services for Children and Families, where he was credited with building organizational capacity, external collaborations, and financial sustainability. He has held senior organizational and program leadership positions at the New York State Office of Mental Health (OMH) for two decades. He last served as Associate Commissioner and Deputy Director at OMH, where he was responsible for the direction and oversight of State Operations, including 13 statewide child and adolescent psychiatric centers/units; the coordination of state-local services via regional OMH field offices; and oversight of Division State Operations budget and spending plans. His vast experience includes posts at the Jewish Board of Family and Children’s Services and the New York City Department of Health. Keith earned an MPA from Baruch College, City University of New York, and a bachelor’s degree from University of Bridgeport. He currently sits on the Boards of Directors of COFCCA and the Collaboration of Children and Families (CCF), the Priority and Strategy Council for the Human Services Council, and is a lead member of the Black Agency Executives.
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
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.
Ethan Kahn
Partner, Not-For-Profit Organizations Practice Leader, Mazars USA LLP
Ethan has more than 20 years of experience delivering audit, accounting, tax, and consulting services to organizations of all sizes in the not-for-profit, government-funded and healthcare sectors. His clients cover the full range of nonprofit organizations, including social services, charitable organizations, religious organizations, schools for typical and DD students, private foundations, museums, historical societies and healthcare, including managed care. His holistic audit approach provides benefits to management and the Board beyond the audit process. Ethan is a leader in identifying and explaining the effects of regulations and accounting pronouncements relating to the sector, including NPRA, TCJA and IRS guidance. Ethan is particularly adept at assisting clients with strategic planning, ERM, compliance, due diligence, audit preparation, government audit assistance, oversight of fiscal departments, and compliance and quality reviews. Ethan is an expert on compliance with Federal, State and City funding regulations as well as their cost reports such as the Consolidated Fiscal Report (“CFR”). He has provided testimony before the New York State Senate relating to the Nonprofit Revitalization Act and been active in IRS modifications for non-profit filings. He also has experience as a CFO and Executive Director of non-profits. Ethan graduated from Touro College with a Bachelor of Science in Accounting. He has been the Chair of the NYSSCPA annual Exempt Organizations conference for close to 10 years and is active in several committees of the NYSSCPA.
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.
Alison Wilcox
Chief Executive Officer, Girl Scouts of Western New York
Alison Wilcox is the Chief Executive Officer for Girl Scouts of Western New York, and a lifelong champion of girls and young women. Alison’s former Girl Scout roles include serving as Chief Operating Officer and Senior Vice President of Program and Membership for Girl Scouts of Western New York, and as a Senior Strategy Advisor for Girl Scouts of the USA, providing membership support to 112 Girl Scout councils nationwide. During Alison’s tenure with Girl Scouts, she has worked hard to align services and support to meet the changing needs of girls. In particular, Alison’s work has focused on expanding programming opportunities for girls in the outdoors and in STEM (Science, Technology, Engineering & Math) building a strong organizational culture, increasing community support and fundraising to bring Girl Scouting to all girls, and improving training and services for volunteers. Alison brings over 20 years of global experience in leadership development and recruitment in nonprofit, corporate, cooperative and educational institutions. In addition to Girl Scouts, Alison’s career highlights have included Lead Development Specialist at Delaware North, a global hospitality company in the travel and entertainment industry, as Assistant Director of Admissions for Medaille College, overseeing international recruitment for Canadian students, and as a Career Counselor for women in transition. Alison’s early career included 5 years of international recruitment, camp leadership and teaching. Alison’s board leadership and community support includes serving as Board member and Past Board President and Past Board Treasurer for the Lexington Cooperative Market, Board member of Habitat for Humanity Buffalo, and serving on the Advisory Council for the University of Buffalo’s Center for Leadership and Organizational Effectiveness (CLOE). Alison obtained a Master's degree in Organizational Leadership from Medaille College, a Bachelor of Education from University of Toronto, and a Bachelor of Arts from University of Guelph, which included a semester abroad at S.N.D.T. Women's University in Mumbai, India. Outside of work, Alison loves to travel with her family, enjoys reading, walking and hiking, and the theater.
Mary Antonetti, CPA
Partner, Marcum LLP
Mary Antonetti is a partner in the Firm’s New Haven office, specializing in tax compliance and consulting services to not-for-profit and healthcare organizations. She has 30 years of public accounting experience with national and international firms. Her extensive experience includes for healthcare and other tax-exempt organizations and their for-profit affiliates, including higher education institutions, NGOs, hospital systems, title holding companies, Official Catholic Directory entities, and private foundations. Ms. Antonetti’s expertise includes consultation on the implications of tax reform, unrelated business income, alternative investments, foreign reporting, joint venture transactions, Section 501(r) of the Internal Revenue Code, restructuring, application for exempt status, IRS audit support, community benefit reporting, Community Health Needs Assessments (CHNA), tax-exempt bonds, HHS Provider Relief Funds, CARES Act and private inurement issues. She has also has experience providing middle-market companies with general tax compliance and planning services focused on corporate acquisitions, dispositions and reorganizations of entity structure, including consolidated groups, S-Corporations, and multi-tiered partnerships with domestic and foreign operations. Prior to joining Marcum, Ms. Antonetti served as a director with a Big Four firm located in Hartford.
Nick Brasse
Manager of Special Projects, Volunteers of America–Greater New York (VOA–GNY)
Nick Brasse is the Manager of Special Projects at Volunteers of America–Greater New York (VOA–GNY), a human services organization that operates emergency shelters, transitional housing, and permanent supportive housing in NYC, Northern New Jersey, and Westchester. In this role, he manages high-priority initiatives in partnership with the leadership team and serves as a strategic advisor to the President and CEO. Nick’s portfolio includes strategic planning and public policy work at the local level. Prior to joining VOA–GNY, Nick served as Board Liaison and Special Assistant to the Chief of Staff at Children’s Aid, an organization that operates in the child welfare, education, and health sectors. Nick received his bachelor’s degree in Government and Legal Studies from Bowdoin College. He is also an alumnus of Prep for Prep, an organization that breaks down barriers to success for young people of color. His experience as a recipient of services inspired his passion for contributing to the life-changing work of the nonprofit sector.
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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 Kay Dervishi, Staff Reporter, NYN Media

1:05pm

Board Responsibilities 101

A nonprofit’s board of directors has a variety of responsibilities that vary widely and are equally important. From overseeing operations to being a public face for the organization, the board provides leadership that is essential to a nonprofit achieving its mission. In a time of crisis, it may be common to wonder what your role on a board really means, how you can adjust amid a pandemic to help your nonprofit by showing up and showing support. Our panelists will discuss general best practices during COVID 19 and overall, how to balance short-term and long-term planning as well as governance versus management and where are the boundaries, considerations, tools and resources that are available, and more.

  • Amy West, Executive Vice President and Chief Financial Officer, AHRC NYC (moderator)
  • Nick Brasse, Special Projects Manager, Volunteers of America – Greater New York
  • John W Macintosh, Partner, Seachange Capital Partners
  • Raymond M. Blake, Director in the Nonprofit, Government & Healthcare Group, Marks Paneth LLP
  • Mary Antonetti, CPA, MST, Partner, Marcum LLP
2:05pm

Board Governance, Risk and Compliance

The principles of governance, risk and compliance are critical for board members to ensure a nonprofit is operating effectively, ethically, and legally especially in times of uncertainty. Now more than ever, failure to master governance, risk, and compliance can result in devastating consequences for a nonprofit, from reputational harm to dissolution. This panel will discuss common elements of a governance, risk and compliance strategy, including a conflict-of-interest policy, a whistleblower policy, a code of ethics, proactive plans to mitigate risk, regular board assessments, and more.

  • Jeremy Christopher Kohomban, President and Chief Executive Officer, The Children's Village (moderator)
  • Michelle Yanche, Executive Director, Good Shepherd Services
  • Karin Kunstler Goldman, Deputy Bureau Chief, New York State Attorney General's Charities Bureau
  • Melissa Musser, Risk & Advisory Services Principal, GRF CPA & Advisors
  • Keith Mulvihill, Vice President, Lockton Companies
  • John Eusanio, Partner and Not-For-Profit Practice Leader, Citrin Cooperman
3:05pm

The Positive Board-Staff Partnership

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.

  • Nancy D. Miller, Executive Director/CEO, VISIONS/Services for the Blind and Visually Impaired (moderator)
  • Keith Little, President & CEO, SCO Family of Services
  • Alison Wilcox, Chief Executive Officer, GirlScouts of Western New York
  • Eleanor (Ellie) Hume, Director, YPTC
  • Roberta Katz, Nonprofit Finance Consultant, Roberta Katz Consulting
  • Ethan Kahn, Partner, Not for Profit Leader, Mazars
4:05pm

Sessions Conclude

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