Virtual Nonprofit CheckUp

November 24, 2020  
Webinar
Webinar
Tuesday
1:00PM - 4:00PM
Assessing the Health of Your Nonprofit
Event Description

When the coronavirus (COVID-19) pandemic hit New York, nonprofit organizations did their best to ensure safe operations while still carrying out their missions—and, in many cases, increasing their workload. So many people rely on the services that nonprofits provide to New York communities, especially in times of crisis. New York Nonprofit Media will host “Virtual Nonprofit Checkup” bringing together Executive Leadership from nonprofits across New York to learn how to best assess the health of your nonprofit amid the pandemic and going forward into the new normal.

Speakers
Karin Kunstler Goldman
Assistant Attorney General, New York State Attorney General's Charities Bureau
Karin Kunstler Goldman is the Assistant Attorney General in the New York State Attorney General's Charities Bureau. Karin was the 2001-2002 president of the National Association of State Charity Officials and is a founding member of the Governance Matters. She has served on the advisory board of New York University’s National Center on Philanthropy and the Internal Revenue Service’s Advisory Committee on Tax Exempt Entities. As a volunteer, Karin participated in training programs conducted for charity regulators throughout the country by the National State Attorneys General Program at Columbia University Law School. Prior to joining the Attorney General's office, Karin was a Reginald Heber Smith Fellow and a staff attorney at South Brooklyn Legal Services Corporation. As an Eisenhower Exchange Fellow in Hungary, Karin worked with nonprofit organizations, government officials and legislative drafters in developing the law and regulations affecting Hungary’s nonprofit sector. She has consulted with government officials in Ukraine and China on the development of statutory regulation of charitable organizations in those countries. Karin was a guest of the People’s Republic of China at its 2007 International Symposium on Charity Legislation in China at which she was a speaker, and in 2015 she participated in workshops in China on the developing nonprofit law. Karin is a co-author of State Regulation and Enforcement in the Charitable Sector, a 2016 report of the Urban Institute. Karin and her husband, Neal, spent two years as Peace Corps volunteers in Senegal, West Africa. They have two children and four grandchildren. Karin has a law degree from Rutgers University Law School, a BA from Connecticut College and an MA from Columbia University.
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.
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.
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.
Lisa Burch
Vice President and Chief Operating Officer, Family and Children’s Association
Lisa Burch, MPH joined the staff of Family and Children’s Association in May of 2015 as the VP and Chief Operating Officer. Lisa has over 25 years’ experience in public health, non-profit management, community and government relations, grants administration, budgets, strategic planning, and program development. Prior to joining FCA Lisa worked for Northwell Health for 11 years where she first established the Office of Sponsored Programs followed by a Sustainability and Social Responsibility (SSR) program. Earlier in her career, Lisa worked for Odyssey House, the Osborne Association, Planned Parenthood of New York City and Safe Horizons. Lisa earned her BA in Psychology from Clark University; her MPH from Hunter College and a Certificate in Corporate Citizenship Management from Boston College.
Jennifer Jones Austin
CEO 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.
Jeremy C. Kohomban
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 annually. Jeremy is an author, an activist, and always a pragmatic leader. He played a leading role in the family support, juvenile justice and residential treatment reforms that are transforming systems. He is driven by the belief that every child, regardless of age, deserves a family, and he is outspoken about 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. Senators Wyden and Hatch added his name to the Congressional Record as an example of bipartisanship. His testimony to the US Senate Finance Committee calling for reform of the multi-billion Title 4E funding was pivotal to the success of the Family First Prevention Services Act (FFPSA). The Imprint notes that Dr. Kohomban was one of the most important off-the-Hill boosters of the FFPSA effort, described as the “biggest federal overhaul of foster care in decades”. City Limits magazine identified him as a leader with a “clear vision for the future” and in his book, From Pariahs to Partners, How Parents and their Allies Changed New York City’s Child Welfare System, David Tobis describes him as “one of the most parent-focused, reform-minded, and effective administrators in the field”. Jeremy chairs the Human Services Council, is 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, has 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.
Roberta Katz
Founder, Roberta Katz Consulting
Roberta Katz is the founder of Roberta Katz Consulting, a nonprofit consulting business that provides nonprofit organizations with the advice, guidance and tools that have proven to be effective in building and maintaining strong finance departments. Prior to starting her consulting business, Roberta held key senior financial management positions in several major nonprofit organizations for 15 years and experienced the day-to-day challenges faced by their finance departments. She successfully implemented innovative and practical solutions resulting in streamlined processes and operational and procedural efficiencies that she now provides to nonprofits as a consultant. Roberta spent the early part of her career as an auditor for a Big Four accounting firm and as a tax manager for a mid-sized CPA firm. Roberta earned an M.B.A in Accounting from CUNY, Bernard M. Baruch Graduate School and a B.A. in Mathematics from Stern College for Women. Roberta has had articles published in The CPA Journal, The NonProfit Times, LinkedIn and has produced webinars addressing critical issues faced by nonprofit finance departments.
Myrlande Hector, CPA, CFE
Manager, Mazars USA LLP
Myrlande possesses over 13 years of accounting experience. She specializes in providing services to media, not-for-profit, and manufacturing and distribution clients. Myrlande has worked extensively with external audits and preparing financial statements for not-for-profit, OMBs, FQHCs, and corporations. Her experience includes audits and reviews under the U.S. GAAP reporting framework, audits of nonprofit entities under the Uniform Guidance and Yellow Book, assessment of internal controls, and presenting findings to management for internal controls improvement. Prior to joining Mazars USA she was a Manager at a regional accounting firm. Myrlande received her Master of Business Administration (Accounting) and Bachelor of Business Administration (Accounting) from Caldwell University.
Matthew Kirkpatrick
VP of Business Development, Paymerang
Matthew Kirkpatrick is VP of Business Development for Paymerang, a FinTech Automation Company located in Richmond, VA. Matthew is married with four kids and loves to travel with wife Adrienne – Mexico and Florence are his two favorite destinations so far. In his spare time, he likes to golf and try foods from different cultures. As a former collegiate athlete and coach, Matthew enjoys the transferable skills from the world of athletics to business. He is passionate about Paymerang mainly because of two things – the company culture, which is diverse, inclusive and collaborative and the way he gets to help Nonprofits by making a positive difference.
Keith Mulvihill
Vice President, Nonprofit Organizations, Lockton Companies, LLC
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.
Matthew Estersohn
Partner, Marks Paneth LLP
Matthew Estersohn, CPA, is a Partner in the Nonprofit, Government & Healthcare Group at Marks Paneth with nearly 15 years of experience in providing accounting, auditing, tax and consulting services for the nonprofit industry. He has planned, coordinated and conducted audits for a wide range of nonprofits, including human service organizations, educational and cultural institutions, membership organizations and private foundations. He also specializes in Single Audits for organizations that receive federal funding. Mr. Estersohn has additional expertise performing audits of cost reports, including the New York State CFR, compliance audits, and audits of multi-employer and single employer pension plans (defined benefit and defined contribution). He has written reports for his clients on matters including operating efficiencies and best practices, internal controls, financial reporting, and governance and has assisted with due diligence on nonprofit mergers and acquisitions. In addition, Mr. Estersohn regularly publishes articles and leads training seminars on various accounting and auditing matters affecting the nonprofit industry. Mr. Estersohn is based in the firm’s New York City headquarters.
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.
David Garza
President & CEO, Henry Street Settlement
David Garza has been President & CEO since July 2010. He joined Henry Street’s Workforce Development Center in 2001 and was promoted to its chief administrator in 2005. Prior to Henry Street, he worked as a retail management executive and an independent producer for film, television, and corporate marketing projects. David is a graduate of Harvard College and the Institute for Not-for-Profit Management at Columbia Business School. He serves on the executive committee of the board of directors for the New York City Employment and Training Coalition and in September 2020 was selected to chair the coalition’s newly formed NYC Workforce Business Council. Garza also serves on the boards of the Betances Health Center, Citizens Committee for Children, Human Services Council, and United Neighborhood Houses; and the New York City Regional Economic Development Council. In 2019, Garza was named by City & State New York to the inaugural Nonprofit Power 50 List. In May 2020, David was appointed to two mayoral Sector Advisory Councils, for Non-Profit and Social Services and for Arts, Culture, and Entertainment.
David Woodlock
President and CEO, Institute for Community Living
David Woodlock is the President and CEO of the Institute for Community Living, Inc. He has led ICL in pioneering the use of person-centered, whole health care that leads to improved health outcomes and reduced health care costs. In 2018, this work culminated in the opening of one of the country’s largest and most comprehensive health centers, the East New York Health Hub. Under his leadership, the agency has become one of the country’s leading innovators in helping people with serious mental illness and substance use issues. David was the 2018 recipient of the National Council for Behavioral Health’s Visionary Leadership Award. During more than three decades at the New York State Office of Mental Health, David served as Deputy Commissioner for Children and Families and secured the largest annual appropriation for children’s mental health services in the state’s history. David later served as CEO of Four Winds Hospital, a private psychiatric system in upstate New York. David received both his Bachelor of Arts in Humanities and a Master’s of Science in Special Education from Syracuse University.
Donna Lieberman
Executive Director, New York Civil Liberties Union
Donna Lieberman has been the executive director of the New York Civil Liberties Union since 2001. She founded its Reproductive Rights Project. During her tenure, the NYCLU has grown to over 140,000 members, with 8 offices around the state, and become the state's leading voice for freedom, justice and equality, especially for those whose rights are most at risk: people of color, young people, and low-income New Yorkers. Under her leadership the NYCLU has developed an integrated strategy that combines litigation, public education, advocacy, and lobbying to promote and protect civil rights and civil liberties. Among the NYCLU’s accomplishments during her tenure are: Criminal Law and police reform o Reforming stop-and-frisk and broken windows policing o Passing the Community Safety Act, and Right to Know Act o Curbing solitary confinement in state prisons and local jails o Ensuring the right to counsel statewide Protecting Protest o Protecting protest at the 2004 Republican National Convention Access to Education o Establishing the NYCLU's Education Policy Center o Exposing and challenging the school-to-prison-pipeline o Leading the campaign to pass the New York City Student Safety Act o Challenging the legality of the East Ramapo school board that disenfranchises Black and Latinx voters and undermines public schools LGBTQ Rights o Co-counsel to Edie Windsor in the lawsuit that struck down the Defense of Marriage Act Women’s Rights o Passing the Women’s Equality Act, Paid Family Leave, and the Reproduction Health Act o Publishing Teenagers,Healthcare and the Law Immigrants' Rights o Defending farmworkers’ right to organize and winning passage of the Farmworkers’ Fair Labor Practices Act o Challenging the Trump regime’s attack on immigrant children and refugees Housing o Landmark settlement in Broadway Triangle promote racial fairness in creation of affordable housing in New York City NYCLU and the Arts o Founding the annual concert, Broadway Stands Up for Freedom o Establishing the Museum of Broken Windows Fostering Youth Leadership o Establishing NYCLU’s youth organizing and leadership development program o Creating the Education Center’s Teen Activist Project (TAP) Ms. Lieberman also speaks frequently on human rights issues including policing and criminal justice, education, reproductive justice and freedom of speech. Publications include “Class to Cuffs: Reforming New York City’s Harsh School Disciplinary Practices” (Impact, 2017), “The Degradation of Civil Society and Hyper-Aggressive Policing in Communities of Color in New York City” (Cardozo Law Review, 2016), “Teenagers, Healthcare & the Law” (NYCLU, 2002, 2018), and “Physician-Only and Physician Assistant Statutes: A Case of Perceived but Unfounded Conflict” (Journal of the American Medical Women’s Association, 1994). Honors and awards include: New York Women’s Foundation (2017), The Fannie Bear Besser Award for Public Service (Rutgers Law School of Newark Alumni Association, 2015), Haywood Burns Memorial Award (New York State Bar Association, 2008), the Margaret Sanger Award (Planned Parenthood of New York City, 2005), and the Edith Spivack Award (New York County Lawyers’ Association, 2012). Lieberman graduated magna cum laude with a B.A. from Harvard, and earned her J.D. from Rutgers University School of Law-Newark.
David Rottkamp
Partner, Not-for-Profit Practice Leader, Grassi & Co.
David Rottkamp Audit Partner, Not-for-Profit Practice Leader Grassi & Co. David M. Rottkamp, CPA, is an Audit Partner, Not-for-Profit Practice Leader, at Grassi. David has over 34 years of experience providing audit and advisory services to the not-for-profit and health care industries. David focuses on organizations serving individuals with special needs, religious organizations, educational institutions, membership associations, social service providers, healthcare providers, foundations, and the arts and culture world. David’s technical knowledge allows him to provide specific services, including Single Audits/Uniform Guidance compliance audits and retirement plan audits. Since beginning his career, David has advised some of the area’s most successful not-for-profit and health care organizations in areas such as: financial reporting systems, implementation of IRS Form 990 guidelines and new accounting standard updates, sustainability and succession planning, internal control reviews, developing financial forecasts, and providing quality board education and governance advice. Through his focus on education and board awareness, he has improved the internal structure for many of his clients, demonstrating his industry leadership. David is an active member of the New York State Society of CPAs (NYSSCPA), where he is Past Chair of the Not-for-Profit Committee and several of its subcommittees, including government funding sources and cost reporting updates. David has also chaired the statewide Not-for-Profit Conference for the NYSSCPA for four years. David is the chair of a NYSSCPA subcommittee, working with the New York State Consolidated Fiscal Reporting Interagency Committee, collaborating with NYS officials on possible revisions to Appendix AA, “Audit Guidelines” of the CFR instructional manual and the instruction manual itself. An authority in the industry, David has presented on a variety of topics relating to organizations funded by Federal and New York State governments, including government grants and contracts, Medicaid, Medicare and other third party insurance. Other funding also includes private funding and contributions. David has conducted educational seminars for clients, accounting industry groups, and Not-for-Profit member organizations. He has presented to the Financial Managers Association (FMA) for over 20 years, Interagency Council of Mental Retardation and Developmental Disabilities Agencies, Inc. (IAC), the New York State Society of CPAs Foundation for Accounting Education (FAE), and the New York Council of Nonprofits (NYCON) at their annual Camp Finance. David is also an adjunct professor at New York University (NYU) in Manhattan. Within Grassi, David leads internal education sessions, webinars and has been published in the CPA Journal several times. David is also a member of the firms’ Accounting and Auditing Committee and the Strategic Partner Retreat committee, which plays a significant role in cultivating the firm’s culture and strategic objectives. To give back to the industry in which he serves, David is on the board of the National Multiple Sclerosis Society - Greater New York City/Long Island Chapter. Beyond his local work, David is a member of the National Board of Directors of the National Multiple Sclerosis Society and is immediate past chair of National’s audit committee. David is the immediate past Chair of the board of directors of directors of NYCON and also on the board of Governance Matters, Inc. He is also a member of the American Institute of Certified Public Accountants (AICPA). David is a graduate from Pace University, with a BBA in Accounting.
John MacIntosh
Managing 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.
Alice K. Jump
Partner, Reavis Page Jump LLP
Alice K. Jump is a Partner at the Reavis Page Jump LLP. Her practice focuses on litigation, alternative dispute resolution and business counseling, with particular emphasis on representing clients in the financial services and real estate industries as well as educational and non-profit institutions. She also counsels organizations and individuals in connection with employment, compensation and employee restrictive covenants, real estate transactions and partnership, and trust and estate matters. She has represented clients in cases before state and federal courts and other tribunals involving securities, employment, discrimination and whistleblowing claims, real estate, trusts and estates, partnerships, education and general commercial disputes. Prior to her work with Reavis Page Jump LLP, Ms. Jump practiced at one of the leading international law firms and served as in-house counsel to a major broker-dealer. She has over thirty years of experience as a commercial litigator and legal advisor. Ms. Jump has a Martindale-Hubbell AV Preeminent Peer rating and was selected to Super Lawyers for the New York Metro area in 2019 and 2020. She is admitted to practice in New York and before the United States District Courts for the Southern and Eastern Districts of New York and the United States Court of Appeals for the Second Circuit.
Jeff Sobel
President & Founder, Jeffrey Sobel Consulting, LLC
As an aggressive problem solver and decision-maker, Jeff has over 25 years of proven success in business development activities, fundraising, strategic planning, and social investment. His expertise in ensuring non-profits have the right plan in place that will drive growth and sustainability has resulted in his raising over $100 million from individual, corporate, foundation, and government sources. Jeff’s strength in creating and leading the vision for organizations who serve others, led him to his success in the for-profit sector in launching and raising the initial seed capital for two businesses: Oxygen Benefits Consulting and Ocean Initiatives, LLC. In combining his immersion in both sectors, Jeff has also established a practice for building social impact programs and balancing strong business performance with strengthening and impacting society.
Agenda
1:00pm

Welcoming Remarks By Kay Dervishi, NYN Media

1:05pm

Effective Nonprofit Leadership & Operation

Leaders and nonprofit operations have never been more scrutinized than they are in a time of crisis.  Most good leaders know that their nonprofit is only as effective as its people, so it’s imperative to staff your organization for success. Furthermore, nonprofits that are concerned about their own viability will also be thoughtful about operating smooth transitions of leadership - as well as making sure their nonprofit is prepared for unexpected changes. And finally, the panel will address how to promote a good, comforting work environment with an efficient operational style, while working with a board to oversee leadership transition, make the hard calls, shift practices and do what it takes to get to operate monetarily and legally efficient .

  • Amy West, Executive Vice President And Chief Financial Officer AHRC NYC (Session Leader)
  • Jeremy Christopher Kohomban, President and Chief Executive Officer, The Children's Village
  • David Garza, President & CEO, Henry Street Settlement
  • David Rottkamp, Partner, Not-For-Profit Practice Leader, Grassi & Co.
  • John Eusanio, Partner & Not-for-Profit Practice Leader, Citrin Cooperman
  • Alice K. Jump, Partner, Reavis Page Jump LLP
2:00pm

Audience Q&A

2:05pm

Importance of Operational and Financial Health of Your Organization

The hard-hitting pandemic identified the need that nonprofits for organizational resilience and helped ensure community well-being by embracing virtual collaboration tools and practices. How can nonprofit executives, funders, and advisors identify what matters most when reviewing finances especially in times of crisis? What are some trends and indicators that can direct them through an overwhelming amount of data and help assess true financial health? What do remote operations mean for your business? Is this a short-term anomaly or a long-term trend? How does your organization continue to work and create value in this new environment while fulfilling its mission?

  • David Woodlock, President and CEO, Institute for Community Living (Session Leader)
  • Donna Lieberman, Executive Director, New York Civil Liberties Union
  • Jennifer Jones Austin, Chief Executive Officer and Executive Director, Federation of Protestant Welfare Agencies
  • Ethan Kahn, Partner, Not-for-Profit Practice Leader, & Myrlande Hector, Manager, Mazars USA LLP
  • Roberta Katz, Nonprofit Finance ConsultantRoberta Katz Consulting
  • Matthew Kirkpatrick, VP of Business Development, Paymerang
  • Keith Mulvihill, Vice President, Lockton Companies
3:00pm

Audience Q&A

3:05pm

Pivoting During a Pandemic: Lessons Learned

No one has everything figured out yet, but this panel will address some actions nonprofits can take to be fiscally responsible in the uncertainty New York faces right now. It is important to prioritize stability by making sure staff feels supported while working remotely and discussing how long will you be working remotely, what do virtual meetings look like, implementing telehealth and more. Nonprofits should also track and apply for the many national and regional funds created to support nonprofits while also learning from funders and making them feel connected to how you are adapting. And finally, perhaps it is time to re-evaluate fundraising through creativity and innovative technology. It is important to take a pause and re-examine your nonprofit overall in order to stay focused and effective.

  • Michelle Yanche, Executive Director, Good Shepherd Services (Session Leader)
  • Karin Kunstler Goldman, Assistant Attorney General, New York State Attorney General's Charities Bureau
  • Lisa Burch, VP & Chief Operating Officer, Family and Children's Association
  • Matthew Estersohn, Partner, Marks Paneth LLP
  • John MacIntosh, Managing Partner, SeaChange Capital Partners
  • Jeffrey Sobel, Founder and President, Jeffrey Sobel Consulting LLC
4:00pm

Audience Q&A

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