2022 Nonprofit Opcon

This event focuses on streamlining processes and operations for nonprofits in New York. How do we make things easier and more pleasant for executive leadership, operations, IT, risk, finance, HR and more? There are new industry standards to consider, and new guidelines around applying for public funds to learn. Bring your organization into the 21st century and abandon old practices that are depleting your valuable resources! It’s a new day in the nonprofit industry; join us as we explore these insights and strategies.

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8:00 AM	Reception Begins Emcee Gary Bagley, Adjunct Professor of International and Public Affairs, Columbia University School of International and Public Affairs and Baruch College of The City University of New York
8:35 AM	Streamlining Processes, Operations, Finances & Investments through Strategy Successful organizations use many different tracks of strategy in developing their mission, from organizational to programmatic. Key to this process is developing a focused, purposeful strategy that incorporates systems, resource allocation, data management, finances, and more. This panel will explain how efficient operations and processes can enhance your nonprofit’s administrative efficiency, streamline monetary functions, and create operational stability so you can focus more of your energy on your mission. Adam M. Doyno, Director of Development, CUNY School of Public Health (moderator) Lisa Stein, Chief Financial and Administrative Officer, STORYCORPS Ryan S. Young, Chief Operating and Financial Officer, Community Change Eleanor "Ellie" Hume, Director, Your Part-Time Controller, LLC Roberta Katz, Nonprofit Finance Consultant, Roberta Katz Consulting Carlos Alegria, Senior Manager, BDO FMA
9:20 AM	Hiring the Best Staff in the New Marketplace: What Works and What Doesn’t Due to an unprecedented pandemic and a tumultuous economy, now, more than ever, nonprofit leaders must focus on the people of their organization and ensure they are hiring effective employees who can navigate the choppy waters of today. So, what are nonprofits dealing with, and what are potential solutions to the recruiting and retaining difficulties? Linda Santinoceto, Executive Director for the Nonprofit Sector, TriNet (moderator) Robyn Dietz, Head of Talent Management & Human Resources, CHILDREN’S AID Yolanda Robano-Gross, Chief Executive Officer, Options for Community Living, Inc. Lissa Mariel Southerland, Executive Vice President, Chief Operating Officer, Rising Ground Andy Widholm, SHRM-CP, Vice President of Sales, Extensis HR
10:05 AM	Refreshment Break
10:20 AM	Innovation and Technology to Take your Operations to the Next Level For nonprofits, there is no going back to “normal.” And in many ways, that’s for the better. For many nonprofits pre-pandemic, technology was an afterthought that was too often considered a necessity rather than a benefit. Seemingly overnight, organizations that once saw the digital transformation as a long-term project were implementing, developing, and spending on technology that could keep them connected to their supporters and keep their missions going. The panel will address digital innovation for operations, finance and cyber security, use of apps and mobile growth, future of virtual event production and more. Alan Mitchell, Executive Director, HealthEfficient (moderator) Greg Cornell, Founder & Producer, ArchiteX Inc. Michelle Yanche, Executive Director, Good Shepherd Services Daniel Riff, Senior Manager of Government & Nonprofit, DoorDash H. Aldervan Daly, CRFE, Executive Vice President for Institutional Advancement, Rising Ground
11:05 AM	Special Presentation: Fiduciary Liability for Not-For-Profit Organizations A retirement savings plan is a “must-have” benefit for nonprofits to attract top talent. But creating and developing a plan can be confusing, especially if you don’t have a specialized finance background. Also, executive leaders have a fiduciary responsibility to manage the plan responsibly or else they could be held personally liable. Mark Rubinstein, President/Investment Advisor Representative, Incline Pension Consulting Brian Lynch, Regional Director, Pentegra
11:40 AM	Future of Work Navigating Real Estate as a Not-for-Profit From tragedy and challenge come new ideas, new innovation, and new life. As we consider ways that Covid-19 has disrupted office leasing markets and the workplace experience in 2020 and 2021, exciting opportunities await us in 2022 and beyond. This panel aims to help not-for-profits navigate their real estate decisions and offer insight into ways to save time and money and create the perfect environment for your organization. Keith Little, President & CEO, SCO Family of Services (moderator) Rita Kurniawan, Director of Housing and Real Estate, Chinese-American Planning Council, Inc. Christopher D. Turner, Director of Transaction Services, Denham Wolf Richard Mirliss, Managing Member and Practice Leader, Consilium Partners, CohnReznick Real Estate Jodi Warren Esq., Partner, Capell, Barnett, Matalon & Schoenfeld Stephen Powers, Co-Founder, OPEN Impact Real Estate
12:40 PM	Luncheon
1:35 PM	What Nonprofits Need to Know About Nonprofit Accounting and Finance Maintaining the financial health of any nonprofit is a challenge before you factor in the specific aspects of your organization. Keeping up with regulatory changes, managing all sources of funding, tracking organizational costs, and more is demanding, whether nonprofits are handling the single audit or multiple city/state/federal mandates. Our panelists will highlight strategies and resources to help you increase your financial fluency and create systems for efficient financial management.. Lew Zuchman, Executive Director, SCAN-Harbor, Inc. (moderator) Lisa-Rene Brown, Chief Finance Officer/Director of Human Resources, Bedford Stuyvesant New Beginnings Charter School Rick Goerg, Vice President & CFO, The Children’s Village John Eusanio, Partner & Not-for-Profit Practice Leader, Citrin Cooperman Alexander Buchholz, Partner, PKF O'Connor Davies, LLP
2:20 PM	Strengthening Security for Nonprofits In October 2021, Governor Hochul announced more than $33 million in funding allowing nonprofits to strengthen the security of their facilities, as well as enhance their overall preparedness. No organization can ever be 100 percent secure, but nonprofits that create a strong security culture—one that actively promotes security awareness and a shared sense of mission around security—are much more likely to avoid many of the most common threats. This panel will address the need to support nonprofits with trauma-informed capacity building to better meet the needs of communities Alexandros Hatzakis, Associate Executive Director, FPWA (moderator) Meghan Lynch, Director, US Vision Programs, Helen Keller International Joshua Peskay, vCIO/Cybersecurity, Roundtable Technology Richard Wang, Group Director, Vice President, Signature Bank Jennifer Krueger, Acting Director of IT, United Women in Faith
3:05 PM	Refreshment Break
3:20 PM	Optimizing and Developing a Sustainable Board of Directors 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. Creating an optimal board of directors and offering 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. Claas Ehlers, CEO, Family Promise (moderator) Arva Rice, President & CEO, New York Urban League Randi Corey, Manager of Special Events and Partnership Development, 501(c) Services Jennifer Ratner, Board Chair, EsplanadeFriends Ronald Tompkins, Executive Director/CEO, 82nd Street Academics
4:05 PM	Nonprofit Efficiency: Managing Risk, Overhead and Failure Risk management is a tool that helps nonprofits deal with uncertainty. Leaders of nonprofits must identify and manage risks that threaten their missions and operations, while empowering them to leverage opportunities like the implementation of mandatory electronic filing, and take bold, mission-advancing risks. They must be looking at their overhead expenses as that can be a consideration for donor contribution. It’s also important to consider the importance of customer and vendor relationships and how to balance cost with these valued relationships. Overall the goal to run an efficient nonprofit can be faced with many challenges. Amy West, Executive Vice President and Chief Financial Officer, AHRC New York City (moderator) Hanna Rubin, Director of Registration, New York State Attorney General's Charities Bureau Sharon Cody, Nonprofit Market Manager, Labyrinth, Inc and Harbor Compliance Pamela Mattel, LCSW, President & CEO, Coordinated Behavioral Care Mac Lillard, CPA, CFE, CISA, CRISC, CITP, Manager, Audit and Risk Advisory Services GRF CPAs & Advisors
4:50 PM	Session Concludes

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Individuals with disabilities are encouraged to attend City & State sponsored events. If you require a reasonable accommodation in order to participate in this event, please contact Alexis Arsenault at aarsenault@cityandstateny.com or Amanda Cortez at acortez@cityandstateny.com.

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We require that ALL attendees be vaccinated at least 2 weeks prior to the event and submit to a temperature check upon arrival, to help ensure the safety of all attendees. Please remember to bring a copy or photo of your vaccination card or your Excelsior pass to gain entry. We will space out all attendees in a large room to maintain social distancing. If you have any questions or concerns, please do not hesitate to contact us.

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