2023 Westchester Nonprofit OpCon

8:30 AM	Breakfast and Registration
9:10 AM	Welcome and Opening Remarks By Emcee Jan Fisher, Executive Director, Nonprofit Westchester
9:20 AM	Keynote Remarks by George Latimer, Westchester County Executive
9:35 AM	Strategic Streamlining to Advance Effective Nonprofit Operations Successful organizations use many different strategic tracks to advance their mission. Key to this process is developing a coordinated focused, purposeful strategy that incorporates systems, implementing payroll systems, including resource allocation, data management, finance, investments, HR and more. This panel will explain how efficient operations and processes can enhance your nonprofit’s administrative efficiency, streamline monetary functions, and create a strong operational infrastructure that augments your mission. Alyzza Ozer, CEO, Boys & Girls Club of Northern Westchester(Moderator) Andy Aujla, Assistant Attorney General-in-Charge, New York State Office of the Attorney General \| Westchester Regional Office Heath Bloch, President and Chief Executive Officer, Andrus Ilana Arbeit, Vice President, Benefits Practice, Charles Newman CO Corinna Creedon, Managing Director, FORVIS Kim Vaccari, President, NFP Advisors, LLC
10:20 AM	Refreshment Break
10:35 AM	Developing a Strong, Impactful and Sustainable Board of Directors Creating an optimal board of directors, recognizing and addressing the critical importance and benefits of racial diversity and inclusion on your board and offering effective board management allows for nonprofits to make a bigger impact. Providing your board with key resources can increase resource development, program impact, strategic planning, and other mission-based work. David McGoy, Director of Strategic Growth, Cause Effective (Moderator) Jeanette Gisbert, Executive Director, Volunteer New York Damian Travier, Executive Director, Access Psychology Foundation Allison Madison, President & Owner, Madison Approach Staffing Inc. Ralph A. Siciliano, Partner, Tannenbaum Helpern Syracuse & Hirschtritt LLP
11:20 AM	December 29,2022 Congress Approves a 403b Pooled Employer Plan (PEP) With the passing of Secure Act 2.0 501© (3) non profit organizations can now join a single 403(b) retirement plan, known as a Pooled Employer Plan (PEP). This program will provide the organization maximum fiduciary protection offered by the regulations, less administrative burden on employers, the potential for reduced plan expenses, and a better participant experience. The panel will discuss the advantages of this new concept in detail during this session. Mark Rubinstein, President, Incline Pension Consulting (Moderator) Marijan Pavisic, VP of Human Resources, Joseph P. Addabbo Family Health Center Jeff Atwell, Sr. VP Fiduciary Services, FiduciaryxChange Scott Holechek, 2nd Vice President Institutional of Sales, Ameritas Wes Schevers, Vice President of Sales, Leafhouse
12:05 PM	Luncheon
1:05 PM	Marketing, Communications & Resource Development So much success in nonprofit communication comes from telling great stories - a tactic that the nonprofit sector uses to create emotional connections with their audiences. This, in turn, makes audiences more likely to take action, such as donate, volunteer, or spread the word. Storytelling has incredible power- it can perpetuate bias and harm or dispel myths and advance respect. Nonprofit stakeholders can use storytelling to flip the script and foster a new, community-centric way to best reflect client and organizational success. Get on track to connect deeper with stakeholders, establish long-term relationships, and do the work to advance your mission. Sonya Shields, Executive Director, Cause Effective (Moderator) Tania Weiss, Executive Director, Cancer Support Team Faith Ann Butcher, Chief Impact Officer, United Way of Westchester and Putnam Elizabeth Bracken-Thompson, Partner, Thompson & Bender
1:50 PM	Risk Management and Scenario Planning: Lessons Learned from COVID-19 Proactive risk management and scenario planning is essential for nonprofits as they plan for uncertainty and seek to protect their organizations and staff. Leaders of nonprofits must identify and manage risks that threaten their missions and operations, while empowering them to leverage opportunities and take bold, mission-advancing risks. This session is ideal for nonprofit leaders who want to broaden their perspectives on risk management, learn practical strategies for identifying and managing risk and bring risk resources and know-how back to their organizations. Do you have plans and procedures in place for when these things happen? Learn how to use a risk management approach and techniques to identify, assess and control threats to the organization’s financial viability. Ron Abad, Chief Executive Officer, Community Housing Innovations, Inc. (Moderator) Maurice K. Segall, New York and Fairfield County Program, Pro Bono Partnership Meg Kaufer, President STEM Alliance Nikhil Jagga, President, CMIT Solutions in White Plains Michael Timmes, Human Resource Consultant, Insperity
2:35 PM	Refreshment Break
2:50 PM	What Nonprofits Need to Know About Nonprofit Accounting and Finance Nonprofit financial management is complicated! Keeping up with regulatory changes, managing all sources of funding, tracking organizational costs, and more is often demanding, yet there are key approaches to nonprofit financial management that strengthen nonprofits of all sizes. Our panelists will highlight strategies and resources to help you increase your financial fluency and create systems for efficient financial management. Alexander K. Buchholz, Partner, PKF O'Connor Davies, LLP (Moderator) Marianne Ventrice, Chief Financial and Administrative Officer, Westchester Institute for Human Development Phillip Morton, CFO, Hope’s Door Nicole Frisina, Manager, Your Part-Time Controller (YPTC) Naima Chisolm, Portfolio Manager, BTQ Financial
3:35 PM	Innovation and Technology to Take your Operations to the Next Level Technology can no longer be an afterthought in effective nonprofit operations. Organizations are necessarily moving away from viewing digital transformation as a long-term project, to recognizing the critical importance of developing, investing in and implementing an IT strategy that is integrating with an organization’s overall strategy. The panel will address digital innovation for service delivery, use of AI at nonprofits, and security issues. Stephan Spilkowitz, Director of Engagement and Culture, Westchester Jewish Community Services (Moderator) Rinku Bhattacharya, Chief Financial Officer, Lutheran Social Services of New York Jacqueline Tiso, Founder & CEO, JMT Consulting Kim Snyder, Vice President of Data Strategy, Roundtable Technology Kate Koraia, MBA, Sr. Director, Consulting Services, Kiwi Partners
4:30 PM	Sessions Conclude

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