NYN OpCon Program Journal by New York Nonprofit Review

#OPCON

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On Tuesday, June 2nd, New York Nonprofit media will host Nonprofit OpCon, convening New York’s leaders in nonprofits to share information and educate one another on best practices for streamlining operations, including automating internal systems, grant tracking capabilities, finance strategies, cloud security and more. The event will be held at: Baruch College 55 Lexington Ave. (at 24th St.) New York, NY 10010

9:15am- Keynote Address Introduction by Jennifer L. Davis, Vice President, NYC Municipal, Not-For-Profit, and Education Group, TD Bank

8:00 -8:30 am Networking & Registration

Fran Barrett, Governor Cuomo’s InterAgency Coordinator for Nonprofit Services

8:30 -9:15 am Pressures for, Managing and Leadership in Change The nonprofit sector’s capacity to provide its services has come under escalating pressure with changes in public policy, substantial client demographic shifts, new commercial programs, and growing competition from for-profit providers. We know that nonprofit leaders operate effective programs by continuing to adjust and adapt to changing times while staying true to their mission. What are the most impactful and cost effective tools that can help nonprofits manage this constantly morphing environment? Moderator: James A. (Jack) Krauskopf, Director of the Center for Nonprofit Strategy and Management, School of Public Affairs at Baruch College Panelists: Doug Sauer, CEO, New York Council of Nonprofits, Inc. Matthew Klein, Executive Director of the Center for Economic Opportunity, and the Senior Advisor for Service Innovation, Mayor’s Office of Operations Jeremy Christopher Kohomban, Ph.D., President and Chief Executive Officer, The Children’s Village Nancy Wackstein, Executive Director, United Neighborhood Houses of New York

9:45am Networking/Break 10:15am Assessing the Real Estate Process Real estate transactions are some of the most significant business decisions made by nonprofit leaders. Planning for a nonprofit organization’s real estate needs is never simple. Starting the process early, creating a plan, streamlining decision making and hiring a trained real estate professional will make this challenging task easier as your organization strives to meet its long term needs. What are the current trends in this area? A top commercial Real Estate Broker’s view on non-profit the market and structuring a lease, an expert weighing in on the “Overhead Myth” and an attorney specializing in advising non-profits. Facilitator: Jane Brody, Director of the Nonprofit Division at Vicus Partners Panelists: Raj Thakkar, Founder & CEO, Foresight For Good Linda Manley, Esq. Legal Director, Lawyers Alliance for New York Claire Rosenzweig, CAE, President & CEO, The Better Business Bureau Serving Metropolitan New York, Andrew Stein, Founding Principal, Vicus Partners

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11:00am Nonprofit Efficiency: Managing Risk, Overhead and Failure In December, we first learned about the fallout at FEGS and their devastating loss. FEGS is definitely not the first and will unfortunately probably not be the last of its kind. Most people in the industry were thinking things like, “Where was the board?”, “Where was the government?”, “How can this happen?” and “Can it happen again?” Events like this have people closely looking at overhead, however, equally important, are other metrics of an organization such as the number of people served, the success of an organization’s efforts/results of nonprofit efforts, a nonprofit’s leadership, its transparency and its ability to effect a positive change in the community. Moderator: Gordon Campbell, Professor of Practice, NYU Robert F. Wagner Graduate School of Public Service Panelists: Neil J. Pollack, CEO/Executive Director, Anderson Center for Autism Wayne Ho, Chief Program and Policy Officer, Federation of Protestant Welfare Agencies Todd W. Polyniak, CPA, Founder, Fist to Five Michelle Jackson, Associate Director & General Counsel for Human Services Council 11:45am Case Study: Save time, money, headaches, and legal risk in your retirement plan through fiduciary outsourcing Peter Swisher, Senior Vice President, National Sales, Pentegra Retirement Services Introduction by Mark Rubinstein, Financial Services Representative, MetLife Resources 12:30pm Networking Luncheon With introduction by: Rhonna Goodman, Program Director, Nonprofit Leadership

Certificate, Manhattanville College “How to Make Volunteer Management work as part of a Strategic Plan” Paula Gavin, Chief Service Officer, NYC Service 1:45pm Human Resource Challenges Impacting Financial and Mission Success Human resource decisions are among the most important decisions that nonprofit organizations make. Nonprofit organizations need to attend to the same tasks as profit-seeking companies do when they turn to the challenges of establishing and maintaining an engaged work force. In order to achieve this many of the processes need to be simplified and streamlined including the following: assessing human resource needs; screening, recruiting and selecting personnel, administering cost effect base and total cash compensation programs, having effective performance management and recognition systems, and employee retention programs. All of these decisions need to be made efficiently and effectively between the staff and board members. Moderator: Michael F. Maciekowich, National Director, Astron Solutions, LLC Panelists: Traci Lester, Executive Director, LSA Family Health Service, Inc. Irving C. dela Cruz, Associate Executive Director, VIP Community Services J. Michael Divney, Chairman Emeritus, White Plains Hospital Center 2:30pm Efficiently Reporting Outcome Instead of Output Faced with a higher quantity of grant requests, stricter giving budgets, and reduced fields of interest, foundations are focusing on impact. A concrete description of outcomes tells a Nonprofit OpCon

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funder what change occurred and how much change occurred over a given period of time, as opposed to simply describing goals and activities. Funders want results. How can this process be streamlined to provide all stakeholders with the information needed to make every grant dollar count? Moderator: Derek Hansen, Senior Mission Consultant, Community TechKnowledge, Inc (CTK) Panelists: Peter York, Founder, CEO and Chief Innovator, Algorhythm Katie Leonberger, President & CEO, Community Resource Exchange Michael Clark, President, Nonprofit Coordinating Committee of New York, Inc. Bonnie Stone President & CEO, Women In Need 3:15pm Networking/Break 3:45pm Finance Strategies and Best Practices Nonprofit leadership is responsible for developing and maintaining a business model that produces exceptional mission impact and sustained financial health. This session will address easy-to-implement strategies to make financial management a more streamlined, effective process in nonprofits of all types and sizes.

Philanthropy, Good Shepherd Services Mary Galbally, Director of Real Estate Development, Housing & Services, Inc. 4:30pm What are the Latest Technological Tools for Streamlining Processes? To keep your organization successful and growing, it’s imperative to regularly evaluate your system and stay up-to-date on best practices and technological developments. When assessing software tools for a nonprofit agency, it’s important to balance ease-of-use, cost and efficiency. This discussion will explore various resources for navigating this essential aspect of your organization’s operations. Moderator: Kyle Reis Senior Director, Global Data Services & East Coast Representative, TechSoup Global & Former Manager, Strategy and Operations, Ford Foundation Panelists: D. Christopher Scavo, Digital Marketing Strategist, Informz Jacqueline M. Tiso, Chief Executive Officer, JMT Consulting Charles Riess, Director. McGladrey LLP 5:30pm Closing Announcements, Raffle Winners & End of Conference

Moderator: Paula Park, Senior Relationship Manager, BankUnited Panelists: Paul Konigstein, Senior Consultant, Accounting Management Solutions Crystal E. Ward, Senior Vice President Nonprofit Financial Services Group, Citibank Commercial Banking Amy Cohen, Director of Government and

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This event focuses on streamlining processes and operations for nonprofits in New York. There are new industry standards to consider, and new guidelines around applying for public funds to learn. This event has brought together top-level Board Members, Executive Directors and Chief Financial Officers from nonprofits across New York to discuss how to streamline operations processes and make smart choices that effect the day to day and year to year of nonprofit institutions. 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.

In October 2014, City & State NY, LLC – the parent company of City & State Magazine – acquired New York Nonprofit Press. Under this new leadership, NYN enjoys access to expanded resources and is pleased to present its redesigned platforms: NYN Review, NYN Daily, NYNmedia. com, and NYN Events. These aesthetic, easy-to-navigate platforms present timely news, job listings, calendar events, and more to our dedicated readers. Each platform also features newly redesigned advertising opportunities to ensure your brand and message impact and inform our readership. In continued partnership with New York Nonprofit Press Editor Fred Scaglione, New York Nonprofit Media strives to build on the success of NYNP and expand the scope and depth of the publication.

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JAMES A. KRAUSKOPF Director of the Center for Nonprofit Strategy and Management, School of Public Affairs at Baruch College

James A. (Jack) Krauskopf came to Baruch College (City University of New York) in 2004 and is Distinguished Lecturer and Director of the Center for Nonprofit Strategy and Management in the School of Public Affairs. He was previously Chief Program Officer for the 9/11 United Services Group, which was formed in 2001 to coordinate the social services organizations assisting people affected by the September 11 World Trade Center attack. During nearly 15 years at The New School (formerly New School for Social Research), he was Dean of the Robert J. Milano Graduate School of Management and Urban Policy, Senior Vice President for Administration and Finance, and faculty member in urban policy. Mr. Krauskopf has held several public sector positions, including Administrator/Commissioner of the New York City Human Resources Administration under Mayor Koch, Deputy Secretary of the Wisconsin Department of Health and Social Services (including Chairman of the Parole Board), Deputy and Acting Director of the Cleveland Department of Human Resources and Economic Development during the administration of Mayor Carl Stokes, and Director of a Rutgers University-based research office to Mayor Kenneth Gibson of Newark. He also served as President of the Corporation for Supportive Housing, and has been a senior fellow at the Aspen Institute in New York working on human services policy issues. He is an active writer and speaker on public policy, human services, and related urban issues. In addition to Baruch College and the New School, he has taught at Princeton Universityâ&#x20AC;&#x2122;s Woodrow Wilson School, University of Wisconsin, and Rutgers Law School. He is on the boards of the Center for Urban Community Services (former Chair), United Neighborhood Houses (chaired the Policy and Advocacy Committee), Citizensâ&#x20AC;&#x2122; Committee for Children, Cultural Institutions Retirement System (chaired the Investment Committee), and Brotherhood-Sister Sol. He is a member of the NYC Independent Budget Office advisory board and other public service advisory groups. He has a B.A. in Government from Harvard and a Masters in Public Affairs from the Woodrow Wilson School of Public and International Affairs at Princeton.

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DOUG SAUER CEO, New York Council of Nonprofits, Inc.

Since 1980, Doug has provided leadership to NYCON, a statewide association of close to 3,000 nonprofits. Under Dougâ&#x20AC;&#x2122;s leadership, NYCON has emerged as a nationally recognized leader in unifying and building the capacity of nonprofits through quality and accessible service provision, informed public policy and advocacy, and building innovative partnership with government and organized philanthropy. He is an expert technical assistance provider and trainer in board governance, mergers and restructuring, strategic planning, social enterprises, risk management, and community planning. Doug is actively involved in and advocates for charities on critical legislative and policy issues affecting the sector, and is often called upon by the media for his views. He is a well-respected voice and policy advocate for small to moderate sized nonprofits whose needs and circumstances are often under-represented in policy-making circles. He currently serves as Board of Supervisors for the First Nonprofit Unemployment Savings Program, an Am Trust Company; Board Member of Salem Art Works; Board Chair for Council Services Plus, a forprofit insurance brokerage subsidiary that he founded; and as Board Chair of Good Causes Development Corporation. Other past board service includes the National Council of Nonprofits where he served as President and the National Association of Planning Councils. His public service includes the NYS Commission on Community Service, the NYS Attorney Generalâ&#x20AC;&#x2122;s Nonprofit Revitalization Leadership Committee, and as an elected school board member. He has a MSW in Community Organization from the University of Pittsburgh.

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MATTHEW KLEIN Executive Director of the Center for Economic Opportunity, and the Senior Advisor for Service Innovation, Mayor’s Office of Operations

Matthew Klein is Executive Director of the Center for Economic Opportunity, and the Senior Advisor for Service Innovation in the Mayor’s Office of Operations, where CEO is housed. Matt oversees a portfolio of cross-agency initiatives focused on developing City-wide measures for opportunity and equality, bringing effective anti-poverty approaches to scale, and using technology and data to enhance the delivery of social services. Matt previously served as the Executive Director of Blue Ridge Foundation New York, one of the country’s first incubators of nonprofit organizations. While at Blue Ridge, Matt helped create and build 30 new social ventures that collectively grew to provide services to several hundred thousand clients each year with a combined budget of over $250 million. Matt, a graduate of Yale Law School, Yale College, and the Boston Public Schools, also serves as an adjunct professor at NYU’s Stern School of Business where he has taught courses on social venture investing and nonprofit management.

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JEREMY CHRISTOPHER KOHOMBAN, PH.D. President and Chief Executive Officer, The Children’s Village

Jeremy Christopher Kohomban, Ph.D. is the President and CEO of The Children’s Village, The Institute’s Center for Child Welfare Research at the Children’s Village Institute, and the President of Harlem Dowling. The Children’s Village and Harlem Dowling provide a broad continuum of programs including evidence-based support for families, shelters for homeless youth and immigrant children, alternatives to incarceration, non-secure detention, adoption and foster care services, alternative schools, affordable housing, and specialized services for nearly 20,000 children and families annually. The Children’s Village is the 2013 Gold Award Winner of the New York Community Trust-New York Magazine Nonprofit Excellence Awards for overall Management Excellence.

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NANCY WACKSTEIN Executive Director, United Neighborhood Houses of New York

Nancy Wackstein has been Executive Director of United Neighborhood Houses of New York (UNH) since 2002. UNH is the federation of the City’s 38 settlement houses and community centers. Prior to her UNH appointment, she was the Executive Director of Lenox Hill Neighborhood House, a settlement house on Manhattan’s East Side, for eleven years. Ms. Wackstein served as Director of the Mayor’s Office on Homelessness and SRO Housing from 19901991 under Mayor David N. Dinkins. She was Senior Policy Advisor for Human Services in Manhattan Borough President David Dinkins’ Office from 1986-1989. Ms. Wackstein received a bachelor’s degree from Binghamton University, State University of New York, where she was elected to Phi Beta Kappa, and a master’s degree from the Columbia University School of Social Work. In 2013, Ms. Wackstein was awarded an Honorary Doctorate of Humane Letters from her alma mater, Binghamton University. Ms. Wackstein sits on several nonprofit Boards and has been appointed to various advisory commissions and policy task forces by a series of New York City Mayors.

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JENNIFER L. DAVIS Vice President, NYC Municipal, Not-For-Profit, and Education Group, TD Bank

Jennifer L. Davis has been working in government and tax-exempt finance for the last nineteen years. Since July 2011, Ms Davis has been employed by TD Bank as a relationship manager in the Municipal/ Not for Profit Team responsible for a variety of lending products for municipal and not-for-profit issuers located in NYC including construction lending and tax-exempt bond financing. In addition to her lending functions, Ms Davis also works with Not for Profit issuers to determine efficient treasury and wealth management solutions tailored to each organization’s specific needs. She started her career at the New York City Council Finance Division as a legislative financial analyst assessing the impact of proposed laws on the City’s finances as well as contributing analysis for the adoption of the NYC Budget. After leaving government, Ms. Davis was employed by Moody’s Investors Services as a credit analyst assessing credit quality of municipal governments nationally. Ms Davis spent 11 years as a account manager at two German banks (LBBW and Helaba) responsible for extending credit and liquidity support on variable rate bonds nationally across a variety of sectors including both government and not-for-profit financings. Ms Davis holds a B.A., cum laude, in U.S. History from Barnard College, Columbia University and received her Master’s Degree in Public Policy from Columbia University’s School of International and Public Affairs. In her spare time, Ms Davis enjoys road cycling, skiing, traveling, is an accomplished cellist, and supports the performing arts. Ms Davis serves on the board and the audit committee of the Brooklyn Arts Council.

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FRAN BARRETT Governor Cuomo’s InterAgency Coordinator for Nonprofit Services

In May 2012 Governor Andrew Cuomo appointed Fran Barrett as the first InterAgency Coordinator for Not-for-Profit Organizations in the state of New York. She is only the second in the nation to hold such a position. Since joining the Cuomo Administration, Fran Barrett has tackled long overdue reforms within the State’s procurement and contracting systems, and has worked to streamline and fortify the often neglected relationships between nonprofits businesses and the State. As part of the State’s commitment to nonprofits, Governor Cuomo recently announced that he would create a one-time $50 million Nonprofit Infrastructure Capital Investment Program to realize the “untapped potential” of the nonprofit sector to help develop and access state programs. During 2014, Fran Barrett also shared leadership for the Governor’s Anti-Hunger Taskforce, a taskforce created to recommend policies for alleviating hunger throughout the state. In January, Fran Barrett became chair of the Governor’s Rochester Anti-Poverty Task Force, a taskforce created to work with Rochester’s local government and community leaders to tackle the city’s widespread poverty. Prior to her appointment, Fran Barrett served as the director of capacity building at The Atlantic Philanthropies. More notably, she served as the Executive Director of Community Resource Exchange, a capacity building group which she founded in 1979 to assist nonprofit organizations address a wide range of management and governance challenges. CRE’s mission was geared to providing the leaders of community-based nonprofits in New York greater access to training, resources and the support they needed to sustain excellent services, and to build strong and effective infrastructures to position their organizations to affect poverty. In 2009, Fran Barrett was the recipient of the Alliance for Nonprofit Management’s 2009 Founders Lifetime Achievement Award, given to individuals for contributions to nonprofit capacity building over periods of 25 years or longer. Fran is also the 2006 recipient of the Brooke Russell Astor Award. She currently serves on the boards of the New York Women’s Foundation and CUNY TV. She previously served on the boards of FoodChange, the Nonprofit Coordinating Committee, the Community Service Society, and the Campaign for Human Development.

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JANE BRODY Director of the Nonprofit Division at Vicus Partners

Prior to joining Vicus Partners, Jane served as the Chief Operating Officer of Variety International the Children’s Charity. Jane has spent the better part of her career working for the City and State of New York focused on launching a mentoring program serving over 10,000 children and a foster care program to help over 8,000 teenagers become independent. Jane has also done consulting work with Ben & Jerry’s, UNICEF, the American Red Cross, Coca-Cola, and the Special Olympics. She has an undergraduate degree from Pratt Institute and two masters’ degrees in leadership from Columbia University. Ms. Brody Lives in Manhattan and is a lifetime New Yorker who enjoys volunteering at the Bottomless Closet for disadvantaged women in New York City, and serves on the Board of LOVE US whose mission is to reduce youth violence. You may have caught Jane performing stand-up comedy routines at various clubs in the Manhattan.

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RAJ THAKKAR Founder & CEO, Foresight For Good

Raj Thakkar, widely considered a national expert on charter school finance, is a social entrepreneur committed to the fiscal solvency of charter schools. In 2006, he founded Charter School Business Management (CSBM), proclaimed by Inc. Magazine as one of the fastest growing companies of 2013, to prevent high performing charter schools from being closed due to financial mismanagement. CSBM, a recently Certified B Corporation dedicated to using business to solve social problems, currently manages over $500 million in public funds providing over 100 clients with the financial “peace of mind” needed to focus on the crucial work of educating students. These services include management of a school’s financial responsibilities, fundraising, professional development of business and operations staff as well as guidance on day-to-day school operations. For three years in a row, Crain’s New York named CSBM one of the Best Places to Work in NYC. In recognition of CSBM’s impact, Raj was named one of the 50 Outstanding Asian Americans in Business by the Asian American Business Development Center, one of the Top Entrepreneurs of 2013 by Crain’s magazine and the Small Business Person of the Year for the NY district by the U.S. Small Business Administration in 2011. He is also a graduate of the Goldman Sachs 10,000 Small Businesses program, an initiative to help small businesses grow responsibly. In order to continue making a positive impact in New York City, Raj recently launched a second company, FOREsight Financial Services For Good, which empowers socially responsible organizations, including nonprofits, social enterprises and minority-owned/women-owned small businesses with the financial knowledge and services they need to develop and maintain fiscal solvency and organizational viability. Raj received his Bachelors in Engineering Science from Hofstra University and MBA in Finance from NYU’s Stern School of Business. His parents who were entrepreneurs came to the U.S. to pursue better educational opportunities for him and his sibling. Today, Raj is grateful for the ability to honor his parents by helping other parents and entrepreneurs to do the same.

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LINDA MANLEY, ESQ. Legal Director, Lawyers Alliance for New York

Linda Manley is an expert on the law of nonprofit and tax exempt organizations law. She serves as Legal Director for the Lawyers Alliance for New York and is responsible for overseeing client representation services and manages the in-house attorney staff. Ms. Manley has significant experience in the areas of child care, elder services, mergers and strategic alliances, corporate restructuring, nonprofit governance, and coping with financial distress. She initiated Lawyers Allianceâ&#x20AC;&#x2122;s Program Preservation Initiative, designed to help nonprofit organizations cope with the impact of the economic downturn and spearheaded Lawyers Allianceâ&#x20AC;&#x2122;s Superstorm Sandy response. From 1997-2006, Ms. Manley was a Staff Attorney and Senior Staff Attorney at Lawyers Alliance. Previously, she was an Associate at the law firms of Jones Day and Weil, Gotshal & Manges LLP, and she served as law clerk to Hon. Loretta A. Preska in the Southern District of New York. She received her J.D. from Fordham University School of Law in 1991 and B.A. magna cum laude from State University of New York at Albany in 1988. Professional and Community Activities: Board of Trustees, Grand Concourse Academy Charter School. Lawyers Alliance publications: Building Successful Collaborations; Changing the Name of a New York Not-for-Profit Corporation; Getting Organized, Sixth Edition; and Mergers and Strategic Alliances for New York Not-for-Profit Corporations.

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CLAIRE ROSENZWEIG CAE, President & CEO, The Better Business Bureau Serving Metropolitan New York

Claire Rosenzweig, CAE, is President and CEO of the Better Business Bureau of Metropolitan New York (BBB), a leading privately-funded not-for-profit 501(c)(6) organization serving the Metropolitan New York, Mid-Hudson, and Long Island regions of New York State, and The Education and Research Foundation of the BBB, a 501(c)(3) not-for-profit organization. She leads the BBB and its Foundation, working with the Board of Directors and the Foundation Board of Trustees to drive the mission. She works to create an environment that encourages innovation; where relevant and robust programs and services are developed to meet the ever-changing needs of each organization’s stakeholders. She is a member of the Council of Better Business Bureau’s Wise Giving Alliance Board, a member of the Bureau Operating Committee (BOC) a subcommittee of the Council of Better Business Bureau Board of Directors, and a former member of the CBBB Board of Directors. Ms. Rosenzweig is a member and Past Chair of the Board of Directors for the New York Society of Association Executives and currently serves as Co-Chair of their Non-Profit CEO Forum. She is also the 2008 recipient of their Outstanding Association Executive Award. In addition, she is a member of the Advertising Women of New York and previously served two terms on its board. Ms. Rosenzweig presently serves as an adjunct member of the Consumer Affairs Committee of the New York City Bar, a mentor for Executives on Campus Mentoring Program at Baruch College/City University of NY, and was a member of the 2011 NYS Attorney General’s Leadership Committee for Nonprofit Revitalization.

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ANDREW STEIN Founding Principal, Vicus Partners

Prior to forming Vicus Partners with Mr. Rosenblatt, Mr. Stein spent 7 years as one of the top producers at Schlesinger & Company, LLC. Stein prides himself on his ability to find strategic and creative solutions to both quantitative and qualitative issues and deliver for his clients in a big way. He has completed leasing transactions in excess of 1,200,000 square feet with an aggregate commitment of over $600,000,000. Some of his accomplishments include finding space for and negotiating on behalf of Mount Sinai Hospital, General Assembly, Bazaarvoice, Acxiom, No-More-Rack, The Leukemia and Lymphoma Society, RW Baird, the World Lung Foundation Children’s Defense Fund, Bronx Academy of Promise, Bank Street Schools, Members Only, as well as multiple embassies, law firms, other schools, non-profits and other privately held businesses in the New York metro area. He is a graduate of Brown University and a member of the Young Men’s/Women’s Real Estate Association and the International Tenant Representative Alliance and is on the Board of Directors of Career Gear. He lives in Hastings-on-Hudson with his wife, son and dog. After a multi-decade hiatus, he is back on the slopes running gates with the Masters Racing Program at Stratton, VT.

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GORDON CAMPBELL Professor of Practice, NYU Robert F. Wagner Graduate School of Public Service

Gordon Campbell has over 30 years of experience in public and nonprofit leadership and management. He is currently Professor of Practice and Director of the Executive MPA program at NYU Wagner. Mr. Campbell most recently served as President and Chief Executive Officer of United Way of New York City, which creates, leads, and supports strategic initiatives that have a measurable and lasting impact in improving education, income stability, and health. Mr. Campbell was Chief Executive Officer of Safe Horizon, the nation’s leading and largest victim assistance organization, from 1998 to 2007. During his tenure, Safe Horizon was widely recognized for its compassionate and effective emergency response to the 9 /11 attacks. Prior to leading Safe Horizon, Mr. Campbell served in senior positions in the Koch, Dinkins and Giuliani Administrations. He was the Commissioner of the New York City Department of Homeless Services and Chief of Staff to the First Deputy Mayor. In addition, he was Deputy Director of the Mayor’s Office of Operations and a mayoral appointee to the City’s Procurement Policy Board. While at the City’s Human Resources Administration, he headed the Office of Medicaid Transportation and created and organized the Division of AIDS Services. Before arriving in New York City, Mr. Campbell served as a prosecutor, labor attorney, as well as the Chief Administrator for the Seattle City Attorney’s Office. Mr. Campbell has served on numerous public boards, taskforces, and commissions. Currently, he is the Chair of the Human Services Council Closure Commission, which was created to examine the growing closure trend among non-profit human service providers. He was also recently appointed by Mayor de Blasio to serve as a Board Member of the New York City Health and Hospitals Corporation. Prior to this appointment, he was Chair of the New York City Board of Correction. Gordon served as an Adjunct Assistant Professor of Public Administration at New York University’s Robert F. Wagner Graduate School of Public Service from 1996-2003 and 2011-2012. He received his Juris Doctor from the University of Washington Law School, his Master in Public Administration from the John F. Kennedy School of Government at Harvard University and his Bachelor of Arts from Pacific Lutheran University.

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NEIL J. POLLACK CEO/Executive Director, Anderson Center for Autism

Neil J. Pollack’s career began with bachelor’s degree in Psychology from SUNY Plattsburgh. He was hired as one of the original staff in the first of the group homes for individuals with developmental disabilities prior to the Willowbrook Consent Decree; and was instrumental in the change from the “house parent” model to the creation of the “residential counselor” role for direct care staff. In 1980, Neil completed a Master of Human Services Administration degree from Antioch University; his thesis focused on U.S. Labor Law vs. States exemption. Neil was on a select team that negotiated a national resolution with the Under Labor Secretary by applying his interpretation of existing regulation to our industry. This pragmatic solution encouraged private sector growth while beginning the long journey towards professionalizing Direct Support Professionals. While at Anderson Center for Autism (ACA), he is committed to DSP advancement and helped design the Learn & Earnsm employment model. Since 1974, Neil has served in various leadership positions including being one of the founding members, and third president, of the New York State Association of Community and Residential Agencies [NYSACRA]. Beyond working for various ARC, UCP and stand alone agencies, Neil remains involved with community organizations, committees, trusteeships, and has lectured on managerial and human service topics. Committees include: OMRDD Special Needs Trusts; NYS Rehabilitation Agencies legislative and DD committees; Board member of CRISP a State Insurance Trust; Founding Board member of a Community Action Agency; Founder of the Columbia-Greene Community College for Living for Developmentally Disabled Adults; NARPAA Policy Committee and, presently a Board member on the 853 Coalition. Neil joined ACA and Anderson Foundation for Autism as CEO/Executive Director in January 2001 at a critical period. He laid the groundwork for total agency revitalization; today, ACA employs 800 staff supporting people with autism spectrum disorders.

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WAYNE HO

Chief Program and Policy Officer, Federation of Protestant Welfare Agencies

Wayne Ho is the Chief Program and Policy Officer of the Federation of Protestant Welfare Agencies, a nearly 100-year-old organization where he oversees policy advocacy, member and faith based, and capacity building initiatives to advance economic opportunity for vulnerable New Yorkers. Previously, he served as the Executive Director of the Coalition for Asian American Children and Families, the nation’s only pan-Asian children’s advocacy organization. During his tenure, CACF collaborated with other organizations to successfully promote policies to improve language access, reduce bias-based harassment in schools, baseline funding for communitybased child abuse prevention programs, and increase discretionary funding for the Asian Pacific American community. Wayne currently serves on the Board of Directors of Coro New York Leadership Center, New York Foundation, and Partnership for After School Education and is a member of several New York City and State advisory boards. He has also taught leadership and management courses at NYU and UC Berkeley. Wayne has received awards from nonprofit organizations, government agencies, and elected officials, and in October 2014, City & State named Wayne one of its “40 Under 40 NYC Rising Stars.” He holds a BA from UC Berkeley and an MPP from Harvard University’s Kennedy School of Government, and he completed the New American Leaders Fellowship Program of the Coro New York Leadership Center and New York Immigration Coalition.

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TODD W. POLYNIAK CPA, Founder, Fist to Five

Todd Polyniak, CPA is a Partner with SaxBST and the director of the firmâ&#x20AC;&#x2122;s Not-for-Profit Industry Service group, where he leads a team of audit, tax and compliance experts specially dedicated to meeting the needs of the not-for-profit community. Todd is also the founder of Fist to FiveSM, a groundbreaking approach to helping organizations reach their full growth and impact potential through social sustainability. He leads the popular Fist to Five event series, which brings together not-for-profit leaders and expert speakers to collaborate, inspire and grow. Todd is an active supporter and participant in local charitable organizations, most recently serving on the boards of the Mental Health Association of Essex County and East Orange General Hospital. He is a frequent lecturer on issues facing not-for-profits, such as operational efficiencies, audit compliance, and consensus building among stakeholders.

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MICHELLE JACKSON Associate Director & General Counsel for Human Services Council

Michelle Jackson has been with the Human Services Council since 2008, and currently serves as the organization’s Associate Director & General Counsel. HSC advocates for the nonprofit human services organizations that provide critical services such as programs for seniors, youth, and the homeless and disabled. Ms. Jackson coordinates HSC’s government relations strategy, particularly efforts to streamline the business relationship between nonprofits and government, and represents HSC at public hearings and relevant government taskforces on these issues. She is also responsible for operations including human resources and oversees development. During her tenure with HSC, Ms. Jackson has been at the forefront of efforts to streamline the relationship between nonprofits and government, culminating in the launch of both City and State procurement systems that include a standard contract for human services and a simplified online procurement system, HHS Accelerator and New York Grants Reform, respectively. In addition to her expertise in government contracting, she trains nonprofits on lobbying and 501(c)3 regulations, and advocates for changes to City and State regulations that adversely impact the nonprofit sector and prevent them from being efficient providers to people in need. Prior to joining HSC, Ms. Jackson graduated from Suffolk University Law School in Boston in 2007, earning a Juris Doctor with a concentration in International Law. While in law school, she interned for the International Consortium for Law and Development, researching and drafting legislation for developing countries, including the 2005 Iraq Constitution, and volunteered for Shelter Legal Services where she provided free legal aid to indigent women at Rosie’s Place. She received her Bachelor of Arts in Politics at Saint Mary’s College of California in 2004.

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PETER SWISHER Senior Vice President, National Sales, Pentegra Retirement Services

Pete is the Senior Vice President and National Sales Director for Pentegra Retirement Services and is known nationally for his work on retirement plan governance. He is the author of 401(k) Fiduciary Governance: An Advisorâ&#x20AC;&#x2122;s Guide, a handbook on fiduciary law and practice for retirement plan specialists and fiduciaries. Pete is a prolific writer and speaker for the financial community and is actively involved with the National Association of Plan Advisors (NAPA), ASPPA, and ASPPAâ&#x20AC;&#x2122;s Political Action Committee. In 1988 he graduated with a degree in Linguistics from the University of Virginia, where he was selected for the prestigious Echols Scholar Program. He accepted a commission in the U.S. Marine Corps and served in the first Gulf War as Executive Officer of an infantry company. He left the Marines as a Captain in 1993. He lives with his wife, Shannon, and three children, Jettie, David, and Andrew, in the horse country of Central Kentucky.

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RHONNA GOODMAN Program Director, Nonprofit Leadership Certificate, Manhattanville College

Rhonna A. Goodman is the program director of the nonprofit management certificate program. As an adjunct associate professor, she teaches courses in Fundraising, Managing in a Mission-based Organization, and Introduction to Non-Profit Organizations. She joined Manhattanville College in 1997 as the director of the Manhattanville College library. During the fourteen years that she was the director of the library, she became expert in management, grant development, fundraising, and organizing cooperative projects and special events. She created an innovative, technology-rich program for the library that became a model for technology in curriculum development. Before she came to Manhattanville, she was director of the New York Academy of Medicine Library, and coordinator of programs and services for the New York Metropolitan Library Agency. She has been president of the New York Library Association, serves on the Board of Counseling in Schools, and has been either on the board of, or on board committees of, several nonprofit organizations (professional, educational, faith based, and cultural) in the New York City Area. She has worked with legislators at the state and national levels for monies for libraries, resulting in both new initiatives and maintenance of funding levels. Prof. Goodman has published in many professional journals, including LACUNY Occasional Papers, The Bookmark, VOYA, and Top of the News, and she has spoken at library conferences and events in New York and nationally on leadership, fundraising, and strengthening staff. She is a graduate of Boston University; she also has a Master of Information and Library Science from Pratt Institute and a Master of Science in leadership and strategic planning from Manhattanville College.

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PAULA GAVIN Chief Service Officer, NYC Service

In a career that span 40 years of leadership and executive management, Paula L. Gavin possesses a unique combination of business, education and non-profit experience, focused on youth, community, and leadership development. On March 31, 2014, Paula L. Gavin was appointed by Mayor Bill de Blasio as the New York City Chief Service Officer, responsible for NYC Service. NYC Service is the city agency which promotes, engages and supports volunteer service in New York City and connects volunteers to the City’s greatest needs. Paula L. Gavin has served as the Executive Director of New York City’s Fund for Public Advocacy from July 2012-December 2013. The Fund for Public Advocacy is a non-profit organization affiliated with the Office of the Public Advocate, established in 2002. During Paula’s tenure as the Executive Director, the Fund for Public Advocacy completed 10 major projects. Paula Gavin served as President of National Urban Fellows from 2007-2012, responsible for the overall vision, leadership and management of the organization. National Urban Fellows, founded in 1969, is a premier leadership development and diversity organization, offering a selective and rigorous 14 month Fellowship program and created America’s Leaders of Change, a continuing leadership development program. In 2010, National Urban Fellows launched a Public Service Leadership Diversity Initiative, a collaborative network of 125 National and regional organizations working to inspire excellence and diversity in public service leadership. From 2004-2007, Paula was appointed the founding Executive Director of the New York City Center for Charter School Excellence, a non-profit organization that promotes the development and continuing quality of charter schools. As President and CEO of the YMCA of Greater New York from 1990-2004, Paula directed the city’s largest youth-serving non-profit agency, and the nation’s largest YMCA. Paula doubled revenues to $100 million. During her tenure annual fundraising grew five-fold from 1990-2004, raising over $150 million in private and public grants. In her capacity, she focused the YMCA mission on education, recreation and health programs with an emphasis on youth. Prior to her position with the YMCA, Paula held multiple executive positions with AT&T before being named Vice President of Network Operations where she supervised business planning, finance, and personnel and training for AT&T’s operational unit of 60,000. A graduate of the University of Delaware, Paula is a Board Member of the YMCA of Haiti and the Association for a Better New York. Paula is an adjunct professor at the NYU Wagner School of Public Service since 2012 and has previously taught nonprofit management courses at the New School and Columbia University. Paula Gavin is of Venezuelan descent and is married to John Gavin. They reside in New York City.

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MICHAEL F. MACIEKOWICH National Director, Astron Solutions, LLC

Michael F. Maciekowich is a Founding Partner of and National Director for Astron Solutions. His areas of expertise include the development, design, and implementation of executive, physician, and employee base pay, short and long term incentive programs, sales incentive programs and performance management systems, particularly in non-profit and public sector organizations. His primary focus is the integration of compensation and human resource strategies with organizationspecific missions, visions, values, and strategic operating plans. Michael has over thirty years of consulting and industry compensation experience including: The Hay Group (International Compensation Consulting Firm); Towers Watson (International Compensation/Benefits/Pension Consulting Firm); Hartstein Associations (Benefit Brokerage Firm);Adams, Nash & Haskell; The Omni Group; Compensation Consulting Inc. (Division of Modern Management, Inc.); American hospital Association; Honeywell; and Zenith Television Corporation. Michael is a sought-after speaker in total rewards program design. He has presented at the national conference of the American Society of Healthcare Human Resource Administration (ASHHRA) regarding healthcare compensation and performance management strategies, as well as numerous local ASHHRA and Society for Human Resource Management (SHRM) chapters. Michael is an active member of WorldatWork (former American Compensation Association), the American Society of Healthcare Human Resource Administration, and the Society for Human Resource Management. He is also a member of various local and state human resource associations across the country. Michael received a lifetime achievement award from WorldatWork. Michael received bachelorâ&#x20AC;&#x2122;s degrees in political science and philosophy and a masterâ&#x20AC;&#x2122;s degree in industrial relations from the Loyola University of Chicago.

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Y Y N Y

TRACI LESTER Executive Director, LSA Family Health Service, Inc.

Traci Lester has been the executive director of Little Sisters of the Assumption Family Health Service (LSA) since October 2014. LSA provides a continuum of services to poor and immigrant families living in East Harlem. Established in 1958, LSA today serves more than 2,000 families annually with emergency food and advocacy services, home-visiting services for maternal/infant health, early childhood and parenting education, early interventions, preventive services, academic and cultural enrichment, and an environmental health program to eliminate asthma triggers. Previously, Ms. Lester was the executive director of Reach Out and Read of Greater New York for ten years. During that time, she doubled the number of programs and raised close to $9 million from public and private sector sources. Ms. Lester also previously served as the Administration Officer of the $300 million philanthropy, F.B. Heron Foundation, and as Director of Development for the social service, YWCA of New York City. She has also served as a school teacher in Brooklyn, and as a reporter for The San Jose Business Journal [a part of American Business Journals] in California. Traci Lester is the recipient of the American Association of University Women’s Selected Professions Fellowship, the National Association of Health Service Executive’s Community Service Award, and was named to theGrio’s 100 List for 2012 as an African-American history maker and industry leader making a difference in the field of education. She has served as a Fellow in The San Francisco Foundation’s Urban Affairs Program and is a member of the Greater New York Association of Fundraising Professionals, American Society for Public Administrators and the Pi Alpha Alpha Honor Society. Ms. Lester also serves in a volunteer capacity on other boards and volunteers her time to organizations dedicated to improving the lives of children, such as Spence-Chapin Adoption Agency in New York City.

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IRVING C. DELA CRUZ Associate Executive Director/Chief Financial Officer, VIP Community Services

Irving Dela Cruz leads the Operations and Finance Department of VIP Community Services Inc. (“VIP”), a leading provider of Behavioral and Primary Health Care in the South Bronx. He also oversees the asset management operations of the affordable housing portfolio of VIP. He has over 20 years of extensive accounting, auditing and consulting experience servicing both for-profit and nonprofit organizations. Prior to joining VIP, Irving was the Chief Financial Officer of Asian Americans for Equality, Inc. He worked as an audit manager at Marks Paneth LLP, one of the largest accounting firm in the New York region. Irving also worked as a senior auditor in another CPA firm in the New York City area that specializes in financial and compliance audits of various nonprofit entities. Prior to migrating in the United States, Irving was the managing partner of his own consulting firm in the Philippines. Irving was involved in various audits and consulting engagements for several high-profile multinational companies when he was employed in one of the “Big 4” audit firms during the early part of his career. Irving holds a Bachelor’s Degree in Commerce major in Accounting (Magna Cum Laude), from the Philippines. In July 2014, Irving completed the Hispanic Leadership Institute Emerging Leaders Program sponsored by the Hispanic Federation and Baruch College School of Public Affairs. He also attended a Leadership and Management Development Program at the Center for Continuing Education of Ateneo de Manila University where he obtained an award for academic excellence. He also had units in the Ateneo-Regis MBA Program from the same school. Irving is a Certified Public Accountant licensed in the State of Virginia and has the Certified Internal Auditor® (CIA®) designation, a globally accepted certification for internal auditors. In April 2014, Irving has been awarded the Chartered Global Management Accountant (CGMA) designation from the American Institute of Certified Public Accountants and the Chartered Institute of Management Accountants. The CGMA designation recognizes professionals who have deep understanding of finance and have expanded their business skills through experience as management accountants to help drive better business decisions. Lastly, Irving is also an associate member of the Association of Certified Fraud Examiners and the Society of Human Resource Management.

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J. MICHAEL DIVNEY Chairman Emeritus, White Plains Hospital Center

Partner Mike Divney is a licensed professional engineer and certified planner with over 40 years of experience in planning, engineering, project management and land use approvals. Mikeâ&#x20AC;&#x2122;s insight, organizational abilities and attention to detail established an approach to client service that set the standard of excellence for which the firm is recognized. He has built his professional practice on the belief that the interests of the private and public sectors can be blended together for their mutual benefit. Mike has recently been the principal-in-charge of the firmâ&#x20AC;&#x2122;s services provided for Ridge Hill, the 1.2 million square foot mixed-use retail and entertainment center in Yonkers, New York for Forest City Ratner; the repositioning and land use approvals for a 500,000 square foot corporate office facility for a major financial institution in Purchase, New York; and a 500-unit lifestyle master planned residential community in Haverstraw, New York. His background and experience in urban planning and multiple engineering disciplines make him uniquely qualified to advise clients on the full range of todayâ&#x20AC;&#x2122;s development challenges. Prior to founding his own firm in 1972, Mike served for six years as the Director of Engineering and Planning for the White Plains Urban Renewal Agency. He has a Bachelor of Science in Mechanical Engineering from the University of Notre Dame and a Master of Urban Planning from New York University. He is a licensed professional engineer in New York, a LEED-accredited professional, and a member of the American Institute of Certified Planners. Mike also serves as chairman of the board of the White Plains Hospital Center.

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DEREK HANSEN Senior Mission Consultant, Community TechKnowledge, Inc (CTK)

A native of the northeast, Derek considers himself a “data therapist” and has worked with non-profit clients across the world as a member of the Texas-based software company, Community TechKnowledge (CTK). Prior to joining CTK, Derek worked in the education and non-profit sectors as a teacher, coach, and manager of communications and information technology. He is Master-trained in the Rassias Method® for Foreign Language instruction and has partnered with Hartford Life Insurance to train business professionals in Japan, as well as WorldFund’s Inter-American Partnership for Education (IAPE), training public school teachers across Mexico. As a member of Interfaith Action of Texas (iACT), Derek utilized CTK’s Apricot Software to manage client information, outcome metrics, and reporting needs for multiple social service programs and funding streams. As a member of the CTK team, Derek has cultivated business and non-profit partnerships, developed collaborative outcomes-based systems, and expanded the CTK clientele on three continents. For his first contract job with CTK, Derek wrote a digital guide for smaller organizations getting started in web-based client and outcomes management...which he completed while riding a bicycle from Mexico to Canada. Derek is an avid musician and cyclist, and, in the spirit of building partnerships, has recently entered the world of tandem biking.

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PETER YORK Founder, CEO and Chief Innovator, Algorhythm

Peter York, Founder, CEO and Chief Innovator, leads the vision of Algorhythm and ensures our ongoing social impact and innovation. Pete has extensive experience as a social worker on-the-ground, as a consultant and researcher in the evaluation and nonprofit fields as well as a national spokesperson for social impact issues. For 20 years, Pete has specifically developed and led social impact evaluations and evaluative learning tools and systems. To bring these solutions and tools more cost effectively to a greater number of nonprofits, philanthropies and social-impact businesses, Pete founded Algorhythm in 2013. Prior to Algorhythm, he served as a Senior Partner and Chief Research & Learning Officer at TCC Group. Pete is a recognized leader in the fields of program evaluation, nonprofit capacity building, and data analytics for the social sector, having authored book chapters, academic and professional articles, and a book on the topic of evaluation for philanthropists. He is also a popular speaker on these topics, presenting regularly at Grantmakers for Effective Organizations, American Evaluation Association, the Alliance for Nonprofit Management and Data Analysts for Social Good. He has combined his experiencebased expertise with his knowledge of social science measurement techniques and predictive modeling to design and build the nationally recognized Core Capacity Assessment Tool (CCAT). He has worked to design evaluative learning systems and tools with diverse organizations such as The California Endowment, Florida Department of Juvenile Justice, Points of Light, and The Gap. Pete serves as an advisor for social impact groups such as the Alliance for Effective Social Investing, Reimagining Service, Data Analyst for Social Good and Landscaping Effectiveness Data. He is a graduate of Case Western Reserve University, Mandel School of Applied Social Sciences, MSSA in Social Service Administration and Ph.D. (ABD) in Social Welfare and began his career as a social worker.

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KATIE LEONBERGER President & CEO, Community Resource Exchange

Katie Leonberger is the President and CEO of Community Resource Exchange (CRE). She specializes in organizational development, innovation, and planning, and leads the CRE team and select client engagements in these areas. She has a wealth of experience in the nonprofit and private sectors. Before joining CRE, Katie was a senior leader on the Government Innovation team at Bloomberg Philanthropies, where she led initiatives to promote public sector innovation and spread ideas among cities. She led and scaled Cities of Service, a bipartisan coalition of nearly 200 mayors that helps local governments engage citizens to tackle pressing issues; Katie successfully spun Cities of Service out of the foundation in early 2014 and now serves on its board of directors. She also developed and launched new programs for the Government Innovation portfolio, including the Mayors Challenge â&#x20AC;&#x201C; a prize competition that incentivizes local governments to develop bold solutions to city problems that expanded abroad in 2013. Before that, Katie was a consultant at McKinsey & Company where she focused on organizational development and strategy for foundations and financial institutions. She holds an M.B.A. from Columbia Business School and an M.A. in international policy studies and a dual B.A. in economics and international relations with honors from Stanford University.

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MICHAEL CLARK President, Nonprofit Coordinating Committee of New York, Inc.

Michael Clark is President of the Nonprofit Coordinating Committee of New York (NPCC), the voice and information source for some 1,500 nonprofit organizations throughout New York City, Long Island and Westchester. NPCC informs and connects nonprofit leaders, saves nonprofits money, helps them manage and govern themselves better, represents the nonprofit communityâ&#x20AC;&#x2122;s relations with government and runs a highly used website filled with information on operating nonprofits. Michael previously served as President of Citizens Committee for New York City, where he created a number of nationally recognized programs. At NPCC, he created its best known program, the Nonprofit Excellence Awards. Currently in its ninth year, the Nonprofit Excellence Awards program teaches, recognizes and encourages outstanding management practices among New Yorkâ&#x20AC;&#x2122;s large and diverse nonprofit community. Michael has some 35 years of professional training and background in urban issues, public health and nonprofit management. He has taught at the University of Tennessee, Brooklyn College, Downstate Medical Center, and Columbia University. He also is a past President of the Public Health Association of New York City and has held a number of management positions in policy analysis and program and community development.

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5/28/15 5/28/15 11:19 5:42 PM AM

BONNIE STONE President & CEO, WIN - Women In Need

Bonnie Stone has been President and Chief Executive Officer of Women In Need (WIN) for 15 years. WIN, a not-for-profit agency serving homeless and disadvantaged women and children in New York City, operates ten shelters with almost 1,000 family units; 261 supportive housing units for families with special needs; a licensed outpatient alcohol and substance abuse treatment center, and other programs to meet the complex needs of these families. Each night over 3,700 people sleep in a WIN facility. WIN has a staff of 350 and a volunteer corps of 400. Before WIN, Ms. Stone served the people of the City of New York for more than thirty years. In 1972, as Deputy Assistant Commissioner of the New York City Department of Health, she was in charge of all City drug abuse treatment services, and merged two separate agencies which had previously provided services to drug abusers. As Deputy Administrator of the Human Resources Administration (HRA), Ms. Stone opened and operated more than 10,000 beds for homeless single people, and oversaw the administration of protective services for adults, shelters for battered women, homecare services for the elderly and disabled, and family planning clinics. Appointed Deputy Commissioner in the Office of the Chief Medical Examiner in 1986, Ms. Stone was instrumental in reorganizing the administration and daily operations of the department, clearing serious backlogs and restoring public confidence after a prolonged period of crisis. Ms. Stone served a four-year term as Vice President of the Long Island Railroad from 1986 through 1990, designing and implementing the first overall marketing strategy and program for ridership growth for the transit agency. She also created a division for government and community affairs, marketing, media relations and public information, reporting directly to the President of the railroad. Ms. Stone returned to the field of health and human services as the Chief Operating Officer of Selfhelp Community Services, a large not-for-profit agency affiliated with UJA. At Selfhelp, Ms. Stone was responsible for a variety of programs for the elderly, including home health care, senior citizensâ&#x20AC;&#x2122; day centers, subsidized housing, and services for Holocaust survivors. A native New Yorker, Ms. Stone is a graduate of the University of Wisconsin and holds two masterâ&#x20AC;&#x2122;s degrees: one in Psychological Measurement from Columbia University and one in Urban Planning from New York University.

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PAULA PARK Senior Relationship Manager, BankUnited

BankUnited announced the appointment of Paula Park as vice president and senior relationship manager, responsible for new business development in the nonprofit and higher education sectors of the commercial banking department. She will be based in Manhattan. A banking industry veteran with 25 years of experience, Park has focused much of her career on managing the banking needs of tax-exempt organizations. Most recently, she served as senior vice president of the education and nonprofit banking group, northeast region at Wells Fargo Bank in Manhattan. A resident of New York City, Park earned her bachelorâ&#x20AC;&#x2122;s degree from Muhlenberg College in Allentown, Penn. Parkâ&#x20AC;&#x2122;s office is located at 623 Fifth Avenue. For more information call (877) 779-2265 or visit www.BankUnited.com.

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United Neighborhood Houses Promoting and strengthening the neighborhood-based, multi-service approach to improving the lives of New Yorkers in need and the communities in which they live with policy development, advocacy and capacity-building activities.

Visit us online at www.unhny.org Contact us at (212) 967-0322

Find us on Facebook at UNHNY Follow us on Twitter @UNHNY

Nonprofit OpCon

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PAUL KONIGSTEIN Senior Consultant, Accounting Management Solutions

Paul Konigstein is a veteran CFO with over two decades of experience assisting nonprofit Organizations. His expertise includes IRS Form 990, A-133 audits, grant compliance, indirect cost rate determination, policy and procedure, account reconciliations, budgeting and forecasting, cash management, cost accounting, general ledger, month-end closing, and strategic planning. Since joining AMS, Paul has served as interim CFO for a a private day school, a workforce development organization, a music school, and an international diplomacy nonprofit. He also served as interim Controller for a medical research organization. He has worked on projects to train staff, develop operating and capital budgets, indirect cost rates, and policy and procedure manuals for a theater company, a youth development organization, a housing organization, a childhood literacy organization, and an international education nonprofit. He also performed period-end closings for an environmental advocacy group and the literacy organization. Additionally, Paul revamped the policy and procedure manual and job descriptions and developed a cost allocation plan for a social services organization. Prior to joining AMS, Paul worked as the acting Controller for the Metropolitan Opera, where he managed an eleven person Accounting Department and streamlined their financial reporting processes. Before that, he was the Director of Grants Management for New Leaders for New Schools, where he oversaw budgeting and reporting and implemented policies and procedures to ensure grant compliance. Previously, Paul was the Executive Vice President of Finance for the New York Hall of Science, where he was responsible for financial strategy, capital budgeting, payroll, treasury, general ledger, and monthend close. As Controller for Helen Keller International, he designed and maintained internal controls, reduced monthly closing time by 25%, and directed the annual audit for the $25M Organization. Prior to this, he worked as the Director of Finance for ArtsConnection and the American Montessori Society. Paul is proficient in a number of software applications including AccPac, ADP, Excel, Financial Edge, MIP, Paychex, and QuickBooks. He received his B.S. in Marketing from the University of Pennsylvania’s Wharton School, and his M.B.A. in Finance from NYU’s Stern School of Business. Paul is past Treasurer of The Animation Project, currently co-chairs the Nonprofit Special Interest Group of The FENG in NY, and is the chair of Bridgespan’s NY Nonprofit CFO Group.

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CRYSTAL E. WARD Senior Vice President

Crystal E. Jackson, formerly Ward, is a Senior Vice President at Citi in the Nonprofit Financial Services Group. Her group specializes in providing banking services to the not for profit sector with a specialty focus on social service organizations. Crystal has worked in financial services for almost 15 years specializing in credit underwriting and client management primarily for the not for profit sector. Crystal deems it a privilege to be able to combine her passion for banking and finance with her passion for serving nonprofits. She is a thought leader in this space, always thinking of ways in which she can partner with organizations by bringing innovative financial solutions to assist them in becoming more efficient and effective in serving their target population. Prior to her current role at Citi, Crystal worked for JPMorgan Chase as a Vice President in the Government and Not For Profit Banking Group and managed a portfolio consisting of large Not For Profit Organizations in New York, New Jersey and Washington, DC. She has consistently been commended by her clients for her ability to not only meet their financial needs, but for her commitment to building strong alliances across sectors which prove to be invaluable in achieving social impact. In addition to her professional career, Crystal enjoys serving her community and was instrumental in organizing the Operation Backpack and Blessing In A Backpack volunteer initiative at JPMorgan Chase which provided school supplies for homeless children in NYC and weekend meals for urban youth. She has travelled internationally as a volunteer to build schools in Malawi, Africa and served as a medical missionary in Haiti after the after the earthquake in 2010. Currently, Crystal serves on the board of Unique People Services as chair of the real estate committee and board member and finance committee member of the Aids Service Center of NYC. Additionally she serves as the Community Outreach subcommittee chair for the African Heritage Network, an employee engagement group at Citi. Crystal holds a Masterâ&#x20AC;&#x2122;s Degree in Public Administration and a Bachelor of Business Administration in Finance from Baruch, Zicklin School of Business. She is also a National Urban Fellow.

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Crown_F

1-800-431-1745 CrownProducts.com 450 Nepperhan Ave. Yonkers, NY 10701

The Tri-States leading provider of Packaging and Janitorial Supplies

Your trusted resource for green alternatives

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AMY COHEN

Director of Government and Philanthropy, Good Shepherd Services

Amy Cohen is the Director of Government and Philanthropy at Good Shepherd Services. In this capacity, she oversees all institutional giving as well as the management of all government contracts. Good Shepherd has grown tremendously in recent years and the growth has brought many challenges. Ms. Cohen has helped to create a range of protocols and processes to improve efficiency, ensure contract compliance and maximize revenue â&#x20AC;&#x201C; which she will share during the panel presentation. Ms. Cohen has two decades of management experience in child welfare/multi-service organizations and an MSW degree in Administration from Hunter College School of Social Work.

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Attract. Engage. Repeat. Informz can help your nonprofit create campaigns that cut through the clutter and drive real results â&#x20AC;&#x201C; without demanding more of you and your staff.

Email Marketing Custom templates and drag-anddrop tools make it easy to create great looking, professional emails

Marketing Automation Incorporate advanced metrics, personas, lead scoring and more to expand your capabilities with marketing automation

Dedicated Support Get personal one-on-one insight and guidance, anytime, from your own eMarketing Advisor

See how it works at informz.com Or call 1 (888) 371-1842 ext. 5

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Good Shepherd Services is a proud sponsor of Nonprofit OpCon, and proud to work with community partners who are committed to creating opportunites for children, youth, and families to achieve their fullest potential.

The Human Services Council strengthens the nonprofit human services sector's ability to improve the lives of New Yorkers in need. Representing New York’s nonprofit human services sector, HSC: 

Advocates for reinvestments in human services to address the rising costs and impact of inflation on our industry;



Leads the way on sector wide reform efforts aimed at reducing burdens and increasing opportunities to improve service delivery;



Convenes the human services sector, government, philanthropy, business, and academia to identify issues and work collaboratively on solutions that allow nonprofits to thrive; and



Elevates visibility and recognition of human services as essential providers of support for New Yorkers in need. Learn more about HSC, our work, and how you can be a member at www.humanservicescouncil.org.

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MARY GALBALLY Director of Real Estate Development, Project Manager, NY Bulk Energy Procurement Initiative for Supportive & Affordable Housing (BEPI)

Mary Galbally joined HSI in 1998 as Director of Real Estate Development. She has more than 30 years of diverse experience in non-profit, public, and private sector affordable housing, and extensive experience working with federal, state, and local public agencies, community development corporations, lenders, Native American Tribes, and the affordable housing community throughout the Northeastern U.S. Mary has a legal background with in depth knowledge of affordable housing finance and development. Mary is spearheading the NY Bulk Energy Procurement Initiative for Supportive & Affordable Housing (BEPI).

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KYLE REIS

Senior Director, Global Data Services & East Coast Representative, TechSoup Global & Former Manager, Strategy and Operations, Ford Foundation

Kyle serves as Senior Director of Global Data Services and East Coast Representative for TechSoup Global. Prior to joining TechSoup, he spent more than a quarter century at the Ford Foundation in Manhattan. During his tenure at Ford, he held more than a dozen different roles in program, operations and administration. He has a long affiliation with the philanthropic sector. He served as board co-chair of the Grants Managers Network, a 3,000-member association of foundation grants managers, and also helped launch Project Streamline, an effort to improve grant application and reporting practices. He was a charter member of an advisory committee that built out an “equivalency determination” repository known as NGOSource. Currently, he serves on the board of the nonprofit evaluation firm, Innovation Network. Kyle has a keen interest in cross-pollinating sector practices to advance social change. Over the past few years, for instance, he has been part of a nascent effort to create a stronger partnership between the design and nonprofit communities. He holds a Master’s degree from New York University and a bachelor’s from Lafayette College. In his spare time, he supports three family foundations and has three daughters to otherwise keep him busy.

W a h m t

O a a e

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Oconnor

Hear that? We do. What you say matters. At Oâ&#x20AC;&#x2122;Connor Davies, we believe that listening plus expertise equals understanding. We are dedicated to providing a deeper understanding of client needs within our complete range of accounting, auditing, tax and management advisory services. Here, partners and professionals utilize a hands-on approach to listening and leading efforts both domestically and internationally, thanks to our membership in PKF International. This approach results in a high level of client satisfaction and continues to fuel our growth. Our knowledgeable partners and staff concentrate exclusively on servicing the not-for-profit industry and benefit from overlap in expertise with a number of correlating firm practices, including real estate and affordable housing, health care, forensics and IT risk, employee benefit plan services, governmental entities and more.

www.odpkf.com

Mark Piszko Partner 212.286.2600 New York, NY

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December 2014

Call 1-800-244-PEST or 1-800-244-7378 24 hour service seven days a week.

A Time for Profound Gratitude

As we join family and friends to give thanks this year, I wanted to reach out to you and let you know how thankful we are at Knockout Pest Control. We appreciate our customers. It is truly our pleasure to help you deal with an often unpleasant situation and we share a sense of accomplishment when we eliminate whatever is bugging you. We are honored that the support of our customers has given us the opportunity to give back to our community. We are committed to serving worthy causes and are always looking for ways to contribute on behalf of employees, customers and our fine community. In 2014, we are pleased to have been able to support: Bnos Menachem School for Girls Catholic Charities Central Nassau Guidance & Counseling Service, Inc. Chabad Long Island Children's Medical Fund of New York Concern for Independent Living - Liberty Village Eden II and Genesis Foundation Family and Children's Association Gurwin Health Foundation Haftr Hofstra Hillel Hofstra University School of Suburban Studies Holocaust Memorial & Tolerance Center of Nassau County JCC of the Five Towns

JCRC Long Island Jewish Academy of Suffolk John J. Byrne Community Center Long Island Coalition for the Homeless Long Island Fight for Charity Nassau County Auxiliary Police New Yorkers for Better Libraries Samuel Field Y Solomon Schechter Day School St. Jude Children's Research Hospital Transitional Services for New York, Inc. UCP of Suffolk UJA Federation of New York Wounded Warrior Project

Finally, we are humbled by the trust you place in us and the positive reviews you have given us. We work hard to earn our reputation and it is gratifying to be recognized for our efforts.

Where Do You Work???

Coupons Visit Us Online

Knockout not only provides quality pest management in your home, we also provide services for commercial properties on Long Island, all of New York City, Westchester and Rockland Counties.

When you refer someone and a sale is made, we will thank you with a $50.00 gift card

Forward to a Friend l Visit Us Online l Facebook l Twitter l LinkedIn l Coupons l Update Your Information l Unsubscribe

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5/28/15 5/28/15 11:45 5:42 PM AM

CHRISTOPHER SCAVO Digital Marketing Strategist, Informz

Chris Scavo is a Digital Marketing Strategist at Informz where he provides education, consulting services, and strategic guidance for their client base. Chris has worked in the direct and eMarketing industries for over 10 years with various clients in the nonprofit and retail industries such as Home Depot, Tory Burch, and the National Business Aviation Association.

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JACQUELINE M. TISO Chief Executive Officer, JMT Consulting

Jacqueline started the company in 1991 with the mission of helping nonprofit organizations achieve their missions through the effective use of fund accounting and technology tools. The company has evolved over the years to continue to meet the technology and financial management needs throughout the nonprofit community. Today, the company has several divisions to support nonprofits of all sizes nationwide, providing products and services to meet all of an organizationâ&#x20AC;&#x2122;s back-office and operational needs. Jacqueline continues to successfully grow her company and has gained national recognition with the Technology Pacesetter award in Accounting Today, a Var 100 member, as well as being featured on the cover of Accounting Technology. Jacqueline has over twenty five years of experience in the nonprofit sector. Prior to founding JMT Consulting Group, she was CFO and Comptroller for a number of nonprofit organizations. She has assisted nonprofit organizations with all financial aspects of their business from accounting services and technology to high level management and board consulting. She is a frequent speaker on financial management and technology and is regularly called upon by the media and nonprofit organizations for her expertise.

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McGladre

Experience the power of being understood.®

Achieving your mission requires working with professionals specializing in nonprofit organizations so you gain new insights to develop successful strategies. We ask the probing questions, listen attentively and conduct working sessions with you to advance thinking, innovation and problem-solving. We view our role as a proactive one— seeking to help you address challenges and uncover opportunities that bring you real value. Effectively leveraging technology is one of the best ways to boost efficiency and drive your organization’s mission forward. McGladrey offers a full suite of services to help align your systems and processes with your mission and maximize the return on every IT dollar. When you trust the advice you’re getting, you know your next move is the right move. This is the power of being understood. This is McGladrey. For more information, visit www.mcgladrey.com or contact Charles Riess, Director, at charles.riess@mcgladrey.com or 212-372-1222.

AR-NE-ALL-NFP-0515

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Don't just

COUNT BEANS

Go Save the World JMT Consulting has been guiding nonprofit finanical leaders to accounting soultions that get them out of their spreadsheets and back to their mission for more than 25 years. Call today for your free systems audit (888) 368-2463

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CHARLES RIESS Director. McGladrey LLP

Charles J. Riess is the Director responsible for McGladreyâ&#x20AC;&#x2122;s Not-for-Profit consulting services in New York. Charles has over 30 years of experience in strategic business advisory and technology solutions. He specializes in helping not-for-profit organizations align their people, processes and technology to achieve higher levels of performance. His clients include Teach for America, Jewish Federations of North America, New York Botanical Garden, Girl Scouts USA, AICPA, US Fund for Unicef, Access Community Health Network, National Philanthropic Trust, American Red Cross of Greater NY, the Statue of LibertyEllis Island Foundation, as well as other smaller mission-driven organizations. Charles has significant experience in the planning, evaluation, development and implementation of financial, fundraising/CRM and management information systems. He has also provided significant operational, organizational, strategic planning and general business consulting services. He has conducted numerous Rapid Assessments, prepared Strategic Roadmaps, and conducted System Selections including requirements analysis, preparation of requests for proposal (RFPs), proposal/ product evaluation, hardware and software selection, contract negotiation and project management. He has also managed full System Development Life Cycle (SDLC) projects including client/server, cloud and web based application development. Charles has conducted business process reengineering and operational/organizational reviews to improve clientsâ&#x20AC;&#x2122; management effectiveness, staff productivity, timeliness and utility of financial and management reporting, and profitability. He has been published in Not for Profit Watch, Technology Watch and Horizons and is a frequent seminar speaker. Mr. Riess holds an MBA from Hofstra University and a BS from SUNY Stony Brook, is a past member of the Board of Trustees of the ePhilanthropy Foundation, and is a frequent speaker on topics of interest to not-for-ptofit organizations.

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MICHAEL D. SMITH, JR. Vice President

STANTON CHAPEL INSURANCE ASSOCIATES TEL: (856) 795-7500 x 346 CELL: (609) 619-2441 • FAX: (856) 795-9877 msmith@sia-insurance.net “Serving the insurance needs for nonprofits throughout the Philadelphia and New York regions”

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Tristate Apartment Furnishers Tristate Apartment Furnishers

Founded more that a half century ago, Tristate Apartment Furnishers is established as a quality home furnishings wholesale company. We are determined to provide satisfaction forFounded every customer. represent exceptional combination of modern more that aWe halfproudly century ago, Tristatean Apartment Furnishers is established as a technology and old fashioned courtesy. This is accomplished through our belief in quality home furnishings wholesale company. We are determined to provide satisfaction supplying quality products and exemplary services and yet maintaining ethical business for every customer. We proudly represent an exceptional combination of modern practices. We take pride in our work and inThis our isworking relationship. Over years technology and old fashioned courtesy. accomplished through ourthe belief inwe have proven ourselves time and services time again #1 at whatethical we do.business supplying quality products and exemplary andto yetbe maintaining practices. We take pride in our work and in our working relationship. Over the years we have proven ourselves time and time again to be #1 at what we do.

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