NYN OpCon Journal

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Thursday, June 15, 2017 Hebrew Union College - Jewish Institute of Religion New York Nonprofit Media presents the third annual Nonprofit OpCon! Please join the conversation on social media by liking our Facebook and LinkedIn pages, following us on Twitter @NYN_Media, and using #NYNOpCon. Be sure to sign up for our daily e-newsletter, Nonprofit First Read, at www.nynmedia.com/subscribe

8 AM

Registration and Networking Breakfast

9 AM

Panel #1: Optimizing and Developing a Sustainable Board of Directors Shifting from the concept phase to the reality of creating an effective and strategic board takes focused action and determination. This session will address the steps of building and assessing a board of directors. Using real scenarios and recent leadership data, it will discuss techniques used when developing a board of directors, reinventing a current board and delivering boards that work, develop and last.

Panelists: Andrew Rigie, Executive Director, New York City Hospitality Alliance (Moderator) John Casey, Associate Professor, Marxe School of Public and International Affairs at Baruch College Allan M. Blum, Senior Partner, Loeb & Troper LLP Todd Polyniak, Partner, Sax LLP Nancy D. Miller, Executive Director/CEO, Visions/Services for the Blind and Visually Impaired

9:40 AM

Panel #2: Integrating the Right Technology Needed to Take Your Operations to the Next Level Innovation through technology is cost-effective and within the reach of most nonprofits. It’s not just about the technology, but what technology can do to help a nonprofit operate better, stretch dollars further and make a bigger difference in the community. This session will also address how to prepare to truly leverage free technology – from what questions to ask technology providers to who should be involved in choosing the technology and helping implement it.

Instead of seeing the process of choosing technology as scary, this session will empower you to choose the right tools for your organization.

Panelists: Norman H. Reiss, Senior Project Manager, Center for Court Innovation (Moderator) Tamayla Ross-Senghore, Founder, Achievement for Disabled Youth Sharon D. Doctor, Vice President, Health Home Care Management Program, Housing Works Jacqueline M. Tiso, Founder and CEO, JMT Consulting Daniel Heller, Chief Financial Officer and Chief Information Officer, Lamb Financial Group

10:20 AM

Networking Break

10:40 AM

Panel #3: Assessing the Real Estate Process – What are the Current Trends?

When an organization evaluates its real estate, it must also take a close look at its mission. Predicting the growth of an entity is a difficult exercise and requires an in-depth understanding of an organization’s goals. Although it may be

difficult to justify investing in real estate, the time and money initially spent should be worth the expense in the end.

Many nonprofits rely on pro bono real estate advice, sometimes from their board members or friends who have some real estate experience.

Panelists: Jane Brody, Executive Director, Nonprofit and School Division, Vicus Partners (Moderator) Jonathan Denham, Co-President, Denham Wolf Real Estate Kendrick Harris, President, Council of Urban Real Estate Andrew Stein, Founding Principal, Vicus Partners Richard Souto, Executive Director, LEAP 11:20 AM

Special Featured Session: Form 990 – Understanding Triggers and the IRS Examination Process Understanding your organization’s Form 990 and the underlying IRS examination triggers throughout the document is of the utmost importance in achieving your organization’s compliance objectives. You may ask, what is a trigger?

A trigger is either an activity, or something reported and/or omitted, on Form 990 that would increase the chances of being selected for an IRS examination. This session will serve as a roadmap to understanding various key sections of Form 990 and identifying potential triggers for your organization. In addition, it will equip you with the tools necessary to lessen the odds of an IRS examination. The panel will also provide insight into the examination process and discuss red flags to look for in Form 990.

Presented by: Hope Goldstein, Co-Partner-in-Charge, Nonprofit, Government & Healthcare Group, Marks Paneth LLP (Moderator) Robert Lyons, Tax Director, Exempt Organizations, Nonprofit, Government & Healthcare Group, Marks Paneth LLP Frances McKenna, Tax Director, Nonprofit, Government & Healthcare Group, Marks Paneth LLP

11:50 AM

Panel #4: Self-Regulation and Transparency of Nonprofits Media attention to nonprofit sector scandals in recent years has increased the sector’s discussion about regulation, selfregulation and transparency. What should be done in terms of self-regulation and transparency that could both prevent similar scandals and prevent unwanted and possibly overreaching new legislation? How do you best report financial information to different audiences? The panel highlights actions your organization can take to prepare for and meet its annual compliance and accounting requirements.

Panelists: Yolanda Robano-Gross, Executive Director, Options for Community Living Inc. (Moderator) William M. Klimon, Member, Caplin & Drysdale Traci Lester, Executive Director, National Dance Institute Jane F. Greenman, President, National Executive Service Corps Brian Yacker, Managing Partner, YH Advisors Tracie Robinson, Senior Policy Analyst, Human Services Council of New York

12:30 PM

Luncheon

1:30 PM

Special Featured Session: Jump-start Your Accounting Department! A Survey of Best Practices Your Part-Time Controller, the nonprofit accounting specialists since 1993, presents this interactive session with live polling and results of audience members’ current accounting procedures. We will discuss best practices for financial management and efficient accounting processes. You will come away from this lively session with a better understanding of the key elements of a highly functioning accounting department.

Presented by: Jennifer M. Alleva, Partner, Your Part-Time Controller LLC Ellie Hume, Senior Manager, Your Part-Time Controller LLC Rachel DeMatteo, Manager, Your Part-Time Controller LLC

2 PM

Panel #5: Finance Strategies – Gathering and Presenting Financial Data in a Meaningful Way Nonprofit leaders need to develop at least basic skills in financial management. These skills begin with critical areas of cash management and bookkeeping, which should be done according to certain financial controls to ensure integrity in the bookkeeping process. This panel will also address something equally important called the human side of budgets, which discusses how being aggressive, conservative or making other choices can impact budgets and their results.

Panelists: Amy West, Chief Financial Officer, AHRC New York City (Moderator) Ronald Benjamin, Client Leader, CliftonLarsonAllen LLP Paula Park, Senior Vice President, BankUnited Paul Bennett, Director of Finance and Administration, Hunger Free America Shibani Gambhir, Director of Operations and Finance, Impacct Brooklyn Jacqueline M. Tiso, Founder and CEO, JMT Consulting 2:40 PM

Panel #6: Implementing Realistic Governance Solutions Good governance is and will remain a constant challenge facing organizational leaders and the nonprofit community.

Focusing on best practices for executing realistic governance solutions is key to a nonprofit’s success. The session will discuss important governance topics, including revising the application process of board and/or committee members; employment laws and issues; strategic planning and learning tips for enacting good governance in your nonprofit.

Panelists: George E. Grace, Managing Partner, Mohr Partners Inc. (Moderator) Lee Klumpp, Assurance Director, BDO Lisa M. Brauner, Partner, Employment Law Practice, Perlman + Perlman LLP Jennifer L. Goldstone, Founder and CEO, Xukuma LLC Jen Wohl, Chief Operating Officer, Youth Communication

3:20 PM

Networking Break

3:40 PM

Panel #7: Human Resources and Leadership Transition Challenges A change in leadership is a pivotal moment in the life of a nonprofit organization. Handled well, a successful leadership transition can strengthen and move an organization forward. With a carefully designed and managed transition process, the departure of an executive director is an opportunity for the organization to reflect on its mission and vision and to think creatively about its leadership needs.

Panelists: Neil J. Pollack, Retired CEO, Anderson Center for Autism (Moderator) Ramik J. Williams, Executive Director, Directions for Our Youth William Hochman, CEO, The Joel Paul Group Karen Schuler, Managing Director of Search, Transition and Planning Services, Raffa Robert E. Maher, CEO, St. Christopher’s Elizabeth Perlak, Director of Legal Services, Trinet Ambrose

4:20 PM

Panel #8: Nonprofit Efficiency – Managing Risk, Overhead and Challenges Risk management is a tool that helps nonprofits deal with uncertainty. An organization ideally reviews its susceptibility to unexpected losses and then develops strategies either to prevent losses from happening, or to reduce the damage when they do happen. Factoring into managing risk is trying to understand ratios and what they indicate for an organization’s impact or financial efficiency. And on top of it all, fraud among nonprofit entities has been on the rise, or at least rising in the public eye. Nonprofits with efficient risk management tools in place are far more likely to succeed.

Panelists: Amy Clatworthy Daigle, Director of Operations, Common Impact (Moderator) Sara Gillen, Founding Partner, Partners for Nonprofits David M. Rottkamp, Not-for-Profit Practice Leader and Partner-in-Charge of New York City Office, Grassi & Co. Joshua Lamberg, Founder and CEO, Lamb Financial Group Corinne Hammons, CEO, Little Flower Children and Family Services of New York James Sheehan, Chief, Charities Bureau, State Attorney General’s Office

5:15 PM

Closing Announcements, Raffle Winners and End of Conference

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PANEL #1 MODERATOR

ANDREW RIGIE

Executive Director New York City Hospitality Alliance

Andrew Rigie is the executive director of the New York City Hospitality Alliance, a trade association representing restaurants, nightlife establishments, destination hotels and industry suppliers.

Growing up working at his family’s fourth generation bakery and cafe in Queens, Rigie was destined for a career in the hospitality industry. He worked in multiple positions within the industry before joining the New York State Restaurant Association in 2004, where he recruited members and provided resources and consulting services to restaurant operators. In 2009, Rigie took the helm as executive vice president of the association’s New York City operations.

In 2012, Rigie accepted a position to launch the independent New York City Hospitality Alliance, which quickly grew into a premier organization representing all facets of the diverse hospitality industry. In addition to his executive duties, he serves on multiple committees relating to hospitality, is a vocal industry advocate and a recognized commentator in the media.

PANEL #1

JOHN CASEY

Associate Professor Marxe School of Public and International Affairs at Baruch College John Casey is an associate professor in the Marxe School of Public and International Affairs at Baruch College. From 1999 to 2007, he was a senior lecturer in management, leadership and governance at Charles Sturt University’s Australian Graduate School of Policing and Security. Prior to his academic career, he worked as a public sector and nonprofit executive. From 1992 to 1998, he was the executive officer of the masters in public management program at a three university consortium in Barcelona, Spain. Previously, he had been the director of the New York City Mayor’s Office of Adult Literacy and a social services manager in Sydney, Australia.

His new book, “The Nonprofit World: Civil Society and the Rise of the Nonprofit Sector,” was published by Lynne Rienner Publishers in 2015.

COMMUNITY & HUMAN SERVICES COMMUNITY & HUMAN SERVICES

GOVERNMENT GOVERNMENT

HEALTH CARE HEALTH CARE

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To learn more, visit markspaneth.com.

Hope Goldstein, CPA

Michael McNee, CPA Partner-in-Charge, Attest Services Michael McNee, CPA Nonprofit, Co-Partner-in-Charge, Government & Attest Healthcare Group Partner-in-Charge, Services 212.503.8954 Co-Partner-in-Charge, Nonprofit, mmcnee@markspaneth.com Government & Healthcare Group

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Co-Partner-in-Charge, Nonprofit, Hope Goldstein, CPA Group Government & Healthcare 212.503.6351 Co-Partner-in-Charge, Nonprofit, hgoldstein@markspaneth.com Government & Healthcare Group

212.503.6351 hgoldstein@markspaneth.com

Warren Ruppel, CPA Partner, Practice Leader, Government Warren Ruppel, CPA Services 212.503.6391 Partner, Practice Leader, Government wruppel@markspaneth.com Services

212.503.6391 wruppel@markspaneth.com

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PANEL #1

ALLAN M. BLUM

Senior Partner Loeb & Troper LLP

Allan M. Blum is a senior audit partner at Loeb & Troper LLP, where he sits on the firm’s executive committee and serves as co-chair of the quality controls committee.

Blum’s audit practice represents a cross section of large and complex nonprofits, including health care organizations, special needs providers, social services agencies and foundations. In addition to planning and overseeing these audits, Blum has played a critical role in helping executives and board members with complex corporate structures and aggressive growth plans. He has guided many clients through acquisitions and new program development.

Blum is widely regarded for his extensive expertise and knowledge on a wide range of issues that impact nonprofit and health care organizations. He has facilitated numerous board retreats on governance and strategic direction. He is also a highly sought after industry speaker and proudly volunteers his time and expertise to industry and professional education and advocacy efforts.

PANEL #1

TODD POLYNIAK

Partner Sax LLP

Todd Polyniak, a partner at Sax LLP since 2000, has more than 30 years of auditing and accounting experience. As director of the firm’s nonprofit service team, he provides the leadership, passion and vision to empower a dedicated team of professionals within the firm who are highly proficient in providing audit, tax and consulting services to a wide array of nonprofit organizations. Besides providing the highest quality compliance services, Polyniak also has a passion to bring value to every relationship in order to help nonprofit organizations to realize their potential.

Polyniak is also the innovator of Sax’s “Fist to Five,” which is a process that is focused on providing cutting edge consulting services to nonprofit organizations. Polyniak has hosted Fist to Five events for the past decade in both in New Jersey and New York, which have been highly successful in bringing together experts presenting creative, informational and thought-provoking topics to the nonprofit community.

PANEL #1

NANCY D. MILLER

Executive Director/CEO Visions/Services for the Blind and Visually Impaired Nancy D. Miller has been executive director/CEO of Visions/Services for the Blind and Visually Impaired since 1987. She serves on several nonprofit boards and is a frequent keynote speaker and published author.

She has built a strong relationship with the Visions board, which has led to Visions’ financial stability, program expansion, missiondriven documented impact of client services and careful risk management.

Since 1926, Visions has provided free services for blind people of all ages, their families and unpaid caregivers in New York City, Long Island and lower Westchester and Rockland counties. Visions is building the first and only residential vocational rehabilitation center in the state for blind youth and adults, set to open in August. Visions received a $1 million state Dormitory Authority nonprofit infrastructure grant to put toward the $9.5 million building cost.

PANEL #2 MODERATOR

NORMAN H. REISS

Senior Project Manager Center for Court Innovation

As senior project manager at the Center for Court Innovation, Norman Reiss is currently managing a team of technology and research staff to build a new case management application to be used organizationwide to record client assessments and to track compliance with court mandates. He is also managing a project to build a Salesforce application to be used by the Strong Starts Court Initiative.

Reiss frequently presents at the Nonprofit Technology Conference and regularly blogs at Nonprofit Bridge on the intersection of technology, communications and development. He also helps seniors through work with Dorot, the Radical Age Movement and SelfHelp Community Services. He is also an avid nature and landscape photographer.

PANEL #2

TAMAYLA ROSS-SENGHORE

Founder Achievement for Disabled Youth

Tamayla Ross-Senghore was born in Brooklyn. She attended Niagara University and St. Francis College, obtaining an undergraduate degree in social work. She is a Traumatic Brain Injury Service Coordinator for Allwel. She has expertise in the developmentally disabled field as a service coordinator and quality assurance specialist. In 2015, upon taking a trip to Kampala, Uganda, Ross-Senghore envisioned assisting children with developmental delays. In December 2016, she started a company called Achievement for Disabled Youth. She is working with the Kakunyu School in Masaka, Uganda.

PANEL #2

SHARON D. DOCTOR

Vice President, Health Home Care Management Program Housing Works Sharon D. Doctor provides leadership, vision, direction, coordination and management for the Health Home Care Management Program at Housing Works, including strategic planning, management of program growth, quality of services and strengthening health care integration. Doctor has a successful track record in leading an Article 28 Federally Qualified Health Center and supportive housing programs. Before joining Housing Works in 2014, Doctor served as a consultant for Lumina Community Health Center, which is a private health center established to provide services to the underserved community in Irvington, New Jersey.

Doctor also served as the center director at Community Healthcare Network, which is recognized for its patient centered medical home and ambulatory centers.

Doctor possesses more than 15 years of health care experience including management of clinical operations, ambulatory centers and housing programs. Doctor holds a master’s degree in public health from Hunter College.

PANEL #2 AND PANEL #5

JACQUELINE M. TISO

Founder and CEO JMT Consulting

Jacqueline M. Tiso started JMT Consulting in 1991 with the sole purpose of helping nonprofit organizations achieve their missions through the effective use of fund accounting and technology tools. Today, the company has several divisions to support nonprofits of all sizes nationwide, providing products and services to meet an organization’s back-office and operational needs.

Several years ago, JMT migrated most of its internal systems to the cloud, and after experiencing the benefits of these systems, Tiso has been a leading proponent of cloud systems for nonprofits. Tiso received national recognition with the Technology Pacesetter award in Accounting Today magazine.

Tiso has more than 25 years of experience in the nonprofit sector. Prior to founding her company, she was chief financial officer 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.

PANEL #2

DANIEL HELLER

Chief Financial Officer and Chief Information Officer Lamb Financial Group Daniel Heller is chief financial officer and chief information officer at Lamb Financial Group, the nation’s largest insurance broker dedicated exclusively to social services organizations. Prior to his time at Lamb, Heller spent 10 years advancing through leadership positions in business development and finance and was vice president of acquisitions at Diamond Equity Partners LLC. There he built the acquisitions group from the ground floor, and served as an integral part of operation doing marketing, finance, accounting and business development. His business acumen was sought after for mergers and acquisitions in a wide range of industries. Before his time with Diamond Equity Partners LLC, Heller was an associate in the acquisitions group at RAF Industries Inc. Heller holds a bachelor’s degree in finance and marketing from Lehigh University. He also has a masters of business administration from Columbia Business School.

PANEL #3 MODERATOR

JANE BRODY

Executive Director, Nonprofit and School Division Vicus Partners Jane Brody has a degree from the Pratt Institute, two masters degrees in leadership from Columbia University and she hasn’t had a hand in any fewer than five pots since. Brody has spent the better part of her career working for the city and state of New York to help usher personal change on a grand scale. Before joining Vicus, Brody helped launch a mentoring program serving more than 10,000 children and a foster care program to help more than 8,000 teenagers in the system make the transition to independence.

She has been a consultant for Ben & Jerry’s, UNICEF, the American Red Cross, Coca-Cola and the Special Olympics.

She also has experience in the school system and holds a superintendent’s license. One current passion project is working with Bottomless Closet, a nonprofit that helps disadvantaged women get back in the workforce, and she’ll continue to get involved with projects that ensure those without a voice get heard.

PANEL #3

JONATHAN DENHAM

Co-President Denham Wolf Real Estate

Jonathan Denham is an industry leader in real estate consulting, with more than 25 years of experience in planning, design, and construction in New York City. Guided by his complementary background in civil engineering and urban planning, Denham cofounded Denham Wolf with Paul Wolf to provide integrated real estate services to nonprofits as a means toward sustainable and dynamic urban development. By supporting organizations that provide critical services and economic activity, Denham Wolf created a viable platform for real estate that contributes to the vitality of New York City.

As a co-president of Denham Wolf, Denham’s work has included planning and feasibility studies, building and facility assessments and the design and construction of a diverse range of building projects for educational, health care and cultural organizations. Together, Denham’s experience and holistic vision of real estate planning allows him to effectively lead Denham Wolf’s highly skilled staff, as well as diversified external teams.

PANEL #3

KENDRICK HARRIS

President Council of Urban Real Estate

Kendrick Harris is the managing partner of the Harris Law Group. He began his career in the state attorney general’s office within the real estate finance and investor protection bureaus, where he oversaw the regulation of the sales of real estate securities. Prior to founding his own firm, Harris worked as a senior associate at a boutique law firm, where he focused on affordable housing, community development, nonprofit law and governance.

Harris is also an adjunct instructor of real estate at New York University’s Schack Institute of Real Estate and serves as president of the Council of Urban Real Estate, a 300-member real estate trade organization dedicated to advocating for diversity and inclusion within the real estate industry.

Harris holds a bachelor’s degree from New York University’s Schack Institute of Real Estate, a master’s degree in real estate from Columbia University and a law degree from the Maurice A. Deane School of Law at Hofstra University.

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PANEL #3

ANDREW STEIN

Founding Principal Vicus Partners

After graduating Brown University, and before zeroing in on commercial real estate as his primary passion, Andrew Stein spent some time writing and playing the entertainment industry game. His creative experience heightened the acute intuition it takes to understand what’s happening on the field, negotiate on your behalf and see your deal through. A lifelong advocate and participant in the arts, he is on the boards of the Leukemia & Lymphoma Society and the Half Moon Theater Company, and is a member of the Young Men’s/Women’s Real Estate Association and the International Tenant Representation Alliance.

He lives in Hastings-on-Hudson with his wife, son and dog. He gets out to his house in Amagansett whenever he can, and, after a multidecade hiatus, he is back on the slopes running gates with the Masters Racing Program in Stratton, Vermont.

Denham Wolf is proud to celebrate best practices in nonprofit operations by participating in the 3rd Annual Nonprofit OpCon.

Denham Wolf is proud to celebrate best practices in nonprofit operations by rd area, at Visit us in the exhibitor participating in the 3 Annual the 10:40am panel, or at Nonprofit OpCon. www.denhamwolf.com An essential resource for New York City’s nonprofit community.

Visit us in the exhibitor area, at the 10:40am panel, or at www.denhamwolf.com Mission Leads; Real Estate Follows.

An essential resource for New York City’s nonprofit community.

Mission Leads; Real Estate Follows.

PANEL #3

RICHARD SOUTO

Executive Director LEAP

LEAP Executive Director Richard Souto has years of passionate experience serving youth and families in New York City’s most underserved communities. Prior to joining LEAP, Souto was chief operating officer at Harlem RBI and Dream Charter School, a community-based organization and school serving 2,000 young people from pre-K to college. Souto was previously executive director of New Heights Youth in the Bronx and associate executive director of Groundwork in East New York, Brooklyn. Souto also volunteers his time to many initiatives important to him both in the city and near his upstate home. He was also an adjunct professor at The New School. Souto spends his free time biking, gardening and hanging out with friends and family.

SPECIAL PRESENTATION MODERATOR

HOPE GOLDSTEIN

Co-Partner-in-Charge, Nonprofit, Government & Healthcare Group Marks Paneth LLP Hope Goldstein is the co-partner-in-charge of the nonprofit, government and health care group at Marks Paneth LLP. To this role, she brings more than 25 years of experience in the nonprofit, higher education and public sector industries.

Goldstein directs nonprofit audit and attest engagements – as well as projects involving mergers among nonprofits, initial bond offerings, forecasting services, internal control and systems studies, operational reviews and governance studies.

She is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. She is very active in the state organization having served on its committees for government accounting and auditing, advancement of women and tax-exempt organizations. She is currently serving on the nonprofit organizations committee.

Goldstein has led numerous training seminars on topics related to new accounting standards, governance, compliance and financial reporting.

She holds a bachelor’s degree in accounting from Brooklyn College.

SPECIAL PRESENTATION PANELIST

ROBERT LYONS

Tax Director, Exempt Organizations, Nonprofit, Government & Healthcare Group Marks Paneth LLP Robert Lyons is a tax director for exempt organizations in the nonprofit, government and health care group at Marks Paneth LLP. He brings more than 30 years of experience providing tax and consulting services to the nonprofit, higher education and public sector industries. Lyons’ experience includes the management of substantial exempt organization tax issues – as well as special projects related to unrelated business income for exempt organizations.

He has led numerous training seminars for the American Institute of Certified Public Accountants – receiving the organization’s Outstanding Discussion Leader Award in 2010, and again in 2013. He has also authored six books and 40 articles to date concerning exempt organizations. Lyons holds a bachelor’s degree in accounting from the University of Florida and a master’s degree in taxation from American University.

SPECIAL PRESENTATION PANELIST

FRANCES MCKENNA

Tax Director, Nonprofit, Government & Healthcare Group Marks Paneth LLP Frances McKenna joined Marks Paneth earlier this year as a tax director in its nonprofit, government and health care group. She’d spent the previous 26 years of her career with the Internal Revenue Service, serving the agency and its tax-exempt and government entities division in a number of increasingly complex and high-level roles.

With the IRS, McKenna made significant contributions to, and had oversight over, a number of high-profile national programs – including the Affordable Care Act, the Foreign Account Tax Compliance Act, the Federal Insurance Contributions Act, the Restriction of Political Campaign Intervention and the National Research Program.

McKenna holds a bachelor’s degree in accounting from St. John’s University, and a master’s degree in accounting from the University of Phoenix.

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Discussion topics to include: Discussion topics to include: Crea(ng an Innova(ve Work Environment Crea(ng an Innova(ve Work Environment Evolving Communica(on Techniques in the Digital Age Evolving Communica(on Techniques in the Digital Age Biggest Challenges and Best Solu(ons in Building Senior Management Teams Biggest Challenges and Best Solu(ons in Building Senior Management Teams Best Prac(ces for the Recruitment and Reten(on of Board Leaders Best Prac(ces for the Recruitment Eaffec(veness nd Reten(on of Board Leaders Organiza(onal Organiza(onal Effec(veness Human Resources and Leadership Transi(on Challenges Human Resources and Leadership Transi(on Challenges The Importance of Lifelong Learning The Importance of Biggest Ch Lifelong Learning opportuni3es are available.

Speaker, sponsor and exhibitor Best P Speaker, s ponsor a nd e xhibitor o pportuni3es a re a vailable.

Please contact Kelly Murphy at kmurphy@cityandstateny.com.

Please contact Kelly Murphy at kmurphy@cityandstateny.com.

PANEL #4 MODERATOR

gaging & retaining ever NYN Media H YOLANDA ROBANO-GROSS Executive Director ons about the stra Options for Community Living Inc.

Yolanda Robano-Gross joined Options for Community Living as its executive director in 2014 with more than 20 years of executive level experience within the health care industry. She was formerly the vice president of developmental disabilities residential services at Federation Employment & Guidance Service (FEGS), a health and human services nonprofit organization with programs throughout metropolitan New York. She also has served as the director of developmental disabilities services at PSCH, a comprehensive human services organization. Her additional experience includes being an adjunct field instructor liaison for Stony Brook University, operations director for Global Healthcare Staffing and as director of quality assurance for the Beacon Group.

She earned a master’s degree in health care administration from Hofstra University, a master’s degree in social work from Yeshiva University and a bachelor’s degree in social work from Marist College. She additionally holds a certificate in executive education and nonprofit leadership from the Fordham Center for Nonprofit Leaders.

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Find out mor WILLIAM M. KLIMON www.nyn Member Caplin & Drysdale

William M. Klimon is a member of Caplin & Drysdale’s exempt organizations and corporate law practice groups. Klimon’s practice focuses on corporate governance and transactions, particularly for nonprofit organizations.

Over the past 15 years, Klimon has advised nearly 700 nonprofit organizations on a complete range of issues from formation to dissolution, including dozens of nonprofit mergers. He has worked with many of the nation’s largest private foundations, public charities, political campaigns, environmental organizations, health care institutions, universities, libraries, museums and churches.

Klimon also serves as the vice chairman of the American Bar Association’s nonprofit organizations committee and co-chairman of its joint subcommittee on nonprofit corporation governance.

Discu Crea(ng an I Evolving Communi hallenges and Best S Prac(ces for the Re Organ Human Resources a

PANEL #4

TRACI LESTER

Executive Director National Dance Institute

Traci Lester joined National Dance Institute as its executive director in September 2016. Lester has more than 25 years of experience in nonprofit management, community development and education.

Before joining NDI, Lester was the CEO of LSA Family Health Service, an East Harlem-based human services agency, where she was recruited to spearhead the strategy and organization of the agency’s programs. Prior to LSA, she was the executive director of Reach Out and Read of Greater New York, which helps prepare children for school in New York’s neediest communities by prescribing free books and helping parents make reading part of their family’s daily routine. During her 10-year tenure, she doubled the number of programs serving over 280,000 children.

Lester is the recipient of the American Association of University Women’s Selected Professions Fellowship, the National Association of Health Service Executives’ Community Service Award, and was named to the Grio’s 100 List for education.

PANEL #4

JANE F. GREENMAN

President National Executive Service Corps

Jane F. Greenman is an attorney and a former human resources executive. She served as executive vice president of global human resources for Barr Pharmaceuticals Inc. Reporting to the chairman of the board and CEO, she was responsible for the conduct of all aspects of human resources for Barr worldwide. Before joining Barr, she served as vice president of compensation, benefits and labor relations at Tyco International, and at Honeywell as vice president and deputy general counsel of human resources, with broad responsibility for developing legal strategy and compliance worldwide in employee-related areas.

Greenman has extensive experience developing and implementing human resources strategies to help organizations realize short- and long-term goals. This includes governance, senior executive team-building strategies, recruiting, retention and development of talented employees, organization planning and design, succession management of employee benefit programs and establishment of platforms for delivery of human resources services, employee training and development. Other areas of expertise are compensation, benefits administration, and labor relations.

A NONPROFIT’S VISION TO IMPROVE THE WORLD IS CLEARER WHEN HR ISNT’T STEALING YOUR FOCUS. TriNet manages HR so you can focus on your nonprofit instead of HR distractions. Strategically partnering with TriNet means you’ll have more time to focus on raising funding, getting grants and building your team.

We will be at OpCon this year, so please stop by our booth.

To learn more, visit TriNet.com or call us at 888.874.6388.

The statement that we make is

more than financial.

When you’ve made your living connecting with people who help others, you define success differently.

YH Advisors is a distinctive CPA firm with more than 50 years of cumulative tax, accounting and legal experience helping an array of exempt organizations attain their financial goals, while never losing sight of furthering their mission.

Headquartered in Huntington Beach, California, YH Advisors works with nonprofits located throughout the United States—and abroad—as consultants on a variety of tax, legal and accounting issues.

When what you do means so much to so many, the bottom line is trust.

CONSULTING. COMPLIANCE. EDUCATION. RESOURCES. Contact us today to learn more.

7755 Center Avenue, Suite 1225, Huntington Beach, CA 92647 310.982.2806 For a list of the many different types of exempt organizations we serve, visit us at www.YHadvisors.com

@YHAdvisors

YHAdvisors

Please connect with Brian Yacker and Stacey Bergman

PANEL #4

BRIAN YACKER

Managing Partner YH Advisors

Brian Yacker has almost 25 years of tax, legal and accounting experience for tax-exempt organizations. Yacker has consulted organizations in governance best practices, recommendations regarding effective bylaws, maximizing charity watchdog ratings, preparation of federal and state tax exemption applications, conducting of unrelated business income revenue stream studies, public support test calculations and planning, preparation of reasonable compensation rebuttable presumption binders and reasonable compensation studies, preparing state charitable solicitation registrations and the proper internal and external reporting of special event fundraisers.

Yacker is currently an adjunct professor for the University of California, Irvine, teaching a course on nonprofit accounting in the Master of Professional Accountancy program. Additionally, Yacker serves on the board of directors for California Rural Legal Assistance. Finally, Yacker serves on several committees and panels for the American Institute of Certified Public Accountants.

Yacker earned his bachelor’s degree in finance and marketing from the University of Virginia and his law degree from the Indiana University School of Law in Bloomington, Indiana.

PANEL #4

TRACIE ROBINSON

Senior Policy Analyst Human Services Council of New York

Tracie Robinson is the senior policy analyst at the Human Services Council of New York, where she researches, analyzes and influences policy on behalf of nearly 170 nonprofit human services organizations throughout New York City. She has a diverse professional background that includes legislative advocacy in both the nonprofit and for-profit sectors. Most recently, Robinson served as director of policy and development at EdisonLearning, an education services company that partners with schools to improve outcomes for disadvantaged students. In this role, she drafted legislation, managed lobbyists and made policy recommendations in the areas of education funding, high school dropout prevention and school accountability. Prior to joining EdisonLearning, she worked for several government agencies, a nonprofit organization that promotes government transparency and an international nonprofit organization specializing in education, health and human development. She holds a bachelor’s degree in international relations from Boston University and a law degree from George Washington University in Washington, D.C.

PRESENTER

JENNIFER M. ALLEVA

Partner Your Part-Time Controller LLC

Jennifer Alleva is a certified public accountant and a partner at Your Part-Time Controller LLC. Founded in 1993, the firm provides on-site and customized accounting, financial management, financial consulting, controllership and chief financial officer services to nonprofit organizations. The firm currently serves close to 400 nonprofits and has offices in New York City, Philadelphia, Houston and Washington, D.C. Upon graduation from Boston College Carroll School of Management, Alleva worked for Arthur Andersen LLP for eight years and then became the chief financial officer of several companies before joining Your Part-Time Controller in 2003.

Alleva has developed and taught classes for many nonprofit organizations, and since 2011 has been a faculty member of the Fels Institute of Government at the University of Pennsylvania where she teaches public financial management. Further, she wrote the nonprofit financial management best practices section of the textbook Social Innovation and Impact in Nonprofit Leadership, published in 2014.

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PRESENTER

ELLIE HUME

Senior Manager Your Part-Time Controller LLC

Ellie Hume is a senior manager with Your Part-Time Controller LLC and helped establish its New York City office nearly five years ago. Hume has been working with nonprofit and governmental organizations to build stronger accounting departments for 15 years and enjoys digging in, cleaning things up and finding the most efficient processes to cut down on overhead costs. She takes pride in helping nonprofits achieve their missions through better accounting practices.

Hume began her career in Washington, D.C., with the U.S. Navy where she took an active role helping multiple agencies implement procedures and systems to comply with public audit standards. Prior to joining YPTC, she worked for a few nonprofit organizations in controllership or chief financial officer roles, gaining a full understanding of the many hats nonprofit staff often have to wear. Hume is a certified public accountant and member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

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PRESENTER

RACHEL DEMATTEO

Manager Your Part-Time Controller LLC

Rachel DeMatteo is a manager for Your Part-Time Controller LLC, where she has served as controller for various nonprofits, from community-based to national and international organizations. She loves using her accounting knowledge to help organizations that are making the world a better place.

DeMatteo began her career in public accounting with Maher Duessel, where she managed numerous audits for nonprofit clients, including Young Men’s Christian Association locations and social service agencies, to name a few. Prior to YPTC, she worked for a nonprofit venture capital organization in Pittsburgh, which is helping to spur the growth of a new tech economy.

DeMatteo is a certified public accountant and member of the New York State Society of Certified Public Accountants. She has a bachelor’s degree in accounting from the University of Pittsburgh. When she’s not accounting, Rachel enjoys yoga and even had a brief stint as a yoga instructor.

PANEL #5 MODERATOR

AMY WEST

Chief Financial Officer AHRC New York City

Amy West is currently the chief financial officer of AHRC New York City, which provides critical services to people with intellectual and developmental disabilities and their families. In this role, West oversees the wide array of financial and administrative functions, strategic financial initiatives, real property and special projects that enable AHRC to fulfill its mission. West has direct responsibility for AHRC’s operating budget of $270 million and manages a staff of 75 people.

Prior to joining AHRC, West served for eight years as the director of finance of the Solomon R. Guggenheim Foundation. West was also vice president of finance and budget at the United States Fund for UNICEF and worked as an auditor at Ernst & Young LLP specializing in the health care and nonprofit industries. She began her career as the coordinator of fiscal operations for the New York Public Library.

West has a bachelor’s degree in accounting from Hunter College and is actively involved in the college’s mentoring program.

SAVE THE DATE! Tuesday, June 27 8:00am - 2:00pm Museum of Jewish Heritage 36 Battery Pl, New York, NY 10280

Topics Include: How MWBE Can Help Your Business Creating A Culture of Belonging, Inclusion and Diversity Working with Diverse Communities: Community Engagement & Strategic Relationships What to Know About Doing Business in New York How to Be Part of The Most Significant Projects in New York Featured Speakers:

Richard Beury

Deputy Mayor for Strategic Policy Initiatives NYC M/WBE Director

Wendy Garcia

Chief Diversity Officer Office of NYC Comptroller Scott M. Stringer

Rose E. Rodriguez Chief Diversity Officer Office of Governor Andrew M. Cuomo

Rev Al Sharpton

Activist, Founder, President National Action Network

RSVP at CityAndStateNY.com/Events For more information on programming and sponsorship opportunities, please contact Lissa Blake at lblake@cityandstateny.com

PANEL #5

RONALD BENJAMIN

Client Leader CliftonLarsonAllen LLP

Ronald Benjamin is a client leader in CliftonLarsonAllen’s financial outsourcing services practice. CLA is a professional services firm delivering integrated advisory, outsourcing and public accounting capabilities.

Benjamin has served nonprofit clients for more than 30 years. He is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the National Association of Black Accountants. At the New York State Society of Certified Public Accountants, Benjamin served on several committees and chaired the accounting for nonprofit organizations committee and the exempt organizations committee. He was an officer of the New York State Society of Certified Public Accountants and served on its board of directors, as well as on the nonprofit organizations committee of the American Institute of Certified Public Accountants.

Benjamin is a retired partner at Mitchell & Titus LLP, a professional services firm offering a full range of assurance, advisory and tax services to middle-market clients all the way up to Fortune 1000 companies.

PANEL #5

PAULA PARK

Senior Vice President BankUnited

Paula Park is a senior vice president and responsible for new business development in the nonprofit, higher education and health care sectors of BankUnited’s commercial banking department.

A banking industry veteran with more than 25 years of experience, Park has focused most of her career on managing the banking needs of tax-exempt organizations. Immediately prior to BankUnited, she served as senior vice president of the education and nonprofit banking group for the northeast region at Wells Fargo Bank.

She is based in Manhattan and Park earned her bachelor’s degree from Muhlenberg College in Allentown, Pennsylvania.

PANEL #5

PAUL BENNETT

Director of Finance and Administration Hunger Free America

Paul Bennett is the director of finance and administration for Hunger Free America. He coordinates the administrative, financial and office support work, processing a range of financial reports for federal, state and city offices. Bennett also oversees Hunger Free America’s operating budget and billing for various grants.

Bennett has more than 13 years of experience in the nonprofit sector as a financial officer and consultant, serving more than 200 organizations. Bennett spent seven years at Nonprofit Finance Fund where he served as a senior consultant and director of analytics, among other roles. Prior to the nonprofit sector, Bennett worked as an analyst focusing on mergers and acquisitions in the financial services sector. He has taught as an adjunct professor at New York University, and is an alumni of the Coro Fellows Program. He received a master’s degree in public administration from Baruch College and a bachelor’s degree in economics from Binghamton University.

“What we need is a dedicated Nonprofit team.”

People who know Nonprofits, know BDO. The Nonprofit Practice at BDO In an industry dominated by increasing regulation and fiscal challenges, proactive advisory services are crucial. With a strategic commitment to the nonprofit industry, BDO’s Nonprofit practice professionals provide swift and practical resolution of issues through partner-led client service teams and direct access to industry leaders.

Adam Cole, Managing Partner, Greater New York Healthcare & Nonprofit Practices, 212-885-8327 / acole@bdo.com Lee Klumpp, Technical Director, National Nonprofit Practice, 703-336-1497 / lklumpp@bdo.com Accountants and Consultants nonprofitblog.bdo.com

www.bdo.com/nonprofit @bdononprofit

© 2017 BDO USA, LLP. All rights reserved.

www.bdo.com/nonprofit-resource-center

PANEL #5

SHIBANI GAMBHIR

Director of Operations and Finance Impacct Brooklyn

Shibani Gambhir has spent 20 years in senior positions at nonprofit organizations whose missions are dedicated to assisting individuals from underserved communities with their emotional, physical and health needs. Some of Gambhir’s previous experiences have included working as the senior administrative director at Safe Horizon, the country’s leading victim assistance organization, and for seven years as director of operations at the New York City Chapter of The Leukemia and Lymphoma Society, which is dedicated to help blood cancer patients live better, longer lives. At LLS, she partnered with the executive director to increase gross revenue from $8.6 million to $17 million, and implemented organizational changes to support an office that grew from 19 to 60 staff members.

She is currently the director of operations and finance at Impacct Brooklyn whose mission is to strengthen communities through housing, economic opportunity and advocacy.

Gambhir holds a masters degree in public administration from Pace University and a bachelor’s degree in business economics from SUNY Oneonta.

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Reduce Unemployment & HR Liability with UST The average unemployment claim in the U.S.& costs employers $5,430. UST helps UST nonprofits take advantage Reduce Unemployment HR Liability with of the 501(c)(3) unemployment tax alternative—helping nonprofits pay only $2,943 per claim on average.

And when you join, you receive immediate access to industry-leading resources at no extra cost, including: The average unemployment claim in the U.S. costs employers $5,430. UST helps nonprofits take advantage of the unemployment taxonline alternative—helping nonprofits • 501(c)(3) Live HR Hotline and 200+ employee training coursespay only $2,943 per claim on average.

And•when you join, you receive immediateclaims accessrepresentative to industry-leading resources at no extra cost, including: Expert advice from state-specific • • • •

Award-winning Outplacement and Career Transition services Live HR Hotline and 200+ online employee training courses Expert advice from state-specific claims representative Award-winning Outplacement and Career Transition services

Put more money back into your mission-driven initiatives and find out if your Nonprofit qualifies by submitting a FREE Unemployment Cost Analysis today at Put more money back into your mission-driven initiatives and find out if your www.ChooseUST.org/NYNOPCON2017

PANEL #6 MODERATOR

GEORGE E. GRACE

Managing Partner Mohr Partners Inc.

With more than 30 years of experience in real estate consulting and brokerage, George E. Grace heads the New York office of Mohr Partners Inc., the largest corporate, tenant-only real estate advisory firm in the U.S. Grace is on the board of directors for the Business Initiative Corporation of New York and a board member at Mercy Center.

Prior to joining Mohr, Grace founded G.E. Grace & Co., which he led for 17 years. He has worked extensively with nearly a dozen nonprofit and governmental organizations in and around New York City. Grace is a graduate of Fordham Law School, and holds an master’s degree in business administration from the University of Chicago.

PANEL #6

LEE KLUMPP

Assurance Director BDO

Lee Klumpp has more than 20 years of accounting experience and specializes in nonprofit organizations. As a major contributor to BDO’s Institute for Nonprofit Excellence, he monitors current accounting, auditing, governance and financial issues affecting nonprofit organizations. Klumpp also consults with BDO’s clients, engagement teams and others around the country on various topics related to the Single Audit Act and the Office of Management and Budget’s Uniformed Administrative Guidance.

He recently completed a fellowship with the Financial Accounting Standards Board where he acted as a project manager focusing on emerging practice issues affecting the nonprofit industry.

Klumpp spends an extensive amount of time researching, writing and disseminating information related to recent accounting and auditing pronouncements promulgated by the FASB, the Governmental Accounting Standards Board, the Office of Management and Budget, the Government Accountability Office, the Auditing Standards Board and other organizations that provide guidance to the nonprofit industry. Klumpp is an accomplished speaker and has presented on various nonprofit accounting issues.

Not-for-profits today face more scrutiny, financial challenges, compliance requirements and demands for outcomes than ever before. They need a partner who not only understands the not-for-profit landscape but also offers actionable advice for nonprofit leaders to fulfill their vision and fiduciary responsibilities.

At Sax, we let you focus on your mission while our advisors address the operational and financial obstacles that stand in the way of achieving it. We provide accounting, tax and consulting solutions tailored to the needs of not-for-profit organizations.

Learn more about our Not-for-Profit Industry services and expertise at www.saxllp.com

PANEL #6

LISA M. BRAUNER

Partner, Employment Law Practice Perlman + Perlman LLP

Lisa Brauner’s practice concentrates in the area of employment law, specifically advising and representing employers in workplace law-related matters. Brauner counsels and advises employers in many aspects of the employment relationship, including wage compliance and worker misclassification issues, avoidance of litigation, preventing unlawful discrimination or sexual harassment lawsuits, lawful hiring and terminations, disability, pregnancy and religious accommodation issues and compliance with federal, state and local laws. Brauner has successfully litigated cases from inception to trial in both federal and state courts.

She also assists employers in developing and implementing systems and procedures to ensure compliance with employment laws. She has extensive experience preparing employee handbooks and policies, employment agreements, severance agreements, confidentiality agreements as well as non-compete and non-solicitation agreements. She is a frequent presenter on workplace lawrelated matters and is a prolific author of employment law-related articles.

PANEL #6

JENNIFER L. GOLDSTONE

Founder and CEO Xukuma LLC

Jennifer Goldstone is the governance chairwoman at the Support Center for Nonprofit Management. For more than 30 years, the Support Center has worked in collaboration with nonprofit and philanthropic clients to increase organizational effectiveness and efficiency, enabling them to improve the quality of life in our communities. In her day job, Goldstone is the founder and CEO of Xukuma LLC. Prior to launching Xukuma, Goldstone consulted for the Paul E. Singer Foundation, served as the chief operating officer at the Birthright Israel Foundation and was the co-executive partner of SeaChange Capital Partners. A former journalist, Goldstone was a producer at ABC News from 1995 to 2003.

Program Evaluation Cultural Humility Interim Leadership Grant Writ ng Staf Training Data-driven Management Organizational Restructuring Performance-driven Reporting

We’re not consultants...We’re Partners We specialize in what nonprofits need most effective and sustainable capacity building, staff training, and management support at rates you can afford Strategic Planning Leadership Training Teambuilding Program Design Program Evaluation Interim Leadership Staff Training Organizational Restructuring

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Contact us: mfox@partnersfornonprofit.com

PANEL #6

JEN WOHL

Chief Operating Officer Youth Communication

Jen Wohl has more than 20 years of nonprofit expertise and leadership in system-level work, strategic development and advocacy, all of which has focused exclusively on creating access and opportunity for the most vulnerable children. She is the chief operating officer at Youth Communication. Previously, she served as the director of policy and quality initiatives at CUNY’s Early Childhood Professional Development Institute. She was also the executive director of the Adams Street Foundation, which serves lowincome, at-risk high school students, and was the director of the children, youth and families division at the Insight Center for Community Economic Development. She also has extensive foster care experience as a supervising attorney at the New York City Administration for Children’s Services and as the director of quality improvement at the Children’s Aid Society’s foster care and adoption unit. Wohl received a bachelor’s degree in English from Clark University and a law degree from St. John’s University.

PANEL #7 MODERATOR

NEIL J. POLLACK

Retired CEO Anderson Center for Autism

Neil J. Pollack is a retired CEO for the Anderson Center for Autism, where he worked from 2001 to 2016. He is a turnaround leader who revitalized the agency that now employs 800 staff, has a $62 million budget and supports individuals with high-need autism spectrum disorders. This work includes many firsts in the industry, especially the “Learn and Earn” employment model. He holds a bachelor’s degree from SUNY Plattsburgh and a master’s degree in human services administration from Antioch University.

A major career focus has been professionalizing direct services. He was a founder of New York State Association of Community and Residential Agencies. Pollack serves on several trade association boards and committees and is active throughout his community. He and wife Andrea are active in winter and summer sports, motor home enthusiasts and grandparents.

PANEL #7

RAMIK J. WILLIAMS

Executive Director Directions for Our Youth

Ramik J. Williams is a native New Yorker, public administrator and recently served as the campus coordinator for the Borough of Manhattan Community College. He earned a bachelor’s degree in history and political science at SUNY Fredonia and completed his graduate work in public administration at the Metropolitan College of New York.

Williams is the CEO and executive director of Directions for Our Youth, a 26-year-old community-based, youth development organization that serves 1,700 youth annually across 10 sites with a team of 140 staff members. He joined the organization in August 2016.

Before entering higher education and the philanthropic and policy arenas, Williams was immersed in youth development where he served as a program director at Union Settlement Association, Southeast Bronx Neighborhood Centers and the Lincoln Square Neighborhood Center. Williams also served as the Manhattan Borough President appointee to the District 5 Community Education Council. From 2013 to 2015, Williams co-chaired the education policy committee at the New York Urban League.

PANEL #7

WILLIAM HOCHMAN

CEO The Joel Paul Group

William Hochman brings nearly 30 years of leadership experience as CEO and owner of The Joel Paul Group. His expertise is in general management, marketing and consultative sales. He brings a unique combination of management know-how gained from serving in senior capacities with leading international brands and prominent nonprofit groups. Hochman has extensive industry experience in the financial services sector. For more than 25 years, he served as vice president of sales and marketing for Standard & Poor’s. In addition to his professional accomplishments, Hochman has served on several nonprofit boards of directors. He and his wife Gail have three children and 13 grandchildren.

An advocacy campaign including CITY & STATE FIRST READ provides a targeted way to reach decision makers in NEW YORK GOVERNMENT AND POLITICS. CAMPAIGNS INCLUDE:

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Mix and mingle with top nonprofit leaders and government officials at NYN Events, while ge9ng :ps from the pros at workshops on everything from marke:ng to governance.

Sign up for NYN First Read daily e-­‐newsleBer and stay tuned to www.nynmedia.com, and never miss out on upcoming NYN events and the latest news in the nonprofit world!

PANEL #7

KAREN SCHULER

Managing Director of Search, Transition and Planning Services Raffa Karen Schuler is the managing director of search, transition and planning services at Raffa, a woman-owned professional services firm based in Washington, D.C. serving nonprofits and socially responsible businesses. Raffa supports nearly 1,000 organizations through a wide range of consulting and managed services. With more than 30 years of experience, Schuler brings the strongest elements of effective business modeling to organizational development and integrates leadership transition and strategy to build and sustain mission impact. The practice thrives to do more for organizations serving a wide range of mission areas. Leveraging the full resources of the firm to support client engagements, Schuler advances best practices in leadership transition and organization planning, helping organizations capture the power of change and thrive through transitions. She has an master’s degree in business administration from the University of Maryland and also has a degree from Duke University.

PANEL #7

ROBERT E. MAHER

CEO St. Christopher’s

Robert E. Maher is the CEO at St. Christopher’s and the former superintendent of the Greenburgh-North Castle Union Free School District in Dobbs Ferry. Prior to his assuming the leadership role at the school district, Maher was the principal of Briarcliff High School for 10 years and was the principal of Cornwall Central High School. Maher also served in the Lakeland Central School District as a teacher, night high school program director, dean of students and assistant principal of the high school.

Maher has published extensively in the areas of leadership, curriculum design, bullying and victimization as well as school management and discipline. He has spoken at numerous local, state and national conferences and seminars, and since 1988, Maher has been a frequent guest on several national networks, including CNN, Fox News, MSNBC and CNBC, to talk about education topics.

PANEL #7

ELIZABETH PERLAK

Director of Legal Services Trinet Ambrose

Elizabeth Perlak joined TriNet Ambrose in 2006 as counsel. As part of the client services team Perlak advises TriNet Ambrose’s clients on human resources best practices, particularly hiring, terminations, employee relations issues and leave issues. Perlak graduated from Washington University School of Law in 2006 and is a 2002 graduate of Georgetown University. Perlak is admitted to practice law in New York.

PANEL #8 MODERATOR

AMY CLATWORTHY DAIGLE

Director of Operations Common Impact

As the director of operations, Amy Clatworthy Daigle’s role at Common Impact includes working with our corporate partners as well as evolving our operational systems for innovation and growth. Clatworthy Daigle began her career at Fidelity Investments.

Through her volunteer work, sponsored by Fidelity, she transitioned to the nonprofit sector. She knows firsthand how corporate engagement programs can impact our communities. She has more than 15 years of nonprofit experience working at local, national and international nonprofits. Previously, she was the director of special projects at the National Center on Family Homelessness.

Most recently, she served as the director of operations and systems infrastructure at Facing History and Ourselves, an international educational and professional development nonprofit.

Clatworthy Daigle has a bachelor’s degree in communications from the College of Wooster and a master’s degree nonprofit management from Case Western Reserve University.

With Marks Paneth as your trusted accountant and With Marks aswhat youryou trusted accountant and advisor, you Paneth focus on do best...

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Our industry expertise - covering all costleaders of care;ofand risk.

The ourcybersecurity Healthcare Practice aspects of healthcare financial reporting, Our industry expertise -and covering bring more than 25 years’ experience valuation, reimbursement financeallThe leaders of our Practice of healthcare financial reporting, providing audit, taxHealthcare and consulting is aspects a powerful asset to help you address bring more than 25 years’ experience valuation, reimbursement and finance services to many leading healthcare the challenges you face. providing audit, tax and consulting is a powerful asset to help you address We help to you focus on what you do best – services many leading healthcare the challenges you face. ultimately, providing care to those who need it most.

We help you focus on what you do best – Jacob Beniawski, CPA care to those Joseph Frohlinger Monica Kaden, MBA, ASA ultimately, providing who need it most.

Partner 212.201.3270 Jacob Beniawski, CPA jbeniawski@markspaneth.com Partner

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Principal 212.503.8988 Joseph Frohlinger jfrohlinger@markspaneth.com Principal 212.503.8988 jfrohlinger@markspaneth.com

Director 973.630.5035 Monica Kaden, MBA, ASA mkaden@markspaneth.com Director 973.630.5035 mkaden@markspaneth.com

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PANEL #8

SARA GILLEN

Founding Partner Partners for Nonprofits

Sara Gillen has a 20-year career in nonprofit senior leadership and executive positions developing and achieving strategic objectives, building innovative programs and strengthening organizational infrastructure in the areas of data-driven decision-making and reporting, staff development and programmatic financial management. Highlights from her tenure at some of New York City’s foremost service organizations and health centers include: increasing divisional budgets year over year; improving operations through standardized processes and systems development; integrating a merged organization; using financial, operational and quality data for evaluation of operations and personnel; and forecasting and modeling for effective decision-making. Gillen holds a master’s degree in business administration from Yale University’s School of Management and a master’s degree in public health from Hunter College.

PANEL #8

DAVID M. ROTTKAMP

Not-for-Profit Practice Leader and Partner-In-Charge of NYC Office Grassi & Co. David M. Rottkamp is the not-for-profit practice leader and the partner-in-charge of New York City office at Grassi & Co. Rottkamp has 29 years of experience providing audit and advisory services to the nonprofit and health care industries and focuses on organizations serving individuals with special needs, religious organizations, educational institutions, membership associations, social services providers, health care providers, foundations and the arts and culture world. Rottkamp’s technical knowledge allows him to provide specific services, including on OMB A-133 and Uniform Guidance compliance audits and retirement plan audits.

Rottkamp is on the board of directors of the National Multiple Sclerosis Society’s Long Island Chapter and is chairman of its audit committee. Rottkamp is chairman of the board of directors of the New York Council of Nonprofits and is also a member of the American Institute of Certified Public Accountants. Rottkamp earned a bachelor’s degree in accounting from Pace University.

PANEL #8

JOSHUA LAMBERG

Founder and CEO Lamb Financial Group

Joshua Lamberg is founder and CEO of Lamb Financial Group, the nation’s largest insurance broker dedicated exclusively to social services organizations. Prior to starting his successful career in the insurance industry, Lamberg was a professional baseball player with the Cincinnati Reds organization. The values and ethics that created his success as a professional athlete are the foundation of the character embraced by every Lamb employee. Attitude, effort and preparation are core elements of his company’s success. Grit, relentless drive and continuous improvement are Lamb’s best practices.

Prior to founding Lamb Financial Group, Lamberg advanced through leadership positions with Philadelphia Insurance Companies and Liberty Mutual. He was captain of University of Richmond’s baseball team and graduated with a degree in rhetoric and communication.

Lamberg currently resides in Westchester County with his wife and three children.

PANEL #8

CORINNE HAMMONS

CEO Little Flower Children and Family Services of New York

Corinne Hammons is the CEO of Little Flower Children and Family Services of New York. She is responsible for the overall administration, financial viability and effectiveness of Little Flower’s services for children, families, youth and developmentally disabled adults in New York City and Long Island. As the CEO, she is committed to the development of the organization’s management team and all Little Flower employees to ensure that the organization provides high-quality and responsive services.

Hammons is committed to executing the strategic design and implementation of effective programs to help those who are most vulnerable. Hammons holds a bachelor’s degree economics from Harvard University and a master’s degree in public administration from the Wagner Graduate School of Public Service at New York University. She is an active member of the Energeia Partnership at Molloy College and was among the 2014 class of Long Island Business News’ 40 Under 40 list.

PANEL #8

JAMES SHEEHAN

Chief, Charities Bureau State Attorney General’s Office

James Sheehan was appointed to lead the charities bureau by state Attorney General Eric Schneiderman in January 2014. The charities bureau is responsible for enforcement activities, trust regulation, oversight and public outreach for the more than 90,000 New York nonprofits whose employees make up the largest nonprofit sector in the country.

Previously, Sheehan served as New York City’s first chief integrity officer in the Human Resources Administration, the nation’s largest social services agency, responsible for both internal and external program integrity, audit and compliance. He served as the state’s first Medicaid Inspector General from 2007-2011 and pioneered the nation’s first mandatory compliance programs. He was previously associate U.S. attorney for civil programs in the U.S. Department of Justice.

Sheehan received his bachelor’s degree from Swarthmore College and his law degree from Harvard Law School.

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