2024 Nonprofit OpCon - Home

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2024 Nonprofit OpCon

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The 10th annual Nonprofit OpCon focuses on streamlining processes and operations for nonprofits in New York. How do we make things easier and more pleasant for executive leadership, operations, IT, risk, finance, HR and more? There are new industry standards to consider, and new guidelines around applying for public funds to learn. Bring your organization into the 21st century and abandon old practices that are depleting your valuable resources! It’s a new day in the nonprofit industry; join us as we explore these insights and strategies.

 

Attend

Details

Date
June 06, 2024
Time
8:30 AM - 5:00 PM
Location

Hebrew Union College - Jewish Institute of Religion

1 West 4th Street

New York, NY 10012

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Agenda

Times are subject to change.

8:30 AM EDT Thursday, June 06

Registration & Networking Breakfast

Registration & Networking Breakfast

45 minutes
9:15 AM EDT Thursday, June 06

Welcome & Opening Remarks

Welcome & Opening Remarks

10 minutes
Phenix Kim
Phenix Kim
Reporter
NYN Media
Phenix Kim
Phenix Kim
Reporter
NYN Media
Read More
9:25 AM EDT Thursday, June 06

Panel 1

Streamlining Processes, Operations, Finances & Investments through Strategy

45 minutes

Nonprofit organizations play a pivotal role in addressing society's most pressing issues and in order to make a meaningful impact, nonprofits must operate efficiently and effectively. Workflow automation for non-profit organizations helps streamline business operations to focus on the cause for establishing the organizations. This panel will explain how efficient operations and processes can enhance your nonprofit’s administrative efficiency, streamline monetary functions, transform HR through increasing efficiencies and create operational stability so you can focus more of your energy on your mission

Salima Etoka (Moderator)
Salima Etoka (Moderator)
Chief of Staff
Center for NYC Neighborhoods
Jenny Way
Jenny Way
Senior Associate Director, Compliance
Mayor’s Office of Contract Services
Hannan Chaudhary
Hannan Chaudhary
Chief Financial Officer
New York Junior Tennis League
Beth Larsen
Beth Larsen
Vice President of Client Experience
JMT Consulting
Patrick Yurgosky
Patrick Yurgosky
President
Yurgosky Consulting
Rachel DeMatteo
Rachel DeMatteo
Director
YPTC

Nonprofit organizations play a pivotal role in addressing society's most pressing issues and in order to make a meaningful impact, nonprofits must operate efficiently and effectively. Workflow automation for non-profit organizations helps streamline business operations to focus on the cause for establishing the organizations. This panel will explain how efficient operations and processes can enhance your nonprofit’s administrative efficiency, streamline monetary functions, transform HR through increasing efficiencies and create operational stability so you can focus more of your energy on your mission

Salima Etoka (Moderator)
Salima Etoka (Moderator)
Chief of Staff
Center for NYC Neighborhoods
Jenny Way
Jenny Way
Senior Associate Director, Compliance
Mayor’s Office of Contract Services
Hannan Chaudhary
Hannan Chaudhary
Chief Financial Officer
New York Junior Tennis League
Beth Larsen
Beth Larsen
Vice President of Client Experience
JMT Consulting
Patrick Yurgosky
Patrick Yurgosky
President
Yurgosky Consulting
Rachel DeMatteo
Rachel DeMatteo
Director
YPTC
Read More
10:10 AM EDT Thursday, June 06

Panel 2

Future of Work Navigating Real Estate as a Nonprofit

45 minutes

When nonprofits shifted to remote work in 2020, most did so reactively. Suddenly, they had to fit old processes into new workflows and make adjustments as needed. For many, the upside was that teams became very intentional about how they made decisions and the tools they used. The panel will address topics such as understanding rental leases, exploring the hybrid work model, maximizing space in terms of efficiency and finances, alleviating cost increased from the landlords as well as creating safe, resilient, and inclusive workspaces. What does the future of work look like and how does that impact your space

Yolanda Robano-Gross (Moderator)
Yolanda Robano-Gross (Moderator)
Chief Executive Officer
Options for Community Living, Inc.
Edward Fabian
Edward Fabian
Chief Administrative Officer
Graham Windham
Jodi Warren
Jodi Warren
Partner
Capell Barnett Matalon & Schoenfeld LLP
Christopher D. Turner
Christopher D. Turner
Managing Director of Transaction Services
Denham Wolf Real Estate Services
Stephen Powers
Stephen Powers
Co-Founder
OPEN Impact Real Estate

When nonprofits shifted to remote work in 2020, most did so reactively. Suddenly, they had to fit old processes into new workflows and make adjustments as needed. For many, the upside was that teams became very intentional about how they made decisions and the tools they used. The panel will address topics such as understanding rental leases, exploring the hybrid work model, maximizing space in terms of efficiency and finances, alleviating cost increased from the landlords as well as creating safe, resilient, and inclusive workspaces. What does the future of work look like and how does that impact your space

Yolanda Robano-Gross (Moderator)
Yolanda Robano-Gross (Moderator)
Chief Executive Officer
Options for Community Living, Inc.
Edward Fabian
Edward Fabian
Chief Administrative Officer
Graham Windham
Jodi Warren
Jodi Warren
Partner
Capell Barnett Matalon & Schoenfeld LLP
Christopher D. Turner
Christopher D. Turner
Managing Director of Transaction Services
Denham Wolf Real Estate Services
Stephen Powers
Stephen Powers
Co-Founder
OPEN Impact Real Estate
Read More
10:55 AM EDT Thursday, June 06

11:10 AM EDT Thursday, June 06

 

 

Panel 3

The Importance of Leadership in Nonprofit Organizations

45 minutes

Besides managing an organization, nonprofit leaders also manage their employees and volunteers or members. Organizational skills such as goal-setting, time management and delegation allow them to prioritize and organize their tasks, allowing them to use their time more effectively. They are responsible for strategic planning, financial oversight, fundraising, and hiring other leadership roles in executive leadership.  What are some of the most important qualities to look for in your nonprofits leadership?

Ebony Young (Moderator)
Ebony Young (Moderator)
Deputy Borough President
Queens
Sharon Greenberger
Sharon Greenberger
President and CEO
YMCA of Greater New York
Stephanie Royal
Stephanie Royal
Chief People & Culture Officer
Robin Hood
Lisa Byala
Lisa Byala
Founder & Prinicpal
ByalaSearch, LLC

Besides managing an organization, nonprofit leaders also manage their employees and volunteers or members. Organizational skills such as goal-setting, time management and delegation allow them to prioritize and organize their tasks, allowing them to use their time more effectively. They are responsible for strategic planning, financial oversight, fundraising, and hiring other leadership roles in executive leadership.  What are some of the most important qualities to look for in your nonprofits leadership?

Ebony Young (Moderator)
Ebony Young (Moderator)
Deputy Borough President
Queens
Sharon Greenberger
Sharon Greenberger
President and CEO
YMCA of Greater New York
Stephanie Royal
Stephanie Royal
Chief People & Culture Officer
Robin Hood
Lisa Byala
Lisa Byala
Founder & Prinicpal
ByalaSearch, LLC
Read More
11:55 AM EDT Thursday, June 06

Panel 4

What Nonprofits Need to Know About Nonprofit Accounting and Finance

45 minutes

Maintaining the financial health and security of your nonprofit is a challenge before you factor in the specific aspects of your organization. Keeping up with regulatory changes, managing all sources of funding, tracking organizational costs, and more is demanding, whether nonprofits are handling the single audit or multiple city/state/federal mandates. Our panelists will highlight strategies and resources to help you increase your financial fluency and create systems for efficient financial management

Amy West (Moderator)
Amy West (Moderator)
Executive Vice President and Chief Financial Officer
AHRC New York City
Rinku Bhattacharya
Rinku Bhattacharya
Chief Financial Officer
Lutheran Social Services of New York
Hunter Massey
Hunter Massey
Director of Finance and Operations
All Star Code
Mark Dungan
Mark Dungan
VP of Employee Benefits
USI Insurance Services
Ken Hafner
Ken Hafner
Head of Accounting Services
Kiwi Partners
Naima Chisolm
Naima Chisolm
Portfolio Manager
BTQ Financial

Maintaining the financial health and security of your nonprofit is a challenge before you factor in the specific aspects of your organization. Keeping up with regulatory changes, managing all sources of funding, tracking organizational costs, and more is demanding, whether nonprofits are handling the single audit or multiple city/state/federal mandates. Our panelists will highlight strategies and resources to help you increase your financial fluency and create systems for efficient financial management

Amy West (Moderator)
Amy West (Moderator)
Executive Vice President and Chief Financial Officer
AHRC New York City
Rinku Bhattacharya
Rinku Bhattacharya
Chief Financial Officer
Lutheran Social Services of New York
Hunter Massey
Hunter Massey
Director of Finance and Operations
All Star Code
Mark Dungan
Mark Dungan
VP of Employee Benefits
USI Insurance Services
Ken Hafner
Ken Hafner
Head of Accounting Services
Kiwi Partners
Naima Chisolm
Naima Chisolm
Portfolio Manager
BTQ Financial
Read More
12:40 PM EDT Thursday, June 06

1:35 PM EDT Thursday, June 06

Panel 5

Hiring the Best Staff in the New Marketplace

45 minutes

Hiring is always a challenge, but nonprofit organizations face additional hurdles when searching for great employees. How can you find people with the right skills and a commitment to your organization’s mission? It is important to create policies and procedures, so everyone is treated fairly and to create a work environment where everyone can thrive.  How can a nonprofit recruit talent with and without an executive recruiter? What are the benefits or each option? Your employees are an investment of your time and resources. You should plan to devote time and resources to finding the right ones.

Shibani Gambhir (Moderator)
Shibani Gambhir (Moderator)
Chief Operating Officer
Foundation for Opioid Response Efforts
Tiernan Walsh
Tiernan Walsh
Senior Director, Talent Solutions
Per Scholas
Robert Cordero
Robert Cordero
CEO
Grand St. Settlement
Carrie Mauer
Carrie Mauer
Practice Lead, People + Strategy
Carey & Co.

Hiring is always a challenge, but nonprofit organizations face additional hurdles when searching for great employees. How can you find people with the right skills and a commitment to your organization’s mission? It is important to create policies and procedures, so everyone is treated fairly and to create a work environment where everyone can thrive.  How can a nonprofit recruit talent with and without an executive recruiter? What are the benefits or each option? Your employees are an investment of your time and resources. You should plan to devote time and resources to finding the right ones.

Shibani Gambhir (Moderator)
Shibani Gambhir (Moderator)
Chief Operating Officer
Foundation for Opioid Response Efforts
Tiernan Walsh
Tiernan Walsh
Senior Director, Talent Solutions
Per Scholas
Robert Cordero
Robert Cordero
CEO
Grand St. Settlement
Carrie Mauer
Carrie Mauer
Practice Lead, People + Strategy
Carey & Co.
Read More
2:20 PM EDT Thursday, June 06

Panel 6

The Roles and Responsibilities of Board Members

45 minutes

One of the major challenges that so many boards struggle with is understanding board member roles and responsibilities and how to fulfill them. Being a board member is more than a résumé builder as they need to be committed to following through on promises and assisting the organization to the best of their abilities. They also need to fully support the work, represent the organization’s mission, and be dedicated spokespersons for the cause. The board should do all they can to reach organizational goals, but members still have a responsibility to follow the organization’s rules.

Bob Marrone (Moderator)
Bob Marrone (Moderator)
Board Member
Choice of New York
Karin Kunstler Goldman
Karin Kunstler Goldman
Deputy Bureau Chief
NY Attorney General’s Charities Bureau
Yolanda Kanes
Yolanda Kanes
Chair, Trusts and Estates Practice
Tannenbaum Helpern Syracuse & Hirschtritt LLP

One of the major challenges that so many boards struggle with is understanding board member roles and responsibilities and how to fulfill them. Being a board member is more than a résumé builder as they need to be committed to following through on promises and assisting the organization to the best of their abilities. They also need to fully support the work, represent the organization’s mission, and be dedicated spokespersons for the cause. The board should do all they can to reach organizational goals, but members still have a responsibility to follow the organization’s rules.

Bob Marrone (Moderator)
Bob Marrone (Moderator)
Board Member
Choice of New York
Karin Kunstler Goldman
Karin Kunstler Goldman
Deputy Bureau Chief
NY Attorney General’s Charities Bureau
Yolanda Kanes
Yolanda Kanes
Chair, Trusts and Estates Practice
Tannenbaum Helpern Syracuse & Hirschtritt LLP
Read More
3:05 PM EDT Thursday, June 06

3:20 PM EDT Thursday, June 06

Panel 7

Innovation & Technology to Take Your Operations and Fundraising to the Next Level

45 minutes

As individuals and as organizations, we are constantly adapting to the evolving tech landscape. With limited time and resources, nonprofits need to find affordable, efficient & sustainable ways to move their mission forward. This panel will  explore innovative ways to address the unique challenges facing nonprofits and learn the best practices for success, the latest industry trends, and essential tools to advance your organization.

Charlie Pane (Moderator)
Charlie Pane (Moderator)
Outreach and Engagement Manager
Cornell Cooperative Extension
Daria Seriakova
Daria Seriakova
Director of Technology
Common Impact
Deshard Stevens
Deshard Stevens
Senior Director of Information Technology
Legal Defense Fund
Justin Wheeler
Justin Wheeler
CEO & Co-founder
Funraise

As individuals and as organizations, we are constantly adapting to the evolving tech landscape. With limited time and resources, nonprofits need to find affordable, efficient & sustainable ways to move their mission forward. This panel will  explore innovative ways to address the unique challenges facing nonprofits and learn the best practices for success, the latest industry trends, and essential tools to advance your organization.

Charlie Pane (Moderator)
Charlie Pane (Moderator)
Outreach and Engagement Manager
Cornell Cooperative Extension
Daria Seriakova
Daria Seriakova
Director of Technology
Common Impact
Deshard Stevens
Deshard Stevens
Senior Director of Information Technology
Legal Defense Fund
Justin Wheeler
Justin Wheeler
CEO & Co-founder
Funraise
Read More
4:05 PM EDT Thursday, June 06

Panel 8

Nonprofit Efficiency: Managing Risk, Overhead and Failure

45 minutes

Risk management helps nonprofits deal with uncertainty. Leaders of nonprofits must identify and manage risks that threaten their missions and operations, while empowering them to use opportunities like the implementation of mandatory electronic filing, and take bold, mission-advancing risks. They must be looking at their overhead expenses as that can be a consideration for donor contribution. It’s also important to consider the importance of customer and vendor relationships and how to balance cost with these important, long-standing relationships. Overall, the goal to run an efficient nonprofit can be faced with many challenges.

Jeremy Christopher Kohomban (Moderator)
Jeremy Christopher Kohomban (Moderator)
President and Chief Executive Officer
The Children's Village
Vesna Selmanovic
Vesna Selmanovic
Chief Planning and Performance Officer
Covenant House New York
Lew Zuchma
Lew Zuchma
Executive Director
SCAN-Harbor, Inc.
Kim Snyder
Kim Snyder
VP of Data Strategy
Roundtable Technology

Risk management helps nonprofits deal with uncertainty. Leaders of nonprofits must identify and manage risks that threaten their missions and operations, while empowering them to use opportunities like the implementation of mandatory electronic filing, and take bold, mission-advancing risks. They must be looking at their overhead expenses as that can be a consideration for donor contribution. It’s also important to consider the importance of customer and vendor relationships and how to balance cost with these important, long-standing relationships. Overall, the goal to run an efficient nonprofit can be faced with many challenges.

Jeremy Christopher Kohomban (Moderator)
Jeremy Christopher Kohomban (Moderator)
President and Chief Executive Officer
The Children's Village
Vesna Selmanovic
Vesna Selmanovic
Chief Planning and Performance Officer
Covenant House New York
Lew Zuchma
Lew Zuchma
Executive Director
SCAN-Harbor, Inc.
Kim Snyder
Kim Snyder
VP of Data Strategy
Roundtable Technology
Read More
4:50 PM EDT Thursday, June 06

Sessions Conclude

Sessions Conclude

Underwriters