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Thursday, October 10
 

7:30am

Breakfast & Registration
Thursday October 10, 2019 7:30am - 8:30am
Parlor Alcove

8:30am

Welcome & Keynote Session Introduction
Speakers
KM

Kelly Mathews

COO & Sr. V.P. Financial Management, NYCON


Thursday October 10, 2019 8:30am - 8:40am
Parlor

8:40am

Crowdfunding for Social Good
You will learn what makes for a good crowdfunding campaign, how good crowdfunding skills improve virtually all fundraising activities and how to find a matching donor for your campaign.

Speakers
DT

Devin Thorpe

Author, Speaker, Educator, GoodCrowd School


Thursday October 10, 2019 8:40am - 9:40am
Parlor

9:40am

Introduction of General Session Speaker
Speakers
KM

Kelly Mathews

COO & Sr. V.P. Financial Management, NYCON


Thursday October 10, 2019 9:40am - 9:45am
Parlor

9:45am

The Future of Social Impact Storytelling: What Will Change, What Won't and Why it Matters
Everywhere we turn within the social impact sector, there's talk about the power of storytelling. And for good reason. Effective stories create action--they can spur donations, mobilize supporters, build movements and more. Stories bring the mission of our organization to life. Professor John Trybus will share findings from research as well as examples from his own fascinating life's work as a story scientist navigating our sector to showcase what the future of social impact storytelling will look like and what that means for your organization no matter your role. The results and ideas for action will surprise and inspire you.

Speakers
JT

John Trybus

Storytelling Scientist, Georgetown University


Thursday October 10, 2019 9:45am - 10:35am
Parlor

10:35am

Break and Exhibitor Visits
Meet and mingle with a wide array of Exhibitors at Camp Finance 2019 in our new location, the stunning Lake Lounge! Our Sponsors & Exhibitors are showcasing products and services that can help you save money, protect your nonprofit or help you do what you do even better! This is your first chance to "travel" with your Exhibitor Passport. Be sure to visit with each table for a chance to win a raffle!

Thursday October 10, 2019 10:35am - 11:15am
Parlor Alcove and Lake Lounge

11:15am

Board and Auditor Relationship Under the Nonprofit Revitalization Act
Speakers
AM

Allan M. Blum

Partner, New York Audit & Accounting Director, BKD CPAs & Advisors LLP
AS

Anna Shaferova, CPA

BKD CPAs & Advisors LLP


Thursday October 10, 2019 11:15am - 12:15pm
Rose

11:15am

What Nonprofit Executives and Board Members Need to Know About Nonprofit Accounting (Part 1)
Accounting and financial reporting by nonprofit entities differs from that for commercial entities. In this session, always a popular one at Camp Finance, you will learn, from a nationally known speaker, all about these differences, including accounting for contributions, donor restrictions, in-kind donations, endowment funds, functional expense reporting, and many other topics. This two-part session provides an excellent overview for those new to the nonprofit sector and executive and board members who need “the basics” or Campers who want a refresher.


Thursday October 10, 2019 11:15am - 12:15pm
Parlor

11:15am

Volunteer Engagement to Volunteer Success
Volunteer management takes an investment of time and energy, and requires systems and process to ensure volunteers are well supervised and engaged strategically. This session will provide a high level overview of key components for running a successful volunteer program including recruitment, onboarding, engagement, tracking and recognition.

Speakers
DN

Dabash Nagash

Chief of Staff, NYC Service, NYC Mayor's Office


Thursday October 10, 2019 11:15am - 12:15pm
Sunset Lounge

11:15am

Board Governance Overview with Special Emphasis on Audit Oversight Obligations
This program is designed for those who currently serve, or are interested in serving, as a director on a nonprofit board. It would also be helpful to nonprofit staff in obtaining resources to educate directors serving on their Boards.  This program will provide a general overview of the nuts and bolts of nonprofit board governance, including the New York State and Federal law framework and terminology for nonprofits. It will also offer an overview of certain practical considerations for and duties of directors serving on nonprofit boards, including those required under the New York Nonprofit Revitalization Act, with a special emphasis on conflicts of interest (including related party transactions), audit oversight obligations and whistleblower obligations under the Act, as well as certain IRS governance initiatives and reporting requirements.  

Speakers
PC

Patricia C. Sandison, Esq.

Senior Associate, Hodgson Russ LLP


Thursday October 10, 2019 11:15am - 12:15pm
Azalea

11:15am

The Art and Science of Social Impact Storytelling
Driving action on behalf of important social impact issues is the business of our work within nonprofits, and stories play a large part in that process of influence. Yet, often we get caught up in working to solicit donations or other forms of support that we overly control the story in an attempt to present the "perfect" organization. What if we rethought what influence means and how to achieve it through storytelling? This hands-on session builds on the general session speech to actually teach you how to create purposeful stories that bring your work to life. Through useful tools and techniques, get ready to combine art and science to understand how to create and share stories that matter.  

Speakers
JT

John Trybus

Storytelling Scientist, Georgetown University


Thursday October 10, 2019 11:15am - 12:15pm
Lilac

12:30pm

Annual Meeting and Luncheon
Our luncheon will include NYCON's 92nd Annual Meeting! NYCON Members, get ready to vote for our incoming slate of board members.

Thursday October 10, 2019 12:30pm - 1:35pm

1:35pm

Break and Exhibitor Visits
Meet and mingle with a wide array of Exhibitors at Camp Finance 2019 in our new location, the stunning Lake Lounge! Our Sponsors & Exhibitors are showcasing products and services that can help you save money, protect your nonprofit or help you do what you do even better! This is your first chance to "travel" with your Exhibitor Passport. Be sure to visit with each table for a chance to win a raffle!

Thursday October 10, 2019 1:35pm - 2:10pm
Parlor Alcove and Lake Lounge

2:10pm

Alternative Funding Accounts for Group Health Plans FSA, HRA, QSEHRA & HSA
What are they and what do they mean? More importantly, how can these be used to help your nonprofit and staff with rising premiums and medical expenses. This workshop will define the differences between each of the funding accounts and provide tips on how your nonprofit can use them to enhance your benefit program and help your staff. Understanding the benefits of each of these accounts is key to helping your organization chose the right account and achieve greater satisfaction among staff.  

Speakers
PA

Peter Andrew, CPIA

President/CEO, Council Services Plus
EL

Eric Laughlin

Manager, Broker Services, Council Services Plus


Thursday October 10, 2019 2:10pm - 3:15pm
Azalea

2:10pm

What Nonprofit Executives and Board Members Need to Know About Nonprofit Accounting (Part 2)
Accounting and financial reporting by nonprofit entities differs from that for commercial entities. In this session, always a popular one at Camp Finance, you will learn, from a nationally known speaker, all about these differences, including accounting for contributions, donor restrictions, in-kind donations, endowment funds, functional expense reporting, and many other topics. This two-part session provides an excellent overview for those new to the nonprofit sector and executive and board members who need “the basics” or Campers who want a refresher.


Thursday October 10, 2019 2:10pm - 3:15pm
Parlor

2:10pm

Survival and Growth Strategies (Part 1)
The unpredictability of donor and government funding requires agencies to develop strategies to maintain fiscal sustainability, consider growth opportunities and have a plan in place for succession.  During this session we will discuss the methods used to monitor your sustainability model, considering key indicators and ways to measure sustainability.  We will also discuss various growth strategies and how succession planning intersects with your sustainability model.  

Speakers
DM

David M. Rottkamp, CPA

Audit Partner & Not-for-Profit Practice Leader, Grassi & Co. | NYC Office - Partner-In-Charge


Thursday October 10, 2019 2:10pm - 3:15pm
Rose

2:10pm

Crowdfunding Videos
Join this workshop for a fun, hands-on lesson in making crowdfunding videos. Everyone will participate in scripting, shooting and/or editing video. This exercise is valuable for people with all skill levels from those who’ve never used the camera on their phones to those who have experience editing video. You’ll laugh and learn!

Speakers
DT

Devin Thorpe

Author, Speaker, Educator, GoodCrowd School


Thursday October 10, 2019 2:10pm - 3:15pm
Lilac

2:10pm

The Practical and Legal “Ins and Outs” of Mergers & Affiliations
The nonprofit landscape in communities across the state is continually and rapidly changing as nonprofits are increasingly looking at  merger  or another form of corporate restructuring as a means to ensure sustainability through scale, efficiencies, bolstering infrastructure, and/or preserving and expanding mission and services.
This engaging session provides an overview and the pros and cons of the various restructuring models along with practical insights on assessing your own nonprofit’s readiness and that of potential partners, from two highly experienced practitioners. If you have questions, come to this session and they will get answered.

Speakers
DS

Doug Sauer

CEO, NYCON
MW

Michael West, Esq.

Senior Attorney, NYCON


Thursday October 10, 2019 2:10pm - 3:15pm
Sunset Lounge

3:25pm

How To Comply with the Newest Employment Law Changes
There is never a shortage of employment law changes in New York, and with the Trump administration seeking to unwind many of the Obama-era laws that expanded protections for employees, many employers are confused about their legal obligations to employees. This session will review the proposed changes to the federal overtime rules and the impact of such changes on nonprofit organizations’ compensation systems, the new State requirements for accommodating transgender employees in the workplace, employers’ obligations to employees who are affected by the opioid crisis, the new election law and voting time leave rules, and the changes to workplace conduct standards.

Speakers
EP

Emina Poricanin

Partner, Labor and Employment Group, Hodgson Russ LLP


Thursday October 10, 2019 3:25pm - 4:30pm
Azalea

3:25pm

Accounting for Endowments
This session will focus on ensuring the attendees have a basic understanding of endowments including legal and internal policy considerations, accounting for endowments and the overall impact of UPMIFA and NYPMIFA.  We will also discuss board designated endowments and how these affect the new liquidity measure in not-for-profit financial statements.

Speakers
AM

Allan M. Blum

Partner, New York Audit & Accounting Director, BKD CPAs & Advisors LLP
AS

Anna Shaferova, CPA

BKD CPAs & Advisors LLP


Thursday October 10, 2019 3:25pm - 4:30pm
Parlor

3:25pm

Board Structure and Development
Board leadership does not just happen as stroke of luck, nor is it something to be taken for granted. Board building should be an ongoing process with year-round activities and clear strategic goals. In this session we will discuss how to evaluate the organization’s board and staff structure to effectively meet goals, and best practices related to board recruitment, engagement, assessment, and recognition. You will learn to recognize what motivates board members to fulfill and excel in their roles, and become aware of methods and tools for board strategic assessment.

Speakers
BP

Barbara Paxton

Chief Program Officer, Governance Matters, Inc.


Thursday October 10, 2019 3:25pm - 4:30pm
Sunset Lounge

3:25pm

Survival and Growth Strategies (Part 2)
The unpredictability of donor and government funding requires agencies to develop strategies to maintain fiscal sustainability, consider growth opportunities and have a plan in place for succession.  During this session we will discuss the methods used to monitor your sustainability model, considering key indicators and ways to measure sustainability.  We will also discuss various growth strategies and how succession planning intersects with your sustainability model.  

Speakers
DM

David M. Rottkamp, CPA

Audit Partner & Not-for-Profit Practice Leader, Grassi & Co. | NYC Office - Partner-In-Charge


Thursday October 10, 2019 3:25pm - 4:30pm
Rose

3:25pm

Two Keys to Crowdfunding Success (and the Crowdfunding Film Festival)
Join us for this workshop to learn easy to implement strategies that are key to nonprofit crowdfunding success. Learn how to get more money from a short list of candidate donors than from a long one! Learn how to leverage the media to amplify your crowdfunding campaign. Finally, we’ll watch and judge the crowdfunding videos produced in the first workshop. Please join us for both!

Speakers
DT

Devin Thorpe

Author, Speaker, Educator, GoodCrowd School


Thursday October 10, 2019 3:25pm - 4:30pm
Lilac

4:30pm

Check In, Key Pick Up, & Prepare for Reception & Dinner
Time to check in, catch your breath and prepare for an evening of networking and catching up with friends old and new!

Thursday October 10, 2019 4:30pm - 5:30pm
Mountain View

6:00pm

Reception and Exhibitor Spotlight Raffle
Join us in the Lake Lounge for our reception, sponsored by Hodgson Russ, LLP and featuring our Exhibitor Spotlight. All of that "travel" can pay off with your chances to win great prizes from our Exhibitors! Then, unwind and get ready for an evening of food, friends and fun.

Thursday October 10, 2019 6:00pm - 7:00pm
Lake Lounge

7:00pm

Dinner
Gather with fellow Campers and enjoy Mohonk Mountain House's award winning cuisine at our private dinner in the Main Dining Room.

Thursday October 10, 2019 7:00pm - 9:00pm
Main Dining Room

9:00pm

Campfire
Come to the pavilion up the hill for our campfire, complete with s'mores, music, games and cash bar to meet and mingle with fellow Campers. We can arrange transportation for those who need assistance, but you don't want to miss this Camp Finance tradition!

Thursday October 10, 2019 9:00pm - 11:00pm
Pavilion
 
Friday, October 11
 

7:30am

Breakfast and Registration
Friday October 11, 2019 7:30am - 8:30am
Main Dining Room & Parlor

8:00am

Diversity, Equity and Inclusion Assessment Tool
This session will provide attendees with a general overview of the Diversity, Equity and Inclusion (DEI) Self-Assessment Tool available through the New York Council of Nonprofits (NYCON) in partnership with the Michigan Nonprofit Association (MNA). Join us and learn more about how your organization can get the conversation started in integrating DEI concepts into organizational culture and cultivating a diverse and inclusive environment for all.

Speakers
MN

Minika N. Udoko, JD

Organizational Development Associate/Diversity & Inclusion Manager, NYCON


Friday October 11, 2019 8:00am - 8:45am
Sunset Lounge

9:00am

Introduction of Keynote Session
Speakers
KM

Kelly Mathews

COO & Sr. V.P. Financial Management, NYCON


Friday October 11, 2019 9:00am - 9:05am
Parlor

9:05am

KEYNOTE ADDRESS: A Conversation With James Sheehan: The Attorney General’s Oversight Role for New York Not-for-Profits
We'll hear the latest on the activities of the Attorney General's Charities Bureau. Jim will then join David for the Camp Finance version of "Between Two Ferns" and a lively, informative conversation. Be ready with your questions!

Speakers
JG

James G. Sheehan, JD

Bureau Chief, NY Attorney General's Charities Bureau
DS

David S. Birdsell

Marxe Dean & Professor, Austin W. Marxe School of Public and International Affairs, Baruch College


Friday October 11, 2019 9:05am - 9:45am
Parlor

9:45am

Introduction of General Session Speaker
Speakers
KM

Kelly Mathews

COO & Sr. V.P. Financial Management, NYCON


Friday October 11, 2019 9:45am - 9:50am
Parlor

9:50am

2019 Nonprofit Accounting Update
The upcoming revenue recognition standards, and grants and contacts project, will require a thorough analysis of all revenue streams and a determination of how to report.  The new lease standards will affect your balance sheet and how certain ratios are calculated. Your organization needs to plan, and be prepared for implementation.  We will review the key aspects of these changes, discuss implementation challenges and how these will impact your financial statements, significant accounting principles, internal operations and infrastructure.  

Speakers
DM

David M. Rottkamp, CPA

Audit Partner & Not-for-Profit Practice Leader, Grassi & Co. | NYC Office - Partner-In-Charge


Friday October 11, 2019 9:50am - 10:45am
Parlor

10:45am

Mid Morning Break
Friday October 11, 2019 10:45am - 11:00am

11:00am

Guidance on Sexual Harassment Prevention in New York State: The New Laws and What Every Employer Should Know
Recently, the laws prohibiting sexual harassment in New York State workplaces were amended. How will the changes affect your organization? What new policies and practices are required to be in compliance? Karin will discuss important details that all employers must know!

Friday October 11, 2019 11:00am - 12:15pm
Parlor

11:00am

Understanding Workers Compensation Coverage
Most every nonprofit is obligated to offer workers compensation coverage to their staff. Understanding when to buy coverage, how to buy it and how to maintain it can create confusion for even the savviest of nonprofit staff. This workshop will explain the basics of workers compensation pricing, benefits and policy maintenance. Attendees will come away with knowledge of employee benefits under workers compensation, the components of workers comp premiums and how the annual audit process works. In addition, topics such as the executive officer exemption, out of state employees and working with independent contractors will be discussed.

Speakers
GJ

Gwynn Jones, CPCU, ARM, AIC

Licensed Account Representative, Council Services Plus, Inc.
PA

Peter Andrew, CPIA

President/CEO, Council Services Plus


Friday October 11, 2019 11:00am - 12:15pm
Lilac

11:00am

Cybersecurity Awareness & Prevention
You may think your data is safe based on your size, but no business of any size or in any sector is immune from a cyber-attack. NBT’s in house cyber expert will discuss the most current cybersecurity trends that are affecting small to medium sized businesses and how you can avoid becoming a victim!

Speakers
TC

Terra Carnrike- Granata

SVP, Director of Information Security & Fraud Risk, NBT Bank


Friday October 11, 2019 11:00am - 12:15pm
Azalea

11:00am

Why Board Diversity Matters
Come learn about different methods of finding diverse board members.  Learn why it’s important and how to better define what diversity is and how it can positively impact your organization.  Be exposed to how a foundation decided to address the lack of diverse board members in their community.

Speakers
SS

Sheena Solomon

Executive Director, The Gifford Foundation


Friday October 11, 2019 11:00am - 12:15pm
Cliff View

11:00am

Strategic Planning, Strategic Communicating: Building a Strong Framework for Fundraising Success
In this session we will discuss how a strong organizational strategic plan can be used to develop and execute a fundraising plan with goals that are both relevant and achievable. Fundraising dollars should never be used to ‘fill the gap’ between budget and need. They should be used for impactful programming related to your mission that can be measured and shared—hopefully bringing in MORE money! Sometimes this requires a change in how you, as a Development professional, share information with your CEO and Board of Directors. Matching fundraising priorities with strategic priorities is the key to communicating the success and value of a strong fundraising program. Using Springbrook’s recent $2.2 million capital campaign to build a Family Engagement Center, Stacey will share the successes and challenges of this campaign and the important role Springbrook’s strategic plan and their development plan have played.

Speakers
SG

Stacey Grady

CFRE- Director of Development, The Springbrook Foundation


Friday October 11, 2019 11:00am - 12:15pm
Rose

12:15pm

Lunch
Friday October 11, 2019 12:15pm - 1:30pm
Main Dining Room

1:30pm

Preparing for and Completing Property Transactions Guidance for Not-for-Profit Corporations
Come and join us to learn what types of transactions you can do as a Not for Profit with your assets and what approvals you may need to do so.  The Attorney General will address which transactions it must review, its procedures and documents that are required.  The Attorney General will also discuss the differences between seeking Supreme Court approval and attorney general approval and the role the Attorney General has in each setting.

Speakers
DM

Donna M. Cole-Paul

Transactions Section Chief, Attorney General's Charities Bureau


Friday October 11, 2019 1:30pm - 2:45pm
Rose

1:30pm

What Nonprofit Executives and Board Members Need to Know About Tax Exemption
Nonprofit executives, board members and auditors should have an understanding of how a nonprofit entity obtains and maintains tax exemption. This session will discuss the basics of tax exemption for 501(c) organizations. Topics include obtaining tax-exempt status, acknowledgement of charitable contributions, public charity vs. private foundation status, unrelated business income, lobbying and political activities. This session provides an excellent overview of the topic for those new to the tax-exempt sector or Campers who want a refresher.


Friday October 11, 2019 1:30pm - 2:45pm
Cliff View

1:30pm

When Harassment Involves Board Members: Policies & Practices
NYS’s sexual harassment mandates have put a spotlight on overall harassment policies and practices for nonprofits and most nonprofits have incorporated policies and procedures in their personnel manuals, but these do not cover what to do allegation concern board officers or directors(s).  Harassment policies and procedures need to cover allegations involving board members with employees (including the executive director), volunteers, other board members, and independent contractors or vendors.  This session will discuss the scenario’s that can arise and the policies and practices that your organization can proactively adopt to prevent and respond such situations.

Speakers
DS

Doug Sauer

CEO, NYCON
MW

Michael West, Esq.

Senior Attorney, NYCON


Friday October 11, 2019 1:30pm - 2:45pm
Parlor

1:30pm

Turning Data into Dollars: Moving Beyond the Numbers
This session will focus on the transformational process used to move organizations from a charity mindset to one of sustainable investment. Nonprofit sustainability is not about writing a better grant, or finding that one product or service for which you can charge a fee. It's about delivering outcomes and impact that people value in order to make their community a better place to live.

Speakers
TR

Tom Ralser

Principal, Director of the Outcomes Lab, Convergent Nonprofit Solutions


Friday October 11, 2019 1:30pm - 2:45pm
Azalea

3:00pm

General Session/Ask the Experts
Join our Faculty and Staff for a rousing Q and A session! Ask any questions our Camp Finance sessions may have left unanswered, or ones they may have prompted.


Friday October 11, 2019 3:00pm - 4:15pm
Parlor

4:20pm

Conference Closing & Raffle Drawing for Winner of 2020 Camp Finance Scholarship!
Join us in the Parlor to share takeaways and A-Ha! moments and ALSO, have a chance at our Grand Prize-a Scholarship to Camp Finance 2020!

Friday October 11, 2019 4:20pm - 4:30pm
Parlor