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Thursday, October 10
 

11:15am EDT

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 EDT
Azalea

2:10pm EDT

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 EDT
Rose

3:25pm EDT

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 EDT
Sunset Lounge

3:25pm EDT

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 EDT
Rose
 
Friday, October 11
 

11:00am EDT

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 EDT
Cliff View

1:30pm EDT

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 EDT
Parlor