Azalea [clear filter]
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.  


Patricia C. Sandison, Esq.

Senior Associate, Hodgson Russ LLP

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

2:10pm EDT

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.  


Peter Andrew, CPIA

President/CEO, Council Services Plus

Eric Laughlin

Manager, Broker Services, Council Services Plus

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

3:25pm EDT

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.


Emina Poricanin

Partner, Labor and Employment Group, Hodgson Russ LLP

Thursday October 10, 2019 3:25pm - 4:30pm EDT
Friday, October 11

11:00am EDT

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!


Terra Carnrike- Granata

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

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

1:30pm EDT

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.


Tom Ralser

Principal, Director of the Outcomes Lab, Convergent Nonprofit Solutions

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