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For the third year, New York Nonprofit Media is partnering with Nonprofit Westchester to bring Nonprofit OpCon to Westchester! It’s a full-day event with information-packed panels, sharing ideas and providing resources for nonprofit executive leadership, operations, IT, finance, HR and more!
Details
Location: Westchester County Center
198 Central Ave, White Plains, NY 10606
Date: October 30, 2024
Time: 8:30 AM - 4:30 PM
Sponsorships & Ticket Information:
For sponsorships and tickets, please contact Kelly Murphy (kmurphy@cityandstateny.com
Parking Information:
Complimentary Parking - For your convenience, on-site parking is accessible at one of our Westchester County Parks-managed parking lots: the County Center West and East lots located adjacent to and in front of the center
Dress Attire:
Business Casual
Agenda
Times are subject to change.
Welcome & Opening Remarks

Jan Fisher (Moderator)
Executive DirectorNonprofit Westchester
Strategic Streamlining to Advance Effective Nonprofit Operations, Finance & Strategy
Successful organizations use many different tracks of strategy in developing their mission, from organizational to programmatic. Key to this process is developing a focused, purposeful strategy that incorporates systems, resource allocation, data management, finances, and more. This panel will explain how efficient operations and processes can enhance your nonprofit’s administrative efficiency, address the five indispensable monthly financial statements every nonprofit needs, streamline monetary functions, and create operational stability so you can focus more of your energy on your mission.
Successful organizations use many different tracks of strategy in developing their mission, from organizational to programmatic. Key to this process is developing a focused, purposeful strategy that incorporates systems, resource allocation, data management, finances, and more. This panel will explain how efficient operations and processes can enhance your nonprofit’s administrative efficiency, address the five indispensable monthly financial statements every nonprofit needs, streamline monetary functions, and create operational stability so you can focus more of your energy on your mission.

Nikki A. Hahn (Moderator)
Chief Executive OfficerWomen's Enterprise Development Center Inc.

Izel Steinmann Obermeyer,
Chief Clinical OfficerWestchester Institute for Human Development

Nicole Frisina
ManagerYour Part-Time Controller, LLC

Roberta Katz
FounderRoberta Katz Consulting

Beth Larsen
Vice President, Client Advisory ServicesJMT Consulting

Naima Chisolm
Partner and Director of Business DevelopmentBTQ Financial
Strategies for Nonprofit Talent Acquisition and Retention: Bridging Generational Gaps
In this session, we'll delve into the pressing challenges of hiring and retention within the nonprofit sector, focusing on innovative strategies to attract and retain top talent. We'll explore how to create an engaging,inclusive and flexible work environment that appeals to a multigenerational workforce, acknowledging the unique motivations of different age groups. From leveraging technology to enhancing recruitment processes to fostering a culture of continuous learning and development, we'll discuss practical approaches to meet the diverse needs of Baby Boomers, Generation X, Millennials, and Gen Z. By understanding and addressing these generational differences, nonprofits can build a resilient and dynamic team dedicated to advancing their mission.
In this session, we'll delve into the pressing challenges of hiring and retention within the nonprofit sector, focusing on innovative strategies to attract and retain top talent. We'll explore how to create an engaging,inclusive and flexible work environment that appeals to a multigenerational workforce, acknowledging the unique motivations of different age groups. From leveraging technology to enhancing recruitment processes to fostering a culture of continuous learning and development, we'll discuss practical approaches to meet the diverse needs of Baby Boomers, Generation X, Millennials, and Gen Z. By understanding and addressing these generational differences, nonprofits can build a resilient and dynamic team dedicated to advancing their mission.
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Ron Abad (Moderator)
Chief Executive OfficerCommunity Housing Innovations, Inc.

Perry Perlmutter
President & CEOServices for the Underserved, Inc.

Stephan Spilkowitz
Director of Engagement and CultureWestchester Jewish Community Services

Ilana Arbeit
Vice President Benefits PracticeCharles Newman Co.

Mark Dungan
Vice President, NonprofitUSI Insurance Services

Allison Madison
PresidentMadison Approach Staffing Inc.
Mastering Your Message: Digital and Other Effective Strategies to Market Your Nonprofit
Experts will guide participants through the essential steps of defining and communicating your nonprofit's unique value proposition to effectively capture the hearts and minds of your audience. We'll delve into cutting-edge digital marketing techniques alongside traditional strategies to ensure your message resonates across multiple platforms. Additionally, we'll explore how to develop and leverage resources most effectively, maximizing impact while staying true to your mission. Join us to enhance your public relations and marketing, and elevate your nonprofit's visibility, and engagement.
Experts will guide participants through the essential steps of defining and communicating your nonprofit's unique value proposition to effectively capture the hearts and minds of your audience. We'll delve into cutting-edge digital marketing techniques alongside traditional strategies to ensure your message resonates across multiple platforms. Additionally, we'll explore how to develop and leverage resources most effectively, maximizing impact while staying true to your mission. Join us to enhance your public relations and marketing, and elevate your nonprofit's visibility, and engagement.

Emily Saltzman (Moderator)
Deputy Director of OperationsOffice of the Westchester County Executive

Tearanny Street
Director of Marketing & CommunicationsGreenwich House

Hillary Millman
Executive DirectorAssociation of Development Officers

Elizabeth Bracken-Thompson
PartnerThompson & Bender LLC
Risk Management and Scenario Planning: Lessons Learned from COVID-19
Proactive risk management and scenario planning is still so essential for nonprofits as they plan for uncertainty and seek to protect their organizations and staff. Leaders of nonprofits must identify and manage risks that threaten their missions and operations, while empowering them to leverage opportunities and take bold, mission-advancing risks. This session is ideal for nonprofit leaders who want to broaden their perspectives on risk management, learn practical strategies for identifying and managing risk and bring risk resources and know-how back to their organizations. Do you have plans and procedures in place for when these things happen? Learn how to use a risk management approach and techniques to identify, assess and control threats to the organization’s financial viability.
Proactive risk management and scenario planning is still so essential for nonprofits as they plan for uncertainty and seek to protect their organizations and staff. Leaders of nonprofits must identify and manage risks that threaten their missions and operations, while empowering them to leverage opportunities and take bold, mission-advancing risks. This session is ideal for nonprofit leaders who want to broaden their perspectives on risk management, learn practical strategies for identifying and managing risk and bring risk resources and know-how back to their organizations. Do you have plans and procedures in place for when these things happen? Learn how to use a risk management approach and techniques to identify, assess and control threats to the organization’s financial viability.

Samuel Wallis (Moderator)
Executive DirectorYonkers Partners in Education

Maurice Segall
New York and Fairfield County ProgramPro Bono Partnership

Dr. Jeffrey Reynolds
President and CEOFamily & Children's Association (FCA)

Kim Snyder
vCPO / vCIORoundtable Technology

Kristen Elkins
Chief Quality, Compliance, and Ethics OfficerYAI
The Future of Work Navigating Real Estate as a Nonprofit
From tragedy and challenge come new ideas, new innovation, and new life. As we consider ways that the pandemic disrupted office leasing markets and the workplace experience in current times, exciting opportunities await us in 2025 and beyond. This panel aims to help not-for-profits navigate their real estate decisions and offer insight into ways to save time and money and create the perfect environment for your organization.
From tragedy and challenge come new ideas, new innovation, and new life. As we consider ways that the pandemic disrupted office leasing markets and the workplace experience in current times, exciting opportunities await us in 2025 and beyond. This panel aims to help not-for-profits navigate their real estate decisions and offer insight into ways to save time and money and create the perfect environment for your organization.

Kimberly Watson (Moderator)
President & CEOGraham Windham

Nikia Hughes-Cousins
Vice President of OperationsCommunity Housing Innovations

Robert Marrone
Board MemberChoice of NY

Kevin Bradley
Vice President of OperationsThe Children's Village

Ron J. Innocent
Principal and Managing Director of Project Management ServicesDenham Wolf
Innovation and Technology to Take Your Nonprofit Operations and Fundraising to the Next Level
Technology and Innovation can no longer be an afterthought in effective nonprofit operations. Organizations are necessarily moving away from viewing digital transformation as a long-term project, to recognizing the critical importance of developing, investing in and implementing an IT strategy to streamline and augment operations. The panel will discuss integrating IT strategy as an essential component of an organization’s overall strategy, digital innovation for service delivery, use of AI at nonprofits, and security issues.
Technology and Innovation can no longer be an afterthought in effective nonprofit operations. Organizations are necessarily moving away from viewing digital transformation as a long-term project, to recognizing the critical importance of developing, investing in and implementing an IT strategy to streamline and augment operations. The panel will discuss integrating IT strategy as an essential component of an organization’s overall strategy, digital innovation for service delivery, use of AI at nonprofits, and security issues.

Paul Bennett (Moderator)
Chief Financial OfficerPro Bono Net

Sandi Drucker Wright
Tamer Institute for Social Enterprise and Climate ChangeColumbia Business School

Karen C. Erren
President & CEOFeeding Westchester

Rob Vasquez
Solutions EngineerT-Mobile for Government

Andy Aujla
Assistant Attorney General-in-ChargeNew York State Office of the Attorney General

Daria Seriakova
Director of Technology & OperationsCommon Impact
Building a Robust and Effective Board of Directors
In the training session nonprofits of all sizes will learn the essential steps to cultivate a high-performing board. We will cover a key component: effective Board - Staff communications and expectations. Fundamental duties board members must understand, including fiduciary responsibilities, strategic oversight, and governance will be reviewed. Attendees will learn how to implement key policies that guide board operations and the importance of establishing committees to handle specific functions such as finance, fundraising, and governance, ensuring that the board operates efficiently and effectively. By the end of the session, nonprofit professionals will have a clear roadmap to building a robust and effective board of directors.
In the training session nonprofits of all sizes will learn the essential steps to cultivate a high-performing board. We will cover a key component: effective Board - Staff communications and expectations. Fundamental duties board members must understand, including fiduciary responsibilities, strategic oversight, and governance will be reviewed. Attendees will learn how to implement key policies that guide board operations and the importance of establishing committees to handle specific functions such as finance, fundraising, and governance, ensuring that the board operates efficiently and effectively. By the end of the session, nonprofit professionals will have a clear roadmap to building a robust and effective board of directors.

Jan Fisher (Moderator)
Executive DirectorNonprofit Westchester

Judy Troilo
Chief Executive OfficerThe LOFT LGBTQ+ Community Center

Jeanette Gisbert
Executive DirectorVolunteer New York!

Tom Gabriel
President and CEOUnited Way of Westchester and Putnam

Joseph McCoy
Market PresidentValley National Bank

Ronnie Ram
President & CEOInspiria Outdoor Advertising
Integrating Sustainability into Nonprofit Operations
This workshop is designed to empower nonprofit organizations with the knowledge and tools necessary to integrate sustainable practices into their operations. By exploring strategies for reducing environmental impact participants will learn how to align their mission-driven work with broader sustainability goals that can be applied to both day-to-day operations and long-term strategic planning. On top of this, nonprofits must learn to recover money from errors and overcharges on their utility bills. The session will: identify strategies for reducing the carbon footprint and resource consumption, explore waste reduction, recycling, and sustainable procurement practices, discuss the role of technology and innovation in promoting environmental sustainability and more.
This workshop is designed to empower nonprofit organizations with the knowledge and tools necessary to integrate sustainable practices into their operations. By exploring strategies for reducing environmental impact participants will learn how to align their mission-driven work with broader sustainability goals that can be applied to both day-to-day operations and long-term strategic planning. On top of this, nonprofits must learn to recover money from errors and overcharges on their utility bills. The session will: identify strategies for reducing the carbon footprint and resource consumption, explore waste reduction, recycling, and sustainable procurement practices, discuss the role of technology and innovation in promoting environmental sustainability and more.

Masha Turchinsky (Moderator)
Director and CEOHudson River Museum

Lauren Brois
Director of Building DecarbonizationEnergySmart Homes, Sustainable Westchester

Judith Watson
Chief Executive OfficerWestchester Community Health Center

Jim F. Dolan, P.E.
PrincipalOLA Consulting Engineers