2024 Westchester Nonprofit OpCon - Home

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2024 Westchester Nonprofit OpCon

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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

Location: Westchester County Center

198 Central Ave, White Plains, NY 10606

Date: October 30, 2024

Date: October 30, 2024

Time: 8:30 AM - 4:30 PM

Time: 8:30 AM - 4:30 PM

Sponsorships & Ticket Information:

Parking Information:

Dress Attire:

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Agenda

Times are subject to change.

8:30 AM EDT Wednesday, October 30

9:00 AM EDT Wednesday, October 30

Welcome & Opening Remarks

10 minutes
Jan Fisher (Moderator)
Jan Fisher (Moderator)
Executive Director
Nonprofit Westchester
Jan Fisher (Moderator)
Jan Fisher (Moderator)
Executive Director
Nonprofit Westchester
Read More
9:10 AM EDT Wednesday, October 30

Remarks

10 minutes
George Latimer
George Latimer
Westchester
County Executive
George Latimer
George Latimer
Westchester
County Executive
Read More
9:20 AM EDT Wednesday, October 30

Strategic Streamlining to Advance Effective Nonprofit Operations, Finance & Strategy

45 minutes

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)
Nikki A. Hahn (Moderator)
Chief Executive Officer
Women's Enterprise Development Center Inc.
Izel Steinmann Obermeyer,
Izel Steinmann Obermeyer,
Chief Clinical Officer
Westchester Institute for Human Development
Nicole Frisina
Nicole Frisina
Manager
Your Part-Time Controller, LLC
Roberta Katz
Roberta Katz
Founder
Roberta Katz Consulting
Beth Larsen
Beth Larsen
Vice President, Client Advisory Services
JMT Consulting
Naima Chisolm
Naima Chisolm
Partner and Director of Business Development
BTQ Financial

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)
Nikki A. Hahn (Moderator)
Chief Executive Officer
Women's Enterprise Development Center Inc.
Izel Steinmann Obermeyer,
Izel Steinmann Obermeyer,
Chief Clinical Officer
Westchester Institute for Human Development
Nicole Frisina
Nicole Frisina
Manager
Your Part-Time Controller, LLC
Roberta Katz
Roberta Katz
Founder
Roberta Katz Consulting
Beth Larsen
Beth Larsen
Vice President, Client Advisory Services
JMT Consulting
Naima Chisolm
Naima Chisolm
Partner and Director of Business Development
BTQ Financial
Read More
10:05 AM EDT Wednesday, October 30

Strategies for Nonprofit Talent Acquisition and Retention: Bridging Generational Gaps

45 minutes

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)
Ron Abad (Moderator)
Chief Executive Officer
Community Housing Innovations, Inc.
Perry Perlmutter
Perry Perlmutter
President & CEO
Services for the Underserved, Inc.
Stephan Spilkowitz
Stephan Spilkowitz
Director of Engagement and Culture
Westchester Jewish Community Services
Ilana Arbeit
Ilana Arbeit
Vice President Benefits Practice
Charles Newman Co.
Mark Dungan
Mark Dungan
Vice President, Nonprofit
USI Insurance Services
Allison Madison
Allison Madison
President
Madison Approach Staffing Inc.

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.

 

Ron	Abad (Moderator)
Ron Abad (Moderator)
Chief Executive Officer
Community Housing Innovations, Inc.
Perry Perlmutter
Perry Perlmutter
President & CEO
Services for the Underserved, Inc.
Stephan Spilkowitz
Stephan Spilkowitz
Director of Engagement and Culture
Westchester Jewish Community Services
Ilana Arbeit
Ilana Arbeit
Vice President Benefits Practice
Charles Newman Co.
Mark Dungan
Mark Dungan
Vice President, Nonprofit
USI Insurance Services
Allison Madison
Allison Madison
President
Madison Approach Staffing Inc.
Read More
10:50 AM EDT Wednesday, October 30

11:05 AM EDT Wednesday, October 30

 

 

Mastering Your Message: Digital and Other Effective Strategies to Market Your Nonprofit

45 minutes

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)
Emily Saltzman (Moderator)
Deputy Director of Operations
Office of the Westchester County Executive
Tearanny Street
Tearanny Street
Director of Marketing & Communications
Greenwich House
Hillary Millman
Hillary Millman
Executive Director
Association of Development Officers
Elizabeth	Bracken-Thompson
Elizabeth Bracken-Thompson
Partner
Thompson & Bender LLC

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)
Emily Saltzman (Moderator)
Deputy Director of Operations
Office of the Westchester County Executive
Tearanny Street
Tearanny Street
Director of Marketing & Communications
Greenwich House
Hillary Millman
Hillary Millman
Executive Director
Association of Development Officers
Elizabeth	Bracken-Thompson
Elizabeth Bracken-Thompson
Partner
Thompson & Bender LLC
Read More
11:50 AM EDT Wednesday, October 30

Risk Management and Scenario Planning: Lessons Learned from COVID-19

45 minutes

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)
Samuel Wallis (Moderator)
Executive Director
Yonkers Partners in Education
Maurice Segall
Maurice Segall
New York and Fairfield County Program
Pro Bono Partnership
Dr. Jeffrey Reynolds
Dr. Jeffrey Reynolds
President and CEO
Family & Children's Association (FCA)
Kim Snyder
Kim Snyder
vCPO / vCIO
Roundtable Technology
Kristen Elkins
Kristen Elkins
Chief Quality, Compliance, and Ethics Officer
YAI

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)
Samuel Wallis (Moderator)
Executive Director
Yonkers Partners in Education
Maurice Segall
Maurice Segall
New York and Fairfield County Program
Pro Bono Partnership
Dr. Jeffrey Reynolds
Dr. Jeffrey Reynolds
President and CEO
Family & Children's Association (FCA)
Kim Snyder
Kim Snyder
vCPO / vCIO
Roundtable Technology
Kristen Elkins
Kristen Elkins
Chief Quality, Compliance, and Ethics Officer
YAI
Read More
12:35 PM EDT Wednesday, October 30

1:30 PM EDT Wednesday, October 30

The Future of Work Navigating Real Estate as a Nonprofit

45 minutes

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)
Kimberly Watson (Moderator)
President & CEO
Graham Windham
Nikia Hughes-Cousins
Nikia Hughes-Cousins
Vice President of Operations
Community Housing Innovations
Robert Marrone
Robert Marrone
Board Member
Choice of NY
Kevin Bradley
Kevin Bradley
Vice President of Operations
The Children's Village
Ron J. Innocent
Ron J. Innocent
Principal and Managing Director of Project Management Services
Denham Wolf

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)
Kimberly Watson (Moderator)
President & CEO
Graham Windham
Nikia Hughes-Cousins
Nikia Hughes-Cousins
Vice President of Operations
Community Housing Innovations
Robert Marrone
Robert Marrone
Board Member
Choice of NY
Kevin Bradley
Kevin Bradley
Vice President of Operations
The Children's Village
Ron J. Innocent
Ron J. Innocent
Principal and Managing Director of Project Management Services
Denham Wolf
Read More
2:15 PM EDT Wednesday, October 30

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

45 minutes

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)
Paul Bennett (Moderator)
Chief Financial Officer
Pro Bono Net
Sandi Drucker Wright
Sandi Drucker Wright
Tamer Institute for Social Enterprise and Climate Change
Columbia Business School
Karen C. Erren
Karen C. Erren
President & CEO
Feeding Westchester
Rob Vasquez
Rob Vasquez
Solutions Engineer
T-Mobile for Government
Andy Aujla
Andy Aujla
Assistant Attorney General-in-Charge
New York State Office of the Attorney General
Daria Seriakova
Daria Seriakova
Director of Technology & Operations
Common Impact

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)
Paul Bennett (Moderator)
Chief Financial Officer
Pro Bono Net
Sandi Drucker Wright
Sandi Drucker Wright
Tamer Institute for Social Enterprise and Climate Change
Columbia Business School
Karen C. Erren
Karen C. Erren
President & CEO
Feeding Westchester
Rob Vasquez
Rob Vasquez
Solutions Engineer
T-Mobile for Government
Andy Aujla
Andy Aujla
Assistant Attorney General-in-Charge
New York State Office of the Attorney General
Daria Seriakova
Daria Seriakova
Director of Technology & Operations
Common Impact
Read More
3:00 PM EDT Wednesday, October 30

3:15 PM EDT Wednesday, October 30

Building a Robust and Effective Board of Directors

45 minutes

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)
Jan Fisher (Moderator)
Executive Director
Nonprofit Westchester
Judy Troilo
Judy Troilo
Chief Executive Officer
The LOFT LGBTQ+ Community Center
Jeanette Gisbert
Jeanette Gisbert
Executive Director
Volunteer New York!
Tom Gabriel
Tom Gabriel
President and CEO
United Way of Westchester and Putnam
Joseph McCoy
Joseph McCoy
Market President
Valley National Bank
Ronnie Ram
Ronnie Ram
President & CEO
Inspiria Outdoor Advertising

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)
Jan Fisher (Moderator)
Executive Director
Nonprofit Westchester
Judy Troilo
Judy Troilo
Chief Executive Officer
The LOFT LGBTQ+ Community Center
Jeanette Gisbert
Jeanette Gisbert
Executive Director
Volunteer New York!
Tom Gabriel
Tom Gabriel
President and CEO
United Way of Westchester and Putnam
Joseph McCoy
Joseph McCoy
Market President
Valley National Bank
Ronnie Ram
Ronnie Ram
President & CEO
Inspiria Outdoor Advertising
Read More
4:00 PM EDT Wednesday, October 30

Integrating Sustainability into Nonprofit Operations

45 minutes

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)
Masha Turchinsky (Moderator)
Director and CEO
Hudson River Museum
Lauren Brois
Lauren Brois
Director of Building Decarbonization
EnergySmart Homes, Sustainable Westchester
Judith Watson
Judith Watson
Chief Executive Officer
Westchester Community Health Center
Jim F. Dolan, P.E.
Jim F. Dolan, P.E.
Principal
OLA Consulting Engineers

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)
Masha Turchinsky (Moderator)
Director and CEO
Hudson River Museum
Lauren Brois
Lauren Brois
Director of Building Decarbonization
EnergySmart Homes, Sustainable Westchester
Judith Watson
Judith Watson
Chief Executive Officer
Westchester Community Health Center
Jim F. Dolan, P.E.
Jim F. Dolan, P.E.
Principal
OLA Consulting Engineers
Read More
4:45 PM EDT Wednesday, October 30

Underwriters