PLANNING FOR RETIREMENT: Financial and Personal Considerations
Sponsored By: Center for Nonprofit Strategy and Management, School of Public Affairs, Baruch College

•New Directions or Continuing Familiar Work
•Proactive Retirement Planning
•Practical Steps To Make Your Retirement Meaningful
•It’s Never Too Early or Too Late to Plan
•Money Matters

PANELISTS:
Joe Cruickshank, Former Director,
Nonprofit Group, School of Public Affairs

Mary Jo Knight, Financial Consultant, Retirement Planning Specialist,
AXA Financial

Time: 4:00 PM - 6:00 PM
Location: 135 East 22nd Street (corner of 22nd St. & Lexington)
Third Floor, Room 301

Contact Information:
Mark Hogan
646-660-6743
Nonprofit_workshops@baruch.cuny.edu
RSVP here
RSVP Required

GROWTH CAPITAL FOR NONPROFITS
Sponsored By: Center for Nonprofit Strategy and Management, School of Public Affairs, Baruch College
• How can social entrepreneurs take a great idea and "go to scale"?
• What is "patient capital" and how can it be obtained?
• How can I tell if my organization is ready?
• Learn about this market from those who have been building it.
• Hear how a successful campaign was created and implemented.

PANELISTS:
George Overholser, Founder and Managing Director,
NFF Capital Partners
Charles Harris, Co-Founder and Executive Partner,
SeaChange Capital Partners
Gerald Chertavian, Founder and Chief Executive Officer,
Year Up, Inc.

SEMINAR MATERIAL:
Seminar Report: Growth Capital for Nonprofits
Presentation Videolink: Seminar Video


Time: 4:00 PM - 6:00 PM
Location: William and Anita Vertical Campus
55 Lexington Avenue (corner of 24th and Lex)
14th floor, Room 220

Contact Information:
Mark Hogan

NONPROFIT CONSULTING DAY
FOR NEW YORK CITY'S NONPROFIT COMMUNITY
Sponsored By: Center for Nonprofit Strategy and Management (CNSM) and United Way of New York City

• Meet with a consultant & discuss the challenges facing your organization
• Receive an appointment consisting of a free 45 minute one-on-one session
• Choose two focus areas that are relevant to your organization
• Network with over 100 leading nonprofit organizations in NYC

Presentation Videolink: Workshop: Starting a Nonprofit

Appointments will be given on a first come first serve basis.
Appointments must be made in advance
by emailing nonprofit_workshops@baruch.cuny.edu
or by calling 646-660-6711

Please Note: Consultants providing advice in connection with this event are doing so as individuals. Consequently, all advice provided it theirs alone, and the School of Public Affairs at Baruch College assumes no responsibility for it.

Morning Session: 9:00 am - 12:00 pm
The following consultants are available at these times by appointment only:
9:00 – 9:45
9:45 – 10:30
10:30 – 11:15
11:15 am – 12:00 pm

Consulting Topic and Consultant

Budget/Finance/Accounting
Edward Sermier, VP, CAO & Corporate Secretary, Director of Program Evaluations, Carnegie Corporation

Chief Finance Officer
Paul Firstenberg, Distinguished Lecturer, School of Public Affairs

Investing for Nonprofits
Matthew Sola, Financial Advisor, UBS Financial Services

Board of Directors
Michael Davidson, Chair, Governance Matters
Consultant, Nonprofit Management Services

Strategic Planning
Patricia Jones, Management and Fundraising Consultant

Capacity Building
Barbara Krasne, Managing Director, KrasnePlows

Marketing & Communications
Farra Trompeter, VP, Client Relationships and Strategy, Big Duck

Entrepreneurship and Social Entreprise
James Lisher, Former Chairman and Managing Director, Lisher Company, Inc.

Executive Director
John Corwin, Founder, Corwin Consulting LLC

Executive Coaching
Elsa A. Rios, President, Comunity Impact Consulting, LLC

Managing Volunteers
Yashvinee Narechania, Manager, Partner Marketing & Community Relations, United Way of NYC

Faith-Based Organizations
Rev. Alfred Gill, President/CEO Faith Initiatives Development Corporation

Planned Giving
David Clough, Director, Endowment and Planned Gifts, Educational Broadcasting Corp.

How to Approach Philanthropists
Linda Franciscovich, Senior Vice President, US Trust Company of New York

Human Resources
Connie Zalk, Independent Consultant

Graphic Design
Corrine Kohlmeyer-Hymen, Art Director, School of Public Affairs, Baruch College

Technology
Bill Ferns, Associate Professor, Zicklin School of Business

Program Evaluation & Outcomes
Lou Miceli, Executive Director, The Workforce Preofessionals Training Institute

WORKSHOPS (10:00am - 12:00pm):
Career Planning
Debra Keenan, Principal and Founder, DKB Consulting, LLC

Planning for Retirement
Joe Cruickshank, Former Director, The Nonprofit Group, School of Public Affairs
Mary Jo Knight,
Financial Consultant, Retirement Planning Specialist, AXA Financial

Afternoon Session: 1:00 - 4:00 pm
The following Consultants are available at these times by appointment only.
1:00 - 1:45 pm
1:45 - 2:30 pm
2:30 - 3:15 pm
3:15 - 4:00 pm

Consulting Topic and Consultant

Budget/Finance/Accounting
Kenneth Rogers, Manager, Professional Development Services, Fiscal Management Associates, LLC

Chief Finance Officer
Lynne Weikart, Associate Professor, School of Public Affairs

Strategic Planning
Fredrick Lane, Professor, School of Public Affairs, Baruch College

Capacity Building
Richard Rivera, President, R&R Consulting

Marketing & Communications
Denise Patrick, Adjunct Lecturer, Communication Studies, Baruch College

Marketing & Communications
Gregory Boroff, Senior Vice President of External Relations, Food Bank for NYC

Entrepreneurship and Social Enterprise
Michael Feller, President, Strategic Philanthropy Advisors

Executive Director
Ralph Dumont, Executive Director, The Lower East Side Family Union (LESFU)

Executive Coaching
Sarah Holland, President, The Visibility Project

Fundraising
Hank Goldstein, President/CEO, The Oram Group, Inc.

Fundraising
Kathy Herre, Herre Consulting, Interim Development Director and Development Consultant

Individual Gifts
David Gallagher, President, Harvest Fundraising Counsel

Human Resources
Ryan Smith, Associate Professor, School of Public Affairs

Managing Volunteers
Susan Chambre, Professor, Baruch College, Sociology and Anthropology

Technology
Joseph Difilippi, Senior Vice President and CIO, LISC

Technology, Programs for Seniors
David Dring, Co-Founder, The Interactive Aging Network

Website Design
Mike Humberstone, Director of Technology Operations, LISC

Program Evaluation & Outcomes
Dan Williams, Professor, School of Public Affairs, Baruch College

Real Estate for Nonprofits
David Lebenstein, SIOR Senior Managing Director, Not-for-Profit Division, Colliers ABR, Inc.

WORKSHOP (1:00pm - 3:00pm):
Starting a Nonprofit
Sonia Jarvis, Distinguished Lecturer, School of Public Affairs


Time: 8:30 AM - 4:00 PM
Location: Baruch College
Newman Vertical Campus Building
55 Lexington @ 24th Street
14th Floor - Room 220

Contact Information:
Mark Hogan

PERSPECTIVES ON EXECUTIVE SUCCESSION IN NONPROFIT ORGANIZATIONS
Sponsored By: Center for Nonprofit Strategy and Management

• How a founding executive director thinks about retirement and succession
• A board chair leads the succession process
• Advice from an executive search consultant

Featuring:
Greg Farrell, President, CEO and Founder Expeditionary Learning Schools, a division of Outward Bound
Rita J. Stella, Director of Vocational Services, Easter Seals NY
David Hinsley Cheng, Managing Partner, DRG

SEMINAR MATERIAL:

Seminar Report: Executive Succession in Nonprofit Organizations

Presentation by Rita J. Stella: Succession Planning

Presentation by David Hinsley Cheng: Succession: Preparing Future Leaders

Presentation Videolink: Seminar Video


Time: 5:00 PM - 7:00 PM
Location: 151 East 25th Street, Room 750
(Between Lexington & 3rd Avenue)

Contact Information:
Mark Hogan
646-660-6743

NONPROFIT OUTSOURCING: A VITAL OPTION

Sponsored By: Center for Nonprofit Strategy and Management

• How to get the right people for the right task.
• When to use the outsource option and when not.
• Why is outsourcing overlooked?
• How do I find an outsourcer?
• Outsourcing and finance.
• Outsourcing and fundraising.
• An executive director's view of outsourcing.

Panelists

Laurence A. Pagnoni, Founder and President
Laurence A. Pagnoni & Associates
Gail A. Magaliff, Chief Executive Officer,
F.E.G.S Health & Human Services System
David Terrio, President, BTQ Financial and President,
Hudson Planning Group

SEMINAR MATERIAL:
Presentation: Fiscal Outsourcing for Non-profits

Article: Nonprofit Outsourcing: A Vital Option by Laurence Pagnoni, New York Nonprofit Press January 08

Tackling Tough Hiring Questions, Bridgestar

Presentation Videolink: Seminar Video


Time: 4:00 PM - 6:00 PM
Location: 135 East 22nd Street, Room 301

Contact Information:
Mark Hogan
646-660-6743

EXECUTIVE TRANSITIONS: LEARNING FROM LEADERS

Inaugural Conference

Announcing the establishment of the
Center for Nonprofit Strategy and Management
Baruch College, School of Public Affairs

Sponsored By: Baruch College, School of Public Affairs
Co-Sponsored by National Urban Fellows &
United Way of New York City

Two Panels of Experienced top nonprofit executives discuss their career paths, what they have learned, and their advice to aspiring leaders. There will also be other opportunities to meet informally with these panelists and other executive directors.

Welcome and Perspective
David Birdsell, Dean, Baruch College, School of Public Affairs, CUNY

Endnotes
Gordon J. Campbell, President and CEO United Way of New York City

Perspectives on Executive Transitions
Paula Gavin, President Elect, National Urban Fellows
James Krauskopf, Distinguished Lecturer and Director, Baruch College, School of Public Affairs, Center for Nonprofit Strategy and Management, CUNY

Leadership from a Funders Point of View
Richard Brown,Vice President, Philanthropy, American Express


Panel One

Moderator: Joseph Cruickshank, Former Director, Baruch College, School of Public Affairs, Nonprofit Group, CUNY

Theresa Bischoff, CEO, American Red Cross in Greater New York Sister Paulette LoMonaco, Executive Director, Good Shepherd Services Lillian Rodriguez Lopez, President, Hispanic Federation David Jones, President and CEO, Community Service Society Ruth Messinger, President, American Jewish World Service

Panel Two

Moderator: Frederick Lane, Professor of Public Administration and Nonprofit Management, Baruch College, School of Public Affairs, CUNY

Lilliam Barrios-Paoli, CEO, Safe Space Ronna D. Brown, President, New York Regional Association of Grantmakers Lucy Cabrera, President and CEO, Food Bank for New York City Darwin Davis, President, New York Urban League Linda Selvin, Executive Director of the New York Branch of the International Dyslexia Association Inc.

Each Panelist will facilitate a round-table discussion on nonprofit executive careers. Select which panelist you would like to join when you register and indicate in your RSVP. While we will make every effort to honor your request, placement will be on a first come first serve basis.

RSVP Required - Cost Free
Light Breakfast Served

SEMINAR MATERIALS:
Conference Program
Biographies of Presenters
Leadership Transitions in Nonprofit Organizations:
Background Paper

Presentation Videolink: EXECUTIVE TRANSITIONS: LEARNING FROM LEADERS

Time: 8:30 AM - 1:00 PM
Location: The Newman Conference Center, 151 East 25th Street, Room 750
Contact Information:
Mark Hogan
646-660-6743
Nonprofit_workshops@baruch.cuny.edu
RSVP here

Human Resources in Nonprofit Organizations: An Entrepreneurial Approach to Staff and Personnel Issues
Sponsored By: The Center for Nonprofit Strategy and Management & American Humanics Student Association
Senior Human Resource Specialists will discuss:
*The Transformation of Human Resources into an Executive Leadership Function
*Recruitment, Retention and Employee Relations
*Strategic Human Resources for Smaller Organizations

Moderator: Dr. Joel Levy, CEO, YAI National Institute for People with Disabilities

Panelists
Angela Ottomanelli, Senior Human Resources Specialists, March of Dimes
Connie Zalk, Vice President, Human Resources, College Board

SEMINAR MATERIALS:
Presentation: Talent Aquisition and Management

Presentation Videolink: Human Resources in Nonprofit Organizations

Time: 4:00 PM - 6:00 PM
Location: 135 East 22nd Street, Room 301
Contact Information:
Marisela
646-660-6743
nonprofit_workshops@baruch.cuny.edu

Engaging The Community
Sponsored By: The Center for Nonprofit Strategy and Management (CNSM)
Tools for Organizations

Outreach and Mobilization
Issue Identification & Needs Assessment
Leadership Development
Advocacy and Organizing
Grassroots-Driven Research

Presenters:
Ilana Berger,Co-Director, Families United for Racial and Economic Equality (FUREE)

Sondra Youdelman, Executive Director, Community Voices Heard (CVH)

Space Very Limited - RSVP Required

SEMINAR MATERIALS:
Presentation: Engaging the Community
Working Material

Presentation Videolink: Engaging The Community

Time: 4:00 PM - 6:00 PM
Location: 135 East 22nd Street, Room 301
Contact Information:
Marisela Morales
646-660-6743
nonprofit_workshops@baruch.cuny.edu

Using Research and Evaluation to Improve Services and Operations
Sponsored By: The Center for Nonprofit Strategy and Management
Featured Speakers
Tony Hannigan, Executive Director (CUCS)
Aaron Levitt, Director of Research and Evaluation (CUCS)
Featured Organization
Center for Urban Community Services (CUCS)
Winner, New York Times Nonprofit Excellence Award for Excellence in Sustained Impact

Learn how CUCS uses research and evaluation to reduce chronic homelessness and assist low-income people.

SEMINAR MATERIAL:
Presentation: Using Research and Evaluation to Improve Services and Operations

Presentation Videolink: Presentation Videolink: Using Research and Evaluation to Improve Services and Operations

Time: 4:00 PM - 6:00 PM
Location: The Baruch Performing Arts Center, BPAC
55 Lexington at 25th St. (btwn. Lex and 3rd)
Contact Information:
Johanna Berglein
646-660-6743
nonprofit_workshops@baruch.cuny.edu