CNY Sixth Annual Best Practices for Nonprofits Conference (10/30/08)

September 2, 2008

Sponsored By
Bond, Schoeneck & King, PLLC, bmc (Beard Miller Company LLP), Central New York Community Foundation, Inc., and United Way of CNY

Who Should Attend
Not-for-Profit Executive Staff and Board Members

7:45 a.m.-8:15 a.m.
Registration and Continental Breakfast

8:15 a.m.-9:00 a.m.
Keynote Address
Nonprofits Being Profitable

  • The future of leadership and funding
  • The Social Enterprise continuum
  • Re-engineering for Community Capacity
  • Strategic Business Planning for the Nonprofit Sector

  • William Dessingue, Jr.
    Executive Director
    Charitable Venture Foundation


    9:10 a.m.-10:00 a.m.
    Concurrent Session 1

    Section A
    How a Nonprofit has Successfully Generated Income

  • Tax Term or a Business
  • Infusing the Entrepreneurial Spirit
  • Rebuild, Reinvent, Growth, and Expansion
  • Innovation -- It's the Key to Success

  • Robert Daino


    Section B
    Pitfalls of Service- Lessons Learned from Not-for-Profit Executive Liability Claims

  • Learn about recent trends in claims and suits brought against Not-for-Profit organizations and their leadership
  • Determine if your organization has the right (or enough!) Directors and Officers coverage in place
  • Identify ways to prevent claims from happening

  • Mary Beth DiBacco, AVP, CPCU
    Aaron Goldstein, Esq. (Ron)
    Chubb & Sons, Inc.


    Section C
    The Evolving Theory of Harassment: Are You Doing Everything You Can to Defend Against Harassment Claims

  • Using policies and training to prevent harassment
  • Understanding the full range of harassment claims that can be brought against an employer
  • Workplace bullying: what it is and how to address it

  • Colin M. Leonard
    Bond, Schoeneck & King, PLLC


    10:10 a.m.-11:00 a.m.
    Concurrent Session 2

    Section D
    Current Tax Issues for Tax Exempt Organizations

  • Highlights of New 990 Core Form and Schedules
  • Review of Recommended Governance Policies
  • FIN 48 Reporting

  • Mark Hettler and
    Denise A. Villbrandt


    Section E
    Corporate Social Responsibility: The Success of Fries for Friends

  • The evolution of the campaign through its 21 year run
  • The challenges faced along the way
  • How the campaign is a win-win for both organizations
  • Surprising positive results from the campaign

  • Laura Metallo
    Rescue Mission
    Laura Martin
    Carrols Corporation


    Section F
    What is Capacity and Why Does It Matter?
    A Funder's Perspective on Organizational Growth

  • How can capacity and capacity building be defined?
  • How may an organization determine its capacity needs?
  • How can organizations determine what steps may be taken independent of funding?
  • What are the benefits of capacity building for the organization and the community?

  • Kathryn Goldfarb-Findling
    The Gifford Foundation


    11:10 a.m.-Noon
    Concurrent Session 3

    Section G
    "How to Make the Ask"

  • The philosophy of philanthropy
  • Why do people support nonprofits?
  • How can you build an
    effective case for support?
  • A real-life exercise on MAKING THE ASK!

  • Jeff Hoffman
    CCC Foundation


    Section H
    Financing Credit and Capital Expenditures

  • What kind of financing do not-for-profits use?
  • Who lends to not-for-profits?
  • What special kinds of financing are available to not-for-profits?
  • What special factors do banks consider when lending to not-for-profits?

  • James R. Barger
    KeyBank National Association


    Section I
    Panel Discussion:
    Campus-Community Engagement: Opportunities to Connect with Central New York Universities and Colleges
    Bruce Kingma, Moderator
    Associate Provost
    Syracuse University