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
Agenda
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
WCNY
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
bmc
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
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
Agenda
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
WCNY
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
bmc
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