5/14/08
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PLANNING FOR RETIREMENT: Financial and Personal Considerations
Baruch College, School of Public Affairs,
Center for Nonprofit Strategy and Management
The session includes:
•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
Seminar Material: Resource
4/3/08
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GROWTH CAPITAL FOR NONPROFITS
Baruch College, School of Public Affairs,
Center for Nonprofit Strategy and Management
The session includes:
• 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
3/26/08
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NONPROFIT CONSULTING DAY
FOR NEW YORK CITY'S NONPROFIT COMMUNITY
Baruch College, School of Public Affairs,
Center for Nonprofit Strategy and Management
The session includes:
• 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
3/19/08
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PERSPECTIVES ON EXECUTIVE SUCCESSION IN NONPROFIT ORGANIZATIONS
Baruch College, School of Public Affairs,
Center for Nonprofit Strategy and Management
The session includes:
• 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
02/21/08
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NONPROFIT OUTSOURCING: A VITAL OPTION
Baruch College, School of Public Affairs,
Center for Nonprofit Strategy and Management
The session includes:
• 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
12/06/07
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EXECUTIVE TRANSITIONS: LEARNING FROM LEADERS
Inaugural Conference
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.
Conference Presenters:
David Birdsell, Dean, Baruch College, School of Public Affairs, CUNY: Welcome & Perspective
Gordon J. Campbell, President and CEO United Way of New York City: Endnotes
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
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
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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
Robert Carmona, President, STRIVE
Linda Selvin, Executive Director of the New York Branch of the International Dyslexia Association Inc.
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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.
Light Breakfast Served
Date:Thursday, December 6, 2007
Time: 8:30 am - 1:00 pm
Location: The Newman Conference Center, 151 East 25th Street, Room 750
RSVP Required - Cost Free
Contact Information:
646-660-6743
Nonprofit_workshops@baruch.cuny.edu
RSVP here
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11/13/07
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HUMAN RESOURCES IN NONPROFIT ORGANIZATIONS: AN ENTREPRENEURIAL APPROACH TO STAFF AND PERSONNEL ISSUES
Baruch College, School of Public Affairs,
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
Space Very Limited - RSVP Required
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10/25/07
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ENGAGING THE COMMUNITY
Baruch College, School of Public Affairs,
Center for Nonprofit Strategy and Management
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)
and
Sondra Youdelman,
Executive Director, Community Voices Heard (CVH)
Seminar Materials:
Presentation: Engaging the Community
Working Material
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09/20/07
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USING RESEARCH AND EVALUATION TO IMPROVE SERVICES AND OPERATIONS
Baruch College, School of Public Affairs,
Center for Nonprofit Strategy and Management
Learn how CUCS uses research and evaluation to reduce chronic homelessness and assist low-income people.
With:
Tony Hannigan,
Executive Director(CUCS)
and
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
For more information about CUCS, go to:
CUCS Website
Download the Presentation:Using Research and Evaluation to Improve Services and Operations
Presentation Videolink:
Using Research and Evaluation to Improve Services and Operations
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