Managing your Nonprofit’s Online Presence with Legal Best Practices

Date/Time: October 13, 2021, 12:00 PM – 1:00 PM ET

Location: Webinar

Price: $30.00

Speaker(s) name & organization:

Kulsoom Hasan, Esq.
Damion Josephs Esq., IBM Corporation
Teddi Maranzano, Patent Agent, IBM Corporation

You have spent weeks developing your nonprofit’s website – everything looks amazing and today is the day you go to publish. But have you considered the legal ramifications of the website? Do you have permission to use the images you’re using? Should you have a Privacy Policy? Today, virtually all nonprofits maintain a website and have a presence on social media. Please join us to learn about important legal considerations in creating and maintaining your organization’s website and in using other social media platforms.

TOPICS TO BE COVERED
  • Establishing trust with your website users
  • The importance of having a website privacy policy and a terms of use policy
  • Using content from third parties on your website
  • How to protect your organization’s name, logo, and other intellectual property
  • Identifying and managing risks with maintaining your website
  • How to properly collect and manage data from your site
  • Disaster recovery – what happens if your site goes down?
  • Things to think about when using other social media platforms (Twitter, Facebook, Instagram, etc.)
  • Legal issues if you are soliciting donations from your website

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Board Recruitment in the COVID Era: Using Social Media to Create Connections and Candidates

Date/Time: Wednesday, September 22, 2021, 12:00 pm – 1:30 pm

Hosted by: New York Council of Nonprofits, Inc. (NYCON)

Finding board members has always been a challenge, and with Covid-19 resulting in the elimination of in-person networking and outreach efforts, the problem has only intensified. For many nonprofits, the default has been a holding pattern on recruiting new board members, but there is a great opportunity presented now in a world forced to interact primarily online. Nonprofit organizations are seeing significant increases in social media engagement, and it is this newfound visibility and awareness that can create connections to new board candidates. This session will share real-world examples from other nonprofits that have used social media to benefit their board and will share examples.

This session is free for all HVFN Organizations (Columbia, Dutchess, Greene, Grantees of the Foundation for Community Health in CT (and in NY), Orange, Putnam, Rockland, Sullivan, Ulster, and Westchester Counties in NY, and Berkshire, MA.

$30 for Non-Members.

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Nonprofit Finance Webinar Series for Hudson Valley Nonprofits

This is an informative recorded series on Financial Management in a post-COVID world. Nonprofits should consider having one staff and one board member from your organization attend each session. Attendees who require additional support to implement the concepts addressed in the webinars may also be eligible for limited follow-up technical assistance to address topics such as those listed below. (Limited to organizations in Columbia, Dutchess, Greene, Orange, Putnam, Rockland, Sullivan, Ulster, and Westchester Counties in NY; Berkshire, MA; and grantees of the Foundation for Community Health in CT and NY.)
  • Incorporating risk analysis and scenario planning into the budgeting process
  • Producing financial reports that clarify performance and key strategic concerns for management and board
  • Establishing working capital and reserve targets and policies
  • Assessing financial viability of organizational restructuring
  • Ramping up financial and governance and oversight processes

Details about how to take part in the follow-up technical assistance are given out at the end of each session.

Budgeting Effectively: A Team-Based Process

Presenter: Kelly Mathews, COO, Sr. VP Financial Management Group NYCON

A good budgeting process engages everyone who is responsible for implementing its priorities. It can get complicated as budget development and decision-making are driven by mission, financial need, opportunities and the Board’s fiduciary responsibilities for monitoring and oversight. The process should include enough time for review of strategic priorities and allow for review, feedback, and revisions.

Once a budget is in place – how do you manage this “living, breathing” document? As we have learned over this past year, things can change and having a good budget as a foundation can assist us with both navigation in the current period and adaptation for future sustainability.

In this session, we cover:

  • The 6 P’s of budgeting
  • Knowing ourselves – the sources of our revenue
  • Mapping our year – the good, the bad and the ugly
  • Thinking strategically-the impact of current decisions on future periods

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Nonprofit Financial Health Assessment

Presenter: Phil Rosenbloom, Tarn Consulting

This session provides an introduction on how to assess a nonprofit’s financial condition and needs with a particular focus on risk assessment during uncertain times. We also conduct a high-level review of the various financial impacts the pandemic has had on nonprofits to date, potential sources of ongoing risk as organizations look to reopen, and considerations for the roles of management and board in financial oversight.

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Post-COVID Financial Planning

Presenter: Phil Rosenbloom, Tarn Consulting

Expanding on the concepts addressed in Workshop 1, this session dives deeper into financial planning practices for nonprofits seeking to chart a financial course for reopening as the pandemic recedes. Topics include cash flow and budget projections, scenario planning, and setting reserve goals in the context of financial uncertainty. We also address broader financial considerations for growth in response to increased community need and structural changes such as mergers in response to financial pressures.

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Rebuilding for IMPACT

As we move towards a post-pandemic world, United Way of the Dutchess-Orange Region aims to provide nonprofits with the tools necessary to be successful. This webinar discusses the continued unequal impact of COVID to better understand how to support impacted communities. Additionally, participants will be equipped with Human Resources best practices as laws and policies have significantly changed in the past year. We may all be struggling with making critical connections with donors, funders, and partners after a year on screen –  therefore we will provide training to further meaningful connections and partnerships. Finally-it’s been quite a year! We will have an expert presenter motivate us as we transition to a post-COVID future.

Program Schedule:

Welcome & Introductions: Jeannie Montano, President & CEO, United Way of the Dutchess-Orange Region
Motivation & Empowerment:  Donna Johnson-Klosky, MBA, PCC, President, DJ Consulting Services, Inc.
COVID’s Unequal Impact:  Megan Deichler, MPH, Executive Director, Catskill Hudson Area Health Education Center
Community Collaboration: Making Meaningful Connections & PartnershipsBabette Baker, Affiliate Consultant, Support Center
Navigating Human Resources & Best Practices:  Janet Giannetta, Partner Visions Human Resource Services, LLC
Closing:  Melissa Clark, Senior Director of Community Impact, United Way of the Dutchess-Orange Region

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Today’s Cybersecurity Landscape – Protecting your Nonprofit

Speaker(s) name & organization: 
Daniel R. Alcott, Esq., Chair of the Not-for-Profit Department, Dorf & Nelson LLC
Michelle W. Cohen, Esq., Chair of the E-Commerce Group, Ifrah PLLC

The “new normal” of remote and hybrid work requires attention to policies, practices, and legal matters that protect your nonprofit organization, clients, patients, members, donors, and volunteers.

KEY TAKEAWAYS
  • A better understanding of Federal and State Laws and Legislative Actions
  • Proactive tips for reviewing and updating privacy policies
  • Learning from the Blackbaud data breach case

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How Can Nonprofits Access ARPA State and Local Fiscal Recovery Funding?

Presenter: Andrew Marietta, Vice President of Regional Development, NYCON

Presented by NYCON, this webinar discussed the American Rescue Plan Act State and Local Fiscal Recovery Funding that local governments will be receiving in 2021 and how these funds can be spent. The discussion will included ideas on how nonprofits may position themselves to receive some of this funding. The webinar also provided general updates on PPP, EIDL and SVOG programs.

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Ask the Tech Impact Experts Panel

Moderated by: Andrew Marietta, New York Council of Nonprofits

Panelists from Tech Impact:
Chris Baranec, Infrastructure and Security Consultant
Kimberly Sanberg, Digital fundraising instructor
Jahzeer Terrell, IT Security Associate

Facilitated by NYCON and supported by MVP Health Care, this special panel featured national nonprofit Tech Impact’s experts answering specific nonprofit questions related to technology issues like cyber security, digital fundraising, and donor management systems.

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Legal Issues with Managing a Remote Workforce

Speaker: Sami Asaad, Esq., Partner, FordHarrison LLP

This webinar offers practical suggestions regarding policies and procedures that nonprofits should consider when some or all of their workforce is working remotely. It also provides a high-level overview of several major challenges that nonprofits face when adapting to the virtual world, including managing productivity and performance, complying with wage and hour rules, cybersecurity issues, loss of office culture and connection, and more.

Whether you’re supporting virtual work in the current environment or deciding whether to go fully virtual in the long term, this webinar is relevant to your needs. 

Note: although the program is focused on Connecticut nonprofits, most of the information shared will be generally applicable to nonprofits throughout the tristate region.

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Tech Impact Webinar Series

Visit the Tech Impact Course Page to access webinar recordings on the following topics:

  • Digital Fundraising – including Optimizing your Website, Email Fundraising, and Social Media Fundraising
  • Making your Donor Management Systems Work Harder and Better
  • Cybersecurity

Top Ten Legal Issues for Nonprofits

Date/Time: May 13, 2021, 12:00-1:30 pm

Speaker & Organization: Maurice Seagall, Director, Pro Bono Partnership

The “new normal” of remote and hybrid work requires attention to policies, practices and legal matters that protect your nonprofit organization, clients, patients, members, donors, and volunteers.

Key takeaways will include:

  • The current top ten legal issues facing nonprofits
  • What to look out for and how to address these issues

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Who calls the shots? What you need to know about vaccines.

Speaker name & organization: Jennifer Grudnowski, Esq., Pro Bono Partnership

As more people are getting vaccinated against COVID-19, employers have many questions about how to manage their workforce in the face of this ever-changing landscape. In this brief webinar, we address some of the issues you should be thinking about when determining how to manage vaccinations in your workforce.

QUESTIONS COVERED WILL INCLUDE

  • Can employers require employees to be vaccinated?
  • Can employers encourage or incentivize employees to get vaccinated?
  • How do employers deal with a workforce that might include a mix of vaccinated and non-vaccinated employees?
  • Do employers have to give time off to employees for vaccinations/recovery time after being vaccinated?
  • Can an employer ask if an employee has received the COVID vaccine?

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Financial and Audit Impacts of the Pandemic

This webinar recording is available to NYCON members via the member portal on their website.

Presented by: Rebecca Reynolds, CPA and Jennifer George, CPA of RBT CPAs.  

From remote work to PPP loans to donor fatigue, the pandemic has definitely impacted the way NFPs operate. Join us for a discussion of best practices and accounting FYIs. You’ll also hear insights from a local NFP that is thriving in spite of all the COVID challenges.  

RBT CPAs is a NYCON Corporate Ally. RBT CPAs, LLP enjoys over a 50-year history of providing audit, tax, accounting, and business development consulting services to business owners in the Hudson Valley and New York Metropolitan area.  

Strategic Partnerships in the COVID Era: The Nonprofit Landscape

With unprecedented challenges before and ahead, what are different methods for mission-aligned nonprofits to ensure social impact?

This session explores the factors, dimensions and impacts of our changing and uncerain nonprofit corporate landscape; what it means for those seeking restructuring solutions what the core models are, including mergers, affiliations and substantive shared services; and what state regulatory changes are needed to support our sector’s efforts in this regard.

Participant Takeaways:

  • Gain up-to-date awareness as to the strategic impact of the COVID-19 era on nonprofits
  • Understand the practical pros and cons of, and processes associated with, the core restructuring models
  • Learn the impact of state regulatory processes that may apply and the changes that are needed

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Bridges to Board Service Webinars

(Note: Upon “registering” you will be provided a link to a previously recorded webinar.)

Re-Imagining Nonprofit Governance in the COVID Era

The impact of COVID has been significant on the nonprofit community, and organizations have struggled to adapt and embrace how to operate and function in the era of social distancing. Organizations across NYS have taken a crash course in technology and online meetings to support their governance operations and maintain compliance. With these changes have come new opportunities, including new ideas for nonprofit boards to consider about engagement and governance. This timely workshop will explore the potential for a new vision of board governance.


Financial Responsibilities of Nonprofit Boards

Almost all nonprofits have faced some level of financial upheaval as a result of COVID-19. During this difficult period, it is especially critical for nonprofit boards to conduct regular financial oversight and support management in assessing risk and refining strategy. This introductory session is intended for board members seeking to learn how to interpret their nonprofit’s financial data in order to assess sustainability and risk tolerance, and ultimately to inform decision-making. We will focus on how to read common financial statements, key metrics of financial health, as well as outlining the key financial oversight processes boards and finance committees should undertake in order to carry out their fiduciary duties.


Nonprofit Financial Planning in Response to COVID

Even for nonprofits with significant financial planning experience, the pandemic is presenting an unprecedented array of challenges. Factors such as remote program delivery, changing community demand, canceled fundraising events, and shifting priorities of key donors and funders have led many nonprofits to both a period of immediate financial risk as well as longer-term questions about the sustainability of their pre-pandemic business model. Building on the core concepts addressed in the Financial Responsibilities of Nonprofit Boards, this webinar is intended to provide a framework for undertaking comprehensive financial planning in a time of crisis. The session will primarily focus on financial risk assessment, differentiating short- and long-term financial planning processes, scenario planning, and the role of boards and finance committees in financial planning.


Board Recruitment in the COVID Era: Using Social Media to Create Connections and Candidates

Finding board members has always been a challenge, and with COVID-19 resulting in the elimination of in-person networking and outreach efforts, the problem has only intensified. For many nonprofits, the default has been a holding pattern on recruiting new board members, but there is a great opportunity presented now in a world forced to interact primarily online. Nonprofit organizations are seeing significant increases in social media engagement, and it is this newfound visibility and awareness that can create connections to new board candidates. This session, presented by Andrew Amrietta of NYCON and Barbara Paxton of Boardstrong, shares real-world examples from other nonprofits that have used social media to benefit their boards. In addition, the session provides a walk-through of the newly revised board matching website, BoardStrong.

Nonprofit Financial Planning in Response to COVID-19

The COVID-19 pandemic is presenting nonprofits with an unprecedented array of challenges. Not least among these is the question of how to remain financially viable at a time of program closures, canceled fundraising events, and an emerging economic environment that could produce lasting impacts on donor and funder support. For nonprofit managers and board members who may be feeling overwhelmed by the variety of financial risks and decisions they are facing, this webinar (originally presented in April 2020 by Phil Rosenbloom of Tarn Consulting) provided a framework for undertaking comprehensive financial planning in a time of crisis. The session focused primarily on near-term cash flow and budgetary planning, as well as financial governance considerations.

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