Nonprofit Finance Webinar Series for Hudson Valley Nonprofits

This is an informative series on Financial Management in a post-COVID world. All sessions will be recorded. This series is brought to you by the Hudson Valley Funders Network and is open 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 in NY)  

It is recommended to have at least 1 staff and 1 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:
  • 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 will be given out at the end of each session.

Budgeting Effectively: A Team-Based Process

Date/Time: June 23, 2021, 10:00am- 12:00pm

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’ll 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


HVFN Webinar: Nonprofit Financial Health Assessment

Date/Time: July 7, 2021, 9:30am- 11:30am

Presenter: Phil Rosenbloom, Tarn Consulting

This session will provide an introduction on how to assess a nonprofit’s financial condition and needs with a particular focus on risk assessment during uncertain times. We will 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.


HVFN Webinar: Post-COVID Financial Planning

Date/Time: July 21, 2021, 1:00pm- 3:00pm

Presenter: Phil Rosenbloom, Tarn Consulting

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


Financial Management Boot Camp

Dates/Time: Fridays, 9:00-11:00 am, September 17 – November 5

Offered through Nonprofit Westchester, this is an in-depth, eight-part program for executive directors, CEOs and senior financial staff of small to medium-size nonprofits to build financial capacity and better institutionalize sound financial practices.

$150 for NPW members. $275 for Non-members.

For a detailed program description and to REGISTER»

Rebuilding for IMPACT

Date/Time: June 17, 2021, 9:00am – 2:00pm

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. Participants will learn about the continued unequal impact of COVID to better understand how to support impacted communities. Additionally, those attending 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


Today’s Cybersecurity Landscape – Protecting your Nonprofit

Date/Time: June 3, 2021, 12:00 PM – 1:30 PM ET

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.

  • 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

Free for Nonprofit Westchester members, $20 for non-members.


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

Date/Time: May 19, 2021, 12:00 pm – 1:00 pm

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

Presented by NYCON, this webinar will discuss 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 include ideas on how nonprofits may position themselves to receive some of this funding. The webinar will also provide general updates on PPP, EIDL and SVOG programs.

FREE for NYCON Members. $30 for Non-Members.


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 features national nonprofit Tech Impact’s experts answering specific nonprofit questions related to technology issues like cyber security, digital fundraising, and donor management systems.



DEI Webinar Series

Foundations for Building Diverse, Equitable, and Inclusive Nonprofit Organizations

Date/Time: May 18, 2021, 2:00 pm – 5:00 pm

Presenter: Neonu Jewell, J.D., M.B.A., Christmas Jewell Consulting

This interactive seminar for Hudson Valley nonprofits explores why DEI matters to nonprofits, terms and definitions, and strategies for building diverse, equitable, and inclusive organizations. This session will also include breakout discussions to further discuss putting these concepts into action in your organization and communities.


Making DEI Real in Your Nonprofit – Countering Micro-Aggressions and Bias to Build an Anti-Racist Culture

Date/TIme: June 16, 2021, 2:00 pm – 5:00 pm

Presenter: Neonu Jewell, J.D., M.B.A., Christmas Jewell Consulting

This interactive seminar supports organizations (staff and board members) as they build from articulating DEI values to completing the DEI assessment and then creating a strategic action plan. We will discuss strategies to identify and counter the micro-aggressions, biases, and exclusions that get in the way of diversity, equity, and inclusion. This session is intended only for organizations that have purchased the DEI Assessment from NYCON. Nonprofits serving and located in Columbia, Dutchess, Greene, Orange, Putnam, Rockland, Sullivan, Ulster and Westchester Counties can receive the DEI Assessment for free by emailing Julie Brannon at NYCON.


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.


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


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.


  • 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?


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


Bridges to Board Service Webinars

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.