Recruiting and Onboarding for Diversity and Inclusion

A diverse nonprofit board that includes people of all genders, races, ages, sexual orientations, cultural backgrounds, and levels of ability, will consider a variety of perspectives and ultimately make more informed decisions. But diversifying your board comes with challenges – how do you find new board members outside of your immediate circle? How do you ensure your board will embrace and respect a wider range of opinions and perspectives? Preparing for and embracing a diversified board requires commitment, planning, and humility.

In this session, we discuss how to help identify, attract, and retain diverse volunteers for your board. We also talk with a nonprofit leader who has successfully used our BoardStrong platform to grow and diversify the board of their organization.

This webinar was supported by the Hudson Valley Funders Network and presented by BoardStrong.

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Deepening Board Engagement and Impact

October 20, 2022 – 12:00pm – 1:00pm

Good governance is about more than just showing up. Engaging board members requires good communication, ongoing support, and opportunities to see your mission in action. The pandemic has taken its toll on many boards and re-engaging board members is vital to the organization’s success. A strong board, and especially its leadership should be an ongoing process with year-round activities with clear strategic goals.

In this session, you will learn to recognize what motivates board members to excel in their roles and deepen their ongoing commitment to the organization. We will identify the practices that support engagement and foster leadership development. We will also discuss the importance, role, and responsibilities of an effective Board Development Committee.

Presented by BoardStrong and sponsored by the Hudson Valley Funders Network. This webinar is free.

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Maximizing the Effectiveness and Efficiency of Your Committees

September 15, 2022 – 12:00pm – 1:00pm

Forming committees – smaller groups of board members responsible for overseeing certain areas of work – can be an effective and efficient way of engaging your board, putting directors’ skills to good use, and accomplishing better results. Too many or the wrong type of committees can sap organizational energies and frustrate all involved. Effective committees, on the other hand, require clear mandates, strong leadership, and adequate support and resources.   

In this session, we will discuss the purpose, structure, and creation of effective committees – critical to your board governance – and how you can sustain them as well as use committees to develop board leadership. You will also learn about the importance of defining and communicating the roles of board and staff members in different types of committees. 

This webinar is supported by the Hudson Valley Funders Network and presented by BoardStrong. This webinar is Free.

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Strengthing the Working Partnership of the ED and Board Chair

In this recorded workshop, Barbara Paxton, Chief Program Officer at Boardstrong, explores the critical elements of an optimal Board/CEO partnership and shares tips for strengthening your organization’s leadership connection.

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Mission and More: the Economic Power of the Hudson Valley’s Nonprofit Sector

Speakers:

Andrea Reynolds – President & CEO, Dyson Foundation
Doug Sauer – New York Council of Nonprofits
Chelsea Newhouse – Report Researcher
Yvette Bairan – CEO, Astor Services

Every person in the Hudson Valley benefits in one way or another from the mission-related work and advocacy of the region’s nonprofit organizations. While individual nonprofits work to demonstrate their impact, the sector as a whole has a unique and timely message: nonprofits generate significant economic activity and jobs that form the bedrock of our communities.

Too often, decision-makers are not aware of the true impact of the charitable nonprofit sector, despite depending on it to deliver critical services. To help nonprofit leaders and their champions make the case for the economic impact of the nonprofit sector, the Hudson Valley Funders Network commissioned Mission and More, a report that provides regional and country-specific facts that you can use to demonstrate the scope, scale, and economic impact of the sector while making the case for increased investment in your mission.

To learn more, join the Hudson Valley Funders Network and guest speakers for an informative and interactive webinar. Speakers will provide highlights from the report, a demonstration of the county dashboards, and guidance on how you can use the report as a tool to educate and inform your audiences.

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Are American Rescue Plan Dollars in Your Nonprofit Wallet?

FREE Online Event

Date/Time:

June 9, 2022, 10:00 AM

Speakers:

Doug Sauer, NYCON
Peter Taylor, President, Berkshire Taconic Community Foundation / HVFN
David Thompson, Vice President of Public Policy, National Council of Nonprofits
Jessica Mendieta, Policy Advocate, National Council of Nonprofits

The American Rescue Plan (ARP) provides an unprecedented opportunity for local nonprofits to access much-needed federal funds. The ARP funds that run through state and local governments can be confusingly complex, leaving nonprofits wondering what monies are available for whom, for what, and how they can be accessed. This session, led by national experts on the American Rescue Plan, will clarify these and other questions that you may have. 

Also, the Hudson Valley Funder’s Network (HVFN) in a Town Hall format wants to hear your experiences in successfully or unsuccessfully tapping into ARP funding.  As local philanthropic funders, we are looking for ways that we can assist nonprofits in identifying and accessing the appropriate ARP funds.

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Special Charitable Tax Benefit

The Internal Revenue Service has joined with New York-based nonprofit groups to highlight a special tax provision that allows more people to deduct donations to qualifying charities on their 2021 federal income tax return. Leaders from NYCON and Nonprofit New York Leaders note that the special tax provision provides additional assistance to organizations hit hard by the pandemic, while at the same time benefiting donors.

Click here to read the full IRS News Release.

Click here to view a brief webinar on this topic.

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

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.

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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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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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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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