INNOVATE 2018 will feature a diverse set of nonprofit financial experts speaking on industry trends, new technologies, regulatory changes, and much more.
INNOVATE 2018 Keynote
Keynote Speaker: Adrian Bordone, Vice President, Strategic Partnerships, Guidestar
Topic: Evidence of Impact – Challenges and Opportunities in the Shift Toward Outcomes
GuideStar offers a unique value and perspective to leaders in the nonprofit sector. Fundraisers use GuideStar to amplify their organization’s voice – helping reach 30M people a year. Donors, researchers and C-suite executives use GuideStar’s data and intelligence to shape their thinking about financial health, compensation, and, increasingly, evidence of impact. Adrian will share insights from GuideStar and its network of partners – highlighting the challenges and opportunities in the shift toward outcomes and helpful ways you can drive from planning to execution in an outcomes framework at every level of your organization.
About Adrian Bordone: Adrian leads GuideStar’s strategic partnership and business development teams. Before joining GuideStar, Adrian co-founded Social Solutions, a software company committed to using data to generate intelligence that improves outcomes for individuals, families, and communities. His keen insights into the practical and strategic needs of nonprofit and philanthropic organizations, as well as the businesses that are built to serve them, are based on his 20+ years as a practitioner, leader and socially-minded entrepreneur in the sector. Before starting Social Solutions, Adrian taught, suspended and expelled middle school students and led nonprofit adult literacy and workforce development organizations in Baltimore. He attended the Naval Academy and holds a BA from the University of Baltimore and an MLA from St. John’s College in Annapolis.
Financial Leadership Track
Neely D. Duncan, CPA CFE FCPA, Partner, Assurance and Consulting Services, Lane Gorman Trubitt, LLC
Topic: Practical Magic: Taking the Mystery out of Implementing ASU 2016-14
If you work with or for a not-for-profit organization, you’ve probably been watching how the changes in ASU 2016-14 have been unfolding. The AICPA and others have presented overviews and spoken in high-level terms about how the changes are going to affect NFPs, but resources addressing how the changes will truly impact your organization are few and far between…until now. This workshop is designed to provide attendees with fundamental tools necessary to evaluate transaction flow and recording to meet the myriad of changes in the new standard. Using specific examples from the AICPA’s guidance, attendees will work through the distinct aspects of the net asset classifications; investment returns and expenses; and expanded disclosure guidelines. This is one session you don’t want to miss!
About Neely D. Duncan: Neely is a highly sought after national speaker on technical matters in the accounting community. With more than 15 years of auditing experience in public accounting, Neely’s responsibilities include planning, risk assessments, and completion of audit procedures; supervision of staff; and review of work papers and financial statements; and attending board as well as audit committee meetings after completion of an audit. Neely also performs forensic work related to various cases, internal controls consulting, as well as consulting for healthcare practices. In addition to handling the accounting and audit needs of her clients, she advises clients on operational efficiencies, governance issues, and routinely shares best practices with clients gained from working with a variety of organizations.
Nonprofit CFO’s primary function used to reflect the ebbs and flows of transactional financial activity. Then they took this information, analyzed it, and put it context in order to partner, sometimes to muscle in, with leadership to react to pre-determined organizational strategies. That too is in the rearview mirror. Non-profit CFO’s now are assumed to be an assertive organizational leadership voice. They must proactively identify and finance compelling mission investment (leadership, infrastructure, compensation structure, technology, program innovation, new programs, research and evaluation among others) to achieve success and aspirational impact. Nonprofit CFO’s as a profession must ultimately, as the competitive times require, drive the innovative trends for the sector at large. This presentation explores how the nonprofit sector will rely on innovative CFO’s to build financially sustainable organizations to enable the nonprofit sector to assert it’s unique corporate societal role with appropriate and greater measurable impact.
About Russell Pomeranz: Russell has 30 years of experience connecting non-profit mission to financial sustainability. While currently President and CEO of the Claverack Advisory Group, a consulting firm, Pomeranz learned from his experience as COO/CFO of the Vera Institute of Justice, director of finance at the Council on Foreign Relations, CFO at Spence Chapin Services to Families and Children and Business Manager at the Maret School where he also taught Geometry. Pomeranz is President emeritus of several nonprofits including the Columbia County Historical Society and Workforce Professionals Training Institute (WPTI) and Treasurer of Jobpath. Articles and whitepapers related to the non-profit financial function have been published in the New York Times, CPA Journal, Chronicle of Philanthropy and Blackbaud. He has a degree in economics from Haverford College and an MBA from the University of Michigan.
Jon Dartley, Ph.D., Counsel at Perlman+Perlman, LLP
Topic: Data Privacy and Data Security in the Age of the Data Breach – What Everyone Needs to Know and Do Today
In this session, Jon will define what constitutes personal and sensitive information, also known as PII, as well as discuss recent statistics to provide some context for this session. He will then cover a general overview of some laws and regulations related to the collection of PII, including first steps as well as some best practices for preventing data breaches. Other data breach scenarios will also be discussed.
About Jon Dartley: Jon has more than fifteen years of experience representing nonprofit organizations in a wide variety of business matters and legal transactions. He has extensive knowledge in matters relating to privacy and big data, technology, outsourcing, software, intellectual property/licensing, internet-related transactions, general corporate matters and venture-related funding.
Kenneth R. Cerini, CPA, CFP, D.A.B.F.A. Managing Partner, Cerini & Associates, LLP
Topic: How to Survive a Government Audit
About Kenneth R. Cerini: Ken is the Managing Partner of Cerini & Associates, LLP and is the executive responsible for the administration of our not-for-profit and educational providers practice group. In addition to his extensive audit experience both at Ernst & Young, LLP, and Cerini & Associates, LLP, Ken has been directly involved in providing consulting services for nonprofits and educational facilities of all sizes throughout New York State.
Ken has won numerous awards and has been quoted in publications such as Newsday, Long Island Business News, the Long Island Press, and the New York Times. Ken is the editor for three of the five newsletters published in-house by the firm, including The Lesson Plan, written for school districts; The Special ED-ition, published for special education providers; and The NFP Advisor, written specifically for the nonprofit sector.
Matthew Becker, Director – Nonprofit Industry Group, BDO USA, LLP
Topic: Tax Reform – The Effect on Nonprofits
The 2017 Tax Cuts and Jobs Act fundamentally changes US tax law affecting all sectors of the U.S. economy, including all types of nonprofits. Whether your organization is a donor-driven charity, a private foundation, trade association, the effects facing your nonprofit are the most impactful the industry has seen in over 30 years. Participants will learn what the 2017 tax legislation means for their organization and understand the impact on nonprofit organizations.
About Matthew Becker: Matthew is a Director in the Nonprofit and Healthcare Practice in the NY Metro Area office of BDO. Matt’s range of nonprofit expertise includes social service organizations, membership and religious organizations, non-governmental organizations, public charities and various types of employee benefit plans.
Lisa M. Brauner, Partner, Head of Employment Law Practice, Perlman+Perlman, LLP
Topic: What Nonprofits Need to Know to Avoid Costly Legal Mistakes in the Workplace: Top 10 Do’s and Don’ts for 2018
About Lisa M. Brauner: Lisa Brauner’s practice focuses in the area of employment law, specifically advising and representing employers in workplace law-related matters. Lisa counsels and advises employers in many aspects of the employment relationship, including avoidance of litigation, wage/hour compliance, preventing unlawful discrimination, harassment, and retaliation, reductions-in-force, lawful hiring and terminations, disability, pregnancy and religious reasonable accommodation issues, as well as compliance with federal, state and local laws and regulations. Lisa has extensive experience representing and defending employers in court and arbitration, including successfully first-chairing both jury and bench trials, responding to EEOC and other governmental agency charges and audits, and handling unfair labor practice charges.
Sage Intacct Tracks
Linda Pinion, Principal Sales Engineer Supporting Account Executives & Channel Partners, Sage Intacct
Topic: Various Sessions covering Sage Intacct
Linda has 25+ years Solution Selling with Tier 1 Software organizations as well as vertical expertise within Hospitality, Healthcare, Nonprofit, Manufacturing, and Distribution. Linda is also the Co-Founder of UDA Star Foundation.