TIME	ACTIVITY	FACULTY	DESCRIPTION
	DAY ONE OCTOBER 4th, 2012
7:30am to 8:30am	Breakfast & Registration	Camp Counselors	Continental Breakfast
7:30am to 8:30am	Breakfast & Registration	Camp Counselors	Full Breakfast
8:30am to 8:35am	Welcome-Plenary Session Introduction	Kelly Mathews, COO & Sr., VP FACS, NYCON
8:35am to 9:15am	NYS Legislative Update – Winners and Losers in the World of Nonprofits	Michael J. Cooney, Esq. Partner, Nixon Peabody, LLP	Mike Cooney of Nixon Peabody LLP will describe the landscape for operating a non-profit in New York, and the issues we should expect to see in the coming year.”
9:15am to 9:20am	Plenary Introduction	Kelly Mathews, COO & Sr., VP FACS, NYCON
9:20am to 10:00am	Defining Who We Are, Not Just What We Do	Doug Sauer, CEO NYCON, Inc.	Sometimes one has to take a risk...and this year, Camp Finance is taking a risk by having our fearless leader Doug Sauer deliver the keynote address.  He prefers facilitating conversation much more than pontificating, but this year he is stepping up to the podium to share what we as nonprofits need to do in face of regulatory over-reach and shaky public, donor and taxpayer confidence.  Be prepared for poignant points to be made and some comic relief.
10:00am to 10:05am	Plenary Introduction	Valerie Venezia, V.P. of Membership and Marketing, NYCON Inc.
10:00am to 10:50am	The Changing Face of Philanthropy	Jocelyn Harmon, Vice President of Marketing, Network For Good.org	With over 1.2 million registered nonprofits in the United States and over 65,000 thousand in New York State alone, how can you ensure the viability of your organization and ensure your fundraising and friend-raising success? Understand and capitalize on the 4 trends changing the face of philanthropy! Join our opening plenary session, with Jocelyn Harmon, VP of Sales, Marketing and Customer Success at Network for Good, to understand how online giving, the changing demographics of our country, peer-to-peer and symbolic giving are dramatically changing the landscape of fundraising.
10:50am to 11:15am	Break - Exhibitor Visits	Camp Counselors
	BREAKOUT SESSIONS     11:15am to 12:20
11:15am to 12:20	Nonprofit Accounting 101: Part 1	Allan Fetterman, CPA	Always a popular session at Camp Finance, join our nationally known expert and learn the fundamental concepts of nonprofit accounting and why we account for our resources so differently than the for-profit sector. This two part session provides an excellent overview for those new to the nonprofit sector, executive or board leaders who need “the basics,” or those Campers who just want a refresher.
11:15am to 12:20	An Insider’s Look at Medicaid: “Anatomy of An Audit”	David R. Ross, Esq., O´Connell & Aronowitz	This workshop will provide you with a brief overview of the Office of the Medicaid Inspector General, the origins of the agency, its purposes, how it is structured, and its audits and investigations. How an audit is conducted and how the audit process works will be discussed. Potential defenses to an audit will also be covered.  Provider misconduct, also known as “unacceptable practices,” will be illustrated along with the various sanctions available to the OMIG, including exclusion from the Medicaid program and enrollment termination. A question and answer period will be provided.
11:15am to 12:20	The Realities of Fundraising in the Social Media Age	Ron Gold, Marketing Works - Public Relations  and Alex Coroneos, Vibrant Creative	Not-for-profits have been either embraced social media with both arms or have hidden from it hoping it would just go away. It won´t. This presentation will discuss: how your organization can learn from other not-for-profits´ experiences; what are realistic expectations when you use social media and how you can implement this valuable communication tool without over-taxing your staff and over-stressing yourself.
11:15am to 12:20	Getting to Yes: Formulating Your Agency’s Public Policy Agenda	Vince Marrone, Public Strategies, LLC	Ever feel pushed and pulled into a lot of advocacy directions, that advocacy work seems to have no end or clear success,  that it is coming at the expense of your provision of programs and services, and you have anxieties about running afoul of federal or state regulations? Given all this plus the fact that funding for advocacy is far and few between, we need to be extremely thoughtful and focused as to what our priorities are and the time and effort that is to be invested.  This session, led by a highly experienced lobbyist for nonprofit causes,  well help you think through how to establish a state policy advocacy agenda that can work for you by being  both strategic and appropriately balanced given your limited resources and time and reporting requirements.”
	LUNCH  12:30pm to 1:35pm
12:30pm to 1:35pm	Annual Luncheon & Urbach Award Presentation	Ellen Kotlow, Board President, NYCON	NYCON Annual Business Meeting. NYCON Members elect the board of directors for 2013. Presentation of the Michael H. Urbach Community Builder Award co-sponsored by the NYSSCPA
1:35pm - 2:10pm	Break - Exhibitor Visits	Camp Counselors
	BREAKOUT SESSIONS     2:10pm to 3:15pm
2:10pm to 3:15pm	Nonprofit Accounting 101: Part 2	Allen Fetterman, CPA	A continuation of session BAS-1. Allen Fetterman continues his information-packed session on nonprofit accounting practices.
2:10pm to 3:15pm	Executive Compensation: Changes, Trends & What You Need to Know	David Rottkamp,  CPA Partner, Not-for-Profit Practice Leader, Grassi & Co.	All of the sudden this past year,  there has been a flurry of state legislative proposals and state agency regulations (Governor’s Order 38)  regarding Executive Compensation and the use of state funds for that compensation.  The fog has not yet cleared  as legislation is expected to be passed this coming year that may very well  cast a much broader net on nonprofits who clearly are not in the highly compensated class.  Attend this session and learn how your nonprofit can  develop executive compensation policies and practices that are appropriate for your organization and circumstances.
2:10pm to 3:15pm	How to Get Media Coverage for Your Nonprofit (And What to do WHEN You Get it!)	Howard A. Levy, Red Rooster Group	Getting media coverage for your organization can provide a tremendous boost in creating public awareness for your work. However, Many nonprofits have a difficult time explaining what they do, especially, when it comes to talking with the reporters. There are many things you can do to prepare in order to take advantage of media opportunities. This session will present the basics of crafting your organizational story in a way that is understandable to the media. Areas we will cover include: The role public relations plays in your overall marketing effort; Best practices for developing your organizational message; How to identify the right media and approach reporters; How to structure your stories for maximum impact; How to use images and videos effectively. This session will include some hands-on activities, so come prepared to share your stories and get feedback.
2:10pm to 3:15pm	Telling Your Story Effectively: The Importance of Message Development & Delivery	Carla Goldstein, Chief External Affairs Officer, Omega Institute for Holistic Health	How does what you say impact your organization´s success? This session will show you how to align your message with your mission and use communication as a key tool for advancing your work across stakeholder audiences.  This will be an experiential workshop designed to help you gain clarity about what you want your message to be!
	BREAKOUT SESSIONS     3:20pm to 4:30pm
3:20pm to 4:30pm	Fraud Prevention in Nonprofit Organizations	Allan Blum, CPA, Partner Loeb and Troper	Fraud is much more broadly defined and is not just embezzlement and misappropriation. This session will focus on the various types of fraud, which includes traditional areas such as embezzlement and misappropriation, and also billing fraud, documentation fraud, improper allocation of costs, and others.
3:20pm to 4:30pm	Finding and Maximizing the Predictability in Your Budget..Anyone Can Do It!!	Gretchen Senez, Deputy CEO/COO, Unity House of Troy, Inc	It may sound impossible, but annual trends, forecasting, and active financial management can reduce the “mystery” in your annual operating and capital budgets.  Evaluating revenue, expenses and cash-flow, creating predictive models or forecasts will reduce the burden of budget creation and management.  While offering your staff, Board of Directors, and donor’s peace of mind during these turbulent economic times.
3:20pm to 4:30pm	Does Your Nonprofit Have it´s Head "in the Cloud?" Should it?	Lisa Rau, Principal, Confluence	This session will be an easy to understand overview of what the primary “cloud” opportunities are for nonprofits at different size points and why. We’ll cover cloud-based phone systems, email / calendar systems, and back-office database systems. Even if you aren’t yet wondering if it makes sense to migrate to the cloud for one or more of your systems, this session will help you understand what the opportunity might be and help in evaluating the decision to move to the cloud. This engaging session will answer the common questions that nonprofits have about cloud-based services.
3:20pm to 4:30pm	Healthcare Reform: Past, Present & Future	Peter Andrew, CEO, Council Services Plus, Inc.	Join our speaker for a discussion about the aspects of the Affordable Care Act (ACA) that have already been implemented, what is taking effect now and what the future may hold for health insurance plans in New York. Attendees will be provided with a refresher on existing mandates while obtaining knowledge to prepare their organizations and their employees for what is to come.
4:30pm to 5:30pm	Check-in and prepare for reception and dinner
5:30pm to 6:30pm	Reception	Camp Counselors	Drinks & Hors D´Ouevres (Open Bar). Network with other campers, exhibitors and workshop faculty at our reception.
6:30pm to 8:30pm	Dinner	Camp Counselors
8:30pm to 10:00pm	Campfire	Camp Counselors	Without a doubt, campers have always reported that the Campfire is one of the most enjoyable experiences they´ve had in a long time. After dinner we will adjourn to the pavilion for peer networking, entertainment, s´more and cash bar.
	Day TWO, October 5th, 2012
7:30am to 8:30am	Breakfast & Registration	Camp Counselors
7:30am to 8:45am	Breakfast & Registration	Camp Counselors
7:30am to 8:45am	Breakfast Roundtable Discussion	Camp Counselors & Presenters
8:00am to 8:45am	NYSCA Member Welcome: Highlighting Benefits and Resources through NYCON	Andrew Marietta, Regional Coordinator, NYCON	This is a special welcome for the New York State Council on the Arts grantees attending Camp Finance.  Come network and meet NYSCA and NYCON staff.  In addition, you will learn about the unique partnership between the two organizations, and the free benefits and services available to your arts organization.
9:00am to 9:10am	Welcome- Review of Day´s Schedule	Kelly Mathews, COO & Sr., VP FACS, NYCON
9:10am to 10:15am	A Conversation with Fran Barrett: Interagency Coordinator for Nonprofit Issues, Office of the Governor	Fran Barrett, Interagency Coordinator for Nonprofit Issues, Office of the Governor and Doug Sauer, CEO, NYCON	Fran Barrett was recently appointed by Governor Cuomo to a newly created position, Interagency Coordinator for Nonprofit Issues. Doug Sauer will talk with Fran about her role, and improved ways that the nonprofits can interact with state government.
10:15am to 10:45am	Mid-Morning Break
	Breakout Sessions Mid Morning 10:45am to 12:00pm
10:45am t0 12:00pm	Corporate Sponsorship Today:  Does Anything Work?	Alice Sachs Zimet President of Arts + Business Partners	Today’s shaky economy presents challenges and frustrations when it comes to raising money from the business community. Today, visibility is no longer enough.  Smart companies and savvy non-profits use sponsorship to deliver measurable results.  You’ll learn what works and what doesn’t in today’s tough marketplace.  How can ‘doing good’ be good for business? What’s the difference between Philanthropy and Sponsorship? What motivates a sponsor today?  How to write for a  business audience? What are the most important benefits to offer ? Case studies round out the class. At the end of the session, you’ll think more strategically, write more effectively, have a greater understanding of the corporate mindset, and the tools to turn a business into a sponsor !
10:45am t0 12:00pm	Assessing the Financial Costs & Benefits of Affiliations	Allan Blum, CPA Partner Loeb and Troper; Anne R. Babcock-Stiner, Esq., General Counsel,  Pathstone Corporation Moderator: Doug Sauer, CEO, NYCON	Corporate affiliations, whether through merger, subsidiary, formation of a Management Support Organization or through shared services are being seriously explored by nonprofits of all sizes across the state in order to gain efficiencies, leverage assets and opportunities, and/or improve services.  Thoroughly assessing and planning for the financial implications and benefits of affiliating is critical to the making a determination and achieving success.  Two experienced co-presenters, a leading CPA and a practitioner of a major nonprofit with many affiliations,  will lead you through what to look for in considering an affiliation from analyzing  audits and financial statements;  what savings you can reasonably expect to achieve; what to look for when combining compensation packages; what hidden costs you may expect; and what solutions may exist.
10:45am t0 12:00pm	Tax Exemption for 501(c)(3)s...Do You Know What You Need to Know?	Allen Fetterman, CPA	For the first time at Camp Finance, join our expert and learn the basics of tax exemption for 501(c)(3) organizations. Topics include acknowledgement of charitable contributions, public charity vs. private foundation status, unrelated business income, lobbying and political activities. This session provides an excellent overview of the topic for the nonprofit CFO or controller.
10:45am t0 12:00pm	TBD	David Rottkamp,  CPA Partner, Not-for-Profit Practice Leader, Grassi & Co.	TBD
12:00pm to 1:15pm	LUNCH      12:20pm to 1:15pm
1:20pm to 2:35pm	Breakout Session    1:20pm to 2:35pm
1:20pm to 2:35pm	Charting Your Course with a (Brilliant) Business Plan	Susan J. Palmer, Founder and President of The Palmer Westport Group	We expect non-profits to operate on a nobler plane than other businesses, and we insist that they focus on public good rather than private. On top of that, we want them to be financially stable, yet, we do not provide access to the tools and practices that businesses routinely employ to perform effectively. In our hands- on “Way to Go” workshop, you will learn from "real world" examples of successful nonprofit business plans.
1:20pm to 2:35pm	Accessing the Tax-Exempt Capital Markets – It’s not as Hard as you Think	Christopher A. Andreucci, Esq., Partner, Harris Beach PLLC.; Julie Krieger, Administrative Vice President, M & T Bank; Seth Stein, Esq., Morritt, Hock and Hamroff, LLP; Dave Barr, Executive Vice President, Gates Capital	We will discuss the history of the use of tax-exempt financing in New York State for not-for-profit organizations to undertake capital projects.  Due to the sunset in law that allowed Industrial Development Agencies issue bonds for non-profit organizations, many entities were left in the cold when trying to access the tax-exempt bond markets.  The presentation will include a discussion of the progression from using an Industrial Development Agency to issue so-called civic facility revenue bonds for non-profit organizations to having a local development corporation issue those bonds and how that development has opened up an avenue to a new source of capital.  The presentation will also include a discussion about how smaller non-profit organizations could potentially pool together and undertake a joint financing, with each organization responsible for only its portion of the debt.  Finally, among the panelists will be a representative from the banking community to provide an overview of the underwriting criteria and other nuances associated with undertaking such financing.
1:20pm to 2:35pm	Against the Odds : Coming Back from The Brink	Gloria Harrington, Executive Director, Family Service Community of Rochester; Terry McDonald, Executive Director Roberson Museum and Science Center; Moderator: Audrey Grifel, Capacity Building Advisor, NYCON, Inc.	Nonprofit life these days  is like a fast rollercoaster with its ups, downs and unknowns.  For many, the difference from the past is that confidence has been shaken in terms of what shape they will be in or whether they will even survive at the end of the ride.  Survival in this environment has sadly become the new measure of success for some.  However, there are many stories to be told and strategies to be shared of community-based  nonprofits going against the odds and turning dire situations into successful ones.  Join this provocative session to hear the stories and strategies of how two organizations have creatively turned crises into opportunities.
1:20 to 2:35pm	The Multicultural Marketing trend: Speaking to diverse audiences	Diana Cardenas, Consultant,EasyNonprofitMarketing.com	America experiences a new mainstream, full of cultures, languages, traditions and values from very diverse groups. The challenge for our nonprofits is to create an effective community outreach, impacting pitch and at the end, their own sustainability strategy by creating proper communication channels that recognize and assimilate the diversity around them. During this session we will discuss some of the diverse audiences we are currently reaching, and some examples on how other organizations have tried to establish an effective dialogue with them. During the session, participants will be encouraged to participate and present their cases, and by the end of the session they will have practical ideas on how to start their own audiences´ segmentation and to develop the appropriate language to communicate with each of them.
2:40pm to 3:50pm	Breakout Sessions    2:40pm to 3:50pm
2:40pm to 3:50pm	Know Your Numbers! Top Ten Questions Funders Ask	Michelle Jarvais, CFO, NYCON, Inc.; Kelly Mathews, COO, Sr. VP FACS, NYCON, Inc.	Join this informative session to help you prepare for funders increasing scrutiny upon applying or renewing funding applications. The bar is being raised as funders look more carefully at nonprofit financial viability before making funding decisions. Learn how you can be ready to answer questions effectively and where to find the information you need.
2:40pm to 3:50pm	Medicaid Self Disclosure: It’s the Law!	David R. Ross, Esq., O´Connell & Aronowitz	Under Obamacare, providers are required to return Medicaid (and Medicare) overpayments received and to explain what happened.  Learn about what “overpayments” are and the “self disclosure” process for repaying the government. Learn how to handle routine overpayments and also when to seek advice on non-routine matters. The federal and state False Claims Acts and their relationship to overpayments will also be discussed. A question and answer period will be provided.
2:40 to 3:50pm	Maximizing Your Grantwriting Team: How Program & Fiscal Staff Can Partner to Craft Winning Proposals	Susan Weinrich, VP of Organizational Development Services, NYCON	This session will help those responsible for writing grants understand the importance of convening a grant writing team that includes the Executive Director, fiscal staff, and program staff in working together to craft a proposal that holds up against outside scrutiny and ensures that the organization does not jeopardize its financial health in the pursuit of ongoing program support. We will focus on writing and integrating key components of the grant proposal including personnel time and effort, program activities and outcomes, the budget, and the budget narrative.
2:40pm to 3:50pm	Social Media "Messaging": Why it´s Different & What Tools Work!	Erik Bunaes, President, Endorphin Advisors, Constant Contact Authorized Local Expert	A session worth waiting for! Designed to follow and build upon yesterday´s "Fundraising in a Social Media World."  This strategic marketing discussion focuses on how and why to create specific content for your social media channels. Erik will discuss your content strategy, creating action-oriented messages that connect, and generating interaction and attention. He will also discuss how Facebook, LinkedIn and Twitter differ and the unique audiences and etiquette of each platform. This is a workshop with specific takeaways, and a great end to the conference, providing tangible tips & tools you can use immediately.
4:00pm to 4:15pm	Conference CLOSING