This track is generously sponsored by Nonprofit Insurance Alliance.
| Back to Camp Finance 2025 Schedule | Full Faculty List |
This page will be updated regularly with clickable bios and session descriptions. Note, this schedule is subject to change, please reference this page for up-to-date information.
Benefits Administration Explained
Offering employee benefits is an important part of attracting and retaining staff. Nonprofit capacity and HR turnover can create gaps, resulting in inconsistent administration of your organization’s benefit plans. This workshop will explain the basics of what is needed to ensure proper benefits administration. Topics such as eligibility, staff classing, qualifying events, open enrollment, how/when to enroll/term staff as well as setting up payroll deductions and billing will be covered. Whether you are new to your role as a benefits administrator or are a season admin veteran, attendees will be given practical explanations and tips to help them in their roles.
Peter Andrew, CPIA
CEO, Council Services Plus
Eric Laughlin, CPIA
VP, Business Development, Council Services Plus
Reimagining Your Nonprofit's Strategic Vision: Navigating the Evolving Landscape
It is essential to adapt your nonprofit’s strategic vision to navigate an increasingly complex environment. We will share strategies designed to help you bolster your organization’s resilience, ensure sustainability and prepare for future growth. Topics to include (1) navigating economic uncertainty, (2) adapting to the changing risk landscape, (3) ensuring sustainability and viability and (4) managing talent and technology risk.
David M. Rottkamp, CPA
Partner, Not-for-Profit Practice Leader, Grassi
Vanessa M. Gordon, CPA
Principal, Nonprofit Practice, Grassi
Preparing for Your Audit: A Fiscal Team Approach
NYCON's Fiscal Team has been complimented year after year by our audit firm for the work they do to prepare for our annual audit. Hear from the NYCON Treasurer, our CFO, and COO, also Executive Director of NYCON Affiliate Good Causes, Inc., on practical strategies to implement throughout the year to be ready when field work begins.
Sarah M. Hopkins, CPA
Partner, Lumsden McCormick
Michelle Jarvais
CFO, NYCON, Inc.
Kelly Mathews
COO, Sr. V.P. Financial Management Group, NYCON, Inc.
Adapting Financial Strategies Through an Unpredictable Economic Landscape
Recent changes in the economic environment offer nonprofits both unique opportunities and challenges in budget development. Utilizing strategic planning tools and conducting cost/benefit analyses can aid in successfully navigating these evolving conditions.
During this session, we will discuss:
- Economic conditions that create challenges
- Planning for anticipated impact of recent tax legislation
- Diversification of assets
- Concentration risks related to significant donors or customers
- Non-cash donations including cryptocurrency, and the importance of gift acceptance policies
- Best practices
Candice Meth, CPA
Partner, EisnerAmper
Jessica Dima, CPA
Manager, EisnerAmper
Lending, Leases and Mortgages - Oh My!
Navigating Real Estate Decisions for Nonprofit Organizations
For many nonprofit organizations, the requirements for geographic location and physical space are anything but static. As missions evolve, services expand or contract, and staffing needs fluctuate, the places that once fit perfectly may no longer serve the organization’s best interests. The building a nonprofit purchased a decade ago, or the lease signed in a different era, might become a source of burden rather than opportunity as times change.
This session will provide insight to:
- Understand the evolving space needs of your organization
- Evaluate the pros and cons of leasing, purchasing, or repurposing property
- Prepare for the financial reporting and compliance demands of real estate transactions
- Learn how potential lenders evaluate lending opportunities for capital projects and working capital
- Engage with banking and real estate professionals early in the process
- Prioritize mission fit and future flexibility in all facility decisions
We will hear perspectives from 3 financial professionals – a CPA, a commercial banker and a real estate broker – who bring significant experience to the conversation.
Andrea S. Kantor
Managing Director, Not-For-Profit Banking, Webster Bank
Jessica L. Richer
Licensed Real Estate Broker, Hanna Commercial Real Estate
Moderator: Allan Blum, CPA
Partner, New York Metro Area – Healthcare Market Leader, Forvis Mazars
Navigating Employee Leave: An Employment Attorney’s Perspective on Costly Scenarios and Prevention
This presentation will provide a concise overview of federal and state employee leave and accommodation laws, including the Americans with Disabilities Act, the New York Human Rights Law, Paid Family Leave, and NYS and NYC Paid Sick Leave Laws. The session willaddress employer obligations in New York State regarding workplace accommodations, including leave, and employee rights to leave for intermittent periods. Attendees will learn tonavigate these complex laws, empowering them to manage employee attendance and preventleave abuse, ultimately saving time and money.
Emina Poricanin, Esq.
CEO, Forework LLC.
More Than Admin: How Overhead Powers Your Mission
Let’s talk overhead — what it really means, how it gets allocated, and why it matters. In this webinar, nonprofit accounting experts will break down functional expenses, explore real-world cost allocation practices, and discuss how overhead affects external perceptions — from watchdogs to funders to other stakeholders. We'll move beyond the myths and into how overhead can be a powerful strategic tool when understood and communicated clearly.
Learning Objectives
- Clarify what "overhead" includes and debunk common myths surrounding it.
- Describe how overhead costs are allocated across programs, management, and fundraising.
- Recognize the perspectives of watchdogs, funders, and stakeholders on functional expenses and overhead ratios.
