2019 Annual Nonprofit Conference Breakout Sessions

Whether you’re looking to enhance your skills, boost your productivity, or energize your board, our conference sessions cover a variety of topics for every stage in your career and will provide you with everything you need to be more effective and efficient.

Click here to register!

Morning Keynote

Julia Campbell
We are pleased to announce Julia Campbell as the Morning Keynote! Ms. Campbell has run her Boston-based digital marketing consulting business for almost a decade, focused exclusively on mission-driven organizations. She is the author of “Storytelling in the Digital Age: A Guide for Nonprofits”, a call-to-action for nonprofits to use stories to accomplish their missions. Julia is a frequent contributor to Nonprofit Tech for Good, Social Media Today, Maximize Social Business, Elevation Web, Network for Good, Wild Apricot, and others.

Concurrent Morning Sessions

A | For Everyone, From Interns to CEOs: Discovering the Leader in You
Presenter:David O’Brien, President, Workchoice Solutions, LLC

While many of the fundamentals of leadership have not changed over the last 25 years, today’s workplace requires leaders – and aspiring leaders – to move beyond popular notions of leadership to ensure optimum performance and sustainable organizational success. This high impact, high content presentation will review how leadership has evolved, while providing a meaningful framework for developing your own leadership formula based on your unique set of skills, experiences, and values, regardless of your current position. From CEOs to interns, this workshop will help you find the leader within, and to harness the skills needed to make a sustainable impact within your organization. (Book signing following session!)

B | Riding the Waves of Change through Social Entrepreneurship
Social entrepreneurship is all about riding the waves of change – demographic, technologic, as well as policies and passions. Social entrepreneurship is not just for start-up nonprofits. Several Chief Executive Officers of established CT nonprofits will discuss exciting ventures that define new ways of achieving their organization’s original mission while opening new funding opportunities.


C | Charting the Future: The CFO’s Guide to Strategic Planning
Brad Karson, Director of Client Services, JMT Consulting

The nonprofit finance leader’s role is expanding. Balancing the duties of accounting while playing a transformational role in driving the organization’s strategy can be challenging. Expanded responsibilities create tension between financial and strategic roles, which intensifies the need for better data to inform decision-making. In this session, Brad Karson of JMT Consulting, who has helped thousands of nonprofits on their journey of transformation, will lay out the framework using data and technology to develop a strategic plan.

D | The Future of Medicaid

As federal and state policymakers look for ways to deliver services while maximizing federal funding, more states are changing their Medicaid programs to innovative new models. Federal policy experts from the American Network of Community Options and Resources (ANCOR) and National Council for Behavioral Health (NCBH) will discuss the latest trends in Medicaid funding, creative opportunities for coverage expansion, and the continued push for rate increases at the federal level. This session will kick-off The Alliance’s new initiative to provide the latest information, resources and expertise on Medicaid funding, policy and billing to nonprofits that rely on this funding source. (Panelists: To Be Announced)

2019 Keynote Speaker

Leslie Crutchfield
We are thrilled to announce Leslie Crutchfield as the featured Keynote Speaker for the 2019 Annual Nonprofit Conference! Ms. Crutchfield is a celebrated author, the Executive Director of the Global Social Enterprise Initiative (GSEI) at Georgetown University’s McDonough School of Business, and a Senior Advisor at FSG – a mission-based consulting firm. Leslie co-authored “Forces for Good: The Six Practices of High-Impact Nonprofits,” recognized by The Economist on its “Best Books of the Year” list. Her third book, “How Change Happens: Why Some Movements Succeed While Others Don’t” was released in Spring of 2018. Previously, Leslie co-authored “Do More Than Give: The Six Practices of Donors Who Change the World,” recognized as a “game changer for philanthropy in the 21st century.” She collaborates with FSG on developing new knowledge designed to advance social sector thinking and practice.

As Executive Director of Georgetown’s Global Social Enterprise Initiative (GSEI), Leslie and her team conduct research and deliver programs that help businesses drive shared social, environmental and economic value, and work with cross-sector actors to achieve positive societal change. Click here to learn more.

Concurrent Afternoon Sessions

1 | Mergers & Acquisitions: Is Corporate Restructuring in Your Future?

This session explores how to consider, prepare for and pursue corporate restructuring solutions including affiliations, acquisitions, mergers, joint ventures and shared services. This interactive session will start with an overview of the environment nonprofits find themselves in, and feature case experiences the panelists pursued in making their organizations more sustainable within the new nonprofit landscape. Doug Sauer, session moderator, has facilitated and managed an interdisciplinary team for over 80 mergers, acquisitions and dissolutions in New York.


2 | Recruitment Strategies for Nonprofits in a Tight Labor Market
Lisa Pollock, SPHR, SHRM-SCP, VP & Chief Human Resource Officer, The Human Resource Consulting Group, LLC

With unemployment under 4% and an over-saturated job market, employers are paying more for new hires. This creates significant challenges for non-profit organizations with fixed budgets and limited resources that need to entice an already limited pool of job seekers. Salary compression is just one of the challenges created in our new recruiting market.

Recent Nonprofit Employment Practices Surveys found the hiring gap between nonprofit organizations and for-profit companies has narrowed. As nonprofit organizations gear up to replace retiring leaders and keep up with the growing demand for services, closing this gap will be challenging. This presentation will explore the recruitment and selection process, best practices, building talent pipelines, and developing talent.

3 | Signs and Symptoms: When to Call a Lawyer

Nonprofit organizations may wait until a crisis before calling a lawyer, making time-consuming and costly mistakes along the way. A variety of common legal questions will be explored so that managers can spot brewing legal issues early. This session will cover a broad range of topics, including:

  • Hiring, Firing and Managing Employees in Between: What to do when an employee alleges sexual harassment by a donor? Salaried, hourly, exempt, non-exempt – do you really know that this means?
  • Boards of Directors & By-Laws: Fiduciary What? – Can a director rent space?
  • Bad by-laws: How to spot and fix them
  • Tax Compliance: What is an excess benefit transaction? How much lobbying is too much?


4 | Wellness in the Workplace: A Total Wellness Tune-up with Dr. Steve Sobel
Steve Sobel, Motivational Speaker, Educator & Humorist

Nationally recognized motivational speaker, educator and humorist, Dr. Steve Sobel will be returning to the 2019 Annual Nonprofit Conference for a special presentation. Attendees will be treated to ideas and techniques that will greatly enhance your ability to cope with life’s stressors and challenges. Your mental and physical health will be enhanced as Dr. Sobel provides what you need to increase resiliency, ‘coping capacity,’ and daily ability to deal with life’s demands. Dr. Sobel’s humor and ability to engage his audience will be evident as he challenges everyone to think positively, passionately and powerfully, to navigate through an ever- changing, nonprofit landscape and enjoy the journey!

5 | Solving the Healthcare Puzzle
Rollin Schuster, Managing Principal, The Schuster Group, President and Founder of TANGO (Moderator)

Join us for an interactive discussion on how our country’s most progressive employers are building employee benefit programs that lower costs, provide choice and engage employees. We will discuss how these employers are taking control of their spending and creating a holistic approach to their benefit offerings that meet the needs of today’s diverse workforce. This session will provide an overview of the economic and regulatory environment that will affect how employee benefits are bundled, packaged and delivered. (Panelists: To Be Announced)