Nonprofit Connected Communities Conference


BPM and Neuberger Berman are excited to welcome you to the conference on Wednesday, January 17, 2018 at the Parc 55, San Francisco! We hope you are looking forward to a great day of informative sessions and networking.

Handouts for the conference are available below. All handouts are in PDF format. We suggest you download any handouts on your personal electronic device. Please note, some speakers have elected not to provide handouts below or to provide hard copy handouts during their session. If you have difficulty accessing the handouts, please contact Lisa Griffin.

We encourage you to bring your electronic device to the conference. Internet access will be available so you may view and download any additional handouts needed.

This conference is eligible for 6 CPE credits.

Connected Communities 2018 Program & Agenda

A guide to assist you with the conference. Receive insight on sessions, speakers and exhibitors.

Keynote Speaker: The Empire Strikes Back: The Coming Deregulation of the Financial Sector

Steve Eisman of The Big Short

Senior Manager, Neuberger Berman

Steve Eisman, portrayed in the 2015 motion picture based on Michael Lewis’s bestselling book, The Big Short, will reflect on the crisis of 2008 and where he sees opportunities in the current market. Steve will focus on deregulation of the financial sector and its potential impact on markets going forward.

The Modern Chief Financial Officer Revolution: Discussing the Skills and Tools Necessary to Scale Your Organization


Michael Baker, Practice Development Manager, Sage Intacct

Paula Saidy, Senior Manager, Advisory, BPM


Jolie Bou, Chief Financial Officer, Samaritan House

Shari Freeman, Chief Financial Officer, Room to Read

Jackie Vasilatos, Director of Strategic Finance, GuideStar

Hear from the experts on how they have modernized their accounting/finance functions, as well as tools and strategies for success.

What You Need to Know About Tax Reform


Jean L. Tom, Partner, Davis Wright Tremaine LLP

Thomas C. Schroeder, Senior Counsel, Tax-Exempt Organizations & Charitable Giving, University of California, Office of General Counsel

We will review the key provisions of the tax reform bill that will affect non-profits, colleges and universities. 

Before Your Next Office Lease – What to Know, What to Do, and What to Watch For

Paul Picciani, Partner and Senior Vice President – Tenant Representation Services, Kidder Mathews

This session will provide a detailed overview of what nonprofits and foundations should be aware of before signing their next office lease. Paul Picciani of Kidder Mathews, who focuses exclusively on the needs of office tenants with a substantial emphasis on nonprofits & foundations, will talk through each step of the process and provide helpful tips to make your next lease as smooth, sensible, and cost-effective as possible.

Sexual Harassment Overview, 2018 Employment Law Updates, and Hot Topics for Non-Profits


Victoria Tallman, Associate, Davis Wright Tremaine LLP

William David, Associate, Davis Wright Tremaine LLP

Don’t let your organization become the next news headline. Come learn about California law on sexual harassment, and how to limit your organization’s liability.  In this session, we will also cover California Employment Law Updates for 2018, as well as a few hot topics for non-profits.

Effective Information for Security Risk Management


David Trepp, M.S., Partner, IT Assurance, BPM

Martin Fox-Foster, Claims Manager, G2 Insurance Services

One of the biggest challenges around information security is figuring out how to defend against threats and what to do about breaches. Determining how to develop an information security program and the best course of action after a breach can be daunting, even for highly technical decision makers. David and Martin will discuss what to do, before and after a breach.

Sage Intaact Dashboards: Delivering Performance Measures to Decision Makers

Katie McCloskey, Sales Support Engineer, Sage Intacct

Financial insights are a critical element every decision-maker needs, but there is more to the story.  Incorporating operational performance measures into the information provided for insight allows those in decision making roles to make choices based on more holistic data. This session will focus on how to make this level of insight with both financial and performance measures visibility a reality.

The ABC’s of ESG Investing


Jonathan Bailey, Managing Director, Head of ESG Investing, Neuberger Berman

Elizabeth Cribbs, Head of Corporate Social Responsibility and Foundation President, Neuberger Berman

For those of you newer to the world of ESG Investing, join us for an interactive conversation to learn more. This session will cover what ESG investing is (ESG 101) and the benefits it can provide, ways to begin thinking about integrating it into your investment process and establishing appropriate guidelines, as well as innovations in the field.

Tying Labor Costs to Funding Sources, and Why This Can Lead to More Service Delivery


Ryan Anschuetz, Vice President External Channels, ADP

Christine Selva, Sales Executive, Major Accounts, ADP

Labor costs typically represents the largest expense to a non-profit organization. With this expense comes the importance of reporting accurately back to grants and funding sources. Ryan Anschuetz, VP of Channels & Alliances will cover how some of the best run non-profits are tracking and reporting this expense back to funding sources in order to insure renewals and increases, as well as positioning themselves for new funding opportunities.

Impact Investing For Your Whole Portfolio


Jonathan Bailey, Managing Director, Head of ESG Investing, Neuberger Berman

Jennifer Signori, Senior Vice President, ESG Investing, Neuberger Berman

Endowments and foundations are increasingly considering how their investment portfolios are generating social and environmental impact alongside investment returns. Led by Jonathan Bailey and Jennifer Signori of Neuberger Berman’s ESG and Impact Investing team, this session will discuss how investors can have portfolios with investments spanning asset classes and the impact spectrum, which collectively contribute to total portfolio impact.

Sage Intacct Dashboards: Dashboard Strategies

Katie McCloskey, Sales Support Engineer, Sage Intaact

Dashboards are a great, modern way to deliver insights across organizations. This session will focus on the variety of ways dashboards can be leveraged for improved insight, address the question of “what to dashboard,” and what should be considered as an organization starts to share information via dashboards.

Strategies for the New Not-for-Profit Financial Reporting Standard


Daniel Figueredo, CPA, CGMA, Partner, Nonprofit Industry Group Leader, BPM

Shannon Winter, CPA, Senior Manager, South Bay Nonprofit Leader, BPM

The FASB’s new Not-for-Profit Financial Reporting Standard (ASU 2016-14) will change the way not-for-profit financial statements are presented and what information is presented to users of the financial statements. The new guidance is effective for years beginning after December 15, 2017 which means for a calendar year end the new guidance is effective for your annual audit for December 31, 2018. Are you ready for the new disclosures and implementation? This presentation will highlight the changes, provide examples, and provide strategies for the implementation as well as the summary of the changes.

Spend Management: What Is It and Why Nonprofits Should Care

John Parisi, Senior Business Development Manager, Concur

Most non-profits seek to maximize the amount they can spend on program work and minimize their administrative spend. One way for non-profits to reduce the cost and the amount of time spent on administrative tasks in the back office is to leverage technology that automates their accounts payable and expense reporting process. Attend our session and we will walk you through the steps to streamline your expense reporting and AP processes, improve transparency and compliance, all while keeping your team motivated and engaged.

Effective Strategies to Connect with Funders

Elizabeth Cribbs, Head of Corporate Social Responsibility & Foundation President, Neuberger Berman

Whether it be data, volunteerism, or board engagement, share your best strategies for connecting with funders and learn from others’ best practices. This session will explore what works best to establish and maintain a strong connection with funding sources.

Transformation from Historian to Strategist


Michael Baker, Practice Development Manager, Sage Intaact

Paula Saidy, Senior Manager, Advisory, BPM

Whether your nonprofit is a foundation, public charity, social advocacy group, or trade organization, you’re commitment to your mission and your community depends on you. You depend on your employees, volunteers, and donors. You also depend on your IT infrastructure to help secure the success of your nonprofit and, for long-term growth, you need to move from being a data historian to a strategist. Learn of the challenges that face nonprofits during this time of constant change and how, with the help of technology and innovation, today’s cloud-based solutions are helping nonprofits solve their biggest challenges and enable them to deliver on their mission.