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PRESENTERS & PANELISTS

PRESENTERS & PANELISTS
KEYNOTE - Chris Jenkins
Vice President, Program & Product Development, Nonprofit Finance Fund
Chris Jenkins, Vice President, Program & Product Development, has been with Nonprofit Finance Fund since 1997. He oversees business analysis and planning, research and development, advisory services, data collection and distribution, and marketing and communications for all of NFF.
He was previously Senior Director, New York Program, responsible for the delivery of NFF´s technical assistance and financial products in the New York metropolitan area. From 1986 to 1995 he served as Associate Director at the American Institute of Graphic Arts. Before that he spent five years as Associate Director of Residency Operations at Affiliate Artists, Inc. in New York. Mr. Jenkins, who served for three years as the Chair of the New York Technical Assistance Providers Network, received a BA from St. Andrew´s University in Scotland.

Shamir Rolan Ally
Management Consultant, MHRA of NYC INc./FITA

Shamir is a Management Management Consultant for FITA, a service division of Medical & Health Research Association of New York City, Inc. (MHRA). He has over 11 years experience working in corporate audit and corporate finance in the private sector for Fortune 100 companies primarily in the banking and high-technology arenas. Mr. Ally provides one-on-one technical assistance and develops as well as conducts fiscal management training for CBOs. Some of the services he provides include customizing fiscal policies and procedures manuals, conducting trainings on interpreting nonprofit finanical statements and effectively managing government contracts. Before joining FITA, he worked as a Contract Manager in the Prevention Unit of HIV Care Services/MHRA, where he w as responsible for managing both programmatic and fiscal aspects of 18 prevention contracts with budgets totaling over $8 million annually. Prior to that, Mr. Ally was a Fiscal Analyst at HIV Care Services/MHRA, where he managed and monitored 25 Ryan White Title I/Part A funded health care contracts totaling over $5 million annually. Shamir earned a Bachelor of Science Degree in Finance/Banking/Economics as well as History from Adelphi University in Long Island, NY.

Allan M. Blum, CPA
Partner, Loeb & Troper
Allan M. Blum, CPA, is a partner with Loeb and Troper, a professional services firm dedicated solely to the Not-for-Profit and Health Care sectors. At Loeb and Troper, Allan is an audit partner for many of the larger Not-for-Profit and Social Service Organizations in the New York Metro Area. He is a frequent lecturer at both in-house and client related seminars on topics such as internal control, endowments, governance, budgeting and fraud. He is a member of the AIPCA and the NYSSCPA. Allan is also currently the Vice-Chair of the NYSSCPA’s Not-for-Profit Organizations Committee and is the co-chair of this year’s Nonprofit Conference. He has worked in collaboration with the Nonprofit Coordinating Committee, Better Business Bureau, Alliance for Nonprofit Governance and Council of Community Services of New York State aimed at matching CPA’s with not-for-profit organizations that lack board members with financial expertise. (CPA’s on Board).
Don Crocker
Executive Director, Support Center for Nonprofit Management
Don Crocker is the Executive Director/CEO of the Support Center for Nonprofit Management. Don brings more than 30 years of experience in the nonprofit and philanthropic sectors to his work and is nationally recognized as a trainer and consultant in the areas of grants and funding development, developing effective boards, strategic planning, and leadership development.
He has held numerous positions in organizations in the tri-state area including roles as Board Member, Development Director, and Executive Director. Don has been an affiliated consultant to BoardSource (formerly the National Center for Nonprofit Boards) and is a trained facilitator of the BoardSource self-assessment process. Don holds a B.A. in Psychology and an M.S. in Leadership and Strategic Management and is an adjunct instructor of graduate studies at Manhattanville College.
William Dessingue
Executive Director, Charitable Venture Foundation
Bill has an extensive background in corporate and entrepreneurial management. He has been involved with numerous start-up companies. Bill has experience in medical services, computer technology, food service, manufacturing and property development. He has also worked for major, publicly held corporations rising to an executive position with a subsidiary of Syracuse Supply Company, Inc. After leaving the corporate world, he started a general business and finance consulting practice. Soon after, he developed a consulting practice focused on micro-enterprise planning and development.
Currently, Bill has dedicated his efforts in the growing field of venture philanthropy. He is the Executive Director of Charitable Venture Foundation and Program Officer of Housing for Charitable Leadership Foundation. He is additionally on the governance team of the statewide Upstate Funders Alliance, the leadership committee of the regional Grantmakers Alliance of Northeastern New York and the advisory team for the Capital District Homeownership Collaborative.
Charitable Venture Foundation and Charitable Leadership Foundation fund programs in housing, education, job development, human service and capacity building that are innovative, entrepreneurial and outcome based. Bill’s roles include administration, evaluation, program monitoring and technical assistance. Bill has written and lectured to statewide audiences on the topics of venture philanthropy and entrepreneurial ventures for nonprofits. In his spare time, he is a PSIA certified ski instructor in Vermont.
Anne Dyjak
Chief Credit Officer, Financial Services, Nonproft Finance Fund
Ms. Dyjak is the Chief Credit Officer and Director of Financial Services. She oversees credit quality nationwide, providing guidance to the Financial Services team in the underwriting and structuring of loans, management of credit risk, and servicing of NFF clients. Ms. Dyjak joined NFF in September 2005 after an extensive career in traditional commercial and consumer banking, most recently with Wachovia Bank and its predecessors, First Union National Bank and First Fidelity Bank. She has held diverse positions including regional Chief Operations Officer and Vice President of the Special Assets division of Wachovia Bank. She has extensive experience in analysis, strategic planning, risk management and organizational development. Her various responsibilities have included: the origination and underwriting of consumer and commercial loans; management, collection and restructuring of portfolios of distressed loans and real estate; administration of a bank purchase and assumption agreement with the FDIC; and management of a five state region. She has also served as the Finance and Administration Director of a nonprofit organization. Ms. Dyjak is active in community service, and has been the Chair of the NJ Sierra Club Inner City Outings youth outreach program for the past 10 years. She is currently the Chair of the Trailside Museum Association and is a vocalist with the Deer Ridge Singers. Ms. Dyjak holds a BS in Economics from Rutgers University.
Allen L. Fetterman, CPA
Partner, Loeb & Troper, Ret.
Immediate Past Chair, NYSSCPA Not-for-Profit Organization Committee
Allen L. Fetterman, CPA retired in 2003 from Loeb & Troper, where he spent thirty-six years serving not-for-profit organizations as an auditor and consultant, the last twenty-five years as a partner. In addition to his client responsibilities, he was the partner in charge of the firm’s
quality controls and technical resources, which included final review of all audit and attest reports, development of audit procedures and quality controls, issuance of technical releases to partners and staff, and coordination of the firm’s continuing professional education program. He also lectured extensively on professional and technical issues to partners and staff. Allen has served on the American Institute of CPAs Not-for-
Profit Organizations Committee and the Not-for-Profit Audit and Accounting Guide Task Force. He has chaired the New York State Society of CPAs Not-for-Profit Organizations, Professional Ethics, Audit and Quality Controls Committees. He has also served as Vice-President of the New York State Society of CPAs. He currently is the Chair of the AICPA Joint Trial Board.
Allen was an assistant professor of accounting at a local college and has lectured at Yale University and New York University. In addition, he is member of the Faculty Bank of the Foundation for Accounting Education (FAE). He lectures throughout the country on not-for-profit accounting and auditing, federal compliance audits (OMB A-133), tax compliance issues,
governance and professional ethics. He is a past recipient of both the AICPA´s and the FAE’s Outstanding Discussion Leader Award. He has written articles published in national accounting
periodicals in the United States and Israel on accounting and taxes for not-for-profit organizations.
Allen received his BBA in Accounting from The City College of New York in 1968 and his MBA in Accounting from the Bernard M. Baruch College in 1972. He was elected to Beta Gamma Sigma, the national honorary society in business. He received his CPA certificate in 1973 and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Julie Floch, CPA
Director of Nonprofit Services, Eisner, LLP
Julie Floch is Eisner’s Director of Not-For- Profit Services and is the partner
responsible for coordinating the planning and administration of engagements in the firm´s not-forprofit practice. She is experienced with the application of
federal and state tax laws, as they relate to not-for-profit entities, as well as with government auditing standards and the requirements of federal regulations relating to clients who receive government funding. Julie also has a background with personal financial planning and a variety of commercial enterprises.
A graduate of the State University of New York at Binghamton, with graduate studies at Baruch College/ CUNY, Julie is a current member of the American Institute
of CPAs Not-for-Profit Organizations Expert Panel and a member of the New York State Society of CPAs’ committee on not-for-profit organizations (which she formerly chaired)
and its committee on tax-exempt entities. In addition, she is the technical reviewer for the AICPA’s annual not-for-profit accounting videocourse update, and a frequent moderator
and panelist for a variety of its courses.
In 2004, Julie was appointed by the Internal Revenue Service to its Advisory Committee on Tax Exempt and Government Entities, and has served the Independent Sector on one of its panels designed to respond to the Senate Finance Committee. She is on the board of the Council of Community Services of New York State, was a founding member of the Alliance for Nonprofit Governance, and has served on (and previously chaired) the finance and audit committees of the Crohn’s and Colitis Foundation of America.
Jennifer Chandler Hauge, Esq.
Senior Counsel and Director of Special Projects, Nonprofit Risk Management Center
Jennifer is currently Senior Counsel and Director of Special Projects for the Nonprofit Risk Management Center (Washington, DC). For the past 16 years Jennifer has served as legal counsel to public charities and private foundations. During 2000-2005, Jennifer was the New Jersey based Deputy Director of Pro Bono Partnership, a nonprofit that provides pro bono legal assistance for public charities in New Jersey, New York and Connecticut.  During 2006, she served a one-year appointment as Assistant Director of the Panel on the Nonprofit Sector (Washington, D.C.)  focusing on legislative reform, governance practices and financial reporting issues. Jennifer has served on a variety of boards, including the American Camping Foundation (Indianapolis, IN), the Council of New Jersey Grantmakers (Trenton, NJ), the Hyde and Watson Foundation (Warren, NJ) Overlook Hospital Foundation (Summit, NJ) and Episcopal Community Development Corporation (Newark, NJ) and has been a frequent presenter of workshops and seminars for the Nonprofit Risk Management Center over the years. She has authored numerous articles and several texts on personnel practices and risk management topics germane to nonprofits, most recently as co-author (with Melanie Herman) of Taking the High Road: A Guide to Effective and Legal Employment Practices for Nonprofits-2nd Edition (2006).  Jennifer earned a Bachelor of Arts degree from Dartmouth College (Hanover, New Hampshire) and a Juris Doctorate from Boston College School of Law (Newton, MA).  She is a member of the New Jersey, New York and American Bar Associations.

Ghassan Khalil
Sr. Management Consultant, MHRA of NYC INc./FITA

Ghassan is a Senior Management Consultant for FITA, Medical and Health Association of New York City, Inc. He has over 9 years experience working in the nonprofit sector. Mr. Khalil provides one-on-one technical assistance and develops as well as conducts financial management training on a local and national level. He has trained hundreds of organizations on customizing fiscal policies and procedures manuals, demystifying nonprofit finanical statements/reports and effectively managing government contracts. Before joining FITA, he worked as a Grants/Contracts Manager for a local community-based organization where he w as responsible for developing and maintaining systems to monitor and report on assigned public and government grants/contracts and privately-raised restricted funds. Prior to that, Mr. Khalil was a Fiscal Analyst at HIV Care Services, MHRA where he managed and monitored over 30 Ryan White Title I funded health care contracts totaling over 7 million annually. Ghassan earned a Bachelor’s Degree in Business Administration and Accounting from Baruch College in New York City.

Kelly S. Mathews
Sr. Vice President, Financial Accountability and Compliance Services , CCSNYS, Inc.

Joining CCSNYS’ fiscal team in November 1997, Kelly Mathews, since 1999, has led CCSNYS’ Financial and Accountability and Compliance Services (formerly the Nonprofit Accounting Service Center), an innovative program providing financial management technical assistance and training to nonprofit staff and boards of directors throughout New York State. Kelly’s areas of expertise include accounting information systems analysis, selection, conversion, implementation and training; fiscal procedures review and documentation; internal control review and documentation; fiscal manual development and revision; compliance assessment; preliminary audit preparation; financial report development/review; IRS form 990 preparation; fiscal staff oversight, support, and coaching; fiscal infrastructure analysis; chief financial officer search assistance; job description development and review; ongoing fiscal staff coaching; board/staff training and facilitation regarding nonprofit financial management, reporting, and governance structures. She developed and now coordinates CCSNYS’ financial management conference, Camp Finance, held annually in October at Mohonk Mountain House.
For four years, Kelly also served as Director of CCSNYS’ wholly-owned nonprofit subsidiary, Innovative Charitable Initiatives, Inc., which provides an employment and administrative home for nonprofit organizations, collaboratives and consortiums. Kelly is a member of the American Institute of Certified Public Accountants, the Association of Certified Fraud Examiners, the Institute of Management Accountants, the Alliance for Nonprofit Management, Women in Development of Northeastern New York, the National Association of Female Executives, and the New York State Society of Certified Public Accountants, for whom she serves on its Not-for-Profit Committee and co-chaired its Nonprofit Conferences in 2006, 2007, and will again in 2008. She was recently a voting delegate representing New York and the National Nonprofit Congress.
Having provided specific training and technical assistance for many types of nonprofit organizations, including community and rural health centers, volunteer fire departments and districts, arts organizations, libraries, and a variety of health and human service organizations, Kelly speaks regularly on financial management and regulatory compliance topics effecting nonprofit organizations throughout New York and nationally. For the past four years, she has assisted the New York State Attorney General’s Charities Bureau with the development of its annual Charities Symposia and has presented its sessions on Internal Controls for Nonprofit Organizations.
Kelly lives in East Schodack, New York with her husband, two dogs and two cats. An avid gardener, she weeds in her spare time.

David M. Rottkamp, CPA
Partner, Loeb and Troper
Mr. Rottkamp has been providing audit and advisory services to healthcare and not-for-profit organizations for over sixteen years. Well known for his technical acumen, Mr. Rottkamp has specific expertise in auditing providers who serve special needs populations, such as: Aging, Child care, Developmentally disabled, Mental hygiene, Schools and Youth services. Additionally, Mr. Rottkamp has a specific technical knowledge of other agencies and audits, such as: HUD housing projects and OMB A-133 compliance audits. Mr. Rottkamp’s professional affiliations include: American Institute of Certified Public Accountants, and The New York State Society of Certified Public Accountants.
Doug Sauer, CSW
Chief Executive Officer , Council of Community Services of New York State, Inc.
Doug Sauer is the Executive Director of the Council of Community Services of New York State, Inc. (CCSNYS), where he has provided leadership since 1980. He is recognized as a statewide and national leader in the nonprofit sector and is an expert trainer and technical assistance provider. Doug is highly experienced in providing technical assistance and training to nonprofits in such areas as executive leadership, strategic planning, board development, earned revenue strategies, strategic alliances and mergers, organizational renewal, program development, ethics and human resources, as well as financial and risk management. Under Doug’s leadership, CCSNYS has developed two entrepreneurial subsidiaries – Council Services Plus, a licensed insurance brokerage firm; and, Innovative Charitable Initiatives, a nonprofit that functions as an alternative employment administrator for nonprofits.
Doug currently serves as president of the Board of Directors of Council Services Plus and is on the Board of Directors of Governance Matters in New York City. He is past president of the National Association of Planning Councils, Inc; and a former board member of the National Council of Nonprofit Associations, Center for Women in Government in the Rockefeller College of Public Affairs and Policy of the State University; Grafton Free Library and the Berlin Central School District. Doug was a gubernatorial appointee on the NYS National Commission on Community Service (Americorps).
Doug has a Masters degree in Social Work with a concentration in community organization from the University of Pittsburgh. He also has a Bachelor’s in Social Work from the State University at Albany and an Associates Degree in Human Services from Hudson Valley Community College. Doug has taught graduate courses on nonprofit leadership and financial management at the Rockefeller College’s School of Social Welfare at the State University at Albany and has taught undergraduate classes at the College of Saint Rose and Skidmore College. He has received numerous recognitions including the Distinguished Alumnus Award of the Rockefeller College of Public Affairs and Policy.
Seth P. Stein , Esq.
Partner, Moritt Hock Hamroff & Horowitz, LLP, Attorney at Law
Seth P. Stein concentrates his practice in the representation of programs and agencies providing residential, educational and day services to children and adults with handicapping conditions.
Prior to joining the firm, Mr. Stein was a partner at Stein & Schonfeld LLP where a significant portion of his practice involved program development including providing counsel and assistance in opening new programs through all phases of development, incorporation, and establishment; site identification and location; negotiation and acquisition of property; negotiation of state agency capital assistance; community opposition; construction contracts; zoning, land use and environmental issues; program certification; securing judicial approval under the NY Not-For-Profit Corporation Law; and rate setting and agency financing.
Since 1980, Mr. Stein has acted as General Counsel and since 1988, as Executive Director, of the New York State Psychiatric Association, the medical specialty organization representing 4500 psychiatrists in New York State. He also acts as Executive Director and General Counsel to the Alliance of Long Island Agencies, Inc. an association of not-for-profit agencies providing services to consumers with developmental disabilities and their families in both Nassau and Suffolk Counties. In addition, Mr. Stein has also represented voluntary agencies in financing the development of programs including school programs through tax exempt bonds issued by local county industrial development agencies.
Education
New York University School of Law, J.D. 1972 Columbia College, B.A. 1969
Admissions
Mr. Stein is admitted to practice in New York State.
Affiliations
In addition to his professional endeavors, Mr. Stein is involved in numerous charitable organizations.

David J. Watson, Esq.
Sr. Vice President, Legal Accountability & Compliance Service, CCSNYS, Inc.
Partner, Watson and West, PLLC
David J. Watson, Esq. has been employed by the Council of Community Services of New York State since the summer of 1991. Mr. Watson has been instrumental in the development of CCSNYS’ Legal Assistance Center, which he has been the director of since its inception in 1995. The Center provides a wide range of non-representative legal technical assistance services designed to improve the governance and risk management practices of nonprofits. Mr. Watson is also a partner in the law firm of Watson and West, LLP which focuses its practice exclusively on not-for-profit law.

Mr. Watson’s management consultation, training and legal practice is firmly rooted in risk management prevention and practical problem-solving aimed at strengthening the nonprofit corporation, rather than reacting to the legal pitfalls that they so often find themselves in. Mr. Watson received his law degree from Albany Law School and has a Bachelor of Arts degree from the College of Saint Rose. He was admitted to the New York State Bar in January 1994.

 

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