Nonprofit Law and Finance Conference


STRATEGIC SUSTAINABILITY



MAY 18 - 19, 2023



AGENDA



THURSDAY, MAY 18



8:00 - 8:45 AM



North Foyer



Check-in, Breakfast and Coffee



8:45 - 9:00 am



McLaughlin Hall



Welcome



MARNIE TAYLOR





President & CEO
​Oklahoma Center for Nonprofits



JACK MURRAY





Nonprofit Practice Leader
​HoganTaylor



TONY FUNDARO





President & CEO
Philanthropy Southwest



9:00 - 9:50 am



McLaughlin Hall



General Session: Keynote Address



ANDY DAVIS



Associate Vice President of Member Education and Outreach
BoardSource




At BoardSource, Andy Davis leads a team that is responsible for developing all educational resources, training programs, publications, and educational content for the BoardSource Leadership Forum. Andy also oversees external marketing and outreach efforts. Prior to joining BoardSource, Andy served as a professional development coordinator for Quality Enhancement for Non-Profit Organizations (QENO) in Wilmington, North Carolina. He holds a master’s degree in public administration with a concentration in nonprofit management from the University of North Carolina at Wilmington.



10:00 - 10:50 am



Breakout Session 1



SARA BARBA



Room 506





Topic: Federal Policy Update - Legislative Threats to Philanthropy



MADISON HORN



Room 502





Topic:

Cyber-Space: Navigating the Universe of Risk and Regulation



TONY FUNDARO



Room 503





Topic: Current Trends in Philanthropy



MATTHEW SCRAPER



Room 504





Topic: Change Management - Understanding & Guiding Your Organizational Culture



11:00 - 11:50 am



Breakout Session 2



JONATHAN BLUM
& NYKOLAS McKISSIC



Room 506





Topic:

Be Reasonable - Executive Compensation for Nonprofits


STEVE TAYLOR



Room 502





Topic: Navigating the Rancor in National Politics & Federal Opportunities for Nonprofits in Oklahoma



JAKE WINKLER



Room 503





Topic: Single Audits - What You Need to Know



CARRIE SHELTON



Room 504





Topic: Strategies for Maintaining Retention & Engagement



12:15 - 1:15 Pm



General Session: Keynote Address



NADINE DECHAUSAY



Director of Learning and Insights
Communities Foundation of Texas




At CFT, Nadine Dechausay is committed to storytelling to advance collective understanding of implementation experiences and helping leaders use data and evidence for continuous program improvement. Nadine previously oversaw grantmaking for the W.W. Caruth Jr. Fund at CFT, introducing new practices focused on equity, transparency and using design to support social innovation. Nadine continues to serve as a contact for organizations working in restorative justice, diversion and re-entry, education, racial equity, and initiatives related to social connectedness and belonging.



1:30 - 2:20 Pm



Breakout Session 3



MARNIE TAYLOR



Room 506





Topic: Reflections on Leadership & Governance



SALAH BOUKADOUM



Room 502





Topic: Sustainable Philanthropy and Impact Investing



MELANIE SMITH



Room 503





Topic: Dismantling Myths about Nonprofit Sustainability



KYLE BRITT



Room 504





​Topic: Neurodiversity in the Workplace



2:30 - 3:30 Pm



Breakout Session 4



JACK MURRAY



Room 506





Topic: Mitigating Fraud Risks



RICH ANDERSON



Room 502





Topic: Show Me More than the Money – Keys to Sustainability (including money)



CHRISTINE CAVE



Room 503





Topic: Recruiting and Retaining the Post-COVID Workforce



NATALIE OSSENFORT



Room 504





Topic: Supporting and Advancing Advocacy: Rules Public and Private Foundations Need to Know



3:30 - 4:30 PM



McLaughlin Hall



Networking



FRIDAY, MAY 19



8:30 - 8:45 am



North Foyer



Check-In, Breakfast and Coffee



8:45 - 9:00 am



McLaughlin Hall



Welcome



9:00 - 9:30 am



General Session: Nonprofit Sector Update



9:45 - 10:30 AM



Breakout Session 1



BETH ADELE



Room 506





​Topic: Marketing Resilience - Tools for Success



COLTON STRAWSER



Room 502





Topic: A Complete Picture - How to Calculate & Communicate Indirect Program Costs



RON BRUNER



Room 503





Topic: The Challenge of Creating a Unified and Sustainable Team Culture



JONATHAN BLUM
& NYKOLAS McKISSIC



Room 504





Topic: Two Sides of a Coin - Drafting and Negotiating Grant Agreements between Private Foundations and Public Charities



10:45 - 11:30 Am



Breakout Session 2



JASON RINCKER



Room 506





Topic: Making your Non-Profit Cyber Resilient



TINA HANNA



Room 502





Topic: Social Entrepreneurship: Sustainability with Mission Alignment



RON BRUNER



Room 503





Topic: Staff Retention - Building on a Sustainable Team Culture



SUZANNE SMITH



Room 504





Topic: Nonprofit Mergers and Acquisitions: A Path to Greater Impact & Sustainability



12:00 - 12:50 Pm



General Session: Keynote Address



CLAUDIA SAN PEDRO



President
Sonic-Inspire Brands




Claudia San Pedro sets the strategic direction for SONIC and is responsible for overseeing the brand’s marketing and operations teams. Claudia was named the 2022 Restaurant Leader of the Year by the editors of Restaurant Business. She was also included on the HERoes Women Executive Role Model List 2021, honored as part of Nation’s Restaurant News’ 2021 Power List: Women of Influence, named one of LATINA Style’s 2020 Corporate Executives of the Year and was featured on Entrepreneur’s 100 Powerful Women 2020 list.



1:00 - 1:50 PM



Breakout Session 3



JOSHUA RANDOLPH



Room 506





Topic: Planned Giving Basics and Strategies



JENNIFER MECKLING



Room 502





Topic: Leveraging Endowment Toward Sustainability



JERI HOLMES



Room 503





Topic: Organizational Policy and Compliance



SHANNON COOPER



Room 504





Topic: Protecting Your Organization - The Growing Importance of Implementing a Donor Due Diligence Policy and Program



Conference Adjourned



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