The Office of Attorney General Letitia James Presents:
Charities Symposium – Doing Well While Doing Good
May 17, 2023
1:00 - 4:30 pm
Westchester Community College
Hanken Academic Arts Building Theatre
75 Grasslands Rd, Valhalla, NY
***General and Handicapped Accessible Parking located in Parking Lot 4***
12:30 - 1:00
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Registration
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1:00 - 1:30
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Welcome and Introductions
Dr. Belinda Miles, President, Westchester Community College
Jan Fisher, Executive Director, Non-Profit Westchester
County Executive George Latimer
Greetings from Attorney General Letitia James
Update from the Attorney General’s Charities Bureau
Karin Kunstler Goldman, Deputy Bureau Chief
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1:30 - 2:30
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Working Together – Views from the Board Room and Officers
A moderated panel discussion with a President and CEO, a Chief Financial Officer, and a Board Chair representing Westchester area charities who will share their insights and discuss their roles and responsibilities in ensuring their organizations fulfill their charitable purposes and comply with their legal obligations.
Panel Moderator: Andy Aujla, Assistant Attorney General in Charge, Westchester Regional Office
Jirandy Martinez, Executive Director, Community Resource Center
Phil Morton, Chief Financial Officer, Hope's Door
Seth Rosen, Board Member, Westhab, Inc.
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2:30 - 2:40
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Break
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2:40 - 3:40
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Accounting from the Inside Out – Internal Controls and External Accountability
Kelly Mathews, Chief Operating Officer and Senior Vice President, Financial Management Group – New York Council on Nonprofits
Maurice Segall, Director -- New York and Fairfield County, Pro- Bono Partnership
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3:40 - 4:25
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Property Transactions by Not-for-Profit Corporations
Sandra Giorno-Tocco, Assistant Attorney General, Westchester Regional Office
Linda Heinberg, Assistant Attorney General, Co-Chief, Charities Bureau’s Transaction Section
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4:30
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Closing
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