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Program and Snack Sponsor
Venue Sponsor
Beverage and Marketing/PR Sponsor
Special thank you to Baruch College School of Public
Affairs for being the Space sponsor for this session,
and the MPA Club as a co-sponsor. Please also
check out the Executive Certificate Programs,
which may be of particular interest to Nonprofit
leaders as courses cover topics such fundraising, working with NGOs, advocacy, and
public speaking. please visit http://www.baruch.cuny.edu/spa/academics/executive-
certificate-programs.
Also check out the Executive Certificate Programs offered at the School of Public
Affairs, which may be of particular interest to Nonprofit leaders as courses cover
topics such fundraising, working with NGOs, advocacy, and public speaking.
www.baruch.cuny.edu/
Livingston PR is a public relations consultancy
serving nonprofits (philanthropies, associations)
and small business. We help organizations to
stand out through strategic communications, media relations/spokesperson
training, social media engagement, strategic alliances, speaking engagements and
more. www.livingstonpr.com
Inkwhy (www.inkwhy.com) is a technology-driven company building a product for
online advertising and e-commerce purposes. Inkwhy means "I need knowledge, what
have you?" and the company culture is centered around learning and growth.
Triumph Advisors has helped non-profits and
businesses grow since 2004 by empowering them
with entrepreneurial divergent thinking and a
unique combination of finance and operations
experience. As a collaborative strategic advisor,
our greatest successes is transforming businesses and generating unforeseen
revenue opportunities. www.Triumphbc.com
Meetup/Startmeeting Sponsor
June 18, 2015
Strategic Planning
and Budgeting for
Nonprofits
Join the conversation and stay posted
on upcoming NED events!
NED LinkedIn Group: http://bit.ly/nedgroup
NED Meetup: http://bit.ly/nedmeet
TOPIC: Strategic Planning and Budgeting for Nonprofits
Professor Dan Williams BA, MEd, Professor at Baruch College
Mr. Williams has taught at Baruch College since 1995 after
nearly 20 years with the Virginia Medicaid program at the
state and local levels. From the mid-1980s through early
1995 he was the budget director for the Virginia Department
of Medical Assistance Services. At Baruch, Professor Williams
teaches budgeting, performance measurement, and ethics.
In recent years he has primarily taught budgeting. He has
innovated methods for teaching online using videos and spreadsheets to help
students succeed in the partly self-directed online environment. Professor Wil-
liams’ research focuses primarily on budgeting, performance measurement, and
the history of public administration. In 2014, he and co-author Joseph Onochie
received the Jesse Burkhead Award from the Board of Directors of Public Finance
Publications, Inc., for “The Rube Goldberg machine of Budget Implementation, or
Is There a Structural Deficit in the New York City Budget?” Public Budgeting & Fi-
nance, 33(4), 1-22. www.baruch.cuny.edu/
About Nonprofit Executive Directors (NED)
Meetup + LinkedIn Groups (bit.ly/nedmeet and bit.ly/nedgroup)
The Nonprofit Executive Directors Group was founded in January 2015 by Janice Dru,
a senior marketing executive, entrepreneur, and nonprofit board member. The
group is co-managed with Julie Livingston, president, Livingston PR and Danette
O’Connell, president Triumph International Business Consulting. NED’s mission is to
provide accessible forums—both live and virtual—for nonprofit executive directors
to discuss and share best practices in a changing 21st
century landscape. Participants
include current, former and aspirational leaders in the nonprofit space as well as
volunteers, service providers, and resources who seek to help nonprofits grow.
MONTHLY NED EVENT: 3rd Thursday
PR and Marking for Nonprofits (NED EVENT) on 7/16/15 at 6:00 PM—
LOCATION AKF Group - One Liberty Plaza, 165 Broadway, 22nd Floor
*LOOKING FOR SPACE AND/OR SPONSORS FOR OUR UP COMING EVENTS.
Please volunteer your space to continue the success of NED.
Danette L. O’Connell, President of Triumph International Business
Consulting
Danette O’Connell has been helping companies grow and
expand since 2004 with Triumph International, as a Finance
and Operations Executive. With her entrepreneurial divergent
thinking she is able to generate unforeseen revenues, reach
new levels of profitability and improve processes and proce-
dures for maximum efficiency.
She has over 20 years of a proven track record in positioning
organizations through dynamic start-up, turnaround and accelerated growth
periods. Ms. O’Connell is instrumental in building and managing all aspects of a
business transformation. She is proficient in strategic planning, financial plan-
ning, and business transformation. She has gained the reputation through
satisfied customers and growing businesses.
Ms. O’Connell holds an MBA in International Business, a Bachelor’s in Business
Administration and an Associate’s in Computer Management. She holds certifi-
cates in Leadership Training - Dale Carnegie, PMP - Project Management Acade-
my, Analyzing Global Trends for Business and Society - Wharton University, The
Governance of Nonprofit organizations - University of New York, Successful Ne-
gotiation: Essential Strategies and Skills - University of Michigan.
www.triumphbc.com
Allan Freedman, Advisor, Public Private Partnerships & Innovation—
International Rescue Committee
Allan Freedman is the International Rescue Committee’s
advisor for public private partnerships and innovation
based at IRC’s New York headquarters. He has served as
director, leading country teams, in some of the globe’s
most difficult places, including executive-level country
director posts in Liberia, Bangladesh and Afghanistan. He
has lead change management processes, organizational
strategy, start ups and turnarounds in challenging and under resourced contexts.
He is passionate about designing strategy that builds on the character, culture
and inherent strengths of diverse teams, or thinking from the inside out. He is
currently leadings IRC’s new effort to build public private partnerships and
innovation. www.Rescue.org

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NED (Nonprofit Executive Directors) Program - Strategic Planning and Budgeting

  • 1. Program and Snack Sponsor Venue Sponsor Beverage and Marketing/PR Sponsor Special thank you to Baruch College School of Public Affairs for being the Space sponsor for this session, and the MPA Club as a co-sponsor. Please also check out the Executive Certificate Programs, which may be of particular interest to Nonprofit leaders as courses cover topics such fundraising, working with NGOs, advocacy, and public speaking. please visit http://www.baruch.cuny.edu/spa/academics/executive- certificate-programs. Also check out the Executive Certificate Programs offered at the School of Public Affairs, which may be of particular interest to Nonprofit leaders as courses cover topics such fundraising, working with NGOs, advocacy, and public speaking. www.baruch.cuny.edu/ Livingston PR is a public relations consultancy serving nonprofits (philanthropies, associations) and small business. We help organizations to stand out through strategic communications, media relations/spokesperson training, social media engagement, strategic alliances, speaking engagements and more. www.livingstonpr.com Inkwhy (www.inkwhy.com) is a technology-driven company building a product for online advertising and e-commerce purposes. Inkwhy means "I need knowledge, what have you?" and the company culture is centered around learning and growth. Triumph Advisors has helped non-profits and businesses grow since 2004 by empowering them with entrepreneurial divergent thinking and a unique combination of finance and operations experience. As a collaborative strategic advisor, our greatest successes is transforming businesses and generating unforeseen revenue opportunities. www.Triumphbc.com Meetup/Startmeeting Sponsor June 18, 2015 Strategic Planning and Budgeting for Nonprofits Join the conversation and stay posted on upcoming NED events! NED LinkedIn Group: http://bit.ly/nedgroup NED Meetup: http://bit.ly/nedmeet
  • 2. TOPIC: Strategic Planning and Budgeting for Nonprofits Professor Dan Williams BA, MEd, Professor at Baruch College Mr. Williams has taught at Baruch College since 1995 after nearly 20 years with the Virginia Medicaid program at the state and local levels. From the mid-1980s through early 1995 he was the budget director for the Virginia Department of Medical Assistance Services. At Baruch, Professor Williams teaches budgeting, performance measurement, and ethics. In recent years he has primarily taught budgeting. He has innovated methods for teaching online using videos and spreadsheets to help students succeed in the partly self-directed online environment. Professor Wil- liams’ research focuses primarily on budgeting, performance measurement, and the history of public administration. In 2014, he and co-author Joseph Onochie received the Jesse Burkhead Award from the Board of Directors of Public Finance Publications, Inc., for “The Rube Goldberg machine of Budget Implementation, or Is There a Structural Deficit in the New York City Budget?” Public Budgeting & Fi- nance, 33(4), 1-22. www.baruch.cuny.edu/ About Nonprofit Executive Directors (NED) Meetup + LinkedIn Groups (bit.ly/nedmeet and bit.ly/nedgroup) The Nonprofit Executive Directors Group was founded in January 2015 by Janice Dru, a senior marketing executive, entrepreneur, and nonprofit board member. The group is co-managed with Julie Livingston, president, Livingston PR and Danette O’Connell, president Triumph International Business Consulting. NED’s mission is to provide accessible forums—both live and virtual—for nonprofit executive directors to discuss and share best practices in a changing 21st century landscape. Participants include current, former and aspirational leaders in the nonprofit space as well as volunteers, service providers, and resources who seek to help nonprofits grow. MONTHLY NED EVENT: 3rd Thursday PR and Marking for Nonprofits (NED EVENT) on 7/16/15 at 6:00 PM— LOCATION AKF Group - One Liberty Plaza, 165 Broadway, 22nd Floor *LOOKING FOR SPACE AND/OR SPONSORS FOR OUR UP COMING EVENTS. Please volunteer your space to continue the success of NED. Danette L. O’Connell, President of Triumph International Business Consulting Danette O’Connell has been helping companies grow and expand since 2004 with Triumph International, as a Finance and Operations Executive. With her entrepreneurial divergent thinking she is able to generate unforeseen revenues, reach new levels of profitability and improve processes and proce- dures for maximum efficiency. She has over 20 years of a proven track record in positioning organizations through dynamic start-up, turnaround and accelerated growth periods. Ms. O’Connell is instrumental in building and managing all aspects of a business transformation. She is proficient in strategic planning, financial plan- ning, and business transformation. She has gained the reputation through satisfied customers and growing businesses. Ms. O’Connell holds an MBA in International Business, a Bachelor’s in Business Administration and an Associate’s in Computer Management. She holds certifi- cates in Leadership Training - Dale Carnegie, PMP - Project Management Acade- my, Analyzing Global Trends for Business and Society - Wharton University, The Governance of Nonprofit organizations - University of New York, Successful Ne- gotiation: Essential Strategies and Skills - University of Michigan. www.triumphbc.com Allan Freedman, Advisor, Public Private Partnerships & Innovation— International Rescue Committee Allan Freedman is the International Rescue Committee’s advisor for public private partnerships and innovation based at IRC’s New York headquarters. He has served as director, leading country teams, in some of the globe’s most difficult places, including executive-level country director posts in Liberia, Bangladesh and Afghanistan. He has lead change management processes, organizational strategy, start ups and turnarounds in challenging and under resourced contexts. He is passionate about designing strategy that builds on the character, culture and inherent strengths of diverse teams, or thinking from the inside out. He is currently leadings IRC’s new effort to build public private partnerships and innovation. www.Rescue.org