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“Church First”: Important Updates on the Issues that Affect Religious Organizations

November 2, 2017 @ 8:00 am – 5:15 pm

Presented by CBMS and The Interchurch Center


Conference Schedule — Issues that Affect Religious Organizations 2017

8:00am – 8:30am Check-in and Breakfast

8:30am – 8:45am Opening Prayer and Introduction

8:45am – 9:15am Keynote Speaker: Rev. Dr. James A. Forbes, Jr.

9:15am – 10:15am Leadership Panel

  • Moderator: John Scibilia
    Executive Administrator, Plymouth Church of the Pilgrims
  • Rev. Peter Cook
    Executive Director, NYS Council of Churches
  • Rev. Derek Lecakes
    Bishop, Atlantic District of the Lutheran Church- Missouri Synod
  • Rev. Dr. Robert Alan Rimbo
    Bishop, Metropolitan New York Synod of the Evangelical Lutheran Church in America
  • Donald V. Romanik
    President, Episcopal Church Foundation

10:15am – 10:30am Morning Break

10:30am – 11:30am Mission Driven Development

  • Moderator: Renato Matos
    Partner, Capell Barnett Matalon & Schoenfeld LLP
  • Daniel Martin
    President and CEO, NYC Housing Partnership
  • Rev. Patrick H. O’Connor
    Head of Staff and Pastor, First Presbyterian Church in Jamaica
  • Molly Park
    Deputy Commissioner for Development,
    Housing Preservation and Development (HPD)
  • Donna Cole-Paul
    Assistant Attorney General, Transaction Section Chief,
    Office of the Attorney General
  • Abigail Young
    Assistant Attorney General, Office of the Attorney General

11:30am – 12:30am Responsible Investing

  • Travis A. Allen
    SVP, Senior Portfolio Manager, Alliance Bernstein L.P.
  • Anne K. Bucciarelli, CFA
    Director-Wealth Strategies Group, Alliance Bernstein L.P.
  • Kimberly Davis
    Partner, Alliance Bernstein L.P.
  • Susana McDermott
    Director of Communications
    Interfaith Center on Corporate Responsibility

12:30pm – 1:30pm Working Lunch (option A or B) courtesy of Capin Crouse

A. Update on New Reporting Standards under ASU2016-14
Fran Brown, Partner & Professional Practice Leader-Attest,
CapinCrouse LLP

B. Simple Steps to Cybersecurity
Lisa Traina, Partner,
Traina & Associates, a CapinCrouse Company

1:30pm – 2:30pm Important Lessons from Construction Projects
(Big and Small)

  • Moderator: John Osborn Partner, John E. Osborn P.C.
    Salvatore Barbieri
    Owner, Metropolitan Planning & Management LLC
  • Paula Mayo
    President and Executive Director, The Interchurch Center
  • Moira McClintock
    Partner, Ford 3 Architects, LLC2:30pm –3:00pm Afternoon Break

3:00pm –4:00pm Capital Campaigns and Online Giving

  • Tom Kissane
    Principal and Managing Director, CCS Fundraising
  • Gavan Mooney
    President, Changing Our World, Inc.
  • Stephen J. Nicholl
    Director of Development, Diocese of Trenton4:00pm –5:00pm Protecting Your Assets: Insurance Best Practices
  • Richard Freiman
    Partner, Richard Freiman & Associates PLLC
  • Michael Jakob
    Vice-President, Carriage Trade Insurance Agency, Inc.
  • Lisa O’Brian
    President, Baylis & Geist, Inc.

5:00pm –5:15pm Closing Prayer and Remarks