Powered By Professionals

Powered by Professionals (PBP) (https://www.poweredbyprofessionals.com/) is a national fundraising and event management firm, based in New York City, that specializes in helping charity and non-profit organizations exceed their fundraising goals. Utilizing their unique strategic approach (https://www.poweredbyprofessionals.com/fundraising/), PBP identifies the key individuals involved in your organization including board members, honorees, and committee members, and works with them to transition their personal relationships into fundraising relationships.

Over the last 20 years, PBP has worked with over 100 nonprofit organizations (https://www.poweredbyprofessionals.com/clients/) to maximize their fundraising efforts and in the process have managed and produced hundreds of in-person, virtual, and hybrid events (https://www.poweredbyprofessionals.com/production/), resulting in close to $150 million raised for these charities.

Since the beginning of the pandemic, PBP has been at the forefront of the virtual and hybrid event space (https://www.poweredbyprofessionals.com/hybrid-and-virtual-events/), working with dozens of nonprofits to rethink their fundraising strategy and take both their event and fundraising online. Here are a few tips from PBP that can help you plan a successful virtual fundraising event (https://www.poweredbyprofessionals.com/nonprofit-virtual-event-examples/):


Whether you are looking to go hybrid or fully virtual for your annual fundraising gala, awareness run/walk, or benefit concert, you will need to determine your event format and how you envision it happening so that the rest of the event planning falls into place. Once you have figured out what parts of your event you want prerecorded vs. live, create an event timeline (https://www.poweredbyprofessionals.com/event-timelines/) and run of show to start outlaying your event planning process.


There are so many types of virtual event platforms available now; it can be difficult to decide which to use. PBP is constantly exploring new platforms and revisiting existing ones, as the platforms are continuously evolving and adding new services. Sometimes a combination of different tech platforms works best for your event. PBP has a couple blog posts that can help you pick the best platform for your organization linked here (https://www.poweredbyprofessionals.com/virtual-event-tech-questions/) and here (https://www.poweredbyprofessionals.com/vendor-highlight-tech-platforms/).


You cannot rehearse too much. If your event has live components, you will need to make sure all your speakers know how to access the event, when they will be seen on screen, and how they will interact with the audience. Even if your event is fully prerecorded, you will need to watch your video content many times to find the best places to put any graphics, make sure the videos transition well, and that your program’s message is clear to the audience. The more you rehearse, the more flawless your event will be because you will be able to pick up little details you may not have thought of before.

For more virtual and hybrid event fundraising and event planning tips, tune into our webinar on September 21, where PBP CEO and Founder, Darren Port, will be discussing how to adapt your event and fundraising strategy in a world of COVID-19 uncertainty. More information about the webinar and how to register is below.

Register for the webinar here.

Pulse Center for Patient Safety Education & Advocacy

Interviewee: Ilene Corina

President & Patient Safety Advocate


The Nonprofit Resource Hub is thrilled to announce that our nonprofit partner list is growing. This summer, we added 16 new nonprofit organizations to our community! In this month’s newsletter, we are featuring the Pulse Center for Patient Safety Education & Advocacy. The mission of Pulse CPSEA is to raise awareness about patient safety through advocacy, education & support.

We met with Ilene Corina, President & Safety Advocate at Pulse CPSEA to learn more about the work of her organization and why it’s important everyone knows about their work and how you can get involved.

NRH: How and why did you choose this organization to work with?

Ilene: I founded it in 1996 as a support group for survivors of medical injury when I realized,  after the death of my son, there was no place that people could learn to be aware of medical errors and safe patient care. There were so many stories of death and injury caused by the healthcare system but no one was talking about the how or why in a way patients and their families could learn to avoid an injury or worse.

NRH:  Tell us about one success story you are really proud of.

Ilene:Too many to name – each person helped.  Each program that people attend. Each time someone says “I learned so much”  

Also I was voted in the Top 100 Most Powerful People in Healthcare of Modern Health Care and Top 50 of Becker’s Hospital Review.  About (icorina.com)   I tracked down the people who wrote the article to find out why I was awarded that and they said because they did the research.  Selected for a scholarship for a year’s training from the AHA in patient safety led my work in patient safety and aiding vulnerable populations HealthCareEquality – Pulse Center for Patient Safety Education & Advocacy  and my 13 years as a Commissioner with The Joint Commission holding my own with some of the leaders in patient safety and patient care.

NRH: What is the biggest challenge to working in the nonprofit industry (or with your organization in particular) since the start of the pandemic?

Ilene: I like visiting patients and their families in hospitals and even though studies show that patients with family do better, the rules have changed.  We began Remote Advocacy  Constant Remote Advocacy – YouTube  instead but we have grown since the pandemic and now hold three programs a month and have connected with caregivers and board certified patient advocates around the country.  We have grown faster than we can keep up.

NRH: What’s the latest event you are promoting for your organization and how can the community get involved to support you ?

Ilene: Our Comedy for a Cause is a fundraiser on September 26th but we also need sponsors and help with The TakeCHARGE Campaign programs    

TakeCHARGE 2021 – YouTube  

We are looking for help to plan the TakeCHARGE Campaign.

NRH: What are you most looking forward to as the NRH grows and evolves?  

Ilene:I like networking and meeting new people.  People involved with nonprofits know what it’s like to work hard.  We also need to meet groups of people who we can share TakeCHARGE with and people locally who can become ambassadors for the program/campaign.

NRH: What services would you love NRH to provide nonprofit organizations with?

Ilene:Board members and interns.  We also need advisors. I put in 16 hour days seven days a week and often it’s not enough to feel like I have accomplished anything. I need someone to say I can help run a business.  I am in this for the passion. Not because I have been trained or went to school for it.  Ideally, we need funding to hire an executive director.  We have never had one.

NRH: How can we get in touch with you?  

Ilene: For more information about Pulse CPSEA, log on to: https://pulsecenterforpatientsafety.org/

We would love for our new NRH community members and partners to participate in this year’s TakeCharge campaign. For more information, log on to:


Why You Should (Almost) Never Upgrade Your Copiers Early!

Graphic of copier upgrade losing money

A copier lease should be used as a means to finance a large amount of money, not to hide actual costs from buyers. Unfortunately, because leasing can be confusing, many companies end up paying more than they should for their copiers. Your organization is likely printing less than ever, especially while people have shifted to working from home, but will this last?

Since regulations are loosening up and we can get together in groups again, companies are faced with deciding how and when to bring people back to the office. Perhaps over this last year, many of your paper-based processes have become digital out of pure necessity, and your print volume will never be the same because of it. Other processes simply had to be put on hold because they required in-person interactions. Telling the difference between the two can be difficult.

It is common practice for the copier industry to try to get companies to upgrade their copiers before their lease ends. You may get approached by your sales rep as far out as two years before your lease ends. Sometimes there are good intentions behind this: your copier is breaking down often, or there is software available on a newer copier that can significantly improve a process workflow. Unfortunately, most times, it is simply to keep you locked into your current vendor. There is no way to get out of paying the full amount for a copier lease. When you get “upgraded early,” all that happens is the remaining payments for your current lease are added to the principal for the new equipment lease. So in effect, you pay double the finance charges for whatever that amount is.

Example: Your monthly lease payment is $400 a month and you have 12 months remaining on the lease. Your copier vendor contacts you and says that you should consider upgrading early because you’ll get a great deal, and they’ll be able to lower your payment by $20 a month.

What happens behind the scenes: They add the amount you have remaining on your lease (in this example, $4,800) to the cost of the new equipment. Then, most likely, one of the following occurs:

  1. The new equipment costs less to own than your current equipment, even with adding the $4,800 to the price. Thus your monthly payment will be less. But if you wait until the end of your lease, your monthly payment will be even lower because you won’t be adding the $4,800 to that.
  2. The new equipment cost is comparable to your old equipment, but you save money on the monthly payment even with adding the $4,800 because the terms of the lease are different. For instance, they can give you a longer lease, or your maintenance costs were higher on your previous lease due to automatic price escalations. In either case, your monthly payment would be even lower if you wait until the end of the lease.

Because you are printing less, you will likely not need the same caliber of machine you have had in the past. Over the years, we have seen many times when companies had the copier equivalent of a school bus transporting only one person every day!

Before you upgrade early, I suggest you analyze your invoices over the past few years for how your volume has changed. Most salespeople are used to proposing the latest upgrade to whatever model you have that can print faster, but it may be more than what you need for the future. Do you anticipate more people returning to the office and are unsure how that will affect your volume? Depending on the costs, it may make sense to continue on a month-to-month agreement beyond your lease so you can have a good understanding of where your volume will be before committing to new devices.

For more information on how to make a good decision when it comes to copiers for your office, download our whitepaper “Guide To Understanding Copier Leasing: How To Get A Good Deal & Avoid Tricks!

Jaclyn Morse

By Jaclyn Morse

Lease A Copier Guide


Man in mask outside of building

As we emerged from 2020 into 2021, there were high hopes that we were returning to some level of normalcy. COVID vaccines were, restrictions were loosening up, and employees were starting to go back to work. It seemed we had weathered the storm. Fast forward eight months later and COVID is still the 800-pound gorilla sitting in the room. While COVID deaths are down, the delta variant has brought a resurgence to the pandemic and has created a whole new level of concerns and regulations that will continue to shape the landscape for the balance of 2021 and beyond.

The pandemic has dramatically changed the way business is done, and while it has created a significant level of hardship for everyone, it has had a particularly significant impact on the nonprofit sector, with agencies either in a state of feast or famine. Certain health and welfare organizations are experiencing significant levels of demand, while schools and arts and cultural organization are experiencing significant declines in services and revenue. Add to that staffing shortages, continued concerns with in-person fundraising events, and an everchanging regulatory environment, and it’s no wonder that many nonprofit leaders are finding themselves in crisis management mode.

So what does the future hold for the sector and what do organizations need to do?


Over the last year and a half, the sector has been focused on dealing with the COVID crisis. That still needs to be a significant focus as agencies grapple with vaccination policies (employees and fundraising events), the HERO Act, and the complications of the various CARES Act funding options and how they interplay with government funding (see webinar). Nonprofit leaders also need to focus on where their organizations are going, how their operations and missions may have changed, new service models, changing policies, and more. The sector is dramatically changing, and organizations need to adjust to these changes. For many that may mean some level of merger or other affiliation, changes to delivery models, increased reliance on technology, increased diversity, and more. It might be time to dust off your organization’s strategic plan and set a new path for your organization.


If there is a faint silver lining to the pandemic, it may be that the nonprofit sector advanced technologically by more than a decade over the last year, closing the gap between them and their for-profit brethren. This move to increased dependence on technology is going to need to continue to streamline operations, improve systems and controls, enhance security features, etc. Those organizations that get on-board will be able to enhance communications with donors, measure impact more effectively, monitor key operational indicators more closely, develop more flexible work environments, establish better checks and balances, and provide more meaningful and directed services. For instance, an organization working with the developmentally-disabled population is incorporating technology into consumer goals and experiences to maximize the level of service delivery and keep them connected during these difficult times. This connectivity will continue long after the pandemic is a chapter in the history books. Even so, organizations need to remember that increased technology means increased cybersecurity threats; something that is unfortunately on the rise. Nonprofits will need to continue to focus more energy on ensuring they are protecting information (HIPAA, donor, staff, etc.).

Flexible Workplaces:

Flexible work arrangements will need to be the new norm. Study after study has shown that employees do not want to ever return to the pre-pandemic work environment. Nonprofits will need to find ways to create more flexible working arrangements for their staff, where possible. For many nonprofits that are involved in direct service delivery, this may not be easy, but to retain staff, it is going to be essential for agencies to be more creative in their staffing decisions. This is even more prevalent given the overall lack of quality staff in the marketplace.


The country has become very polarized across many demographics – race, religion, economic status, political party, vaccination choices, etc. As nonprofits, it is very important for organizations to be representative of the individuals they serve. This puts an increased emphasis on ensuring diversity is in place within your organization at all levels – the board, staff, committees, volunteers, vendors, etc. Those organizations that are able to achieve greater diversity will be in a better position to develop appropriate programming, reach underserved populations, and attract fundraising dollars.


We have been extremely isolated during the pandemic and have been called upon to find innovative and creative ways to deliver impactful service. It is essential that this trend continues. People need more services than ever before and they are looking for those services in different ways, different times, different places, etc. Organizations need to be more communicative and adaptive, really taking the time to understand the dynamic needs of their constituents and developing innovative ways to meet those needs. Regular communication and follow-up on how service delivery is effective/ineffective and how your agency can differentiate itself from other similar organizations can go a long way to ensure organizational longevity, especially given the regulatory environment we are in and the likelihood of increased consolidation.


Organizations need to look for ways to strategically collaborate with other agencies, governmental programs, and for-profit entities. It is important for agencies to develop joint programs, shared services, and linkage agreements with other nonprofits. Strong advocacy and open dialogue with funders are necessary to ensure that programmatic needs are being considered and appropriately funded. Nonprofits also need to approach the business community and donors differently. The days of “one size fits all” sponsorships are shrinking. Donors want more open communication, and they want to understand how their donations will be utilized to drive impact. Finally, it is important for agencies to understand that consolidation is going to happen. Government funders and regulators are calling for it. The question will be “what side of the equation will you be on, buyer or seller?”


We’ve lived through in-person fundraising prior to the pandemic and virtual fundraising during the pandemic. As we continue to emerge from the pandemic, fundraising will need to become a hybrid of the two, incorporating the flexibility and accessibility of a virtual event and the social aspects of a live event. This can happen through a single event (simulcasting) or through multiple events throughout the year (some in-person and some virtual).

The pandemic has brought about change, and nonprofits will need to pivot to remain relevant to everyone they interface with. While the sector has and will continue to undergo change due to the dynamic world we live in, a constant remains: nonprofits need to ensure that their voices and messages are heard. We may be communicating differently, but it is important that this communication continues to take place.

This article was also featured in our newsletter NFP Advisor Vol. 24.


Ken is the Managing Partner of Cerini & Associates, LLP and is the executive responsible for the administration of our not-for-profit and educational provider practice groups. In addition to his extensive audit experience, Ken has been directly involved in providing consulting services for nonprofits and educational facilities of all sizes throughout New York State in such areas as cost reporting, financial analysis, Medicaid compliance, government audit representation, rate maximization, board training, budgeting and forecasting, and more.


Silhouettes of people with books

Every nonprofit organization has a board of directors. Every nonprofit organization also has key management personnel. The board of directors govern the organization and its management to ensure that the mission of the nonprofit is being met and it is management’s responsibility to maintain the daily operations that meet that mission and report back to the board. Unfortunately, it is way too often that the line is blurred between board responsibilities and management responsibilities, resulting in inefficiencies within organizational operations and governance. It is crucial that these roles and responsibilities remain separate and that the board remains the governing body, not management.

Who is evaluating the executive director and how often does this occur? What kind of experience do board members bring to the table and is the board of the organization well-rounded? Are board members rotated out regularly? Who determines when a new board member should be brought on and what does the on-boarding process look like? Do proper committees exist to help meet the organizations mission and are those committees regularly communicating with management? Is the organizations reporting produced by management in a timely manner and is reporting consistent with expectations? Is the Board properly assessing risk and monitoring management effectiveness?

In today’s nonprofit, having that proper balance between the Board and management, with proper checks and balances, is going to yield the best results. Remember the Board sets policy, management implements the policy, and the Board monitors the effectiveness of such policy.

There should be regular evaluations of the executive director’s performance by the Board and it is the boards responsibility to establish the ED’s compensation. Is the ED performing effectively? The organization’s mission should be consistently reviewed with respect to all organizational decisions, and operations should be regularly evaluated to determine if they are aligned with the organization’s mission. Since funding is so important for nonprofit organizations, the board should be well-versed in finances. This includes reading and understanding financial statements, understanding organizational funding, and ensuring budgets are followed. Those budgets should be received and reviewed prior to the start of the new fiscal year.

Is the budget reasonable and can it realistically be met? What happens if there are declines in revenue … have contingency budgets been created and approved by the Board so the organization can react quickly?

Budget-to-actual reports should be reviewed regularly throughout the year to ensure the organization is on track and staying within budget, with significant fluctuations explained by management so the Board can appropriately understand and modify financial goals accordingly. At the end of the year, there should be a series of financial reporting created by management and provided to the board for final approval. How did the operations look at the conclusion of the year in comparison to the forecasted budget at the beginning of the year? The board should be investigating any expectations that are not met and making adjustments as necessary to ensure it doesn’t happen again.

The board is responsible for bringing on new board members. What does the on-boarding process look like? Boards should be taking a look at the experience of each member or potential member to ensure they have knowledge of finances, regulations, and standards of the specific industry for which they are governing. These areas should be addressed at all board meetings. Board members should be rotated out every few years to ensure the board doesn’t get stale. It is refreshing to bring in new members and obtain a new perspective. Be sure that terms are staggered so that the majority of the board isn’t all changed at once. Consider a mentoring program so that more senior board members of an organization mentor newer members coming onboard.

How does the Board communicate? Is there a Board portal for free flow of information and access to key documents? Do Board members understand their responsibilities? Are they outlined in a Board agreement?

Does the board have a proper committee structure? Common board committees should include a finance committee, an executive committee, a fundraising/development committee, an audit committee, and a governance/nominating committee. Management responsibility should go hand-in-hand with the committee structure of the board so that the committees, management, and the organization can effectively meet their goals. Establishing a proper committee structure can create efficiencies at Board meetings, can allow for additional expertise within an organization (non-voting community members), and provide for deeper review into issues.

Risk management should be reviewed by the executive director or designated individual regularly and should be reported to the board committees at every meeting. Assessing, understanding, and evaluating risk are key components of risk.

At the end of the day, having a Board and management that are in tune with each other, where management provides appropriate information in a timely basis to the Board and the board asks appropriate questions and brings to the table appropriate insight, will yield the best results for the organization they manage. This requires strong communication and open dialogue and it also requires everyone to know their roles.

This article was also featured in our newsletter NFP Advisor Vol. 24.


Crystal is a member of Cerini & Associates’ audit staff where she focuses on serving organizations across a wide spectrum of industries, including nonprofit, technology, and contractor clients. She has experience performing assurance work and outsourced accounting work, as well as preparing tax returns. Crystal has extensive knowledge surrounding the operations, controls, and environment of the sectors she focuses on. She brings her expertise, diversified background, and helpful approach to all of her engagements.


Woman with binders

The accounting world is never dull, despite what outward appearances and unfair stereotypes may lead one to believe. The Financial Accounting Standards Board (FASB) continually strives to improve the transparency, usefulness, and understandability of financial reporting formed by accounting principles Generally Accepted in the United States of America (GAAP). The unfortunate byproducts of this constant push towards improvement are chaotic periods of standards updates, transitions, and restatements. Just as sweeping new revenue recognition standards are being adopted and implemented, accountants now have to contend with more monsters that have been lurking beneath their beds – a slew of revised lease accounting rules (which we’ll call Accounting Standards Codification, or ASC, 842). ASC 842 will become effective for any financial years starting after December 15, 2021. So, for calendar year entities, that means you will need to implement the new accounting rules in 2022 (unless you have public bond offerings, in which case you should be adopting for the year ended 12/31/20). With these new rules come many new challenges. What we’ve outlined below is a general overview of the new lease standards (the nitty gritty of them is too expansive to fit into this abridged newsletter), the practical impacts for the companies and nonprofit organizations that are forced to adopt them, and our recommendations to best respond to these changes.

It’s hard to sufficiently boil down all of the major provisions of ASC 842, but just know that prior guidance required that capital leases be recorded as assets and related liabilities, with payments reducing the liability balance and creating interest expenses, while operating lease payments were charged directly to expenses, with no assets or liabilities created or affected. ASC 842 still mostly maintains the distinction between capital (now called financing) and operating leases, but all leases (including operating ones) will need to be recorded as right-of-use (ROU) assets and related liabilities. Certainly, there are intricacies to exactly how these assets and liabilities are valued, and how later payments are applied and recorded. Presentation on statements of cash flows and required disclosures are also different as a result of ASC 842 and depending on whether leases are financing or operating. For more detailed help on accounting of leases under ASC 842, consult our recent 2021 NFP Update. There are certain practical expedients available to nonprofits as well, and leases whose terms are shorter than one year may be exempt from the ASC 842 treatments.

The financial statement impact of adding these ROU assets and related liabilities can be significant. Organizations need to be prudent in foreseeing and anticipating these impacts so that candid conversations with key stakeholders can be held. The most obvious of these stakeholders are banks and other potential lenders who frequently attach covenants to lines of credit and other debt arrangements. These covenants typically factor in required interest payments (along with others) as some proportion of related debt. Do lease liabilities qualify as debt? Do the “interest” payments ascribed to these former-operating leases get carved out of these calculations? Debt arrangements tend to be conservative in nature, so it’s probably safe to assume that the most conservative interpretation likely applies. This means that your organization may be in compliance with certain debt coverage covenants in the pre-ASC 842 world but in violation in the post-ASC 842 world. Of course, it seems unfair and arbitrary, but it presents a problem nonetheless. Working capital ratios will be adversely affected as well, as the addition of ROU assets to the statement of financial position (balance sheet for for-profit entities) will principally be to the long-term section, where as a short-term portion of the related lease liability will be presented. So, if you have a current ratio or working capital covenant in place, be forewarned.

By now you realize how intimidating these new lease standards are, and how complicated and potentially-damaging their inevitable implementation will be for you and your organization. Proper planning is essential to best tackle these new standards. Start by identifying all lease arrangements and contracts that are impacted by the new standards. Begin to develop lists of their terms and analyze whether or not you think you can manage this implementation manually or if the volume and complexity is such that off-the-shelf software would be needed to assist. The more leases your organization enters, the more time and financial impact ASC 842 will have on your organization. From there you should determine whether or not you plan on restating prior years of financial statements or applying ASC 842 from the effective date-forward. It’s probably best to not restate though, unless you have a unique and compelling reason to do so. Speak with your auditors and look for their help and guidance to ensure that your proposed accounting treatment at the implementation date and forward seems accurate. Finally, and perhaps most importantly, you absolutely need to open dialogue with any major stakeholders who rely on your organization’s financial statements, be they banks, donors, government funding sources, the Board, or anyone else. They must be informed of the potential negative impact on your financial position, covenants, etc. so that you can proactively move forward and possibly modify current or future loan terms and/or seek covenant violation waivers.

It’s hard to not be cynical about ASC 842, or any major accounting standards updates for that matter. Does the supposed benefit truly outweigh the havoc created in transitioning? Debating the merits of these changes is a fruitless effort though. Look forward, not backward. ASC 842 is here to stay, so it’s best to preemptively understand its full impact on your organization and address any negative ramifications sooner rather than later. The clock is ticking. As always, we’re here to help.

This article was also featured in our newsletter NFP Advisor Vol. 24.


Matt specializes in providing Cerini and Associates’ diverse array of midsized business clientele and nonprofit organizations with valuable consulting and assurance services. He prides himself on value-added, responsive, and innovative service to his clients; with a focus on forward-thinking and creative solutions. Matt has more than seventeen years of experience with many types of complex accounting, auditing, compliance, and general business matters that impact entrepreneurial, established, and nonprofit businesses.


Cyber Security graphic


Let’s start with the good news. Many states within the USA are implementing privacy regulations to protect our individual data. As individuals this is good for us. Finally, companies will face serious consequences in the form of substantial fines for collecting more information than they disclosed, for sharing our information without our explicit consent, or for failing to take reasonable measures to protect our information. Keep that word, “reasonable,” in mind. We’ll be coming back to it.


This started with the European Union implementing the General Data Protection Regulation (GDPR) back in May 2018. California was next, with the California Consumer Protection Act (CCPA). New York has joined the party with its (awkward acronym award winnerStop Hacks and Improve Electronic Data Security Act (SHIELD) in March 2020. Of course, something else was going on in March 2020? No wonder we weren’t paying such close attention to new data privacy laws… There are many, many more laws to come, and federal legislation is in the works as well. You may think that in this highly partisan political environment it’s unlikely federal legislation will pass, but this issue has significant bi-partisan support.


For purposes of this article, we are only focusing on one aspect of these new laws, something they all have in common. The requirement of “reasonable” measures to protect information. So, what do “reasonable” measures look like?

Note that the word “reasonable” has a specific legal definition with a long history within the legal system (cool fact, one of the people most responsible for the “reasonableness” standard was, no joke, named “Learned Hand). For purposes of “reasonable” cybersecurity measures, the Federal Trade Commission provides this language:

“Employing reasonable safeguards to protect the confidentiality, integrity, or availability of data given the type, amount, and sensitivity of that data in relation to the size, sophistication, and capability of the organization.”


But SHIELD provides more specific details, which is quite helpful for those looking to achieve compliance. SHIELD suggests that a “reasonable” cybersecurity program should include, at a minimum:

  • Designation and training of employees to coordinate cybersecurity compliance;
  • The use of third-party service providers capable of maintaining appropriate cybersecurity practices, with safeguards required by contract;
  • Risk assessment of the company’s cybersecurity program, including both the network and software design and the information processing, transmission, and storage;
  • Processes and physical safeguards to detect, prevent, and respond to attacks or system failures;
  • Monitoring and testing of the effectiveness of the cybersecurity program;
  • Processes to safely, securely, and permanently dispose of data within a reasonable amount of time after it is no longer needed for business purposes; and
  • Updates to the program periodically to address changes in the business or circumstances that would require the program to be changed.


But SHIELD provides more specific details, which is quite helpful for those looking to achieve compliance. SHIELD suggests that

Also note that these regulations have requirements for data breach notification. In plain English, if you expose my data to an unauthorized party, you have to tell me about it within a reasonable timeframe. That timeframe ranges from law to law, but typically is between 72 hours at the minimum and 30 days at the maximum.

One aspect of the NYS SHIELD law that is ground-breaking is in how it defines what constitutes a breach. Under the law, a breach refers not only to unauthorized acquisition of protected information, but any unauthorized access to protected information.

For example, access would apply to a situation where an employee of an organization is the victim of a phishing attack, his or her credentials are compromised, providing a cybercriminal with access to personal information that the organization is storing. The cybercriminal does not have to obtain or copy information for it to be considered a breach by SHIELD standards.

If you want to take a deeper dive on these privacy regulations, I recommend you take a look at the terrific guide put together by Whole Whale, A 2020 Pragmatist’s Guide to US Digital Privacy Laws: CCPA, SHIELD.

If you want to get your cybersecurity program in shape (or start a cybersecurity program from scratch), then prepare for a shameless plug:

RoundTable’s Cybersecurity Program provides the very definition of “reasonable measures” for cybersecurity. To learn more about RoundTable’s Cybersecurity Program, book a brief discovery call with one of their experts or give them a call at 866-784-3543.

Whatever you do, please be reasonable.

This article was also featured in our newsletter NFP Advisor Vol. 24.



RoundTable Technology



After a year of cancelled events, postponed events, and virtual events, we are now at the point where in-person and hybrid events are not just a possibility, but a definite probability. With restrictions lessening by the day and week, in-person events are absolutely happening. In the coming months it will be difficult to gauge attendees’ willingness to attend events in person. All in-person events will more than likely be hybrid events, with a strong virtual component for those attendees who feel passionate about supporting your cause but are more comfortable doing that from home.  The importance of creating an engaging virtual program for your nonprofit event is more important than ever.

Creating the virtual program that dovetails nicely with your in-person program and works the best for your virtual attendees depends almost entirely on picking the correct tech platform to stream the virtual portion of your event. After producing 30+ virtual events in the past year, Powered by Professionals has utilized many tech platforms. As we begin working on numerous hybrid events for this fall, we would like to highlight two of our favorite virtual vendors that we are excited to now integrate with our live events: Cadence and OneCause.


onecause logo

When one of our clients was searching for a tech platform for their entirely virtual event, they were looking for a platform that would enable their guests to connect with each other in multiple ways. We suggested Cadence, and PBP worked with Cadence to produce a highly successful, engaging event for all the attendees. Attendees were assigned to breakout rooms based on their history with the organization, both before and after the main program. Attendees also utilized a Facebook-style feed in the lead up and throughout the event, as well as set up personal profiles so that attendees could connect with one another one on one. Cadence also offered a very robust navigation sidebar which really helped to showcase the client’s sponsors and allowed for simple integration with other platforms and websites.

Another client had two points of focus for their virtual event: they wanted a tech platform that would really highlight their silent auction items and make it easy to keep the bidding going throughout the program, and they also wanted their constituents to be able to chat throughout the program and event directly on the main event page. We suggested they use OneCause and their Virtual Event Center, and the client’s event was a rousing success! Virtual attendees chatted throughout the program (the chat feature was right next to the screen livestreaming the program) which really brought all the attendees a great feeling of connection. And the silent auction was quite a success; attendees could bid from their mobile phones while never taking their attention away from the program happening on the main screen.

Hopefully your 2021 event will be hybrid, and hooray for the in-person portion! Don’t forget to embrace the virtual component, however, and the best way to fully engage your virtual attendees is be choosing the correct tech platform. Cadence and OneCause are two of our favorites, and there are countless other options based on your needs! Powered by Professionals is poised to help nonprofits produce engaging hybrid events by partnering with great vendors; please let us know if we can help you this year.





After nearly a year and a half of uncertainty and anticipation, in-person events are finally finding their way back onto Americans’ schedules and social calendars. While many are overwhelmingly ready to jump back in to attend parties, concerts, weddings, and other crowded events, others are still hesitant to go back to the in-person format while the virus continues to claim lives around the world. Still more may feel comfortable with live events but prefer the comforts of home rather than the hassles of travel and face-to-face interactions.

Even if you’re lucky enough to have a lot, after this year, many people have realized that they do not need much of anything at all. Good health for yourself and your loved ones is really all that matters.

Some have wondered if live events are still a necessity for fundraising efforts when virtual gatherings are far less costly and require less elbow grease to plan and execute. While this is often true, there are distinct advantages that in-person events have over purely virtual endeavors. First and foremost, live events give the hosts control over the atmosphere and energy of an event; virtual components must compete with what is going on in the background of attendees’ homes, such as children, media playing simultaneously during the event, and other ‘background noise’ that limits the engagement of viewers. This disconnect virtual attendees feel limits the personal connection they feel towards the cause during the event; leading to fewer donations and in smaller amounts.

However, this doesn’t mean that virtual events should be done away with completely. Virtual events offer the advantages of engaging donors from a wider area geographically, as well as offer an option to those who may not be able to commit to the time for a live event but would like to be a part of the action remotely. Pre-recorded virtual components also offer the unique opportunity for organizations to utilize recordings of celebrity supporters and board member endorsements for other uses, such as on a website or for future events.

Creating a hybrid event with both in-person and virtual components isn’t as simple as live-streaming the in-person event to an online audience. A true hybrid event seamlessly integrates technology to bring an online audience into the event experience.

Hybrid Event Definition

Like a live attendee, the virtual participant should have a variety of opportunities to participate and interact with the event. This can be done by allowing virtual audience members to interact with speakers, engage with other attendees and event content, and participate in Q&A sessions.

Hybrid events are a relatively new endeavor for the events industry; event professionals are working tirelessly to find the best format for hybrid events. There are a variety of ways hybrid events can be run:

    • A traditional in-person event with an online component where at-home guests can view the program, chat with other online attendees, and participate in the silent auction and live appeal.
    • Offering “virtual tables” and sponsorships so guests could view and connect with others while those attending live are dining. Sponsors have the opportunity to receive both live and virtual sponsorship recognition.
    • Incorporating vendors (ex. photo booth, mixologist) to be displayed both live and virtually for all guests.
    • Small dinner parties where guests are encouraged to come together and view the livestream together.

Hybrid events give a special challenge to the fundraising events industry to create new and exciting ways to engage with donors and create memorable experiences for all attendees. For those of us here at Powered by Professionals, we are especially eager to jump back in to create top-tier events with everything we learned during the biggest challenge the events industry has ever faced. Stay tuned for examples of PBP hybrid events, and please let us know if we can help you produce a hybrid event.



In-Person Event COVID-19 Recommendations

In-Person Event COVID-19 Recommendations

Below you will find our current COVID-19 requirement recommendations as of August 4, 2021. These recommendations are subject to change based on information provided by the state of New York and the CDC in the coming weeks.
Powered by Professionals In-Person Event COVID-19 Recommendations:

• Masks will need to be worn over nose and mouth when not seated, drinking, or eating. Currently, masks are recommended in New York for vaccinated and unvaccinated individuals.
• Please maintain a 3-foot distance between all guests. Areas that require lines like restrooms, check-in and beverage stations should have markers on the floor to ensure 3-foot distance.
• Prior to arrival at the event, make it necessary for attendees to complete an online health declaration.
• It will be mandatory to be vaccinated against COVID-19 to attend the event. Negative COVID-19 test results will not suffice in place of being vaccinated. Vaccination status will be checked upon arrival to event during the check-in process.
o New York based event attendees may present either their vaccination card or proof of vaccination via the New York Vaccination App on their smartphone.
o Out of state event attendees must present physical vaccination card on site at event.
• The name and contact number of every guest will be confirmed during the event check in process to conduct contact tracing if necessary.
• Offer color-coded wristbands to event attendees to indicate their level of comfortability.
o Example: Red equals no contact; yellow indicates an elbow bump is okay; green means go in for the hug or the high-five.