Hudson Hall, Mount Saint Mary College (Newburgh, NY)
Nonprofits | Businesses | Municipalities
9:00 – 9:45: Welcome – “You’ve Got Questions?”
10:00 – 10:45: Breakout Session I
11:00 – 11:45: Plenary – “Keys to CFA Success”
11:45 – 12:45: Lunch
1:00 – 1:45: Breakout Session II
1:45 – 2:30: Closing remarks, networking
All: “You’ve Got Questions?” – Choice Words president Steve Densmore introduces conference presenters and sponsors. Choice Words’ staff will provide an overview of best practices, common misconceptions, pragmatic tips, and other helpful insights for both newcomers and seasoned grant seekers. An interactive segment will also address common grant writing and fundraising questions as submitted in advance by conference attendees.
Businesses/Developers: “Don’t Leave Money on the Table: Exploring IDA Tax Exemptions” – Thinking of developing or renovating property in the Hudson Valley? If your project will have a positive economic development impact, you may be eligible for tax exemptions and other incentives from your local or county Industrial Development Agency (IDA). This session will address qualifying and filing for a PILOT, sales and mortgage tax exemptions, and other tax incentives for private developers. Other opportunities such as brownfields, housing, historic tax credits, and more will be explored.
Michael Oates – President and CEO, Hudson Valley Economic Development Corporation
Suzanne Holt – Director, Ulster County Office of Economic Development
Teryl Mickens – Grant Writer, Choice Words
Nonprofits: “Meet the Funders” – In this informative panel discussion, representatives from major Hudson Valley funders such as the Dyson Foundation, Community Foundations of the Hudson Valley, and Community Foundation of Orange and Sullivan will offer a rare view into what funders are really looking for in your applications. This informal and interactive discussion with the leaders of these philanthropic foundations promises to pull back the curtain and provide useful insights to nonprofit development professionals at all levels. Moderated by Choice Words president Steve Densmore.
Jennifer Drake – Senior Program Officer, Dyson Foundation
March S. Gallagher – President and CEO, Community Foundations of the Hudson Valley
Elizabeth Rowley – President and CEO, Community Foundation of Orange & Sullivan Counties
Municipalities: “Funding Your Municipal Infrastructure Project” – Whether it’s through the CDBG program or the Environmental Facilities Corporation, identifying and submitting state and federal funding applications for municipal infrastructure projects can be a confusing maze. Learn how to prepare your project for funding success, identify key funding sources, and develop strategies to create winning projects. Moderated by Choice Words vice president Briana Maloney.
Chris Round – Senior Principal and Vice President of Planning Services, The Chazen Companies
Julie Pacatte – Municipal Funding Specialist, The Chazen Companies.
All: “Keys to CFA Success” – Funding is available for businesses, nonprofits, and municipalities alike through Empire State Development’s Consolidated Funding Application (CFA). In this discussion, CFA experts will divulge critical tips and insights on CFA eligibility, application, and administration for all. Presentation will address the nearly 30 different funding lines offered via the CFA and how to navigate the complex application registration and submission process. Plus: What Happens If We Win? Post award insights on what to expect will be shared.
Meghan Taylor – Regional Director, Mid-Hudson Economic Development Council
Mike Oates – President and CEO, Hudson Valley Economic Development Corporation.
Businesses/Nonprofits: “Tools of the Trade” – Discover essential resources for grant writers and fundraisers at all levels: getting trained as a grant writer, finding funding opportunities, learning about funders, mastering Foundation Directory, and more.
Jennifer Drake – Senior Program Officer, Dyson Foundation
Choice Words staff
Municipalities: “Drilling into the DRI, Parks & Other Key Sources of Municipal Funding” – Learn how New York’s Downtown Revitalization Initiative (DRI) can help transform your downtown, and how to effectively plan and secure funding for parks, trails, and waterfront access projects. Featuring two writers who have penned winning DRI entries in the last two rounds.
Chris Round – Senior Principal and Vice President of Planning Services, The Chazen Companies
Julie Pacatte – Municipal Funding Specialist, The Chazen Companies
Briana Maloney – Vice President, Choice Words.
|Steve Densmore – President and Founder, Choice Words
Steve Densmore has spent the last 25 years working as a communications professional in the Hudson Valley. An award winning writer and journalist, Steve spent much of that time working in the trenches for several weekly newspapers and magazines, serving as a reporter, editor and publisher (sometimes all at the same time!) Steve’s career path evolved substantially in 2005 when he began working as a communications consultant for several Hudson Valley nonprofit organizations. This grew to include the Dyson Foundation and the Walkway Over the Hudson nonprofit organization, where he has spearheaded public relations and grant writing for the last several years. Steve launched Choice Words in 2010 in response to an increasing call for supportive communications services among Hudson Valley nonprofits. He has served on various boards of directors during his career including the New York Press Association, the Vassar Warner Home of Poughkeepsie, the Barrett Art Center, and the environmental advocacy organization, Hudson River Sloop Clearwater. He lives in Montgomery.
|Briana Maloney – Vice President, Choice Words
Briana Maloney is a research and information specialist with experience in social media and web design. She has previously worked as an academic librarian at Rockland Community College, Mount Saint Mary College, and at the New York State Library as a public information advocate where she sought funding for various statewide public education programs. She fills a variety of roles at Choice Words including tech support, administrative assistance, grant writer and researcher, and social media guru. She is President of the Board of Lederman Children’s Center in Stone Ridge. She currently resides in Accord, NY.
|Teryl Mickens – Grant Writer, Choice Words
Teryl is a seasoned grant writer experienced in both non-profit and for-profit business sectors. Over the last 12 years she has secured federal, state and private sources to fund projects ranging from affordable housing, community development and the arts. In addition to grant writing, Teryl specializes in procuring federal and state historic preservation tax credits. Teryl is a current board member of Ulster County Habitat for Humanity, the Business Alliance of Kingston and has served as a panelist for Arts Mid-Hudson. She is a former Kingston Landmarks Preservation commissioner and was appointed to serve on the Kingston Comprehensive Plan committee. Originally from Manhattan, she now resides in Kingston.
|Meghan Taylor – Hudson Valley Regional Director, Empire State Development Corporation
In January 2015, Meghan Taylor joined Empire State Development Corporation as the Mid-Hudson Regional Director. Meghan’s experience in the creation and development of economic strategies has proven to be vital in the success of Mid-Hudson’s economic growth. As Regional Director, Meghan is responsible for guiding and managing ESD’s Regional Office and Regional Economic Development Council initiatives through sourcing, originating, developing, and guiding new deals to promote economic vitality to the region.
Prior to her role as ESD’s Regional Director, Meghan was the President of the Putnam County Economic Development Corporation where she drove smart economic growth through influencing policy making decisions, identifying key sites and economic corridors as well as moderating negotiations. Additionally, Meghan served as the Director or Business Attraction for the Orange County Partnership where she was responsible for increasing the County’s commercial tax base and creating jobs by increasing corporate attraction through marketing and sales initiatives.
Meghan holds a Masters of Business Administration from Mount Saint Mary College and a Bachelor of Finance from SUNY Binghamton. She currently resides in Westchester County with her husband and their rescue dog.
|March S. Gallagher, Esq. – President and CEO, Community Foundations of the Hudson Valley
March Gallagher joined the Community Foundations in September 2015 as President and CEO. She is responsible for the overall leadership of the Foundations including donor services, grant-making, and care and custody of the Foundations’ $70+ million in assets.
A resident of Rosendale in Ulster County, March is an attorney with degrees from Boston University, Bard College, Rockefeller College and Rensselaer Polytechnic Institute. She comes to the Community Foundations having served most recently as Chief Strategy Officer at Hudson Valley Pattern for Progress, focusing on regional quality of life issues such as infrastructure and healthcare.
Previously, March oversaw economic development activities for Ulster County. She has served on the boards of the Mid-Hudson Regional Economic Development Council, Hudson Valley Economic Development Corporation, Hudson Valley Regional Council, Ulster County Development Corporation, Ulster County Workforce Investment Board and Ulster County Industrial Development Agency, which she chaired during 2006 and 2007. She is a current board member with the Hudson Valley Agribusiness Development Corporation, the Dutchess County Economic Development Advisory Council and the Hudson Valley Sudbury School.
March enjoys gardening, cooking and connecting people.
|Elizabeth Rowley, CFRE – President and CEO, Community Foundation of Orange and Sullivan
Elizabeth has been with the Community Foundation of Orange and Sullivan County since 2013 and
currently serves as the President and CEO. She works with the Board of Directors, professional advisors
and volunteers to plan, structure, implement and monitor an effective development program that will
increase endowed and non-endowed assets, develop and maintain good relationships with nonprofit
organizations, and steward current and prospective donors. During her time with the Foundation,
charitable assets have grown to nearly $30million, with over $11million in charitable grants and
scholarships from their 270+ funds being distributed back into the community since inception.
Elizabeth is an Orange County native with a strong background in development and marketing having
|Jen Drake – Senior Program Officer, The Dyson Foundation
As Senior Program Officer of the Dyson Foundation, Jen is responsible for the full range of the grantmaking process including proposal review, site visits, and program monitoring. Jen is the primary program officer responsible for Legacy and Family and Directors Discretionary funding.
|Suzanne Holt, Esq. – Director, Ulster County Office of Economic Development
Suzanne leads Ulster County Executive Mike Hein’s Office of Economic Development. She and her team are responsible for fostering community and economic growth by supporting local businesses with their efforts to grow and thrive, as well as helping new businesses locate within the County and succeed.
Suzanne serves on the County’s Workforce Investment Board and the Tourism Advisory Board and she represents Ulster County Executive Hein on the Governor’s Mid-Hudson Regional Economic Development Council. Because of her tireless efforts, Hudson Valley Magazine named Suzanne its 2015 Women in Business Awardee and the Y.W.C.A. of Ulster County honored her as its 2015 Woman in Government. Prior to devoting herself to Ulster County’s success, Suzanne helped older Americans and people with disabilities to access needed health coverage. Suzanne has a law degree from Cardozo Law School and she graduated from the University of Oklahoma’s Economic Development Institute.
She and her family choose to live in New Paltz because of the area’s natural beauty and easy access to trail running, biking and swimming.
|Julie Pacatte – Municipal Funding Specialist, The Chazen Companies
Ms. Pacatte has a diverse background in Community and Economic development. She leads The Chazen Companies’ economic development and grant writing program, working closely with its Municipal Services Group to identify funding opportunities, develop successful funding requests, and provide grant administration and implementation support. She formerly served as Executive Director of the Batavia Development Corporation for the City of Batavia. While in Batavia, she was part of the City’s successful Downtown Revitalization Initiative (DRI) application and implementation activities, the Brownfield Opportunity Area program, and administered and oversaw a wide variety of the City’s revitalization activities.
|Chris Round, AICP – Senior Principal, Vice President of Planning Services, The Chazen Companies
Mr. Round has over 25 years experience in providing land use planning and environmental services to local government, institutions and private clients. As Senior Principal and Vice-President of Planning Services at The Chazen Companies, he is responsible for the overall operations of the Chazen’s Planning service line and the management of complex interdisciplinary projects. Mr. Round is experienced in the development of municipal plans and land use regulations, public participation and outreach efforts as well as securing grant funds for public and private entities. Prior to joining The Chazen Companies, Mr. Round served as the Director of Community Development for Queensbury, New York.
|Mike Oates – President and CEO, Hudson Valley Economic Development Corporation
Mr. Oates, who was previously the president and CEO of HVEDC, has returned to lead the organization into the future. Under Mike’s direction, the organization will focus on key industry sectors, workforce and real estate development and infrastructure improvements that will help grow our regional economy.
Mr. Oates is the former Managing Partner of Bellefield Development Partners LLC, the developer of Bellefield at Historic Hyde Park in Dutchess County. Bellefield is a $500 million culinary campus located directly across the street from The Culinary Institute of America, comprising over 2 million sq. ft. of commercial and residential development.
Prior to joining Bellefield, Mr. Oates was the CEO of Hudson River Ventures, a small business investment fund focused on Food & Beverage, Tourism, Hospitality, 3D Printing and Innovative Technology with investment projects located in the Hudson Valley.
Early Bird (through December 20th):
$50 – Nonprofits/Municipalities | $75 – Businesses/Developers
Standard (after December 20th):
$70 – Nonprofits/Municipalities | $95 – Businesses/Developers
Snow Date: Thursday, January 10th
Lunch: Omnivore and vegetarian options available
Parking: Lot parking
Your sponsorship will help keep tickets affordable for nonprofit attendees.
For more information or to register as a sponsor, please contact Steve Densmore:
845-234-8713 | firstname.lastname@example.org