Workshop Catalog

You’ve completed a records inventory. You’ve disposed of obsolete records. You’re done! Or are you? An important outcome of a records inventory is a records management plan. This webinar will teach you how to analyze all the inventory data you’ve collected and use it to create a records management plan.

April is National Records Management Month and the State Archives is marking the occasion by holding a forum where state agencies and local governments can ask their most pressing questions about creating and using records management policies and procedures.

Panelists for this event will consist of New York State Archives staff in Local Government Advisory Services & Scheduling and State Agency Services.

Come prepared with your questions or just join us to hear what others want to know and learn more about this topic.

If you’d like, you can send in your question early to recmgmt@nysed.gov with the subject line “Ask Us Anything” and we’ll answer them during the webinar.

Presenter: Susan Weinrich, Vice President of Organizational and Community Development, New York Council of Nonprofits. Boards can use committees to get their work done effectively and efficiently- or they can become frustrated by the lack of leadership, engagement, and clearly defined purpose. This session will explore best practices and creative strategies for using committees to increase engagement, focus, and productively.

Presenter: Andrew Marietta, Vice President of Regional Development, New York Council of Nonprofits. This session will provide an overview of how board members can foster a pro-active approach to financial resource development including policy making, planning, fundraising, and strategy development. We will also define and explore the various active roles board members can play as donors, ambassadors, advocates, and askers.

Membership programs can offer plenty of benefits to organizations, however, it can be more difficult to build a thriving membership program than many nonprofits expect. This presentation will cover steps organizations can take to revitalize their membership programs, including understanding the value of a membership program; surveying the membership on their engagement; reviewing and reenergizing membership benefits; and rethinking the membership relationship from a transaction for benefits to an investment and partnership.

Susan Weinrich, Vice President of Organizational and Community Development, New York Council of Nonprofits. Board leadership and engagement isn’t happened upon through luck, nor is it something to be taken for granted. Board building should be an ongoing process with year-round activities and clear strategic goals. In this session we will explore board recruitment, engagement, and assessment, strategies, and identify and recognize what motivates board members to excel in their roles.

This session is intended to help State Agencies and Local Governments develop office schedules that they can use to simplify records retention.  You will learn:

• What office schedules are
• Why they're effective
• How to start creating one to meet your organization's needs

The DHPSNY team is excited to continue to offer Planning & Assessment Services in 2021, having spent time in 2020 perfecting our approach to a safe, virtual delivery. On March 10th, Join Program Manager Anastasia Matijkiw to learn more about DHPSNY’s Planning & Assessment Services, including what virtual assessments entail, how to apply, and more.

DHPSNY’s Planning & Assessment Services consist of Archival Needs Assessments, Preservation Surveys, Condition Surveys, and Strategic Planning Assistance. In each instance, our services aim to improve adherence to best practices and are tailored to an organization’s unique circumstances. The deadline for the next round of applications for DHPSNY planning and assessment services is March 26, 2021.

Presenter: Susan Weinrich, Vice President of Organizational and Community Development, New York Council of Nonprofits, Inc. This session provides a broad overview of the fiduciary, ethical, and policy making responsibilities of the board. It covers the key functions of the board and provides practical guidance and an overview of best practices for board members to individually and collectively achieve excellence in governance performance. Participants will gain an understanding of how to develop and maintain an engaged board focused on ensuring mission alignment, planning for the organization’s future, ensuring adequate resources and strong financial oversight, and for those organizations with employees, building a strong working partnership with staff leadership.‌

Presenter: Lee Price, Director of Development, Conservation Center for Art & Historic Artifacts. Viewers of this webinar will learn how to effectively develop and implement a funding strategy to raise money for collections, including the planning process that funders want to see in place and the elements of a successful grant proposal.

Presenter: Lee Price, Director of Development, Conservation Center for Art & Historic Artifacts. In DHPSNY’s second webinar in our funding series, learn more about crafting a successful narrative for your grant applications. With examples drawn from success stories at museums, historic sites, libraries, and archives, this webinar will explore the delicate balancing act of meeting all guideline requirements while telling a compelling story.

Presenters: John Diefenderfer, Archival Advisory Services, New York State Archives; Barbara Lilley, Library Development Specialist, New York State Library. This informational webinar presents two funding sources available to collecting institutions in New York through state funding: The New York State Discretionary Grant Program for the Conservation and Preservation of Library Research Materials (C/P Grants) and the Documentary Heritage Program (DHP) Grants. Presenters discuss eligibility, fundable activities, and the application process for their respective programs.

Presenter: Dyani Feige, Director of Preservation Services, Conservation Center for Art & Historic Artifacts. Advocacy is not only external—it is crucial for collecting institution staff to be able to advocate internally as well, to co-workers, board, and administration, in order to assure that resources are best allocated. This webinar will explore routes for both external and internal advocacy with a focus on collections care: securing time and funding for preservation initiatives and conservation treatment. It will also discuss opportunities for incorporating information about preservation into all advocacy efforts.

Presenter: Anne Karle-Zenith, Associate Director of Business Development, Metropolitan New York Library Council; Jennifer Palmentiero, Digital Services Librarian, Southeastern New York Library Resource Council. This webinar provides an introduction to copyright law for archival and special collection managers. Fair use and special exemptions for libraries and archives are also covered. The presentation concludes with a discussion of copyright considerations related to deeds of gifts, donor agreements, reuse of collection materials, and permission and fee policies.

Presenters: Clare Flemming, Consulting Archivist; Brandon Zimmerman, Consulting Archivist. Collecting institutions are regularly faced with ethical decisions, from questions of access and privacy to authenticity and copyright in collections. This webinar will discuss some of the more common ethical issues and the professional codes of ethics governing archives and libraries.

Presenter: Erin Richardson, Director of Collections, Farmers’ Museum. Designed for any staff or volunteers involved in collections care, this webinar is a primer on how institutions should address their trickier holdings: old loans, abandoned property, and materials “found in the collection.”

Presenter: Gillian Marcus, Preservation Specialist, DHPSNY. This webinar provides an overview of collections security with a focus on protection from theft and vandalism. Topics will include secure storage, protection of materials while in use, and security policies and procedures.

Presenter: Susan Weinrich, Vice President of Organizational and Community Development, NYCON. Does your institution have a strategic plan? If not, this webinar will convince you to start the process!