Finance, Talent & Technology Forum 2019 | United Way Worldwide | 9 September 2019 | Fort Lauderdale Marriott Harbor Beach Resort & Spa, 3030 Holiday Dr, Fort Lauderdale, FL 33316, USA

To successfully navigate the dynamic shifts of the philanthropic marketplace, United Way must adapt to current market conditions and prepare for future uncertainty. The modern United Way business model, which emphasizes innovation, data-driven solutions and working as one network, offers a framework for strengthening United Way’s resilience in the face of change.

The Finance, Talent & Technology Forum provides United Way leaders specialized training in how to operationalize the modern United Way model across functional areas. Highlighting the necessity of adopting a growth mindset, learning sessions will cover cutting-edge processes, systems and practices that will deliver on our network strategy and the five Bold Plays. Participants will come away from the conference ready to replace timeworn tactics with impact strategies that will transform our organization into the modern United Way.

2019 Speakers

Caleb Gardner
Managing Partner, 18 Coffees

Lori Malcolm
Chief Culture & Operations Officer, United Way Worldwide

Fred Santarpia
Recently recognized as U.S. Chief Digital Officer of the Year 2018, CDO Club

Michael Wilkinson
Founder and Managing Director, Leadership Strategies, Inc.

Lisa Beaudoin
Director, Business Development, Institute of Management Accountants

Stefanie Boles
Chief Operating Officer, United Way of Central and Northeastern Connecticut

Tom Brean
Partner, Grant Thornton LLP

Filippo Carini
Chief Operating Officer, United Way of Greater Milwaukee & Waukesha County

Amy Dinofrio
Vice President of HR, Talent, & Board Development, United Way Worldwide

Lucia Downton
Vice President, Technology & Operations, United Way of Central Indiana

Kenneth Euwema
Vice President, Controller, United Way Worldwide

Kelly Fischbein
Director, Performance Research, United Way Worldwide

Cynthia Fram
Director, Human Resources, United Way of San Diego County

Michael Gerber
CPA, Partner, BKD, LLP

Marveen Hart
Director, Diversity & Inclusion, United Way Worldwide

Wendy Johnson
Chief Operating & Human Resource Officer, United Way of Greater Houston

Bill Kitson
Director, U.S. Western Region, United Way Worldwide

Tina MacVeigh
Senior Vice President, Network Strategy, United Way Worldwide

Darlene Middleton
Director, Grant & International Giving, United Way Worldwide

Carlos Molina
Chief Financial Officer, United Way of Miami-Dade

Cheryl Nelson
Senior Vice President, Finance & CFO, United Way of Central Ohio

Craig Nuechterlein
Vice President, Information Technology & Processing, United Way of Greater Milwaukee and Waukesha County

David Poe
Chief Technology Officer, United Way of Greater St. Louis

Dr. Sandra Richtermeyer
Dean, Manning School of Business, University of Massachusetts Lowell

Sarah Roy
Chief Operating Officer, United Way of Central Iowa

Kevin Smith
Chief Financial Officer, United Way of the National Capital Area

Mark Sutton
Executive Vice President and Chief Financial Officer, United Way Worldwide

John Taylor
Senior Vice President & Chief Technology Officer, United Way Worldwide

Mary Terp
Senior Director, Human Resources, United Way of the Greater Lehigh Valley

Lisa Wilder
Director, Performance Research, United Way Worldwide

Deirdre Asnis
Senior Director, Processing and Data Systems, United Way Worldwide

Dan Barnes
Executive Chairman, Barnes Family Foundation

Kathleen Cannon
President & CEO, United Way of Broward County

Jerry Dannemiller
Vice President, Digital Services, United Way Worldwide

Martha Davis
Director, Performance Excellence

Alex Fike
Director, Board & Leadership Programs, United Way Worldwide

Amy Floryan
Director, Digital Engagement, United Way Worldwide

Vilmarie Gilliam
FamilyWize

Ryan Gould
Practice Director, Business Technology, KSM Consulting

Edwin Goutier
Vice President, Innovation, United Way Worldwide

Meghan Lynch
Senior Director, Data Operations, United Way of Salt Lake

Andrea Massimilian
Consultant and Project Manager, KSM Consulting

James Morrison
Computer Scientist, Federal Bureau of Investigations

Dan Nielsen
Vice-President Business Integration & Transformation, United Way Centraide Canada

Vickie Nisbet
FamilyWize

Summor Pennington
Chief Financial Officer, United Way of Metropolitan Nashville

Molly Pieroni
Consultant, United Way Worldwide

Mike Stewart
Executive Vice President & Chief Operations Officer, United Way of Greater Houston

Rich Voccio
Chief Administrative Officer, United Way of Massachusetts Bay and Merrimack Valley

Beth Watson
Chief Human Resources Officer, United Way of Tarrant County

Brian Weber
Vice President, IT Infrastructure & Facilities, United Way Worldwide

2019 Sponsors

PRESENTING SPONSORS:
• Family Wize
• BFF Center for social innovation

ADDITIONAL SPONSORS
• AON
• Blackbaud
• Micro Accounting
• UPIC Solutions