Finance, Talent and Technology Management Forum


The Finance, Talent and Technology Management Forum convenes over 250 United Way finance, talent and technology professionals to support the sharing of knowledge, experience and expertise, as we work together to implement change in our communities. The forum is an important time to for United Way operations staff members to network with their peers, learn new skills and to re-energize themselves around their United Way’s operational efforts. United Way staff attendees will include CFOs, Controllers, Finance and Accounting Directors, Human Resource Directors and Technology Directors.

This year's theme, "United We All Win," will emphasize the importance of all United Way functional areas working together to advance the operational branch of our organization.


The Fairmont Hotel Dallas
1717 N Akard Street
Dallas, Texas 75201





I am a United Way staff member: Click here to register

I am not a United Way staff member: Click here to register

The registration fee is $995.00 USD, prior to Monday, September 11.
The registration fee is $1,095.00 USD, after Monday, September 11.



Our network is full of talented professionals developing innovative ideas to support and advance our work. We're looking for proposals that demonstrate groundbreaking finance, talent and technology management work, advancing United Way's strategy.

The request for proposal (RFP) process is CLOSED

Click here for more RFP information.


Flex credits are available to use for the Finance, Talent and Technology Management Forum for the following items:

  • Registration fees (volunteers qualify if a United Way staff person is attending the same learning opportunity or conference)
  • Some travel costs such as airfare, rental car, or mileage (only one form of travel reimbursement, rental car, mileage, or airfare is allowed with a maximum of $500 per trip)
  • Daily per diem – a combination of the hotel room rate, plus taxes and any meal not included during a learning opportunity

Please click here to access your United Way flexible credit balance. If you choose to use Flex Credits to pay for this event, when you get to the payment screen while registering, choose “Flex Credits” from the drop-down payment box. You will need to enter your organization number in the box provided if you choose the flex credit payment option.

All travel reimbursement from flex credits is submitted and processed after the event is over. Each registrant will receive an online travel reimbursement form within 5 business days of the program completion. Once this form is sent, it must be completed within 10 business days, after which further reimbursements cannot be processed. You do not need to keep your receipts to fill out this form, though we do encourage you to keep them for your records.

Learn more about UWW's flexible credit policy. If you have any questions about flexible credits, please contact


National Association of State Boards of Accountancy (NASBA):
United Way Worldwide is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting the web site:

Human Resource Certification Institute (HRCI):
The Human Resource Certification Institute (HRCI) is the leading independent, internationally recognized certifying body for the HR profession. HRCI certifications require professionals to demonstrate their expertise in the core principles of HR practice and the application of those principles. HRCI’s three core certifications meet the needs of nearly every HR professional. Questions may be addressed to 1800 Duke Street · Alexandria, VA 22314 · (866) 898-4724 or (703) 548-3440 HRCI is an affiliate of the Society for Human Resource Management.

The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.

Society for Human Resource Management (SHRM):
United Way Worldwide is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.


Sponsorship at the Finance, Talent and Technology Management Forum allows access to over 1,800 United Ways who are providing measurable impact in the communities they serve. Click here to view sponsorship opportunities. Questions? Contact for sponsorship information.