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

CLICK HERE to book your room and to receive United Way's special discount rate. Please note that while we're able to extend the conference registration deadline through September 18, the hotel cannot guarantee the hotel rate.




Session details available here and in the app!
Sample titles are shown below.

For Finance Staff For HR and Talent Management Staff For IT and Technology Staff
  • Budgeting Tools/Processes
  • Collaborating to Build a Senior Leadership Strategy for your United Way
  • Digital Transformation - Microsoft Dynamics 365 for Financials
  • Donor Advised Funds - Best and Worst Practices
  • DSOG/Rubicon
  • Effective Governance Practices and Structures
  • Emerging Issues and Practices in Managing Risk
  • Evergreen campaigns: perspective from corporate partners
  • FASB Update
  • Finance vs. Development: Healthy Tension or Organizational Liability?
  • Financial Issues Committee Update
  • Getting Ready for a Single Audit - Tips and Traps from an Audit Partner!
  • Government Grants
  • Key Elements of Your Advance Planning for an Endowment or Anniversary Campaign
  • Navigating the Non Profit ERP Software Packages and what should you look for!
  • New ASU 2016-14: Presentation of Financial Statements of Not-for-Profit Entities
  • Peer to Peer Conversations (for UWs of various sizes)
  • Project Management
  • Resources Under Management
  • Tax and Accounting Update: Change is Near and Far
  • Tax Receipting
  • Transformation of the Finance Function - From Transactional to Business Partner
  • Uncovering Insights: How to Use Data to Drive Your United Way’s Performance
  • What's Your Operating Measure? Relating the Financial Plan to the Mission
  • Building Bridges: Conducting Courageous Conversations around Race and Equity
  • Clearing Up Confusion About Culture and Culture Change
  • Collaborative & Strategic Thinking: HR as Business Partners
  • Driving Performance through Employee Engagement: Reaching Your Full Potential
  • How Do Leaders in Organizations Deemed a Best Place to Work Manage Performance?
  • HR Business Partner as Leadership Strategy Guru
  • Managing Change: Navigating the Most Challenging Work
  • Modern Business Transit: Exploring the pro-voke Subway Map-Provoke
  • Resource Development Department: Design for Today and the Successful Future
  • The Real Deal Coaching
  • Winning with a United Brand: Aligning the Brand Inside to the Brand Outside
  • Assessing your Network Vulnerability and Training Staff on Data Security
  • Birds of a Feather
  • Cool Uses of Technology for United Way Business (National Texting Platform & Sharepoint)
  • Cybersecurity Preparedness and Incident Response
  • Focus, Learn & Innovate
  • How to Successfully Migrate Systems
  • Leading with Data - Advancing your Analytics Maturity
  • Leveraging Edu-tainment to Increase Security Training Effectiveness
  • Risk Averse or Managed Risk: Prioritizing IT Vulnerabilities for Your United Way
  • State of Technology in United Way Network
  • United Way Collaborations (DSOG/Rubicon)

Learning sessions subject to change.


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.


 A scholarship of $250 will be automatically calculated for small city United Ways (with less than $1 million in current year support) and State organizations. International United Ways outside of Canada will also receive a $250 scholarship. Correctly entering your organization number is critical​.



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.


To access this year's Forum materials (and materials from years prior), click here.


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.