2016 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.

Co-Chair Welcome Letter


Early bird registration ends Friday, August 26.



The forum will be hosted at Disney's Yacht Club Resort. To receive the special United Way discount hotel rate of $189 USD per night, please click here.


September 19-21, 2016

Click here to view the Program Guide.

The forum will take place at Disney's Yacht and Beach Club Resorts in Orlando, Florida.

Finance and Talent Management learning & general sessions will begin at 8:30 a.m. on Monday, September 19, and will end at 5:00 p.m. on Wednesday, September 21.

Technology Management learning & general sessions will begin at 11:30 a.m. on Tuesday, September 20 and will end at 5:00 p.m. on Wednesday, September 21.


Finance: Click here to view.

Talent Management: Click here to view.

Technology Management: Click here to view.



Opening General Session, with UWW CFO, Bob Berdelle: 9:00-9:45 a.m.

Bob Berdelle, Chief Financial Officer for United Way Worldwide. Bob is responsible for the financial strategic leadership of United Way of Worldwide to ensure sound fiscal management of the organization, advising senior management and the Board of Trustees on plans to achieve its goals and objectives through a multi-year business plan. In addition, he is responsible for risk management, information technology, facilities management and vendor licensing. Click here to read Bob's full bio.

Lunch & General Session, with UWW, U.S. President, Stacey Stewart on "Our Network-Wide Strategy: Best Practices in the Network": 11:30 a.m.-1:00 p.m.

Stacey Stewart, U.S. President for United Way Worldwide. Stacey drives the strategic direction for United Way in the U.S., working with leaders throughout the United Way network to drive community impact in the areas of education, income and health. Stewart also works to protect and enhance the organization’s brand and reputation. Prior to this appointment, Stewart was Executive Vice President, Community Impact Leadership and Learning at United Way Worldwide. Before joining United Way, Stewart was with Fannie Mae where she was Chief Diversity Officer and Senior Vice President for the Office of Community and Charitable Giving. Prior to that appointment, Stewart was President and Chief Executive Officer for the Fannie Mae Foundation. Click here to read Stacey's full bio. Follow Stacey on Twitter

Andy Abrams, Vice President of Information Technology for United Way of Greater Portland. Andy joined United Way of Greater Portland in 2002 and currently serves as Vice President for Information Technology. Andy’s technology career began on the faculty of the Hyde Schools (Maine and Connecticut campuses) as Director of Technology in a combined role involving technology management, teaching math and coaching students. Prior to his United Way experience, Andy worked for Harvard Medical School in a variety of roles within IT working on large scale infrastructure projects such as the first secure wireless implementation across all Harvard University campuses. Through Institute for Civic Leadership’s Leadership Intensive, Andy identified an interest in helping non-profits to think strategically about their use and investment in technology. Andy has served most recently as President Emeritus of Portland Trails; a nonprofit urban land trust, Director of Technology for the India Association of Maine, a contributor to Idealware.org, and as Co-Chair of the Andar Client Advisory Board. Andy lives in Portland, Maine with his wife, Priya Natarajan and 13 year old son.

Wendy Johnson, Vice President of Human Resources for United Way of Greater Houston since 2006. In her current role, she provides strategic and operational support to the staff of 200+ employees. She is responsible for managing the daily operation of the human resources function which includes human resources administration, recruiting, employee benefits, policies and procedures and salary administration. In addition to those administrative responsibilities, she manages the talent management team. As a member of the Senior Leadership Team and as an Organizational Development professional, she works with the United Way staff on conflict, change and performance issues. Prior to joining the United Way, Wendy honed her skills in the human resource field with AT&T Corporation in Atlanta, GA for 20 years in training, staffing, recruiting, organizational development and human resource management. Wendy graduated from Northeastern University in Boston, MA with a Bachelor of Arts in Psychology and has her Master of Science in Human Resource Development from Villanova University.

Cheryl Nelson, Senior Vice President of Finance and Chief Financial Officer for the United Way of Central Ohio. In her role, Cheryl is committed to ensuring the organization maintains adherence to strict accountability and transparency standards to maintain financial integrity and donor trust. Click here to read Cheryl's full bio.


Lunch & Innovation Lab: Accelerating United Way Impact Through Innovations, with UWW, Director of Knowledge Management, Jim Yu: 11:30 a.m.-2:30 p.m.

Jim Yu, Director of Knowledge Management and Knowledge Exchange for United Way Worldwide. In this role, Jim enables and facilitates knowledge exchange, innovation and collaboration with United Way Network staff, volunteers, partners, constituents and other stakeholders. Jim has extensive experience and expertise in leading large scale transformations and culture change. He is a certified trainer for “Influencer: The Power to Change Anything,” a leading change management program, and has provided consultation and coaching to major markets, mid-sized, smaller city and national United Ways. Jim has also been instrumental in introducing the Mobile Innovation Lab to the United Way network which has reached over 1,000 United Way leaders throughout the country.

PLEASE NOTE: Our technology colleagues join us for this session, through the end of the forum!


Lunch & General Session, with Disney speaker on "Disney's Approach to Quality Service": 12:00-2:00 p.m.

Patrick Jordan, Engagement Manager for Disney Institute. In his role as an Engagement Manager, Patrick is responsible for building and nurturing client relationships throughout multiple phases of an ongoing engagement. He leads and manages the concept creation, content development as well as training the client’s facilitation delivery team. Learn from Patrick about Disney's approach to quality service and how you can directly relate their key findings back to the work at your United Way. Click here to read Patrick's bio.


Get the most out of your forum experience by downloading United Way's event app. Our new app offers even more interactive opportunities - message colleagues, customize your forum agenda and more.

Search "United Way Event Center" in your phone's app store to get started!.



Make the most of your forum experience! Get a head start on networking by meeting other forum “newbies,” while receiving tips from this year’s finance and talent co-chairs on which sessions are most relevant for you to attend and how to capitalize on the resources available throughout the forum. This breakfast will take place Monday, September 19.


We’re headed to Paris for the evening for “A Night in Paris” on Tuesday, September 20 at Epcot’s “Isle de France.” Join United Way finance, talent and technology staff as we celebrate another successful forum, re-connect with colleagues and welcome forum newcomers. Drinks and dessert will be followed by Disney’s spectacular fireworks display.


When it comes to your career, we’re All In Together! Find some time to discover the resources and options that can help you develop and plan your future career path within United Way by visiting Talent Management’s Career Corner, located in Asbury D. Click here for more information.


There have been recent changes to the Fair Labor Standards Act and who is entitled to overtime pay that are effective December 1, 2016 – is your United Way prepared? The forum will offer six opportunities for attendees to participate in a Campfire Session. Ask United Way Worldwide Human Resources staff questions on how these changes may impact your United Way and how to prepare for the December 1, 2016 deadline. There is no time to wait. Get ready. Ask the experts!


Ensure your stay at Disney is unforgettable by taking advantage of all the parks have to offer. Don't pass up the chance to spend a few extra days playing creating magical vacation memories with family and friends. Plan your trip here.

Conference Discount Rate: Click here.


For those planning to book housing through the resort, the resort strongly encourages guests to reserve their complimentary Disney Magical Express ride no later than 30 days prior to their arrival date. Bypass the baggage claim and avoid the inconvenience and cost of finding ground transportation. With this special benefit of staying at the resort, get from the Orlando International Airport to our resort in comfort, and have your bags delivered directly to your room. Enjoy a complimentary ride back to Orlando International Airport on the day you check out of your room as well. Click here to reserve your spot.

EXPLORE ORLANDO: Are you interested in checking out all that Orlando has to offer, while at the forum? Click here to view things to do around the city.

Epcot International Food & Wine Festival: Click here to purchase discount tickets.




Click for more information on the RFP process.


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.


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: www.learningmarket.org.

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. www.hrci.org

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.


Orlando is not affected by the Zika virus. For more information on how to stay protected, visit the CDC website 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.


Contribute to the discussion and receive up-to-date event materials by visiting United Way Online.


Presenting Sponsor

Gold Sponsor

Bronze Sponsor

Mobile App Sponsor

WiFi Sponsor