2015 Financial and Talent Management Forum


Join United Way finance and talent professionals for a three days of learning, inspiration and professional growth at the United Way Financial and Talent Management Forum. Our 2015 Forum, October 5-7 in Litchfield Park, Arizona, will support the sharing of knowledge, experience and expertise as we work together to implement change in our communities. The forum will be relevant to CFOs, Controllers, Finance and Accounting Directors, and Talent Management and Human Resource Professionals, regardless of your United Way's size. This event combines financial management, human resource management and cross-functional topics, to support the the issues that are most relevant to each attendees' particular duties, and to earn CPE or HRCI credits.

Attend the United Way Financial and Talent Management Forum to gain knowledge in United Way governance, finance and talent management best practices, and compliance with nonprofit tax rules and good internal controls. The forum is guaranteed to provide top-notch learning sessions and stimulating networking opportunities.


Early bird registration ends Friday, September 18.

Yes, I am a United Way staff member. Click here to register.

No, I am not a United Way staff member. Click here to register.


Click here to view the full Program Guide.

Monday, October 5
* Breakfast, Opening General Session and Learning Sessions: 8:00 a.m. - 5:30 p.m.
* Welcome Reception: 6:30 - 9:00 p.m.

Tuesday, October 6
* Breakfast, General Session and Learning Sessions: 8:00 a.m. - 5:00 p.m.

Wednesday, October 7
* Breakfast, General Session and Learning Sessions: 8:30 a.m. - 5:00 p.m

Click here for the Program at a Glance.


This year's forum will be held at The Wigwam resort in Litchfield Park, Arizona - just 20 miles from Phoenix. THE HOTEL IS BOOKED AT FULL CAPACITY.

An overflow hotel at the Hampton Inn & Suites has been added. To receive the special United Way hotel discount rate for the Hampton Inn & Suites, please call: 623-536-1313 and let the receptionist know you would like to book a room in the United Way block.

Complimentary shuttle service will be provided by the Wigwam to and from the Residence Inn and Hampton Inn & Suites. Please click here to view the shuttle schedule.


Those arriving through the Phoenix Sky Harbor International Airport, have several transportation options to and from the airport:

There are plenty of dining options at the Wigwam and the surrounding neighborhood. Click here for a complete list of restaurant options.


Search "United Way Conference Connection" to download the app through your mobile app store. Be sure to check back with the app between now and the forum for updates!

  • Click here to download the app through Apple & Android devices.

  • Click here to access the app through BlackBerry devices, Windows phone users and desktop computers through the web-based version.


Talent/HR: Click here to view breakout session descriptions.

Finance: Click here to view breakout session descriptions.


Dr. Jim Bullard, President and Chief Executive Officer, Federal Reserve Bank of St. Louis and United Way Worldwide Chair, U.S. National Board of Trustees

Brian Gallagher, became President and Chief Executive Officer of United Way of America in 2002 and then of United Way Worldwide in 2009. In 2002, he immediately took on the challenge of leading the transformation of the organization to focus on community impact. A career veteran of the United Way system, Gallagher believes that the true measure of success for United Way and other philanthropic organizations is bottom-line results: the lives that are changed and the communities that are shaped. This represents a dynamic shift from the United Way recognized for decades as the nation’s premier fund raiser and distributor. Gallagher has raised the bar on the accountability, governance and transparency standards adopted as a requirement of membership for all United Ways. Today, United Way has 1,800 local affiliates in 41 countries and territories raising $5.2 billion annually, with 9.6 million donors and 2.2 million volunteers.
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Sanjit 'Bunker' Roy, Founder and Director of Barefoot College, established the only fully solar electrified Barefoot College in the deserts of Rajasthan in India 40 years ago. It is the only college in India built by the poor and managed by the rural poor who earn less than $1/day. Almost the only college left in India that respects and practices the work style and life style of Mahatma Gandhi. It is a college where the teacher is the learner and the learner the teacher. It is the only college in India where traditional knowledge and practical skills of the poor are given more importance and priority than paper degrees or qualifications. Roy was identified as one of the 50 environmentalists who could save the planet by The Guardian in 2008 and as one of the 100 most influential people in the world by Time magazine in 2010.

Stacey Stewart, U.S. President of United Way Worldwide, 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.
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Sponsorship at the United Way Financial and Talent 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.


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.


Presenting Sponsor

Gold Sponsor

Bronze Sponsors