United Way CEO 2-1-1 Summit

DESCRIPTION

In September 2013, the United Way CEO 2-1-1 Workgroup came together to discuss United Way’s commitment to 2-1-1 services. 2-1-1 connects people with important community services and volunteer opportunities – allowing people to give help and to get help. Now a membership of 45 active United Way CEOs, the goal of the United Way CEO 2-1-1 Workgroup is to create a shared United Way vision for 2-1-1 and outline steps for United Ways to implement its vision.

Join us February 11 -12, 2015 in Houston, Texas for our first annual United Way CEO 2-1-1 Summit. We invite you to become a part of the United Way CEO 2-1-1 Workgroup to have a voice in the discussion and to help lead the work being done around United Way’s commitment to 2-1-1 services. Ideal for United Way CEOs, Executive Directors, Community Impact VPs and 2-1-1 Directors, this Summit will help to shape elements of the future vision of 2-1-1, as well as to discuss best practices and tools to shape United Way’s relationship with 2-1-1.

The goals of the United Way CEO 2-1-1 Summit are to:

  • Gain a broad commitment from United Way CEOs to embrace 2-1-1 as an integral part of United Ways community impact work.
  • Initiate the conversation to create a more cohesive, aligned and supported 2-1-1 network.
  • Convene United Way CEOs, 2-1-1 Directors and national thought leaders from across the country to co-create 2-1-1’s strategic path, identify goals for increased alignment and shape the future vision for the 2-1-1 network.

REGISTRATION

The early registration fee for the Summit is $395 prior to January 23, 2015, and $495 after January 23, 2015.

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SCHEDULE

Please click here to view our Program at a Glance.

PROGRAM GUIDE

Please click here to view the United Way CEO 2-1-1 Summit Program Guide

BREAKOUT SESSIONS

Please click here to view a list of Summit breakout sessions.

KEYNOTES


Bill Kitson, United Way of Greater Cleveland president and CEO, has over 25 years of fundraising, marketing and leadership experience in the United Way Network. Before coming to Cleveland in June 2012, Kitson served as United Way of Greater Toledo president and CEO for seven years where he transformed their work to a community mobilization model focused on graduating kids. Kitson also served as president and CEO of United Way of Champaign County in Illinois before leading the Toledo United Way. In March 2013, Kitson completed his first United Way of Greater Cleveland fundraising campaign, exceeding the $41 million goal and raising $41,405,952, the largest increase in 10 years.


Scott McLean became President of Zions Bancorporation in March of 2014. Zions Bancorporation is one of the nation's premier financial services companies, consisting of a collection of great banks in select western U.S. markets with combined total assets exceeding $55 billion. Prior to joining Amegy Bank, McLean worked for JPMorgan Chase (previously Texas Commerce Bank) for 23 years, where he served in a number of roles, including president in Dallas, chairman in El Paso and president in Houston. McLean is actively involved in the Houston community, including the United Way. His past involvement with the United Way includes Chairman of the Board, from 2008-2009, United Way Community Campaign Chairman, Chair of the Alexis de Tocqueville Society and Chairman of the 2005 CEO Search Committee. In 2013, he served as Chairman of the $7.5 million 2-1-1 Texas/United Way HELPLINE Capital Campaign.


Armando Olivas, CIO Community Services/United Way Worldwide, represents the Los Angeles County Federation of Labor, AFL-CIO, with an affiliation of over 300 unions, representing approximately 800,000 union members throughout the greater Los Angeles area. Olivas served as the Federation’s Community Services Director and was on staff at the United Way of Greater Los Angeles. During his tenure at the Los Angeles County Federation of Labor, AFL-CIO, Olivas served as the Executive Director of Labor’s Community Services Food and Emergency Program, Labor’s “501 c 3.” Olivas supervised a food program that provided food to thousands of needed individuals and families, as well as providing emergency assistances to those who were disable, unemployed, underemployed or experiencing hardships. Olivas serves the community on a health and welfare level, and conducts how to “Survive When the Pay Checks Stops” seminars and workshops for union members and the community.

GENERAL AND FEATURED SESSIONS


Anna M. Babin, President and CEO of United Way of Greater Houston, the nation’s third largest United Way, blends sound business acumen with a deep understanding of community needs. Working closely with corporate and community advisors, she launched Vision 20:20, United Way’s strategic direction for the future. With Vision 20:20 as a guide, Babin led the restructuring of United Way’s community investment portfolio to better align resources to areas that produce long-term change. Concurrently, Babin implemented a dynamic series of community conversations that served as the foundation for emerging initiatives in the fields of education, family financial stability, and veterans’ services. United Way THRIVE, a collaborative venture now in its seventh year, has demonstrated the power of partnerships, helping more than 58,000 families achieve their dreams of family financial well-being and independence and delivering a 10:1 return on investment. United Way’s Education Initiative is providing children and youth with a strong foundation for academic success with innovative early education, reading buddies, mentoring, after-school and summer learning programs, character development and quality child care. United Way’s Veterans Initiative is providing a seamless system of support for post 9/11 military personnel and their families as they transition to civilian life in Houston.


Andrew Benson serves as Executive Director of Ontario 2-1-1 Services, Chair of United Way’s 2-1-1 Canada Information Technology committee and Board Member of Inform Canada. Benson is responsible for transforming Ontario’s 2-1-1 network of regional call centers and local data organizations into an integrated provincial service in collaboration with 40 local United Ways and regional governments, and contributing to the design of a pan-Canadian shared service model and social infrastructure. Prior to United Way, Benson led more than 100 business redesign and technology initiatives as a consultant in the areas of health, social services, justice and labor market development, and held senior management and executive positions in the private, public and nonprofit sectors.


Robert H. Brown has served as President and CEO for Heart of Florida United Way since March 2006. A skilled nonprofit administrator with more than 42 years of experience, Brown joined United Way to have an even greater impact in helping people in need. Prior to joining United Way, Brown served as President and CEO of Coalition for the Homeless of Central Florida for more than five years. During that time, he was widely credited with increasing the quality and scope of the organization’s programs. Under his leadership, First Steps, designed to encourage self-sufficiency among chronically homeless men with substance abuse issues; and the Child Development Program, which provides an on-site, full-time licensed child psychologist assess every child served and initiate therapy when necessary, both thrived.


Brian GallagherPresident & CEO of United Way Worldwide, 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 nearly 1,800 local affiliates in 41 countries and territories raising $5.273 billion annually, with 10 million donors and 2.92 million volunteers.


Allyson Hewitt, Advisor, Social Innovation; Senior Fellow, Social Innovation and Director at MaRS Discovery, leads the social innovation programs at MaRS. Her team works on a broad range of projects—from nonprofits interested in revenue generation to entrepreneurs committed to social change. Hewitt brings considerable expertise in the public sector, including the introduction of 2-1-1 and several award-winning innovations, to her role.


Major Gen. (Ret) Dr. Robert Ivany became the eighth president of the University of St. Thomas in 2004. Prior to his retirement from the Army with the rank of Major General, Ivany presided over the U.S. Army War College in Carlisle, Pennsylvania. Ivany has served in a number of unique positions, including the Army Aide to the President of the United States and assistant professor of history and football coach at the Military Academy at West Point. Ivany serves on the Board of Directors for the International Council of the Universities of St. Thomas Aquinas, Independent Colleges and Universities of Texas, Greater Houston Partnership, Sam Houston Area Council-Boy Scouts of America and The Health Museum and as Immediate Past Chairman of Mental Health America of Greater Houston.


Paul Jarman is the CEO and strategic visionary of inContact. Named 2010 CEO of the Year by Utah Business Magazine, Jarman has built a service driven business focused around both customers and employees, resulting in a strong corporate culture with high retention rates of both groups. One of the pioneers of the cloud movement, Jarman was instrumental in guiding the company from its roots in telecommunications to its strategic offering of cloud-based contact center solutions. inContact is now recognized as the leader of cloud-based contact center solutions, commanding a growing share in the estimated $8 billion contact center market.


Nina Kawalek is the Chief Executive Officer of the RCCSP Professional Education Alliance, a horizontal industry alliance of professional training firms and certification bodies serving the contact center industry. Kawalek has extensive experience designing national contact center training programs for near shore governments and universities, and developing call center management and front-line training in the U.S. public and private sectors. Kawalek has a passion for the Call Center Sciences, and develops training to share, discuss and deploy scientific research results, impacting contact center management and caller satisfaction. Her research in call center business modeling for performance metrics culminated in the RCCSP Call Center Business Framework. Kawalek is a popular speaker at U.S. and international call center conferences. She is certified to instruct contact center director, manager, supervisor, quality analyst, IT help desk and government debt collections training, and certification programs.


Dr. Lisa M. Koonin serves as the Acting Director of the Influenza Coordination Unit (ICU) at the U.S. Centers for Disease Control and Prevention (CDC). In this role, she sets direction for the ICU to provide both the leadership and budgetary authority for pandemic influenza preparedness activities at CDC. Since 2005, Dr. Koonin has served as an expert for influenza pandemic preparedness and contributed to the development of the U.S. National Strategy for Pandemic Influenza Implementation Plan, and served on the White House National Security Staff’s Pandemic Sub-Interagency Policy Council. She developed and leads CDC’s innovative national Flu on Call™ project to improve access to medical care and countermeasures and reduce surge on healthcare facilities during a severe pandemic.


Pete Manzo is President and CEO of United Ways of California. Previously, Manzo was Director of Strategic Initiatives for Advancement Project, a civil rights “action tank” that advances equity and expands opportunity for low income and vulnerable people; Executive Director and General Counsel of the Center for Nonprofit Management, where he directed the expansion of the Center's information, training, consulting, technology and search and compensation services to nonprofits; and Directing Attorney of Community Development Programs for Public Counsel, the nation's largest pro bono law firm and the Los Angeles affiliate of the Lawyers Committee for Civil Rights Under Law, where he represented nonprofit charitable organizations in a broad range of real property, corporate, tax and other transactional matters. Manzo practiced real estate and corporate law in the private sector, first at the law firm of Riordan & McKinzie, then at Tuttle & Taylor in Los Angeles, before moving into the nonprofit sector.


Bill Morris serves as the National Director, 2-1-1 Canada & Public Policy for United Way of Canada. Morris’ formal training is in fine arts, however, his passion for social causes and public policy evolved into an unintended career in the nonprofit and charitable sector. Morris joined the staff of United Way in 2002. After completing a three-year assignment to establish Ontario 2-1-1 Services, Morris returned to United Way of Canada in 2012.


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.


Douglas Zimmerman is the founder and CEO of VisionLink, Inc., serving workforce, education, social service, and disaster recovery clients around the world. VisionLink’s Community Operating System connects community assets to those in need. The platform supports more than 1,000 disaster relief organizations, more than 500 chapters of the American Red Cross, the National Shelter System for the nation, and the platform used by most state teams of the National Voluntary Organizations Active in Disaster. VisionLink is currently launching pilot operations in Zambia, Mozambique and Haiti.

HOTEL INFORMATION

The Summit will be hosted at United Way of Greater Houston. Room blocks have been reserved at the Doubletree Suites for those attending the Summit. Reservations must be made on or before January 20. After January 20, rates will not apply and housing requests will be accommodated on a space available basis only. Please click here to book your room and to receive our special United Way discount rate.

TRAVEL INFORMATION

Bush Intercontinental Airport and William P. Hobby Airport are the two closest airports to downtown Houston. Please click here to view transportation information.

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