United Way Financial Management and Human Resources Forum

The Financial Management and Human Resources Forum, taking place October 7-9 in Atlanta, Georgia, focuses on relevant "hot" topics that are sure to impact your function, regardless of your United Way metro size. This event combines financial management, human resource management and cross-functional topics and attendees are able to focus on the issues that are most relevant to their particular duties.

Attend the Financial and Human Resources Forum to gain knowledge in United Way governance practices, finance and human resources regulation and legislation around the country, and compliance with nonproft tax rules in order to maintain good internal controls. The 2013 Forum is guaranteed to provide top-notch learning sessions and stimulating networking opportunities.


The registration fee for the conference is $850 prior to September 20 and $950 after the early registration deadline.

We would also like to invite CEO’s, Board Members and other executives to attend for a day of prestigious speakers on Wednesday, October 9. We have an exciting day planned that will focus on strategic topics for local United Ways. First up is a presentation titled, "Who Are the Watchdogs, What Are They Watching and Why Do We Care?" presented by Ken Berger of Charity Navigator and Art Taylor of the BBB Giving Wise Alliance. This will lead up to a keynote by Dan Pallotta, author of Uncharitable. Following his presentation, Pallotta will facilitate table discussions for all conference attendees. Admission for Wednesday's special session is just $375. CLICK HERE TO REGISTER.



Dan Pallotta is a builder of movements. He invented the multi- day AIDSRides and Breast Cancer 3-Days. These events altered the landscape of options for the ordinary individual yearning to make an extraordinary difference. He’s also the author of Uncharitable: How Restraints on Nonprofits Undermine Their Potential, as well as the founder and Chief Humanity Officer of Advertising for Humanity, a full-service brand and inspiration agency for the humanitarian sector. He’s also told us that "the way we think about charity is dead wrong." And now, he’ll be returning to the United Way stage at the United Way Financial Management and Human Resources Forum. Pallotta will follow up his Staff Leaders Conference presentation with a discussion where he tackles the tough questions from attendees in an interactive group learning exercise. Registration for the entire Forum is available, along with one-day passes for those who want to take advantage of the high caliber speakers at Wednesday’s special session.



Monday, October 7
General Session - Welcome to Atlanta/Forum Chairs
Concurrent Learning Sessions

Tuesday, October 8
General Session
Concurrent Learning Sessions
General Session
Concurrent Learning Sessions
Host City Event

Wednesday, October 9
General Session
Concurrent Learning Sessions
Interactive General Session featuring Dan Pallotta
Concurrent Learning Sessions


Click on the Presentation title to download tools and Powerpoints.

View all of the Forum speaker bios here.

Monday, October 7
Technology Update and Data Security
Designation Processing Best Practices
Becoming a Mission of Choice
Multi Year Financial Planning
IT Value Proposition
The Practical Controller
It Only Counts Once
It Only Counts Once Contribution Revenue Decision Tree Tool
Making Financials Tell the Truth, and Your Story

Tuesday, October 8
Tax Receipting
Accounting for Grants
Employee Onboarding Programs.pdf
Tax Receipting
Finding Your Data and Dollars
What Board Members Need to Know about Nonprofit Finance
The Overhauled AICPA Audit and Accounting Guide for Nonprofits
Multi Year Financial Planning
The Overhauled AICPA Audit and Accounting Guide for Nonprofits Summary
The Overhauled AICPA Audit and Accounting Guide for Nonprofit Organizations
The What, Why and How of Fiscal Sponsorship Session

Wednesday, October 8
Keeping the Publics Trust: How to Minimize the Risk of Fraud 1
Keeping the Publics Trust: How to Minimize the Risk of Fraud 2
Who are the Watchdogs and What Are they Watching?


During the Forum we will be announcing the award winners for four awards:

We are asking for nominations by you of your Finance and Human Resource colleagues by August 5, 2013. A description of each award, the requirements, and the application instructions will be available soon. We are excited about the second year of awards recognition and we hope that you consider nominating someone for 2013.


United Way would like to thank the following sponsors for their generous support:


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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


Whether this is your first visit to Atlanta or you’re a local, there is always something new to see and do in the area. With a plethora of activities, you will not be bored. Make sure to check out the Botanical Garden, Georgia Aquarium, Zoo Atlanta, Georgia Dome and the Martin Luther King Jr. National Historic Site, to name a few. Atlanta brings together fine dining, shopping and a rich history to create a city with southern charm and world-class sophistication. It’s easy to see why Atlanta, Georgia is one of the most popular destinations in the Southeast to live and to visit. CLICK HERE for local area information.


The Forum will be located at the Atlanta Marriott Marquis. The room rate is $179/night.
CLICK HERE to book your stay.

Atlanta Marriott Marquis
265 Peachtree Center Avenue
Atlanta, Georgia 30303
404.521.0000 or toll-free at 877.622.3056


Shared-ride shuttle services are available at Hartsfield-Jackson Atlanta International Airport (ATL) during flight operating hours. These shuttles provide transportation service to hotels, convention centers, businesses and residences.
Local Shared-Ride shuttles provide service to cities located inside the metropolitan area, while Regional Shared-Ride shuttles service locations outside the Atlanta metro area. Local Shared-Ride shuttles run approximately 15 minutes apart, while Regional Shared-Ride shuttles depart every 30 minutes to an hour. Most shared-ride shuttles pick up on the Green Bus Aisle, which is located outside in the Ground Transportation Center between the Domestic North and South Terminals. We recommend that you contact the company directly to make reservations or for inquiries.
The Atlanta Airport Shuttle Service - 404.941.3440


The app is FREE, easy to use and takes just minutes to download. You will have to be registered for the conference to take advantage of all of its features. For those who are particularly savvy at social media, you can also instantly update your Twitter and Facebook profiles with information from the conference. For everyone, however, the app is fun, free and easy to use.
• To download on your iPhone, click herehttp://itunes.apple.com/us/app/united-way/id514572019?ls=1&mt=8 or simply search “United Way” in your phones app store and click on the Conference Connection mobile app.
• For the iPad, click here.
• For Android phones, click here.
• And, if you don’t have a smartphone, but you still want to make your own personal schedule, you can visit the website.
Make the most of your time at the conference and download the mobile app today.


Flexible credits are a percentage of United Way membership investment that is set aside by United Way Worldwide to support and enable United Way staff and volunteers to access conferences and learning opportunities. Flex credits are available to United Way professionals and volunteers who belong to United Ways that are in full compliance with membership standards and current with dues payments.

Flex credits can be used for the following if they are associated with an approved United Way Worldwide learning opportunity:

  • 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

Click here to access your United Way flexible credit report. If you choose to use Flex Credits to pay for a conference, 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.