2016 United Way Roundtable On Philanthropy

JUST ADDED! Select presentations are now available online.

DESCRIPTION

The United Way Roundtable on Philanthropy is a unique opportunity to meet business and philanthropic leaders from all over the world who have achieved success in business and in life, and who have the means and desire to lead lives of significance. It is a gathering of like-minded people who believe that positive change in our communities is possible and that we all have a responsibility, and the opportunity, to make that change. Attend, and you will return home inspired with new ideas for your personal philanthropic work, and an enlarged network of friends and partners.

Make sure to review our dynamic speakers for this year's event under the GUEST SPEAKERS section. Discussions at the Mexico Roundtable will include a global perspective on immigration/migration: how United Way communities are providing successful wrap-around supports for families and individuals, and how individual donors and community leaders are personally and collectively implementing effective strategies to combat poverty, well-being, and youth education during these transitions.

This 1 ½ minute video will give you visual representation of these gatherings:

This year, we will recognize and pay tribute to women of Mexico who have made significant contributions to their country, to their communities, and to the world. These exceptional and talented women inspire with personal stories of triumph, leadership, and honor. Please join us at this momentous reception, a once in a lifetime opportunity to gather around and support women who have made cultural history.

LOCATION AND DATES

The 2016 United Way Roundtable on Philanthropy will be held in Mexico City, Mexico, the city that the New York Times has designated as the Number 1 city to visit in 2016.

September 28, 2016 - September 30, 2016

City

REGISTRATION

Registration for the Roundtable is now closed. If you need assistance, please contact Kathy Parker at kathy.parker@uww.unitedway.org.

LODGING

Guests will stay at the The Presidente Intercontinental Mexico City, Campos Elíseos, 218, Polanco l 1560 México, DF (52-55) 5327 77 00)

CLICK HERE to make your reservations-group code and discounted information is already populated for you.

If calling to make your reservation, provide the following group name "UNITED WAY GROUP ZAG" for your discounted room.

Discounted room blocks are only available for September 26-September 30.

This location, which is business and residential, was selected as the number one choice because it is safe for tourists to walk in during the evenings, and there are many shops and restaurants nearby. It also has a large business center, four restaurants and a dozen shops on site. It is a short bus ride from the downtown, historic district and other evening event venues.

Rooms

GUEST SPEAKERS

BAG

Brian A. Gallagher is President and Chief Executive Officer of United Way Worldwide, the world’s largest privately-funded nonprofit. Gallagher is a regular contributor to a number of high-profile global discussions, including the World Economic Forum (WEF), Clinton Global Initiative and the Asia-Pacific Economic Cooperation (APEC) forum. Gallagher frequently speaks about critical issues ranging from sustainable growth in emerging economies to the ability of public/private partnerships to drive innovation and create long-term human success.

Under Gallagher’s leadership, United Way has shifted the focus of its mission to driving community change. This approach, which brings people together to create more opportunities for all, has been adopted in 41 countries and territories. Gallagher has also elevated brand stewardship to the highest priority. In 2008, United Way launched the LIVE UNITED campaign to engage communities in a more inclusive strategic effort. LIVE UNITED is an invitation to give, to advocate, to volunteer – an opportunity for all people to think of themselves as part of the solution.

Margarita Zavala

Margarita Zavala de Calderón, former First Lady of Mexico, is an attorney and currently serves as the president of an advisory board for DIF (el Desarrollo Integral de la Familia or the Integral Development of the Family). DIF is a government agency that helps to develop and strengthen families in Mexico.

Mike Hayde

Michael K. Hayde was born and raised in Compton, California. He has enjoyed and benefited from living in Southern California his entire life. In his formative years his family instilled in him traditional Irish Catholic values. He has had mentors all his life and learned at an early age the benefit of learning from those who had more experience and who were willing to help him. Mike has been blessed to be with the Western National Group, a 58 year old apartment company headquartered in Orange County, for the last 44 years. Since 1994 he has served as its Chief Executive Officer.

Mike co-founded Drug Use is Life Abuse, a nationally recognized non-profit teaching youth in Orange County about the issues of drug abuse. He has been active in fundraising for Big Brothers Big Sisters, Sisters of the Sacred Heart, Boy Scouts of Orange County, City of Hope, University of California Irvine Medical Center, and Chapman University. Mike is a member of the United Way Ten Million Dollar Roundtable, the Founding Chairman of the Board of United Way Tocqueville in Paris, France, Chairman of the United Way Worldwide Leadership Council in addition to being the 2013 United Way Tocqueville Award Honoree.

AVP

Alfonso Villalva is specialized in domestic and international corporate, commercial and banking law, with an extensive practice in financing, mergers, corporate acquisitions, antitrust proceedings, joint ventures, restructurings, infrastructure, clean tech projects and energy, public bids, project finance, corporate governance and succession structures, wealth management, family business planning, film productions and labor matters involving advice to employers in all material respects including planning, structuring, investigations and dispute resolutions.

As of June 1999, he became Partner of the firm Bufete Villalva, S.C. in which he continues with his professional practice to date. Mr. Villalva also supports social investment projects and acts as a regular speaker at national Conventions and other philanthropic organizations such as United Way México, the annual awards Visionaris granted by UBS and Ashoka's social entrepreneurs and philanthropy, Fundación Ruíz Obregón and Casa Hogar Alegría, I.A.P.

He has participated for over 20 years in different capacities at United Way México (serving as a member of the board and Secretary for more tan 14 years). He was elected Chair of United Way México on December 2011.

SVG

Steven van Groningen joined Raiffeisen Bank, Romania, over 10 years ago and has turned it from a former loss-making state owned bank into one of the largest and most successful banks in Romania. Raiffeisen Bank has over 5,000 employees and 500 branches in Romania and is part of Raiffeisen Bank International, Austria.

Mr. van Groningen is also a board member of the Foreign Investors Council, one of the most important employers’ organizations in Romania. He is also a founding member of the Romanian Aspen Institute and actively involved in a number of charitable organizations. He was one of the founders of United Way of Romania in 2004 and its first president. He is still a member of the Board of United Way of Romania.

Mr. van Groningen is also a former Olympian (Rowing, 1984, Los Angeles) and Ironman triathlete (2006 and 2011). His is married to Valeria Racila, Olympic Bronze (Moscow) and Gold (Los Angeles) medalist for Romania. They live in Bucharest, Romania.

Mr. Choi

Mr. ShinWon Choi, the son of the founder of the SK, serves as the Chairman and CEO of the SK Networks, and is engaged in the distribution of energy, trade, and resource development projects within its overseas branches. From 2000 to early 2016, he held office as the Chairman of SKC, one of the major global companies in film and chemistry industries.

Mr. Choi is the first Asian member to join the United Way Worldwide Leadership Council in 2012. He was among 48 leading givers compiled by Forbes Asia as ‘Heroes of Philanthropy’ in 2009. He was appointed to be the 5th and 6th Chairman of Gyeonggi Community Chest of Korea, spreading the ‘sharing and donation’ spirit in the region. Also, he leads the major donor society in Korea know as the ‘Honor Society’. He is interested in resolving various social issues, especially supporting families with diverse backgrounds and helping North Korean refugees settle down in Korean society.

Mr. Choi contributes to improving educational opportunities for teenagers in Korea. Following the will of his father and the founder of SK, the late Jong Kun Choi, Shin Won Choi donated his private funds to establishing ‘Sunkyoung Choi Jong Kun Foundation’ to support students who have financial difficulties--key to his ongoing commitment to building a better local community.

Dr. Taukli

Dr. Juliette Tuakli is CEO of CHILDAccra; which provides Pediatric and Public Health services in West Africa. CHILDAccra is located in Accra, Ghana where Dr. Tuakli has a specialist pediatric medical practice. She created an innovative Postgraduate program (Child Rights and Health in Africa) that is now used throughout Africa. Her earlier research/service work in the U.S., with underprivileged urban children, led to the creation of a Department Community Pediatrics at Children’s Hospital of Boston.

Dr. Tuakli was a Regional Medical Consultant (NE) for the U.S. Department of Health and Human Services and more recently Deputy Director of Family Health International’s START program in Ghana. She has been critically involved the implementation of Ghana’s successful national HIV/AIDS programs. Dr. Tuakli was also a World Health Organization (WHO) advisor in tropical disease knowledge management in Africa; particularly diseases of poverty.

Dr. Tuakli is the Vice Chairperson of the AU's Diaspora African Forum and was Chair of WISE (a national empowerment program for women) in Ghana. Dr. Tuakli co-produced the Istanbul Declaration for the African Union designed to ensure women and children’s rights and health needs are recognized in African Union program and policy development.

Jorge Uribe

Jorge Uribe worked in P&G in numerous positions across different continents and markets until his recent retirement after almost 34 years of service. He has a longstanding commitment to United Way, having served on the boards of the United Way in Colombia and Venezuela, United Way International and the United Way Global Transition Board. He chaired the international Membership Support and Development Committee, the worldwide membership accountability committee and currently chairs the United Way Worldwide Resource Development Committee. He also provided leadership to United Way’s Brazil initiative and works to increase network capacity in the Latin American region.

Mr. Uribe is personally dedicated to improving communities, having served on the board of directors in Colombia for the American Chamber of Commerce-Colombia, Council of American Companies, National Industry Association, and in Venezuela, the American Venezuelan Chamber of Commerce, Conapri and as president of Alianza Social. He is currently serving in the Board of Directors at Ingredion Inc, out of Chicago and in Grupo Argos and Carvajal SA out of Colombia.

JN

Dr. Jacline Nyman, President and CEO of United Way Centraide Canada, leads a national movement for social change comprising over 100 community-based federated United Way organizations. With over 1000 staff, 200,000 volunteers and more than 1 million donors, United Ways and Centraides raise and invest over $550 million annually with and for Canadian communities.

United Ways and Centraides in Canada focus on ensuring people move from a life of poverty, to one of possibility; that communities are built to sustain healthy people; and that kids can be all that they can be.

Immediately prior to this leadership role, Jacline worked with Smith School of Business (Queen’s University) as the Executive Director of Development and Alumni Relations where she acted in the capacity of principal gifts strategist and chief development officer, personally negotiating many significant philanthropic gifts and business partnerships working with stakeholders around the globe.

Alex Sink

Alex Sink, member of the United Way Worldwide Leadership Council, served as Florida's elected Chief Financial Officer from 2007 - 2011 where she was responsible for the state's accounting, treasury, and cash management functions along with insurance agent licensing, risk management and consumer services and advocacy. Additionally, the four person state Cabinet was responsible for the offices of Insurance Regulation and Financial Regulation. She also served as one of three trustees responsible for management of the state's $120 billion pension fund. Subsequent to her public service she was named Senior Advisor at Hyde Park Capital, a Tampa headquartered investment banking firm focused on mergers, acquisitions, and capital raising where she held an investment banking license. She currently serves on the board of C1 Bank and Verger Capital Management.

Prior to her public service Sink had a 26 year career at Bank of America, where she was statewide President of Florida operations for seven years before retiring in 2000. She has served on several public company boards, including Raymond James Financial and is a 20 year member of the Wake Forest University Board of Trustees where she is the chair of the Audit Committee.

Sink has been inducted into the Tampa Bay Business Hall of Fame and served as a leader in many Florida statewide business organizations. In 2011, she founded the Florida Next Foundation, a nonpartisan, 501(c)(3) nonprofit organization, works to empower young people, entrepreneurs and small businesses so they can drive the innovation needed to enhance Florida’s economy and quality of life.​

JC Gruffat

Jean Claude Gruffat has recently joined Galileo Global Advisors in New York as a Managing Director.

Prior to this move, he was posted in New York as a Managing Director for Citigroup since April 2011. He acted as a senior calling officer worldwide on large multinational company’s clients of the firm. Before this global assignment, he was for 12 years Citi Country Officer for France.

During his posting in Paris, Jean Claude ran for over 10 years the Global Relationship Banking teams for France, Belgium and Luxembourg. He had the opportunity during this time to work on many complex transactions of mergers and acquisitions, funds raising through equity and bonds issuance, $ and Euros, syndicated facilities, hedging of currency and interest rates exposure. He also offered innovative solutions to manage the cash flows of large multinationaux. He then served for a few years as a director of Citibank International plc, headquartered in London.

Jean Claude Gruffat is a Governor of the American Hospital of Paris, a Director of the American Hospital of Paris Foundation, a Director of the DC based Competitive Enterprise Institute, a Trustee of the New York French Institute Alliance Francaise, and a Founder of Institut des Libertes. He was recently nominated for a 3 years term effective May 2014 to the Board of Trustees of United Way Worldwide headquartered in Alexandria, VA.

SCHEDULE

During the next few weeks, the agenda for the 2016 Roundtable on Philanthropy will appear in this space, so check back often.

Wednesday, September 28

9:00am-11:30am – Optional Tour of Fondo Unido Program Site

Welcome Reception and Dinner- Join us for an evening in the Old City. Dinner at the famous Gran Hotel overlooking the main city square, a walk through the city center and tour of the Aztec ruins.

Thursday, September 29

8:00am-9:00am: Buffet Breakfast

9:00am-10:15am: General Opening Session

OPENING REMARKS: MR. VAN GRONINGEN •Mr. Steven van Groningen, CEO, Raiffeisen Bank S.A., Romania, Bucharest, Romania, Chairman, United Way Roundtable on Philanthropy planning committee and Chairman, International Network Committee of the United Way Worldwide Leadership Council.

KEYNOTE PRESENTATIONS •Mr. Brian A. Gallagher, President and Chief Executive Officer, United Way Worldwide, Alexandria, Virginia and Tocqueville Society member. Mr. Gallagher will discuss United Way Worldwide’s global efforts in supporting successful immigration and migration programs.

Morning Break

10:30am to 11:45am: General Session

Community Strategies for Successful Migration

United Way representatives will share personal responses to issues of immigration/Migration, specifically in Shanghai and central Canada through a moderated panel discussion. •Dr. Jacline Nyman, President and CEO of United Way Centraide Canada, leads a national movement for social change comprising over 100 community-based federated United Way organizations. Dr. Nyman will share how they successfully aid in the transition of European families immigrating to Canada.

11:45am-12:15pm: General Session

A Donor Perspective: Our Role in Ever Changing Communities

Dedicated United Way Leadership Council Member Mr. Shin Won Choi illustrates his philanthropic role around migration issues including North Korean defectors and the European Refugee initiative. •Shin Won Choi, Chairman & CEO of the SK Networks Co. Ltd., Seoul, Korea. Mr. Choi is among the 48 leading givers compiled by Forbes Asia as ‘Heroes of Philanthropy’ in 2009. He was appointed to be the 5th and 6th Chairman of Gyeonggi Community Chest of Korea, spreading the ‘sharing and donation’ spirit in the region. Also, he leads the major donor society in Korea known as the ‘Honor Society’.

12:15pm-12:30pm: Coming Soon

12:45pm-2:15pm: Networking Luncheon

2:30pm-3:45pm: General Session

Signature Issues Panel: A Call to Action-Positively Impacting Children of Immigrants and Migrants

•Jorge Uribe, United Way Worldwide Board Member, worked in P&G in numerous positions across different continents and markets until his recent retirement after almost 34 years of service. He has a longstanding commitment to United Way, having served on the boards of the United Way in Colombia and Venezuela, United Way International and the United Way Global Transition Board.
•Dr. Juliette Tuakli, CEO of CHILDAccra; which provides Pediatric and Public Health services in West Africa. CHILDAccra is located in Accra, Ghana where Dr. Tuakli has a specialist pediatric medical practice. She created an innovative Postgraduate program (Child Rights and Health in Africa) that is now used throughout Africa.

4:00pm-4:30pm: Closing Keynote Speaker

•Margarita Zavala, Margarita Zavala de Calderón, former First Lady of Mexico, is an attorney and currently serves as the president of an advisory board for DIF (el Desarrollo Integral de la Familia or the Integral Development of the Family). DIF is a government agency that helps to develop and strengthen families in Mexico.

Cocktails and dinner at Castillo de Chapultepec-Black Tie Formal

Friday, September 30

8:00am-9:00am: Buffet Breakfast

9:00am-10:30am: General Opening Session

KEYNOTE PRESENTATION: Stronger Together-United Way’s Inspiring Global Footprint

Join two of our most dedicated volunteers as they describe United Way’s encouraging growth model in the Caribbean and Cuban regions.

•Rick Waugh •Alfonso Villalva, Partner of the firm Bufete Villalva, S.C., Mr. Villalva supports social investment projects and acts as a regular speaker at national Conventions and other philanthropic organizations such as United Way México, the annual awards Visionaris granted by UBS and Ashoka's social entrepreneurs and philanthropy, Fundación Ruíz Obregón and Casa Hogar Alegría, I.A.P.

Table Discussions – UW Expansion or regional approach to support local and global work

10:30am-10:45am: Break

General Session

Best Practices Panel Discussion-Major Giving in Small Communities

Volunteer leaders describe the power behind motivational giving, and what is needed for successful community impact transformation.

•Alex Sink, Prior to her public service Sink had a 26 year career at Bank of America, where she was statewide President of Florida operations for seven years before retiring in 2000. She has served on several public company boards, including Raymond James Financial and is a 20 year member of the Wake Forest University Board of Trustees where she is the chair of the Audit Committee. •Radu Florescu CEO of Centrade | Cheil, regional communication hub for South-East Europe, with headquarters in Bucharest and local offices in Belgrade, Zagreb, Sofia and Budapest. Mr. Florescu serves as the President of the Board for United Way Romania.

11:00am-12:00pm: General Session

Engaged Leaders in our Community

12:00pm-1:30pm: Closing General Session

PRESENTATIONS/MATERIALS

We are pleased to share these presentations (in pdf format) from the Roundtable on Philanthropy.

OPTIONAL FOUR DAY TOUR OF PUEBLA, MEXICO

Puebla

Guests will enjoy a four day (Saturday, October 1 - Tuesday, October 4) all inclusive tour of one of Mexico's oldest cities, Puebla.

Nestled in the middle of Mexico, under the imposing view of the Popocatepetl and Iztaccihuatl volcanoes, Puebla opens its doors and boasts its official titles: It was named a “heroic” city for being the site where Mexican troops’ defeated the French army in 1862 (Battle of Puebla); and it was also named a World Heritage Site by UNESCO in 1987.

Nevertheless, what makes this beautiful city most proud is its food, one of the most emblematic and delicious in Mexico. Known as the world’s mole, chiles en nogada and chalupas capital, Puebla takes us close to paradise with deserts that can only be attributed to a heavenly creativity: sweet potatoes, the Santa Clara cakes, and the pecan and pine nut fudge are just the beginning of a long listing that could very well be accompanied with chubby cherubs’ faces.

Puebla's design, also attributed to angels, goes back to 1532. A pleasant climate and a strategic location soon made it the second most important city in Colonial Mexico.

If there is a word that defines Puebla, then it is baroque. Complex flavors that seduce our palates, elaborated shapes that capture our sight, an irresistible mix of legends and stories, winding streets, fountains, gardens, craft markets, artistic alleys… and a view studded with the churches’ domes. So, it is not outrageous to think that Puebla is the place that angels call home.

Please see detailed travel itinerary here.

Registration is now closed! If you have questions, please email Maggie Nicholas at maggie.nicholas@uww.unitedway.org or call 703.517.0121.

TRAVEL INFORMATION

Mexico City’s International Airport Capitán Carlos León s/n Col. Peñón de los Baños Del. Venustiano Carranza. Telephone. (55) 2482 2424

Mexico travel requirement by country

Transportation in Mexico

FONDO UNIDO MEXICO

In 1979, Fondo Unido was born as a citizen initiative promoted by the American Society in Mexico and grew rapidly with the voluntary participation of the private sector in Mexico, and in that same year joined the Private Assistance Board of the Federal District.

In 1989, a decade after beginning operations, they joined the global network of United Way Worldwide. In 1992, in response to the demands and social needs of the country, they expanded operations nationwide opening locations in: • United Way Bajio (Offices in Silao, Guanajuato). • United Way Jalisco (Offices in Guadalajara, Jalisco).

Fondo Unido currently operate in 25 states of the Republic and the CDMX, and currently, with the support of more than 113 corporate donors, 132,691 individual donors and 9,938 volunteers nationwide, they are working towards a future of providing better opportunities for all.

UNITED WAY WORLDWIDE LEADERSHIP COUNCIL

The United Way Worldwide Leadership Council encourages societal and business leaders to give, advocate and volunteer with United Way on a local, national, regional or worldwide level. They do this by providing these leaders with forums to share ideas and develop opportunities to work together to improve their communities. The Council members are also Ambassadors for United Way, using their network and connecting with others around the world around social issues.

The Council sponsors two donor forums annually, the Tocqueville/Million Dollar Roundtable Leaders’ Summit in the US and the United Way Roundtable on Philanthropy in a city outside the US.

KNOW BEFORE YOU GO

Here are a few things you will want to know before you travel.

Travel times: The cab ride from the Mexico City International Airport is roughly 10 miles to the hotel. However, during rush hour the ride can take up to an hour or more. When departing from the event, you will find taxi’s available at the hotel entrance (cash only), please allow yourself three hours for travel to the airport, check-in and any additional needs.

*All transportation to and from event venues will be provided.

Onsite registration for the Summit: Coming soon.

Dress for the Summit is business casual. The welcome reception on Wednesday evening is business casual, however, the Thursday dinner is Black-tie attire. Both dinners will include an outdoor component, so please bring a light jacket or sweater, and ladies may want to wear flat shoes for the Wednesday evening event which includes a walk through the old Square.

Weather: The average temperature in Mexico City in September is very mild with temperatures reaching the mid 70’s. Overnight temperatures generally reach the low to mid to upper 50’s, please bring a coat or wrap for evening events. September can also be described as being part of the rainy season, so please be advised when traveling to and from venues.

Mexico City, the capital of Mexico, is one of the most populous cities in the world. Mexico City teems with rich history that can be uncovered at area museums, monuments and archeological sites. But Mexico’s capital city has evolved into the center of its modern political and economic and cultural spheres. Arts and culture, in particular, flourish around Mexico City, also called Distrito Federal.

Promenades and parks exhibit D.F.’s world-class collection of public art, while museums and galleries showcase the works of national luminaries like Frida Kahlo and Diego Rivera.

Mexico’s capital is both the oldest capital city in the Americas was originally built on an island of Lake Texcoco by the Aztecs in 1325 as Tenochtitlan, which was almost completely destroyed in the 1521 siege of Tenochtitlan, and subsequently redesigned and rebuilt in accordance with the Spanish urban standards. In 1524, the municipality of Mexico City was established, known as México Tenochtitlán, and as of 1585 it was officially known as Ciudad de México (Mexico City). Mexico City served as the political, administrative and financial center of a major part of the Spanish colonial empire. After independence from Spain was achieved, the federal district was created in 1824.

Polanco District: The Intercontinental Hotel is located in the Polanco district, a famous and upscale district in Mexico City. The neighborhood is notable because of its cultural diversity and some of the wealthiest families in Mexico and Latin America have homes in Polanco, and a very long list of politicians, celebrities, artists and businessmen call the area home. This elegant and pedestrian friendly food mecca, boasts some of the area’s best restaurants and cultural sites.

City 2