Finance, Talent & Technology Forum

Fort Lauderdale, Florida

SEPTEMBER 9-11, 2019

 
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SCHEDULE

This year’s Finance, Talent & Technology Forum will offer a variety of exceptional programming in addition to our highly anticipated General Sessions:

  • Signature Sessions are designed around the critical success factors of the Modern United Way. During these sessions, participants will learn how their work contributes to mission success on a local scale and in the global network. We highly encourage Forum-goers to attend each signature session, which will repeat twice.
  • Curated by United Way leaders in finance, talent and technology, Breakout Sessions bring together operations professionals seeking a greater understanding of best practices in specific functional areas. These sessions are available to all attendees, regardless of the functional area you represent. Each breakout session will be offered once.
  • The Toolbox is open on Monday and Tuesday during all breakout session times for attendees to view demos and ask questions about how to use tools showcased at the Forum. On Monday, we’ll feature PerformanceLink, a business intelligence tool available to all United Ways that tracks critical data. Tuesday’s topic will be announced soon!
  • If you prefer small-group discussions, make sure to visit the Coastal Coffeehouse. We’ll offer hosted conversations on topics of interest across all our functional areas.

The proposed schedule below, including session titles and descriptions, is subject to change.

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09/08/2019
5:00 pm - 7:00 pmInformation Desk
5:00 pm - 7:00 pmRegistration
 
09/09/2019
7:00 am - 5:00 pmInformation Desk
7:00 am - 5:00 pmRegistration
8:00 am - 8:45 amNetworkingNewcomers Orientation Breakfast
8:30 am - 5:00 pmExhibits
9:00 am - 10:15 amGeneral SessionOpening General Session [More Info]
10:30 am - 11:45 amBreakout SessionAdapting to the Modern United Way: Keeping the Finance Team Relevant [More Info]
10:30 am - 11:45 amBreakout SessionBehind the Headlines: Looking Back to Look Forward [More Info]
10:30 am - 11:45 amBreakout SessionCompetency Development in a Changing Organization [More Info]
10:30 am - 11:45 amSignature SessionShared Services: The Key to Digital Transformation [More Info]
10:30 am - 11:45 amBreakout SessionState of Technology in the United Way Network [More Info]
10:30 am - 11:45 amThe ToolboxThe Missing Link: Connecting Data to Decision-Making and Performance [More Info]
12:00 pm - 2:00 pmGeneral SessionLunch & General Session
2:15 pm - 3:30 pmBreakout SessionAligning People to Organizational Success: Leveraging Competencies to Transform Performance Management [More Info]
2:15 pm - 3:30 pmBreakout SessionKeep Your Head in the Cloud: Making the Most of Cloud-Based Services [More Info]
2:15 pm - 3:30 pmSignature SessionShared Services: The Key to Digital Transformation [More Info]
2:15 pm - 3:30 pmThe ToolboxThe Missing Link: Connecting Data to Decision-Making and Performance [More Info]
2:15 pm - 3:30 pmSignature SessionThe Power of Applied Data to Maximize Operational Effectiveness [More Info]
2:15 pm - 3:30 pmBreakout SessionUsing Enterprise Risk Management to Drive Value for the Modern United Way [More Info]
3:45 pm - 5:00 pmBreakout SessionA Practical Guide to Implementing the New Not-for-Profit Reporting Standards [More Info]
3:45 pm - 5:00 pmBreakout SessionDon’t Feed the Phish: Identifying Threats and Mitigating Cyber Security Risk [More Info]
3:45 pm - 5:00 pmBreakout SessionInfluence without Authority: Its Not About Power! [More Info]
3:45 pm - 5:00 pmThe ToolboxThe Missing Link: Connecting Data to Decision-Making and Performance [More Info]
3:45 pm - 5:00 pmSignature SessionThe Power of Applied Data to Maximize Operational Effectiveness [More Info]
5:45 pm - 10:00 pmNetworkingHost City Event: Jungle Queen Riverboat [More Info]
 
09/10/2019
8:00 am - 5:00 pmExhibits
8:00 am - 5:00 pmInformation Desk
8:00 am - 5:00 pmRegistration
9:00 am - 10:15 amSignature SessionAlways On, Always Connected: Creating Year-Round Digital Experiences [More Info]
9:00 am - 10:15 amBreakout SessionBe Advised! Guidelines for Donor-Advised Funds [More Info]
9:00 am - 10:15 amBreakout SessionGrant Management: Best Practices and New Accounting Developments [More Info]
9:00 am - 10:15 amBreakout SessionIT Takes a Village: Working Together Toward Stronger Digital Security [More Info]
9:00 am - 10:15 amBreakout SessionThe Power of Empowerment: Why Great Leaders Are Even Better Facilitators [More Info]
10:30 am - 11:45 amBreakout SessionBalancing the Books: How to Prepare for Your Next Audit [More Info]
10:30 am - 11:45 amBreakout SessionDifficult Conversations: Be BRIEF and Be Effective [More Info]
10:30 am - 11:45 amBreakout SessionManaging Successful Projects in a World of Constant Change [More Info]
10:30 am - 11:45 amBreakout SessionRecruit Strong Talent in Your United Way [More Info]
10:30 am - 11:45 amSignature SessionTaking the Lead in Diversity, Equity and Inclusion Work [More Info]
12:00 pm - 1:30 pmGeneral SessionLunch & General Session
1:45 pm - 3:00 pmSignature SessionAlways On, Always Connected: Creating Year-Round Digital Experiences [More Info]
1:45 pm - 3:00 pmBreakout SessionNew Considerations for Budgeting [More Info]
1:45 pm - 3:00 pmBreakout SessionWhat Every Leader Should Know About Strategic Planning [More Info]
1:45 pm - 3:00 pmBreakout SessionWinning the Digital Security Battle: IT Security Checklist, Risk Register and IT Security Action Toolkit [More Info]
3:15 pm - 4:30 pmBreakout SessionA Dynamic Revenue and Expense Model for the Modern United Way [More Info]
3:15 pm - 4:30 pmBreakout SessionKickstart Your Career with Introduction to Financial Operations and Accountability [More Info]
3:15 pm - 4:30 pmBreakout SessionSuccession Planning: Beyond the 9-Box [More Info]
3:15 pm - 4:30 pmSignature SessionTaking the Lead in Diversity, Equity and Inclusion Work [More Info]
 
09/11/2019
8:00 am - 12:00 pmExhibits
8:00 am - 12:00 pmInformation Desk
8:00 am - 12:00 pmRegistration
9:00 am - 10:15 amBreakout SessionEngaging & Retaining Your High Performers [More Info]
9:00 am - 10:15 amSignature SessionEscaping the Departmental Silo: A Case for Cross-Functional Collaboration [More Info]
9:00 am - 10:15 amBreakout SessionStop, Collaborate and Listen: A Blueprint for Successful Mergers and Collaborations [More Info]
10:30 am - 11:45 amBreakout SessionBirds of a Feather: Peer-to-Peer Learning Exchange [More Info]
10:30 am - 11:45 amSignature SessionEscaping the Departmental Silo: A Case for Cross-Functional Collaboration [More Info]
10:30 am - 11:45 amBreakout SessionInvesting in our Leaders to Support the Modern United Way [More Info]
10:30 am - 11:45 amBreakout SessionTackling the Financial Challenges of Year-Round Campaigns [More Info]
12:00 pm - 1:30 pmGeneral SessionLunch & Closing General Session
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