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.
New tools are constantly being developed to help make it easier to do your work. The Toolbox will feature brief interactive sessions that will allow you to learn about and demo some of the latest tools and techniques designed for you. Stop by to ask an expert, try out the newest platforms and learn about tactical practices that you can take home with you after the conference. 
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 (Grand Salon Foyer)Information Desk
5:00 pm - 7:00 pmRegistration Desk (Grand Salon Foyer)Registration
 
09/09/2019
7:00 am - 5:00 pmInformation Desk (Grand Salon Foyer)Information Desk
7:00 am - 5:00 pmRegistration Desk (Grand Salon Foyer)Registration
8:00 am - 8:45 amGrand Salon BNewcomers Nexus
8:30 am - 9:00 amGrand Salon FoyerContinental Breakfast
8:30 am - 5:00 pmGrand Salon FoyerExhibits
9:00 am - 10:15 amGrand Salon EFOpening General Session: One Network, One Modern United Way [More Info]
10:30 am - 11:45 amCaribbean Salon VIAdapting to the Modern United Way: Keeping the Finance Team Relevant [More Info]
10:30 am - 11:45 amCaribbean Salon IIIBehind the Headlines: Looking Back to Look Forward [More Info]
10:30 am - 11:45 amGrand Salon BCompetency Development in a Changing Organization [More Info]
10:30 am - 11:45 amGrand Salon GCreating New Pathways To Success: How We Will Use Technology Strategy To Advance Our Mission [More Info]
10:30 am - 11:45 amCaribbean Salon IV-VShared Services: The Key to Digital Transformation [More Info]
10:30 am - 11:45 amGrand Salon CThe Missing Link: Connecting Data to Decision-Making and Performance [More Info]
12:00 pm - 2:00 pmGrand Salon EFLunch & General Session: How Data Powers Transformation [More Info]
2:15 pm - 3:30 pmCaribbean Salon VIAligning People to Organizational Success: Leveraging Competencies to Transform Performance Management [More Info]
2:15 pm - 3:30 pmGrand Salon GKeep Your Head in the Cloud: Making the Most of Cloud-Based Services [More Info]
2:15 pm - 3:30 pmCaribbean Salon IIIShared Services: The Key to Digital Transformation [More Info]
2:15 pm - 3:30 pmGrand Salon CThe Missing Link: Connecting Data to Decision-Making and Performance [More Info]
2:15 pm - 3:30 pmCaribbean Salon IV-VThe Power of Applied Data to Maximize Operational Effectiveness [More Info]
2:15 pm - 3:30 pmGrand Salon BUsing Enterprise Risk Management to Drive Value for the Modern United Way [More Info]
3:45 pm - 5:00 pmGrand Salon BA Practical Guide to Implementing the New Not-for-Profit Reporting Standards [More Info]
3:45 pm - 5:00 pmCaribbean Salon IIIDon’t Feed the Phish: Identifying Threats and Mitigating Cyber Security Risk [More Info]
3:45 pm - 5:00 pmCaribbean Salon VIInfluence without Authority: Its Not About Power! [More Info]
3:45 pm - 5:00 pmGrand Salon CThe Missing Link: Connecting Data to Decision-Making and Performance [More Info]
3:45 pm - 5:00 pmCaribbean Salon IV-VThe Power of Applied Data to Maximize Operational Effectiveness [More Info]
5:45 pm - 10:00 pmNo locationHost City Event: Jungle Queen Riverboat [More Info]
 
09/10/2019
8:00 am - 5:00 pmGrand Salon FoyerExhibits
8:00 am - 5:00 pmInformation Desk (Grand Salon Foyer)Information Desk
8:00 am - 5:00 pmRegistration Desk (Grand Salon Foyer)Registration
8:30 am - 9:00 amNo locationContinental Breakfast
9:00 am - 10:15 amCaribbean Salon IV-VAlways On, Always Connected: Creating Year-Round Digital Experiences [More Info]
9:00 am - 10:15 amCaribbean Salon VIBe Advised! Guidelines for Donor-Advised Funds [More Info]
9:00 am - 10:15 amGrand Salon BGrant Management: Best Practices and New Accounting Developments [More Info]
9:00 am - 10:15 amGrand Salon GIT Takes a Village: Working Together Toward Stronger Digital Security [More Info]
9:00 am - 10:15 amGrand Salon CLet’s Talk Tools! Digital Services, Shared CRM and UpPurpose [More Info]
9:00 am - 10:15 amCaribbean Salon IIIThe Power of Empowerment: Why Great Leaders Are Even Better Facilitators [More Info]
10:30 am - 11:45 amCaribbean Salon VIBalancing the Books: How to Prepare for Your Next Audit [More Info]
10:30 am - 11:45 amCaribbean Salon IIIDifficult Conversations: Be BRIEF and Be Effective [More Info]
10:30 am - 11:45 amGrand Salon CLet’s Talk Tools! Digital Services, Shared CRM and UpPurpose [More Info]
10:30 am - 11:45 amGrand Salon BManaging Successful Projects in a World of Constant Change [More Info]
10:30 am - 11:45 amGrand Salon GRecruit Strong Talent in Your United Way [More Info]
10:30 am - 11:45 amCaribbean Salon IV-VTaking the Lead in Diversity, Equity and Inclusion Work [More Info]
12:00 pm - 1:30 pmGrand Salon EFLunch & General Session: Empowering Change [More Info]
1:45 pm - 3:00 pmCaribbean Salon IV-VAlways On, Always Connected: Creating Year-Round Digital Experiences [More Info]
1:45 pm - 3:00 pmGrand Salon CLet’s Talk Tools! Digital Services, Shared CRM and UpPurpose [More Info]
1:45 pm - 3:00 pmCaribbean Salon VINew Considerations for Budgeting [More Info]
1:45 pm - 3:00 pmCaribbean Salon IIIWhat Every Leader Should Know About Strategic Planning [More Info]
1:45 pm - 3:00 pmGrand Salon BWinning the Digital Security Battle: IT Security Checklist, Risk Register and IT Security Action Toolkit [More Info]
3:15 pm - 4:30 pmCaribbean Salon VIA Dynamic Revenue and Expense Model for the Modern United Way [More Info]
3:15 pm - 4:30 pmGrand Salon BKickstart Your Career with Introduction to Financial Operations and Accountability [More Info]
3:15 pm - 4:30 pmGrand Salon CLet’s Talk Tools! Digital Services, Shared CRM and UpPurpose [More Info]
3:15 pm - 4:30 pmCaribbean Salon IIISuccession Planning: Beyond the 9-Box [More Info]
3:15 pm - 4:30 pmCaribbean Salon IV-VTaking the Lead in Diversity, Equity and Inclusion Work [More Info]
 
09/11/2019
8:00 am - 12:00 pmGrand Salon FoyerExhibits
8:00 am - 12:00 pmInformation Desk (Grand Salon Foyer)Information Desk
8:00 am - 12:00 pmRegistration Desk (Grand Salon Foyer)Registration
8:30 am - 9:00 amNo locationContinental Breakfast
9:00 am - 10:15 amGrand Salon BCatching Stars: How to Engage and Retain Your High Performers [More Info]
9:00 am - 10:15 amCaribbean Salon IV-VEscaping the Departmental Silo: A Case for Cross-Functional Collaboration [More Info]
9:00 am - 10:15 amGrand Salon CFamilyWize: Leveraging Prescription Savings for your Community [More Info]
9:00 am - 10:15 amCaribbean Salon IIIStop, Collaborate and Listen: A Blueprint for Successful Mergers and Collaborations [More Info]
10:30 am - 11:45 amGrand Salon GBirds of a Feather: Peer-to-Peer Learning Exchange [More Info]
10:30 am - 11:45 amCaribbean Salon IV-VEscaping the Departmental Silo: A Case for Cross-Functional Collaboration [More Info]
10:30 am - 11:45 amGrand Salon CFamilyWize: Leveraging Prescription Savings for your Community [More Info]
10:30 am - 11:45 amGrand Salon BInvesting in our Leaders to Support the Modern United Way [More Info]
10:30 am - 11:45 amCaribbean Salon IIITackling the Financial Challenges of Year-Round Campaigns [More Info]
12:00 pm - 1:30 pmGrand Salon EFLunch & Closing General Session: Digital by Design [More Info]
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