Finance, Talent & Technology Forum

Fort Lauderdale, Florida

SEPTEMBER 9-11, 2019

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The Finance, Talent & Technology Forum will feature the best, brightest, and most innovative professionals in their fields. Updates on speakers will be available in the coming weeks.

We will be rolling out additions to the speaker lineup regularly, so keep checking back and following us on Workplace by Facebook (available to United Way Network members) to get the most recent updates.

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Caleb Gardner [More Info]
Managing Partner
18 Coffees
Caleb Gardner is an insatiably curious innovation consultant with unique professional experience, from startups to nonprofits, from Fortune 100 clients to presidents. In addition to a formidable career in private sector at Edelman and Bain & Company, Caleb was the lead digital strategist for President Obama's political advocacy group, OFA, during the second administration. Now as the co-founder and managing partner of 18 Coffees, Caleb helps build next-generation capability within businesses trying to change the world.
Lori Malcolm [More Info]
Chief Culture & Operations Officer
United Way Worldwide

Lori Malcolm serves as the first Chief Culture Officer for United Way Worldwide where she is focused on building a high-performing culture across a network of more than 1800 local United Ways in more than 40 countries. As United Way fights for the health, education and financial stability of every person in every community, Ms. Malcolm brings her expertise in systems, strategy and excellence at an important time in the organizations history. Working with a diverse staff across the worldwide network, she is playing a critical role in connecting culture with the networks transformation to a business model focused on engaging individuals, while leaping forward in digital strategy. Her responsibilities encompass the organizations People functions including Recruiting, Talent Development, Learning & Conferencing, Human Resources, and Operations Excellence.

Prior to joining United Way Worldwide, Ms. Malcolm held senior roles for industry-leading organizations known for their strong cultures of performance and execution. Ms. Malcolm led Recruitment Marketing and Diversity Recruiting at Walt Disney World, IT Recruitment and Organizational Effectiveness at Walmart, and served as the SVP Human Resources and Talent at the franchised concept, Checkers and Rallys Restaurants. She brings a systems approach to her work that builds upon her engineering background, including 10 years developing and selling technology solutions with IBM, Corp.

Lori earned a Bachelor of Science in Operations Research and Industrial Engineering from Cornell University and has served on numerous nonprofit boards and industry associations focused on her passion to help others live better, healthier lives. She and her husband, Phil, reside in Tampa, FL and have four children between the ages of 21 and 28 who live in Japan, New York, Los Angeles and Miami.

Fred Santarpia [More Info]
Recently recognized as U.S. Chief Digital Officer of the Year 2018
CDO Club
Michael Wilkinson [More Info]
Founder and Managing Director
Leadership Strategies, Inc.
Michael Wilkinson is the Managing Director of Leadership Strategies, Inc. - a leadership training and strategy consulting firm specializing in group facilitation. He is considered a national leader in the facilitation industry and is the author of bestseller The Secrets of Facilitation, The Executive Guide to Facilitating Strategy, and CLICK: The Virtual Meetings Book. He is a board member of the International Institute for Facilitation and founder of the Database. He is one of the first five Certified Master Facilitators in North America and was named Facilitator of the Year by the Southeast Association of Facilitators in 2003. Active in both the private and public sectors, he has provided leadership training and strategy development assistance to such diverse organizations as The Coca-Cola Company, Unisys, EPA, CDC, KPMG Peat Marwick, and the American Cancer Society. Mr. Wilkinson is a much sought after facilitator, trainer and speaker, both in the U.S. and around the globe. He has completed international assignments in Bangkok, Brisbane, Glasgow, Hamburg, Hong Kong, London, Melbourne, Milan, Singapore, Sydney and Wellington. Prior to Leadership Strategies, Mr. Wilkinson spent six years with ADP and eight years in the information technology practice of Ernst & Young's Management Consulting Group. He is a High Honors graduate from Dartmouth and resides in Atlanta.
Deirdre Asnis [More Info]
Senior Director, Processing and Data Systems
United Way Worldwide
Dan Barnes [More Info]
Executive Chairman
Barnes Family Foundation
Lisa Beaudoin [More Info]
Director, Business Development
Institute of Management Accountants
As Director of Business Development for the Institute of Management Accountants (IMA), Lisa works with companies and educational institutions around the world to create awareness of the benefits of membership in a professional association, as well as the benefits of earning the Certified Management Accountant (CMA) certification. Prior to joining IMA, she was the Accounting Department Chair at Cleary University in Ann Arbor, Michigan. Earlier in her career, Lisa held various accounting and financial management positions at Ford Motor Company, Ford Credit, and IBM Corporation. She holds a BBA from the University of Michigan and an MBA from the University of San Diego.
Stefanie Boles [More Info]
Chief Operating Officer
United Way of Central and Northeastern Connecticut
Stefanie is currently Chief Operating Officer at United Way of Central and Northeastern Connecticut. Previously Stefanie served as Chief Financial Officer at United Way of Greater New Haven for seventeen years and Controller for two years. In her role as Chief Operating Officer, Stefanie provides strategic direction for the development and operation of United Ways administrative, financial, legal and risk management operations, Resource Development and Donor Services teams. She also oversees the Information Technology, Human Resources and Facilities management functions of the organization. Stefanie is a member of the United Way Worldwide Financial Issues Committee and was one of twenty system leaders selected nationally to develop a framework for diversity and inclusion within the United Way network. Stefanie is Founder and CEO of the Connecticut Black Professionals Network and has been named one of New Haven Business Times 20 Noteworthy Business Women. She has received awards from the National Association of Negro Business and Professional Women and the New Haven faith Community for her work in the community. Stefanie has served on the United Way Worldwide Finance, Human Resources and Information Technology forum planning committee, facilitating learning sessions in the United Way network and with finance professionals in both the for-profit and non-profit communities. She has also served as a mentor to other emerging leaders within the network and the local community. Prior to joining United Way, Stefanie worked as an accountant and leader in corporate law in Los Angeles. Stefanie holds a Masters Degree in Executive Leadership and a Bachelors Degree in Accounting from Liberty University. Stefanie is a musician and avid cyclist. She and her husband Arthur have been married for over 34 years. They have one son and a brand new grandbaby!
Tom Brean [More Info]
Grant Thornton LLP
Tom is a partner in Grant Thorntons Chicago Not-for-Profit Audit Practice. He has over 30 years of experience in public accounting and has been responsible for audits and consulting for a wide variety of not-for-profit organizations. Tom is currently dedicated to providing services solely to Grant Thorntons not-for-profit clients. He is also a frequent speaker on not-for-profit topics, including for the AICPA, Illinois CPA Society and many other organizations. Tom's experience includes working with large national and international social service organizations, membership organizations, charities, foundations, cultural institutions, higher education institutions, arts organizations, religious organizations and community development organizations. Tom is a former chair of the Illinois CPA Society Not-for-Profit Committee and received the Society's 2012 Distinguished Service Award. He is also on the Board of Trustees and Treasurer of the Chicago Architecture Center.
Kathleen Cannon [More Info]
President & CEO
United Way of Broward County
As a social worker by trade, Kathleen Cannon understands firsthand the impact that non-profits have in the community. As President and CEO of United Way of Broward County she utilizes her talents and undeniable ability to recognize a need and then seek out partners to create long-lasting positive solutions. Prior to joining United Way of Broward Countys leadership, Kathleen was the Vice President and Chief Operating Officer at Broward House. Kathleen has been in executive leadership for more than 25 years. Her philosophy is to lead with intention, purpose and to be strategic and goal oriented. She feels motivating and inspiring others to excellence starts with a profound sense of integrity and a positive regard for all stakeholders. Kathleen believes it is important to outline clear expectations which facilitate the accomplishments of desired outcomes. Her experience as a direct service provider and administrator is invaluable in running a well-rounded community organization. These attributes combined with her excellent visionary abilities and sharp business acumen makes her a motivating leader. Kathleen has worked with a multitude of populations including people with chronic persistent mental illness, substance abuse, runaway teens, persons with physical disabilities, people living with HIV/AIDS and children with disabilities. Kathleen has received several accolades for her leadership and dedication to ensuring that she is changing all lives for the better including: Women of Distinction Honoree from March of Dimes, Influential Business Women Honoree from South Florida Business Journal and the Women of Excellence Sapphire Award from Cleveland Clinic. This past year she was awarded the Champion of Children Award from HANDY, the Spirit of Justice Award from Legal Aid, the Difference Maker Leadership Award from Extraordinary Women Leading Change Leadership Conference and most recently she was presented with the Ultimate CEO Award from South Florida Business Journal.
Filippo Carini [More Info]
Chief Operating Officer
United Way of Greater Milwaukee & Waukesha County
Fil has been the Chief Operating Officer at United Way of Greater Milwaukee & Waukesha County for 16 years. In reality, he explains that he is really the CFO with responsibility for other areas that no one else wants to do. His career started in public accounting with Deloitte and since has been in both for profit and nonprofit work. He has served on United Way Worldwides Financial Issues Committee.
Jerry Dannemiller [More Info]
Vice President, Digital Services
United Way Worldwide
Martha Davis [More Info]
Director, Performance Excellence
Navigant Consulting, Inc
Amy Dinofrio [More Info]
Vice President of HR, Talent, & Board Development
United Way Worldwide
Amy Dinofrio is United Way Worldwides Vice President of Human Resources, Talent, & Board Development. She oversees internal human resources and leads efforts to support more than 1,800 local United Ways in building organizational capacity, recruiting and retention and designing customized professional leadership development programs for board members and staff. Ms. Dinofrio brings more than 17 years of human resources and talent management experience to this role. Before joining United Way Worldwide in 2017, she led human resources, operations and 2-1-1 at Pikes Peak United Way in Colorado for 13 years. Since joining the team at United Way Worldwide, she has advanced professionally from manager to director and then to her current role as Vice President. Ms. Dinofrio earned her bachelors degree from Kings College in Wilkes-Barre, PA, and her Masters of Business Administration (MBA) from the University of Notre Dame. She has served on numerous nonprofit boards. She and her partner, Camryn, live in Alexandria , Virginia with their three dogs.
Lucia Downton [More Info]
Vice President, Technology & Operations
United Way of Central Indiana
Lucia (Lucy) Downton is the Vice President of Technology and Operations for the United Way of Central Indiana. After receiving a Chemical Engineering degree from Purdue University, she began her career working in the utility industry. She started in Quality Assurance at a nuclear power plant and then moved into regulation and operations for natural gas. After 14 years she decided to transition to something more meaningful. She began her United Way career as a loaned executive in 1997. Lucy worked in Fundraising at UWCI for 15 years according to Lucy fundraising is just another form of sales. As Director of the annual campaign she saw their fundraising results grow from $36.3m to $41m in 8 years. In 2013, after working closely with the Finance department over the years and leading the internal technology advisory team for many years, she was asked to move to a leadership role in Operations and oversee Technology for the organization. In 2017, Downton was recognized as an honoree for CTO of the Year award in Not-for-profit/Government division. She currently sits on the Board of Directors for Indiana United Ways, a statewide association. Lucy leads the Technology Engagement Core Group for the UW network.
Kenneth Euwema [More Info]
Vice President, Controller
United Way Worldwide
Alex Fike [More Info]
Director, Board & Leadership Programs
United Way Worldwide
Alex Fike is energized when tackling the complex and the ambiguous to fix the worlds trickiest problems. Hes motivated by the power of collective action to realize a better world. Today he serves as the Director of Board & Leadership Programs at United Way Worldwide. In this role, he helps United Ways around the globe partner more effectively with their Board to advance the mission of United Way. He also leads the successful leadership development programs for high-potential and high-performing staff so they can better achieve their goals and support their organizations objectives. His own board and leadership service spans decades and across multiple sectors including nonprofit, governmental, and political organizations for established and nascent organizations. An avid learner, he holds certifications as a Nonprofit Board Consultant, an Effective Facilitator, Lean Six Sigma, and practices design thinking, and futurecasting.
Kelly Fischbein [More Info]
Director, Performance Research
United Way Worldwide
Kelly is a Director of Performance Research at United Way Worldwide. She manages the Database 1: Corporate and Employee Giving Survey, Resource Investment Survey and Human Capital Study. She is part of the United Way Worldwide Information Gateway cross-functional team, analyzing data provided by United Ways international partners. Prior to her career with United Way Worldwide, Kelly worked in Evaluation at the American Red Cross. Kelly holds a Bachelors degree from Trinity University in San Antonio, Texas, and a Masters in Psychology with concentrations in Evaluation and Organizational Behavior from Claremont Graduate University in Claremont, California.
Amy Floryan [More Info]
Director, Digital Engagement
United Way Worldwide
Cynthia Fram [More Info]
Director, Human Resources
United Way of San Diego County
I have worked at United Way of San Diego County since 2005. I have seen many changes and I am really excited about the Growth Mindset that is happening at all levels of United Way. My job as Director, Human Resources is to align people to our organization success by leveraging my HR expertise to transform our workplace. I have my B.A. in communications from University of Oregon, my Human Resources Management certificate from University California San Diego and last year I obtained the SPHR credential. I enjoy spending time with Husband, Daughter and our newly adopted 2 year old Tibetan terrier, Theodore Douglas.
Michael Gerber [More Info]
CPA, Partner
Michael is a member of the BKD National Not-for-Profit Group. He has more than 14 years of experience providing audit, accounting and financial consulting services to colleges, foundations, social service agencies, member organizations and other not-for-profit organizations. He serves as an engagement partner, performs quality control reviews, assists organizations with policy and procedures, performs and oversees audits, assists clients with analysis and strategic direction and routinely meets with management and boards to discuss technical accounting issues. He is a member of the American Institute of CPAs (AICPA) and Kansas Society of CPAs (KSCPA). He was a member of the 2012 KSCPA 20 up to 40 Leadership Program and the 2017 Emerging Leaders Academy. Michael is a graduate of Kansas State University, Manhattan, with a M.Acc. degree.
Vilmarie Gilliam [More Info]
Ryan Gould [More Info]
Practice Director, Business Technology
KSM Consulting
Day-to-day, Ryan focuses on helping our Business Technology teams deliver exceptional service to clients. From working on projects such as the implementation of Office 365 and Microsoft Azure, to designing and delivering client solutions, being a mentor to team leads, and pursuing new business, Ryan is passionate about understanding people and delivering high quality service to meet their needs. In his free time, Ryan loves to cook, compete in local billiards tournaments, and continuously learn. Any given day, you can find Ryan developing new skills to tackle tough client challenges.
Edwin Goutier [More Info]
Vice President, Innovation
United Way Worldwide
As Vice President of Innovation for United Way Worldwide, Edwin is passionate about reimagining how we come together to solve social issues. He’s a firm believer in the power of technology to augment human intelligence, particularly to enhance equitable solutions that are designed locally. Edwin has training in product management, strategic foresight, and design thinking. He holds a degree in Sociology from the University of Florida.
Marveen Hart [More Info]
Director, Diversity & Inclusion
United Way Worldwide
Wendy Johnson [More Info]
Chief Operating & Human Resource Officer
United Way of Greater Houston
Wendy M. Johnson, SPHR Wendy is Chief Administrative and Human Resource Officer at United Way of Greater Houston where she has been since 2006. In her current role, she provides strategic and operational direction and support to the staff of 200+ employees. She is responsible for managing the daily operation of the human resources, facilities and information technology teams. In addition to those administrative responsibilities, she leads the talent management team which develops and implements leadership and organizational change programs. As a member of the senior leadership team and as an organizational development professional, she works with the United Way staff on conflict, change and performance issues. Prior to joining the United Way, Wendy honed her skills in the human resource field with AT&T Corporation in Atlanta, GA for 20 years in training, staffing, recruiting, organizational development and human resource management. Wendy graduated from Northeastern University in Boston, MA with a Bachelor of Arts in Psychology and has a Master of Science in Human Resource Development from Villanova University in Philadelphia, PA.
Bill Kitson [More Info]
Director, U.S. Western Region
United Way Worldwide
Bill Kitson has spent the last 30 years working for United Way at both the local and national level. He is currently the U.S. Western Regional Director for United Way Worldwide, working with 156 United Ways across the region focusing on performance. He is committed to engaging community members to give, advocate and volunteer through United Way to achieve our aspirations for every child to graduate, every family to achieve financial stability and good health for all. Bills most recent local United Way experience was as president and CEO of United Way of Greater Cleveland, where they annually raised over $40 million. In his almost four years he implemented an innovative wraparound strategy, bringing community help and support to 25 Cleveland Metropolitan School District schools, raising $2.5 million annually to bring the program to life. Before arriving in Cleveland, 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. His 30 years of fundraising, marketing and leadership experience in the United Way network also includes service in Milwaukee, New York, Connecticut and his native Rhode Island. In Cleveland, Kitson served on the Mayor's Transformation Alliance, Ohio Governor Kasich's Community Connectors Advisory Board, and was a member of the Leadership Cleveland class of 2013. He has also served as chair of the United Way Worldwide National Professional Council, 2-1-1 Work Group co-chair, NFL Partnership co-chair, 2011 Staff Leaders Conference co-chair, member of Ohio Governor Strickland's Anti-Poverty Task Force and co-chair of Toledos 2010 census committee. Kitson is a graduate of Hartwick College in Oneonta, N.Y., and was named Hartwick College's Distinguished Young Alumnus of the Year in 2002. He served on Hartwicks Board of Trustees from 2011 to 2017.
Meghan Lynch [More Info]
Senior Director, Data Operations
United Way of Salt Lake
Meghan Lynch is the Senior Director of Data Operations at United Way of Salt Lake, where she oversees the organizations information technology strategy and provides leadership for continued development of innovative, robust, and secure information technology systems that allow for easy extraction and analysis of data. Meghan brings over 20 years of experience and has a diverse background encompassing research, evaluation, and technology solutions. She champions solutions that fully harness the power of data to effectively improve organization efficiencies. Prior to coming to United Way of Salt Lake, she worked for the University of California, Los Angles and the University of Utah. At the University of Utah, her work significantly expanded clinical research opportunities by overseeing the implementation of a common data model that standardizes millions of data points across several national healthcare organizations. Although Meghan spent several years in the academic medical research field, she got her professional start as a social-service evaluation consultant for schools, community organizations and government agencies. It was these early experiences in which she discovered that she could blend her passion for serving her community with her passion for data and technology. Meghan is pleased to bring these passions together to serve both the greater Salt Lake City community, and the teams at United Way.
Tina MacVeigh [More Info]
Senior Vice President, Network Strategy
United Way Worldwide
Tina MacVeigh serves as Senior Vice President of Network Strategy for the US Network. In this role with United Way Worldwide (UWW), Tina is responsible for leading the local United Way business model transformation and building the local capacity to execute against our evolving Bold Play Strategy. Tina has 20 years of leadership experience, ranging from start-ups to global organizations, and a high level of expertise in strategic planning, organizational transformation, enterprise system implementation, business intelligence and analytics, impact assessment, revenue generation and more. Prior to joining UWW, Tina worked at United Way of Greater Cincinnati (UWGC), where she served as Senior Vice President and Chief Strategy Officer. Tina was a member of the executive leadership team for UWGC, which is the sixth largest United Way in the U.S. In her role, Tina helped to develop, implement and sustain the organizations internal and external strategy by aligning people, processes and technology solutions. She previously served as vice president for CA Technologies and held senior roles at Oracle and Siebel Systems
Darlene Middleton [More Info]
Director, Grant & International Giving
United Way Worldwide
Darlene Middleton is the Director, Grants and International Giving within the Finance Department of United Way Worldwide for over 3 years. She manages and overseas the day-today accounting and financial reporting functions associated with grants, contract, and international Donor Advised Giving (IDAG), and other restricted funding projects such as the recent disasters. Darlenes also focuses on ensuring budget and compliance with donor requirements, and address concerns including development of control policy and procedures for IDAG and other UWW grants. Additionally, she also works closely with the controllers in the preparation of year end schedules for the audited financial statement and IRS Form 990 and other required reports. Prior to joining UWW, Darlene work with Winrock International (WI) for over 15 years in numerous roles including senior program officer. She has more than 15 years of professional experience in the international development field managing natural resources, forestry, and rural development projects for various clients, including State Department and USAID. She has extensive experience on financial and budgeting forecasting, in addition to developing grants manual and the management of numerous small grants program between $1-5 million. Darlene holds a Master of Science in Resource Management and a Bachelor of Science in Business Administration. She has additional training in areas such as Financial Accountability, USAID/Federal Rules & Regulations NGO Grants & Cooperative Agreements, USAID Administrative Compliance, and NGO Project Management.
Carlos Molina [More Info]
Chief Financial Officer
United Way of Miami-Dade
James Morrison [More Info]
Computer Scientist
Federal Bureau of Investigations
Cheryl Nelson [More Info]
Senior Vice President, Finance & CFO
United Way of Central Ohio
Cheryl Nelson is Senior Vice President of Finance and Chief Financial Officer for the United Way of Central Ohio. In her role, Cheryl is committed to ensuring the organization achieves its mission of improving lives by mobilizing the caring power of the community while maintaining adherence to strict accountability and transparency standards to uphold financial integrity and donor trust. Cheryls areas of responsibility include finance, accounting, pledge processing, donor designation processing, human resources, building management, data sciences and information management. Cheryl received a B.A. in Psychology from Wittenberg University and is a CPA (currently inactive). Her career includes experience in public accounting, healthcare finance and non-profit financial and operational management. Prior to joining United Way in 2001, Cheryls first United Way experience was working as a Loaned Executive early in her public accounting career. Cheryl is an alumni member and past chair of the United Way Worldwide Financial Issues Committee. She also serves as Board Vice Chair for UPIC Solutions, a national information technology services cooperative founded by local United Ways. Cheryl's other volunteer work includes serving as a mentor in the United Way Women's Leadership E3 program and a site coordinator for United Ways TaxTime free tax preparation service. She and her husband live in Westerville, Ohio and have 3 adult sons. Outside of work and volunteering, Cheryl enjoys travel and spending time with family and friends on Middle Bass Island (Lake Erie) and Puerto Rico.
Dan Nielsen [More Info]
Vice-President Business Integration & Transformation
United Way Centraide Canada
Meet Dan Nielsen, the newest member of the United Way Centraide Canada (UWCC) team. As Vice-President, Business Integration and Transformation, Dan is in a brand new role at UWCC. Dan joined us from United Way Calgary and Area where he served as Vice-President, Digital and Information Services since 2017. He is a bilingual, strategic leader with 20 years experience in developing, leading and managing technology and business integration solutions. Prior to joining United Way Centraide (UWC), Dan served in senior leadership positions at Canadian Tire, working closely with local dealers to implement shared business solutions. In this new role, Dan will lead the shared systems and solutions strategy for UWC, including major business integration initiatives as part of UWCs future state priorities and transformation agenda. Dan holds a second degree black belt in judo and used to compete for the Ontario team. He applies his athletic spirit to bringing people together to deliver new and innovative solutions.
Craig Nuechterlein [More Info]
Vice President, Information Technology & Processing
United Way of Greater Milwaukee and Waukesha County
Summor Pennington [More Info]
Chief Financial Officer
United Way of Metropolitan Nashville
Summor has been with the United Way of Metropolitan Nashville for 13 years. In her position as CFO, Summor oversees all fiscal management and due diligence for the organization, as well as counsel and management of Human Resources, Information Technology and Building Operations. Summor received her bachelor's degree in Accounting from the University of Indianapolis and her Masters of Business Administration from Middle Tennessee State University. She is married to Mack, and together, they have four children who are all extremely active in school and sports.
Molly Pieroni [More Info]
United Way Worldwide
Molly "MP" Pieroni works with United Ways across the network as they explore the Digital Services platform and Philanthropy Cloud. She is a resource to provide information and answer questions by staff members, leadership and board members. MP has many years of experience working with a variety of companies in transformation efforts. She brings a technology background and strategy consulting expertise to her role at United Way Worldwide. She is a firm believer that disruptive technology environments like the one we navigate today can change the trajectory of businesses. Her work is focused on sharing the platform/team/content that the Digital Services has built by and for United Ways to be successful in this ever-evolving environment. MP lives in Dallas, Texas with her husband. Her two young adult children are attending school. She earned a BBA in Finance from William and Mary and an MBA from Harvard Business School.
David Poe [More Info]
Chief Technology Officer
United Way of Greater St. Louis
David has a passion to serve the community. Through his volunteer work with United Way he realized the need of technology talent in the nonprofit world. He is the Chief Technology Officer for United Way of Greater St. Louis, a non-profit dedicated to helping people in the Greater St. Louis region live their best possible lives. David was the CTO of UPIC Solutions and successfully helped grow the company to become the largest United Way shared services provider in the nation. David was also a founding member of the industrys first online Electronic Health Record system, Quest Diagnostic's Quanum Solutions, used by nearly half of all physicians across the United States. David is a graduate of Miami University of Ohio and holds a B.S. in Systems Analysis and a minor in Mathematics. He currently resides in St. Louis, Missouri with his lovely wife, Julia, energetic daughter, Katie, always looking for trouble son, Jimmy, two turtles, Juliet and Buddy, and puppies, Peanut and Benny. The Poe Family is a certified foster care family and deeply involved with local community efforts supporting children and youth STEM programs.
Dr. Sandra Richtermeyer [More Info]
Dean, Manning School of Business
University of Massachusetts Lowell
Sandra Richtermeyer, Ph.D., CMA, CPA (inactive), works actively with a variety of professional organizations and is a frequent speaker on professional development, governance, risk management, internal control, and anti-corruption. Her teaching and research interests are in the areas of corporate governance, accounting information systems, and nonprofit and governmental accounting. She has authored many articles in academic and practitioner publications. Her research publications have featured many topics including technology enablement, enterprise systems, nonprofit accounting, and professional issues for accountants. In addition to her academic background, she worked as a CPA for many years in Denver, Colorado, with a practice focus on compliance, assurance, and systems implementation. Over the past 20 years she has held many roles at IMA (Institute of Management Accountants) at the local, regional, national and global level. She continues to serve as a director on the IMA global board where she served as Global Chair from 2010-2011. One of the areas she is most passionate about is womens leadership development, and over the past 10 years she has enjoyed working with various womens groups, giving presentations, and most importantly, listening, learning, and encouraging change and growth, both in the U.S. and abroad.
Sarah Roy [More Info]
Chief Operating Officer
United Way of Central Iowa
Sarah joined United Way of Central Iowa (UWCI) in 2007 as Chief Operating Officer. She provides day-to-day management of operations at the 60-employee organization, assisting the president and board of directors to identify, address, and execute on strategic initiatives aligned with United Way's future direction. She is responsible for assessing fiscal conditions of the organization, including financial and budget management, planning, administration and monitoring of expenditures to ensure cost-effective support of programs, strategies, and policies. In addition, Sarah manages the organization's technology assets. She applies knowledge of policies and best practices in personnel/human resource functions with a particular focus on compensation, benefits packages, and personnel information systems. Before joining United Way, Sarah spent over 25 years of her career working at the national headquarters of a local insurance company. In her last position as CFO, she managed financial operations and reporting throughout the insurance company holding system. In 2014, Sarah was presented with the Outstanding CPA in Business and Industry Award by the Iowa Society of Certified Public Accountants. Sarah is a Fellow of the Society of Actuaries. She earned her BSBA degree in actuarial science and accounting from Drake University.
Kevin Smith [More Info]
Chief Financial Officer
United Way of the National Capital Area
Kevin Smith is the Chief Financial Officer at United Way of the National Capital Area. He is responsible for providing strong financial leadership and prudent fiscal stewardship; promoting a culture of customer service and collaboration with internal staff and external constituents; and advising senior leadership and the Board of Directors on plans to achieve United Way NCAs goals and objectives. Kevin brings to United Way NCA more than 20 years of successful finance, accounting, grant-making, procurement, information systems, facilities, and human resources management experience in the non-profit, financial services and real estate sectors. Kevin earned his undergraduate degree in accounting from the University of Maryland and received his Master of Business Administration (MBA) degree from American University. Prior to joining United Way NCA, Kevin was the Vice President, Finance for Pew Charitable Trusts. Under his leadership, Pew established a robust financial operation at its DC headquarters; upgraded its financial management systems and reporting capabilities; streamlined and standardized its policies, processes and structure; and promoted a culture of customer service, collaboration, teamwork and fiscal stewardship. Before joining Pew, Kevin was the Chief Financial and Administrative Officer for Fannie Mae Foundation. Kevin has held key finance positions with businesses that include The Rouse Company, Sun Oil Company and Coopers & Lybrand, where he became a Certified Public Accountant (CPA). Kevin is also a long-standing volunteer board member for several national non-profit organizations who promote the financial empowerment of underserved individuals and families living throughout the United States. Kevin is the proud father of four amazing daughters and lives in Maryland with his wife Christine.
Mike Stewart [More Info]
Executive Vice President & Chief Operations Officer
United Way of Greater Houston
Mike Stewart is the executive vice president and chief operating officer for the United Way of Greater Houston. The United Way engages caring people to improve lives and build a stronger community. Mike oversees United Ways community impact activities and administrative functions. Mike is integral to United Ways strategic vision to create the opportunity for every person in our community to thrive. Mike is the former Vice President, Chief Accounting Officer and Treasurer of Marathon Oil Corporation, retiring after 29 years of service. Mike currently serves on the board of directors of The American Leadership Forum Houston Gulf Coast Chapter, Teach for America Houston Region and Texas Workforce Commission Gulf Coast Workforce Solutions. Mike is a certified public accountant and a graduate of Southern University and the University of Houston.
Mark Sutton [More Info]
Executive Vice President and Chief Financial Officer
United Way Worldwide
Mark Sutton serves as United Way Worldwides Executive Vice President and Chief Financial Officer. Mark has been with United Way for nearly two decades, most recently serving as the Chief Financial Officer of United Way of Greater Atlanta where he managed the assets and liabilities totaling more than $100 million. In 2015, the Atlanta Business Chronicle awarded Mark with the CFO of the Year award in the non-profit category and during this same year, Mark was also named CFO of the year for the United Way network. Mark is one of the founding members and currently leads the network-wide strategy team for United Way LINC. United Way LINC operates in 19 cities and engages thousands of early career professionals in shaping their communities through activism and philanthropy. Mark enjoys golfing and is an avid aviator where he enjoys spending time building and flying his aircrafts.
John Taylor [More Info]
Senior Vice President & Chief Technology Officer
United Way Worldwide

John Taylor is the Chief Technology Officer & Senior Vice President at United Way Worldwide. Prior to this position, John served as Senior Executive-In-Charge, responsible for United Way Worldwides Northeast Regional Office in Tri-State. He has also worked with United Way of Metropolitan Chicago as the Vice President of Strategic Partnerships & Community Relations. In this role, John coordinated United Ways relief efforts for 8,000 Gulf Coast evacuees to relocate to Chicago in the aftermath of Hurricane Katrina. He received his M.B.A., with specialization in MIS, from the University of Baltimore and his Bachelor of Science in Administration from Columbia Union College.

In addition to his professional and academic accomplishments, John has served as Executive Director of the Rehoboth Community Development and Empowerment Corporation, which functions as the health and human services arm of his local assembly. As a graduate of the Millennial Class of Associated Black Charities Leadership Program, John proudly served as the 2003-2004 President of their Alumni Association. He is also a graduate of the United Way Advanced Leadership program. Mr. Taylor has served his community as a volunteer with Meals on Wheels and HERO (Health Education Resource Organization), providing caregiver services to people impacted by HIV/AIDS.

Mary Terp [More Info]
Senior Director, Human Resources
United Way of the Greater Lehigh Valley
Mary Terp has been leading staff engagement and organizational development at United Way of the Greater Lehigh Valley in Allentown, PA since 2013 and has served on the United Way Worldwide Talent Advisory Council since 2016. At UWGLV Mary has been instrumental in implementing a variable pay program that has been the model for other local United Ways across the country in tying campaign and organizational performance to staff bonuses. Mary holds a BA in Human Resource Management, a BS in Management of Information Technology and an AAS in Marketing. She is SHRM-SCP and HRCI SPHR certified as well as certified by TTI Success Insights as a Professional Behavior Analyst and Professional Motivators Analyst. Her 18 year career in human resources has spanned small boutique manufacturers, to one of the largest manufacturing corporations in the world, to her current non-profit role.
Rich Voccio [More Info]
Chief Administrative Officer
United Way of Massachusetts Bay and Merrimack Valley
Rich joined United Way of Massachusetts Bay and Merrimack Valley (UWMB) in May 2017 as Chief Administrative Officer after the past eleven years at the United Way of Rhode Island as EVP, Finance & Administration and Chief Financial Officer. At UWMB Rich provides direct oversight of their financial and treasury operations, facilities, human resources and donor services. Rich is also responsible to the UWMB board Audit, Finance and Investment committees. He works directly with the President and CEO in an advisory role of UWRIs financial and administrative responsibilities as well as the senior financial management liaison to the Board of Directors. On committee work, Rich reports to the Board Treasurer on the Finance Committee, and Chairs of the Audit Committee and Investment Committee. Rich has participated as a Planning Committee member for the annual United Way Worldwide Financial Management & Human Resources Forums in years 2007-2010, and in 2010 was nominated to the United Way Worldwide Financial Issues Committee (FIC). . In 2011, Rich was nominated and appointed by his FIC peers as the FIC Vice-Chair and in 2013 was nominated and appointed the FIC Chair. Rich is a graduate of the 2016 UWW Advanced Leadership Program. Rich has 35 years professional experience in both for profit and non-profit accounting. His work history includes corporate auditing in manufacturing and insurance industries, and financial planning and analysis in retail management. Prior to joining United Way, Rich served nine years as Chief Financial Officer for Newport County Chapter RIARC in Newport, RI, a non-profit organization assisting adults and children with developmental disabilities. He holds both Bachelor of Science in Business Management (1984) and MBA (1992) with a concentration in Finance from Providence College. Rich resides in Seekonk, Massachusetts with his spouse Kristin and daughters Leah and Lauren, all musicians.
Beth Watson [More Info]
Chief Human Resources Officer
United Way of Tarrant County
Beth Watson is executive vice president and chief human resources officer for United Way of Tarrant County where she is responsible for all employee relations initiatives across the organization. In her role she manages all recruitment, onboarding, talent management, and health and safety programs; ensures organizational and leadership development, performance management and strategic human resource planning; and the creation and implementation of policies. She oversees a competitive compensation and benefits program and ensures compliance with employment-related laws, regulations, and best practices. Prior to her work with United Way of Tarrant County, Beth served as a human resources consultant where she advised clients of diverse sizes and industries regarding human resources best practices. Beth received a BBA, Management and Marketing from Texas Christian University (Go Frogs!) and is a certified Senior Professional in Human Resources (SPHR).
Brian Weber [More Info]
Vice President, IT Infrastructure & Facilities
United Way Worldwide
Brian has overall responsibility for overseeing the daily work activities of United Way Worldwide electronic and physical infrastructure teams. In this broad role, Brian manages a team comprised of technology and facilities professionals to include, network engineers, audio visual engineers, facilities engineers, telecom professionals, and IT help desk support staff. Brian serves as the UWW security officer responsible for life safety and the physical security of the property as well as safeguarding UWW intellectual property throughout local network. Brian is an established technical writer ensuring UWWs IT policies and procedures are accurate and enforced. As a member of the Financial Issues Committee team, Brian was a key content contributor in the areas of physical and electronic data security. Brian is an integral part of risk management team working directly with external vendors to perform vendors assessments, penetration testing and internal controls audits. Brian holds the following certifications: Cisco switching and routing (CCENT), Global Information Assurance Certifications/Global Security Essentials and Global Enterprise Defender (GIAC/GSEC-GCED), Information Technology Information Library (ITILv3). Brain has also successfully completed boot camp style trainings in ethical hacking and security awareness. He is married with two children, Britney 27 and Nicolas 21, and resides in Centreville, Virginia.
Lisa Wilder [More Info]
Director, Performance Research
United Way Worldwide
Lisa is the Director of Performance Research for United Way Worldwide. She manages network-wide studies that measure and evaluate the performance of over 1,100 United Ways in fundraising and corporate relations, volunteer engagement, efficiency, and individual engagement. Prior to joining United Way Research, Lisa worked for United Way of America in IT, as part of the Volunteer Solutions and UWCMS Campaign Management software teams. She began her United Way career at United Way of Burlington County in New Jersey, initially as a volunteer, then as the Office and Systems manager. Lisa holds a Bachelors degree in Communications from Hofstra University in Hempstead New York. Lisa also volunteers with Everybody Wins DC, a reading and mentoring program for elementary school students in Arlington Virginia.
Jacob Austin [More Info]
Director, Digital Marketing
United Way of Central Maryland
Jacob Austin is the Director of Digital Marketing at United Way of Central Maryland overseeing implementation of strategies & platforms to engage donors & volunteers and build the United Way brand by driving web traffic, revenue and best-in-class digital experiences. He is accountable for the success of digital strategies related to Salesforce Marketing Cloud and ClickDimensions automation, Philanthropy Cloud and MobileCause giving platforms, volunteer & event registration systems, and online advertising. Jacob is also the lead liaison to United Way Worldwide’s Digital Services content & engagement team. Prior to United Way, Jacob was Director of Digital Media at the national office of the NAACP running digital strategy for the country’s leading civil rights organization. Highlights at NAACP include the redesign of flagship website, 37% year-over-year increase in online memberships sales, and directing social media strategy for the 49th NAACP Image Awards and 2016 National Convention resulting in both events to trend nationally on Twitter. Jacob previously served as Digital Director for Baltimore Mayor Stephanie Rawlings-Blake and the Maryland Department of Commerce. He is a graduate of Towson University and lives in the Fells Point neighborhood of Baltimore.
Denise Barretto [More Info]
Relationships Matter Now
Lee Klumpp [More Info]
Director Nonprofit & Education
National Assurance
Jessica Knobbe [More Info]
United Way of King County
Greg Magnani [More Info]
Director, Brand Licensing
United Way Worldwide
Andrea Massimilian [More Info]
Consultant and Project Manager
KSM Consulting
Andrea Massilimian, PMP, is a Consultant on KSM Consultings Management Consulting team with a strong history of managing multifaceted marketing initiatives and events and successfully coordinating complex client projects. In her current role, Andrea manages all project components, including timeline, budget, team member accountability, and resource alignment. She is skilled at gathering business requirements to understand process flows, pain points, and process consolidation possibilities. Andreas experience executing multi-state marketing events; developing customer and prospect-focused marketing campaigns; and collaborating on marketing strategy, brand awareness, and messaging has positioned her to fully understand client needs, lead change management and strategy initiatives, and ultimately ensure project success.
Athena Mihas [More Info]
Vice President, Finance
Greater Twin Cities United Way
Alyssa Moore [More Info]
Manager, Talent Capacity
United Way Worldwide
Vickie Nisbet [More Info]
Dominic Perri [More Info]
Founder & President
Essential Conversations Group
Dominic J. Perri is Principal Consultant of the Essential Conversations Group, a consulting firm based in Chicago. Dominic is a nationally-recognized consultant who has provided change management support, strategic planning, leadership development, and board development to over 100 organizations in more than 25 states. A sample of his recent projects includes: • Partnered with the United Way of Central Indiana to develop the Diversity and Inclusion initiative “What It’s Like to Be Me”, deliver Unconscious Bias training and provide an assessment of UWCI’s organizational culture. In these initiatives he partnered with the executive leadership and Board and led all-employee gatherings. • Developed and led change management processes for Randstad Corporation, DePaul University, Spherion Corporation and Muscular Dystrophy Association. • Designed and delivered leadership training programs for CareerBuilder, McKesson Specialty Health, Liberty Mutual Insurance, Loyola University-Chicago and the Chicago Symphony Orchestra. Additional clients include Consulate Healthcare, Dot Foods and University of Kentucky. Dominic recently co-authored a national study of strategic planning practices among non-profits, published in the journal Strategy and Leadership. He has presented at numerous national conferences and spoke across the U.S. on topics including building belonging in organizations and managing people of different generations. Dominic has served as adjunct faculty at DePaul University and as a member of the board of directors of the Organization Development Network of Chicago. Other memberships include Association of Consultants to Nonprofits, Conscious Capitalism Chicago Chapter, Association for Talent Development. Academy of Management and Association of Change Management Professionals. He also has extensive experience in surveys and focus groups from working at research centers at the University of Maryland and Georgetown University. Dominic is a certified executive coach whose clients include university presidents, corporate CEOs and national religious leaders. He holds a B.S. in Physics from The Catholic University of America as well as an M.A. in both Sociology and Economics from the University of Maryland, College Park. He is certified in Center for Creative Leadership 360 Suite, Covey 7 Habits, and Human Synergistics Organizational Culture Inventory. In addition to his professional work, Dominic enjoys cooking, Renaissance Italian art, and European soccer. He lives with his wife Patricia and their two daughters in Elmhurst, IL.
Stephanie Scott [More Info]
Principal Researcher
United Way of Broward County
Dr. Stephanie Scott currently serves as the Principal Researcher for United Way of Broward County. She has over 20 years of program administration, operations, and evaluation experience in human services. Previously, Dr. Scott served as an Assistant Research Professor at the University of Miami’s Miller School of Medicine, Mailman Center for Child Development where she served as the research coordinator on evaluation efforts funded by the U.S. Department of Education, U.S. Department of Health and Human Services, and the U.S. Department of Agriculture. Prior to relocating to the South Florida area, Stephanie was a Senior Consultant with Booz Allen Hamilton serving as a subject matter expert on health and human services programs. Dr. Scott graduated from The Catholic University of America with a Doctorate of Philosophy in Social Work with a specialization in policy and research and a Masters of Science in Social Work from the University of Louisville with a specialization in social work administration.
Orinzal Williams [More Info]
Executive Director, IT
United Way of Greater Atlanta
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