AGENDA

See the high level agenda for the United in Purpose event below. This event begins at noon on Wednesday, May 17 and will end by 1:00 p.m. on Friday, May 19. While formal programming will conclude at 5:00 p.m. daily, we'll host an evening reception on Thursday, May 18. Be sure to tell us during registration if you are planning to attend so we can plan accordingly. Times list below are in Central Time (CT) - the local time in Houston, Texas. Agenda subject to change so keep an eye out for latest updates!

Skill Building Sessions: Will most closely resemble traditional learning sessions, led by subject matter experts to provide strategic takeaways, accompanied by process-driven materials for improving United Way performance.
Collaboration Sessions: Session that aims to engage participants in: ​exploring a critical topic or question (posed in a general or other session), providing input or guidance on a network deliverable or proposed policy, enrolling them in priority network efforts (e.g., by becoming a pilot site or research participant) and recommend that these sessions further the purposes of the working groups (see above) by supporting their decisions, enrollment needs, and/or deliverables. 

Best Practice Sessions: Peer-to-peer sharing session presented by United Way staff that highlights a practice or process used to drive a United Way’s performance that can be adapted by participants to do the same. 

Day 1: Wednesday, May 17

7:30 am - 5:30 pm
11:30 am - 1:00 pm
Closed meeting, by invitation only.
12:00 pm - 1:00 pm
1:00 pm - 2:15 pm
2:15 pm - 2:45 pm
2:45 pm - 4:45 pm
Working Group Meetings (closed)
Closed meeting, by invitation only.
Closed meeting, by invitation only.
Closed meeting, by invitation only.
2:45 pm - 4:45 pm
Working Group Meetings (closed)
Closed meeting, by invitation only.
Closed meeting, by invitation only.
Closed meeting, by invitation only.
2:45 pm - 4:45 pm
Working Group Meetings (closed)
Closed meeting, by invitation only.
Closed meeting, by invitation only.
Closed meeting, by invitation only.
2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

2:45 pm - 4:45 pm
Skill Building Sessions
United Way relies on corporate partnerships and employee engagement to drive revenue and brand awareness. As competition increases for charitable dollars across the sector, United Ways must showcase tangible partnership benefits and maximize strengths to move beyond the traditional workplace campaign where we're most widely 'known' Join leaders from Social Capital Partnerships to learn effective strategies for driving revenue and holistic partnership support from your current partners and prospects in your pipeline. This session will dive into case studies from other nonprofits, tips on campaign pitching, and seizing opportunities to grow relationships.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Leah Ray photo

Leah Ray

Chief Strategist
Social Capital Partnerships

Strong United Way performance relies upon a high-performing Board, a high-performing CEO, and the two working in partnership. The Board and CEO's ability to work interdependently and collaboratively is especially important during times of change, such as recovery from a community crisis, setting goals, or unprecedented growth from significant grants. This session will explore what it takes to ensure a strong Board and CEO partnership, how to leverage the attributes of successful partnerships to lead change effectively, and how to assess your strengths in moving forward in driving this partnership. Attendees will take away concrete next steps for proactively engaging with Board leaders as strategic partners.
Bill Kitson photo

Bill Kitson

Director, U.S. Central Region
United Way Worldwide

Kimberly Starrs photo

Kimberly Starrs

President & CEO
Inland SoCal United Way

Jessica Muroff photo

Jessica Muroff

CEO
United Way Suncoast

Would you like to learn how to build an effective policy vision, goals, and action plan? Join this session to learn how to leverage public policy advocacy and reach your United Way's long-term community objectives. Attendees will take away legal do's and don'ts, learn how to build a strategic plan and hear from subject matter experts on developing and cultivating relationships with policymakers for impact.
Josh Dickson photo

Josh Dickson

Vice President, Public Policy
United Way Worldwide

Barbara Saverino photo

Barbara Saverino

Director, Public Policy
United Way Worldwide

A healthy, thriving major gifts pipeline is core to your United Way's ability to nurture donors at every level to be a part of the collective progress of our mission. Yet, most organizations struggle to effectively move donors through the donor pipeline and into major gifts. Mid-level donors are a vital part of this strategy and are often overlooked because of their vast numbers and unique differences. This session will explore the importance of the major gifts pipeline and teach you ways to utilize your team to activate leadership and your Tocqueville Society to enhance your fundraising efforts and increase community impact.
Karen Kendrick photo

Karen Kendrick

Director, Learning
Veritus Group

Lisa Robertson photo

Lisa Robertson

Director, Client Services
Veritus Group

Jeff Schreifels photo

Jeff Schreifels

Principal
Veritus Group

This Nonprofit Finance Roundtable will share essential insights from experts with Grant Thornton, one of the world's leading independent audit, tax, and advisory firms. The sessions will give finance and operations staff essential tools to enhance their work, including a comprehensive presentation, an interactive discussion of 990 reporting best practices, reporting on trends in competitive benefits and the remote workplace, and optimizing cost recovery models for federal grants.
Rachelle Jackson photo

Rachelle Jackson

Consultant
Grant Thornton

Matthew Lerner photo

Matthew Lerner

Principal
Grant Thornton LLP

Mary Torretta photo

Mary Torretta

Principal
Grant Thornton

Your United Way has made great strides on social media, has a great-looking website, and regularly shares informative emails with stakeholders and prospects. Now what? During this session, digital marketers from UWW and local United Ways will share tools to ensure your digital health is on target and highlight how digital data can be used to scale revenue growth and impact. You will leave this session with tools to perform regular Digital Health Checks and a blueprint to help United Ways at all stages of a digital marketing journey.
Sofia Dupi photo

Sofia Dupi

Director, Digital Engagement
United Way Worldwide

Jose Chirinos photo

Jose Chirinos

Digital Specialist
United Way Worldwide

Your United Way is doing great things, but more people need to know about it! Telling that story effectively - to donors, prospects, partners, media, and your community - is critical. This session will help you do just that, with hands-on practice informed by a global narrative expert, along with practical tips and tools to help you make the case for United Way. You'll leave with clarity around communicating your United Way's unique value-add, and new ideas about tactics you can use.

Regardless of your role or United Way size, this skill-building session will offer you content you can use as soon as you get home, to tell your United Way's story in a way that resonates with your community.

Tetiana Anderson photo

Tetiana Anderson

Marketing Communications Consultant
United Way Worldwide

This series examines the mindset required to mine new channels and sources for support and then explores how to lead change for United Way growth successfully.

Part 1: Rebalancing United Way's Resource Portfolio: Using a Growth Mindset to Lead Revenue Diversification
Given the dynamic nature of United Way's role in communities, emerging social issues, and the changing philanthropic landscape, leaders must constantly rebalance their revenue channels and sources to support impact for critical community priorities. This session will tap into effective United Way CEO principles and methods that drive relevancy and impact by adopting an agile resource development mindset. Attendees will learn revenue diversification techniques and best practices to help guide their impact agenda.

Part 2: Guided by a Steady Hand: Ensuring Smooth Operations During Growth and Innovation
United Ways that lead with a growth mindset often generate programs, services, and products that take their organizations into new territory where existing roles, processes, and cross-functional collaboration expectations may no longer be effective. Learn how experienced United Way leaders have managed the operational side of innovation and what you should consider while undergoing organizational change. Topics will include driving functional alignment, managing resistance to change, and helpful CEO / COO best practices to implement during seasons of change.

Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Matt Marshall photo

Matt Marshall

President & CEO
United Way of West Tennessee

Erin Budde photo

Erin Budde

Sr VP, Strategic Insights & Ops
United Way Worldwide

Marci Lesko photo

Marci Lesko

Executive VP & Chief Impact Officer
United Way of the Greater Lehigh Valley

Steve Ortiz photo

Steve Ortiz

President & CEO
United Way of Santa Barbara

During this two-hour skill-building session on the power of inclusive leadership, moderators will explore the fundamental principles and how these can be applied to create a culture of inclusion within the workplace. Topics will include cultural competence, inclusive language guidelines, adaptive listening techniques, the mechanics of inclusive leadership, and practical strategies for fostering diversity and equity within the organization. Through interactive activities and group discussions, participants will be encouraged to reflect on their biases and assumptions and identify opportunities for creating a more inclusive workplace culture. Participants will take away a deeper understanding of the power of inclusive leadership and tools for taking concrete steps toward creating a culture of inclusion within their workplace.
Tony Holmes photo

Tony Holmes

Director, Talent & Diversity
United Way Houston

This session series will explore how United Way leaders use a growth mindset and multi-sector partnerships to drive results and build trust within marginalized communities.

Part 1: Stoking Community Leadership: Boosting Relevance with Vibrant, Strategic, Multi-Sector Partnerships
Creating real community change requires real community leadership. In many communities, United Way leaders are often sought after to convene local public, private, and nonprofit peers in support of critical social issues. This session explores the mindset of United Way CEOs, who have demonstrated exceptional leadership as they share the principles, competencies, and skills needed to drive United Way's relevance in this way.

Part 2: Creating and Leveraging Equitable Collective Impact Partnerships
United Ways worldwide are working to advance equity and achieve systems change using a collective impact approach to collaboration. This session will leverage United Way's Equity Framework and United Way on-the-ground experience to illustrate principles for driving community impact, including a focus on engaging community organizations that serve diverse community members and helping to build trusted relationships with historically marginalized communities. Also showcased will be the skills needed for success in this arena - relationship building, partner management, collaboration, and goal setting across community partners.

Erin Connelly photo

Erin Connelly

Asst VP, Impact
United Way of the Greater Lehigh Valley

Regina Greer photo

Regina Greer

Chief Impact Officer
United Way of Greater St. Louis

Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

John Emge photo

John Emge

Director, Northeast Region (U.S.) & Caribbean
United Way Worldwide

Ben Moser photo

Ben Moser

President & CEO
United Way of Chattahoochee Valley

5:00 pm - 7:00 pm

Day 20: Thursday, May 18

7:30 am - 5:30 pm
8:00 am - 9:00 am
9:00 am - 10:00 am
10:00 am - 10:30 am
10:30 am - 12:00 pm
Collaboration Sessions
This collaboration session will provide an overview and status update on the strategic vision discussed at the 211 Leadership Summit in October 2022 and engage participants in shaping the next steps. Attendees will have an opportunity to create plans, generate new ideas, and formulate strategies to advance the 211 network.
Joshua Pedersen photo

Joshua Pedersen

Senior Director, 211
United Way Worldwide

Join a group of finance professionals to discuss opportunities, challenges, and current trends affecting members. We’ll start with a thirty-minute segment of audience-directed topics, move to a conversation about vendors and resources, and close the session with a recap and the next steps in addressing key themes. The vendor-and-resource segment will be used to understand the role members would like to see United Way Worldwide fill related to purchasing services, deepening discounts, and better leveraging Network scale in procurement. This session will be an excellent opportunity to collaborate on themes that bring our finance community together and leverage a shared vision and collective experience.
Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Bruce Friedman photo

Bruce Friedman

Sr VP, Finance & Controller
United Way Worldwide

Greg Magnani photo

Greg Magnani

Sr. Director, Licensing & Vendors
United Way Worldwide

Molly Vanderloo photo

Molly Vanderloo

Chief Financial Officer
United Way Worldwide

Join Tom Lowery, UWW Senior Vice President, Network Resilience, to learn about and provide input on the forthcoming Next-Generation Leaders Initiative, an exciting new professional-development opportunity for high-potential global leaders. Our partners, Rachel Maguire and Wayne Pan from the Institute for the Future, will also provide a sneak peek into the work-in-progress foundational research on key forces that will shape leaders and leadership in the future. We invite you to provide critical insights into how these forces might impact your United Way and the communities in which you operate.
Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Rachel Maguire photo

Rachel Maguire

Director, Research
Institute for the Future

Wayne Pan photo

Wayne Pan

Director, Research
Institute for the Future

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights, to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

10:30 am - 12:00 pm
Collaboration Sessions
This collaboration session will provide an overview and status update on the strategic vision discussed at the 211 Leadership Summit in October 2022 and engage participants in shaping the next steps. Attendees will have an opportunity to create plans, generate new ideas, and formulate strategies to advance the 211 network.
Joshua Pedersen photo

Joshua Pedersen

Senior Director, 211
United Way Worldwide

Join a group of finance professionals to discuss opportunities, challenges, and current trends affecting members. We’ll start with a thirty-minute segment of audience-directed topics, move to a conversation about vendors and resources, and close the session with a recap and the next steps in addressing key themes. The vendor-and-resource segment will be used to understand the role members would like to see United Way Worldwide fill related to purchasing services, deepening discounts, and better leveraging Network scale in procurement. This session will be an excellent opportunity to collaborate on themes that bring our finance community together and leverage a shared vision and collective experience.
Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Bruce Friedman photo

Bruce Friedman

Sr VP, Finance & Controller
United Way Worldwide

Greg Magnani photo

Greg Magnani

Sr. Director, Licensing & Vendors
United Way Worldwide

Molly Vanderloo photo

Molly Vanderloo

Chief Financial Officer
United Way Worldwide

Join Tom Lowery, UWW Senior Vice President, Network Resilience, to learn about and provide input on the forthcoming Next-Generation Leaders Initiative, an exciting new professional-development opportunity for high-potential global leaders. Our partners, Rachel Maguire and Wayne Pan from the Institute for the Future, will also provide a sneak peek into the work-in-progress foundational research on key forces that will shape leaders and leadership in the future. We invite you to provide critical insights into how these forces might impact your United Way and the communities in which you operate.
Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Rachel Maguire photo

Rachel Maguire

Director, Research
Institute for the Future

Wayne Pan photo

Wayne Pan

Director, Research
Institute for the Future

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights, to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

10:30 am - 12:00 pm
Collaboration Sessions
This collaboration session will provide an overview and status update on the strategic vision discussed at the 211 Leadership Summit in October 2022 and engage participants in shaping the next steps. Attendees will have an opportunity to create plans, generate new ideas, and formulate strategies to advance the 211 network.
Joshua Pedersen photo

Joshua Pedersen

Senior Director, 211
United Way Worldwide

Join a group of finance professionals to discuss opportunities, challenges, and current trends affecting members. We’ll start with a thirty-minute segment of audience-directed topics, move to a conversation about vendors and resources, and close the session with a recap and the next steps in addressing key themes. The vendor-and-resource segment will be used to understand the role members would like to see United Way Worldwide fill related to purchasing services, deepening discounts, and better leveraging Network scale in procurement. This session will be an excellent opportunity to collaborate on themes that bring our finance community together and leverage a shared vision and collective experience.
Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Bruce Friedman photo

Bruce Friedman

Sr VP, Finance & Controller
United Way Worldwide

Greg Magnani photo

Greg Magnani

Sr. Director, Licensing & Vendors
United Way Worldwide

Molly Vanderloo photo

Molly Vanderloo

Chief Financial Officer
United Way Worldwide

Join Tom Lowery, UWW Senior Vice President, Network Resilience, to learn about and provide input on the forthcoming Next-Generation Leaders Initiative, an exciting new professional-development opportunity for high-potential global leaders. Our partners, Rachel Maguire and Wayne Pan from the Institute for the Future, will also provide a sneak peek into the work-in-progress foundational research on key forces that will shape leaders and leadership in the future. We invite you to provide critical insights into how these forces might impact your United Way and the communities in which you operate.
Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Rachel Maguire photo

Rachel Maguire

Director, Research
Institute for the Future

Wayne Pan photo

Wayne Pan

Director, Research
Institute for the Future

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights, to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

10:30 am - 12:00 pm
Collaboration Sessions
This collaboration session will provide an overview and status update on the strategic vision discussed at the 211 Leadership Summit in October 2022 and engage participants in shaping the next steps. Attendees will have an opportunity to create plans, generate new ideas, and formulate strategies to advance the 211 network.
Joshua Pedersen photo

Joshua Pedersen

Senior Director, 211
United Way Worldwide

Join a group of finance professionals to discuss opportunities, challenges, and current trends affecting members. We’ll start with a thirty-minute segment of audience-directed topics, move to a conversation about vendors and resources, and close the session with a recap and the next steps in addressing key themes. The vendor-and-resource segment will be used to understand the role members would like to see United Way Worldwide fill related to purchasing services, deepening discounts, and better leveraging Network scale in procurement. This session will be an excellent opportunity to collaborate on themes that bring our finance community together and leverage a shared vision and collective experience.
Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Bruce Friedman photo

Bruce Friedman

Sr VP, Finance & Controller
United Way Worldwide

Greg Magnani photo

Greg Magnani

Sr. Director, Licensing & Vendors
United Way Worldwide

Molly Vanderloo photo

Molly Vanderloo

Chief Financial Officer
United Way Worldwide

Join Tom Lowery, UWW Senior Vice President, Network Resilience, to learn about and provide input on the forthcoming Next-Generation Leaders Initiative, an exciting new professional-development opportunity for high-potential global leaders. Our partners, Rachel Maguire and Wayne Pan from the Institute for the Future, will also provide a sneak peek into the work-in-progress foundational research on key forces that will shape leaders and leadership in the future. We invite you to provide critical insights into how these forces might impact your United Way and the communities in which you operate.
Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Rachel Maguire photo

Rachel Maguire

Director, Research
Institute for the Future

Wayne Pan photo

Wayne Pan

Director, Research
Institute for the Future

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights, to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

10:30 am - 12:00 pm
Collaboration Sessions
This collaboration session will provide an overview and status update on the strategic vision discussed at the 211 Leadership Summit in October 2022 and engage participants in shaping the next steps. Attendees will have an opportunity to create plans, generate new ideas, and formulate strategies to advance the 211 network.
Joshua Pedersen photo

Joshua Pedersen

Senior Director, 211
United Way Worldwide

Join a group of finance professionals to discuss opportunities, challenges, and current trends affecting members. We’ll start with a thirty-minute segment of audience-directed topics, move to a conversation about vendors and resources, and close the session with a recap and the next steps in addressing key themes. The vendor-and-resource segment will be used to understand the role members would like to see United Way Worldwide fill related to purchasing services, deepening discounts, and better leveraging Network scale in procurement. This session will be an excellent opportunity to collaborate on themes that bring our finance community together and leverage a shared vision and collective experience.
Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Bruce Friedman photo

Bruce Friedman

Sr VP, Finance & Controller
United Way Worldwide

Greg Magnani photo

Greg Magnani

Sr. Director, Licensing & Vendors
United Way Worldwide

Molly Vanderloo photo

Molly Vanderloo

Chief Financial Officer
United Way Worldwide

Join Tom Lowery, UWW Senior Vice President, Network Resilience, to learn about and provide input on the forthcoming Next-Generation Leaders Initiative, an exciting new professional-development opportunity for high-potential global leaders. Our partners, Rachel Maguire and Wayne Pan from the Institute for the Future, will also provide a sneak peek into the work-in-progress foundational research on key forces that will shape leaders and leadership in the future. We invite you to provide critical insights into how these forces might impact your United Way and the communities in which you operate.
Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Rachel Maguire photo

Rachel Maguire

Director, Research
Institute for the Future

Wayne Pan photo

Wayne Pan

Director, Research
Institute for the Future

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights, to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

10:30 am - 12:00 pm
Collaboration Sessions
This collaboration session will provide an overview and status update on the strategic vision discussed at the 211 Leadership Summit in October 2022 and engage participants in shaping the next steps. Attendees will have an opportunity to create plans, generate new ideas, and formulate strategies to advance the 211 network.
Joshua Pedersen photo

Joshua Pedersen

Senior Director, 211
United Way Worldwide

Join a group of finance professionals to discuss opportunities, challenges, and current trends affecting members. We’ll start with a thirty-minute segment of audience-directed topics, move to a conversation about vendors and resources, and close the session with a recap and the next steps in addressing key themes. The vendor-and-resource segment will be used to understand the role members would like to see United Way Worldwide fill related to purchasing services, deepening discounts, and better leveraging Network scale in procurement. This session will be an excellent opportunity to collaborate on themes that bring our finance community together and leverage a shared vision and collective experience.
Annie Davies photo

Annie Davies

Director, U.S. Western Region
United Way Worldwide

Bruce Friedman photo

Bruce Friedman

Sr VP, Finance & Controller
United Way Worldwide

Greg Magnani photo

Greg Magnani

Sr. Director, Licensing & Vendors
United Way Worldwide

Molly Vanderloo photo

Molly Vanderloo

Chief Financial Officer
United Way Worldwide

Join Tom Lowery, UWW Senior Vice President, Network Resilience, to learn about and provide input on the forthcoming Next-Generation Leaders Initiative, an exciting new professional-development opportunity for high-potential global leaders. Our partners, Rachel Maguire and Wayne Pan from the Institute for the Future, will also provide a sneak peek into the work-in-progress foundational research on key forces that will shape leaders and leadership in the future. We invite you to provide critical insights into how these forces might impact your United Way and the communities in which you operate.
Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Rachel Maguire photo

Rachel Maguire

Director, Research
Institute for the Future

Wayne Pan photo

Wayne Pan

Director, Research
Institute for the Future

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights, to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

10:30 am - 12:00 pm
Skill Building Sessions
Cause marketing campaigns are more than a great revenue driver with corporate partners. They are also vehicles for companies to visibly support United Way and invite customers to participate, drawing an even stronger connection to our work. Through cause marketing, our partners demonstrate their commitment to communities, increase their brand halo effect, raise brand awareness, and champion positive impact to help the 48 million people United Way serves each year. Join leaders from Social Capital Partnerships to learn effective strategies for building, selling, and executing marketing campaigns locally and nationally. This session will also feature case studies from local United Ways and other non-profit organizations that have effectively launched and scaled successful cause marketing campaigns.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Carrie Hodges Thomas photo

Carrie Hodges Thomas

Senior Strategist
Social Capital Partnerships

An impact agenda outlines a United Way's community goals, strategies, approaches and success measures. Developing an impact agenda is a critical way to engage community members, donors, partners, and other stakeholders and to create shared buy-in for the work necessary to create positive community change. Integrating equity into impact for small and large United Ways requires being intentional at every step to ensure that community change efforts also close gaps and address disparities in community problems. Join us to learn how your United Way can intentionally integrate equity into a new or existing impact agenda. Attendees will take away tools for leveraging the new Developing Equitable Impact Agendas Playbook to strengthen equity as a component of your United Way's community impact goals, strategies, and success measures.
Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

Shannon Jenkins photo

Shannon Jenkins

Sr Director, Family Opportunity
United Way of Central Indiana

Elizabeth Fitzgerald photo

Elizabeth Fitzgerald

Director, Community Impact
United Way of Greater Nashua

Privacy and security of personal information are essential to most United Way supporters. United Way must stay vigilant in these areas to sustain strong relationships with donors. This session will present free tools and action plans to protect United Ways, small to large, to reduce the risk of data incidents and follow privacy and security best practices. It will also provide insights into performing annual risk assessments, evaluating Cyber Insurance to protect your organization, drafting a Privacy Policy to inform donors of how you will care for their data, and creating an incident response plan to guide your organization during a data incident.
Andrew Abrams photo

Andrew Abrams

Sr. Director, Privacy & Cybersecurity
United Way Worldwide

Jeff Nash photo

Jeff Nash

Asst VP, Innovation & Data Management
United Way of Greater Houston

Adriana Dobrea photo

Adriana Dobrea

Executive Director CEO
United Way Romania

We live in a world inundated with change and the pace of these transitions is accelerating. This means each United Way must navigate its way through changes coming from outside its operation as well as those initiated internally. There are two activities that help separate leaders who successfully implement new changes from those who fall short: 1) setting realistic expectations so people understand the reality of living through major transitions and, 2) fostering resilience...helping people see how responding with flexibility and nimbleness promotes a faster adjustment period after change is introduced.

This session, with renowned change expert and United Way Worldwide advisor Daryl Conner, will help you better understand what change-related expectations should be established and how to promote resilience in yourself and among those you lead.

Takeaways you can apply back home:

  • Realistic Expectations for Major Change
  • Human Resilience During Change
  • Resilience Self-Assessment
Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Volunteers are the often under-utilized, under-supported mavericks of major gift fundraising. Not only are these individuals a crucial part of a successful major gift experience, but inviting volunteers into the process is also a deep engagement opportunity. So, how do we as organizational leaders best support them? This skill-building session will dive into the best practices for volunteer management, real strategies for meaningful volunteer engagement, and insights from local United Ways who can shine a light on their successes to date. Come ready to collaborate, strategize, learn, and share ideas on the best ways to engage volunteers in the immensely important work of major gift fundraising.
Christina Moore photo

Christina Moore

Assistant Vice President
CCS Fundraising

Adam Miller photo

Adam Miller

Executive Vice President
CCS Fundraising

10:30 am - 12:00 pm
Skill Building Sessions
Cause marketing campaigns are more than a great revenue driver with corporate partners. They are also vehicles for companies to visibly support United Way and invite customers to participate, drawing an even stronger connection to our work. Through cause marketing, our partners demonstrate their commitment to communities, increase their brand halo effect, raise brand awareness, and champion positive impact to help the 48 million people United Way serves each year. Join leaders from Social Capital Partnerships to learn effective strategies for building, selling, and executing marketing campaigns locally and nationally. This session will also feature case studies from local United Ways and other non-profit organizations that have effectively launched and scaled successful cause marketing campaigns.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Carrie Hodges Thomas photo

Carrie Hodges Thomas

Senior Strategist
Social Capital Partnerships

An impact agenda outlines a United Way's community goals, strategies, approaches and success measures. Developing an impact agenda is a critical way to engage community members, donors, partners, and other stakeholders and to create shared buy-in for the work necessary to create positive community change. Integrating equity into impact for small and large United Ways requires being intentional at every step to ensure that community change efforts also close gaps and address disparities in community problems. Join us to learn how your United Way can intentionally integrate equity into a new or existing impact agenda. Attendees will take away tools for leveraging the new Developing Equitable Impact Agendas Playbook to strengthen equity as a component of your United Way's community impact goals, strategies, and success measures.
Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

Shannon Jenkins photo

Shannon Jenkins

Sr Director, Family Opportunity
United Way of Central Indiana

Elizabeth Fitzgerald photo

Elizabeth Fitzgerald

Director, Community Impact
United Way of Greater Nashua

Privacy and security of personal information are essential to most United Way supporters. United Way must stay vigilant in these areas to sustain strong relationships with donors. This session will present free tools and action plans to protect United Ways, small to large, to reduce the risk of data incidents and follow privacy and security best practices. It will also provide insights into performing annual risk assessments, evaluating Cyber Insurance to protect your organization, drafting a Privacy Policy to inform donors of how you will care for their data, and creating an incident response plan to guide your organization during a data incident.
Andrew Abrams photo

Andrew Abrams

Sr. Director, Privacy & Cybersecurity
United Way Worldwide

Jeff Nash photo

Jeff Nash

Asst VP, Innovation & Data Management
United Way of Greater Houston

Adriana Dobrea photo

Adriana Dobrea

Executive Director CEO
United Way Romania

We live in a world inundated with change and the pace of these transitions is accelerating. This means each United Way must navigate its way through changes coming from outside its operation as well as those initiated internally. There are two activities that help separate leaders who successfully implement new changes from those who fall short: 1) setting realistic expectations so people understand the reality of living through major transitions and, 2) fostering resilience...helping people see how responding with flexibility and nimbleness promotes a faster adjustment period after change is introduced.

This session, with renowned change expert and United Way Worldwide advisor Daryl Conner, will help you better understand what change-related expectations should be established and how to promote resilience in yourself and among those you lead.

Takeaways you can apply back home:

  • Realistic Expectations for Major Change
  • Human Resilience During Change
  • Resilience Self-Assessment
Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Volunteers are the often under-utilized, under-supported mavericks of major gift fundraising. Not only are these individuals a crucial part of a successful major gift experience, but inviting volunteers into the process is also a deep engagement opportunity. So, how do we as organizational leaders best support them? This skill-building session will dive into the best practices for volunteer management, real strategies for meaningful volunteer engagement, and insights from local United Ways who can shine a light on their successes to date. Come ready to collaborate, strategize, learn, and share ideas on the best ways to engage volunteers in the immensely important work of major gift fundraising.
Christina Moore photo

Christina Moore

Assistant Vice President
CCS Fundraising

Adam Miller photo

Adam Miller

Executive Vice President
CCS Fundraising

10:30 am - 12:00 pm
Skill Building Sessions
Cause marketing campaigns are more than a great revenue driver with corporate partners. They are also vehicles for companies to visibly support United Way and invite customers to participate, drawing an even stronger connection to our work. Through cause marketing, our partners demonstrate their commitment to communities, increase their brand halo effect, raise brand awareness, and champion positive impact to help the 48 million people United Way serves each year. Join leaders from Social Capital Partnerships to learn effective strategies for building, selling, and executing marketing campaigns locally and nationally. This session will also feature case studies from local United Ways and other non-profit organizations that have effectively launched and scaled successful cause marketing campaigns.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Carrie Hodges Thomas photo

Carrie Hodges Thomas

Senior Strategist
Social Capital Partnerships

An impact agenda outlines a United Way's community goals, strategies, approaches and success measures. Developing an impact agenda is a critical way to engage community members, donors, partners, and other stakeholders and to create shared buy-in for the work necessary to create positive community change. Integrating equity into impact for small and large United Ways requires being intentional at every step to ensure that community change efforts also close gaps and address disparities in community problems. Join us to learn how your United Way can intentionally integrate equity into a new or existing impact agenda. Attendees will take away tools for leveraging the new Developing Equitable Impact Agendas Playbook to strengthen equity as a component of your United Way's community impact goals, strategies, and success measures.
Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

Shannon Jenkins photo

Shannon Jenkins

Sr Director, Family Opportunity
United Way of Central Indiana

Elizabeth Fitzgerald photo

Elizabeth Fitzgerald

Director, Community Impact
United Way of Greater Nashua

Privacy and security of personal information are essential to most United Way supporters. United Way must stay vigilant in these areas to sustain strong relationships with donors. This session will present free tools and action plans to protect United Ways, small to large, to reduce the risk of data incidents and follow privacy and security best practices. It will also provide insights into performing annual risk assessments, evaluating Cyber Insurance to protect your organization, drafting a Privacy Policy to inform donors of how you will care for their data, and creating an incident response plan to guide your organization during a data incident.
Andrew Abrams photo

Andrew Abrams

Sr. Director, Privacy & Cybersecurity
United Way Worldwide

Jeff Nash photo

Jeff Nash

Asst VP, Innovation & Data Management
United Way of Greater Houston

Adriana Dobrea photo

Adriana Dobrea

Executive Director CEO
United Way Romania

We live in a world inundated with change and the pace of these transitions is accelerating. This means each United Way must navigate its way through changes coming from outside its operation as well as those initiated internally. There are two activities that help separate leaders who successfully implement new changes from those who fall short: 1) setting realistic expectations so people understand the reality of living through major transitions and, 2) fostering resilience...helping people see how responding with flexibility and nimbleness promotes a faster adjustment period after change is introduced.

This session, with renowned change expert and United Way Worldwide advisor Daryl Conner, will help you better understand what change-related expectations should be established and how to promote resilience in yourself and among those you lead.

Takeaways you can apply back home:

  • Realistic Expectations for Major Change
  • Human Resilience During Change
  • Resilience Self-Assessment
Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Volunteers are the often under-utilized, under-supported mavericks of major gift fundraising. Not only are these individuals a crucial part of a successful major gift experience, but inviting volunteers into the process is also a deep engagement opportunity. So, how do we as organizational leaders best support them? This skill-building session will dive into the best practices for volunteer management, real strategies for meaningful volunteer engagement, and insights from local United Ways who can shine a light on their successes to date. Come ready to collaborate, strategize, learn, and share ideas on the best ways to engage volunteers in the immensely important work of major gift fundraising.
Christina Moore photo

Christina Moore

Assistant Vice President
CCS Fundraising

Adam Miller photo

Adam Miller

Executive Vice President
CCS Fundraising

10:30 am - 12:00 pm
Skill Building Sessions
Cause marketing campaigns are more than a great revenue driver with corporate partners. They are also vehicles for companies to visibly support United Way and invite customers to participate, drawing an even stronger connection to our work. Through cause marketing, our partners demonstrate their commitment to communities, increase their brand halo effect, raise brand awareness, and champion positive impact to help the 48 million people United Way serves each year. Join leaders from Social Capital Partnerships to learn effective strategies for building, selling, and executing marketing campaigns locally and nationally. This session will also feature case studies from local United Ways and other non-profit organizations that have effectively launched and scaled successful cause marketing campaigns.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Carrie Hodges Thomas photo

Carrie Hodges Thomas

Senior Strategist
Social Capital Partnerships

An impact agenda outlines a United Way's community goals, strategies, approaches and success measures. Developing an impact agenda is a critical way to engage community members, donors, partners, and other stakeholders and to create shared buy-in for the work necessary to create positive community change. Integrating equity into impact for small and large United Ways requires being intentional at every step to ensure that community change efforts also close gaps and address disparities in community problems. Join us to learn how your United Way can intentionally integrate equity into a new or existing impact agenda. Attendees will take away tools for leveraging the new Developing Equitable Impact Agendas Playbook to strengthen equity as a component of your United Way's community impact goals, strategies, and success measures.
Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

Shannon Jenkins photo

Shannon Jenkins

Sr Director, Family Opportunity
United Way of Central Indiana

Elizabeth Fitzgerald photo

Elizabeth Fitzgerald

Director, Community Impact
United Way of Greater Nashua

Privacy and security of personal information are essential to most United Way supporters. United Way must stay vigilant in these areas to sustain strong relationships with donors. This session will present free tools and action plans to protect United Ways, small to large, to reduce the risk of data incidents and follow privacy and security best practices. It will also provide insights into performing annual risk assessments, evaluating Cyber Insurance to protect your organization, drafting a Privacy Policy to inform donors of how you will care for their data, and creating an incident response plan to guide your organization during a data incident.
Andrew Abrams photo

Andrew Abrams

Sr. Director, Privacy & Cybersecurity
United Way Worldwide

Jeff Nash photo

Jeff Nash

Asst VP, Innovation & Data Management
United Way of Greater Houston

Adriana Dobrea photo

Adriana Dobrea

Executive Director CEO
United Way Romania

We live in a world inundated with change and the pace of these transitions is accelerating. This means each United Way must navigate its way through changes coming from outside its operation as well as those initiated internally. There are two activities that help separate leaders who successfully implement new changes from those who fall short: 1) setting realistic expectations so people understand the reality of living through major transitions and, 2) fostering resilience...helping people see how responding with flexibility and nimbleness promotes a faster adjustment period after change is introduced.

This session, with renowned change expert and United Way Worldwide advisor Daryl Conner, will help you better understand what change-related expectations should be established and how to promote resilience in yourself and among those you lead.

Takeaways you can apply back home:

  • Realistic Expectations for Major Change
  • Human Resilience During Change
  • Resilience Self-Assessment
Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Volunteers are the often under-utilized, under-supported mavericks of major gift fundraising. Not only are these individuals a crucial part of a successful major gift experience, but inviting volunteers into the process is also a deep engagement opportunity. So, how do we as organizational leaders best support them? This skill-building session will dive into the best practices for volunteer management, real strategies for meaningful volunteer engagement, and insights from local United Ways who can shine a light on their successes to date. Come ready to collaborate, strategize, learn, and share ideas on the best ways to engage volunteers in the immensely important work of major gift fundraising.
Christina Moore photo

Christina Moore

Assistant Vice President
CCS Fundraising

Adam Miller photo

Adam Miller

Executive Vice President
CCS Fundraising

10:30 am - 12:00 pm
Skill Building Sessions
Cause marketing campaigns are more than a great revenue driver with corporate partners. They are also vehicles for companies to visibly support United Way and invite customers to participate, drawing an even stronger connection to our work. Through cause marketing, our partners demonstrate their commitment to communities, increase their brand halo effect, raise brand awareness, and champion positive impact to help the 48 million people United Way serves each year. Join leaders from Social Capital Partnerships to learn effective strategies for building, selling, and executing marketing campaigns locally and nationally. This session will also feature case studies from local United Ways and other non-profit organizations that have effectively launched and scaled successful cause marketing campaigns.
Kathryn Lyons photo

Kathryn Lyons

Senior Strategist
Social Capital Partnerships

Carrie Hodges Thomas photo

Carrie Hodges Thomas

Senior Strategist
Social Capital Partnerships

An impact agenda outlines a United Way's community goals, strategies, approaches and success measures. Developing an impact agenda is a critical way to engage community members, donors, partners, and other stakeholders and to create shared buy-in for the work necessary to create positive community change. Integrating equity into impact for small and large United Ways requires being intentional at every step to ensure that community change efforts also close gaps and address disparities in community problems. Join us to learn how your United Way can intentionally integrate equity into a new or existing impact agenda. Attendees will take away tools for leveraging the new Developing Equitable Impact Agendas Playbook to strengthen equity as a component of your United Way's community impact goals, strategies, and success measures.
Ayeola Fortune photo

Ayeola Fortune

Vice President, Impact Team
United Way Worldwide

Shannon Jenkins photo

Shannon Jenkins

Sr Director, Family Opportunity
United Way of Central Indiana

Elizabeth Fitzgerald photo

Elizabeth Fitzgerald

Director, Community Impact
United Way of Greater Nashua

Privacy and security of personal information are essential to most United Way supporters. United Way must stay vigilant in these areas to sustain strong relationships with donors. This session will present free tools and action plans to protect United Ways, small to large, to reduce the risk of data incidents and follow privacy and security best practices. It will also provide insights into performing annual risk assessments, evaluating Cyber Insurance to protect your organization, drafting a Privacy Policy to inform donors of how you will care for their data, and creating an incident response plan to guide your organization during a data incident.
Andrew Abrams photo

Andrew Abrams

Sr. Director, Privacy & Cybersecurity
United Way Worldwide

Jeff Nash photo

Jeff Nash

Asst VP, Innovation & Data Management
United Way of Greater Houston

Adriana Dobrea photo

Adriana Dobrea

Executive Director CEO
United Way Romania

We live in a world inundated with change and the pace of these transitions is accelerating. This means each United Way must navigate its way through changes coming from outside its operation as well as those initiated internally. There are two activities that help separate leaders who successfully implement new changes from those who fall short: 1) setting realistic expectations so people understand the reality of living through major transitions and, 2) fostering resilience...helping people see how responding with flexibility and nimbleness promotes a faster adjustment period after change is introduced.

This session, with renowned change expert and United Way Worldwide advisor Daryl Conner, will help you better understand what change-related expectations should be established and how to promote resilience in yourself and among those you lead.

Takeaways you can apply back home:

  • Realistic Expectations for Major Change
  • Human Resilience During Change
  • Resilience Self-Assessment
Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Volunteers are the often under-utilized, under-supported mavericks of major gift fundraising. Not only are these individuals a crucial part of a successful major gift experience, but inviting volunteers into the process is also a deep engagement opportunity. So, how do we as organizational leaders best support them? This skill-building session will dive into the best practices for volunteer management, real strategies for meaningful volunteer engagement, and insights from local United Ways who can shine a light on their successes to date. Come ready to collaborate, strategize, learn, and share ideas on the best ways to engage volunteers in the immensely important work of major gift fundraising.
Christina Moore photo

Christina Moore

Assistant Vice President
CCS Fundraising

Adam Miller photo

Adam Miller

Executive Vice President
CCS Fundraising

12:15 pm - 1:15 pm
1:30 pm - 2:30 pm
2:45 pm - 4:15 pm
Closed meeting, by invitation only.
2:45 pm - 4:15 pm
Collaboration Sessions
What kind of culture do we need across the global United Way Network to propel our strategic transformation, position us confidently for the future, and maximize the engagement of our passionate and talented staff and boards? Join us for a session with the Culture Transformation Task Force to learn about its current work and provide your input on critical questions the Task Force addresses to create a strong Network culture together.
Angela  Williams photo

Angela F. Williams

President & CEO
United Way Worldwide

Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Test drive new partnership tools and programs you can use to build and strengthen social connectedness and a sense of belonging in your community. Collaborate, interact, and dive a little deeper into the research. Explore how social connectedness fundamentally improves the well-being of individuals, groups, employers, and communities and how it helps to drive collective impact and advance the three United Way pillars of education, health, and financial mobility. We will facilitate a collaborative session to seek additional feedback on how these tools can help keep United Way top-of-mind year-round for current and prospective donors and employers.
Chris Preston photo

Chris Preston

Chief Development Officer
United Way of Metro Chicago

David Lewis photo

David Lewis

President
United Way of the Greater Lehigh Valley

Dan Barnes photo

Dan Barnes

Executive Chairman
Barnes Family Foundation

Ruth Fitzgibbons photo

Ruth Fitzgibbons

Head of Marketing
Sunny LLC

Amy Vest photo

Amy Vest

Head of Science
Sunny LLC

Steven Crane photo

Steven Crane

Behavior Strategies
Synaptic Insights Consulting

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

2:45 pm - 4:15 pm
Collaboration Sessions
What kind of culture do we need across the global United Way Network to propel our strategic transformation, position us confidently for the future, and maximize the engagement of our passionate and talented staff and boards? Join us for a session with the Culture Transformation Task Force to learn about its current work and provide your input on critical questions the Task Force addresses to create a strong Network culture together.
Angela  Williams photo

Angela F. Williams

President & CEO
United Way Worldwide

Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Test drive new partnership tools and programs you can use to build and strengthen social connectedness and a sense of belonging in your community. Collaborate, interact, and dive a little deeper into the research. Explore how social connectedness fundamentally improves the well-being of individuals, groups, employers, and communities and how it helps to drive collective impact and advance the three United Way pillars of education, health, and financial mobility. We will facilitate a collaborative session to seek additional feedback on how these tools can help keep United Way top-of-mind year-round for current and prospective donors and employers.
Chris Preston photo

Chris Preston

Chief Development Officer
United Way of Metro Chicago

David Lewis photo

David Lewis

President
United Way of the Greater Lehigh Valley

Dan Barnes photo

Dan Barnes

Executive Chairman
Barnes Family Foundation

Ruth Fitzgibbons photo

Ruth Fitzgibbons

Head of Marketing
Sunny LLC

Amy Vest photo

Amy Vest

Head of Science
Sunny LLC

Steven Crane photo

Steven Crane

Behavior Strategies
Synaptic Insights Consulting

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

2:45 pm - 4:15 pm
Collaboration Sessions
What kind of culture do we need across the global United Way Network to propel our strategic transformation, position us confidently for the future, and maximize the engagement of our passionate and talented staff and boards? Join us for a session with the Culture Transformation Task Force to learn about its current work and provide your input on critical questions the Task Force addresses to create a strong Network culture together.
Angela  Williams photo

Angela F. Williams

President & CEO
United Way Worldwide

Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Test drive new partnership tools and programs you can use to build and strengthen social connectedness and a sense of belonging in your community. Collaborate, interact, and dive a little deeper into the research. Explore how social connectedness fundamentally improves the well-being of individuals, groups, employers, and communities and how it helps to drive collective impact and advance the three United Way pillars of education, health, and financial mobility. We will facilitate a collaborative session to seek additional feedback on how these tools can help keep United Way top-of-mind year-round for current and prospective donors and employers.
Chris Preston photo

Chris Preston

Chief Development Officer
United Way of Metro Chicago

David Lewis photo

David Lewis

President
United Way of the Greater Lehigh Valley

Dan Barnes photo

Dan Barnes

Executive Chairman
Barnes Family Foundation

Ruth Fitzgibbons photo

Ruth Fitzgibbons

Head of Marketing
Sunny LLC

Amy Vest photo

Amy Vest

Head of Science
Sunny LLC

Steven Crane photo

Steven Crane

Behavior Strategies
Synaptic Insights Consulting

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

2:45 pm - 4:15 pm
Collaboration Sessions
What kind of culture do we need across the global United Way Network to propel our strategic transformation, position us confidently for the future, and maximize the engagement of our passionate and talented staff and boards? Join us for a session with the Culture Transformation Task Force to learn about its current work and provide your input on critical questions the Task Force addresses to create a strong Network culture together.
Angela  Williams photo

Angela F. Williams

President & CEO
United Way Worldwide

Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Test drive new partnership tools and programs you can use to build and strengthen social connectedness and a sense of belonging in your community. Collaborate, interact, and dive a little deeper into the research. Explore how social connectedness fundamentally improves the well-being of individuals, groups, employers, and communities and how it helps to drive collective impact and advance the three United Way pillars of education, health, and financial mobility. We will facilitate a collaborative session to seek additional feedback on how these tools can help keep United Way top-of-mind year-round for current and prospective donors and employers.
Chris Preston photo

Chris Preston

Chief Development Officer
United Way of Metro Chicago

David Lewis photo

David Lewis

President
United Way of the Greater Lehigh Valley

Dan Barnes photo

Dan Barnes

Executive Chairman
Barnes Family Foundation

Ruth Fitzgibbons photo

Ruth Fitzgibbons

Head of Marketing
Sunny LLC

Amy Vest photo

Amy Vest

Head of Science
Sunny LLC

Steven Crane photo

Steven Crane

Behavior Strategies
Synaptic Insights Consulting

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

2:45 pm - 4:15 pm
Collaboration Sessions
What kind of culture do we need across the global United Way Network to propel our strategic transformation, position us confidently for the future, and maximize the engagement of our passionate and talented staff and boards? Join us for a session with the Culture Transformation Task Force to learn about its current work and provide your input on critical questions the Task Force addresses to create a strong Network culture together.
Angela  Williams photo

Angela F. Williams

President & CEO
United Way Worldwide

Daryl Conner photo

Daryl Conner

Chairman
Conner Advisors

Tom Lowery photo

Tom Lowery

Sr VP, Network Resilience
United Way Worldwide

Test drive new partnership tools and programs you can use to build and strengthen social connectedness and a sense of belonging in your community. Collaborate, interact, and dive a little deeper into the research. Explore how social connectedness fundamentally improves the well-being of individuals, groups, employers, and communities and how it helps to drive collective impact and advance the three United Way pillars of education, health, and financial mobility. We will facilitate a collaborative session to seek additional feedback on how these tools can help keep United Way top-of-mind year-round for current and prospective donors and employers.
Chris Preston photo

Chris Preston

Chief Development Officer
United Way of Metro Chicago

David Lewis photo

David Lewis

President
United Way of the Greater Lehigh Valley

Dan Barnes photo

Dan Barnes

Executive Chairman
Barnes Family Foundation

Ruth Fitzgibbons photo

Ruth Fitzgibbons

Head of Marketing
Sunny LLC

Amy Vest photo

Amy Vest

Head of Science
Sunny LLC

Steven Crane photo

Steven Crane

Behavior Strategies
Synaptic Insights Consulting

Brand is an essential component of an effective organizational strategy. The United Way brand is a shared asset that increases in value when applied and activated strategically and consistently across our Network. During this session, the Additive Agency will share extensive global research to identify our brand challenges and opportunities - and the most competitive, compelling, and credible strengths for us to elevate our brand positioning. This research and its implications will inform the next phase of UWW's brand refresh process, including the brand strategy, story, and architecture. Join us to understand new global research, explore the implications for our brand strategy and story, and share your ideas and ambitions for what's next.
Rachel Bauer photo

Rachel Bauer

Director, Strategy
The Additive Agency

Hayley Berlent photo

Hayley Berlent

Founder + CEO
The Additive Agency

Omoiye Kinney photo

Omoiye Kinney

EVP & Chief Marketing Officer
United Way Worldwide

Join Lexi Savage, UWW Vice President of Network Engagement, and your colleagues from the Network Advisory Council's Network Performance Project Team for this hands-on, interactive "Collab Lab"! Learn about the development of the Thriving United Way Framework and how it will give every United Way a common way to evaluate and strengthen performance and collaborate with fellow United Ways to achieve their aspirations for growth and impact. In this session, learn the latest about the plans for the framework and collaborate with UWW to inform the metrics that will be utilized. Together, we will help shape the future of the United Way Network year-round for current and prospective donors and employers.
Alexia Savage photo

Alexia Savage

VP, Network Engagement
United Way Worldwide

George McCanless photo

George McCanless

President & CEO
United Way of Central Georgia

In this interactive session, attendees will learn how United Way Worldwide uses qualitative and quantitative research to uncover patterns and generate insights to answer the question, "How have some United Ways successfully diversified their revenue?" Participants will select three or more revenue-diversification approaches currently in use by their peers and participate in an ideation session to envision how a similar approach could be implemented in their markets. The outputs of this session will inform pilot programs rolling out in late 2023.
Sarah Mine photo

Sarah Mine

Senior Director, Systems
CCS Fundraising

Jasicca Joseph photo

Jasicca Joseph

Director
CCS Fundraising

Alice Archabal photo

Alice Archabal

Chief Development Officer
United Way Worldwide

2:45 pm - 3:45 pm
Experience a component of United Way Worldwide's forthcoming Next-Generation Leaders Initiative with our partners Rachel Maguire and Wayne Pan from Institute for the Future (IFTF). During this interactive session, learn about Signals of Change, an integral building block for future thinking. Signals are vital to helping us better identify and explore potential disruptions. Still, signals can seem to appear everywhere in this era of rapid change and information overload. Attendees will learn how IFTF identifies and works with signals to separate meaningful insights from all the noise and how to integrate this practice into daily processes to foster a future-ready culture at your United Way.
Rachel Maguire photo

Rachel Maguire

Director, Research
Institute for the Future

Wayne Pan photo

Wayne Pan

Director, Research
Institute for the Future

The session will provide an overview of how United Way's value proposition around emergency and disaster response has played out in Europe, with support from many US LUWs. What are some lessons learned from this experience, and how can we contribute to sustaining this refugee support? United Way has put its boots on the ground, responding to the needs of hundreds of thousands of Ukrainians who found a new home in Europe & Middle East. The UW network has collaborated effectively across continents and provided: (1) emergency mobilization (ex. Hungary and Romania), (2) technology platforms for different types of aid (ex. Germany), and (3) mental health support (ex. Netherlands). Learn how United Way's recent experiences with Ukrainian refugees can inform our emergency and disaster response everywhere and how the local United Ways' collaboration led to a regional initiative focused on intergenerational support, between refugees and seniors in a no. of countries in the region.
Adriana Stoica photo

Adriana Stoica

Sr Director, Europe & Middle East
United Way Worldwide

Adriana Dobrea photo

Adriana Dobrea

Executive Director CEO
United Way Romania

Kincső Adriány photo

Kincső Adriány

CEO
United Way Hungary

Machiel Salomons photo

Machiel Salomons

Executive Director
United Way the Netherlands

Jan Strecker photo

Jan Strecker

Head of Strategic Partnerships
PHINEO gAG

2:45 pm - 3:45 pm
Experience a component of United Way Worldwide's forthcoming Next-Generation Leaders Initiative with our partners Rachel Maguire and Wayne Pan from Institute for the Future (IFTF). During this interactive session, learn about Signals of Change, an integral building block for future thinking. Signals are vital to helping us better identify and explore potential disruptions. Still, signals can seem to appear everywhere in this era of rapid change and information overload. Attendees will learn how IFTF identifies and works with signals to separate meaningful insights from all the noise and how to integrate this practice into daily processes to foster a future-ready culture at your United Way.
Rachel Maguire photo

Rachel Maguire

Director, Research
Institute for the Future

Wayne Pan photo

Wayne Pan

Director, Research
Institute for the Future

The session will provide an overview of how United Way's value proposition around emergency and disaster response has played out in Europe, with support from many US LUWs. What are some lessons learned from this experience, and how can we contribute to sustaining this refugee support? United Way has put its boots on the ground, responding to the needs of hundreds of thousands of Ukrainians who found a new home in Europe & Middle East. The UW network has collaborated effectively across continents and provided: (1) emergency mobilization (ex. Hungary and Romania), (2) technology platforms for different types of aid (ex. Germany), and (3) mental health support (ex. Netherlands). Learn how United Way's recent experiences with Ukrainian refugees can inform our emergency and disaster response everywhere and how the local United Ways' collaboration led to a regional initiative focused on intergenerational support, between refugees and seniors in a no. of countries in the region.
Adriana Stoica photo

Adriana Stoica

Sr Director, Europe & Middle East
United Way Worldwide

Adriana Dobrea photo

Adriana Dobrea

Executive Director CEO
United Way Romania

Kincső Adriány photo

Kincső Adriány

CEO
United Way Hungary

Machiel Salomons photo

Machiel Salomons

Executive Director
United Way the Netherlands

Jan Strecker photo

Jan Strecker

Head of Strategic Partnerships
PHINEO gAG

2:45 pm - 3:25 pm
Best Practice Sessions
Learn to captivate your donors in meaningful, interactive ways. This engagement strategy will make you eager for donor engagement year-round and build advocates who will bring United Way's mission to their networks and beyond. Connect U, an 8-week program, will be highlighted as a model for other United Ways to follow.
Adam Baron photo

Adam Baron

Director, Workplace Campaigns
United Way of Southwestern Pennsylvania

Wendy Koch photo

Wendy Koch

Sr Director, Regional Engagement
United Way of Southwestern Pennsylvania

United Ways will always meet our neighbor's immediate crisis needs. But we have an opportunity to take the next step, moving our neighbors from crisis to empowerment. We can give fish AND teach how to fish. United Way of Delaware's Stand by Me program is a scalable coaching model that changes lives. Our public/private partnership has helped individuals save ~$47M, reduce debt by ~$37M, improve credit scores by ~85 points, and enable ~1200 homes to be purchased. Embedded ~100 hyper-local locations, its nimble nature enabled it to pivot to meet pandemic needs and our current benefits cliff crisis. That flexibility makes it ripe for replication to address your "crisis to empowerment" opportunities.
Daniel Cruce photo

Daniel Cruce

Chief Operating Officer
United Way of Delaware

Michelle Taylor photo

Michelle Taylor

President & CEO
United Way of Delaware

Learn how a United Way achieved non-campaign revenue, approximately 150% of traditional fundraising revenue. Fifteen years ago, United Way of Central Alabama (UWCA) built a federal grants team that began pursuing government funding opportunities. It developed a model that attracts government funding and builds a nonprofit program around them to amplify the work by generating private donations as well. In addition, UWCA has developed new lines of business to generate earned revenue.
Drew Langloh photo

Drew Langloh

President & CEO
United Way of Central Alabama

Caring for an aging adult is becoming the number-one dependent-care issue for families. In partnership with AARP, United Way and 211 have successfully piloted a proactive resource service to support caregivers and their families. Learn how to bring this into your community.
Brittany Pruitt Fletcher photo

Brittany Pruitt Fletcher

President & CEO
United Way of North Carolina

Natasha Stewart photo

Natasha Stewart

Public Health Manager
United Way Worldwide

Let's talk about having a conversation with your Corporate Partners where you help each other. A conversation where you talk about ways to help their most valued resource, their employees. SingleCare can help open doors and help United Way be seen as an organization where they make donations AND can help meet their employees needs. Let's gather and share how this can be accomplished, come hear from Norie del Valle, Chief Strategy Officer at United Way Miami share her story.
Vilmarie Gilliam photo

Vilmarie Gilliam

VP, Partnerships
SingleCare

Norie Del Valle photo

Norie Del Valle

Chief Strategy Officer
United Way Miami

2:45 pm - 3:25 pm
Best Practice Sessions
Learn to captivate your donors in meaningful, interactive ways. This engagement strategy will make you eager for donor engagement year-round and build advocates who will bring United Way's mission to their networks and beyond. Connect U, an 8-week program, will be highlighted as a model for other United Ways to follow.
Adam Baron photo

Adam Baron

Director, Workplace Campaigns
United Way of Southwestern Pennsylvania

Wendy Koch photo

Wendy Koch

Sr Director, Regional Engagement
United Way of Southwestern Pennsylvania

United Ways will always meet our neighbor's immediate crisis needs. But we have an opportunity to take the next step, moving our neighbors from crisis to empowerment. We can give fish AND teach how to fish. United Way of Delaware's Stand by Me program is a scalable coaching model that changes lives. Our public/private partnership has helped individuals save ~$47M, reduce debt by ~$37M, improve credit scores by ~85 points, and enable ~1200 homes to be purchased. Embedded ~100 hyper-local locations, its nimble nature enabled it to pivot to meet pandemic needs and our current benefits cliff crisis. That flexibility makes it ripe for replication to address your "crisis to empowerment" opportunities.
Daniel Cruce photo

Daniel Cruce

Chief Operating Officer
United Way of Delaware

Michelle Taylor photo

Michelle Taylor

President & CEO
United Way of Delaware

Learn how a United Way achieved non-campaign revenue, approximately 150% of traditional fundraising revenue. Fifteen years ago, United Way of Central Alabama (UWCA) built a federal grants team that began pursuing government funding opportunities. It developed a model that attracts government funding and builds a nonprofit program around them to amplify the work by generating private donations as well. In addition, UWCA has developed new lines of business to generate earned revenue.
Drew Langloh photo

Drew Langloh

President & CEO
United Way of Central Alabama

Caring for an aging adult is becoming the number-one dependent-care issue for families. In partnership with AARP, United Way and 211 have successfully piloted a proactive resource service to support caregivers and their families. Learn how to bring this into your community.
Brittany Pruitt Fletcher photo

Brittany Pruitt Fletcher

President & CEO
United Way of North Carolina

Natasha Stewart photo

Natasha Stewart

Public Health Manager
United Way Worldwide

Let's talk about having a conversation with your Corporate Partners where you help each other. A conversation where you talk about ways to help their most valued resource, their employees. SingleCare can help open doors and help United Way be seen as an organization where they make donations AND can help meet their employees needs. Let's gather and share how this can be accomplished, come hear from Norie del Valle, Chief Strategy Officer at United Way Miami share her story.
Vilmarie Gilliam photo

Vilmarie Gilliam

VP, Partnerships
SingleCare

Norie Del Valle photo

Norie Del Valle

Chief Strategy Officer
United Way Miami

2:45 pm - 3:25 pm
Best Practice Sessions
Learn to captivate your donors in meaningful, interactive ways. This engagement strategy will make you eager for donor engagement year-round and build advocates who will bring United Way's mission to their networks and beyond. Connect U, an 8-week program, will be highlighted as a model for other United Ways to follow.
Adam Baron photo

Adam Baron

Director, Workplace Campaigns
United Way of Southwestern Pennsylvania

Wendy Koch photo

Wendy Koch

Sr Director, Regional Engagement
United Way of Southwestern Pennsylvania

United Ways will always meet our neighbor's immediate crisis needs. But we have an opportunity to take the next step, moving our neighbors from crisis to empowerment. We can give fish AND teach how to fish. United Way of Delaware's Stand by Me program is a scalable coaching model that changes lives. Our public/private partnership has helped individuals save ~$47M, reduce debt by ~$37M, improve credit scores by ~85 points, and enable ~1200 homes to be purchased. Embedded ~100 hyper-local locations, its nimble nature enabled it to pivot to meet pandemic needs and our current benefits cliff crisis. That flexibility makes it ripe for replication to address your "crisis to empowerment" opportunities.
Daniel Cruce photo

Daniel Cruce

Chief Operating Officer
United Way of Delaware

Michelle Taylor photo

Michelle Taylor

President & CEO
United Way of Delaware

Learn how a United Way achieved non-campaign revenue, approximately 150% of traditional fundraising revenue. Fifteen years ago, United Way of Central Alabama (UWCA) built a federal grants team that began pursuing government funding opportunities. It developed a model that attracts government funding and builds a nonprofit program around them to amplify the work by generating private donations as well. In addition, UWCA has developed new lines of business to generate earned revenue.
Drew Langloh photo

Drew Langloh

President & CEO
United Way of Central Alabama

Caring for an aging adult is becoming the number-one dependent-care issue for families. In partnership with AARP, United Way and 211 have successfully piloted a proactive resource service to support caregivers and their families. Learn how to bring this into your community.
Brittany Pruitt Fletcher photo

Brittany Pruitt Fletcher

President & CEO
United Way of North Carolina

Natasha Stewart photo

Natasha Stewart

Public Health Manager
United Way Worldwide

Let's talk about having a conversation with your Corporate Partners where you help each other. A conversation where you talk about ways to help their most valued resource, their employees. SingleCare can help open doors and help United Way be seen as an organization where they make donations AND can help meet their employees needs. Let's gather and share how this can be accomplished, come hear from Norie del Valle, Chief Strategy Officer at United Way Miami share her story.
Vilmarie Gilliam photo

Vilmarie Gilliam

VP, Partnerships
SingleCare

Norie Del Valle photo

Norie Del Valle

Chief Strategy Officer
United Way Miami

2:45 pm - 3:25 pm
Best Practice Sessions
Learn to captivate your donors in meaningful, interactive ways. This engagement strategy will make you eager for donor engagement year-round and build advocates who will bring United Way's mission to their networks and beyond. Connect U, an 8-week program, will be highlighted as a model for other United Ways to follow.
Adam Baron photo

Adam Baron

Director, Workplace Campaigns
United Way of Southwestern Pennsylvania

Wendy Koch photo

Wendy Koch

Sr Director, Regional Engagement
United Way of Southwestern Pennsylvania

United Ways will always meet our neighbor's immediate crisis needs. But we have an opportunity to take the next step, moving our neighbors from crisis to empowerment. We can give fish AND teach how to fish. United Way of Delaware's Stand by Me program is a scalable coaching model that changes lives. Our public/private partnership has helped individuals save ~$47M, reduce debt by ~$37M, improve credit scores by ~85 points, and enable ~1200 homes to be purchased. Embedded ~100 hyper-local locations, its nimble nature enabled it to pivot to meet pandemic needs and our current benefits cliff crisis. That flexibility makes it ripe for replication to address your "crisis to empowerment" opportunities.
Daniel Cruce photo

Daniel Cruce

Chief Operating Officer
United Way of Delaware

Michelle Taylor photo

Michelle Taylor

President & CEO
United Way of Delaware

Learn how a United Way achieved non-campaign revenue, approximately 150% of traditional fundraising revenue. Fifteen years ago, United Way of Central Alabama (UWCA) built a federal grants team that began pursuing government funding opportunities. It developed a model that attracts government funding and builds a nonprofit program around them to amplify the work by generating private donations as well. In addition, UWCA has developed new lines of business to generate earned revenue.
Drew Langloh photo

Drew Langloh

President & CEO
United Way of Central Alabama

Caring for an aging adult is becoming the number-one dependent-care issue for families. In partnership with AARP, United Way and 211 have successfully piloted a proactive resource service to support caregivers and their families. Learn how to bring this into your community.
Brittany Pruitt Fletcher photo

Brittany Pruitt Fletcher

President & CEO
United Way of North Carolina

Natasha Stewart photo

Natasha Stewart

Public Health Manager
United Way Worldwide

Let's talk about having a conversation with your Corporate Partners where you help each other. A conversation where you talk about ways to help their most valued resource, their employees. SingleCare can help open doors and help United Way be seen as an organization where they make donations AND can help meet their employees needs. Let's gather and share how this can be accomplished, come hear from Norie del Valle, Chief Strategy Officer at United Way Miami share her story.
Vilmarie Gilliam photo

Vilmarie Gilliam

VP, Partnerships
SingleCare

Norie Del Valle photo

Norie Del Valle

Chief Strategy Officer
United Way Miami

2:45 pm - 3:25 pm
Best Practice Sessions
Learn to captivate your donors in meaningful, interactive ways. This engagement strategy will make you eager for donor engagement year-round and build advocates who will bring United Way's mission to their networks and beyond. Connect U, an 8-week program, will be highlighted as a model for other United Ways to follow.
Adam Baron photo

Adam Baron

Director, Workplace Campaigns
United Way of Southwestern Pennsylvania

Wendy Koch photo

Wendy Koch

Sr Director, Regional Engagement
United Way of Southwestern Pennsylvania

United Ways will always meet our neighbor's immediate crisis needs. But we have an opportunity to take the next step, moving our neighbors from crisis to empowerment. We can give fish AND teach how to fish. United Way of Delaware's Stand by Me program is a scalable coaching model that changes lives. Our public/private partnership has helped individuals save ~$47M, reduce debt by ~$37M, improve credit scores by ~85 points, and enable ~1200 homes to be purchased. Embedded ~100 hyper-local locations, its nimble nature enabled it to pivot to meet pandemic needs and our current benefits cliff crisis. That flexibility makes it ripe for replication to address your "crisis to empowerment" opportunities.
Daniel Cruce photo

Daniel Cruce

Chief Operating Officer
United Way of Delaware

Michelle Taylor photo

Michelle Taylor

President & CEO
United Way of Delaware

Learn how a United Way achieved non-campaign revenue, approximately 150% of traditional fundraising revenue. Fifteen years ago, United Way of Central Alabama (UWCA) built a federal grants team that began pursuing government funding opportunities. It developed a model that attracts government funding and builds a nonprofit program around them to amplify the work by generating private donations as well. In addition, UWCA has developed new lines of business to generate earned revenue.
Drew Langloh photo

Drew Langloh

President & CEO
United Way of Central Alabama

Caring for an aging adult is becoming the number-one dependent-care issue for families. In partnership with AARP, United Way and 211 have successfully piloted a proactive resource service to support caregivers and their families. Learn how to bring this into your community.
Brittany Pruitt Fletcher photo

Brittany Pruitt Fletcher

President & CEO
United Way of North Carolina

Natasha Stewart photo

Natasha Stewart

Public Health Manager
United Way Worldwide

Let's talk about having a conversation with your Corporate Partners where you help each other. A conversation where you talk about ways to help their most valued resource, their employees. SingleCare can help open doors and help United Way be seen as an organization where they make donations AND can help meet their employees needs. Let's gather and share how this can be accomplished, come hear from Norie del Valle, Chief Strategy Officer at United Way Miami share her story.
Vilmarie Gilliam photo

Vilmarie Gilliam

VP, Partnerships
SingleCare

Norie Del Valle photo

Norie Del Valle

Chief Strategy Officer
United Way Miami

3:35 pm - 4:15 pm
Best Practice Sessions
This session will highlight best practices of local United Ways in response to disasters, specifically related to partnering with community-based organizations and government entities; ensuring effective communications; leveraging community data, and fundraising to meet the emergency, real-time needs of community residents.
Diversifying revenue streams is crucial to building a more robust, sustainable revenue base. This session highlights the essential elements of a successful planned giving program, engaging volunteers leveraging FreeWill (our bequest pipeline building service), and how to begin the conversations with donors. Attendees will learn how to build successful asset-based giving programs that diversify revenue streams.
Kasi McCormick photo

Kasi McCormick

VP, Individual Giving & Major Gifts
United Way of San Antonio & Bexar

Evelyn Morgner photo

Evelyn Morgner

Director, Endowment & Gift Planning
United Way Worldwide

This session will feature insights from local leaders in the U.S. and Canada who exemplify best practices in leveraging labor partnerships to support workplace campaigns and community impact success. Learn practical lessons, from increasing employee engagement around giving and volunteerism to strategic partnerships supporting United Way's impact agenda, including diversity, equity, inclusion, and pre-apprenticeship programs. The practices from these United Way leaders will help you strengthen your local labor relationships, regardless of whether you have existing partnerships in place.
Heather Dawson photo

Heather Dawson

Chief Administrative Officer
United Way of Greater St. Louis

Sharon Lupton photo

Sharon Lupton

National Director Labour Programs
United Way Centraide Canada

Kelly Temple photo

Kelly Temple

Director, Labor Engagement
United Way Worldwide

Kevin Middleton photo

Kevin Middleton

President
United Way of Kentucky

Does your United Way or 211 assist with the Volunteer Income Tax Assistance Project (VITA)? Would you like to be more effective and increase your capacity to serve the local community? The United Way of Southwestern Pennsylvania / PA 211 Southwest has taken an innovative approach in its involvement with the VITA tax-scheduling initiative. After struggling to keep up with demand and volume, they have applied process improvements from the pandemic to serve more people and keep money in the pockets of those struggling to make ends meet. Learn how you can apply these lessons in your United Way.
Alena Anderson photo

Alena Anderson

Director, Financial Stability
United Way of SW Pennsylvania

Cinda Watkins photo

Cinda Watkins

Senior Director, 211
United Way of Southwestern Pennsylvania

Katie Koglman photo

Katie Koglman

Chief Executive Officer
United Way of Wayne & Holmes

Build new partnerships and deepen your connections to community members through innovative approaches to public programming. United Way of Metro Chicago's Equity in Action virtual events on critical social issues have attracted broad audiences, 40% of whom were new to United Way. The cohort-based Board Leadership Institute and Responsible Business Leaders programs have forged new partnerships with academic institutions and generated over $100K annually in net revenue. Learn how you can leverage public programming to expand the reach of your United Way.
Caitlin Closser Peart photo

Caitlin Closser Peart

Director of Public Programming
United Way of Metro Chicago

TogetherNow is an innovation project based out of the United Way of Greater Rochester and the Finger Lakes in New York. It is implementing solutions such as information sharing, a shared digital platform, and common workflows to transform siloes in health, human services, education, and government into an integrated, person-centered system of care that addresses social determinants of health and wellbeing. Through strong collaboration and strategic partnerships, such as with their local 211, the project team has developed a game-changing and proven approach to equitable, person-centered care. TogetherNow's experience offers valuable insights to other United Ways looking to transform their communities and influence multi-sector collaboration to create more equitable and person-centered systems of care. The presentation will share the project's experiences, successes, and challenges and explore opportunities for collaboration toward a common goal.
Laura Gustin photo

Laura Gustin

Executive Director
TogetherNow (UW Rochester)

United Way of Central Indiana's Parent Advisory Council (PAC) engages parents and caregivers to learn about nonprofits, share feedback on community needs based on their unique experiences, and address those needs by empowering parents to influence and fund solutions. United Way launched the PAC intentionally to create a space for parents to convene and serve as thought leaders and influencers on solutions supporting our Central Indiana neighborhoods and community. For our community to thrive, parents must have a voice in identifying and supporting solutions that make a difference for households and families throughout Central Indiana. Members of the PAC have influenced our impact strategy and effectively began grantmaking and program development to help meet our community's toughest challenges.
Dionna El photo

Dionna El

Specialist, Family Opportunity
United Way of Central Indiana

Shannon Jenkins photo

Shannon Jenkins

Sr Director, Family Opportunity
United Way of Central Indiana

3:35 pm - 4:15 pm
Best Practice Sessions
This session will highlight best practices of local United Ways in response to disasters, specifically related to partnering with community-based organizations and government entities; ensuring effective communications; leveraging community data, and fundraising to meet the emergency, real-time needs of community residents.
Diversifying revenue streams is crucial to building a more robust, sustainable revenue base. This session highlights the essential elements of a successful planned giving program, engaging volunteers leveraging FreeWill (our bequest pipeline building service), and how to begin the conversations with donors. Attendees will learn how to build successful asset-based giving programs that diversify revenue streams.
Kasi McCormick photo

Kasi McCormick

VP, Individual Giving & Major Gifts
United Way of San Antonio & Bexar

Evelyn Morgner photo

Evelyn Morgner

Director, Endowment & Gift Planning
United Way Worldwide

This session will feature insights from local leaders in the U.S. and Canada who exemplify best practices in leveraging labor partnerships to support workplace campaigns and community impact success. Learn practical lessons, from increasing employee engagement around giving and volunteerism to strategic partnerships supporting United Way's impact agenda, including diversity, equity, inclusion, and pre-apprenticeship programs. The practices from these United Way leaders will help you strengthen your local labor relationships, regardless of whether you have existing partnerships in place.
Heather Dawson photo

Heather Dawson

Chief Administrative Officer
United Way of Greater St. Louis

Sharon Lupton photo

Sharon Lupton

National Director Labour Programs
United Way Centraide Canada

Kelly Temple photo

Kelly Temple

Director, Labor Engagement
United Way Worldwide