2019 Institute
OXFORD DESIGN
14-15 April 2019
City, State
AGENDA
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Cultivating Cross-Functional Leaders to Support the Modern United Way
Cross-functional collaboration is a fundamental, indispensable feature of our Modern United Way business model. To deliver on the critical success factors of our network-wide strategic blueprint, we must cultivate people leaders who see the value of cross-functional work and enable integrated approaches to product, content and service solutions. Join us to hear how United Way of Broward County, whose leadership recognizes the benefits of partnership across resource development, impact and marketing teams, has broken down departmental silos to execute the Modern United Way.
Kathleen Cannon
President & CEO
United Way of Broward County
Amy Dinofrio
VP of People Strategies, Talent & Board Engagement
United Way Worldwide
Day 2: Wednesday, August 12
7:00 am - 8:45 am
session heading
Advocating in 2020: The General Election and US Census
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Rachel Awtrey
Brand Ambassador
RachelAwtrey.com
Amy Ahrens Terpstra
VP, Collective Impact Partnerships
United Way of Salt Lake
7:00 am - 8:45 am
session heading
Down the Donor Pipeline: Donor Acquisition, Cultivation and Care
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Rachel Awtrey
Brand Ambassador
RachelAwtrey.com
Amy Ahrens Terpstra
VP, Collective Impact Partnerships
United Way of Salt Lake
Mobilizing Donors and Corporate Partners in 2020 Civic Engagement
testing description test 2
Rachel Awtrey
Brand Ambassador
RachelAwtrey.com
Mary Ambrose
Chief Impact Officer
United Way of Southeast Louisiana
7:00 am - 8:45 am
session heading
Down the Donor Pipeline: Donor Acquisition, Cultivation and Care
test 1 description test test test test test test test test test testtest test test test testtest test test test testtest test test test testtest test test test testtest test test test testtest test test test testtest test test test testtest test test test testtest test test test testtest test test test testtest test test test testtest test test test test
Rachel Awtrey
Brand Ambassador
RachelAwtrey.com
Amy Ahrens Terpstra
VP, Collective Impact Partnerships
United Way of Salt Lake
Mobilizing Donors and Corporate Partners in 2020 Civic Engagement
testing description test 2
Rachel Awtrey
Brand Ambassador
RachelAwtrey.com
Mary Ambrose
Chief Impact Officer
United Way of Southeast Louisiana
8:30 am - 10:00 am
GENERAL SESSION
FFIS General Session & Continental Breakfast
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Erica Wiley
Vice President, Development
United Way of King County
Natali Justiniano Pahl
Community Volunteer
NJP Consulting
Marveen Hart
Sr. Director, Diversity, Equity and Inclusion
United Way Worldwide
Day 19: Tuesday, March 24
Day 21: Tuesday, March 24
Day 27: Wednesday, March 25
2:45 pm - 4:00 pm
FFIS Learning Sessions
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2:45 pm - 4:00 pm
FFIS Learning Sessions
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FFIS Learning Sessions 2
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FFIS Learning Sessions 3
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FFIS Learning Sessions 4
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2:45 pm - 4:00 pm
FFIS Learning Sessions
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FFIS Learning Sessions 2
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FFIS Learning Sessions 3
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FFIS Learning Sessions 4
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2:45 pm - 4:00 pm
FFIS Learning Sessions
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FFIS Learning Sessions 2
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FFIS Learning Sessions 3
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FFIS Learning Sessions 4
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2:45 pm - 4:00 pm
FFIS Learning Sessions
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FFIS Learning Sessions 2
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FFIS Learning Sessions 3
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FFIS Learning Sessions 4
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Day 39: Thursday, March 26
10:30 am - 11:45 am
How 211 Data Can Maximize the Impact of Women United
We use data to make small and large decisions every day, from what to have for lunch to what car to buy. Unfortuantely, we often don't use enough data when deciding how to give our time or philanthropic dollars. 211, a vital service leveraged by millions of Americans every year, is a rich source of data for United Ways across the U.S. This session will focus on how to access, understand and make the most use of data from 211 to decide how we give our time, allocate donor dollars, drive impact and tell our story to the community, and what that information can do for your Women United.
Rachel Krausman
Senior Director, 211
United Way Worldwide
10:30 am - 11:45 am
Speak Up! Advocating for Change with Women United
Individuals are seeking meaningful ways to create real, sustainable change in their communities and across the country. Advocacy is a powerful tool that Women United can use to engage people in policy solutions that matter to them. This session will highlight how local United Ways have harnessed the power of people and mobilized communities in key policy and advocacy campaigns.
Sarah Yergeau
Director, Digital Advocacy
United Way Worldwide
Natali Justiniano Pahl
Community Volunteer
NJP Consulting
10:30 am - 11:45 am
Embarking on Your Women United Journey
Join the Women United Global Leadership Council (WUGLC) Expansion Committee for an interactive and engaging discussion featuring critical success factors for your emerging or newly established Women United Group.
10:30 am - 11:45 am
Gender and Giving Across Communities of Color
As communities of color grow in wealth and influence, and as women from all racial backgrounds lead through philanthropy, common perceptions about who is seen as a “philanthropist” are being challenged like never before. Jeannie Sager, Director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy, will share an overview of new research that explores intersections of race, gender and giving to dispel myths about who philanthropists are/who are philathropists
Jeannie Sager
Director
Women's Philanthropy Institute
1:30 pm - 2:45 pm
Advocating in 2020: The General Election and US Census
From helping people register to vote, to leading get-out-the-count campaigns in hard-to-count communities, United Ways across the country are driving efforts to increase voter and census participation. As catalysts of community activism and philanthropy, our Women United leaders are on the frontlines of the fight for inclusive democracy. With the 2020 Census, presidential election and 100th anniversary of the women’s suffrage movement happening this year, Women United chapters can play a critical role helping community voices be heard in 2020. Join us to discover how Women United leaders can spearhead get-out-the-count and get-out-the-vote initiatives.
1:30 pm - 2:45 pm
Telling Your Women United Story to Drive Change
Women United is making lasting change across the world. But how do we engage even more women to make an even bigger difference? We have to tell our story in a way that resonates, and communicate effectively year-round. This session will give you perspective, tools and practice to do exactly that.
1:30 pm - 2:45 pm
Telling Your Women United Story To Drive Change
Women United is making lasting change across the world. But how do we engage even more women to make an even bigger difference? We have to tell our story in a way that resonates, and communicate effectively year-round. This session will give you perspective, tools and practice to do exactly that.
1:30 pm - 2:45 pm
Effective Self-Care for Today's Women Leaders
It has never been a more exciting time to be a woman in leadership--or a more demanding one. Join Randi Braun, the Founder of Something Major, for a workshop on Effective Self Care for Today's Women Leaders. An executive coach who has advised diverse women leaders ranging from nonprofits to Fortune 500 companies, Randi will share tactical tips for:
• Cultivating a meaningful and authentic self care routine
• Decreasing stress and increasing fulfillment
1:30 pm - 2:45 pm
Getting Comfortable with Being a Fundraiser
Local United Ways rely heavily on volunteer leadership to help develop and drive fundraising strategies. Often, however, we find that volunteers, and even staff members, find it difficult to make connections in their communities to create United Way stakeholders for life. For many passionate United Way advocates, making the ask is deeply uncomfortable. This session will address how to equip volunteers and staff with the tools to build relationships—a fundamental fundraising skill—that ensure United Way’s long-term sustainability.
Brenda Williams
Board Member
Women United Global Leadership Council
3:00 pm - 4:15 pm
Gender and Giving Across Communities of Color (Repeated Session)
As communities of color grow in wealth and influence, and as women from all racial backgrounds lead through philanthropy, common perceptions about who is seen as a “philanthropist” are being challenged like never before. Jeannie Sager, Director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy, will share an overview of new research that explores intersections of race, gender and giving to dispel myths about who philanthropists are/who are philathropists
3:00 pm - 4:15 pm
The Hidden Figures in Innovation
It’s no surprise that women have valuable insights and are capable of driving change. Pauline, Innovation Specialist, discusses the United We Innovate Campaign, where she celebrates hidden key female voices in innovation. With increasing change in technology and disruption, we need to unleash women’s innovative potential to create a more equitable future. The session discusses the structural and cultural barriers women face in innovation and how we can develop an innovation ecosystem in which women can thrive.
3:00 pm - 4:15 pm
Leveraging Social Media Influencers to Amplify Your Story and Reach New Audiences
Influencer marketing scales up the potential of peer recommendations by borrowing the "influence capital" of widely followed content creators. These individuals can reach thousands—if not millions—of people around the world with a single piece of content. Want to see new faces at your Women United event? Are you interested in reaching people outside the traditional workplace campaign? Influencers can help! Hear from the United Way Brand Ambassadors, a global group of Instagram influencers, about how they engage their young and diverse audiences to support United Way.
Day 63: Friday, March 27
9:15 am - 10:30 am
Strengthening Women United through Diversity and Inclusion
Is your Women United committed to making sure that every woman has an opportunity to join United Way’s fight for health, education and financial stability? Are you leveraging diversity by bringing together individuals with unique backgrounds, experiences and thinking to more effectively address the issues facing our communities? Join us for an overview of United Way Worldwide’s diversity, equity and inclusion efforts, and hear from United Way of Southeastern Louisiana, whose Women United serves as a leading example of an affinity group that has prioritized integrating inclusion and equity into both their membership recruitment and impact work.
Marveen Hart
Sr. Director, Diversity, Equity and Inclusion
United Way Worldwide
9:15 am - 10:30 am
Transforming Your Women United's Governance Structure
The success of any Women United affinity group depends on a strong governance structure. Whether your Women United group is emerging or established, there may be opportunities to revise your management framework. In this session, we will discuss different types of government structures and key considerations for optimization.
Kimberly Smith
Chief Accounting Officer
American AgCredit
9:15 am - 10:30 am
Collaboration vs. Competition: The Non-Profit Hunger Games
Because donors, volunteers and dollars are finite resources, we naturally perceive other philanthropic organizations who are attempting to secure the same resources as competitors. While this mindset tends to be automatic, what would happen if we could flip that thinking on its head and open ourselves to the idea of partnership, and the advantages it could provide. In this session, we will discuss how Women United groups have collaborated with other local women’s groups to create more value and impact in their communities.
9:15 am - 10:30 am
Driving Women United Brand Adoption
Brand identity is one of the most valuable assets of any organization and - when managed well – something that can make you instantly recognizable to target audiences. Join us for a conversation about how United Ways in Canada and the US have brought the Women United brand to life in local markets.
10:45 am - 12:00 pm
Leading the Climb to the Capitol: How to Organize and Execute a Women United State Capitol Day
Women leaders across the country are advocating for health, education and financial stability priorities, not only in their immediate communities, but also in their state capitals by participating in State Capitol Days. Hear from three Women United leaders about best practices and key lessons learned from organizing Women United State Capitol Days, and get inspired to strengthen your Women United group by organizing your own advocacy event.
Sarah Yergeau
Director, Digital Advocacy
United Way Worldwide
Michelle Branch
Attorney
Branch Law Group
10:45 am - 12:00 pm
Embracing Change to Change the Game
The current economy is defined by change: employees do not stay in one professional role for life, and business models are continually evolving. How do you adapt to constant change? How do you rise above the challenges of transformation so that you do not merely withstand change, but embrace change as a tool for personal growth? Join this session if you are interested in learning how to strengthen your adaptability, not only in your role at United Way or in your Women United chapter, but in all domains of your professional life.
10:45 am - 12:00 pm
Aligning Your Women United and Your United Way's Mission
Inspired and motivated Women United chapters can be indispensable assets for local United Ways and the communities they serve. A powerful affinity group can enhance and amplify a United Way’s work and brand while creating a richer, more profound philanthropy experience for its members. A thriving Women United group can also attract and engage diverse groups of talented women leaders who bring experience and expertise to the complex issues that United Way addresses. Join us to discover how your local United Way can establish and sustain a strong Women United with powerful, credible advocates who are wholly aligned with our mission and work.
Brenda Williams
Board Member
Women United Global Leadership Council
10:45 am - 12:00 pm
How to Optimize Your Volunteer Power
It’s in the best interest of your non-profit to create long-lasting relationships with volunteers who have a strong connection with your mission, and who are willing to contribute to its realization. Optimizing volunteer power is a key component in strengthening that relationship.
Day 76: Friday, July 31
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