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MORNING
AFTERNOON
EVENING
WEDNESDAY
2:30-4:00
Registration
and Check-In
4:30-6:00
Small Group Discussions
6:00-7:30
Welcome Party
THURSDAY
8:00-9:00
CheckIn
9:00 – 10:30
Breakfast, welcome and
Keynote
10:45-12:15
Using Your Brains
12:30-1:30
LunchandKeynote
1:45-3:00
Gotta Have Heart
3:15-4:30
Small Group Discussions
5:00-6:00
HappyHour
FRIDAY
10:00-11:45
FindingYour Courage
12:00-1:15
ClosingLunchandKeynote
1:30-3:30
United Way of Florida
Board of Governors
& CPO Meeting
WEDNESDAY, JUNE 24
2:30-4:00: Registration and Check-In (Pre-function Area)
4:30-6:00: RegionalRoundtables
6:00-7:30: Welcome Party -HostedbytheUnitedWayof
NorthCentralFlorida
THURSDAY, JUNE 25
8:00 a.m. - 9:00 a.m.
Registration
9:00 a.m. - 10:30 a.m.
Breakfast and
Keynote
KEYNOTE SPEAKER:
Lars Gilberts, United Way of Broward County
Lars Gilberts is our Statewide ALICE Director. Over the past year he
has helped launch and leverage the ALICE Report. Local United Ways
have used him to engage local government, business leaders and
non-profits in new conversations around what need looks like in their
local community. Lars has also developed partnerships and identified
solutions for us at the state and national level. This morning Lars
will be sharing a few of this year’s highlights as well as what new
opportunities lay ahead of us.
State of ALICE
Florida’s United Way ALICE Report paved the way to newconversations
and solutions. Each United Way is at a different place along the path
of leveraging the report to advance their local goals. Learn how your
colleagues across the state and country have used the report to engage
the media, evaluate programs, address policy issues and raise funds.
Hear how the next report will incorporate your local needs and enhance
United Way’s reputation and influence.
10:45 a.m. - 12:15 p.m.
USING YOUR BRAINS
Choose one:
1A OUR JOURNEY
TOASUCCESSFUL
ENDOWMENT
CAMPAIGN IN A
SMALL UNITED WAY
Nancy Perry, United Way of Martin County
Evelyn Morgner, United Way Worldwide
Building an endowment is an exciting challenge especially in a
smaller United Way. Nancy will share United Way of Martin County
Foundation’s strategy for an endowment campaign, getting buy-in from
the board, sizing your campaign, volunteer leadership commitments,
the individual ask, the quiet phase and the public phase. She will also
have a one-page take away on do’s and don’ts.
1B A ROADMAP
TO COMMUNITY
IMPACT: HOW TO
MAKE THE
JOURNEY STEP
BY STEP
Scot Quintel, United Way of Marion County
Is your United Way wanting to move to Community Impact, but unsure
of the steps to take to get there? This session will explore a step
by step plan to move from traditional United Way funding models
to a Community Impact approach with a focus on partnerships and
initiatives that engage the community. We will discuss the specific
steps involved in the transition, the roles of staff and volunteers,
relationships with funded partners and communicating the change to
stakeholders and the broader community.
1C COMMUNITY
RHYTHMS: THE
FIVE STAGES OF
COMMUNITY LIFE
Mike Wood, The Harwood Institute
Why is it that some initiatives take off in one community but seem to
fall flat when you try to replicate them in other places? And how do
you best ensure that your collective efforts have the greatest chance
of taking hold in a community, flourishing and actually building the
conditions that make communities work? The five stages of community
life help explain why some communities move faster and others slower
when it comes to change.
1D CREATING
EFFECTIVE
MARKETING PLANS
AND MEASURING
YOUR MARKETING
SUCCESS
Deanna Willsey, United Way Suncoast
More Details to Follow
THURSDAY, JUNE 25
12:30 p.m. - 1:30 p.m.
Lunch and Keynote
Sponsored by
KEYNOTE SPEAKER:
Rich Harwood, Founder of The
Harwood Institute
Led, in part, by the example set by his parents – who built the
community’s first halfway house to support those with mental illness
following deinstitutionalization, re-energized the NAACP, spoke out for
the voiceless on urban renewal, and founded their local synagogue
– Rich grew up in a family that believed everyone in the community
should be seen and heard and treated with compassion. As a sick child,
he spent much of his childhood confined to hospital beds, while doctors
hovered over him speaking to each other about him, but never to him,
and there he learned first-hand the pain and loneliness of being neither
seen,norheard.
His parents’ example, along with those of mentors, coaches, and
teachers who reached out to him, and his deep faith, all left a lasting
impression on Rich, who vowed to dedicate his life to working so that all
people are seen heard and that, together, we can take our best shot at
creating a better society and making hope real for all people.
Reclaiming Main
Street:How
Individuals and
Organizations Can
Authentically Do
Good
People are frustrated with politics and public life. Nothing is being done
about the problems that affect everyday people. We’re going to change
that. Together with you, Rich Harwood wants to move our communities
and country forward. The Reclaiming Main Street Campaign is an
invitation for people and organizations to join us to become a catalyst
for change. - See more at: http://mainstreet.theharwoodinstitute.
org/#sthash.m0jseHTZ.dpuf
1:45 p.m. - 3:00 p.m.
GOTTA HAVE HEART
Choose one:
2A INCREASING
REVENUE THROUGH
COLLECTIVE IMPACT
WORK
Courtenay Garcia, United Way
of the Big Bend
Explore how to engage your partners in your Collective Impact work and
watch as this relationship grows campaign dollars. Join Courtenay Garcia
for some bold thinking related to seeking out partnerships and exploring
out-of-the-box opportunities. Come learn how to reach your investors
using your program work as tools for increasing your campaigns.
2B A ROAD MAP
TO ACHIEVING
PERFORMANCE
ACCOUNTABILITY
Dr. Stephanie Scott, United Way
of Broward County
This presentation will provide an overview of how a local United Way can
build a system of performance accountability to evaluate their investment
in the community through their funded programs and partners. The
presentation will include a review of the request for application/proposal
process and how to use national, state, and local data to inform the
decision making process. In addition, the presentation will provide an
overview of the results based accountability model, the development of
measurableoutcomes,andhowto developadatamanagement system.
2C SMALL BUSINESS
PARTNERSHIPS: HOW
TO GET STARTED
ChrisWellsandAmyAzoulay,
United Way of North Central
Florida
Join United Way of North Central
Florida for a discussion on how
to bring entrepreneurs to United
Way and learn how they
were able to bring in over
$300,000 in just one year.
FRIDAY, JUNE 26
10:00 a.m. - 11:45 a.m.
FINDING COURAGE
Choose one:
3A GROWING
LEADERSHIP AND
MAJOR GIFTS BY
IDENTIFYING THE
RIGHT TARGETS
David Osborne & Jamie Renee,
United Way Suncoast
We will review a collection of tools and instructions on how to use them
that will take us form identifying major donors, through cultivating them,
to getting current and deferred gifts.
2D LINC TEAM AND MILLENNIALS
3B SMALLBUSINESSES:
Edwin Goutier, United Way Worldwide
UnitedWayLINC(Lead.Impact.Network.Change.)harnessesthepower
of young people to help kids succeed in school, to help families gain
stability, to help our neighbors get through tough times and to help our
community become more prosperous. Join Edwin for a discussion of
how young professionals are leading the charge and getting engaged
in their local UWs through volunteerism.
3:15 p.m. - 4:30 p.m.
SMALL GROUP DISCUSSIONS
Roundtables by Metro Size
5:00 p.m. - 6:00 p.m.
HAPPY HOUR
A PARTNERSHIP MODEL FOR
A STRONGER UNITED WAY
UnitedWayofNorthCentralFlorida
A continuation of the earlier discussion, UW of N Central FL will invite
impact partners to discuss how their model has gained traction in their
community and the value their partners are seeing.
3C THE SECRET
UNITED WAY PROJECT
THAT COULD CHANGE
THE WORLD
Tim Ervolina, United Way of
SouthCarolina
Most United Ways either have one or fund one. Hardly anybody gets it.
What is it? 2-1-1. Most people think of it as a number to call for help
with rent or utilities. But 2-1-1 is not just a number, it’s not even a call
center. It’s the single best product the United Way system has developed
since payroll deduction. Find out why and find out how you can leverage
2-1-1’s power to change the world.
FRIDAY, JUNE 26
3D EFFECTIVELY USING
SPECIALEVENTSAND
SOCIAL MEDIA TO
ENGAGE YOUNG
DONORS
UF Dance Marathon
This presentation will inform UW attendees what Dance Marathon
at UF does and the impact that it has on the community. The
Dance Marathon—a completely student run organization—
raised over $2M just last
yearfortheUFHealthShandsChildren’s
Hospital. If you’re looking to bring
some extra energy to your Student
United Way, you’re not going to
want to miss this presentation!
12:00 p.m. - 1:15 p.m.
Closing Lunch and
Keynote
KEYNOTE SPEAKER:
Paul DeBassio, VP, Network
Engagement & Capacity at
United Way Worldwide
BRINGING BOLD
PLAYS TO LIFE IN YOUR UNITED
WAY
Paul DeBassio will discuss the future of United Way, our enterprise-
wide strategies, and how every United Way can help move the mission
forward.
NOTES
””WWHHEENN PPEEOOPPLLEE AANNDD
OORRGGAANNIIZZAATTIIOONNSS TTUURRNN
OOUUTTWWAARRDD,, EEFFFFOORRTTSS TTOO
SSOOLLVVEE CCHHAALLLLEENNGGEESS HHAAVVEE AA
MMUUCCHH GGRREEAATTEERR CCHHAANNCCEE OOFF
HHAAVVIINNGG AA LLAASSTTIINNGG IIMMPPAACCTT,,
GGEENNEERRAATTIINNGG MMOORREE SSUUPPPPOORRTT
AANNDD RREESSOOUURRCCEESS,, AANNDD
CCRREEAATTIINNGG AA CCOOMMMMUUNNIITTYY
TTHHAATT IISS BBEETTTTEERR EEQQUUIIPPPPEEDD
TTOO SSUUSSTTAAIINN TTHHEE CCHHAANNGGEE
–– AANNDD TTAACCKKLLEE OOTTHHEERR
CCHHAALLLLEENNGGEESS..””
Rich Harwood,
The Harwood Institute

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2015 UWOF Conf Program 5-13-15

  • 1.
  • 2. MORNING AFTERNOON EVENING WEDNESDAY 2:30-4:00 Registration and Check-In 4:30-6:00 Small Group Discussions 6:00-7:30 Welcome Party THURSDAY 8:00-9:00 CheckIn 9:00 – 10:30 Breakfast, welcome and Keynote 10:45-12:15 Using Your Brains 12:30-1:30 LunchandKeynote 1:45-3:00 Gotta Have Heart 3:15-4:30 Small Group Discussions 5:00-6:00 HappyHour FRIDAY 10:00-11:45 FindingYour Courage 12:00-1:15 ClosingLunchandKeynote 1:30-3:30 United Way of Florida Board of Governors & CPO Meeting WEDNESDAY, JUNE 24 2:30-4:00: Registration and Check-In (Pre-function Area) 4:30-6:00: RegionalRoundtables 6:00-7:30: Welcome Party -HostedbytheUnitedWayof NorthCentralFlorida
  • 3. THURSDAY, JUNE 25 8:00 a.m. - 9:00 a.m. Registration 9:00 a.m. - 10:30 a.m. Breakfast and Keynote KEYNOTE SPEAKER: Lars Gilberts, United Way of Broward County Lars Gilberts is our Statewide ALICE Director. Over the past year he has helped launch and leverage the ALICE Report. Local United Ways have used him to engage local government, business leaders and non-profits in new conversations around what need looks like in their local community. Lars has also developed partnerships and identified solutions for us at the state and national level. This morning Lars will be sharing a few of this year’s highlights as well as what new opportunities lay ahead of us. State of ALICE Florida’s United Way ALICE Report paved the way to newconversations and solutions. Each United Way is at a different place along the path of leveraging the report to advance their local goals. Learn how your colleagues across the state and country have used the report to engage the media, evaluate programs, address policy issues and raise funds. Hear how the next report will incorporate your local needs and enhance United Way’s reputation and influence. 10:45 a.m. - 12:15 p.m. USING YOUR BRAINS Choose one: 1A OUR JOURNEY TOASUCCESSFUL ENDOWMENT CAMPAIGN IN A SMALL UNITED WAY Nancy Perry, United Way of Martin County Evelyn Morgner, United Way Worldwide Building an endowment is an exciting challenge especially in a smaller United Way. Nancy will share United Way of Martin County Foundation’s strategy for an endowment campaign, getting buy-in from the board, sizing your campaign, volunteer leadership commitments, the individual ask, the quiet phase and the public phase. She will also have a one-page take away on do’s and don’ts. 1B A ROADMAP TO COMMUNITY IMPACT: HOW TO MAKE THE JOURNEY STEP BY STEP Scot Quintel, United Way of Marion County Is your United Way wanting to move to Community Impact, but unsure of the steps to take to get there? This session will explore a step by step plan to move from traditional United Way funding models to a Community Impact approach with a focus on partnerships and initiatives that engage the community. We will discuss the specific steps involved in the transition, the roles of staff and volunteers, relationships with funded partners and communicating the change to stakeholders and the broader community. 1C COMMUNITY RHYTHMS: THE FIVE STAGES OF COMMUNITY LIFE Mike Wood, The Harwood Institute Why is it that some initiatives take off in one community but seem to fall flat when you try to replicate them in other places? And how do you best ensure that your collective efforts have the greatest chance of taking hold in a community, flourishing and actually building the conditions that make communities work? The five stages of community life help explain why some communities move faster and others slower when it comes to change. 1D CREATING EFFECTIVE MARKETING PLANS AND MEASURING YOUR MARKETING SUCCESS Deanna Willsey, United Way Suncoast More Details to Follow
  • 4. THURSDAY, JUNE 25 12:30 p.m. - 1:30 p.m. Lunch and Keynote Sponsored by KEYNOTE SPEAKER: Rich Harwood, Founder of The Harwood Institute Led, in part, by the example set by his parents – who built the community’s first halfway house to support those with mental illness following deinstitutionalization, re-energized the NAACP, spoke out for the voiceless on urban renewal, and founded their local synagogue – Rich grew up in a family that believed everyone in the community should be seen and heard and treated with compassion. As a sick child, he spent much of his childhood confined to hospital beds, while doctors hovered over him speaking to each other about him, but never to him, and there he learned first-hand the pain and loneliness of being neither seen,norheard. His parents’ example, along with those of mentors, coaches, and teachers who reached out to him, and his deep faith, all left a lasting impression on Rich, who vowed to dedicate his life to working so that all people are seen heard and that, together, we can take our best shot at creating a better society and making hope real for all people. Reclaiming Main Street:How Individuals and Organizations Can Authentically Do Good People are frustrated with politics and public life. Nothing is being done about the problems that affect everyday people. We’re going to change that. Together with you, Rich Harwood wants to move our communities and country forward. The Reclaiming Main Street Campaign is an invitation for people and organizations to join us to become a catalyst for change. - See more at: http://mainstreet.theharwoodinstitute. org/#sthash.m0jseHTZ.dpuf 1:45 p.m. - 3:00 p.m. GOTTA HAVE HEART Choose one: 2A INCREASING REVENUE THROUGH COLLECTIVE IMPACT WORK Courtenay Garcia, United Way of the Big Bend Explore how to engage your partners in your Collective Impact work and watch as this relationship grows campaign dollars. Join Courtenay Garcia for some bold thinking related to seeking out partnerships and exploring out-of-the-box opportunities. Come learn how to reach your investors using your program work as tools for increasing your campaigns. 2B A ROAD MAP TO ACHIEVING PERFORMANCE ACCOUNTABILITY Dr. Stephanie Scott, United Way of Broward County This presentation will provide an overview of how a local United Way can build a system of performance accountability to evaluate their investment in the community through their funded programs and partners. The presentation will include a review of the request for application/proposal
  • 5. process and how to use national, state, and local data to inform the decision making process. In addition, the presentation will provide an overview of the results based accountability model, the development of measurableoutcomes,andhowto developadatamanagement system. 2C SMALL BUSINESS PARTNERSHIPS: HOW TO GET STARTED ChrisWellsandAmyAzoulay, United Way of North Central Florida Join United Way of North Central Florida for a discussion on how to bring entrepreneurs to United Way and learn how they were able to bring in over $300,000 in just one year. FRIDAY, JUNE 26 10:00 a.m. - 11:45 a.m. FINDING COURAGE Choose one: 3A GROWING LEADERSHIP AND MAJOR GIFTS BY IDENTIFYING THE RIGHT TARGETS David Osborne & Jamie Renee, United Way Suncoast We will review a collection of tools and instructions on how to use them that will take us form identifying major donors, through cultivating them, to getting current and deferred gifts. 2D LINC TEAM AND MILLENNIALS 3B SMALLBUSINESSES: Edwin Goutier, United Way Worldwide UnitedWayLINC(Lead.Impact.Network.Change.)harnessesthepower of young people to help kids succeed in school, to help families gain stability, to help our neighbors get through tough times and to help our community become more prosperous. Join Edwin for a discussion of how young professionals are leading the charge and getting engaged in their local UWs through volunteerism. 3:15 p.m. - 4:30 p.m. SMALL GROUP DISCUSSIONS Roundtables by Metro Size 5:00 p.m. - 6:00 p.m. HAPPY HOUR A PARTNERSHIP MODEL FOR A STRONGER UNITED WAY UnitedWayofNorthCentralFlorida A continuation of the earlier discussion, UW of N Central FL will invite impact partners to discuss how their model has gained traction in their community and the value their partners are seeing. 3C THE SECRET UNITED WAY PROJECT THAT COULD CHANGE THE WORLD Tim Ervolina, United Way of SouthCarolina Most United Ways either have one or fund one. Hardly anybody gets it. What is it? 2-1-1. Most people think of it as a number to call for help with rent or utilities. But 2-1-1 is not just a number, it’s not even a call center. It’s the single best product the United Way system has developed since payroll deduction. Find out why and find out how you can leverage 2-1-1’s power to change the world.
  • 6. FRIDAY, JUNE 26 3D EFFECTIVELY USING SPECIALEVENTSAND SOCIAL MEDIA TO ENGAGE YOUNG DONORS UF Dance Marathon This presentation will inform UW attendees what Dance Marathon at UF does and the impact that it has on the community. The Dance Marathon—a completely student run organization— raised over $2M just last yearfortheUFHealthShandsChildren’s Hospital. If you’re looking to bring some extra energy to your Student United Way, you’re not going to want to miss this presentation! 12:00 p.m. - 1:15 p.m. Closing Lunch and Keynote KEYNOTE SPEAKER: Paul DeBassio, VP, Network Engagement & Capacity at United Way Worldwide BRINGING BOLD PLAYS TO LIFE IN YOUR UNITED WAY Paul DeBassio will discuss the future of United Way, our enterprise- wide strategies, and how every United Way can help move the mission forward.
  • 8. ””WWHHEENN PPEEOOPPLLEE AANNDD OORRGGAANNIIZZAATTIIOONNSS TTUURRNN OOUUTTWWAARRDD,, EEFFFFOORRTTSS TTOO SSOOLLVVEE CCHHAALLLLEENNGGEESS HHAAVVEE AA MMUUCCHH GGRREEAATTEERR CCHHAANNCCEE OOFF HHAAVVIINNGG AA LLAASSTTIINNGG IIMMPPAACCTT,, GGEENNEERRAATTIINNGG MMOORREE SSUUPPPPOORRTT AANNDD RREESSOOUURRCCEESS,, AANNDD CCRREEAATTIINNGG AA CCOOMMMMUUNNIITTYY TTHHAATT IISS BBEETTTTEERR EEQQUUIIPPPPEEDD TTOO SSUUSSTTAAIINN TTHHEE CCHHAANNGGEE –– AANNDD TTAACCKKLLEE OOTTHHEERR CCHHAALLLLEENNGGEESS..”” Rich Harwood, The Harwood Institute