2018 Conference Header 2

Workshops include:
>> Mary Sellers, U.S. President of United Way Worldwide
>>William Browning, United Way Worldwide on Salesforce Philanthropy Cloud
>>Matt Episcopo, International Speaker, Author, Coach, on the POWER of Networking
>>PLUS: Product Development, Community Impact, Innovation in Fund-Raising, Marketing
Human Resources: retention, culture building & more!

*New for 2018: Break Out Sessions on special topics*

Download Workshop Descriptions

Hosted by: Tri-County United Way, United Way of the Adirondack Region and United Way of Northern NY. **This conference is approved by United Way Worldwide for use of Flex Credits**


Registration Form

Fees (Please select button):*
Meal and Refreshment Fees (Select one or more):
Total Enclosed:

Please Mail Payment to United Way NYS, 800 Troy-Schenectady Road, Latham, NY 12110 by July 1st.

Please contact us with any questions: 518-608-6456.

Hotel reservations must be made by June 15, 2018 for approved rate of $135.00 /night for UWNYS Conference. Reserve online or call 518-792-1121. Use code UWNYS18 to reserve.

Name for Name Tag:
Organization Address:*
Cell Phone (for emergency use at the conference only. Will not be shared:
UWW # (required if you intend to use flex credits.)

Breakout Sessions

Thursday Breakout Session 1 at 11:00
Thursday Breakout Session 2 at 1:00
Thursday Breakout Session 3 at 2:00
Friday Breakout Session 4 at 11:00
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Conference Agenda

KEY:  GEN: General Topic for all attendees    MKTG: Marketing Related Topic
          CI: Community Impact Topic               RD: Resource Development Topi
          HR: Human Resource Topic
*NOTE*  The agenda and workshops below are subject to change.

Wednesday July 18, 2018
12:30-1:30 The Game of "Real" LIFE (MKTG, RD, CI)
Presented by Stacey Rein, President United Way of Ulster County

1:30-3:00 Advocacy 101 (GEN)
Presented by BJ Costello and Janet Silver of Hinman Straub (Conference Sponsor), Dave Wallace of United Way Worldwide and Christy Panagakis of United Way of Buffalo and Erie County

3:00-4:00 ALICE and Family Wize (CI)
Presented by Susan Gilmore of Family Wize (Conference Sponsor), Mary Shaheen of 2-1-1 NY and United Way of New York State and Dana Treacy of United Way of Rockland County

4:00-5:00 Poverty Reduction and Public Broadcasting  (MKTG,CI)
Presented by Lynn Brown, President and GM of PBS-DT and Peter Schmitt ESPRI Coordinator for United Way of Northern New York

5:00-6:00 Cocktail Reception

Welcome from Host Duane Vaughn, Executive Director of Tri-County United Way; Co-Host and MAC Chair John Bernardi, CEO of United Way of the Adirondack Region; Co-host Bob Gorman, President & CEO of United Way of Northern NY and Kevin O'Brien, UWNYS Board Chair

6:00-7:00 Dinner

Thursday, July 19th
7:00       Breakfast

7:45-8:15 Welcome and State of United Way of New York State (GEN)
    Presented by Brenda Episcopo, President and CEO of United Way of New York State and Mary Shaheen, President of 2-1-1 New York and Vice-President of United Way of New York State

8:15-9:45 Networking for Leaders (GEN)
Presented by Matt Episcopo, International Speaker, Author, Coach

9:45-10:45 United as One Network and Speed Networking to Drive Results (GEN)
    Facilitated by Brenda Episcopo, President and CEO of UWNYS
    With Assistance from Conference Planning Team Members

10:45 Break

11:00-12:00  Break Out 1: Choose A or B
A. Grants: Where to find them, How to get them: Leveraging Impact through Grants for United Ways of all sizes (RD)   
Presented  by Laura Alpert of United Way of the Greater Capital Region,  Andy Lashua of United Way of Buffalo and Erie County and  Rhonda Jasper Executive Director United Way of Seneca County


B. United 2 Read, Making 3rd Grade Reading Proficiency for all a Community Wide Goal  (CI)
Presented by Jeff Smink and Hannah Munoz of Smarter Learning Group in partnership with United Way of Westchester Putnam Counties.

12:00-1:00  Lunch and Break

1:00-2:00 Break out session 2: Choose A or B
A.    Building Successful Major and Planned Giving Programs: Panel Discussion for United Ways of All Sizes (RD)
Presented by Laura Alpert of United Way of the Greater Capital Region,  Gayle Barton United  Way of Buffalo and Erie County and Jack Sise, Esq. of Planned Legacy Giving


B.     The High Cost of Turn Over (HR) – Employee Retention & Engagement Strategies That Work
Presented by Leslie Rose McDonald, President of Pathfinders, Inc.

2:00-3:00 Break out session 3: Choose A or B
A.    The Impact of Story Telling on Online Fund-Raising (RD)
    Presented by Bridget Carfaro, Customer Success Manager with GiveGab  (Conference Sponsor)  


B. Committed to Diversity: Building a Diverse Organization and Board of Directors(HR)
  Presented by Erin Matt, CEO of United Way of the Valley and Greater Utica Area

3:00 Break

3:30-4:30 Salesforce Philanthropy Cloud and the Future of United Way (GEN & RD)
Presented by William Browning, Senior Vice-President, Chief Transformation Officer at United Way Worldwide

4:30 Break

5:00-6:00 Cocktail Reception Sponsored by Duane Vaughn

6:00-8:00 Dinner, Featuring Keynote Address on the Future of United Way by Mary Sellers, US President of United Way Worldwide (GEN)

Friday, July 20th:
8:00-9:00 Building Affinity Groups That Galvanize Communities (GEN, RD)
Presented by Loretta Zolkowski, President of the Human Services Leadership Council of CNY and Panel of Local United Way Affinity Group leaders: Kayleigh Terranova, United Way of Buffalo and Erie County, others TBD.

9:00-10:00  2-1-1 is for Everyone (GEN, CI)
    Presented by Mary Shaheen, President of 2-1-1 New York

10:00-11:00 Using Surveys to Drive results (MKTNG)
Presented by George Kuhn and Christopher Coville of Drive Research

11:00-12:00: Break Out Session 4:
A.    Membership Advisory Committee Meeting, for Member United Way CEO's only
Facilitated by MAC Chair John Bernardi, CEO United Way of the Adirondack Region and Co-Chair Elizabeth Monaco, Executive Director Chenango United Way

All Others Attend:
B.    Deepening Engagement in Local After School,  Summer and Expanded Learning Opportunities
Presented by  Kelly Sturgis, Executive Director of the New York Network for Youth Success

12:00 Conference  Closes

Special Thanks to the 2018 Conference Planning Committee:
Michael Weiner, Kari Buch, Jeannie Montano, Kathy Snow, Bob Gorman, Duane Vaugh, Laura Alpert, Elizabeth Monaco and Victoria, Tobi Darrah, Rushka Tcholakova, Mary Shaheen and Brenda Episcopo