GENERAL SESSION Continental Breakfast (Register for Meal)

2/19/2019 8:00 AM - 9:00 AM

NOTE: To reduce food waste, we ask attendees to indicate intention to join a general session. If you plan to join, please add this session to your schedule. If you have dietary restrictions, it is very important to register in advance for meals. 

GENERAL SESSION Lunch (Register for Meal)

2/19/2019 12:15 PM - 1:15 PM

NOTE: To reduce food waste, we ask attendees to indicate intention to join a general session. If you plan to join, please add this session to your schedule. If you have dietary restrictions, it is very important to register in advance for meals. 

BLOCK A CASCADE DATA SOLUTIONS Donation Tracker User Group

2/19/2019 1:30 PM - 2:45 PM

Presenter: Cascade Data Solutions

This course, by Cascade Data Solutions, will highlight the brand new Donation Tracker.  This new version is a completely new program built from a different framework with new features and functionalities.

BLOCK A PERSPECTIVES Growing and Diversifying RUM: What You Need to Know

2/19/2019 1:30 PM - 2:45 PM

Presenter: Perspectives

As workplace giving continues to decline system-wide, many United Ways feel pressure to find other avenues to grow their total resources under management (RUM). We all have heard of potential methods to achieve RUM growth, such as planned giving, grants, and special events. In this session, we will discuss why it is so difficult to grow RUM using these methods within the confines of a typical United Way’s business model. We will also highlight how best to leverage the relationship between RUM growth, measurable impact, investing intentionally, and simple calls to action. 

DEEP DIVE Leadership 101

2/19/2019 1:30 PM - 4:30 PM

Presenter: United Way of Summit County

Good leadership is important in any venture. Strong leadership at a local United Way can improve the lives of everyone in the community. This session is specifically geared to leaders new to the United Way network to sharpen their understanding of the network, the work, and the challenges that may be faced. 

DEEP DIVE United Way Marketing & Communications 101

2/19/2019 1:30 PM - 4:30 PM

Presenter: United Way Worldwide

If you are a new United Way marketing / communications staffer or interested in learning the basics of United Way's messaging and how to use some of our tools and resources, this session is for you. We'll review the background on our Brand Strategy (our "United We Fight / United We Win" messaging); use live demonstrations to show to create professional on-brand collateral using our Marketing Toolkit / Studio to Go; learn the basics of #UnitedWayChat and login to Bambu (our social media sharing site) to show how easy it is to use. We'll also learn the ins and outs of our Quarterly Communications Themes. This session will focus on explaining background information and live demonstrations. 

BLOCK B UPIC SOLUTIONS Salesforce as your Donor Management System

2/19/2019 3:15 PM - 4:30 PM

Presenter: Upic Solutions

Have you heard the buzz about Salesforce in the United Way network? Think it is out of reach or don’t know where to start? Learn how Upic can help you affordably leverage Salesforce to improve donor engagement.

BLOCK B SCHOLASTIC Literacy Initiatives for Community’s with High Focus on School support and Student Reading!

2/19/2019 3:45 PM - 4:30 PM

Presenter: Lynne Lavota, Scholastic Book Fair Business development and Community Outreach Manager

This session will focus on useful tools for integrating literacy in your community’s schools. Schools are an excellent setting through which Scholastic brings many resources. United Ways with Scholastic are well positioned to provide related instruction and support in our schools that branch into our community base.  However, many communities often report that they lack the resources to sustain literacy support in schools, especially on book ownership and much needed resources on their campus. Discover options for you and your team to use at the ready by hearing of the resources available through Scholastic Book Fairs and gain inspiration from local United Way team leaders who will share data and overall results.  At this session we are going to work and share strategies that are working around the state and in other states that focus on collaborative literacy support for your students, staff and families. Free books and resources will be provided by Scholastic.

LEAD Happy Hour

2/19/2019 5:00 PM - 6:00 PM

Presenter: United Way Worldwide LEAD

Casual networking gathering of all United Way Worldwide LEAD (Leaders Engaged In Accelerated Development) program alumni and current participants that are attending the 2019 Great Rivers Conference.

 

Event will take place the Monarch Room at Hilton Milwaukee City Center. 

 

For questions or more information, please contact Heather Arnold or Karissa Gretebeck.

Tuesday Live United Lounge

2/19/2019 8:00 PM - 10:00 PM

Join for an evening of casual networking with peers! 

GENERAL SESSION Breakfast and Host City Welcome (Register for Meal)

2/20/2019 8:00 AM - 10:00 AM

Presenter: United Way of Greater Milwaukee & Waukesha County

NOTE: To reduce food waste, we ask attendees to indicate intention to join a general session. If you plan to join, please add this session to your schedule. If you have dietary restrictions, it is very important to register in advance for meals. 

Host City United Way of Greater Milwaukee & Waukesha County is excited to welcome Great Rivers! This breakfast session features:

 

Amy Lindner

President & CEO of United Way of Greater Milwaukee & Waukesha County

 

Jay Magulski

President & CEO of Landmark Credit Union
2017 Community Campaign Co-chair
United Way of Greater Milwaukee & Waukesha County’s Board of Directors & Volunteer Engagement Committee Chair
 

Join Jay and Amy to talk about Volunteer Engagement and Community Impact as tools for engaging employees, donors, and the community. Hear directly from Jay about his experience as Campaign Co-chair – how the United Way staff supported his success, and how he became the United Way cheerleader his is today.

Building School-Based Health Care

2/20/2019 10:30 AM - 11:45 AM

Presenter: United Way of Greater Richmond & Petersburg

All children and adolescents deserve to thrive. But too many struggle because they lack access to health care services. School-based health care brings services to where students already spend the majority of their time: in school. When health and education come together, great things happen. Attendance improves. Conditions like asthma or diabetes are better managed. Behavioral health issues get quick, expert attention. The city of Petersburg, VA through the leadership of the Petersburg City and Schools Partnership (the Partnership), believes in this vision. They embarked on the process of planning a school-based health center (SBHC) for Petersburg High School with plans to open in school year 2019-2020. United Way of Greater Richmond & Petersburg serves as the partnership's backbone and employs the partnership director. United Way entered into a consulting agreement with the School-Based Health Alliance to bring expertise to the group in SBHC planning and implementation.   In this workshop, participants will learn how the Petersburg City and Schools Partnership through United Way's facilitation---launched their focus on planning an SBHC. Participants will also learn how the School-Based Health Alliance supports Petersburg as the Partnership through a readiness assessment and site visits of potential locations; trained members on developing an SBHC business plan, social marketing plan, and elements of fiscal sustainability; led sub-groups in action planning; and continues to lead monthly meetings as sub-groups move forward with their deliverables. Facilitators will explain why it is essential to have community support across sectors, and stakeholder involvement "from youth to the superintendent" for successful sustainability of an SBHC. The transformative power of collaboration across community sectors, systems of care, and supports can create equitable opportunity for learning and health to all children. United Ways across the country can replicate this model to bring school-based health care to their communities.  

Harnessing New Business to Drive Strategic Partnerships

2/20/2019 10:30 AM - 11:45 AM

Presenter: United Way Worldwide

One of the number one questions United Way Worldwide receives is how to effectively develop and cultivate new business. Learn how to identify prospects, host dynamic discovery conversations, and harness new business to drive strategic partnerships. 

Increase Your Campaign by 16%

2/20/2019 10:30 AM - 11:45 AM

Presenter: United Way of Greater McHenry County

United Way of Greater McHenry County has been storming the county with creative ideas that have positively impacted their campaign results.  During this session you will learn how their team of 3 took risks, engaged donors, listened to their requests and implemented ideas that helped raise 16% more in the 2017-18 campaign.  These ideas developed into lucrative revenue streams that helped increase their campaign.  Learn how they took their social media marketing strategy to a whole new level, found donors who supported a facility renovation project to create a shared space agreement with a local member agency, planned meaningful events that created a buzz across their county, engaged employees at their lower performing workplace campaigns through a Day of Caring project and created an annual sponsorship package that more than doubled from the prior year.  You will not want to miss this fun and engaging learning experience that will help any size United Way rise to a new level.

United Way's Policy Agenda for the 116TH Congress: What's at Stake and How United Ways can Fight for their Communities

2/20/2019 10:30 AM - 11:45 AM

Presenter: United Way Worldwide

What’s at stake in the current Congress and how can United Ways advocate for scaled solutions that help local communities? In this session, attendees will learn about UW’s Policy Agenda for 116th Congress and what’s at stake in the current environment and then discuss how engagement on key policy priorities that resonate at home can change the odds for community success. Reflecting on the obstacles and disparities that must be addressed in each community, attendees will walk away with concrete ideas for engaging on the most pressing issues now. 

GENERAL SESSION Lunch with Keynote: James Hardy (Register for Meal)

2/20/2019 12:00 PM - 1:30 PM

NOTE: To reduce food waste, we ask attendees to indicate intention to join a general session. If you plan to join, please add this session to your schedule. If you have dietary restrictions, it is very important to register in advance for meals. 

BLOCK A: Getting Major Givers to Undesignate

2/20/2019 2:00 PM - 3:15 PM

Presenter: United Way of Summit County

Beginning in Campaign 2016, UWSC launched an intentional effort to motivate our Tocqueville Society members to "undesignate" their gifts. In the 2015 Campaign, Tocqueville Society members in Akron brought in $3.6M, 60% of which was designated. By the 2017 Campaign, Tocqueville donors gave $3.25M but were only 39% designated, amounting to more than $500,000 in new undesignated dollars annually. We will share the theory we built our plan off of in order to motivate this change in giving behavior, tactics we executed to get there and lessons learned along the way.

BLOCK A: It's All About Collaboration

2/20/2019 2:00 PM - 3:15 PM

Presenter: United Way of Greater Milwaukee & Waukesha County

While we know we are all working towards a shared goal, many United Way's are still working in silos and are missing the opportunity to create greater impact by working smarter and working together. This session will explore the innovation and collaboration that is generated when we start breaking down departmental barriers and using volunteer engagement as a tool to drive change. Session attendees will learn about a number of successful ways that Community Impact, Resource Development and Volunteer Engagement staff are working together to engage our community in meaningful experiences that create stronger corporate relationships and drive increased community-wide impact and support to our agency partners. At the end of the session, attendees will leave with a collaboration plan for how they can take some of these best practices back to their own United Way.  

BLOCK A: One Brand. One Voice.

2/20/2019 2:00 PM - 3:15 PM

Presenter: United Way of Wisconsin, Michigan Association of United Ways, Indiana United Ways

Learn how United Ways in Indiana, Michigan, and Wisconsin are working together to increase awareness, engage donors, and deepen impact through statewide initiatives.

DEEP DIVE United Way's 2028 Goals and Global Results Framework – Executing and Reporting on our Impact

2/20/2019 2:00 PM - 5:00 PM

Presenter: United Way Worldwide

United Way has developed 2028 Goals for the U.S. Network to advance our shared focus on engaging communities to increase access to a quality education, expand opportunity through jobs, and enable community residents to live healthy lives. These goals build on our previous 2018 goals and are intended for local United Ways to customize and adapt based on local priorities and needs. Now entering the third year of implementation, the Global Results Framework is the primary way that United Way, operating as one network, can report on our shared progress related to our 2028 goals and demonstrate our impact at scale.  It is a game changer for United Way.

This session will provide a deep dive on the 2028 goals and Global Results Framework. Participants will hear examples of how United Ways have adapted the goals to fit their local context and how they are capturing data to demonstrate local impact and aligning to the GRF.  Participants will also learn about changes to the GRF for 2019, understand how to translate and report on local impact work in the GRF, and to leverage this data to convey local impact. Participants will have the opportunity to ask questions.

BLOCK B: Continuing Corporate Relationships beyond CEO Retirement

2/20/2019 3:45 PM - 5:00 PM

Presenter: United Way of Summit County

Leadership turnover can create many changes and opportunities. Navigating these changes as a new CEO to maintain or increase a positive relationship with corporate executives can be a particularly challenging task that requires careful consideration. Learn from the example and experiences of two United Way leaders who successfully navigated these circumstances. 

BLOCK B: Nacogdoches Area United Way Community Ambassadors

2/20/2019 3:45 PM - 5:00 PM

Presenter: Stephen F. Austin State University

The session will focus on a community impact strategy developed by Nacogdoches Area United Way (NAUW). The presenters will provide information on the development of the NAUW Ambassadors Network - a strategy that certifies, strengthens and empowers volunteers in three rural counties. The presenters will discuss the needs assessment, which resulted in the development of the network. The assessment highlighted the importance of having a strong volunteer network to make the best impact in addressing the needs of the counties.  As a result, NAUW developed an extensive partnership network. The volunteers who are ambassadors of NAUW are trained in community-driven and participatory action principles of helping. NAUW is committed to impact the community in a sustainable way. In partnership with Stephen F. Austin State University School of Social Work, the organization conducted  an assessment of client needs and services. NAUW funds twenty-one agencies and serves three counties: Nacogdoches, Shelby and San Augustine counties. These three rural counties typically have limited resources, while there are multiple challenges to sustainable care and service-delivery. Generational poverty is evident throughout the counties. NAUW not only serves the mentioned counties, but also extends services to neighbor areas. For example, Nacogdoches often receives evacuees from hurricane-stricken areas and NAUW is a major role-player in providing services.  In addition, the process of training, strengthening and rewarding volunteers will be shared during the presentation. The presenters will also make recommendations of how other United Way agencies can use the strategy to strengthen community impact.

BLOCK B: United Way as Collective Impact Backbone

2/20/2019 3:45 PM - 5:00 PM

Presenter: United Way of Greater Milwaukee & Waukesha County

In this session, UWGMWC will share examples of its own history of "backboning", including lessons learned. How do you decide what issues rise to the level of a collective impact model AND whether or not United Way should be the backbone? What are the key roles a backbone organization plays?  What are some gaps--perceived or real--that United Ways need to address when seeking to lead such initiatives? This session would be particularly applicable to those UWs who are considering (or even already!) spearheading a local initiative that includes diverse partners from multiple sectors.  It be interactive and engaging--lots of opportunity for Q and A.

Host City Welcome Reception at Good City Brewing

2/20/2019 7:00 PM - 9:00 PM

Presenter: United Way of Greater Milwaukee & Waukesha County

 

Good City Brewing (Opening January 2019) https://www.goodcitybrewing.com/

Wednesday, February 20^th

7:00 p.m. – 9:00 p.m.

 

Join us for an evening of local flavor in the brand new Milwaukee Entertainment District to connect with colleagues from across the network. Enjoy light hors d’oeuvres, a local beer and a view of the newly constructed Fiserv Forum where the Milwaukee Bucks play. One complimentary drink ticket will be provided followed by a cash bar.

GENERAL SESSION Breakfast (Register for Meal)

2/21/2019 7:30 AM - 8:30 AM

NOTE: To reduce food waste, we ask attendees to indicate intention to join a general session. If you plan to join, please add this session to your schedule. If you have dietary restrictions, it is very important to register in advance for meals. 

BLOCK A: Engaging Legacy Givers: Hope is not a strategy, but prospecting is

2/21/2019 9:00 AM - 10:15 AM

Presenter: United Way of Washington County

As the wealthiest generation in American history continues to age United Ways should seize the opportunity connect with faithful donors who have already shown the capacity to give and the affinity with our work. The question is not: “Will generational wealth transfer happen?” The question is: “What is your United Way doing to capture some of it?”  You already know and love your best planned-giving prospects, but how do you identify and engage them?  Learn some best practice tips and suggestions to unlock the planned gift potential that lives in your database through prospecting, identification, segmentation, and stewardship practices.

 

BLOCK A: Together We Win: What United Ways Learned

2/21/2019 9:00 AM - 10:15 AM

Presenter: Indiana United Ways

Indiana United Ways and a panel will discuss the goals, objectives and logistics of working with a group of United Ways to enter the daunting world of Digital Services and Salesforce Philanthropy Cloud. Since early 2018, IUW has partnered with UWW and eight United Ways that enabled participation in the platform that would have been out of reach for most on their own. On top of the high-quality email sends and analytics, these United Ways also found value in tackling together the challenges of donor-centered impact product development, cross-functional teaming, and how to keep their boards and organizations engaged in this time of transformational change. CEOs of participating United Ways will share their personal experiences in taking the digital leap. 

DEEP DIVE Making the Change: Engage, Impact, Lead

2/21/2019 9:00 AM - 12:00 PM

Presenter: United Way of Summit County

"What determines when it is time to adjust, change, or evolve as an organization? Who needs to drive that change? What role should board members, staff and community leaders play in the process? How long should it take? United Way of Summit County serves the greater Akron area in north east Ohio. Over the past three years it has evolved from just a fundraising organization to an organization focused on four Bold Goals by 2025. This has required all levels of the organization to embrace change. This session brings together members of their Board of Directors, staff and community leaders to present, discuss and help you plan how change can become your reality. Discover how one United Way changed how they fundraise, make impact, manage finances and communicate in order to stay relevant.

Session Presenters:   
Christine Amer Mayer, President, GAR Foundation and UWSC Board Chair
Bill Lowery, Realtor, Stouffer Realty Inc. and UWSC Board Member and Community Impact Chair
James Hardy, Chief of Staff, City of Akron Mayor’s Office
Jim Mullen, President & CEO, United Way of Summit County
Beth Boggins, Vice President, Marketing & Brand Management, United Way of Summit County
Audrey Worthington, Vice President, Corporate & Community Engagement, United Way of Summit County
Seth Kujat, Vice President, Community Impact, United Way of Summit County"

DEEP DIVE Tackling Chronic Absence through a United Way Campaign

2/21/2019 9:00 AM - 12:00 PM

Presenter: United Way of SWPA

United Way of Southwestern Pennsylvania's Be There Campaign has significantly reduced chronic absenteeism, virtually eliminating it within some of the targeted schools. Chronic absenteeism is generally defined as a student missing 10% or more of instructional days for any reason - excused or unexcused.  Students who are in school consistently have better grades, are more prepared, and have higher graduation rates. The Be There Campaign out of the United Way of SWPA employs proven best practice interventions and provides technical support for schools to reduce chronic absenteeism with the students in their care. Be There has reached more than 30,000 students with its positive interventions and messages about school attendance, and engages partners to focus on attendance with their specific service populations.  With Every Student Succeeds Act (ESSA) now requiring states and school districts to track their chronic absenteeism rates, it's time for United Ways to work with local school districts to mitigate this barrier for our children.  In this session, local United Way staff will receive the Be There Campaign "blueprint" and learn how to create a widespread, effective attendance campaign for their service area. We will take a deep dive into how the campaign was originally created, discuss the campaigns impressive results across the 33 school districts and 80+ partner schools, and share the key strategies that support partner school districts. Once an understanding of the campaign  is established, the remaining time will allow participants to practically apply this knowledge to create their own attendance campaign. Be There will help local partners brainstorm what should be included at the start, how to consider funding, staffing, and budgetary needs, and help to create a realistic timeline to complete goals. Participants will be able to ask questions specific to their implementation and will leave with clear action steps to take in their own communities. These steps will allow them to create a Be There Campaign customized for the local school districts. 

BLOCK B: Collaborations Continuum

2/21/2019 10:45 AM - 12:00 PM

Presenter: United Way Worldwide

United Ways continue to explore ways to increase their impact, and many have found collaborations provide new opportunities to increase capacity and grow their relevance. Mergers are the ultimate form of collaboration.  Attend this session to learn about the options as well as the factors that can lead United Ways towards collaboration and mergers. Topics include: current environment; characteristics of United Ways that grow revenue; Collaboration Continuum; considerations: risks, opportunities, capacity; merger process and models.

GENERAL SESSION Lunch with Keynote: Deanna Singh (Register for Meal)

2/21/2019 12:00 PM - 1:30 PM

NOTE: To reduce food waste, we ask attendees to indicate intention to join a general session. If you plan to join, please add this session to your schedule. If you have dietary restrictions, it is very important to register in advance for meals. 

BLOCK C: Donor Engagement On Steroids: Campaign Growth through Year Round Engagement

2/21/2019 2:00 PM - 3:15 PM

Presenter: United Way of Summit County; United Way Worldwide

What tools and tactics are most effective in helping United Way communicate our value to donors? What's the best way to execute? How can we leverage our advantages? Learn how United Way of Summit County transitioned from just a volunteer center model to a robust community engagement calendar and the impact that has had on the overall campaign at UWSC. Discuss how the UWSC campaign team uses community engagement as a best practice in fundraising.

BLOCK C: Pathways Community Hub

2/21/2019 2:00 PM - 3:15 PM

Presenter: Great Rivers United Way

History of Pathways Community HUB model.  How Great Rivers United Way became involved with the model, why it was chosen as a vehicle for population health.  Steps to the launch, lessons from the launch and where Great Rivers Hub stands now.  What has the impact been on the community served?  Where else is there a Hub in WI?  How can WI United Ways work together to promote the model and support a launch in their area, either via the Hub location or funding the efforts of someone else.

DEEP DIVE Strategic Volunteer Engagement

2/21/2019 2:00 PM - 5:00 PM

Presenter: United Way of Greater Milwaukee & Waukesha County

Volunteers transform communities. We know that volunteerism in the form of people power can be just as critical in driving lasting change as financial support. When strategic and meaningful volunteer engagement works in partnership with United Way's funding and issue area priorities, we see stronger corporate relationships, individuals who are educated and passionate about their community and greater community-wide impact towards a brighter future for all.   United Way of Greater Milwaukee & Waukesha County is taking volunteerism to scale across our four-county community and offers a wide variety of ways for individuals, families and local workplaces to make a difference. Learn about how your United Way, no matter the size, can begin to implement some easy best practices and event ideas to help ignite your Live United volunteer movement year-round.   Session attendees will leave with 2-3 strong ideas they can take back to incorporate at their local United Way. In addition, a private tour will be offered at the all-new Johnson Controls Volunteer Center and attendees will participate in their own Service-To-Go on-site volunteer experience to see just how easy it really is! 

BLOCK D: Digital Engagement and Marketing Roundtable

2/21/2019 3:45 PM - 5:00 PM

ROUNDTABLE: Join the conversation to share your questions on social media and digital engagement and give answers to others. Discuss ideas and practices of other attendees. 

BLOCK D: How Will Changes to Nonprofit Financial Statement Effect You?

2/21/2019 3:45 PM - 5:00 PM

Presenter: United Way of Greater Milwaukee & Waukesha County

In August 2016, the Financial Accounting Standards Board released Accounting Standards Update (ASU) 2016-14 Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities.  ASU 2016-14 is the result of a multi-year FASB project conducted to review the financial reporting model for not-for-profits that has been in place for approximately 20 years.  As a result of the review, the FASB identified several areas of the financial reporting model that needed improvements or updates to provide better information to those that rely on the financial statements issued by not-for-profits.   The full standard spans 270 pages but it is not as daunting as it may seem. There are four key facts about the new standard to keep in mind:

1. It's an update, not an overhaul. 

2. It will enhance reporting of expenses.

3. There will be a reduction in net asset classifications that puts more focus on disaggregation and disclosure.

4. It requires new disclosures on liquidity.

5. Better enables non-profits to “tell their stories” in the financial statements.

BLOCK D: Tools to Support ALICE in your Community

2/21/2019 3:45 PM - 5:00 PM

Presenter: FamilyWize

The A.L.I.C.E. (Asset Limited Income Constrained Employed) project is a grassroots movement committed to strengthening communities by improving the lives of ALICE.  ALICE represents the men and women of all ages and races, who get up each day to go to work but who face tough financial choices.  Do they put dinner on the table or pay for the car repairs?  Although they are working, due to child care costs, transportation challenges, the high cost of living and so much more, they are living paycheck to paycheck.  This session will share resources that are available to every community at no cost.  The resources include FamilyWize prescription medication savings cards, Earned Income Tax Credit, VITA (Volunteer Income Tax Assistance) MyFreeTaxes and NCOA (National Council on Aging) programs. You will leave this session with the means to immediately impact ALICE in your community!

CEO Networking with Mary Sellers

2/21/2019 5:00 PM - 6:00 PM

Local United Way leadership are welcome to join Mary for this informal networking time.

GENERAL SESSION Breakfast with Keynote: Corporate Panel (Register for Meal)

2/22/2019 8:00 AM - 10:30 AM

NOTE: To reduce food waste, we ask attendees to indicate intention to join a general session. If you plan to join, please add this session to your schedule. If you have dietary restrictions, it is very important to register in advance for meals.