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TRANSCRIPT
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 1 of 14 Schedule subject to change. Draft 13
Sunday, October 11
Time Minutes Technology Financial HR Directors
06:45am – 01:30pm
Optional Activities (at your own expense):
1. Golf Outing | 2. The National World War II Museum
11:00am – 03:30pm
Registration Opens Registration Desk
12:00pm – 02:15pm
135 Is This Your First FTPI? First Timers Lunch Meeting with Executive Committee / Mentors
Chart Ballroom | Chart A, B, C
01:00pm Sponsor Exhibit Hall Opens Hilton Exhibition Center A & B
02:20pm – 03:05pm
45 Opening Business Meeting
Welcome by:
Platinum Sponsors
Kelly G. Hostetler Executive Vice President Information Technology
and Jonas C. Katz
Principal and General Counsel
Host Community
Michael Weil
Executive Director
Chart Ballroom | Chart A, B, C
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 2 of 14 Schedule subject to change. Draft 13
Sunday, October 11
Time Minutes Technology Finance HR Directors
03:10pm – 04:10pm
60 Round Table 1
What Your Boss Really Wants? Panel Discussion
Carole Taylor Vice President, Technology
THE ASSOCIATED: Jewish Community Federation of Baltimore
Joseph Salcik Vice President/CIO of Information Systems & Services
Jewish United Fund of Metropolitan Chicago
Jessica Quastler Jewish Federation of Palm Beach County
Compass
CPE Credit: 1.0 | Subject: Computer Science
City-Size Breakout Sessions
City Size/Moderators:
Large: Kabacoff
Sheila Cohen – Atlanta
Large-Intermediate: Bridge
Susan Halliday – San Diego
Cheryl Wolmer – Hartford
Intermediate/Small: Steering
Andrew Weinberg – Tidewater
Sally Benjamin – Tampa
CPE Credit: 1.0 | Subject: Business Management &
Organization
Closed session
HR GROUP WELCOME
Windward/Leeward
04:10pm -04:55pm
45 Break Hilton Exhibition Center A & B
04:55pm – 05:55pm
60 Mobile Technology Strategy
Stephen D. Stewart, Jr. Co-Founder, COO
SETVI
Compass
CPE Credit: 1.0 | Subject: Computer Science
Affordable Care Act
Chris Labbate Executive Vice President
Corporate Consulting Services
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: Specialized Knowledge & Applications
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 3 of 14 Schedule subject to change. Draft 13
Sunday, October 11
Time Minutes Technology Finance HR Directors
06:00pm – 07:00pm
60 Keynote Speaker
Yvette Jones Executive Vice President
Tulane University
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: Personal Development
Sponsored by:
07:00pm – 09:00pm
Sponsored by:
Cocktail Reception
Sponsored by:
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 4 of 14 Schedule subject to change. Draft 13
Monday. October 12
Time Minutes Technology Financial HR Directors
07:30am 60 Breakfast Hilton Exhibition Center A & B
08:15am – 09:45am
90
Business Model Innovation & Strategy Design –
Taking Your Organization to the Next Level
Laszlo S. Gonc, CISSP Business Models Inc.
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: Specialized Knowledge & Applications
The Diverse Workplace
Jerold D Jacobson Partner, Labor & Employment
Proskauer Rose LLP
Windward/Leeward
CPE Credit: 1.0 | Subject: Personnel/HR
09:50am – 10:50am
60 Business Intelligence and Reporting
Daniel Strom Director of Information Technology
Jewish Federation of Cleveland
Robert Haberman Vice President, Chief Information Officer
Jewish Federation of Los Angeles
Stephen Cupertino Chief Information Officer
Jewish Federations of North America
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: Computer Science
On-Boarding For Success
Gina Puppo Assistant Vice President
Corporate Consulting Services
Windward/Leeward
CPE Credit: 1.0 | Subject: Personnel/HR
10:50am – 11:35am
45 BREAK
Hilton Exhibition Center A & B
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 5 of 14 Schedule subject to change. Draft 13
Monday. October 12
Time Minutes Technology Financial HR Directors
11:40am – 12:40pm
60 Cybersecurity Fireside Chat Moderators:
Carole Taylor Vice President, Technology
THE ASSOCIATED: Jewish Community Federation of Baltimore
Robert Haberman Vice President, Chief Information Officer
Jewish Federation of Los Angeles
Speaker:
Allen Harper CEO and Chief Hacker Tangible Securities, Inc.
Compass
CPE Credit: 1.0 | Subject: Computer Science
Audit/Tax Update
Dawn Laborie, CPA Director, Audit and Assurance Services
LaPorte
Bonnie Wyllie, JD, LLM Director, Tax Services
LaPorte
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: Audit/Tax
“White Collar” Overtime Exemption
Jerold D Jacobson Partner, Labor & Employment
Proskauer Rose LLP
Windward/Leeward
CPE Credit: 1.0 | Subject: Personnel/HR
12:45pm – 01:45pm
60 Lunch Hilton Exhibition Center A & B
01:50pm – 02:50pm
60 Roundtable 2:
Federation Show Case
Screenshots from all Federations
Compass
CPE Credit: 1.0 | Subject: Computer Science
City-Size Breakout Sessions
City Size/Moderators:
Large: Kabacoff
Sheila Cohen – Atlanta
Large-Intermediate: Bridge
Susan Halliday – San Diego
Cheryl Wolmer – Hartford
Intermediate/Small: Steering
Andrew Weinberg – Tidewater
Sally Benjamin – Tampa
CPE Credit: 1.0 | Subject: Business Management & Organization
Managing Difficult People
Scott Asalone and Jan Sparrow Partners and Co-Founders
ASGMC
Windward/Leeward
CPE Credit: 1.0 | Subject: Personnel/HR
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 6 of 14 Schedule subject to change. Draft 13
Monday. October 12
Time Minutes Technology Financial HR Directors
02:50pm – 03:35pm
45 BREAK
Hilton Exhibition Center A & B
03:40pm – 05:10pm
90 Sponsored by:
Professional Development Event
Fostering the Energized Workplace
Scott Asalone
and
Jan Sparrow Partners and Co-Founders
ASGMC
Chart Ballroom | Chart A, B, C
CPE Credit: 1.5 | Subject: Personal Development
Sponsored by:
05:10pm Free Evening For All Participants | Dinner On Own
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 7 of 14 Schedule subject to change. Draft 13
Tuesday, October 13
Time Minutes Technology Financial HR Directors
07:30am 60 Breakfast Hilton Exhibition Center A & B
08:15am – 09:15am
60 Ditching passwords and other ways of making life easier with
Windows 10
Erez Benari Microsoft, Inc.
Compass
CPE Credit: 1.0 | Subject: Computer Science
Global Trends in Economics
David Lesmond Associate Professor
Tulane University
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: TBA
Balancing Health and Well Being
Scott Asalone and Jan Sparrow Partners and Co-Founders
ASGMC
Windward/Leeward
CPE Credit: 1.0 | Subject: Personnel/HR
09:20am – 10:50am
90
Security in Civil Unrest
Steven M. Crimando, Principal Behavioral Science Applications
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: Specialized Knowledge & Applications
10:50am – 11:35am
45 BREAK
Hilton Exhibition Center A & B
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 8 of 14 Schedule subject to change. Draft 13
Tuesday, October 13
Time Minutes Technology Financial HR Directors
11:40am – 12:40pm
60 The Present and Future of Cryptography
Erez Benari Microsoft, Inc.
Compass
CPE Credit: 1.0 | Subject: Computer Science
Endowments, Foundations and Donor Advised Fund Made Easy:
For those that have them AND those that don't
Kevin McGrath Executive Vice President
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: TBA
Emergency Preparedness Basics
Steven M. Crimando, Principal Behavioral Science Applications
Windward/Leeward
CPE Credit: 1.0 | Subject: Specialized Knowledge & Applications
12:45pm – 01:45pm
60 Lunch Business: Election of new Executive Committee
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 9 of 14 Schedule subject to change. Draft 13
Tuesday, October 13
Time Minutes Technology Financial HR Directors
01:50pm – 03:20pm
90 DHS Cyber Security Threat Assessment
Brigadier General (retired) Gregory J. Touhill
Deputy Assistant Secretary for Cybersecurity and Communications
Department of Homeland Security
Mark Genatempo
Director-Training & Outreach
Secure Community Network (SCN)
Compass
CPE Credit: 1.0 | Subject: Computer Science
Investment Strategy Panel
Jonas Katz Principal and General Counsel
Forester Capital, L.L.C.
David R. Brief, CFA Chief Investment Officer
Jewish Federation of Metropolitan Chicago
Neva Simunkovic Director, Hedge Fund Strategies Group
Commonfund
Julia Cormier, CAIA® Director, Client Portfolio Manager, Alternative
Investments Russell Investments
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: TBA
Emotional Intelligence: How it plays out in the workplace
Ashley Bassett and David Bauer The Hay Group
Windward/Leeward
CPE Credit: 1.0 | Subject: Personnel/HR
03:20pm – 04:05pm
45 Break Hilton Exhibition Center A & B
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 10 of 14 Schedule subject to change. Draft 13
Tuesday, October 13
Time Minutes Technology Financial HR Directors
04:10pm – 05:40pm
90 The Connected Non Profit
Ryan Boyle Account Manager
Dario Mallerman Solution Engineer
The Salesforce Foundation
Compass
CPE Credit: 1.0 | Subject: Computer Science
Business Security and Risk Management
Brigadier General (retired)
Gregory J. Touhill Deputy Assistant Secretary for
Cybersecurity and Communications
Department of Homeland Security
Mark Genatempo Director-Training & Outreach
Secure Community Network (SCN)
Dorcas Ann Tomasek
Risk Consultant The Redwoods Group
Gareth Hedges Sr. Associate General Counsel
The Redwoods Group
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: Specialized Knowledge & Applications
CLOSED SESSION
Recap & Best Practices Sharing
Windward/Leeward
05:40pm – 06:40pm
60 Time to change for Signature Event
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 11 of 14 Schedule subject to change. Draft 13
Tuesday, October 13
Time Minutes Technology Financial HR Directors
06:40pm – 09:00pm
2015 Financial & Technology Professionals’ Institute
Signature Event
2015 Platinum Sponsors
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 12 of 14 Schedule subject to change. Draft 13
Wednesday, October 14
Time Minutes Technology Financial HR Directors
07:30am 60 Executive Committee Breakfast Meeting
07:30am – 08:45am
60 Breakfast Hilton Exhibition Center A & B
08:30am – 09:30am
60 Roundtable 3
Internet of Things
Robb Quattro IT Director
Jewish Federation of Greater Philadelphia
Carl Scalzo
IT Director Jewish Federation of Greater MetroWest NJ
Compass
CPE Credit: 1.0 | Subject: Computer Science
Custodial Funds: Issues Involved in Accepting Agency Endowment
Assets
Gail Gordon Sr. Director, Planned Giving & Endowment
Jewish Federations of North America
Steven Woolf Senior Tax Policy Counsel
Jewish Federations of North America
Chart Ballroom | Chart A, B, C
CPE Credit: 1.0 | Subject: TBA
09:30am – 10:15am
45 Break Hilton Exhibition Center A & B
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 13 of 14 Schedule subject to change. Draft 13
Wednesday, October 14
Time Minutes Technology Financial HR Directors
10:15am – 11:30am
75 JFNA Technology Update DMS, FedWeb, Cloud Initiatives
Stephen Cupertino Chief Information Officer
Jewish Federations of North America
Compass
City-Size Breakout Sessions
City Size/Moderators:
Large: Kabacoff
Sheila Cohen – Atlanta
Large-Intermediate: Bridge
Susan Halliday – San Diego
Cheryl Wolmer – Hartford
Intermediate/Small: Steering
Andrew Weinberg – Tidewater
Sally Benjamin – Tampa
CPE Credit: 1.0 | Subject: Business Management & Organization
11:30am – 12:00pm
30 Wrap Up Meeting
Chart Ballroom | Chart A, B, C
12:00pm End of 2015 FTPI
See You Next Year in Nashville, TN for the 2016 FTPI
September 25-28, 2016
As of October 10, 2015 Session/Course materials will be distributed at the beginning of the course, unless otherwise noted. Page 14 of 14 Schedule subject to change. Draft 13
Wednesday, October 14
Time Minutes Technology Financial HR Directors
User Group Sessions
01:30pm – 04:30pm
Abila Compass
01:30pm – 04:30pm
JFNA-Blackbaud CRM (BBEC) User Group Chart Ballroom | Chart A, B, C
01:30pm – 04:30pm
Logisoft Windward/Leeward