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