Tech Talk March 4 at The Catholic Foundation

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Join us for a panel discussion about the impact that information technology has on mid-sized and small non-profits. On March 4, an IT expert and technology decision makers at two major non-profits that have undergone significant IT overhauls at their organizations will talk tech.

"From Continuous Innovation to Rapid Response: How Small and Mid-Sized Non-Profits Can Maximize Technology"

Topics will include:

How Technology Effectively Impacts the Success of Small and Mid-Sized Non-Profits

Cybersecurity and Network Safety

Assessing Your Non-Profit's Ability to Digitally Transform Itself

How IT Tools Can Bolster the Use of Your Current and Prospective Donor Base

Selecting the Best Platforms and Framework For Your Non-Profit

Retention As a Growth Tool: How to Effectively Manage Your Existing Donor Base

How to Work With Outside IT Vendors and Contractors

How to Decide If the Latest Technology Upgrade Is Necessary

Heather Flabiano, Ph.D., The Dallas Foundation

Carol McDonald, CPA, The Catholic Foundation

Wade Yeaman, Fluid IT Services

March 4, 2020

7:30-9:30 a.m.

The Catholic Foundation

Heather Flabiano, Ph.D.

Vice President-Finance and Operations, The Dallas Foundation

Heather leads The Dallas Foundation's Finance Team as well as its overall financial and investment management. She is also responsible for operational support functions.

Before joining The Dallas Foundation in 2019, Heather served as Vice President of Finance and Chief Financial Officer of St. Louis College of Pharmacy.

Her previous posts include service as the Assistant Dean for Finance and Administration at St. Louis University College for Public Health and Social Justice, CFO of Girl Scouts of Northeast Texas, Director of Fund Distribution for United Way of Metropolitan Dallas, Finance Officer for the Office of the Provost at Southern Methodist University and Accountant on the Assurance & Advisory Services Team at Deloitte Dallas.

Heather earned her Ph.D. from The University of Texas at Dallas and focused her dissertation research on the purpose and utilization of private college and university endowments.

Carol McDonald, CPA

Chief Financial Officer, The Catholic Foundation

Carol oversees all financial activities of The Catholic Foundation including accounting, grant and trust administration, capital campaigns, payroll, benefits, insurance and tax filings.

She also manages the daily interaction with third-party companies and consultants that provide the community foundation with a range of software, hardware and cloud-based technology and telecommunications services and support.

Before joining The Catholic Foundation, Carol served as Director of Financial Controls for SEI Benefit Services, a division of SEI Investment Services Corporation, for eight years. She began her career with Price Waterhouse and was an audit senior upon her departure from the firm.

A graduate of Baylor University, Carol serves as Treasurer for the Board of Directors of The Vitamin Bridge, an organization that supports expectant mothers.

Wade Yeaman

President & CEO, Fluid IT Services

As founder and CEO of Fluid IT Services, Wade offers more than 20 years of experience including leadership and operational responsibility for functions related to both business and information technology.

A graduate of Texas Tech University, Wade's other experience includes providing business effectiveness coaching and mentoring to organizations, by working with executives and clients to provide them with practical tips and tools they can use to make immediate improvements in their business.

After spending many years delivering technology solutions to very large organizations, Wade discovered a significant gap in the type and quality of services available to small and medium businesses. He founded Fluid on the principle that small and medium businesses have the same need and desire to acquire quality technology services typically only available to the Fortune 500 customer.

Fluid is focused on developing and providing comprehensive managed technology services, cloud services, and security services to the small and middle market customer with superior quality and a focus on meeting real business objectives.

About Catholic Community Network

The Catholic Foundation presents a quarterly educational and networking opportunity for benefactors and the ministry leadership in the Dallas diocesan community. Dialogue with others who share your passion to meet the ever-changing needs of our Catholic faith community. Invite your co-workers to come participate in this communication resource the first Wednesday of each quarter.

Future Meeting Dates :

June 3, 2020

September 2, 2020

December 2, 2020