Gender Equality in the C-Suite and Boardroom 2015

November 10, 2015
Hyatt Regency Hotel
151 E. Upper Wacker Dr.
Chicago, IL

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ABOUT THE PROGRAM
PROGRAM AGENDA
Time Description
7:30-8:00 Registration & Continental Breakfast
8:00-8:05 Welcome Remarks
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
8:05-8:30 Opening Keynote Address
“Leaning In”: Institutional Shareholders’ Roles Balancing the Gender Equality Scales
Presenter:

The Honorable Janet Cowell, North Carolina State Treasurer
8:30-9:00 CEO Spotlight: Jim Powers, CEO
Interviewer:

Dorri McWhorter, President, YWCA of Metropolitan Chicago
Interviewee:
Jim Powers, Chief Executive Officer, Crowe Horwath
9:00-9:30 The Ms. Foundation Endowment at 43: Aligning Endowment Investments with Its Mission
Interviewer:

Erika Karp, Founder & Chief Executive Officer, Cornerstone Capital Group
Interviewee:
Teresa Younger, President, Ms. Foundation for Women
9:30-10:15 Follow the Money: Investor Interest in Gender Equality
Moderator:

Suzanne Hopgood, Member of the Executive Committee, Thirty Percent Coalition
Panelists:
Drianne Benner, CFA, Managing Director, Appomattox Advisory, Inc. & Director, New York Society of Securities Analysts
Candace Klein, Chief Strategy Officer, Dealstruck, Inc.
Kathleen McQuiggan, SVP, Global Women’s Strategies, PAX World Investments
Melissa Waller, Chief of Staff, North Carolina Department of State Treasurer
10:15-10:30 Refreshment Break
10:30-11:15 Fireside Chat
Tackling Board Diversity: From the Local to the Global
Moderator:

Melissa Waller, Chief of Staff, North Carolina Department of State Treasurer
Participants:
Meredith Miller, Chief Corporate Governance Officer, UAW Retiree Medical Benefits Trust
Kurt Summers, Treasurer, City of Chicago
11:15-11:30 Equality Means Business: Leveraging the Women’s Empowerment Principles
Presenter:

Helle Bank Jorgensen, Chief Executive Officer, B. Accountability & Head of Global Compact Network Canada & Facilitator for the Global Compact Board Program
11:30-12:05 Men’s Voices in the Gender Equality Conversation
Moderator:

Erika Karp, Founder & Chief Executive Officer, Cornerstone Capital Group
Panelists:
John Adams, Partner, XMS Capital Partners
Steven C. Bachar, Public Policy Expert & Partner, Moye White LLP
Ravi Karkara, Senior Advisor, Strategic Partnership & Advocacy to the Assistant Secretary-General/Deputy Executive Director, UN Women
Francois Millard, Senior Vice President & Chief Actuarial Officer, The Vitality Group
Bill Proudman, Co-founder, White Men as Full Diversity Partners
12:05-12:40 President Spotlight
Interviewer:
Ellen Taaffe, Member of the Board of Directors, John B. Sanfilippo & Son, Inc. & Hooker Furniture Corporation and Consultant & Coach and Former Fortune 100 Senior Marketing & Management Executive
Interviewee:
Adena Friedman, President, Nasdaq OMX
12:40-1:20 Networking Luncheon
1:20-2:00 The “Pipeline Problem” & A Velcro Fix: Getting Women Into Senior Leadership & Keeping Them There
Moderator:

Elba Pareja-Gallagher, Founder & President, ShowMe50.org
Panelists:
Lynne Durbin, Board Director, ION
Tom Furlong, Managing Director, Energy Practice, The Harvard Group International
Linda-Eling Lee, Global Head of ESG Research, MSCI
Dorri McWhorter, Chief Executive Officer, YWCA of Metropolitan Chicago
2:00-2:40 Overcoming Unconscious Bias
Moderator:

Julie Graber, Managing Director, ION
Panelists:
Sean Fullerton, CFA, Senior Research Analyst, State Street Center for Applied Research
Ravi Karkara, Senior Advisor, Strategic Partnership & Advocacy to the Assistant Secretary-General/Deputy Executive Director, UN Women
Julie Nugent, Vice President & Center Leader, Catalyst Research Center for Corporate Practice
2:40-3:20 Getting it Done: How Companies That Have Gender Balance in Leadership Got There
Facilitator:

Elba Pareja-Gallagher, Founder & President, ShowMe50.org
Featured Speakers:
Tom Furlong, Managing Director, Energy Practice, The Harvard Group International
Julie Nugent, Vice President & Center Leader, Catalyst Research Center for Corporate Practice
3:20-3:35 Refreshment Break
3:35-4:15 The Answer Should Sometimes Be “No”: Why Women Should Not Accept Every Invitation for a Board Seat
Facilitator:

Helle Bank Jorgensen, Chief Executive Officer, B. Accountability & Head of Global Compact Network Canada & Facilitator for the Global Compact Board Program
4:15-4:55 The “Gender Card”: Pluses and Pitfalls
Facilitators:

Drianne Benner, CFA, Managing Director, Appomattox Advisory, Inc. & Director, New York Society of Securities Analysts
Meredith Jones, Founder, MJ Alternative Investments Research & author of Women of the Street – Why Female Money Managers Generate Higher Returns (And How You Can Too)
4:55-5:00 Closing Remarks
5:00-6:00 Networking Reception
ADVISORY BOARD
  1. Drianne Benner, CFA
    Managing Director
    Appomattox Advisory, Inc.
    Director
    New York Society of Securities Analysts
    New York, NY
  2. Anu Bhardwaj
    Founder
    Women INVESTING in Women DIGITAL
    Phoenix, AZ
  3. Kristin Fox
    Founder & Principal
    FoxInspires LLC
    Chicago, IL
  4. Jennifer Gilhool
    Founder
    Gender Economics Lab
    Detroit, MI
  5. Julie Gorte
    Portfolio Manager
    Pax Ellevate Global
    Women’s Index Fund

    Boston, MA
  6. Meredith A. Jones
    Founder
    MJ Alternative Investments Research
    Author
    Women of the Street – Why Female Money Managers Generate Higher Returns (And How You Can Too)
    Nashville, TN
  1. Helle Bank Jorgensen
    Chief Executive Officer
    B. Accountability
    Head of Global Compact Network Canada
    Facilitator for the Global Compact Board Program
    Toronto, Canada
  2. Dr. Michael Kimmel
    Professor of Sociology and Gender Studies
    Director, the Center for the Study of Men and Masculinities
    Stony Brook University
    Stony Brook, NY
  3. Candace Klein
    Chief Strategy Officer
    Dealstruck, Inc.
    San Diego, CA
  4. Jaime Nack
    Founder and CEO
    One Drop Interactive
    Los Angeles, CA
  5. Elba Pareja-Gallagher
    Founder & President
    ShowMe50.org
    Atlanta, GA
  6. Judith Posnikoff
    Managing Partner & Founding Partner
    PAAMCO
    Irvine, CA
  7. Bill Proudman
    Founder
    White Men as Full Diversity Partners
    Portland, OR
  8. Katherine W. Schrank
    Founder
    Sustainability Partners Inc.
    Naperville, IL
SESSION LEADERS
  1. John Adams
    Partner
    XMS Capital Partners
    Chicago, IL
  2. Steven C. Bachar
    Public Policy Expert & Partner
    Moye White LLP
    Denver, CO
  3. Drianne Benner, CFA
    Managing Director
    Appomattox Advisory, Inc.
    Director
    New York Society of Securities Analysts
    New York, NY
  4. The Honorable Janet Cowell
    North Carolina State Treasurer
    North Carolina Department of the State Treasurer
    Raleigh, NC
  5. Lynne Durbin
    Board Director
    ION
    Boston, MA
  6. Katie Schmitz Eulitt
    Special Advisor
    Skytop Strategies
    Orange County, CA
  7. Adena Friedman
    President
    Nasdaq OMX
    New York, NY
  8. Sean Fullerton, CFA
    Senior Research Analyst
    State Street Center for Applied Research
    Boston, MA
  9. Tom Furlong
    Managing Director, Energy Practice
    The Harvard Group International
    Atlanta, GA
  10. Julie Gorte
    Portfolio Manager
    Pax Ellevate Global
    Women’s Index Fund

    Boston, MA
  11. Julie Graber
    Managing Director
    ION
    Columbus, OH
  12. Suzanne Hopgood
    Member of the Executive Committee
    Thirty Percent Coalition
    Hartford, CT
  13. Meredith A. Jones
    Founder
    MJ Alternative Investments Research
    Author
    Women of the Street – Why Female Money Managers Generate Higher Returns (And How You Can Too)
    Nashville, TN
  14. Helle Bank Jorgensen
    Chief Executive Officer
    B. Accountability
    Head of Global Compact Network Canada
    Facilitator for the Global Compact Board Program
    Toronto, Canada
  15. Ravi Karkara
    Senior Advisor Strategic Partnership & Advocacy, to the Assistant Secretary-General/Deputy Executive Director
    UN Women
    New York, NY
  1. Erika Karp
    Founder & Chief Executive Officer
    Cornerstone Capital Group
    New York, NY
  2. Candace Klein
    Chief Strategy Officer
    Dealstruck, Inc.
    San Diego, CA
  3. Linda-Eling Lee
    Global Head of ESG Research
    MSCI
    New York, NY
  4. Kathleen McQuiggan
    SVP, Global Women’s Strategies
    PAX World Investments
    Boston, MA
  5. Dorri McWhorter
    CEO
    YWCA of Metropolitan Chicago
    Chicago, IL
  6. Francois Millard
    Senior Vice President & Chief Actuarial Officer
    The Vitality Group
    New York, NY
  7. Meredith Miller
    Chief Corporate Governance Officer
    UAW Retiree Medical Benefit Trust
    Ann Arbor, MI
  8. Julie Nugent
    Vice President & Center Leader
    Catalyst Research Center for Corporate Practice
    New York, NY
  9. Elba Pareja-Gallagher
    Founder & President
    ShowMe50.org
    Atlanta, GA
  10. Jim Powers
    Chief Executive Officer
    Crowe Horwath
    Chicago, IL
  11. Bill Proudman
    Founder
    White Men as Full Diversity Partners
    Portland, OR
  12. Kurt Summers
    Treasurer
    City of Chicago
    Chicago, IL
  13. Ellen Taaffe
    Member of the Board of Directors
    John B. Sanfilippo & Son, Inc.
    Member of the Board of Directors
    Hooker Furniture Corporation
    Consultant & Coach
    Former Fortune 100 Senior Marketing & Management Executive
    Chicago, IL
  14. Melissa Waller
    Chief of Staff
    North Carolina Department of State Treasurer
    Raleigh, NC
  15. Teresa Younger
    President
    Ms. Foundation for Women
    New York, NY
DELEGATES
  1. John Adams
    Partner
    XMS Capital Partners
    Chicago, IL
  2. Karina Ayala-Bermejo
    Executive Vice President & General Counsel
    Metropolitan Family Services
    Executive Director
    The Legal Aid Society of Metropolitan Family Services
    Chicago, IL
  3. Steven C. Bachar
    Public Policy Expert & Partner
    Moye White LLP
    Denver, CO
  4. Catherine Banat
    Institutional Portfolio Manager
    RBC Global Asset Management
    New York, NY
  5. Parissa Behnia
    Idea Chef & Chief Marketing Officer
    678 Partners
    Chicago, IL
  6. Drianne Benner, CFA
    Managing Director
    Appomattox Advisory, Inc.
    Director
    New York Society of Securities Analysts
    New York, NY
  7. Kate Bensen
    CEO
    The Chicago Network
    Chicago, IL
  8. Benjamin Booth
    Head of Cyber Systems Operations
    Zurich North America
    Chicago, IL
  9. Stephen Brown
    Chief Executive Officer & President
    The Edgerton Group
    Special Advisor
    Skytop Strategies
    New York, NY
  10. Ama Burnham
    Product Specialist
    Mariner Investment Group, LLC
    New York, NY
  11. Michael Chapman
    President
    M. Chapman and Associates
    Keshena, WI
  12. The Honorable Janet Cowell
    North Carolina State Treasurer
    North Carolina Department of the State Treasurer
    Raleigh, NC
  13. Katherine Current
    ESG Sales
    MSCI
    Chicago, IL
  14. Erika Del Giudice
    Senior Manager, Risk Consulting & Social Media Thought Leader
    Crowe Horwath
    Chicago, IL
  15. Ryan Droze
    Corporate Governance Analyst
    UAW Retiree Medical Benefits Trust
    Detroit, MI
  16. Lynne Durbin
    Board Director
    ION
    Boston, MA
  17. Katie Schmitz Eulitt
    Special Advisor
    Skytop Strategies
    Orange County, CA
  18. Judy Foley
    Mergers & Acquisitions Executive
    Foley Consulting
    Chicago, IL
  19. Kristin Fox
    Founder & Principal
    FoxInspires LLC
    Chicago, IL
  20. Adena Friedman
    President
    Nasdaq OMX
    New York, NY
  21. Dr. Terri Friel
    Chief Executive Officer
    Doctus
    Oak Park, IL
  22. Sean Fullerton, CFA
    Senior Research Analyst
    State Street Center for Applied Research
    Boston, MA
  23. Tom Furlong
    Managing Director, Energy Practice
    The Harvard Group International
    Atlanta, GA
  24. Casandra Gaddo
    Managing Director
    Step Up
    Chicago, IL
  25. Mary Gardner
    Vice President, Business Resilience, Group Risk Management
    Zurich Insurance Group
    Chicago, IL
  26. Jennifer Gilhool
    Founder
    Gender Economics Lab
    Detroit, MI
  27. Julie Gorte
    Portfolio Manager
    Pax Ellevate Global
    Women’s Index Fund

    Boston, MA
  28. Julie Graber
    Managing Director
    ION
    Columbus, OH
  29. Anita Green
    Manager
    Sustainable Investment Strategies
    Wespath Management
    Chicago, IL
  30. Amita Gupta
    Style & Brand Strategist
    Trunk Club
    Chicago, IL
  31. Melinda Haag
    Director
    Crowe Horwath
    Chicago, IL
  32. Ali Hartman
    Principal
    KKR
    New York, NY
  33. Evan Harvey
    Director, Corporate Responsibility
    Nasdaq
    Washington, D.C.
  34. Suzanne Hopgood
    Member of the Executive Committee
    Thirty Percent Coalition
    Hartford, CT
  35. Daniela Jaramillo
    Sustainable Investing Specialist
    Wespath Investment Management
    Glenview, IL
  36. Meredith A. Jones
    Founder
    MJ Alternative Investments Research
    Author
    Women of the Street – Why Female Money Managers Generate Higher Returns (And How You Can Too)
    Nashville, TN
  37. Helle Bank Jorgensen
    Chief Executive Officer
    B. Accountability
    Head of Global Compact Network Canada
    Facilitator for the Global Compact Board Program
    Toronto, Canada
  38. Arjun Kalra
    Principal
    Crowe Horwath
    San Francisco, CA
  39. Ravi Karkara
    Senior Advisor Strategic Partnership & Advocacy, to the Assistant Secretary-General/Deputy Executive Director
    UN Women
    New York, NY
  40. Erika Karp
    Founder & Chief Executive Officer
    Cornerstone Capital Group
    New York, NY
  41. Candace Klein
    Chief Strategy Officer
    Dealstruck, Inc.
    San Diego, CA
  42. Diane Krieman
    Inclusive Diversity Senior Manager
    Allstate Insurance Company
    Northbrook, IL
  1. Shelley Bromberek Lambert
    Chief Reimagination Officer
    YWCA
    Addison, IL
  2. Linda-Eling Lee
    Global Head of ESG Research
    MSCI
    New York, NY
  3. Isabella Lenarduzzi
    Owner & Managing Director
    JUMP “Promoting gender equality, advancing the economy”
    Brussels, Belgium
  4. Carolyn Leonard
    Founder & CEO
    DyMynd
    Chicago, IL
  5. Tondalaya Lewis-Hozier
    Investment Compliance Officer
    Illinois State Board of Investment
    Chicago, IL
  6. Sharon Lin
    Product Specialist
    Mariner Investment Group, LLC
    New York, NY
  7. Jane P. Madden
    U.S. Managing Director, Corporate Responsibility
    Burson-Marsteller
    Chicago, IL
  8. Renaye Manley
    Representative
    SEIU Capital Stewardship
    Chicago, IL
  9. Ric Marshall
    Executive Director
    MSCI
    Portland, ME
  10. Miriam Martinez
    Chief Investment Officer
    City of Chicago
    Chicago, IL
  11. Kaitlyn McAvoy
    Editor
    Spend Matters
    Chicago, IL
  12. Sharon McFeders
    Chief of Staff & Member Experience
    YWCA Metropolitan Chicago
    Chicago, IL
  13. Kathleen McQuiggan
    SVP, Global Women’s Strategies
    PAX World Investments
    Boston, MA
  14. Dorri McWhorter
    CEO
    YWCA of Metropolitan Chicago
    Chicago, IL
  15. Francois Millard
    Senior Vice President & Chief Actuarial Officer
    The Vitality Group
    New York, NY
  16. Meredith Miller
    Chief Corporate Governance Officer
    UAW Retiree Medical Benefits Trust
    Ann Arbor, MI
  17. Bridey Moffitt
    Demand/Forecast Analyst
    Meritor WBRG
    Troy, MI
  18. Meryl Murtagh
    Corporate Governance Attorney
    North Carolina Department of State Treasurer
    Raleigh, North Carolina
  19. Marci Nigro
    Founder & Chief Executive Officer
    Appointed Partners
    New York, NY
  20. Julie Nugent
    Vice President & Center Leader
    Catalyst Research Center for Corporate Practice
    New York, NY
  21. Maureen O’Brien
    Director, Corporate Governance
    The Marco Consulting Group
    Chicago, IL
  22. Randy O’Neil
    Executive Director
    MSCI
    Boston, MA
  23. Elba Pareja-Gallagher
    Founder & President
    ShowMe50.org
    Atlanta, GA
  24. Joanna Parke
    Group Managing Director, North America
    ThoughtWorks
    Chicago, IL
  25. Jim Powers
    Chief Executive Officer
    Crowe Horwath
    Chicago, IL
  26. Becky Pratt
    President, Owner
    Mattan Pratt Consulting, LLC
    Des Moines, IA
  27. Bill Proudman
    Founder
    White Men as Full Diversity Partners
    Portland, OR
  28. Amir Rafizadeh
    Senior Vice President, Family Office Practice
    TriState Capital
    Chicago, IL
  29. Ramona Ratiu
    Manager of IT Governance, Risk & Compliance
    Zurich Insurance Group
    Schaumburg, IL
  30. Janet Roberts
    Head of Security Awareness
    Zurich Insurance Company
    Schaumburg, IL
  31. Suzanne Robinson
    Communications Director
    Crowe Horwath
    Indianapolis, IN
  32. Katherine W. Schrank
    Founder
    Sustainability Partners Inc.
    Naperville, IL
  33. Molly Silverman
    Chief Strategic Engagement Officer
    YWCA Metropolitan Chicago
    Chicago, IL
  34. Barbara Smet
    Former Company Business Leader
    BD
    Antwerp, Belgium
  35. Sheena Smith
    Vice President, Client Services
    Spend Matters
    Chicago, IL
  36. Tyronne Stoudemire
    Vice President, Global Diversity & Inclusion
    Hyatt
    Chicago, IL
  37. Julie Straka
    Manager, Global Lean Implementation
    Meritor WBRG
    Troy, MI
  38. Kurt Summers
    Treasurer
    City of Chicago
    Chicago, IL
  39. Ellen Taaffe
    Member of the Board of Directors
    John B. Sanfilippo & Son, Inc.
    Member of the Board of Directors
    Hooker Furniture Corporation
    Consultant & Coach
    Former Fortune 100 Senior Marketing & Management Executive
    Chicago, IL
  40. Karen Thompson
    Firmwide Leader of Diversity & Inclusion
    Crowe Horwath
    Oak Brook, IL
  41. Marcy Twete
    Division Manager, Corporate Responsibility
    ArcelorMittal
    Chicago, IL
  42. Heidi Umbhau
    Director, Internal Communications
    ArcelorMittal
    Chicago, IL
  43. Elizabeth Walder
    Chief Sustainability Officer
    Integrated DNA Technologies, Inc.
    Skokie, IL
  44. Nicole Walker
    Director, Venture Capital
    Baird Capital
    Chicago, IL
  45. Melissa Waller
    Chief of Staff
    North Carolina Department of State Treasurer
    Raleigh, NC
  46. Sheryl Weingrow
    General Counsel
    GE Capital
    Chicago, IL
  47. Teresa Younger
    President
    Ms. Foundation for Women
    New York, NY

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