Integrated Reporting

Loyola University Chicago The Quinlan School of Business Center for Risk Management
New Legal and Regulatory Terrain Outlook for Companies and Risk Managers
March 20, 2015
ENGAGE
ENGAGE
ENGAGE
with risk managers, legal expertise, risk consultants and academics on reform regulation and challenges/ opportunities through implementation.
DISCOVER
DISCOVER
DISCOVER
how recent regulatory reforms will advance the role of risk managers and experts advising them.
APPLY
APPLY
APPLY
emerging practices designed to help risk managers in fulfilling their responsibilities.
INTEGRATED REPORTING: SERIES I
PROGRAM AGENDA

Time Description
8:45-9:00 Opening Remarks
Michael Kobori, Vice-President, Sustainability, Levi Strauss & Co.
9:00-9:15 Where Is Integrated Reporting? Outlook for U.S. and Europe
Michael P. Krzus, President, Mike Krzus Consulting
9:15-10:00 Lost in the “S” Word: Why Sustainability is Fogging Up Company Aspirations for Creating Long Term Value
Facilitators:

Tracey Rembert, Senior Manager of Investor Engagement, Ceres
Mark A. Serwinowski, President and Founder, MetaVu, Inc.
10:00-10:15 Refreshment Break
10:15-11:00 Connectivity of Capital and Core Risks: When to Employ a Holistic Approach in Aligning Risk, Capital and Opportunity
Facilitators:
Susanne Katus, VP Business Development, Americas, eRevalue
11:00-11:45 A Window into a Company’s Future: What Does Integrated Reporting Offer Institutional Shareholders in Helping to Make Better Buy, Sell or Hold Decisions?
Facilitators:

Michael Muyot, President, CRD Analytics
Evan Harvey, Director of Corporate Responsibility, Nasdaq
11:45-1:15 Tools & Engagement Tips for Companies and Institutional Shareholders: How to Assess the Tie-In between Value Creation and Management of Capital, Risk and Opportunity
Facilitators:

Anne Sheehan, Director of Corporate Governance, California State Teachers’ Retirement System
Aleen Bayard, Managing Partner, Footprint Partners

SESSION LEADERS
DELEGATES
  1. Aleen Bayard
    Managing Partner
    Footprint Partners
    Chicago, IL
  2. John Edelman
    Managing Director
    Global Engagement and Corporate Responsibility
    Edelman
    Chicago, IL
  3. David Hackett
    Partner
    Baker & McKenzie
    Chicago, IL
  1. Jerome Harper Vice President
    Corporate Social Responsibility
    Northern Trust
    Chicago, IL
  2. Michael P. Krzus
    President
    Mike Krzus Consulting
    Chicago, IL
  3. Sandra S. Martin
    Managing Director
    Martin Investment
    Management, LLC

    Evanston, IL

SPONSORS

INTEGRATED REPORTING: SERIES II
PROGRAM AGENDA

Time Description
12:30-12:35 Opening Remarks and Refreshments
John Edelman, Managing Director, Global Engagement and Corporate Responsibility, Edelman
12:35-12:40 Announcements & updates
12:40-1:30 Briefing: Global Momentum and Tangible Examples
Facilitator: Aleen Bayard, Managing Partner, Footprint
1:30-2:15 Concurrent Sessions Begin
A Question of Form? Preparer ‘Wants’ and User ‘Needs’ (Part c1)
Refreshments served
2:15-3:30 A Question of Form? Preparer ‘Wants’ and User ‘Needs’ (Part 2)
3:30-4:15 From Competing Interests to Collaborative Engagement
Facilitator:
Jerome Harper, Vice President, Corporate Social Responsibility, Northern Trust
4:15-5:00 Navigating Management Buy-In for Non-Mandated Disclosures
Facilitator:
Michael P. Krzus, President, Mike Krzus Consulting
5:00-5:30 Concurrent sessions join for closing plenary
From Theory to Practice: Preview of IIRC Guidance Priorities
5:30-6:30 Networking Reception

SESSION LEADERS
DELEGATES
  1. Aleen Bayard
    Managing Partner
    Footprint Partners
    Chicago, IL
  2. John Edelman
    Managing Director
    Global Engagement and Corporate Responsibility
    Edelman
    Chicago, IL
  3. David Hackett
    Partner
    Baker & McKenzie
    Chicago, IL
  1. Jerome Harper Vice President
    Corporate Social Responsibility
    Northern Trust
    Chicago, IL
  2. Michael P. Krzus
    President
    Mike Krzus Consulting
    Chicago, IL
  3. Sandra S. Martin
    Managing Director
    Martin Investment
    Management, LLC

    Evanston, IL

SPONSORS

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