Integrated Reporting Roundtable Series I 2014

Emerging Best Practices and Tools for Companies and Institutional Shareholders
OCTOBER 29, 2014
EDELMAN
200 E. RANDOLPH STREET, 66TH FLOOR
CHICAGO, IL

Engage

with peer companies, institutional shareholders and subject matter experts on how to assess the potential of creating an integrated report.

Discover

how to identify and address the challenges involved in creating an integrated report along with potential costs and benefits.

Apply

best practices in assessing the viability of creating an integrated report gathered through peer exchange and interaction with subject matter experts.

ABOUT THE PROGRAM
PROGRAM AGENDA

Time Description
8:45-9:00

Opening Remarks

John Edelman, Managing Director, Global Engagement and Corporate Responsibility, Edelman       

9:00-9:15

Where Is Integrated Reporting?  Outlook for U.S. and Europe

Facilitator:
Laura Lundbeck, Senior Manager, Climate Change and Sustainability Services, Ernst & Young

9:15-10:00

Connectivity of Capital and Core Risks:  When to Employ a Holistic Approach in Aligning Risk, Capital and Opportunity

Facilitators:
Aleen Bayard, Managing Partner, Footprint Partners
Mark Serwinowski, President and Founder, MetaVu, Inc.

10:00-10:15 Refreshment Break
10:15-11:00

Lost in the “S” Word:  Why Sustainability is Fogging Up Company Aspirations for Creating Long Term Value

Facilitators:
Christie B. Kelly, Executive Vice President and Global Chief Financial Officer, JLL
Mark J. Ohringer, Executive Vice President, Global General Counsel & Corporate Secretary, JLL

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?

Facilitator:
Keith L. Johnson, Chair, Institutional Investor Services,
Reinhart Boerner Van Deuren s.c.

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:
Michael Krzus, President, Mike Krzus Consulting
Michael  Muyot, President, CRD Analytics

                            *Working Lunch

1:15 Closing Remarks

FACILITATORS
  1. Aleen Bayard
    Managing Partner
    Footprint Partners
    Chicago, IL
  2. John Edelman
    Managing Director
    Global Engagement and Corporate Responsibility
    Edelman
    Chicago, IL
  3. Keith L. Johnson
    Chair
    Institutional Investor Services
    Reinhart Boerner Van Deuren s.c.
    Madison, WI
  4. Christie B. Kelly
    Executive Vice President & Global Chief Financial Officer
    JLL
    Chicago, IL
  5. Michael Krzus
    President
    Mike Krzus Consulting
    Chicago, IL
  1. Laura Lundbeck
    Senior Manager,
    Climate Change and
    Sustainability Services
    Ernst & Young
    Chicago, IL
  2. Michael Muyot
    President
    CRD Analytics
    New York, NY
  3. Mark J. Ohringer
    Executive Vice President, Global General Counsel
    & Corporate Secretary
    JLL
    Chicago, IL
  4. Mark A. Serwinowski
    President and Founder
    MetaVu, Inc.
    Denver, CO
DELEGATES
  1. William Atwood
    Executive Director
    Illinois State Board of Investment
    Chicago, IL
  2. Aleen Bayard
    Managing Partner
    Footprint Partners
    Chicago, IL
  3. John Edelman
    Managing Director
    Global Engagement and Corporate Responsibility
    Edelman
    Chicago, IL
  4. Marie Fukudome
    Manager, Environmental Affairs
    Hyatt
    Chicago, IL
  5. David Hackett
    Partner
    Baker & McKenzie
    Chicago, IL
  6. L. Jane Hamblen
    Chief Legal Counsel
    State of Wisconsin Investment Board
    Madison, WI
  7. Jerome Harper
    Vice President
    Corporate Social
    Responsibility
    Northern Trust
    Chicago, IL
  8. Eric Israel
    Director
    GRI North America
    New York, NY
  9. Keith L. Johnson
    Chair
    Institutional Investor Services
    Reinhart Boerner Van Deuren s.c.
    Madison, WI
  10. Christie B. Kelly
    Executive Vice President & Global Chief Financial Officer
    JLL
    Chicago, IL
  11. Pad Kemmanahalli
    Senior Director
    HSE and Sustainability
    Itron
    Oakland, California
  12. Michael Krzus
    President
    Mike Krzus Consulting
    Chicago, IL
  13. Bob Laux
    Senior Director,
    Financial Accounting & Reporting
    Microsoft
    Seattle, WA
  14. Laura Lundbeck
    Senior Manager,
    Climate Change and
    Sustainability Services
    Ernst & Young
    Chicago, IL
  15. James Maloney
    Trustee,
    Chairman of the Investment Committee
    Chicago Policemen’s
    Annuity and Benefit Fund

    Chicago, IL
  1. Renaye Manley
    International Representative
    Capital Stewardship Program
    SEIU
    Chicago, IL
  2. Sandra S. Martin
    Managing Director
    Martin Investment Management, LLC
    Evanston, IL
  3. Jim McNamee
    President
    Illinois Public Pension Fund Association
    Elgin, IL
  4. Anne Munaretto
    Senior Consultant
    Climate Change and Sustainability Services
    Ernst & Young
    Chicago, IL
  5. Michael Muyot
    President
    CRD Analytics
    New York, NY
  6. Angela Nahikian
    Director,
    Global Environmental Sustainability
    Steelcase
    Grand Rapids, MI
  7. Dean Niedospial
    Executive Director
    Park Employees’ Annuity and
    Benefit Fund of Chicago

    Chicago, IL
  8. Mark J. Ohringer
    Executive Vice President, Global General Counsel
    & Corporate Secretary
    JLL
    Chicago, IL
  9. John Paul J. Rauh
    Equity Research Analyst
    Martin Investment Management, LLC
    Evanston, IL
  10. Timothy Schoolmaster
    President
    Board of Trustees
    Evanston Police Pension Fund
    Evanston, IL
  11. Mark A. Serwinowski
    President and Founder
    MetaVu, Inc.
    Denver, CO
  12. Steven H. Shapiro
    Partner
    Krasnow Saunders Kaplan
    & Beninati LLP

    Chicago, IL
  13. Beth Spurgeon
    Manager, Corporate Responsibility, USA
    ArcelorMittal
    Chicago, IL
  14. Harrison Thomas
    Stakeholder Engagement Manager
    SASB
    San Francisco, CA
  15. Sundee Wislow
    Director of Sustainability
    CBRE – U.S. Equities
    Chicago, IL

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