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

Aleen Bayard
Managing Partner
Footprint Partners
Chicago, IL
John Edelman
Managing Director
Global Engagement and Corporate Responsibility
Edelman
Chicago, IL
Keith L. Johnson
Chair
Institutional Investor Services
Reinhart Boerner Van Deuren s.c.
Madison, WI
Christie B. Kelly
Executive Vice President & Global Chief Financial Officer
JLL
Chicago, IL
Michael Krzus
President
Mike Krzus Consulting
Chicago, IL

Laura Lundbeck
Senior Manager,
Climate Change and
Sustainability Services
Ernst & Young
Chicago, IL
Michael Muyot
President
CRD Analytics
New York, NY
Mark J. Ohringer
Executive Vice President, Global General Counsel
& Corporate Secretary
JLL
Chicago, IL
Mark A. Serwinowski
President and Founder
MetaVu, Inc.
Denver, CO

DELEGATES

William Atwood
Executive Director
Illinois State Board of Investment
Chicago, IL
Aleen Bayard
Managing Partner
Footprint Partners
Chicago, IL
John Edelman
Managing Director
Global Engagement and Corporate Responsibility
Edelman
Chicago, IL
Marie Fukudome
Manager, Environmental Affairs
Hyatt
Chicago, IL
David Hackett
Partner
Baker & McKenzie
Chicago, IL
L. Jane Hamblen
Chief Legal Counsel
State of Wisconsin Investment Board
Madison, WI
Jerome Harper
Vice President
Corporate Social
Responsibility
Northern Trust
Chicago, IL
Eric Israel
Director
GRI North America
New York, NY
Keith L. Johnson
Chair
Institutional Investor Services
Reinhart Boerner Van Deuren s.c.
Madison, WI
Christie B. Kelly
Executive Vice President & Global Chief Financial Officer
JLL
Chicago, IL
Pad Kemmanahalli
Senior Director
HSE and Sustainability
Itron
Oakland, California
Michael Krzus
President
Mike Krzus Consulting
Chicago, IL
Bob Laux
Senior Director,
Financial Accounting & Reporting
Microsoft
Seattle, WA
Laura Lundbeck
Senior Manager,
Climate Change and
Sustainability Services
Ernst & Young
Chicago, IL
James Maloney
Trustee,
Chairman of the Investment Committee
Chicago Policemen’s
Annuity and Benefit Fund
Chicago, IL

Renaye Manley
International Representative
Capital Stewardship Program
SEIU
Chicago, IL
Sandra S. Martin
Managing Director
Martin Investment Management, LLC
Evanston, IL
Jim McNamee
President
Illinois Public Pension Fund Association
Elgin, IL
Anne Munaretto
Senior Consultant
Climate Change and Sustainability Services
Ernst & Young
Chicago, IL
Michael Muyot
President
CRD Analytics
New York, NY
Angela Nahikian
Director,
Global Environmental Sustainability
Steelcase
Grand Rapids, MI
Dean Niedospial
Executive Director
Park Employees’ Annuity and
Benefit Fund of Chicago
Chicago, IL
Mark J. Ohringer
Executive Vice President, Global General Counsel
& Corporate Secretary
JLL
Chicago, IL
John Paul J. Rauh
Equity Research Analyst
Martin Investment Management, LLC
Evanston, IL
Timothy Schoolmaster
President
Board of Trustees
Evanston Police Pension Fund
Evanston, IL
Mark A. Serwinowski
President and Founder
MetaVu, Inc.
Denver, CO
Steven H. Shapiro
Partner
Krasnow Saunders Kaplan
& Beninati LLP
Chicago, IL
Beth Spurgeon
Manager, Corporate Responsibility, USA
ArcelorMittal
Chicago, IL
Harrison Thomas
Stakeholder Engagement Manager
SASB
San Francisco, CA
Sundee Wislow
Director of Sustainability
CBRE – U.S. Equities
Chicago, IL