Integrated Reporting Roundtable Series II 2015

Breakthrough to Best-of-Breed Corporate Reporting
APRIL 23, 2015
EDELMAN
200 E. RANDOLPH STREET, 66TH FLOOR
CHICAGO, IL

Engage

with peer companies, institutional shareholders and subject matter experts on how to assess content for inclusion into your company’s integrated report.

Discover

how to identify preparer “wants” and “user” needs through in-depth exchange between companies and shareholders.

Apply

the recent practices and experiences of companies that have successfully built consensus between stakeholders on content considerations.

ABOUT THE PROGRAM
PROGRAM AGENDA

Time Description
12:30-12:35 Opening Remarks
John Edelman, Managing Director, Global Engagement and Corporate Responsibility, Edelman
Lunch Served
12:35-12:40 Announcements & Updates
12:40-1:30 From Theory to Practice: How Materiality Standards and Frameworks can Dovetail into your Integrated Report
Presenter:
Michael P. Krzus, President, Mike Krzus Consulting
1:30-2:15 Concurrent Sessions Begin
A Question of Form? Preparer ‘Wants’ and User ‘Needs’ (Part 1)
Facilitators: 
Colleen Webster, Senior Manager, EY
Anne Munaretto, Senior Consultant, Climate Change and Sustainability Services, EY
2:15-3:30 A Question of Form? Preparer ‘Wants’ and User ‘Needs’ (Part 2)
Facilitators:
Mary Beth Tighe, Vice President, Associate General Counsel, RR Donnelley & Sons Company
TerriJo Saarela, Corporate Governance Director, State of Wisconsin Investment Board
Refreshments Served
3:30-4:15 From Competing Interests to Collaborative Engagement
Facilitators:
Jerome Harper, Vice President, Corporate Social Responsibility, Northern Trust
Mark J. Ohringer, Executive Vice President, Global General Counsel & Corporate Secretary, JLL
4:15-5:00 Navigating Management Buy-In for Non-Mandated Disclosures
Facilitators:
Katherine Schrank, CEO, Sustainability Partners Inc.
David Hackett, Partner, Baker & McKenzie
5:00-5:30 Concurrent Sessions Join for Closing Plenary
Briefing: Global Momentum and Tangible Examples
Presenter:
Aleen Bayard, Managing Partner, Footprint Partners
5:30-6:30 Networking Reception

FACILITATORS
  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
  4. Jerome Harper
    Vice President
    Corporate Social Responsibility
    Northern Trust
    Chicago, IL
  5. Michael P. Krzus
    President
    Mike Krzus Consulting
    Chicago, IL
  6. Anne Munaretto
    Senior Consultant, Climate Change &
    Sustainability Services
    EY
    Chicago, IL
  1. Mark J. Ohringer
    Executive Vice President, Global
    General Counsel
    & Corporate Secretary
    JLL
    Chicago, IL
  2. TerriJo Saarela
    Corporate Governance Director
    State of Wisconsin Investment Board
    Madison, WI
  3. Katherine Schrank
    CEO
    Sustainability Partners Inc.
    Naperville, IL
  4. Mary Beth Tighe
    VP, Associate Counsel
    RR Donnelley & Sons Company
    Chicago, IL
  5. Colleen Webster
    Senior Manager
    EY
    Chicago, IL
DELEGATES
  1. David W. Anderson
    Founder and CEO
    The Anderson Leadership Group
    The Anderson Governance Group
    Toronto, Canada
  2. Aleen Bayard
    Managing Partner
    Footprint Partners
    Chicago, IL
  3. Susan L. Beverly
    Director
    Global Citizenship & Policy
    Abbott Labs
    Abbott Park, IL
  4. Renita L. Dixon
    Sustainability & Environmental Coordinator
    ITW
    Glenview, IL
  5. Ryan Droze
    Corporate Governance Analyst
    UAW Retiree Medical Benefits Trust
    Detroit, MI
  6. John Edelman
    Managing Director
    Global Engagement & Corporate Responsibility
    Edelman
    Chicago, IL
  7. Peter Etienne
    Senior Counsel
    Baxter
    Deerfield, IL
  8. Anita Green
    Manager
    Sustainable Investment Strategies
    Wespath Management
    Chicago, IL
  9. David Hackett
    Partner
    Baker & McKenzie
    Chicago, IL
  10. Jerome Harper
    Vice President
    Corporate Social Responsibility
    Northern Trust
    Chicago, IL
  11. Edgar Hernandez
    Capital Stewardship Program
    SEIU
    Chicago, IL
  12. Keith L. Johnson
    Chair
    Institutional Services
    Reinhart Boerner Van Deuren s.c.
    Madison, WI
  13. Michael P. Krzus
    President
    Mike Krzus Consulting
    Chicago, IL
  14. Tondalaya Lewis-Hozier
    Investment Compliance Officer
    Illinois State Board of Investment
    Chicago, IL
  15. Herbert Lust
    Independent CSR Consultant
    Chicago IL
  1. Andrew J. Marks
    Senior Counsel Regulatory Law
    Walgreen Co.
    Deerfield, IL
  2. Jim McNamee
    President
    Illinois Public Pension Fund Association
    Elgin, IL
  3. Anne Munaretto
    Senior Consultant, Climate Change &
    Sustainability Services
    EY
    Chicago, IL
  4. Maureen O’Brien
    Director of Corporate Governance
    The Marco Consulting Group
    Chicago, IL
  5. Mark J. Ohringer
    Executive Vice President, Global
    General Counsel
    & Corporate Secretary
    JLL
    Chicago, IL
  6. Christopher P. Perzan
    Director of Environmental & Energy Affairs
    & Senior Counsel
    Office of the General Counsel
    Navistar, Inc.
    Lisle IL
  7. Jonathan Prins
    Sustainability Marketing Developer
    Steelcase Inc
    Grand Rapids, MI
  8. TerriJo Saarela
    Corporate Governance Director
    State of Wisconsin Investment Board
    Madison, WI
  9. Katherine Schrank
    CEO
    Sustainability Partners Inc.
    Naperville, IL
  10. Mary Beth Tighe
    VP, Associate Counsel
    RR Donnelley & Sons Company
    Chicago, IL
  11. Marco Ugarte
    Sustainability Manager
    MillerCoors
    Chicago, IL
  12. Carol J. Ward
    VP & Corporate Secretary
    Mondelēz International, Inc.
    Deerfield, IL
  13. Colleen Webster
    Senior Manager
    EY
    Chicago, IL
  14. Scott Zdrazil
    First Vice President
    Director of Corporate Governance
    Amalgamated Bank
    New York, NY

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