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

Aleen Bayard
Managing Partner
Footprint Partners
Chicago, IL
John Edelman
Managing Director
Global Engagement and Corporate Responsibility
Edelman
Chicago, IL
David Hackett
Partner
Baker & McKenzie
Chicago, IL
Jerome Harper
Vice President
Corporate Social Responsibility
Northern Trust
Chicago, IL
Michael P. Krzus
President
Mike Krzus Consulting
Chicago, IL
Anne Munaretto
Senior Consultant, Climate Change &
Sustainability Services
EY
Chicago, IL

Mark J. Ohringer
Executive Vice President, Global
General Counsel
& Corporate Secretary
JLL
Chicago, IL
TerriJo Saarela
Corporate Governance Director
State of Wisconsin Investment Board
Madison, WI
Katherine Schrank
CEO
Sustainability Partners Inc.
Naperville, IL
Mary Beth Tighe
VP, Associate Counsel
RR Donnelley & Sons Company
Chicago, IL
Colleen Webster
Senior Manager
EY
Chicago, IL

DELEGATES

David W. Anderson
Founder and CEO
The Anderson Leadership Group
The Anderson Governance Group
Toronto, Canada
Aleen Bayard
Managing Partner
Footprint Partners
Chicago, IL
Susan L. Beverly
Director
Global Citizenship & Policy
Abbott Labs
Abbott Park, IL
Renita L. Dixon
Sustainability & Environmental Coordinator
ITW
Glenview, IL
Ryan Droze
Corporate Governance Analyst
UAW Retiree Medical Benefits Trust
Detroit, MI
John Edelman
Managing Director
Global Engagement & Corporate Responsibility
Edelman
Chicago, IL
Peter Etienne
Senior Counsel
Baxter
Deerfield, IL
Anita Green
Manager
Sustainable Investment Strategies
Wespath Management
Chicago, IL
David Hackett
Partner
Baker & McKenzie
Chicago, IL
Jerome Harper
Vice President
Corporate Social Responsibility
Northern Trust
Chicago, IL
Edgar Hernandez
Capital Stewardship Program
SEIU
Chicago, IL
Keith L. Johnson
Chair
Institutional Services
Reinhart Boerner Van Deuren s.c.
Madison, WI
Michael P. Krzus
President
Mike Krzus Consulting
Chicago, IL
Tondalaya Lewis-Hozier
Investment Compliance Officer
Illinois State Board of Investment
Chicago, IL
Herbert Lust
Independent CSR Consultant
Chicago IL

Andrew J. Marks
Senior Counsel Regulatory Law
Walgreen Co.
Deerfield, IL
Jim McNamee
President
Illinois Public Pension Fund Association
Elgin, IL
Anne Munaretto
Senior Consultant, Climate Change &
Sustainability Services
EY
Chicago, IL
Maureen O’Brien
Director of Corporate Governance
The Marco Consulting Group
Chicago, IL
Mark J. Ohringer
Executive Vice President, Global
General Counsel
& Corporate Secretary
JLL
Chicago, IL
Christopher P. Perzan
Director of Environmental & Energy Affairs
& Senior Counsel
Office of the General Counsel
Navistar, Inc.
Lisle IL
Jonathan Prins
Sustainability Marketing Developer
Steelcase Inc
Grand Rapids, MI
TerriJo Saarela
Corporate Governance Director
State of Wisconsin Investment Board
Madison, WI
Katherine Schrank
CEO
Sustainability Partners Inc.
Naperville, IL
Mary Beth Tighe
VP, Associate Counsel
RR Donnelley & Sons Company
Chicago, IL
Marco Ugarte
Sustainability Manager
MillerCoors
Chicago, IL
Carol J. Ward
VP & Corporate Secretary
Mondelēz International, Inc.
Deerfield, IL
Colleen Webster
Senior Manager
EY
Chicago, IL
Scott Zdrazil
First Vice President
Director of Corporate Governance
Amalgamated Bank
New York, NY