Integrated Reporting Roundtable Series II 2015

Breakthrough to Best-of-Breed Corporate Reporting
June 25, 2015
Levi Strauss & Co
1155 Battery Street
San Francisco, CA

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 & Lunch Served
Christopher P. Skroupa, Founder and CEO, Skytop Strategies
12:35-12:40 Announcements & Updates
12:40-1:30 Case Story: How Clorox Uses Its Integrated Report to Build Its Reputation
Presenter:
Kathryn Caulfield, Vice President, Global Corporate Communications & Responsibility, The Clorox Company
1:30-2:15 Concurrent Sessions Begin
A Question of Form?
Preparer ‘Wants’ and User ‘Needs’ (Part 1)
Facilitators:

Stephanie Rico, Senior Vice President, Environmental Affairs, Wells Fargo
Chris Zerlaut, Product Management – Sustainability/Integrated Reporting, Director, SAP Labs
2:15-3:30 A Question of Form? Preparer ‘Wants’ and User ‘Needs’ (Part 2)
Facilitators:

Amberjae Freeman, ESG Analyst, RBC Wealth Management
Chris Zerlaut, Product Management – Sustainability/Integrated Reporting, Director, SAP Labs
3:30-3:45 Networking Break
3:45-4:30 From Competing Interests to Collaborative Engagement
Facilitators:

Laurel Peacock, Senior Manager, Sustainability, NRG Energy Inc.
Beth Schneider, Audit Director, Deloitte & Touche LLP
4:30-5:15 Navigating Management Buy-In for Non-Mandated Disclosures
Facilitators:

Gregg Anderson, CIA, CRMA, Director, Crowe Horwath LLP
Robert Strand, Executive Director, Center for Responsible Business University of California, Berkeley-Haas School of Business
5:15-5:45 Concurrent Sessions Join For Closing Plenary
From Theory to Practice: What Now?
Presenters:

Katie Schmitz Eulitt, Special Advisor, Skytop Strategies
Beth Schneider, Audit Director, Deloitte & Touche LLP
5:45-6:00 Roundtable Adjourns

FACILITATORS
  1. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  2. Kathryn Caulfield
    Vice President
    Global Corporate
    Communications & Responsibility
    The Clorox Company
    Oakland, CA
  3. Katie Schmitz Eulitt
    Special Advisor
    Skytop Strategies
    Orange County, CA
  4. Amberjae Freeman
    ESG Analyst
    RBC Wealth Management
    San Francisco, CA
  5. Laurel Peacock
    Senior Manager, Sustainability
    NRG Energy Inc.
    San Francisco, CA
  1. Stephanie Rico
    Senior Vice President,
    Environmental Affairs
    Wells Fargo
    San Francisco, CA
  2. Beth Schneider
    Audit Director
    Deloitte & Touche LLP
    Stamford, CT
  3. Robert Strand
    Executive Director, Center for Responsible Business
    University of California, Berkeley-Haas School of Business
    Berkeley, CA
  4. Chris Zerlaut
    Product Management – Sustainability / Integrated Reporting
    Director
    SAP Labs
    Palo Alto, CA
DELEGATES
  1. Karen Alonardo
    CEO
    CSRware, Inc
    San Francisco, CA
  2. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  3. Ryan Bjorkquist
    Vice President
    MUFG Union Bank
    San Francisco, CA
  4. Chris Butner
    Assistant Corporate Secretary &
    Chief Securities Counsel
    Chevron
    San Francisco, CA
  5. Kathryn Caulfield
    Vice President
    Global Corporate
    Communications & Responsibility
    The Clorox Company
    Oakland, CA
  6. Rebecca Chavez
    Associate General Counsel
    Levi Strauss & Co.
    San Francisco, CA
  7. Jeff Cohen
    Senior Vice President
    EOS Climate
    San Francisco, CA
  8. Jenn Crutchfield
    Corporate Responsibility,
    Measurement & Reporting Lead
    Adobe
    San Francisco, CA
  9. Chris Doherty
    Senior Manager, Climate Change &
    Sustainability Services
    EY
    San Francisco, CA
  10. Candice Eggerss
    Managing Director
    Firelake Capital Management
    Palo Alto, CA
  11. Janelle Erickson
    Director, Public Affairs
    Gap Inc.
    San Francisco, CA
  12. Katie Schmitz Eulitt
    Special Advisor
    Skytop Strategies
    Orange County, CA
  13. Ken Fox
    Director, Sustainability Integration & Reporting
    Levi Strauss & Co.
    San Francisco, CA
  14. Amberjae Freeman
    ESG Analyst
    RBC Wealth Management
    San Francisco, CA
  15. Heather Gadonniex
    Director, Smart Cities, Building & Construction
    Thinkstep
    San Francisco, CA
  16. Silvia Garrigo
    Manager Stockholder Engagements
    Chevron
    San Francisco, CA
  17. Danielle Ginach
    Impact Manager
    Sonen Capital
    San Francisco, CA
  18. Kathleen Greenan
    Manager, Investment Responsibility
    Stanford Management Company
    Stanford, CA
  19. Danielle Guerin
    Chief of Staff
    Sustainable Apparel Coalition
    San Francisco, CA
  20. Tonie Hansen
    Senior Director,
    Corporate Responsibility
    NVIDIA
    Santa Clara, CA
  21. Adam Happel
    Head of Commercial Marketing
    SolarCity
    San Francisco, CA
  22. Ellen Jackowski
    Environmental Sustainability
    Strategy & Futures Planning
    Hewlett-Packard
    San Francisco, CA
  23. Arjun Kalra
    Partner
    Crowe Horwath
    San Francisco, CA
  24. Jason Kibbey
    Chief Executive Officer
    Sustainable Apparel Coalition
    San Francisco, CA
  25. Chris Knowland
    Associate, Investment Responsibility
    Stanford Management Company
    Stanford, CA
  26. Stephanie Kotin
    Sr. Manager, Stakeholder Engagement & Public Policy
    Levi Strauss & Co.
    San Francisco, CA
  27. Justina Lai
    Director,
    Senior Investment Analyst
    Sonen Capital
    San Francisco, CA
  28. Aileen Lee
    Program Director
    Gordon and Betty Moore Foundation
    Los Altos, CA
  29. Elizabeth Liedel
    Corporate Sustainability Representative
    PG&E
    San Francisco, CA
  30. Liz Lowe
    Corporate Responsibility Lead
    Adobe
    San Francisco, CA
  31. Marie Ma
    Corporate Counsel and Director,
    Global Equity Administration
    Gap Inc.
    San Francisco, CA
  32. Deb Martin
    Manager, Climate Change &
    Sustainability Services
    EY
    San Francisco, CA
  33. Marcy McCullaugh
    Advisor, Global Issues &
    Public Policy
    Chevron
    San Ramon, CA
  1. Kelly McGinnis
    Senior Vice President, Corporate Affairs
    Levi Strauss & Co.
    San Francisco, CA
  2. Mark Mellen
    Manager
    Deloitte & Touche LLP
    Denver, CO
  3. Erin Kilmer Neel
    Chief Impact Officer &
    Deputy Director
    Beneficial State Foundation
    Oakland, CA
  4. Sara Olsen
    Founder, CEO
    SVT Group
    San Francisco, CA
  5. Rebecca O’Neill
    Manager
    SustainAbility
    Oakland, CA
  6. Chris Page
    Global Director Energy &
    Sustainability Strategy
    Yahoo Inc.
    Sunnyvale, CA
  7. Doug Park
    Director, Legal Policy & Outreach
    SASB
    San Francisco, CA
  8. Pablo Päster
    Senior Director of Account Management
    Verisae, Inc.
    San Mateo, CA
  9. Laurel Peacock
    Senior Manager, Sustainability
    NRG Energy Inc.
    San Francisco, CA
  10. Chris Ratto
    Director of Sustainability
    Albertsons Safeway
    Pleasanton, CA
  11. Stephanie Rico
    Senior Vice President,
    Environmental Affairs
    Wells Fargo
    San Francisco, CA
  12. Kyle Rudzinski
    Manager, Sustainability Innovation
    Levi Strauss & Co.
    San Francisco, CA
  13. Douglas Sabo
    VP, Head of Corporate Philanthropy
    & Responsibility
    Visa Inc.
    San Francisco, CA
  14. Beth Schneider
    Audit Director
    Deloitte & Touche LLP
    Stamford, CT
  15. Yuwei Shi
    Director of Research
    Center for Social Impact Learning at Middlebury
    Monterey, CA
  16. Marvin Smith
    Manager, Stakeholder Engagement
    Future 500
    San Francisco, CA
  17. Chad Spitler
    Chief Operating Officer
    CamberView Partners, LLC
    San Francisco, CA
  18. Brendon Steele
    Senior Stakeholder
    Engagement Manager
    Future 500
    San Francisco, CA
  19. Robert Strand
    Executive Director, Center for Responsible Business
    University of California, Berkeley-Haas School of Business
    Berkeley, CA
  20. Brent Tarnow
    Senior Stakeholder Engagement Manager
    Future 500
    San Francisco, CA
  21. Byron Thayer
    Manager, Performance & Reporting,
    Global & Americas
    Levi Strauss & Co.
    San Francisco, CA
  22. Brandon Tidwell
    Director
    Corporate Social Responsibility
    Blue Shield of California
    San Francisco, CA
  23. Amelia Timbers
    Energy Program Manager
    As You Sow
    San Francisco, CA
  24. Krista Todd
    Vice President, Corporate Communications
    Logitech
    Newark, CA
  25. Wood Turner
    Vice President
    Equilibrium Capital
    San Francisco, CA
  26. Dana Veeder
    Associate General Counsel
    Gap Inc.
    San Francisco, CA
  27. Jørgen Vos
    Director of Product Management
    Verisae
    San Mateo, CA
  28. Anna Walker
    Sr. Director, Global Government Affairs
    Levi Strauss & Co.
    San Francisco, CA
  29. Jason Walters
    Senior Manager of Reporting,
    Social & Environmental Responsibility
    Gap Inc.
    San Francisco, CA
  30. Wade Webster
    Global Controller
    Levi Strauss & Co.
    San Francisco, CA
  31. Lyuba Zarsky
    Professor
    Middlebury Institute of
    International Studies at Monterey

    Monterey, CA
  32. Chris Zerlaut
    Director, Product Management
    Sustainability / Integrated Reporting
    SAP Labs
    Palo Alto, CA

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