Integrated Reporting Roundtable Series III 2016

Building Your Report: An Exercise from Conception to Completion
February 29, 2016
Baker & McKenzie LLP
300 East Randolph Street, Suite 5000
Chicago, IL

Engage

with peer companies, institutional shareholders and subject matter experts on the nuts and bolts of creating an integrated report, from conception to completion.

Discover

how to create a project plan, how to integrate internal and external stakeholders in the content development process, and how to distribute and finalize your company’s integrated report.

Apply

know-how from companies and practice experts on all necessary project management details relating to building your integrated report.

ABOUT THE PROGRAM
PROGRAM AGENDA

11:30-11:45Refreshment Break

Time Description
9:00–9:45 AM Arrival & Breakfast
9:45–9:55 Opening Remarks
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
9:55–10:35 Evolution of Corporate Financial Reporting: Lessons Learned
Presenters:

Gregg Anderson, CIA, CRMA, Director, Crowe Horwath LLP
Jim Hannan, Director, Crowe Horwath LLP
10:35-11:20 Securing General Counsel Buy-In for Non-Mandated Disclosures
Presenter:

David Hackett, Partner, Baker & McKenzie LLP
11:20-11:30 The Entergy Story: On the Path to Integrated Reporting
Workshop Discussion Leader:

Kelle Barfield, Vice President, Integrated Communications, Entergy
INTERACTIVE WORKSHOP SESSIONS BEGIN
11:45-12:25 Session #1: Overview of Generic Critical Path/Project Plan
Session Facilitator:

Katherine W. Schrank, J.D., Chief Executive Officer, Sustainability Partners
Session Support:
Kelle Barfield, Vice President, Integrated Communications, Entergy
12:25-12:40 Plenary Feedback, Session #1
Overview of Generic Critical Path/Project Plan
Session Facilitator:

Katherine W. Schrank, J.D., Chief Executive Officer, Sustainability Partners
Session Support:
Kelle Barfield, Vice President, Integrated Communications, Entergy
12:40–1:20 Session #2: Creating the Outline: Materiality, Risk & Opportunity
Session Facilitator:

Susan L. Beverly, Director, Global Citizenship & Policy, Abbott
Session Support:
Kelle Barfield, Vice President, Integrated Communications, Entergy
1:20–1:35 Plenary Feedback, Session #2: Creating the Outline: Materiality, Risk & Opportunity
Session Facilitator:

Susan L. Beverly, Director, Global Citizenship & Policy, Abbott
Session Support:
Kelle Barfield, Vice President, Integrated Communications, Entergy
1:35–2:20 Networking Luncheon
2:20-3:00 Session #3: Writing the Report: How to Secure Quality Content
Session Facilitator:

Marco Ugarte, Sustainability Manager, MillerCoors
Session Support:
Kelle Barfield, Vice President, Integrated Communications, Entergy
3:00–3:15 Plenary Feedback, Session #3
Writing the Report: How to Secure Quality Content
Session Facilitator:

Marco Ugarte, Sustainability Manager, MillerCoors
Session Support:
Kelle Barfield, Vice President, Integrated Communications, Entergy
3:15-3:30 Refreshment Break
3:30-4:10 Session #4: Completing the Report & Sharing it with Institutional Shareholders
Session Facilitator:

Tondalaya Lewis-Hozier, Investment Compliance Officer, Illinois State Board of Investment
Session Support:
Kelle Barfield, Vice President, Integrated Communications, Entergy
4:10-4:25 Plenary Feedback, Session #4
Sharing the Report with Institutional Shareholders: Feedback from Shareholders
Session Facilitator:

Tondalaya Lewis-Hozier, Investment Compliance Officer, Illinois State Board of Investment
Session Support:
Kelle Barfield, Vice President, Integrated Communications, Entergy
INTERACTIVE WORKSHOP SESSIONS END
4:25-4:35 Refreshment Break
4:35-4:50 Alignment Of Disclosure Framework: Obstacles & Opportunities
Discussion Leader:

David Hackett, Partner, Baker & McKenzie LLP
4:50-5:20 How Does SASB Reporting Move Us Toward Integrated Reporting?
Discussion Leader:

Harrison Thomas, Stakeholder Engagement Manager, SASB
5:20-5:50 How Does GRI G4 Reporting Move Us Toward Integrated Reporting?
Discussion Leader:

Sarah Corrigan, Associate Consultant, BrownFlynn
5:50 Program Concludes
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
5:50-6:50 Networking Reception

FACILITATORS
  1. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  2. Kelle Barfield
    Vice President
    Integrated Communications
    Entergy
    New Orleans, LA
  3. Susan L. Beverly
    Director, Global Citizenship & Policy
    Abbott
    Abbott Park, IL
  4. David Hackett
    Partner
    Baker & McKenzie LLP
    Chicago, IL
  5. Jim Hannan
    Director
    Crowe Horwath LLP
    Chicago, IL
  1. Tondalaya Lewis-Hozier
    Investment Compliance Officer
    Illinois State Board of Investment
    Chicago, IL
  2. Sarah Corrigan
    Associate Consultant
    BrownFlynn
    Cleveland, OH
  3. Katherine W. Schrank, J.D.
    Chief Executive Officer
    Sustainability Partners
    Chicago, IL
  4. Harrison Thomas
    Stakeholder Engagement Manager
    SASB
    San Francisco, CA
  5. Marco Ugarte
    Sustainability Manager
    MillerCoors
    Chicago, IL
DELEGATES
  1. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  2. Kelle Barfield
    Vice President
    Integrated Communications
    Entergy
    New Orleans, LA
  3. Susan L. Beverly
    Director, Global Citizenship & Policy
    Abbott
    Abbott Park, IL
  4. Sarah Corrigan
    Associate Consultant
    BrownFlynn
    Cleveland, OH
  5. Ryan Droze
    Corporate Governance Analyst
    UAW Retiree Medical Benefits Trust
    Detroit, Michigan
  6. David Hackett
    Partner
    Baker & McKenzie LLP
    Chicago, IL
  7. Jim Hannan
    Director
    Crowe Horwath LLP
    Chicago, IL
  8. Stephanie Harig
    Senior Account Executive
    Dix & Eaton
    Cleveland, OH
  9. Nancy Himmelfarb
    Principal
    NJH Sustainability Consulting
    Chicago, IL
  10. Tondalaya Lewis-Hozier
    Investment Compliance Officer
    Illinois State Board of Investment
    Chicago, IL
  11. Caroline Krajewski
    Head of Global Corporate Social Responsibility & The Kraft Heinz Company Foundation
    The Kraft Heinz Company
    Chicago, IL
  1. Mary Ellen Madden
    Shareholder Representative
    BVM
    Chicago, IL
  2. Maureen OBrien
    Director, Corporate Governance
    The Marco Consulting Group
    Chicago, IL
  3. Julio Quintana
    Manager, Sustainability Programs
    The Kraft Heinz Company
    Chicago, IL
  4. Katherine W. Schrank, J.D.
    Chief Executive Officer
    Sustainability Partners
    Chicago, IL
  5. JoAnn Strickon
    Global Sustainability Manager
    ManpowerGroup
    Milwaukee, WI
  6. Beth Spurgeon
    Manager, Corporate Responsibility, USA
    ArcelorMittal
    Chicago, IL
  7. Harrison Thomas
    Stakeholder Engagement Manager
    SASB
    San Francisco, CA
  8. Monica Torres
    Manager, Environment, Health, Safety & Sustainability
    Baxter Healthcare Corporation
    Round Lake, IL
  9. Marcy Twete
    Division Manager, Corporate Responsibility, Americas; Executive Director, USA Foundation
    ArcelorMittal
    Chicago, IL
  10. Marco Ugarte
    Sustainability Manager
    MillerCoors
    Chicago, IL
  11. Megan Weidner
    Vice President, Corporate Responsibility & Sustainability
    Bunge North America
    St Louis, MO

SPONSORS


mckenzie
HOST SPONSOR




PROGRAM SPONSORS
PROGRAM SPONSORS



BrownFlynn
STRATEGIC PARTNER
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