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

Gregg Anderson, CIA, CRMA
Director
Crowe Horwath LLP
Chicago, IL
Kelle Barfield
Vice President
Integrated Communications
Entergy
New Orleans, LA
Susan L. Beverly
Director, Global Citizenship & Policy
Abbott
Abbott Park, IL
David Hackett
Partner
Baker & McKenzie LLP
Chicago, IL
Jim Hannan
Director
Crowe Horwath LLP
Chicago, IL

Tondalaya Lewis-Hozier
Investment Compliance Officer
Illinois State Board of Investment
Chicago, IL
Sarah Corrigan
Associate Consultant
BrownFlynn
Cleveland, OH
Katherine W. Schrank, J.D.
Chief Executive Officer
Sustainability Partners
Chicago, IL
Harrison Thomas
Stakeholder Engagement Manager
SASB
San Francisco, CA
Marco Ugarte
Sustainability Manager
MillerCoors
Chicago, IL

DELEGATES

Gregg Anderson, CIA, CRMA
Director
Crowe Horwath LLP
Chicago, IL
Kelle Barfield
Vice President
Integrated Communications
Entergy
New Orleans, LA
Susan L. Beverly
Director, Global Citizenship & Policy
Abbott
Abbott Park, IL
Sarah Corrigan
Associate Consultant
BrownFlynn
Cleveland, OH
Ryan Droze
Corporate Governance Analyst
UAW Retiree Medical Benefits Trust
Detroit, Michigan
David Hackett
Partner
Baker & McKenzie LLP
Chicago, IL
Jim Hannan
Director
Crowe Horwath LLP
Chicago, IL
Stephanie Harig
Senior Account Executive
Dix & Eaton
Cleveland, OH
Nancy Himmelfarb
Principal
NJH Sustainability Consulting
Chicago, IL
Tondalaya Lewis-Hozier
Investment Compliance Officer
Illinois State Board of Investment
Chicago, IL
Caroline Krajewski
Head of Global Corporate Social Responsibility & The Kraft Heinz Company Foundation
The Kraft Heinz Company
Chicago, IL

Mary Ellen Madden
Shareholder Representative
BVM
Chicago, IL
Maureen OBrien
Director, Corporate Governance
The Marco Consulting Group
Chicago, IL
Julio Quintana
Manager, Sustainability Programs
The Kraft Heinz Company
Chicago, IL
Katherine W. Schrank, J.D.
Chief Executive Officer
Sustainability Partners
Chicago, IL
JoAnn Strickon
Global Sustainability Manager
ManpowerGroup
Milwaukee, WI
Beth Spurgeon
Manager, Corporate Responsibility, USA
ArcelorMittal
Chicago, IL
Harrison Thomas
Stakeholder Engagement Manager
SASB
San Francisco, CA
Monica Torres
Manager, Environment, Health, Safety & Sustainability
Baxter Healthcare Corporation
Round Lake, IL
Marcy Twete
Division Manager, Corporate Responsibility, Americas; Executive Director, USA Foundation
ArcelorMittal
Chicago, IL
Marco Ugarte
Sustainability Manager
MillerCoors
Chicago, IL
Megan Weidner
Vice President, Corporate Responsibility & Sustainability
Bunge North America
St Louis, MO