Integrated Reporting Roundtable Series III 2014

Building Your Report: An Exercise from Conception to Completion
November 7, 2014
New York Stock Exchange
Wall Street
New York, NY

Engage

with peer companies, institutional shareholders and subject matter experts 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 contention development process, how to finalize and how to distribute 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

Time Description
8:30–9:15 AM Arrival & Continental Breakfast
9:15 – 9:45 Viewing of the Opening Bell
9:45–9:55 Opening Remarks & Keynote Introduction
Gunjali Trikha, Director, Corporate Social Responsibility, NYSE
9:55–10:35 Keynote Address
Better Corporate Reporting: Lessons Learned from the Past

TBD
CONCURRENT WORKSHOP BREAKOUT SESSIONS BEGIN
10:35–10:45 Introduction
Workshop Discussion Leader:

Kelle Barfield, Vice President, Integrated Communications, Entergy
10:45–11:25 CONCURRENT SESSION #1: Overview of Generic Critical Path/Project Plan
Session #1 Facilitators
by Breakout Groups A, B, C and D
Camille Aylmer, Manager, Sustainability Communications, DuPont
Susanne Katus, VP Business Development, Americas, eRevalue
Marjella Alma, Chief Executive Officer, eRevalue
Hank Boerner, Chairman, Governance & Accountability Institute, Inc.
11:25-11:40 PLENARY FEEDBACK, CONCURRENT SESSION #1
Overview of Generic Critical Path/Project Plan
Facilitators:

Kelle Barfield, Vice President, Integrated Communications, Entergy Michael P. Krzus, President, Mike Krzus Consulting
11:40-11:55 Refreshment Break
11:55–12:35 CONCURRENT SESSION #2: Creating the Outline: Materiality, Risk & Opportunity
Session #2 Facilitators
by Breakout Groups A, B, C and D
Riva Krut, Vice President & Chief Sustainability Officer, Praxair, Inc.
Christina Siun O’Connell, Director of Business Development, Americas, CRedit360
Cora Lee Mooney, Director of Learning and Senior Consultant, BrownFlynn
Matt Swibel, Director, Corporate Sustainability, Lockheed Martin
12:35–12:50 PLENARY FEEDBACK, CONCURRENT SESSION #2
Creating the Outline: One Size Does Not Fit All
Facilitators:

Kelle Barfield, Vice President, Integrated Communications, Entergy
Michael P. Krzus, President, Mike Krzus Consulting
12:50–1:35 Networking Luncheon
1:35–2:15 CONCURRENT SESSION #3: Writing the Report: How to Secure Quality Content
Session #3 Facilitators
by Breakout Groups A, B, C and D
Kevin Gould, VP & Assistant Controller, Financial Reporting, PepsiCo
Karl Pfalzgraf, Vice President, Sustainability Services, iCompli Sustainability
Michael Muyot, President, CRD Analytics
Louis Coppola, Partner & EVP, Governance & Accountability Institute, Inc.
2:15–2:30 PLENARY FEEDBACK, CONCURRENT SESSION #3
Writing the Report: How to Secure Quality Content
Facilitators:

Kelle Barfield, Vice President, Integrated Communications, Entergy
Michael P. Krzus, President, Mike Krzus Consulting
2:30–3:10 CONCURRENT SESSION #4: Completing the Report & Sharing it with Institutional Shareholders
Session #4 Facilitator:
by Breakout Groups A, B, C and D
Cambria Allen, Corporate Governance Director, UAW Retiree Medical Benefits Trust
Robert McCormick, Chief Policy Officer, Glass Lewis & Co., LLC
Mark Serwinowski, President and Founder, MetaVu, Inc.
John K.S. Wilson, Head of Corporate Governance, Engagement and Research, Cornerstone Capital Group
3:10–3:25 PLENARY FEEDBACK, CONURRENT SESSION #4
Sharing the Report with Institutional Shareholders: Feedback from Shareholders
Failitators:

Kelle Barfield, Vice President, Integrated Communications, Entergy
Michael P. Krzus, President, Mike Krzus Consulting
CONCURRENT WORKSHOP BREAKOUT SESSIONS ENDS
3:25–3:35 Refreshment Break
3:35–3:50 ALIGNMENT OF DISCLOSURE FRAMEWORKS: Obstacles and Opportunities
Discussion Leaders:

Tracey Rembert, Senior Manager of Investor Engagement, Ceres
3:50–4:30 HOW DOES SASB REPORTING MOVE US TOWARD INTEGRATED REPORTING?
Discussion Leaders:

Katie Schmitz Eulitt, Director, Stakeholder Engagement, Advisory Council Chair, SASB
Adam M. Kanzer, Esq., Managing Director & General Counsel, Domini Social Investments LLC
Brendan LeBlanc, Working Group Member, The IIRC
4:30–5:10 HOW DOES GRI G4 REPORTING MOVE US TOWARD INTEGRATED REPORTING?
Discussion Leaders:

Eric Israel, Director, GRI North America
Robert McGarrah, Counsel, Office of Investment, AFL-CIO
Brendan LeBlanc, Working Group Member, The IIRC
5:10–5:40 Closing Keynote
Outlook for Integrated Reporting: Events Around the Globe and the New Corporate Citizen

John Edelman, Managing Director,
Global Engagement and Corporate Responsibility, Edelman
5:40 Program Concludes

FACILITATORS
  1. Cambria Allen
    Corporate Governance Director
    UAW Retiree Medical
    Benefits Trust
    Detroit, MI
  2. Marjella Alma
    Chief Executive Officer
    eRevalue
    New York, NY
  3. Camille Aylmer
    Manager
    Sustainability Communications
    DuPont
    Wilmington, DE
  4. Kelle Barfield
    Vice President
    Integrated Communications
    Entergy
    New Orleans, LA
  5. Hank Boerner
    Chairman
    Governance & Accountability Institute, Inc.
    New York, NY
  6. Louis Coppola
    Partner & EVP
    Governance & Accountability Institute, Inc.
    New York, NY
  7. John Edelman
    Managing Director
    Global Engagement and
    Corporate Responsibility
    Edelman
    Chicago, IL
  8. Kevin Gould
    VP & Assistant Controller
    Financial Reporting
    PepsiCo
    Purchase, NY
  9. Eric Israel
    Director
    GRI North America
    New York, NY
  10. Adam M. Kanzer, Esq.
    Managing Director &
    General Counsel
    Domini Social Investments LLC
    New York, NY
  11. Susanne Katus
    VP Business Development, Americas
    eRevalue
    New York, NY
  12. Riva Krut
    Vice President &
    Chief Sustainability Officer
    Praxair, Inc.
    Danbury, CT
  13. Michael P. Krzus
    President
    Mike Krzus Consulting
    Chicago, IL
  14. Brendan LeBlanc
    Partner
    Climate Change and
    Sustainability Services
    Ernst & Young
    Boston, MA
  1. Rob McCord
    State Treasurer
    Pennsylvania Department of Treasury
    Harrisburg, PA
  2. Robert McCormick
    Chief Policy Officer
    Glass Lewis & Co., LLC
    San Francisco, CA
  3. Robert McGarrah
    Counsel
    Office of Investment
    AFL-CIO
    Washington, D.C.
  4. Cora Lee Mooney
    Director of Learning and
    Senior Consultant
    BrownFlynn
    Cleveland, OH
  5. Michael Muyot
    President
    CRD Analytics
    New York, NY
  6. Christina Siun O’Connell
    Director of Business Development, Americas
    CRedit360
    Chicago, IL
  7. Karl Pfalzgraf
    Vice President
    Sustainability Services
    iCompli Sustainability
    Shelton, CT
  8. Tracey Rembert
    Senior Manager
    of Investor Engagement
    Ceres
    Boston, MA
  9. Katie Schmitz Eulitt
    Director, Stakeholder Engagement,
    Advisory Council Chair
    SASB
    San Francisco, CA
  10. Mark A. Serwinowski
    President and Founder
    MetaVu, Inc.
    Denver, CO
  11. Matt Swibel
    Director
    Corporate Sustainability
    Lockheed Martin
    Bethesda, MD
  12. Gunjali Trikha
    Director
    Corporate Social Responsibility
    NYSE
    New York, NY
  13. John K.S. Wilson
    Head of Corporate Governance,
    Engagement and Research
    Cornerstone Capital Group
    New York, NY
DELEGATES
  1. Cambria Allen
    Corporate Governance Director
    UAW Retiree Medical
    Benefits Trust
    Detroit, MI
  2. Marjella Alma
    Chief Executive Officer
    eRevalue
    New York, NY
  3. Jasmine Amaso
    Senior Project Manager
    Energy & Sustainability Services
    JLL
    New York, NY
  4. Camille Aylmer
    Manager
    Sustainability Communications
    DuPont
    Wilmington, DE
  5. Kelle Barfield
    Vice President
    Integrated Communications
    Entergy
    New Orleans, LA
  6. Aleen Bayard
    Managing Partner
    Footprint Partners
    Chicago, IL
  7. Noah Shaw Becker
    Special Assistant to the Treasurer
    Pennsylvania Department of Treasury
    Harrisburg, PA
  8. Hank Boerner
    Chairman
    Governance & Accountability Institute, Inc.
    New York, NY
  9. Millicent Budhai
    Director of Corporate Governance
    NYC Comptroller’s Office
    New York, NY
  10. Carol Casazza
    Senior Manager
    Climate Change and
    Sustainability Services
    Ernst & Young
    New York, NY
  11. Joel Charron
    Vice President
    Sustainability Reporting
    iCompli Sustainability
    Houston, TX
  12. David Connor
    Director
    CSRwire / 3BL Media
    Northampton, MA
  13. Louis Coppola
    Partner & EVP
    Governance & Accountability Institute, Inc.
    New York, NY
  14. Robert Draeger
    Director
    Corporate EHS and Sustainability
    Bristol-Myers Squibb
    Princeton, NJ
  15. John Edelman
    Managing Director
    Global Engagement and
    Corporate Responsibility
    Edelman
    Chicago, IL
  16. Stephen Fenichell
    Senior Vice President
    Corporate Social Responsibility & Communications
    Bank of America
    New York, NY
  17. Kevin Gould
    VP & Assistant Controller
    Financial Reporting
    PepsiCo
    Purchase, NY
  18. Stathis Gould
    Head of PAIB
    International Federation of Accountants
    New York, NY
  19. Chris Gray
    Senior Director
    Global Institutions, Corporate Responsibility
    Pfizer, Inc.
    New York, NY
  20. Sonia Gupta
    Manager, Sustainability Disclosure and Corporate Responsibility
    Suncor Energy, Inc.
    Calgary, Canada
    New York, NY
  21. Khalid Husain
    Director
    Environmental, Social,
    and Governance Investing
    Responsible Investment
    TIAA-CREF
    New York, NY
  22. Eric Israel
    Director
    GRI North America
    New York, NY
  23. Ellen Jackowski
    Environmental Sustainability
    Strategy & Futures Planning
    Hewlett-Packard
    San Francisco, CA
  24. Laura Jordan
    Interim Assistant Treasurer, Policy
    Connecticut Office of the State Treasurer
    Hartford, CT
  25. Helle Bank Jorgensen
    Chief Executive Officer
    B. Accountability
    Toronto, Canada
  26. Adam M. Kanzer, Esq.
    Managing Director &
    General Counsel
    Domini Social Investments LLC
    New York, NY
  27. Susanne Katus
    VP Business Development, Americas
    eRevalue
    New York, NY
  28. John Keenan
    Corporate Governance Analyst
    AFSCME
    Washington, D.C.
  29. Tanya Khotin
    Head of Institutional Sales
    Cornerstone Capital Group
    New York, NY
  30. Riva Krut
    Vice President &
    Chief Sustainability Officer
    Praxair, Inc.
    Danbury, CT
  31. Michael P. Krzus
    President
    Mike Krzus Consulting
    Chicago, IL
  32. Erica Lasdon
    Senior Sustainability Analyst and Portfolio Team Manager
    Calvert Investments
    Bethesda, MD
  1. Brendan LeBlanc
    Partner
    Climate Change and
    Sustainability Services
    Ernst & Young
    Boston, MA
  2. Stewart Leeth
    Assistant Vice President
    Environmental & Corporate Affairs and Senior Counsel
    Smithfield Foods
    Smithfield, VA
  3. Jacqueline Marcus
    Account Supervisor
    Financial Communications &
    Special Situations
    Edelman
    New York, NY
  4. Robert McCormick
    Chief Policy Officer
    Glass Lewis & Co., LLC
    San Francisco, CA
  5. Robert McGarrah
    Counsel
    Office of Investment
    AFL-CIO
    Washington, D.C.
  6. Anne-Marie McGonnigal
    Advisor
    eRevalue
    New York, NY
  7. Michael Meehan
    Chief Executive
    GRI
    Amsterdam, Netherlands
  8. Cora Lee Mooney
    Director of Learning and
    Senior Consultant
    BrownFlynn
    Cleveland, OH
  9. Michael Muyot
    President
    CRD Analytics
    New York, NY
  10. Christina Siun O’Connell
    Director of Business Development, Americas
    CRedit360
    Chicago, IL
  11. Jennifer O’Dell
    Assistant Director
    Corporate Affairs
    LIUNA
    Washington, D.C.
  12. Daniel Oh
    Vice President
    Corporate Governance and Responsible Investment
    BlackRock
    New York, NY
  13. Michal Pelzig
    Senior Manager
    Sustainability
    Hess Corporation
    New York, NY
  14. Karl Pfalzgraf
    Vice President
    Sustainability Services
    iCompli Sustainability
    Shelton, CT
  15. Chris Pinney
    President & Chief Executive Officer
    High Meadows Institute, Inc.
    Boston, MA
  16. Rob Polito
    Director
    Business Development
    CRedit360
    Philadelphia, PA
  17. Tracey Rembert
    Senior Manager
    of Investor Engagement
    Ceres
    Boston, MA
  18. Matt Rutter
    Senior Manager
    Climate Change and
    Sustainability Services
    Ernst & Young
    New York, NY
  19. Katie Schmitz Eulitt
    Director, Stakeholder Engagement,
    Advisory Council Chair
    SASB
    San Francisco, CA
  20. Mark A. Serwinowski
    President and Founder
    MetaVu, Inc.
    Denver, CO
  21. Henry Shilling
    Senior Vice President
    Moody’s Analytics
    New York NY
  22. Hideki Suzuki
    Senior Corporate Governance Analyst
    Bloomberg LP
    New York, NY
  23. Matt Swibel
    Director
    Corporate Sustainability
    Lockheed Martin
    Bethesda, MD
  24. Gunjali Trikha
    Director
    Corporate Social Responsibility
    NYSE
    New York, NY
  25. Rebecca Wainess
    Senior Account Executive
    Business & Social Purpose
    Edelman
    New York, NY
  26. Janice Warren
    President
    OneReport
    Brattleboro, VT
  27. John K.S. Wilson
    Head of Corporate Governance,
    Engagement and Research
    Cornerstone Capital Group
    New York, NY
  28. George Wong
    Investment Officer
    New York State Common Retirement Fund
    New York, NY
  29. Jimmy Yan
    Trustee
    New York City Employee
    Retirement System

    New York, NY
  30. Ann Yerger
    Executive Director
    Council of Institutional Investors
    Washington, D.C.

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