Integrated Reporting Roundtable Series III 2016

Building Your Report: An Exercise from Conception to Completion
January 13, 2016
VMware
3425 Hillview Ave
Palo Alto, CA

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, integrate internal and external stakeholders in the contention development process, and finalize & 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
8:45–9:00 AM Arrival & Continental Breakfast
9:00–9:05 Opening Remarks
Christopher P. Skroupa, Founder and Chief Executive Officer, Skytop Strategies
9:05–9:35 An Integrated Reporting Case Study: SAP
Presenter:

Chris Zerlaut, Director, Product Management, Sustainability & Integrated Reporting, SAP Labs
9:35–9:55 The Clorox Story: On the Path to Integrated Reporting
Simone Strydom, ‎Senior Manager, Corporate Communications, The Clorox Company
INTERACTIVE WORKSHOP SESSIONS BEGIN
9:55–10:35 Session #1: Overview of Generic Critical Path/Project Plan
Session Facilitator:

Laurel Peacock, Senior Manager, Sustainability, NRG Energy Inc.
Session Support:
Simone Strydom, ‎Senior Manager, Corporate Communications, The Clorox Company
10:35-10:50 Plenary Feedback, Session #1
Overview of Generic Critical Path/Project Plan
Session Facilitator:

Laurel Peacock, Senior Manager, Sustainability, NRG Energy Inc.
Session Support:
Simone Strydom, ‎Senior Manager, Corporate Communications, The Clorox Company
10:50-11:05 Refreshment Break
11:05–11:45 Session #2: Creating the Outline: Materiality, Risk & Opportunity
Session Facilitator
:
Susanne Katus, Vice President, Business Development, Americas, eRevalue
Session Support:
Simone Strydom, ‎Senior Manager, Corporate Communications, The Clorox Company
11:45–12:00 PM Plenary Feedback, Session #2
Creating the Outline: Materiality, Risk & Opportunity
Session Facilitator
:
Susanne Katus, Vice President, Business Development, Americas, eRevalue
Session Support:
Simone Strydom, ‎Senior Manager, Corporate Communications, The Clorox Company
12:00–12:45 Networking Luncheon
12:45–1:25 Session #3: Writing the Report: How to Secure Quality Content
Session Facilitator:

Gregg Anderson, CIA, CRMA, Director, Crowe Horwath LLP
Session Support:
Simone Strydom, ‎Senior Manager, Corporate Communications, The Clorox Company
1:25–1:40 Plenary Feedback, Session #3
Writing the Report: How to Secure Quality Content
Session Facilitator:

Gregg Anderson, CIA, CRMA, Director, Crowe Horwath LLP
Session Support:
Simone Strydom, ‎Senior Manager, Corporate Communications, The Clorox Company
1:40–2:20 Session #4: Completing the Report & Sharing it with Institutional Shareholders
Session Facilitator
:
Kristin Sterling, Manager, Climate Change & Sustainability Services, EY
Session Support:
Simone Strydom, ‎Senior Manager, Corporate Communications, The Clorox Company
2:20–2:35 Plenary Feedback, Session #4
Completing the Report & Sharing it with Institutional Shareholders
Session Facilitator
:
Kristin Sterling, Manager, Climate Change & Sustainability Services, EY
Session Support:
Simone Strydom, ‎Senior Manager, Corporate Communications, The Clorox Company
INTERACTIVE WORKSHOP SESSIONS END
2:35–2:50 Refreshment Break
2:50–3:05 Alignment of Disclosure Frameworks: Obstacles & Opportunities
Discussion Leader:

Silvia Garrigo, Senior Fellow Corporate Responsibility and Sustainable Development & Human Rights, Retired Executive Chevron
3:05–3:45 How Does SASB Reporting Move Us Toward Integrated Reporting?
Discussion Leader:

Doug Park, JD, PhD, Director, Legal Policy & Outreach, SASB
3:45–4:25 How Does GRI G4 Reporting Move Us Toward Integrated Reporting?
Discussion Leader:

Cora Lee Mooney, Director, Learning, BrownFlynn
4:25-4:40 Roundtable Wrap-Up

SESSION LEADERS
  1. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  2. Silvia Garrigo
    Senior Fellow Corporate Responsibility
    Sustainable Development & Human Rights
    Retired Executive Chevron
    San Francisco, CA
  3. Susanne Katus
    Vice President, Business Development, Americas
    eRevalue
    New York, NY
  4. Cora Lee Mooney
    Director, Learning
    BrownFlynn
    Cleveland, OH
  1. Doug Park, JD, PhD
    Director, Legal Policy & Outreach
    SASB
    San Francisco, CA
  2. Laurel Peacock
    Senior Manager, Sustainability
    NRG Energy Inc.
    San Francisco, CA
  3. Kristin Sterling
    Manager, Climate Change & Sustainability Services
    EY
    San Francisco, CA
  4. Simone Strydom
    ‎Senior Manager, Corporate Communications
    The Clorox Company
    San Francisco, CA
  5. Chris Zerlaut
    Director, Product Management
    Sustainability & Integrated Reporting
    SAP Labs
    Palo Alto, CA
DELEGATES
  1. Nicola Acutt
    Vice President, Sustainability Strategy & Giving
    VMware
    Palo Alto, CA
  2. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  3. Sindy Braun
    Vice President
    VMware
    Palo Alto, CA
  4. Ray Cheung
    Risk Executive
    Crowe Horwath LLP
    San Francisco, CA
  5. Jenn Crutchfield
    Corporate Responsibility,
    Measurement & Reporting Lead
    Adobe
    San Francisco, CA
  6. Silvia Garrigo
    Chief Sustainability Officer
    Cuba Strategies
    Senior Fellow, Corporate Responsibility
    Sustainable Development Human Rights
    Retired Executive
    Chevron
    San Fransisco, CA
  7. Maureen Geesey
    Program Fellow, Environmental Conservation
    The Gordon & Betty Moore Foundation
    Palo Alto, CA
  8. Charles Gephart
    Analyst
    CamberView Partners
    San Francisco, CA
  9. Danielle Ginach
    Impact Manager
    Sonen Capital
    San Francisco, CA
  10. Kathleen Greenan
    Manager, Investment Responsibility
    Stanford Management Company
    Stanford, CA
  11. Tonie Hansen
    Senior Director, Corporate Responsibility
    NVIDIA
    Santa Clara, CA
  12. Ryan Hubbard
    Financial Reporting Business Consultant
    RR Donnelley
    Palo Alto, CA
  13. Tammy Bernette Haygood
    Vice President – Investments
    UBS Financial Services, Inc.
    Impact Investment Group

    San Francisco, CA
  14. Susanne Katus
    Vice President, Business Development, Americas
    eRevalue
    New York, NY
  1. Jeff Mendelsohn
    Founder & Chair
    New Leaf Paper
    Oakland, CA
  2. Cora Lee Mooney
    Director, Learning
    BrownFlynn
    Cleveland, OH
  3. Doug Park, JD, PhD
    Director, Legal Policy & Outreach
    SASB
    San Francisco, CA
  4. Laurel Peacock
    Senior Manager, Sustainability
    NRG Energy Inc.
    San Francisco, CA
  5. Todd Rahn
    Partner
    Deloitte & Touche LLP
    San Francisco, CA
  6. Chris Ratto
    Director of Sustainability
    Albertsons Safeway
    Pleasanton, CA
  7. DeAnn Sarver
    Principal Consultant
    Anthesis Group
    Emeryville, CA
  8. Mirjam Sonnleithner
    Product Manager Sustainability Solutions
    SAP
    Palo Alto
  9. Kristin Sterling
    Manager, Climate Change & Sustainability Services
    EY
    San Francisco, CA
  10. Simone Strydom
    ‎Senior Manager, Corporate Communications
    The Clorox Company
    San Francisco, CA
  11. Natasha Tuck
    Sustainability Manager, Real Estate & Workplace
    VMware
    Palo Alto, CA
  12. Elizabeth Walder
    Chief Sustainability Officer
    Integrated DNA Technologies, Inc.
    Skokie, IL
  13. Bron York
    Analyst
    SustainAbility
    Oakland, CA
  14. Chris Zerlaut
    Director, Product Management
    Sustainability & Integrated Reporting
    SAP Labs
    Palo Alto, CA

SPONSORS


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BrownFlynn
STRATEGIC PARTNER

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