Integrated Reporting Roundtable Series IV 2015

Using Integrated Reporting for Improved Shareholder Engagements

October 8, 2015

Edelman
250 Hudson Street
New York, NY

Engage

with peer companies, institutional shareholders and subject matter experts on how to use an integrated report as a tool to enhance sharing and collaboration.

Discover

the specific manner in which an integrated report can be used to better understand risk and opportunity with shareholders and stakeholders.

Apply

feedback from shareholders and incorporate recommendations year-over-year to enhance alignment and engagement discussions.

ABOUT THE PROGRAM

PROGRAM AGENDA

Time	Description
8:30–9:00 AM	Arrival & Continental Breakfast
9:00 – 9:15	Welcome Christopher P. Skroupa, Founder & CEO, Skytop Strategies
9:15–10:00	Shareholders & Companies: Partners on the Path to Integrated Reporting Co-Presenters: Erika Karp, Founder & CEO, Cornerstone Capital Group John Wilson, Head of Corporate Governance, Engagement & Research, Cornerstone Capital Group
10:00–10:15	Refreshment Break
10:15–11:00	Gathering Input from Shareholders: Using Integrated Reporting in Setting Priorities in Advance of Engagement Cycles Facilitators: Celine Solsken Ruben-Salama, Faculty Member, Master of Science Sustainability Management Program, Columbia University, Earth Institute Katie Schmitz Eulitt, Special Advisor, Skytop Strategies
11:00–11:45	Recent Samples: A Walkthrough of the Integrated Report Product Presenter: Katie Schmitz Eulitt, Special Advisor, Skytop Strategies
11:45-12:30 PM	Networking Luncheon
12:30–1:35	IR and The Changing Nature of Shareholder Engagements: From Competitive to Collaborative Facilitators: Doug Park, JD, PhD, Director, Legal Policy & Outreach, SASB Francis H. Byrd, Founder & CEO, Byrd Governance Advisory
1:35–2:40	Managing Engagement-Related Disclosures and Non-Mandated Content in the Integrated Report Facilitators: Hank Boerner, Chairman, Governance & Accountability Institute, Inc. David Hackett, Partner, Baker & McKenzie
2:40–2:55	Refreshment Break
2:55–4:00	Bringing Stakeholders into the IR Development Process: An Exploratory Discussion Between Reporter and Stakeholders Moderator: Katie Schmitz Eulitt, Special Advisor, Skytop Strategies Integrated Reporter: Giorgio Saavedra, Integrated Reporting Lead, The World Bank Institutional Investor Panelist: Cambria Allen, Corporate Governance Director, UAW Retiree Medical Benefits Trust Robert McGarrah, Counsel, Office of Investment, AFL-CIO
4:00–5:05	Reporting 2.0: Engaging All Stakeholders Facilitators: Gregg Anderson, CIA, CRMA, Director, Crowe Horwath LLP Louis Coppola, Executive Vice President & Partner, Governance & Accountability Institute, Inc.
5:05-5:35	Program Wrap-Up
5:35-6:35	Networking Reception

FACILITATORS

Cambria Allen
Corporate Governance Director
UAW Retiree Medical Benefits Trust
Detroit, MI
Gregg Anderson, CIA, CRMA
Director
Crowe Horwath LLP
Chicago, IL
Hank Boerner
Chairman
Governance & Accountability Institute, Inc.
New York, NY
Francis H. Byrd
Founder & CEO
Byrd Governance Advisory
New York, NY
Louis Coppola
Executive Vice President & Partner
Governance & Accountability Institute, Inc.
New York, NY
Katie Schmitz Eulitt
Special Advisor
Skytop Strategies
Orange County, CA
David Hackett
Partner
Baker & McKenzie
Chicago, IL

Erika Karp
Founder and CEO
Cornerstone Capital Group
New York, NY
Robert McGarrah
Counsel
Office of Investment
AFL-CIO
Washington, D.C
Doug Park, JD, PhD
Director, Legal Policy & Outreach
SASB
San Francisco, CA
Giorgio Saavedra
Integrated Reporting Lead
The World Bank
Washington D.C
Celine Solsken Ruben-Salama
Faculty Member, Master of Science Sustainability Management Program
Columbia University, Earth Institute
New York City
John Wilson
Head of Corporate Governance, Engagement & Research
Cornerstone Capital Group
New York, NY

DELEGATES

Mary Adams
Founder
Smarter-Companies
Boston, MA
Cambria Allen
Corporate Governance Director
UAW Retiree Medical Benefits Trust
Detroit, MI
Gregg Anderson, CIA, CRMA
Director
Crowe Horwath LLP
Chicago, IL
David Areson
Managing Director
Ironside Capital
Greenwich, CT
Camille Aylmer
Global Sustainability Communications Director
PepsiCo
New York, NY
Laura Berry
Executive Director
Interfaith Center on Corporate Responsibility
New York, NY
Gabi Blumberg
Director, Corporate Strategy
JUST Capital
New York, NY
Hank Boerner
Chairman
Governance & Accountability Institute, Inc.
New York, NY
Jay Bruns III
Environmental Sustainability Lead
The Hartford Financial Services Group, Inc.
Hartford, Connecticut
Philippe Burke
Portfolio Manager
Apache Capital Management
New York, NY
Francis H. Byrd
Founder & CEO
Byrd Governance Advisory
New York, NY
Joeri Carty
Manager Corporate Operational Excellence
NextEra Energy
Juno Beach, FL
Christina Caspersen
Global Director, Investor Relations
Anheuser Busch InBev
New York, NY
Danielle Chesebrough
Senior Adviser, Investor Relations
UN Global Compact
New York, NY
Louis Coppola
Executive Vice President & Partner
Governance & Accountability Institute, Inc.
New York, NY
Jennifer Cumberbatch
Human Resources Manager
RaboBank
New York, NY
Mert Demir
Research Associate
Weissman Center for International Business
Baruch College/CUNY
New York, NY
Sara DeSmith
Partner, Sustainability Assurance Leader
PricewaterhouseCoopers (PwC)
Florham Park, NJ
Stephen Donofrio
Principal & Founder
Greenpoint Innovations LLC
Brooklyn, NY
Robert Draeger
Director, Corporate EHS and Sustainability
Bristol-Myers Squibb
Plainsboro, NJ
Tricia Dunlap
Founder & Chief Executive Officer
1,000 Joules
Richmond, VA
Katie Schmitz Eulitt
Special Advisor
Skytop Strategies
Orange County, CA
Stephen Fenichell
Senior Vice President
Corporate Social Responsibility
& Communications
Bank of America
New York, NY
Matthew Gardner
Managing Partner
Sustainserv
Boston, MA
Sean Gilbert
Advisor
eRevalue
New York, NY
Bahar Gidwani
CEO
CSRHub
New York, NY
David Hackett
Partner
Baker & McKenzie
Chicago, IL
Eric Israel
Governance Expert
Mahwah, NJ

Erika Karp
Founder and CEO
Cornerstone Capital Group
New York, NY
Bernd Kasemir
Managing Partner
Sustainserv
Boston, MA
Rosemary Kelly
Vice President, Institutional Investor Relations
Broadridge Financial Solutions, Inc.
Albertson, NY
Barbara Kimmel
CEO & Co-Founder
Trust Across America
New York, NY
Kevin Kromash
Director of Projects & Systems
Framework LLC
Stamford, CT
Alec Laing
Managing Partner
Alpha Capital Advisors
Stamford, CT
Mark Lakin
VP, US Counsel
RaboBank
New York, NY
Kristen Lang
Senior Manager
Ceres
Boston, MA
Eileen Leonardo
Senior Director
RF|Binder
New York, NY
Jill Marvin
Executive Director, Global Communications
The Estée Lauder Companies
New York, NY
Robert McGarrah
Counsel
Office of Investment
AFL-CIO
Washington, D.C
Jill Metzger
Director
RF|Binder
New York, NY
Mark Milstein
Clinical Professor of Management & Director, Center for Sustainable Global Enterprise
Cornell University
Ithaca, NY
Doug Park, JD, PhD
Director, Legal Policy & Outreach
SASB
San Francisco, CA
Stephanie Potter
Vice President, Business Development and Projects
RaboBank
New York, NY
Shahnaz Radjy
Senior Communications Specialist
The Vitality Institute
New York, NY
Ricardo Rolim
Vice President, Global Sustainability
Anheuser Busch InBev
New York, NY
Matt Rutter
Senior Manager
Climate Change &
Sustainability Services
EY
New York, NY
Celine Solsken Ruben-Salama
Faculty Member, Master of Science Sustainability Management Program
Columbia University, Earth Institute
New York, NY
Giorgio Saavedra
Integrated Reporting Lead
The World Bank
Washington D.C.
Alex Schwarz
Lead Analyst, CSR-S Monitor®
Weissman Center for International Business,
Baruch College/CUNY
New York, NY
Gregg Sgambati
Managing Director,
Head of ESG Solutions
S-Network Global Indexes, Inc.
New York, NY
Jeffrey A. Smith
Partner
Crowell & Moring, LLP
New York
Lex Suvanto
Managing Director,
Financial Communications
Edelman
New York, NY
Cristina Tyler
ESG Analyst
Framework LLC
Stamford, CT
John Wilson
Head of Corporate Governance, Engagement & Research
Cornerstone Capital Group
New York, NY