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
  1. Cambria Allen
    Corporate Governance Director
    UAW Retiree Medical Benefits Trust
    Detroit, MI
  2. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  3. Hank Boerner
    Chairman
    Governance & Accountability Institute, Inc.
    New York, NY
  4. Francis H. Byrd
    Founder & CEO
    Byrd Governance Advisory
    New York, NY
  5. Louis Coppola
    Executive Vice President & Partner
    Governance & Accountability Institute, Inc.
    New York, NY
  6. Katie Schmitz Eulitt
    Special Advisor
    Skytop Strategies
    Orange County, CA
  7. David Hackett
    Partner
    Baker & McKenzie
    Chicago, IL
  1. Erika Karp
    Founder and CEO
    Cornerstone Capital Group
    New York, NY
  2. Robert McGarrah
    Counsel
    Office of Investment
    AFL-CIO
    Washington, D.C
  3. Doug Park, JD, PhD
    Director, Legal Policy & Outreach
    SASB
    San Francisco, CA
  4. Giorgio Saavedra
    Integrated Reporting Lead
    The World Bank
    Washington D.C
  5. Celine Solsken Ruben-Salama
    Faculty Member, Master of Science Sustainability Management Program
    Columbia University, Earth Institute
    New York City
  6. John Wilson
    Head of Corporate Governance, Engagement & Research
    Cornerstone Capital Group
    New York, NY
DELEGATES
  1. Mary Adams
    Founder
    Smarter-Companies
    Boston, MA
  2. Cambria Allen
    Corporate Governance Director
    UAW Retiree Medical Benefits Trust
    Detroit, MI
  3. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  4. David Areson
    Managing Director
    Ironside Capital
    Greenwich, CT
  5. Camille Aylmer
    Global Sustainability Communications Director
    PepsiCo
    New York, NY
  6. Laura Berry
    Executive Director
    Interfaith Center on Corporate Responsibility
    New York, NY
  7. Gabi Blumberg
    Director, Corporate Strategy
    JUST Capital
    New York, NY
  8. Hank Boerner
    Chairman
    Governance & Accountability Institute, Inc.
    New York, NY
  9. Jay Bruns III
    Environmental Sustainability Lead
    The Hartford Financial Services Group, Inc.
    Hartford, Connecticut
  10. Philippe Burke
    Portfolio Manager
    Apache Capital Management
    New York, NY
  11. Francis H. Byrd
    Founder & CEO
    Byrd Governance Advisory
    New York, NY
  12. Joeri Carty
    Manager Corporate Operational Excellence
    NextEra Energy
    Juno Beach, FL
  13. Christina Caspersen
    Global Director, Investor Relations
    Anheuser Busch InBev
    New York, NY
  14. Danielle Chesebrough
    Senior Adviser, Investor Relations
    UN Global Compact
    New York, NY
  15. Louis Coppola
    Executive Vice President & Partner
    Governance & Accountability Institute, Inc.
    New York, NY
  16. Jennifer Cumberbatch
    Human Resources Manager
    RaboBank
    New York, NY
  17. Mert Demir
    Research Associate
    Weissman Center for International Business
    Baruch College/CUNY
    New York, NY
  18. Sara DeSmith
    Partner, Sustainability Assurance Leader
    PricewaterhouseCoopers (PwC)
    Florham Park, NJ
  19. Stephen Donofrio
    Principal & Founder
    Greenpoint Innovations LLC
    Brooklyn, NY
  20. Robert Draeger
    Director, Corporate EHS and Sustainability
    Bristol-Myers Squibb
    Plainsboro, NJ
  21. Tricia Dunlap
    Founder & Chief Executive Officer
    1,000 Joules
    Richmond, VA
  22. Katie Schmitz Eulitt
    Special Advisor
    Skytop Strategies
    Orange County, CA
  23. Stephen Fenichell
    Senior Vice President
    Corporate Social Responsibility
    & Communications
    Bank of America
    New York, NY
  24. Matthew Gardner
    Managing Partner
    Sustainserv
    Boston, MA
  25. Sean Gilbert
    Advisor
    eRevalue
    New York, NY
  26. Bahar Gidwani
    CEO
    CSRHub
    New York, NY
  27. David Hackett
    Partner
    Baker & McKenzie
    Chicago, IL
  28. Eric Israel
    Governance Expert
    Mahwah, NJ
  1. Erika Karp
    Founder and CEO
    Cornerstone Capital Group
    New York, NY
  2. Bernd Kasemir
    Managing Partner
    Sustainserv
    Boston, MA
  3. Rosemary Kelly
    Vice President, Institutional Investor Relations
    Broadridge Financial Solutions, Inc.
    Albertson, NY
  4. Barbara Kimmel
    CEO & Co-Founder
    Trust Across America
    New York, NY
  5. Kevin Kromash
    Director of Projects & Systems
    Framework LLC
    Stamford, CT
  6. Alec Laing
    Managing Partner
    Alpha Capital Advisors
    Stamford, CT
  7. Mark Lakin
    VP, US Counsel
    RaboBank
    New York, NY
  8. Kristen Lang
    Senior Manager
    Ceres
    Boston, MA
  9. Eileen Leonardo
    Senior Director
    RF|Binder
    New York, NY
  10. Jill Marvin
    Executive Director, Global Communications
    The Estée Lauder Companies
    New York, NY
  11. Robert McGarrah
    Counsel
    Office of Investment
    AFL-CIO
    Washington, D.C
  12. Jill Metzger
    Director
    RF|Binder
    New York, NY
  13. Mark Milstein
    Clinical Professor of Management & Director, Center for Sustainable Global Enterprise
    Cornell University
    Ithaca, NY
  14. Doug Park, JD, PhD
    Director, Legal Policy & Outreach
    SASB
    San Francisco, CA
  15. Stephanie Potter
    Vice President, Business Development and Projects
    RaboBank
    New York, NY
  16. Shahnaz Radjy
    Senior Communications Specialist
    The Vitality Institute
    New York, NY
  17. Ricardo Rolim
    Vice President, Global Sustainability
    Anheuser Busch InBev
    New York, NY
  18. Matt Rutter
    Senior Manager
    Climate Change &
    Sustainability Services
    EY
    New York, NY
  19. Celine Solsken Ruben-Salama
    Faculty Member, Master of Science Sustainability Management Program
    Columbia University, Earth Institute
    New York, NY
  20. Giorgio Saavedra
    Integrated Reporting Lead
    The World Bank
    Washington D.C.
  21. Alex Schwarz
    Lead Analyst, CSR-S Monitor®
    Weissman Center for International Business,
    Baruch College/CUNY
    New York, NY
  22. Gregg Sgambati
    Managing Director,
    Head of ESG Solutions
    S-Network Global Indexes, Inc.
    New York, NY
  23. Jeffrey A. Smith
    Partner
    Crowell & Moring, LLP
    New York
  24. Lex Suvanto
    Managing Director,
    Financial Communications
    Edelman
    New York, NY
  25. Cristina Tyler
    ESG Analyst
    Framework LLC
    Stamford, CT
  26. John Wilson
    Head of Corporate Governance, Engagement & Research
    Cornerstone Capital Group
    New York, NY

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cornerstone capital
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