Integrated Reporting Roundtable Series I 2014

Emerging Best Practices and Tools for Companies and Institutional Shareholders

January 21, 2015

Levi Strauss & Co
1155 Battery Street
San Francisco, CA

Engage

with peer companies, institutional shareholders and subject matter experts on how to assess the potential of creating an integrated report.

Discover

how to identify and address the challenges involved in creating an integrated report along with potential costs and benefits.

Apply

best practices in assessing the viability of creating an integrated report gathered through peer exchange and interaction with subject matter experts.

ABOUT THE PROGRAM

PROGRAM AGENDA

Time	Description
8:45-9:00	Opening Remarks Michael Kobori, Vice-President, Sustainability, Levi Strauss & Co.
9:00-9:15	Where Is Integrated Reporting? Outlook for U.S. and Europe Michael P. Krzus, President, Mike Krzus Consulting
9:15-10:00	Lost in the “S” Word: Why Sustainability is Fogging Up Company Aspirations for Creating Long Term Value Facilitators: Tracey Rembert, Senior Manager of Investor Engagement, Ceres Mark A. Serwinowski, President and Founder, MetaVu, Inc.
10:00-10:15	Refreshment Break
10:15-11:00	Connectivity of Capital and Core Risks: When to Employ a Holistic Approach in Aligning Risk, Capital and Opportunity Facilitators: Susanne Katus, VP Business Development, Americas, eRevalue Deb Martin, Associate Director, Stakeholder Engagement, SASB
11:00-11:45	A Window into a Company’s Future: What Does Integrated Reporting Offer Institutional Shareholders in Helping to Make Better Buy, Sell or Hold Decisions? Facilitators: Michael Muyot, President, CRD Analytics Evan Harvey, Director of Corporate Responsibility, Nasdaq
11:45-1:15	Tools & Engagement Tips for Companies and Institutional Shareholders: How to Assess the Tie-In between Value Creation and Management of Capital, Risk and Opportunity Facilitators: Anne Sheehan, Director of Corporate Governance, California State Teachers’ Retirement System Aleen Bayard, Managing Partner, Footprint Partners
1:15	Closing Remarks

FACILITATORS

Aileen Bayard
Managing Partner
Footprint Partners
Chicago, IL
Evan Harvey
Director of Corporate Responsibility
Nasdaq
Washington, DC
Susanne Katus
VP Business Development, Americas
eRevalue
New York, NY
Michael Kobori
Vice-President, Sustainability
Levi Strauss & Co.
San Francisco, CA
Michael P. Krzus
President
Mike Krzus Consulting
Chicago, IL

Deb Martin
Associate Director
Strakeholder Engagement
SASB
San Francisco, CA
Michael Muyot
President
CRD Analytics
New York, NY
Tracey Rembert
Senior Manager
of Investor Engagement
Ceres
Boston, MA
Mark A. Serwinowski
President and Founder
MetaVu, Inc.
Denver, CO
Anne Sheehan
Director of Corporate Governance
California State Teachers’ Retirement System
West Sacramento, CA

DELEGATES

Andrea Acosta
Assistant, Corporate Controller
Levi Strauss & Co.
San Francisco, CA
Karen Alonardo
CEO
CSRware, Inc
San Francisco, CA
Aleen Bayard
Managing Partner
Footprint Partners
Chicago, IL
Gwen Le Berre
Director – Proxy & Governance
Charles Schwab Investment Management
San Francisco, CA
Robyn Bew
Director of Research
National Association of
Corporate Directors
Washington, DC
David Botset
Director – Product Strategy & Development
Charles Schwab Investment Management
San Francisco, CA
Rebecca Boyles
Senior Stakeholder
Engagement Manager
Future 500
San Francisco, CA
Verity Chegar
ESG Analyst
Allianz Global Investors
San Francisco, CA
Ron Clark
Director, Corporate
Development
Levi Strauss & Co.
San Francisco, CA
John DeRose
Executive Director
EY
Denver, CO
Chris Doherty
Senior Manager, Climate Change
And Sustainability Services
EY
San Francisco, CA
Desirae Early
Manager Sustainability,
Business Integration
Levi Strauss & Co.
San Francisco, CA
John Edelman
Managing Director
Global Engagement and
Corporate Responsibility
Edelman
Chicago, IL
Ken Fox
Director, Sustainability
Integration & Reporting
Levi Strauss & Co.
San Francisco, CA
Danielle Fugere
President & Chief Counsel
As You Sow
Oakland, CA
Silvia Garrigo
Manager Stockholder Engagements
Chevron
San Francisco
Tonie Hansen
Senior Director,
Corporate Responsibility
NVIDIA
Santa Clara, CA
Evan Harvey
Director of Corporate Responsibility
Nasdaq
Washington, DC
Eric Israel
Director
GRI North America
New York, NY
Ellen Jackowski
Environmental Sustainability
Strategy & Futures Planning
Hewlett-Packard
San Francisco, CA
Helle Bank Jorgensen
Chairman
eRevalue Ltd
Toronto, Canada
Maria Kamin
ESG Research Manager
Parnassus Investments
San Francisco, CA
Susanne Katus
VP Business Development, Americas
eRevalue
New York, NY
Michael Kobori
Vice-President, Sustainability
Levi Strauss & Co.
San Francisco, CA
Michael P. Krzus
President
Mike Krzus Consulting
Chicago, IL
Elizabeth Liedel
Corporate Sustainability
Representative
PG&E
San Francisco, CA

Robyn Luhning
Vice President,
Environmental and Social
Risk Management
Wells Fargo
San Francisco, CA
Marian Macindoe
Advisor, Global Issues
and Public Policy
Chevron
San Ramon, CA
Deb Martin
Associate Director,
Stakeholder Engagement
SASB
San Francisco, CA
Michael Muyot
President
CRD Analytics
New York, NY
Yumi Narita
Vice President
BlackRock
San Francisco, CA
Chris Ogle
Vice President, Finance
Levi Strauss & Co.
San Francisco
Mary O’Malley
Vice President
Environment and Sustainability
Prudential
Newark, NJ
Linda Qian
CSR Communications Manager
Intel Corporation
Chandler, AZ
Shahnaz Radjy
Senior Communications Specialist
Vitality Institute
New York, NY
Chris Ratto
Director of Sustainability
Safeway Inc.
Pleasanton, CA
Tracey Rembert
Senior Manager
of Investor Engagement
Ceres
Boston, MA
Amber Rensen
Director, Digital
Social Media
Levi Strauss & Co.
San Francisco, CA
Douglas Sabo
VP, Head of Corporate Philanthropy
& Responsibility
Visa Inc.
San Francisco, CA
Marissa Saretsky
Manager of Reporting,
Social & Environmental
Responsibility
Gap Inc.
San Francisco, CA
Mark A. Serwinowski
President and Founder
MetaVu, Inc.
Denver, CO
Anne Sheehan
Director of Corporate Governance
California State Teachers’ Retirement System
West Sacramento, CA
Brendon Steele
Senior Stakeholder
Engagement Manager
Future 500
San Francisco, CA
Simone Strydom
Manager,
Corporate Communications
The Clorox Company
Oakland, CA
Byron Thayer
Manager, Performance &
Reporting-Global & Americas
Levi Strauss & Co.
San Francisco, CA
Dana Veeder
Associate General Counsel
Gap Inc.
San Francisco, CA
Claire Veuthey
Research Analyst
Nelson Capital Management
(Wells Fargo)
Foster City, CA
Anna Walker
Senior Director, Global
Government Affairs
Levi Strauss & Co.
San Francisco, CA
Jason Walters
Senior Manager of Reporting,
Social & Environmental Responsibility
Gap Inc.
San Francisco, CA
Angela Leung Wasmer
Director,
Global Public Affairs
Gap Inc.
San Francisco, CA
Michelle Crozier Yates
Director, Corporate Responsibility
Adobe
Executive Director
Adobe Foundation
San Jose, CA