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
  1. Aileen Bayard
    Managing Partner
    Footprint Partners
    Chicago, IL
  2. Evan Harvey
    Director of Corporate Responsibility
    Nasdaq
    Washington, DC
  3. Susanne Katus
    VP Business Development, Americas
    eRevalue
    New York, NY
  4. Michael Kobori
    Vice-President, Sustainability
    Levi Strauss & Co.
    San Francisco, CA
  5. Michael P. Krzus
    President
    Mike Krzus Consulting
    Chicago, IL
  1. Deb Martin
    Associate Director
    Strakeholder Engagement
    SASB
    San Francisco, CA
  2. Michael Muyot
    President
    CRD Analytics
    New York, NY
  3. Tracey Rembert
    Senior Manager
    of Investor Engagement
    Ceres
    Boston, MA
  4. Mark A. Serwinowski
    President and Founder
    MetaVu, Inc.
    Denver, CO
  5. Anne Sheehan
    Director of Corporate Governance
    California State Teachers’ Retirement System
    West Sacramento, CA
DELEGATES
    1. Andrea Acosta
      Assistant, Corporate Controller
      Levi Strauss & Co.
      San Francisco, CA
    2. Karen Alonardo
      CEO
      CSRware, Inc
      San Francisco, CA
    3. Aleen Bayard
      Managing Partner
      Footprint Partners
      Chicago, IL
    4. Gwen Le Berre
      Director – Proxy & Governance
      Charles Schwab Investment Management
      San Francisco, CA
    5. Robyn Bew
      Director of Research
      National Association of
      Corporate Directors

      Washington, DC
    6. David Botset
      Director – Product Strategy & Development
      Charles Schwab Investment Management
      San Francisco, CA
    7. Rebecca Boyles
      Senior Stakeholder
      Engagement Manager
      Future 500
      San Francisco, CA
    8. Verity Chegar
      ESG Analyst
      Allianz Global Investors
      San Francisco, CA
    9. Ron Clark
      Director, Corporate
      Development
      Levi Strauss & Co.
      San Francisco, CA
    10. John DeRose
      Executive Director
      EY
      Denver, CO
    11. Chris Doherty
      Senior Manager, Climate Change
      And Sustainability Services
      EY
      San Francisco, CA
    12. Desirae Early
      Manager Sustainability,
      Business Integration
      Levi Strauss & Co.
      San Francisco, CA
    13. John Edelman
      Managing Director
      Global Engagement and
      Corporate Responsibility
      Edelman
      Chicago, IL
    14. Ken Fox
      Director, Sustainability
      Integration & Reporting
      Levi Strauss & Co.
      San Francisco, CA
    15. Danielle Fugere
      President & Chief Counsel
      As You Sow
      Oakland, CA
    16. Silvia Garrigo
      Manager Stockholder Engagements
      Chevron
      San Francisco
    17. Tonie Hansen
      Senior Director,
      Corporate Responsibility
      NVIDIA
      Santa Clara, CA
    18. Evan Harvey
      Director of Corporate Responsibility
      Nasdaq
      Washington, DC
    19. Eric Israel
      Director
      GRI North America
      New York, NY
    20. Ellen Jackowski
      Environmental Sustainability
      Strategy & Futures Planning
      Hewlett-Packard
      San Francisco, CA
    21. Helle Bank Jorgensen
      Chairman
      eRevalue Ltd
      Toronto, Canada
    22. Maria Kamin
      ESG Research Manager
      Parnassus Investments
      San Francisco, CA
    23. Susanne Katus
      VP Business Development, Americas
      eRevalue
      New York, NY
    24. Michael Kobori
      Vice-President, Sustainability
      Levi Strauss & Co.
      San Francisco, CA
    25. Michael P. Krzus
      President
      Mike Krzus Consulting
      Chicago, IL
    26. Elizabeth Liedel
      Corporate Sustainability
      Representative
      PG&E
      San Francisco, CA
  1. Robyn Luhning
    Vice President,
    Environmental and Social
    Risk Management
    Wells Fargo
    San Francisco, CA
  2. Marian Macindoe
    Advisor, Global Issues
    and Public Policy
    Chevron
    San Ramon, CA
  3. Deb Martin
    Associate Director,
    Stakeholder Engagement
    SASB
    San Francisco, CA
  4. Michael Muyot
    President
    CRD Analytics
    New York, NY
  5. Yumi Narita
    Vice President
    BlackRock
    San Francisco, CA
  6. Chris Ogle
    Vice President, Finance
    Levi Strauss & Co.
    San Francisco
  7. Mary O’Malley
    Vice President
    Environment and Sustainability
    Prudential
    Newark, NJ
  8. Linda Qian
    CSR Communications Manager
    Intel Corporation
    Chandler, AZ
  9. Shahnaz Radjy
    Senior Communications Specialist
    Vitality Institute
    New York, NY
  10. Chris Ratto
    Director of Sustainability
    Safeway Inc.
    Pleasanton, CA
  11. Tracey Rembert
    Senior Manager
    of Investor Engagement
    Ceres
    Boston, MA
  12. Amber Rensen
    Director, Digital
    Social Media
    Levi Strauss & Co.
    San Francisco, CA
  13. Douglas Sabo
    VP, Head of Corporate Philanthropy
    & Responsibility
    Visa Inc.
    San Francisco, CA
  14. Marissa Saretsky
    Manager of Reporting,
    Social & Environmental
    Responsibility
    Gap Inc.
    San Francisco, CA
  15. Mark A. Serwinowski
    President and Founder
    MetaVu, Inc.
    Denver, CO
  16. Anne Sheehan
    Director of Corporate Governance
    California State Teachers’ Retirement System
    West Sacramento, CA
  17. Brendon Steele
    Senior Stakeholder
    Engagement Manager
    Future 500
    San Francisco, CA
  18. Simone Strydom
    Manager,
    Corporate Communications
    The Clorox Company
    Oakland, CA
  19. Byron Thayer
    Manager, Performance &
    Reporting-Global & Americas
    Levi Strauss & Co.
    San Francisco, CA
  20. Dana Veeder
    Associate General Counsel
    Gap Inc.
    San Francisco, CA
  21. Claire Veuthey
    Research Analyst
    Nelson Capital Management
    (Wells Fargo)

    Foster City, CA
  22. Anna Walker
    Senior Director, Global
    Government Affairs
    Levi Strauss & Co.
    San Francisco, CA
  23. Jason Walters
    Senior Manager of Reporting,
    Social & Environmental Responsibility
    Gap Inc.
    San Francisco, CA
  24. Angela Leung Wasmer
    Director,
    Global Public Affairs
    Gap Inc.
    San Francisco, CA
  25. Michelle Crozier Yates
    Director, Corporate Responsibility
    Adobe
    Executive Director
    Adobe Foundation
    San Jose, CA

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