Summit resources available for CECP coalition companies via MyCECP login at cecp.co

Save the Date: 2020 CECP Summit, May 18-20

2019 CECP Summit Summary Report

“The best part of the CECP Accelerate Communities was that we came away with tangible recommendations and action items for the larger group, and for any company, the tools to accelerate movement on those issues.”HEATHER NESLE, NEW YORK LIFE INSURANCE COMPANY

“Over the past twenty years, CSR has changed from what a company gives to what a company does. Employees have played a critical role in this shift—serving their communities and causes that are aligned with their passions and company values.” TIMOTHY J. MCCLIMON, AMERICAN EXPRESS

“We are considered a sustainable company, but we became aware that conventional cotton was a serious polluter and our best-seller was a cotton pant. I gathered people and talked about the problem. Going organic would cost us 15% more, but we split the cost with our customer. It broke open the idea of how much pollution comes from clothing, with only 1% of the world’s cotton as organic.”EILEEN FISHER, EILEEN FISHER

“As an electric company, we recognize that we play a role in climate change and carbon emissions. But this can be an opportunity for those who want it to be, because our actions can actually move the needle. Since 2014, we have reduced our total carbon emissions by 37%, equivalent to taking 5.5 million cars off the roads or almost double the impact of the 3.5 million electric vehicles on the road.” MAURICO GUTIERREZ, NRG

“For those in a position of helping, I ask that you examine what “competition” means for the people in which you are investing your resources. When you’re making investments, think of other organizations with similar missions as potential partners, instead of competitors. I know that Feeding America will. We can do this together.” CLAIRE BABINEAUX-FONTENOT,

FEEDING AMERICA

“Sometimes a crisis can bring out your best thinking. The financial downturn prompted a lot of soul searching on how we view our role in society. As a result, we revamped our philanthropic strategy and tied it more closely to our approach to responsible growth.” KERRY SULLIVAN, BANK OF AMERICA

“It’s a miraculous moment when you see that somebody can actually eradicate a problem that is afflicting hundreds of thousands of today’s young men and women, and does so with such great ease.” LORD DR. MICHAEL HASTINGS, KPMG

“We have not progressed as a country as fast as we can to address addiction. Businesses all across America are bearing the burden of lower productivity, higher turnover, and higher costs. And people are being silenced and shamed. Help us drag addiction out from the shadows, into our hearts. I can’t imagine a more perfect expression of humanity.” GARY MENDELL, SHATTERPROOF

“Everything we did to reinvent the company began internally, using kindness, guided by math, to gain the trust of our employees. Once we saw an impact with our people, it cascaded to impact our consumers, with an 90% NPS score. Ultimately, our shareholders benefited through topline growth and risk management, such as 90%+ declines in workers compensation claims, which brought triple-digit equity returns.” JAMES RHEE, ASHLEY STEWART

The annual CECP Summit is an experience that brings together nearly 300 corporate leaders who drive social strategies at the world’s largest companies. This vital corporate network engages and learns together, offering powerful insights on trends, partnerships, and the business case to advance companies’ role as a force for good in society.

2019 Summit: Leading through Complexity

SOCIAL MEDIA ENGAGEMENT

advocate

rearchitect systems

renew

DATA

GET THERE FAST

MULTI-LOC AL

solutionsimpact

purposeful & practicalpersonalAUTHENTIC

HUMANITY

equity

teamsSTORIES

INCUBATORKINDNESS AND MATHCREATE BEAUTY TRUST

TRANSFORM

barter with other business unitsMEASURE THE INVISIBLE

PROFOUND QUESTIONS

WE CAN DO MORE

CARBON

change minds, change the worldLEADER

SPEND TIMEvision eradicate affliction

systems

SELECT 2019 SUMMIT ATTENDEE LIVE POLLING RESULTS:

60%DON’T QUESTION THE WORTH OF THEIR CORPORATE FOUNDATION.

31%BELIEVE CEO ACTIVISM, CHOOSING FROM A LIST OF SOCIAL INVESTMENTS, HAD THE MOST IMPACT LAST YEAR.

70%PREDICT THEY WILL “INCREASE THE WAYS THEIR COMPANY LEVERS ITS FOUNDATION” IN THE NEXT 3 YEARS.

3000Years of Experience

Market Cap

$14.9 billion

10 millionHours of employee volunteering

$7 trillion

Audience ProfileCorporate social investment leaders at companies representing:

Societal Investment

The CECP Data Insights team presented findings from Investing in Society, an assessment of corporate purpose. A variety of indicators, including Giving in Numbers, the unrivaled leader in benchmarking on corporate social investment, show that corporate purpose is on the rise.

CECP Research Community investments remain strong and continue to grow: Median total giving increased by 10%, from $23.2 million to $25.5 million (2016 vs. 2018). Also, six out of ten companies increased total giving by at least 2% in the last three years.

Measurement of business value of employee engagement and community investments are aligned, with opportunity for growth: The percentages of companies that measured the business value of community investments in 2018 through employee and brand/customer metrics (43% and 33% respectively) were slightly higher than the percentage of companies that measured the business value of employee engagement initiatives in 2018 (30%).

Employee Engagement reflected mixed performance: Volunteer participation rates continued increasing, along with the percentage of companies offering more volunteer programs with some level of schedule flexibility and access for employees. However, the monetary value of employee monetary matching-gift contributions decreased in the last three years (-6%). When polled about this trend, the Summit audience provided insight that the two potential reasons for this decrease were: reductions in budgets (e.g., lowering match ratio) and employees giving at lower amounts.

Shannon Schuyler - Principal, Chief Purpose Officer and Responsible Business Leader of PwC US; President of the PwC Charitable Foundation, Inc.

The Charles H. Moore Award for Leadership in Corporate Community Engagement celebrates a corporate affairs professional who demonstrates perseverance in the pursuit of societal advancement.

2019 Charles H. Moore Award

Attending CompaniesAbbott LaboratoriesAlcoa Inc.Ally FinancialAltria Group, Inc.Ameren CorporationAmerican Airlines Group Inc.American ExpressAmerican International Group, Inc.AmerisourceBergen CorporationAnheuser-Busch InBevAOL/Huffington Post Media GroupAPCO WorldwideApplied Materials, Inc.Arconic Inc.Ashley StewartAssurant, Inc.AstraZenecaAT&T Inc.Bank of America CorporationBarclaysBDBest Buy Co., Inc.Blackbaud, Inc.BlackRockBNY MellonBristol-Myers Squibb CompanyBrookfield Asset Management Inc.Campbell Soup CompanyCapital One Financial CorporationCarlson Holdings, Inc.CarMaxCatalentCenterPoint Energy, Inc.Chubb LimitedCisco Systems

CIT Group Inc.CITGO Petroleum CorporationCitiCitizens BankCognizant Technology Solutions

CorporationComcast NBCUniversalConocoPhillipsConsolidated Edison, Inc.Constellation Brands, Inc.Corteva AgriscienceCredit SuisseDarden Restaurants, Inc.Dell Inc.Deutsche BankDiscovery EducationDowDTE Energy CompanyDun & Bradstreet, Inc.Ecolab Inc.EdelmanEILEEN FISHER, Inc.Entergy CorporationEquinix, Inc.Exelon CorporationFMC CorporationGap Inc.General Electric CompanyGenworth Financial, Inc.GSKGuardian Life Insurance Company

of AmericaHerman Miller, Inc.HSBC Bank USAIBM Corporation

Interpublic GroupJM Family Enterprises, Inc.Johnson & JohnsonJPMorgan Chase & Co.Kimberly-Clark CorporationKPMG LLPLand O’Lakes, Inc.Maala - Business for Social

ResponsibilityMacquarie GroupMacy’s, Inc.MastercardMedtronic PLCMerck & Co., Inc.MGM Resorts InternationalMitsubishi Corporation (Americas)Moody’s CorporationNew York Life Insurance CompanyNewman’s OwnNielsen Holdings plcNorthwestern MutualNovo Nordisk Inc.NRG Energy, IncOppenheimer Holdings Inc.PayPalPepsiCoPfizer IncPirelliPitney Bowes Inc.PricewaterhouseCoopers LLPPrincipal Financial GroupPrudential Financial, Inc.Public Service Enterprise Group

IncorporatedQualcomm Incorporated

Quest Diagnostics IncorporatedRHR International LLPRoyal Bank of CanadaS&P Global Inc.SalesforceSamsung Electronics America, Inc.Sidley Austin LLPStarwood Capital GroupState Farm Insurance CompaniesSynchrony FinancialT. Rowe Price Group, Inc.TakedaTapestry, Inc.Tata Consultancy ServicesThe Allstate CorporationThe Coca-Cola CompanyThe HartfordThe Mosaic CompanyThe NASDAQ Stock MarketThe Travelers Companies, Inc.The Walt Disney CompanyTIAAU.S. BancorpUBSUnitedHealth GroupUPSUSA TodayUSAAVanguardVerizon Communications Inc.Viacom Inc.Voya Financial, Inc.Weil, Gotshal & Manges LLPWells Fargo & CompanyWynn Resorts Ltd

Summit Sponsors 20th Anniversary Sponsors

2019 SUMMIT AGENDA MONDAY, MAY 20, 2019

CECP Accelerate Community Meetings (community members only)

Welcome Reception

TUESDAY, MAY 21, 2019NETWORKING BREAKFAST

CECP Opening Remarks and Welcome • Daryl Brewster, CEO, CECP

Trend Talks: 2019 Trust Barometer: Evolving Expectations • Russell Dubner, President & Chief Executive Officer, Edelman US

Trend Talks: Action and Solutions: Using Al to Empower • Riley Jones, Co-founder, Bloc

OPENING KEYNOTE:

Front and Center: The D&I Imperative • Balaji Ganapathy, Head of Workforce Effectiveness, Tata Consultancy Services • Ed Martinez, President, The UPS Foundation; Chief Diversity & Inclusion Officer, UPS • Courtney Murphy, Director, Strategic Partnerships, CECP • Will Neville-Rehbehn, Vice President of Inclusion, Culture & Talent, Prudential Financial, Inc. •Tanya Odom, Global Diversity and Inclusion, Consultant and Coach

BREAKOUT SESSIONS:

A Changing Workplace and the CSR Role • Mylayna Albright, Assistant Vice President for Corporate Social Responsibility, AT&T • Cindy Penney, Global Human Resources Director, Corporate Resource Units, Arconic Inc. • Paul Lipinski, People & Change US Leader, KPMG LLP

Going Global: Volunteer Strategies that Work • Manu Juneja, Head of Employee Volunteering, GSK • Monica Moradkhan, Vice President of Community Relations, Wynn Resorts • Sue Stephenson, Co-Founder & Interim CEO, IMPACT2030

Media Shaping the CSR Narrative • Jo Confino, Executive Editor, Impact & Innovation and Editorial Director of What’s Working, HuffPost • Michelle Genece Patterson, Senior Producer, CNN Heroes • Kevin Grant, Co-founder & Executive Editor, The GroundTruth Project • Fara Warner, Project Leader, Solutions Journalism Network

NETWORKING LUNCH

CECP Trends: Investing in Purpose: CECP Trends and Unrivaled Benchmarking • Carmen Perez, Senior Director, Data Insights, CECP

• André Solorzano, Senior Manager, Data Insights, CECP

I am Ashley Stewart • Charisse Jones, Author, Commentator and USA Today Journalist • James Rhee, Executive Chairman and CEO, Ashley Stewart

BREAKOUT SESSIONS:

An Enterprise-Wide CSR Approach • Paurvi Bhatt, Vice President of Medtronic Philanthropy and President of Medtronic Foundation, Medtronic, PLC • Reba Dominski, Chief Social Responsibility Officer, U.S. Bancorp • Carol Cone, CEO, Carol Cone ON PURPOSE

Building Capacity for Greater Impact • Sue Duchak, Senior Manager, Corporate Relations, The Allstate Foundation • Diane Englet, Senior Director, Community Relations, CenterPoint Energy • Kelly Giordano, Managing Director, Newman’s Own Foundation • Brad Smith, President, Candid

Metrics and Materiality and Measuring up – Oh My! • Beck Bailey, Acting Director, Workplace Equality Program, Human Rights Campaign Foundation • Bridget Ferrari, Associate Director, Responsible Sourcing, Takeda • Alyson Genovese, Head of Regional Hub: United States and Canada, GRI • Carmen Perez, Senior Director, Data Insights, CECP

Rewind and Fast-Forward: 20 Year Reflections and Predictions from the Field • Timothy J. McClimon, President of the American

Express Foundation; Sr. Vice President for Corporate Social Responsibility, American Express • Kerry Sullivan, President, Bank of America Charitable Foundation, Bank of America Corporation • Kari Niedfeldt-Thomas, Managing Director, CECP

Trend Talks: From Idea to Action • Nohémie Mawaka, Founder, Stats Congo • Tony Schwartz, CEO and Founder, The Energy Project

CECP SUMMIT COCKTAIL NETWORKING RECEPTION

WEDNESDAY, MAY 22, 2019NETWORKING BREAKFAST: TABLES BY ACCELERATE COMMUNITIES

New Discoveries: CECP Accelerate Communities • Jessica Anderson, North America Giving Manager, Dell • Paurvi Bhatt, Vice President of Medtronic Philanthropy and President of Medtronic Foundation, Medtronic, PLC • Nandika Madgavkar, Senior Director, Strategic Investor Initiative, CECP • Sujata Narayan, Director, Corporate Citizenship, Equinix, Inc. • Heather Nesle, President, New York Life Foundation Vice President, New York Life Insurance Company • Kari Niedfeldt-Thomas, Managing Director, CECP • Courtney Murphy, Director, Strategic Partnerships, CECP

OPENING KEYNOTE:

Global Progress & Possibilities • Lord Dr. Michael Hastings CBE, Global Head of Citizenship, KPMG International

BREAKOUT SESSIONS:

Great (Societal) Expectations: Communicating Your Values When it Matters Most • Steve Solomon, Vice President, Corporate Relations,

Exelon Corporation President, Exelon Foundation,

Exelon Corporation • Tyler Spalding, Director, Corporate Affairs, PayPal • Tina-Marie Adams, North America Head of Growth Initiatives, APCO Worldwide

Innovation and Productivity in the Age of Corporate Purpose • Rebecca Henderson, John and Natty McArthur

University Professor, Harvard Business School

The Future of Corporate Foundations • Jon Banner, Executive Vice President, Global Communications and President, PepsiCo Foundation, PepsiCo • Justina Nixon-Saintil, Director, Corporate Social Responsibility, Verizon • Florencia Spangaro, Director of Programs, Citi • Kari Niedfeldt-Thomas, Managing Director, CECP

Data & Tech for Impact • Balaji Ganapathy, Head of Workforce Effectiveness, Tata Consultancy Services • Ali Marano, Global Head of Technology for Social Good and Emerging Talent Programs – Firmwide, JPMorgan Chase & Co. • Rachel Richter, VP, Analytics & Insights; Leader, Global Corporate Citizenship, Dun & Bradstreet • Mercedes Escala, Director of Corporate Citizenship Initiatives, IBM

Employee Resource Groups as a Force for Good • Lauren Stanley, Vice President, RBC Capital Markets and Donations Manager, RBC Foundation USA— Capital Markets • Sandye Taylor, Head of Global Diversity & Inclusion, RBC Capital Markets • Lalita Badinehal, Director of Grantmaking, Credit Suisse Americas Foundation

Taking the Long-term View: Linking Purpose & Profit in Investor Communications • Ray Cameron, Head of Investment Stewardship,

BlackRock • Amy Springsteel, AVP, Corporate Responsibility, Voya Financial • Brian Tomlinson, Research Director, Strategic Investor Initiative, CECP • Sarah Bostwick, Manager, CEO Leadership, CECP

NETWORKING LUNCH

Trend Talks: Act Now on the Opioid Crisis • Gary Mendell, Founder and CEO, Shatterproof

TrendTalk: Nourishing and Empowering Communities • Claire Babineaux-Fontenot, CEO, Feeding America

Tough Choices: CEO Perspectives • Eileen Fisher, Founder and Chairwoman, EILEEN FOUNDER, Inc. • Mauricio Gutiérrez, President & CEO, NRG • Doug Conant, Former Chairman, Avon Products; Founder and CEO, ConantLeadership; Former CEO, Campbell Soup Company; Board Chair, CECP

CLOSING REMARKS

• Daryl Brewster, CEO, CECP

cecp.co

CECPDaryl Brewster, CEO85 Broad Street 27th Floor New York, NY 10004212-825-1000info@cecp.co

Chief Executives for Corporate Purpose (CECP) is a CEO-led coalition that believes that a company’s social strategy — how it engages with key stakeholders including employees, communities, investors, and customers — determines company success.

Founded in 1999 by actor and philanthropist Paul Newman and other business leaders to create a better world through business, CECP has grown to a movement of more than 200 of the world’s largest companies that represent $6.6 trillion in revenues, $21.2 billion in social investment, 14 million employees, 23 million hours of employee engagement, and $15 trillion in assets under management. CECP helps companies transform their social strategy by providing customized connections and networking, counsel and support, benchmarking and trends, and awareness building and recognition.