ERLI 2016May 2–3, 2016 | BMO Institute for Learning | Toronto

DEMONSTRATING VALUE THROUGH ERGS

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WHAT IS ERLI? WHAT DOES ERLI ENTAIL? The Catalyst Employee Resource Leadership Initiative (ERLI) engages and connects employee resource group (ERG) leaders—from any demographic, including across companies, industries, functions, or regions—to share ideas and practices while learning how to amplify inclusion. Through a variety of formats, including virtual and live events, ERLI trains ERG leaders to drive inclusion within their companies at the individual and group levels. Outcomes for participants include building strategies for enhancing the ERG’s business and inclusion impact, creating and extending a network of external ERG contacts at other Catalyst supporting organizations, and enhancing the development of inclusive leadership skills and behaviors.

ERLI 2016: DEMONSTRATING VALUE THROUGH ERGSThis conference for ERG leaders and executive sponsors will give you the tools and inclusion strategies you need to create impact through your ERG.

VIRTUAL AND LIVE EVENTSPeriodic webinars feature guest panelists, while live ERG roundtables for Catalyst supporters are held globally.

AN ERG COMMUNITYERLI connects you with ERG leaders across organizations via social media platforms. Post your questions, and receive responses from other companies and Catalyst experts.

ABOUT BMO FINANCIAL GROUP

Established in 1817, BMO Financial

Group is a highly diversified

financial services provider based

in North America. With total assets

of $699 billion and close to 47,000

employees, BMO provides a broad

range of retail banking, wealth

management, and investment

banking products and services to

more than 12 million customers

and conducts business through

three operating groups: Personal

and Commercial Banking, Wealth

Management, and BMO Capital

Markets.

ABOUT DIVERSITY & INCLUSION AT BMO

BMO has a longstanding legacy as

a leader in promoting diversity and

inclusion. Diversity, and how we learn

from each other’s differences, is a

value at BMO. We believe a diverse

and inclusive workplace inspires

greater innovation, leads to stronger

performance, and ensures that

our employees and customers feel

valued, understood, and respected.

ABOUT CATALYST

Founded in 1962, Catalyst is the

leading nonprofit organization

accelerating progress for women

through workplace inclusion. With

operations in the United States,

Canada, Europe, India, Australia, and

Japan, and more than 800 supporting

organizations, Catalyst is the trusted

resource for research, information,

and advice about women at work.

Catalyst annually honors exemplary

organizational initiatives that promote

women’s advancement with the

Catalyst Award.

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Catalyst and BMO Financial Group are delighted to welcome you to the second Employee Resource Leadership Initiative (ERLI) conference, ERLI 2016: Demonstrating Value Through ERGs, where we’ll focus on how ERGs add value to your business and talent results.

With more than 20 years of experience working with ERGs across industries and regions, Catalyst understands that powerful ERGs enable organizations to increase employee engagement, connect to the communities in which they conduct business, and drive bottom line improvement.

Over the course of this two-day conference, you’ll:

• Discover the ways in which ERGs drive value across your organization.

• Hear from leading experts and professionals about the critical role diverse perspectives play in building inclusion and the essential role ERG leaders have in fostering skills, knowledge, and resources to develop inclusive leaders and create an inclusive culture—and value—throughout their organizations.

• Learn how to foster and incorporate Catalyst’s EACH inclusive leadership behaviours—Empowerment, Accountability, Courage, and Humility—into your workplace culture.

• Network with other ERG leaders and discuss best practices across different functions, industries, and geographies.

Whether you’re an ERG leader, an executive sponsor, or a member of one or more of your organization’s ERGs, we are inspired that you’ve joined us here at the BMO Institute for Learning to help build inclusive workplaces and demonstrate value through ERGs.

WELCOME TO ERLI 2016

DEBORAH GILLISPresident & CEO

Catalyst

BILL DOWNEChief Executive OfficerBMO Financial Group

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FOLLOW US

Stay connected, engaged, inspired, and impactful!

Catalyst.org Visit our website to find and comment on the latest Catalyst research, events, programs, and interactive figures, as well as to connect with others in the Community Directory.

Facebook.com/CatalystInc “Like” Catalyst to get the latest news about women in the workplace and global diversity issues, engage in discussions with us and other people, and stay in the know about new Catalyst initiatives.

Twitter.com/CatalystInc Follow @CatalystInc to receive daily tweets on news, research, and trends related to women, work, and diversity and inclusion.

YouTube.com/user/CatalystClips View our powerful and timely videos on women and business, including previous Catalyst Award Winner videos.

LinkedIn.com/groups?gid=2710104 Join this Catalyst group to participate in conversations pertinent to expanding career opportunities for women and business, and diversity and inclusion in general, with others who are leaders in their industries.

Catalyst.org/Zing Check for our latest entries and leave your thoughts and reactions on our blog, Catalyzing, which brings together many voices and perspectives from across Catalyst and beyond.

IAmA.Catalyst.org Share your video about how and why you are making a difference for women and business at #IAmACatalyst.

OnTheMarc.org Join MARC—Men Advocating Real Change—Catalyst’s online learning community for professionals committed to achieving equality in the workplace.

@CatalystInc

@BMO

EVENT HASHTAG #ERLI2016

WIFI IFLWireless

WIFI PASSWORD Conf2016IFL

Instagram.com/CatalystInc Catalyst is now on Instagram! FollowCatalyst on Instagram to see visuals that empower and inspire people to advocate for gender equality in the workplace.

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AGENDA

MONDAY, MAY 2, 2016

6:00 – 8:00 PM Registration

6:45 – 7:00 PM Opening RemarksSpeakers: Deborah Gillis, President & CEO, CatalystTara John, Managing Director, Leadership Development & Enterprise Learning, BMO Institute for Learning

TUESDAY, MAY 3, 2016

7:30 – 8:00 AM Check-In and Breakfast

8:00 – 8:15 AM Welcome and Opening RemarksSonya Kunkel, Chief Inclusion Officer, Vice President, People, Strategies & Insights, Human Resources, BMO Financial Group

Vandana Juneja, Senior Regional Director, Central Canada, Catalyst

8:15 – 9:00 AM Fireside Chat—The Evolution of ERGs: Getting to Business ImpactDeborah Gillis, President & CEO, CatalystBarry Telford, President, Sodexo Canada

9:00 – 9:15 AM Break

9:15 – 10:15 AM Keynote AddressIntroduction: Meryle Mahrer Kaplan, PhD, Senior Vice President, Talent, Culture, and Global Member Services, Catalyst

Benjamin Lynch, Tax Partner and PRIDE Network Advisory Board Member, KPMG LLP

10:15 – 11:30 AM Leading With Inclusion: An Interactive WorkshopTolonda Tolbert, PhD, Director, Inclusive Leadership Initiative and Consultant, Global Member Services, Catalyst

11:30 – 12:45 PM Networking Lunch

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12:45 – 2:00 PM Panel Discussion: Adding Business Value Through ERGsModerator: Krista Brookman, Vice President, Inclusive Leadership Initiative, CatalystPanelists:Deb Cimino, Senior Manager, 3Mgives Strategic Initiatives at 3M, 3MNancy Hernandez, Founder and President, ABRAZO MarketingSteve Stall, Culture of Inclusion Business Segment Leader and Rockwell Automation ERG Advisor, Rockwell Automation

Angela Stephens, Senior Vice President, Controller, Dr. Pepper Snapple GroupCedric D. Thurman, Head, Inclusion US, BMO Harris Bank

EMPOWERMENTYou enable direct reports to

develop and excel.

ACCOUNTABILITYYou demonstrate confidence in direct reports by holding them responsible for performance they can control.

HUMILITYYou admit mistakes; you accept

and learn from criticism and different points of view; you

seek contributions of others to overcome limitations.

COURAGEYou put personal interests aside to achieve what needs to be done; you act on convictions and principles even when it requires personal risk-taking.

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2:15 – 3:30 PM

2:00 – 2:15 PM

Concurrent Sessions (Select One)

Inclusion: Fostering New Thinking and Solutions for ERGsWhat is keeping you up at night as an ERG leader? Are you getting support from management and employees? Is your ERG aligned with your organization’s business strategy and demonstrating value? Is your ERG driving change and fostering inclusion or just getting by as social club? In this session, we will explore how several organizations elevated their ERGs by overcoming common challenges, leveraging inclusion, and aligning with organizational business objectives. Participants will learn about Catalyst Award-winning ERG practices, how to identify common ERG obstacles, and how to develop solutions to overcome those obstacles.

Presenters: Martha Feeback, Regional Director, Texas Missouri, US, CatalystTuni DeJesus, Regional Manager, Southern California, US, CatalystPanelist:Nadine Vogel, Founder and Chief Executive Officer, Springboard Consulting

Break

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Leveraging Diverse Perspectives in ERGs: Engaging Racially/Ethnically Diverse WomenMany ERGs focus on gender or race/ethnicity, but relatively few focus on multiple dimensions of difference. In this session, Catalyst representatives and a panel of experts from Catalyst supporting companies will highlight the unique perspectives, contributions, and needs of racially/ethnically diverse women. They will also discuss methods for creating more inclusive ERGs that better serve the needs of diverse individuals while achieving business goals. Participants will then engage in table exercises using inclusive leadership concepts to create solutions to better include diverse women in ERGs.

Presenters: Katherine Giscombe, PhD, Vice President and Women of Color Practitioner, Global Member Services, Catalyst

Vandana Juneja, Senior Regional Director, Central Canada, CatalystPanelists: Nohelia Hernandez, Director Business Development, SodexoPulkeshi Jape, Senior Director, CIO—Business Engagement Lead, PepsiCo Foods Canada, PepsiCo

Melanie Singh, Vice-President, Enterprise Procurement, Loblaw Companies Limited

Cedric D. Thurman, Head, Inclusion US, BMO Harris Bank

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Defining and Measuring Your ERG’s Impact ERGs must contribute to business goals to secure support, funding, and ongoing engagement from the organization. A panel of experts from Catalyst supporting companies will discuss how they define and measure ERG success and impact on individual members and the organization. In particular, they will focus on how ERGs can help create inclusive leaders. Presenters: Deepali Bagati, PhD, Executive Director, United States, CatalystRita Chhabra, Regional Director, Northeast US, CatalystPanelists:Deirdra Copeland-Gonsalves, Head, Enterprise Resource Groups, BMO Financial Group

Kimberly Smith, Manager Professional Practice, EYRukhsana Syed, Diversity & Compliance Leader, IBM

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3:45 – 4:00 PM

4:00 – 5:00 PM

3:30 – 3:45 PM

Closing RemarksMeryle Mahrer Kaplan, PhD, Senior Vice President, Talent, Culture, and Global Member Services, Catalyst

Reception

Break

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Diversity. The one thing we all have in common.

We all have diverse thoughts, ideas and lifestyles. The one thing we have in common is the desire to be treated with respect and dignity. Embracing diversity and inclusion celebrates our unique strengths – and creates great customer experiences.

® Registered trademarks of Bank of Montreal.

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EMPLOYEE RESOURCE LEADERSHIP INITIATIVE Engage and connect with

ERG leaders at ERLI’s annual conference May 2-3, 2016, hosted by BMO Financial

Group in Toronto.catalyst.org/erli

LEADING WITH INCLUSIONBlended training for emerging leaders.

Created by Catalyst. Delivered by BlessingWhite.

catalyst.org/lwi

CATALYSTXAnytime, anywhere learning

in global communitiesthrough edX.org.catalyst.org/edx

BOARD CIRCLE DONORS

Inclusive Leadership Learning Made Possible By:

Nationwide BMO Financial GroupKimberly-Clark Corporation

Allstate Insurance CompanySodexoUPS FoundationColgate-Palmolive Company Juniper Networks

CATALYST Inclusive Leadership Learning Experiences

I am an individual learner and want training on my time…

I am an Employee Resource Group (ERG) leader and want to connect with others…

I am a D&I or L&D professional and want small group training for developing leaders...

PRESIDENT CIRCLE DONORS 

Texas InstrumentsFrontier Communications Mary Beth HoganEd and Stephanie Streeter

It takes EACH of us to create an inclusive workplace that fully leverages the talents of a diverse workforce. Individual leaders trained to build and sustain an inclusive workplace can turn diversity into a strategic business advantage. Catalyst has many learning pathways for developing inclusive leaders at all levels of an organization.

For more information, visit our booth today to talk about your inclusive leadership development needs, or contact Krista Brookman, Vice President, Inclusive Leadership Initiative, Catalyst, at kbrookman@catalyst.org.

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We live and work in an increasingly diverse and inclusive world. Many men support equality but aren’t sure how to contribute. That’s where we come in.

We are Men Advocating Real Change, or MARC, a one-of-a-kind community. Join MARC to become part of a

growing global network of individuals empowered to

close gender gaps and support inclusion.

#GUYSFOREQUALITY

WHY MEN?We all stand to benefit from equality, and, as the majority of current leaders, men are

in a strong position to influence change.

IT TAKES

EACH OF US TO MAKE CHANGE

PERSPECTIVES by and for men on gender

and inclusion in- and outside the workplace.

RESOURCES to share knowledge on

leadership development, fatherhood, relationships,

values, and culture.

TOOLSfor becoming a more

effective, inclusive leader.

ACCESSto a network of

professionals who are creating inclusive work

environments for women and men alike.

BEING PART OF THE SOLUTION STARTS NOW. MARC PROVIDES:

LEARN MORE: ONTHEMARC.ORG/OFFERINGS@MARCmovement MARC Movement

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TOOLS• The Catalyst Guide to Employee Resource Groups

o Volume 1—Introduction to ERGs

o Volume 2—Developing ERG Infrastructure: A Step-by-Step Planning Guide

o Volume 3—ERG Governance: Leadership Roles and Structure

o Volume 4—Building Support and Working With Other Constituencies

o Volume 5—Action Planning and Effectiveness Tracking

o Volume 6—Troubleshooting, Membership Issues, Success Factors, and Future Directions

• Actions Men Can Take to Create an Inclusive Workplace

CATALYST RESOURCES

INFOGRAPHICS• The Diversity Dividend: Women of Color

• I Am an Ally

• Inclusion Matters

• Pride Month 2015

WEBINARS• Building Alliances, Increasing Impact: Employee

Groups and Organizational Change

• Driving Inclusion Through ERGs: Introducing the Employee Resource Leadership Initiative

• Show Me the Results: Measuring ERG Success and Engagement

Creating and maintaining LGBT-inclusive workplaces takes effort and commitment from both organizations and individuals. In recognition of LGBT Pride Month, this webinar will highlight common barriers to LGBT workers’ advancement and demonstrate how inclusive leadership can benefit both organizations and individuals.

UPCOMING

Creating Lesbian, Gay, Bisexual, and Transgender Inclusive Workplaces

JUNE 16, 201611:00 AM – 12:00 PM ET | 3:00 PM – 4:00 PM UTCVisit catalyst.org/events/calendar for more information.

Catalyst has a wide variety of resources for ERG leaders, sponsors, and participants. Employees of Catalyst supporting companies can find the following and much more on our website at catalyst.org.

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PRACTICESGeneral • Citigroup Inc.—Meeting Local Needs: Employee

Network Groups at Citigroup

• Credit Suisse Switzerland—Employee Networks: Creating a Platform for Learning

• CVS Caremark Corporation—Supporting the Diversity Mission Through Colleague Resource Groups

• General Mills Inc.—Success Through Employee Networks

• IBM Canada—Enhancing Inclusion Through Critical Relationships and Cultural Awareness

• Procter & Gamble—Everyone Valued, Everyone Included, Everyone Performing at Their Peak™

Women • DuPont—DuPont Women’s Network

• Enbridge Inc.—FEMINEN: FEMales IN ENgineering Employee Resource Group

• General Electric—Developing Women Leaders: Synergistic Forces Driving Change

• General Motors Corporation—Recruiting, Advancing, and Retaining Women of Color Through the Multicultural Women’s Affinity Group

• IBM Corporation—Women’s Diversity Network Group

• Kimberly-Clark Corporation—One Women’s Interactive Network (One WIN)

• Moss Adams LLP—Forum W: Increasing Opportunities for Women in Public Accounting

• Weil, Gotshal & Manges LLP—Advancing Women in Law

• Chevron Corporation—The Chevron Way: Engineering Opportunities for Women

LGBT • Chevron Australia—PRIDE: LGBT Inclusion,

Intersectionality, and Collaborative Partnerships

• The Chubb Corporation—Lesbian, Gay, Bisexual, and Transgender (LGBT) Inclusion at Chubb

• Ernst & Young LLP—Lesbian, Gay, Bisexual, and Transgender Inclusion at Ernst & Young: bEYond

• Ford Motor Company—GLOBE: Fostering LGBT Inclusion, Valuing Diversity, and Empowering Authenticity

• KPMG LLP Canada—Lesbian, Gay, Bisexual, and Trans-Identified (LGBT) Inclusion at KPMG LLP Canada: pride@kpmg

• Scotiabank—Lesbian, Gay, Bisexual, and Transgender Inclusion at Scotiabank: Scotia Pride

• Whirlpool Corporation—PRIDE: Lesbian, Gay, Bisexual, Transgender and Allied Inclusion

• Nationwide—Prioritizing LGBT Workplace Inclusion

Catalyst120 Wall Street, 15th FloorNew York, NY 10005United Statesphone: +1 212 514 7600fax: +1 212 514 8470info@catalyst.org Catalyst Canada Inc.8 King Street East, Suite 505Toronto, Ontario M5C 1B5Canadaphone: +1 416 815 7600fax: +1 416 815 7601caninfo@catalyst.org Catalyst Europe AGc/o KPMG AGLandis+Gyr-Strasse 16300 ZugSwitzerlandphone: +41 (0)44 208 3152fax: +41 (0)44 208 3500europeinfo@catalyst.org Catalyst India WRC106 “B”, Damji Shamji Corporate SquareMelville EstateOff Ghatkopar-Andheri Link RoadPant Nagar, Ghatkopar EastMumbai 400 075Indiaphone: +91 22 6700 0785indiainfo@catalyst.org Catalyst Australia c/o Hayes Knight (Melbourne) Pty Ltd Level 1231 Queen StreetMelbourne, Victoria 3000Australiaphone: +61 (0)3 8844 5600fax: +61 (0)3 9826 3642australiainfo@catalyst.org Catalyst Japan5F Azabu Green Terrace,3-20-1 Minami Azabu, Minato-kuTokyo 106-0047Japanphone: +81 (0)3 6859 8510