9:00 AM - 9:45 AM

Opening Keynote

Searching for the Ideal Mix in Electricity Production

Keynote Speaker: 
Richard Kauffman
Chairman of Energy Policy and Finance, State of New York 

9:45 AM - 10:30 AM

     

The Power to Generate Revenue: the ROI of Corporate Sustainability

What are the returns on CSR measures to share values? What are the largest contributing factors (e.g. improved P&L from reduced penalty and related compliance costs, higher returns on marketing and positive branding, etc.)? How do CSO responsibilities generate this value? What indices and reporting standards show the greatest potential for widespread industry adoption? How do these facts and figures differ for US corporations against European corporations?

Speakers:
Shelley Murasko
Sustainability Director, Life Technologies
Brandon Tidwell
Manager of Sustainability, Darden Restaurants

Jeff Rice
Senior Director Sustainability, Walmart
Mike Gordon
CEO, Joule Assets

Moderator:
Edward Heitin 
Partner, PriceWaterhouseCoopers

Break
11:00 AM - 11:45 AM

   

 


 

Challenges of Staying Competitive with Green Products and Services

Amory Lovins, Chairman of the Rocky Mountain Institute has said "The essence of environmental strategy is to make it an issue for your competitor - not for your own company because you’ve already made sustainability an integral part of your business". This panel will examine the challenges of embracing sustainability and remaining competitive in a market with a growing number of players from an exceptional diversity of industries. The discussion will highlight companies that have successfully implemented innovative, profitable, and eco-friendly business objectives to provide socially responsible goods and services without compromising returns. Speakers weigh in how the appearance, performance, and consumer perception of green products and services can be asserted as a competitive edge. At what point in the distribution channel do third party certifications fit in? What are the successful outcomes of sustainability-minded strategies (e.g. reducing long-term costs, attracting eco-friendly clients) and how have they enabled these companies to outperform their competitors?

Speakers:
Al Iannuzzi
Senior Director of Product Stewardship, Johnson & Johnson
John Gardner
VP & Chief Sustainability Officer, Novelis
Albe Zakes
Global VP of Media Relations, TerraCycle

Moderator: 

Aman Singh
Editorial Director, CSRwire

11:45 AM - 12:30 PM

   


 

Engaging Employees Towards Sustainability Goals

As more and more companies are realizing the value of sustainability initiatives and making clear commitments to embed sustainability throughout their operations, sustainability officers are still struggling with involving the workforce towards these targets. Even though employees report greater satisfaction at their workplace where they can make a direct social or environmental impact, there is still a large part of the workforce that does not participate in the company’s sustainability efforts. Do employees not engage towards sustainability because they lack interest and awareness, or does management not provide the proper framework for capturing employee enthusiasm? How have companies aggregated top-down and bottom-up commitments towards sustainability? What are some of the tools and best-practices put in place internally and lessons-learned from implementing sustainability programs to engage employees? What are some of the challenges and solutions?

Speakers:
Jennifer Dudgeon
Principal Program Manager Sustainability, 
CA Technologies
Susan Arnot-Heaney
Executive Director of Corporate Responsibility, Avon Products
Eric Allgaier
Director, Environmental, Health & Safety, Sprint Nextel

Moderator: 
Suzanne Fallender
Director of CSR Strategy & Communications, Intel

Lunch
1:45 PM - 2:30 PM

   


 

Overview of SRI (Socially Responsible Investing) Trends: Managing Investor Risk and the Future of Sustainable Portfolios

The narrative of Socially Responsible Investing is that economic prosperity and social good are not mutually exclusive. The size of the SRI market has grown from an estimated $316.1 billion in 2010 to $3.07 trillion this year according to figures published by the Social Investment Forum, outgrowing projections made by JP Morgan in 2011 when it predicted that by 2020 $400 billion to $1 trillion would be invested in these funds. In this panel discussion, our speakers will touch on: What can account for this remarkable growth? What improvements remain to be made to SRI indices with regard to weights and ESG scores? What performance trends are SRI funds currently exhibiting? Which investments are reaching scale? What are the optimal loan channels? What are the current risk management strategies for SRI (Social Responsible Investment) portfolios? Which trends are indicative of where socially responsible investing is heading? What outcomes prove that impact investing is a rewarding investment strategy?

Speakers:
Mark Sloss
Senior Portfolio Manager, UBS Wealth Management
Mary Jane McQuillen 
Portfolio Manager and the Head of the Environmental, Social and Governance (ESG) Investment Program, ClearBridge Advisors
Steve Soranno
Senior Analyst, Calvert Investment Management

Moderator:
Peter Fusaro
Chairman, Global Change Associates 

2:30 PM - 3:15 PM

   

Materiality of ESG (Environmental, Social, Governance) Factors and Data Transparency

Socially Responsible Investment (SRI) funds already hold more than $3 trillion (source: US SIF).  So far, the managers of these funds have had limited success proving a connection between financial outcomes and sustainability data. One thing that may have held them back are issues with the quality of sustainability data.  Are companies reporting the “right” data?  Have stakeholder groups clearly defined the types of data they need?  When companies report similar types of data, are they reporting it accurately and using the same measurement methods? These questions are generally classified as “materiality” issues.  Our panel will include both those who generate data and those who receive and analyze it and we will seek to understand how improve the reliability and transparency of sustainability data.

Speakers:
Meyer Frucher
Vice Chairman, NASDAQ OMX Group
Barbara Pomfret
Senior ESG Analyst, Bloomberg LP
Joyce Haboucha
Director of Sustainability & Impact Investments, Rockefeller & Co.
Matt Orsagh
Director of Capital Markets Policy, CFA Institute

Moderator:
Bahar Gidwani
Co-Founder & CEO, CSRHub

Break
3:45 PM - 4:30 PM

      

Catalysts for Corporate Sustainability and Non-Financial Reporting

The MIT Sloan Management Review's research on business sustainability finds that companies that link sustainability to long-term business performance are rewarded. These rewards range from the identification of value creation opportunities to stakeholder accountability and increased prestige. Reporting has emerged as a tool that communicates a company's sustainability story, however it has yet to evolve to a state where it can be purposed by various end-users to facilitate the benefits outlined above. Which drivers (e.g. employee interest, consumer engagement, legislation, material returns) are encouraging corporate sustainability reporting efforts? How are reporting methodologies evaluated? What are the successful platforms that support and guide organizational reporting? What corporate and legislative improvements can promote the practice of global sustainability reporting? How can companies be incentivized to adopt these reporting standards? 

Speakers:
Suzanne Fallender
Director of CSR Strategy & Communications, Intel
Faith Taylor
SVP Sustainability & Innovation, Wyndham Worldwide
Ellen Jackowski
Global Programs, Environmental Sustainability, Hewlett Packard

Meyer Frucher
Vice Chairman, NASDAQ OMX Group

Moderator:
Mary Jane McQuillen
Portfolio Manager and the Head of the Environmental, Social and Governance (ESG) Investment Program, ClearBridge Advisors

4:30 PM - 5:15 PM

   






Public Policy and Socially Responsible Investing

"Policies developed in DC can impact SRI professionals, their business and their clients, both positively and negatively by impacting market conditions," said Lisa Woll, CEO of SIF. Unfortunately, the state of advocacy has lagged behind the shift of investor activity to renewable energy development and impact funds following the financial crisis. How can SRI investors change the heavily lobbied mindset which decouples sustainability from profitability to one that will level the playing field for companies that mitigate their negative social and environmental impact? What steps can be taken to begin the process of a systemic reform that mandates ESG disclosure? How can SRI minded investors and stakeholders get the SEC to assign as much attention and priority to ESG issues as to traditional ones?

Speakers:
Adam Kanzer
Managing Director and Managing Counsel, Domini Social Investments
John Fullerton
Founder and President, Capital Institute

Moderator:
Andrew McKeon
Founder & Principal, BusinessClimate

5:15 PM - 7:15 PM

Cocktail