thank you to our sponsors
welcome to exfo!
Welcome to the Sixth Annual Out & Equal
Executive Forum!
EXECUTIVE FORUM GOLD SPONSORS
Each year at the Executive Forum, lesbian,
gay, bisexual, and transgender (LGBT)
business leaders come together to discuss
challenges, address opportunities, and
return home with tangible ways to enhance
our effectiveness as leaders. The Executive
Forum provides LGBT senior executives
and emerging executives with a unique
opportunity to celebrate successes, share
best practices, and plan next steps. The
Executive Forum is a vibrant and powerful event to connect you with
other LGBT executives. I have learned so much over the years from
LGBT executives about making a difference — in our own lives, and for
our employees, organizations, and the world. I look forward to spending
time with all of you. As leaders, you are in a position to make real and
lasting change in your organization and beyond.
EXECUTIVE FORUM CHAMPION SPONSORS
EXECUTIVE FORUM ADVOCATE SPONSORS
I want to extend a special thank you to Intuit, Wells Fargo, and all of our
sponsors for making this program possible and for recognizing that
workplaces thrive when everyone is able to bring their full selves to work.
A big thank you to our facilitators Christie Hardwick and Vicky Keith,
whose talents have made the Executive Forum experience all that
it has become since the beginning. I am also grateful to our senior
class co-chairs, Charlene Grabowski and Patrick O’Donnell, and our
emerging class co-chairs Lis Warren and Adam Wolf for their commitment
to making the 2013 Out & Equal Executive Forum a real success.
Yours in Equality,
Selisse Berry
Founder and Chief Executive Officer
Out & Equal Workplace Advocates
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greetings from
mayor edwin m. lee
welcome from the co-chairs
Why can’t we all just get along, respecting
the rights of all people? As executive leaders,
sometimes don’t you just ask yourself that
question? I know we do! Until we can answer
that question affirmatively, our work is not
done. The good news and the theme of our
annual celebration is that there is Momentum.
We have the masses in motion but we need to
stay focused on the goal and not give up until
we have reached equality for all. That’s why
this Executive Forum is planned to focus on
how we keep moving in the right direction
with the right resources and support to make
a difference every day.
The Out & Equal Executive Forum is the place
where executives like you get to focus on the
needs of our community domestically and
globally, share ideas and best practices, be
heard and be involved. We have a responsibility as leaders to be visible role models and
ensure the vision of workplace equality.
It is our honor to co-chair the 2013 Out & Equal
Executive Forum and engage each and every
one of you. We welcome back the alumni from
past forums and welcome our new attendees
and your fresh ideas.
This forum can change you if you are open to
the ideas, the rich content, new connections
and valued friendships. We are here to make
change happen and for you to continue the
work when you get back in your workplace
and community.
Thank you for taking time from your busy
schedules to make this event even richer with
your ideas, engagement and commitment to
continue the Momentum!
Charlene Grabowski, Patrick O’Donnell, Lis Warren,
and Adam Wolf (pictured from top to bottom)
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senior class
emerging class
Charlene Grabowski
GE Healthcare
Charlene Grabowski is the General Manager of Sales
Force Excellence at GE Healthcare with responsibilities
for sales distribution & deployment, compensation,
sales enablement tools, and learning & development
for the US commercial organization. Charlene joined
GE in 1981 and for the next 20 years held sales,
marketing, and commercial leadership roles. She
focused on business growth as well as developing
high performance teams and leveraging the strengths
of individuals. Charlene left GE in 2002 to become
the Director of Sales for the QuickBooks product
for Intuit Company. She then became COO of Fusion Sales Partners, a GE Women’s
Healthcare Team partner. Charlene rejoined GE in 2007 as GM of Commercial Learning
and Development. She was promoted to GM of US X-ray and Women’s Healthcare
business in 2009 before taking her most recent role. Charlene holds a B.S. from
Adelphi University and is a Registered Radiologic Technologist from the University
of Pittsburgh. She is an active member of the GE GLBTA organization and outreach in
her community. Charlene and her partner Anne Hunt live in Milwaukee, Wisconsin.
Lis Warren, MBA, PMP
Genentech
Lis Warren has over 15 years of healthcare/biotech
experience and is currently an Associate Director
of Strategic Pricing and Contracting at Genentech.
In this role, she is responsible for overseeing the
development of pricing and contract strategies,
scenario analysis/modelling for overall financial
and legal viability, as well as on-going pricing and
contract performance assessment/analysis.
Lis joined Genentech in 2001, and has held
positions of increasing responsibility across the
Clinical Development, Portfolio Management &
Operations, and Commercial groups. She was a founder of Genentech Women
Professionals, and is also a co-chair of Genentech Out and Equal, a forum for the
LGBTQ community and their allies. Prior to joining Genentech, Lis held strategy roles
across companies in the pharma/biotech industry. Lis received her BA with honors in
Human Biology from Stanford University, and her MBA from the University of California
at Berkeley Haas School of Business. Lis lives in the San Francisco Bay Area with her
wife and their 75-lb lapdog.
Patrick O’Donnell
Deloitte & Touche LLP, AERS Advisory
Patrick O’Donnell is a Principal in the New York
office of Deloitte & Touche (Deloitte) and provides
advisory and attest services to large, multi-national
clients in the media and manufacturing industries.
In addition to serving Deloitte clients, Patrick is the
National AERS Advisory Inclusion leader as well as
the National Partner champion for AERS Advisory
Recruiting (both campus and experienced hire) and
has direct involvement in firm initiatives focused
on talent recruitment, development and retention.
Patrick also serves on the board of directors for
Out & Equal Workplace Advocates and is a Regional Trustee of The Point Foundation.
Prior to joining Deloitte Patrick earned an MBA in Finance from Fordham University in
New York and a BA in Communication and Business from The American University
in Washington DC. Patrick lives in New York with his partner John.
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Adam Wolf
Unisys
Adam Wolf is the Director of Americas Managed
Service Center Operations for Unisys Corporation.
In this role he leads a large team across North and
South America delivering ITO service to Unisys
clients. Prior to this role, Adam was with HP for
over 15 years and served in a number of leadership
roles. Adam has a long history of being an advocate
for diversity, particularly within the LGBT space.
At HP, Adam served in leadership roles in the PRIDE
ERG including Global Chairman, Global Vice-Chair,
Executive Advisory Board Chair, among others.
Adam is a strong advocate of Out & Equal and its work and was a champion for
bringing the O&E Workplace Summit to Denver in 2005. He has attended ten
O&E Workplace Summits and this will be his fourth year attending the Executive Forum.
Adam lives with his partner Joey in Salt Lake City, Utah.
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featured speakers
Matt Foreman
Evelyn and Walter Haas, Jr. Fund
Matt Foreman is director of Gay and Immigrant Rights
Programs at the Evelyn and Walter Haas, Jr. Fund in
San Francisco. The Haas, Jr. Fund has been the largest
non-gay foundation funder of the movement for gay and
lesbian equality, making over $60 million in grants since
2000. It was the first foundation — gay or straight — to
support marriage equality. The Fund is also a leading
supporter of immigrant rights, both nationally and in
California, investing over $40 million since 2005. Before
coming to the Fund, he led a national, a statewide and a local gay organization — the
National Gay and Lesbian Task Force (2003–2008), the Empire State Pride Agenda
(1997–2003), and the New York City Gay & Lesbian Anti-Violence Project (1990–1996).
A graduate of NYU School of Law, Matt is a founder of Heritage of Pride, the organizers
of New York City’s annual LGBT pride events, and a former member of the New York
City Human Rights Commission. He and his partner of over 20 years, Francisco De
Leon, were married in California in 2008.
Caryl Athanasiu
Wells Fargo
Caryl Athanasiu is Executive Vice President and Chief
Operational Risk Officer of Wells Fargo & Company,
providing leadership and oversight for operational risks,
including regulatory compliance and financial crimes.
A 25-year veteran of the company, Athanasiu’s Wells
Fargo career includes a variety of senior management
positions in Wholesale Banking, and served as Division
Manager for Corporate Banking in the Western States.
Athanasiu serves on the Board of Directors of the ORX
Association and the Redwood City Education Foundation. In 2012, she was ranked
#9 by American Banker on their “25 Women to Watch”, and in 2011, she was named
one of the Bay Area’s “150 Most Influential Women in Bay Area Business” by the San
Francisco Business Times.
She has a Masters in Management from Stanford University (Sloan Fellow) and is
a Phi Beta Kappa graduate of Northwestern University with a B.A. in Humanities.
Caryl Athanasiu has also been recognized for her contributions to the LGBT community.
Meg Bailey
Bingham McCutcheon LLP
Cathy Halligan
ULTA Beauty
Meghan Bailey’s practice focuses on securities
enforcement, broker-dealer defense and securities
litigation. She represents financial services firms and
other public companies in arbitration, court and
enforcement actions brought by the SEC, FINRA and
state regulatory agencies. Her practice also includes
defending clients in shareholder class actions.
Meg was a member of the team of Bingham McCutchen
lawyers that filed an amicus brief in United States v.
Windsor, the United States Supreme Court case concerning the constitutionality of the
federal Defense of Marriage Act (DOMA). The brief argues from the point of view of the
employer that the law’s prohibition of federal recognition of lawful marriages between
same-sex spouses creates a variety of hardships in the employer’s effort to administer
tax, benefits and other HR matters, and in efforts to foster workplace morale.
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Cathy has over 20 years of experience across a range
of situations from start-up ventures to multi-billion dollar
operations. She has strong capabilities in business
fundamentals and data driven expertise in newer models
(digital, social, mobile, local). Cathy has expertise in retail,
digital commerce, multi channel, and multi brand enterprises
at world class brands, and emerging expertise in technology,
with an emphasis on social and SaaS technology.
Cathy is currently an Independent Board Director, and a
member of the Audit Committee, at Ulta Beauty (ULTA), the largest beauty retailer that
provides one-stop shopping for prestige, mass, and salon products and salon services
in the United States. She has served as SVP, marketing & sales at PowerReviews, the
world’s most widely deployed social commerce platform. Prior to PowerReviews, Cathy
held officer and executive-level positions at Walmart. Ms. Halligan has also held executive
positions with leading retailers Williams-Sonoma, Gymboree, and Blue Nile, and was an
associate partner at Prophet, a leading management consulting firm. She started her
career as a marketing coordinator at Lands’ End.
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classroom facilitators
Christie Hardwick
Christie has over 30 years of experience with Fortune
500 companies, non-profit organizations, and grass
root-organizing efforts. She holds a MA in Organizational
Development, is a licensed spiritual mentor and an
American Leadership Forum Senior Fellow. She was
also an executive member of the Women’s Leadership
Board for the Kennedy School of Government at
Harvard University for 5 years. Christie has served
as president of the National Board of Directors for
GLSEN (Gay, Lesbian, & Straight Education Network)
and has served on diverse boards such as City Year,
Great Schools, and the Center for Living with Dying.
Formerly an elected School Board trustee and presidential campaign field director,
Christie has held executive positions in Change Management, Human Resources, and
Organizational Efficiency for technology companies. She provides strategic thinking
and personal guidance services to clients across the United States. Christie and her
wife Jane reside in Provincetown and share four children between them. Learn more
about Christie at www.spiritedcontribution.com.
Vicky Keith
Vicky Keith will be working with us again this year
as a breakout group facilitator. Vicky is a consultant
for large corporations in the areas of complex
organizational change and strategy implementation.
Vicky has worked with clients such as Darden
Restaurants, Boston Scientific, IBM, GE, McKesson,
PepsiCo, Delta, Walt Disney Attractions and the James
Beard Foundation. Vicky is formerly the director
in Boston University School of Management’s
Executive Programs. Before entering the consulting
field, she was on the faculty of the University of
Missouri, the University of Maine, and the University
of Maryland Extension in Japan. Vicky holds a BA in Sociology, MA in Counseling
Psychology and has completed the coursework for her doctorate in Organizational
Development. She and her partner, Madeliene Abling, live in Fort Lauderdale and
Provincetown. You can learn more about Vicky at www.vickykeith-consulting.com.
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about out & equal
Out & Equal Workplace Advocates
Founded in 1998 by Selisse Berry, Out & Equal Workplace Advocates is the leading
champion for fully inclusive workplace equality that convenes, influences, and inspires
global employers and their lesbian, gay, bisexual, transgender (LGBT), and allied
employees. We believe that workplace changes can lead to broader cultural changes
through the passion, wisdom, and energy of like-minded individuals and organizations.
It is our vision that all LGBT people should be free to be open, authentic, and productive
at work.
OUR MISSION
Out & Equal Workplace Advocates educates and empowers organizations, human
resources professionals, employee resource groups, and individual employees
through programs and services that result in equal policies, opportunities, practices,
and benefits in the workplace inclusive of all of sexual orientations, gender identities,
expressions, and characteristics.
CONNECT WITH OUT & EQUAL ONLINE
Web site
www.outandequal.org
twitter.com/OutAndEqual
facebook.com/OutAndEqualWorkplaceAdvocates
youtube.com/OutAndEqual
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Blog
www.outandequal.wordpress.com
exfo schedule at a glance
TUESDAY, APRIL 23
THURSDAY, APRIL 25
6:00 PM – 7:30 PM
Opening Reception
8: 00 AM
Breakfast
Room: Yerba Buena A
Room: Veranda Pre-Function
8:30 AM – 9:45 AM
Mentoring, Coaching and Sponsoring
Room: Veranda Ballroom B
10:00 AM – 12:00 PM
lass C: Sponsorship
C
Mentoring-coaching-sponsorship;
executive presence and sponsorship
Understanding the distinctions and moving
toward sponsorship of talent.
WEDNESDAY, APRIL 24
8:30 AM
Breakfast
Room: Veranda Pre-Function
9:00 AM – 10:15 AMState of the LGBT Movement:
Matt Foreman, Evelyn and Walter Haas, Jr. Fund
Review of the Amicus Brief around Re: Windsor
Meg Bailey, Bingham McCutcheon LLP
10:15 AM – 10:30 AM
Emerging Classroom: Stinson Suite | Senior Classroom: Muir Suite
Room: Veranda Ballroom B
12:00 PM – 1:30 PM
BREAK
1:30 PM – 3:30 PMClass D: Big Conversations
Bringing it all together; developing presence
and having the necessary Conversations for the
Big move(s).
10:30 AM – 12:30 PMClass A: Leadership Presence
Thoughts from the morning presentation;
insights/implications; introductions; review
of agenda and expectations;
Development workshop: Leadership presence
Emerging Classroom: Stinson Suite | Senior Classroom: Muir Suite
12:30 PM – 2:00 PM Lunch Panel: Big Moves and What it Took
Execs speak to changes they have made within their
companies to advance equality and what it took:
Signing on to the DOMA Amicus Brief re: Windsor,
Transgender Health Benefits, Implementation of Self
ID, and extending inclusion in new territories.
Room: Veranda Ballroom B
Lunch (on your own)
Going back to work with a defined action that
improves workplace equality.
Emerging Classroom: Stinson Suite | Senior Classroom: Muir Suite
3:30 PM – 4:30 PMAfternoon Panel: Big Moves onto the Board
Accessing Corporate Board Directorships:
Cathy Halligan, Caryl Athanasiu
Room: Muir Suite
4:30 PM – 5:00 PMWrap Up: Share organizational/
personal commitments and close
Room: Muir Suite
2:00 PM – 2:30 PM
BREAK
2:30 PM – 5:00 PM
lass B: Big Moves
C
Big moves – organizational; big moves – individual.
Emerging Classroom: Stinson Suite | Senior Classroom: Muir Suite
6:00 PM – 7:30 PM
Out & Equal at Work Event
7:30 PM
Dinner (on your own)
6:00 PM – 7:30 PM
Reception
Room: Veranda Pre-Function
7:30 PM – 9:30 PM
Momentum
Room: Veranda Ballroom
Room: Veranda Ballroom B
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out & equal staff
out & equal
board of directors
OFFICERS
DIRECTORS
EXECUTIVE OFFICERS
Scott Beth
Intuit
President
Tom Johnson
Clorox
Selisse Berry
Founder and
Chief Executive Officer
Claudia Brind-Woody
IBM
Vice President
Mike Feldman
Xerox
J. Kevin Jones
Chief Development Officer
Renee Brown
Wells Fargo
Vice Pres. of Development
Bobby Wilkinson
USAA
Tony Talbot
Chief Financial Officer
Laura Crumley
Dell, Inc.
Treasurer
Angie Wilson
Ernst & Young
Teddy Witherington
Chief Marketing Officer
Lori Fox
Lori Fox Diversity &
Business Consulting
Secretary
Patrick O’Donnell
Deloitte
Donna Griffin
Chubb (retired)
Bianca Beyrouti
Accounting Associate
Dave Bueché
Senior Development Manager
April Hawkins
Communications Manager,
Public Relations
Michele Horn Davis
Senior Corporate
Accounts Manager
Danny Katende
Receptionist
STAFF
Julie Hogan
NCR
Pat Baillie
Director of Training &
Professional Development
Brianna Nelson
Communications Associate
George A. Kalogridis
The Walt Disney Company
Nancy Mace
Director of Community
Empowerment
Dani Siragusa
Associate Director of Events
Charles Lickel
IBM (retired)
Eleanor Mercado
Paul Hastings LLP
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Pamela Berkowitz
Senior Manager,
Operations & Finance
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Julie Beach
Associate Director of Career
Development & IT Services
Marina Bennett
Executive Assistant
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Daniel Lawrence Smith
Senior Development Manager
Q Wilson
Senior Training Associate
upcoming out & equal
events
OUT & EQUAL UNIVERSITY COURSES
NORTHWEST REGIONAL SUMMIT
Out & Equal University courses offer diversity training, educational resources
and consulting services to senior management, human resources professionals,
employee resource groups and individual employees to promote LGBT
workplace equality. Register at outandequal.org/training-programs.
Out & Equal is bringing a regional summit to the Northwest for the first time
ever! From San Francisco to Vancouver, the Northwest Regional Summit
will engage the community and will feature a multitude of resources, leading
voices, and subject matter experts. Join us for this exciting event June 28,
2013, in Seattle, Washington. Register at outandequalnwrs.org.
May 15, 22Targeted AND Privileged: The Importance of Examining
Whiteness within the LGBT Community
May 6, 13, 20 Developing Allies
June 4, 11
Train the Trainer (refresher)
Northwest Regional Summit
June 28, 2013
Seattle, Washington
OUT & EQUAL TOWN CALLS
The Town Call series features guest speakers presenting on current LGBT
topics via monthly one hour webinars. Each session includes a presentation
or discussion on issues faced by LGBT employees, polices, benefits, trends
or breaking news. Town Calls are designed to further the knowledge and
tools for Employee/Business Resource Group members, HR Professionals,
and Executives as well as meeting the needs of busy working professionals,
federal, and non-profit employees. Register at outandequal.org/town-calls.
May 30
June 27
July 25
Aug 12
Sept 26
Oct 17
Nov 21
Dec 12
ERG Development
LGBT Executives Speak Out!
Emerging Best Practices for LGBT Workplace Inclusion
Where’s the Data? – Research and Resources!
Bisexuals in the Workplace
Global Views on LGBT
Transgender Awareness
HIV/AIDS in the Workplace
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15TH ANNUAL OUT & EQUAL WORKPLACE SUMMIT
The Out & Equal Workplace Summit is the premier conference on LGBT
issues in the workplace and provides attendees with all the information and
resources they need to become an out and equal workplace. At the Summit
more than 2,500 individuals, human resources professionals, diversity managers,
and employee resource group (ERG) leaders make valuable connections,
share best practices, and formulate strategies that allow for a powerful
demonstration of their commitment to equality in the workplace. Join us for
the 2013 Workplace Summit, October 28 – 31, in Minneapolis, Minnesota.
Register at outandequal.org/summit-2013.
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A MAJOR
A MAJOR
CHANGE
CHANGE
IS UNDERWAY
IS UNDERWAY
IN TODAY’S
IN TODAY’S
WORKPLACE.
WORKPLACE.
ThisThis
groundbreaking
groundbreaking
anthology
anthology
chronicles
chronicles
personal
personal
narratives
narratives
from
from
lesbian,
lesbian,
gay,
gay,
bisexual,
bisexual,
transgender
transgender
andand
allied
allied
executive
executive
trailblazers
trailblazers
whowho
have
have
conquered
conquered
adversity
adversity
andand
ushered
ushered
in policies
in policies
thatthat
affirm
affirm
andand
support
support
thethe
LGBT
LGBT
community
community
in the
in the
workplace.
workplace.
OutOut
& Equal
& Equal
at Work
at Work
is available
is available
for Executive
for Executive
Forum
Forum
participants
participants
at an
at exclusive
an exclusive
price
price
of $8.00
of $8.00
perper
book
book
or $288
or $288
(a saving
(a saving
of $250)
of $250)
perper
case.
case.
We We
willwill
handle
handle
the the
shipping
shipping
for cases
for cases
andand
cover
cover
the the
delivery
delivery
cost.
cost.
notes
notes
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thank you!
notes
A very special thank you to all of our partners who helped make the
2013 Executive Forum a success!
EVENT CO-CHAIRS:
Charlene Grabowski, GE Heathcare
Patrick O’Donnell, Deloitte
Lis Warren, Genentech
Adam Wolf, Unisys
CLASSROOM FACILITATORS:
Christie Hardwick
Vicky Keith
GUEST SPEAKERS:
Matt Foreman, Evelyn & Walter Haas, Jr. Fund
Meg Bailey, Bingham McCutcheon LLP
Caryl Athanasiu, Wells Fargo
Cathy Halligan, ULTA Beauty
EVENT PARTNERS:
Leftwich Event Specialists
The Four Seasons Hotel
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MARK THE DATE: OCT 28–31
DEVELOP YOUR STRATEGY.
EDUCATE AND EMPOWER.
BE A LEADER FOR LGBT
WORKPLACE EQUALITY.
START PLANNING TODAY FOR THE WORLD’S PREMIER
CONFERENCE ON LGBT WORKPLACE EQUALITY.
REGISTRATION OPENS MAY 1ST.
CORPORATE PARTNERSHIPS ARE AVAILABLE.
CALL 415-694-6510 FOR MORE INFORMATION.
W W W. O UTA ND EQ UA L . O R G