2011 ACCP Annual Conference on Corporate Contributions presented by The Fairmont Olympic Hotel Seattle VISION ACCP aims to be the premier professional association in the field of corporate philanthropy. A Special Thanks to Our Presenting Sponsor: MISSION ACCP is dedicated to the development of contributions professionals through education & training, defining best practices for the field, building relationships and benchmarking & measurement. ACCP is a nonprofit advocacy and continuing education organization that helps corporations identify and adopt best practices and provides training for contributions professionals. GOALS Training & Education ACCP trains contributions professionals to align philanthropic strategies with business objectives, visions and values. CONTENTS Welcome from Chairman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Message from ACCP President & CEO. . . . . . . . . . . . . . . . . . . . . . . . . 3 Agenda at a Glance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Hotel Map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Schedule & Conference Session Descriptions. . . . . . . . . . . . . . . . . 6-18 Plenary Speaker Biographies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-25 Defining Best Practices ACCP researches and reports best practices across a variety of topics and industries. Building Relationships ACCP creates opportunities for contributions professionals with shared interests to connect and collaborate. ACCP Board Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 ACCP Member Companies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 2011 Conference Exhibitors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 2011 Conference Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Benchmarking & Measurement ACCP provides resources for contributions professionals to analyze elements of corporate philanthropic programs. 1 Welcome from ACCP Chairman A Message from ACCP’s CEO & President Each year, the ACCP staff and I work diligently to deliver a superior event experience at the Annual Conference on Corporate Contributions and I feel confident this year will be the best yet. Let me be the first to welcome you to the 2011 Annual Conference on Corporate Contributions! On behalf of the board and staff, thank you for taking the time out of your busy schedules to join us. I can assure you the information you are presented with and the knowledge you will take away will certainly fuel you through the remainder of 2011. This year’s conference, sponsored by Bank of America, is about forging ahead, not looking backward. It’s about extracting lessons learned over the past few difficult years and applying them across our ever-evolving profession - thus our theme for the Conference - GPS: Realigning Corporate Citizenship. Gilbert Llanas Historical data demonstrates charitable giving follows a two-year lag behind business performance. We are experiencing signs that this trend will remain as we begin a new year. The question then becomes; how can we better position our companies both economically and socially for future success? Corporate citizenship has evolved from simple community involvement to becoming a mainstream theme as the idea of corporate accountability becomes more and more prevalent. Our profession can no longer afford to be reactive. We must anticipate the challenges and opportunities that lie ahead and be proactive with our solutions to face both. Our field is changing and so is ACCP. Professionals are charged with not only administering systems to ensure effective allocation of our company’s time, talent and resources, but our programs are also becoming more integrated into corporate objectives. As a result, greater accountability is not only expected, but required. In my opinion, the conversations planned at this year’s conference will provide us with the map to achieve this greater accountability necessary to further our profession. To close, I would like to acknowledge all of the dedicated people who worked tirelessly to make this year’s Annual Conference on Corporate Contributions a reality. Thank you for your passion and commitment. The theme of GPS: Realigning Corporate Citizenship was developed to provide attendees with a road map for renewing their corporate giving strategy and charging ahead in 2011 with invigorated passion. As you go through this program, you will see all content is segmented into three pillars - Guide, Position, Sustain. Mark W. Shamley What can you expect from the conference? A shared learning experience that will help you to better understand how to do the following: . Develop and implement strategies around corporate philanthropy; . Establish best practices in cause branding and communication; and . Incorporate essential elements for sustainability. This learning experience will be delivered by speakers who offer an unparalleled wealth of knowledge. Once again, all sessions will align with our theme and the pillars within - Guide, Position, Sustain. Through these pillars you will learn how to move your corporate citizenship initiatives from point A to B. We have also worked to provide attendees opportunity to build new relationships and reconnect with industry colleagues. On Monday evening, join us at Experience Music Project | Science Fiction Museum and Hall of Fame for a networking event, sponsored by Wells Fargo. Tuesday evening will include dinner at the FareStart Restaurant, sponsored by Boeing & Target. FareStart is a culinary job training and placement program for disadvantaged individuals to learn skills necessary to improve their lives. I hope that you enjoy your time at this year’s Annual Conference. Should you need anything, please don’t hesitate to ask me or a member of the ACCP staff. It is our pleasure to assist you. Best regards, Mark W. Shamley ACCP CEO & President Gilbert Llanas Chair ACCP Board of Directors 2 ACCP Staff Melinda Bostwick Vice President of Member Services Donna Kraemer Director of Operations & Finance Kristen Snell-Anzalone Manager of Membership & Business Development Dawn Henry Manager of Communications & Marketing Jennifer S. Dixon Office Manager 3 Agenda at a Glance Hotel Map SUNDAY, MARCH 6TH 10:00am – 2:00pm 4:30pm – 5:30pm 5:30pm – 8:30pm Pike Place Market & Pioneer Square Underground Tour Newcomer Reception Conference Opening Reception & Welcome Dinner Depart from Fairmont Spanish Foyer Spanish Foyer MONDAY, MARCH 7TH 7:00am – 8:30am 8:30am – 9:00am 9:00am – 10:45am 10:45am – 11:15am 11:15am – 12:00pm 12:00pm – 1:00pm 1:00pm – 2:30pm 2:30pm – 3:00pm 3:00pm – 3:55pm 4:05pm – 5:00pm 6:00pm – 9:00pm Breakfast / Industry Group Meetings Opening Remarks & Welcome Opening Plenary: Guide Morning Break: Exhibit Booths Open Late Morning Plenary: ACCP Staff Networking Lunch Afternoon Plenary: Position Afternoon Break: Exhibit Booths Open Breakout Sessions: Guide & Position Breakout Sessions: Guide & Position Evening Networking Event Spanish Foyer Spanish Ballroom Spanish Ballroom Spanish Foyer Spanish Ballroom Spanish Foyer Spanish Ballroom Spanish Foyer Please See Insert Please See Insert Depart from Fairmont TUESDAY, MARCH 8TH 7:00am – 8:30am 8:30am – 9:00am 9:00am – 10:30am 10:30am – 11:00am 11:00am – 12:00pm 12:00pm – 1:00pm 1:00pm – 2:30pm 2:30pm – 3:00pm 3:00pm – 3:55pm 5:30pm –7:30pm Breakfast / Industry Group Meetings Recap & Welcome Early Morning Plenary: Sustain Morning Break: Exhibit Booths Open Late Morning Plenary: Position Networking Lunch Afternoon Plenary: Position Afternoon Break: Exhibit Booths Open Breakout Sessions: Position & Sustain Closing Night Reception & Dinner Spanish Foyer Spanish Ballroom Spanish Ballroom Spanish Foyer Spanish Ballroom Spanish Foyer Spanish Ballroom Spanish Foyer Please See Insert Depart from Fairmont WEDNESDAY, MARCH 9TH 8:00am – 9:00am 8:15am – 8:45am 9:00am – 10:15am 10:15am – 11:15am 11:15am – 11:30am 4 Breakfast Delegate Assembly Early Morning Plenary: Sustain Late Morning Plenary: Sustain Closing Remarks Spanish Foyer Spanish Ballroom Spanish Ballroom Spanish Ballroom Spanish Ballroom 5 Sunday, March 6, 2011 Monday, March 7, 2011 10:00am – 2:00pm - Pre-Conference Activity 7:00am – 8:30am - Breakfast/Industry Group Breakouts Location: Meet in the Hotel Lobby Location: Spanish Foyer Sponsored by: Sponsored by: Walking tour of Pike Place Market & Motor Coach Tour of Pioneer Square Location: Spanish Foyer Enjoy complimentary breakfast with colleagues, or grab a plate and join an informal group discussion on various topics. Industry group meetings are a great way to address your most pressing questions relevant to your industry’s primary areas of focus. Sponsored by: Please see insert for a listing of the Industry Groups that will be gathering and the room location for each. 4:30pm – 5:30pm - Newcomer Reception 8:30am – 9:00am - Opening Remarks & Welcome From Gilbert Llanas, Chair ACCP Board of Directors If this is your first ACCP Conference, please join us for a special welcome reception to meet and mingle with the Board of Directors, the ACCP staff and other newcomers. Location: Spanish Ballroom 9:00am – 10:45am - Guide: Linking Corporate Philanthropy to your Competitive Advantage 5:30pm – 8:30pm - Opening Reception & Welcome Dinner Keynote Address from Jessica Jackley Location: Spanish Foyer/Garden Atrium Location: Spanish Ballroom Speaker: Mark Kramer, Founder and Managing Director, FSG Keynote Speaker Sponsored by: Sponsored by: Jessica Jackley To kick off this year’s Conference, we have secured a speaker who embodies all three pillars of ACCP’s 2011 Annual Conference theme - Jessica Jackley, Co-Founder of Kiva. Kiva is an online lending platform based on microfinance principles that matches donors/investors and recipients. Where are we and how do social investments impact a broader business agenda in concrete terms? Corporate executives are demanding clarity from philanthropic tactics. Learn how best-class companies are linking social investments to business strategy. How are businesses balancing the friction between bottom-line results and societal obligations? Mark Kramer will share his experiences as co-founder of FSG that include working with a broad client-base of domestic and international corporations that seek to link their business and social agendas for maximum results. Mark Kramer The keynote, entitled “Social Entrepreneurialism – Where are we, and What’s Next?” will address the lessons corporate giving professionals can draw from the social entrepreneurship model; how business executives can seek measurable impacts from their philanthropic investments; and work to answer the question, “can social investments generate sustainable impact?” 6 7 Monday, March 7, 2011 (continued) CASE STUDY: 12:00pm – 1:00pm - Networking Lunch Transformative Realities of Charting a New Strategic Course - Coca-Cola Location: Spanish Foyer Speaker: Cathy Ramos, Community Affairs Manager In 2006, top executives at the world’s largest beverage company needed to extract more value from their CSR strategy and maximize philanthropic resources to better align with Coca-Cola’s worldwide business priorities. This ultimately meant replacing education with water preservation and environmental sustainability as the global philanthropic priority because the link to Coca-Cola’s business was simply undisputable. Sponsored by: Cathy Ramos What were the transformative realities resulting from this decision? Join us as Coca-Cola provides a candid inside look at this widespread transformative shift. Hear from a battle-tested citizenship professional who will offer the do’s and don’ts of realigning your corporate giving strategy. This session is a must if you’re considering strategic realignment or making any adjustments to your giving program. 10:45am – 11:15am - Morning Break (Exhibit Booths Open) Location: Spanish Foyer Sponsored by: 11:15am – 12:00pm - ACCP Web 2.0 and Beyond – New Tools to Enhance your ACCP Membership Location: Spanish Ballroom Speakers: ACCP Staff 1:00pm – 2:30pm - Position: Your Social Reputation – Developing, managing and protecting your company’s brand DNA Location: Spanish Ballroom Speakers: Kris Engskov, Starbucks Regional Vice President Ben Packard, Starbucks Vice President of Global Responsibility Jackie Liao, Starbucks Manager of Community Investments and Global Responsibility Rodney Hines, Starbucks Director of Community Investments At Starbucks, creating a sense of “community” is central to the company’s core business strategy and brand identity. That said, “telling their story” means having a clear sense of what matters to customers, as well as understanding how to access and process information for clear decision-making. Communicating the company’s social identity starts at the top, permeating down through all aspects of Starbuck’s channels. Hear how Starbucks, one of the world’s top brands, integrates corporate responsibility throughout its business. Learn more about what factors drive top business unit executives, and how citizenship efforts support the company’s business objectives and brand identity. 2:30pm – 3:00pm - Afternoon Break (Exhibit Booths Open) Location: Spanish Foyer Sponsored by: As the ACCP staff is constantly striving to enhance your membership experience, we will debut the latest developments we have been working on to support you, the contributions professional. These latest tools will be highly interactive and centered on our mission of providing the best education & training, defining best practices for the field, building relationships and benchmarking & measurement. Join the ACCP staff for this informative session to demonstrate the exciting new online offerings ACCP will roll out in the coming year as well as review the events and meetings coming up. 8 9 Monday, March 7, 2011 (continued) Developing a Systematic Approach to Disaster Relief GUIDE & POSITION BREAKOUT SESSIONS: There are 6 breakout sessions listed. Each session will run twice affording you the opportunity to attend two of the six sessions. Please note: you should have previously signed up for your breakout sessions. If you have questions, please check with an ACCP staff person. Please see insert for location. Determining participation in disaster relief is never an easy task with a clear answer. There are numerous factors to take into account including conditions on the ground, business pressures and the notion of “doing the right thing”. In this session, our speakers will explore how to develop a systematic response, discuss the things that can’t be accounted for – no matter the preparation, and general best practices for disaster response. 4:05pm – 5:00pm - 2nd Round Breakout Sessions – Guide & Position BREAKOUT SESSIONS – POSITION: 3:00pm – 3:55pm - 1st Round Breakout Sessions – Guide & Position Please see insert for location. BREAKOUT SESSIONS – GUIDE: Choosing the Right Nonprofit/Corporate Sponsor that Aligns with Your Business Speakers: Lauren Moore, President, eBay Foundation Sandra Wheatley, Global Director of Community Relations, Cisco Selecting a nonprofit is no longer just giving money and hoping good comes of it – selecting the right corporate partner must align with corporate initiatives while being able to set expectations and establish measurement practices. This session will explore the selection process of your nonprofit partner, management of expectations and requirements, as well as assessing the ability of the partner to receive your donation – do they have the capacity? Can they execute and deliver the necessary reports you need to validate your giving? Making a Difference – How to Align a Corporate Contributions Program with CSR Strategy Speakers: Alan Timothy, Vice President, Community Affairs, MillerCoors Ezra Garrett, Director, Community Relations, Pacific Gas & Electric Investing in the community where your company operates is certainly one way to direct your corporate contributions program. However shouldn’t it be more than that? Shouldn’t companies assess the social and economic impact of their business and align philanthropy against those factors? Isn’t this after all the essence of being a responsible citizen? Numerous companies have expanded their definition of social responsibility to include more than just investing in the community. Now improving social conditions to help sustain a vibrant economic environment is just as important. In this session, hear how contributions executives align their program with the overall business goals of having a positive impact on society. 10 Speakers: Joseph C. Ruiz, Humanitarian Relief Program Manager, The UPS Foundation John Bustle, Vice President, John Deere Foundation; Manager, Corporate Citizenship, Deere & Company Launching a Program Internationally Speakers: William Lin, Ph. D., Director, Worldwide Contributions & Community Relations, Johnson & Johnson Tim Stiles, Partner, Global Grants Program, KPMG As many can attest, launching an international program nearly always involves some sort of unforeseen legal or cultural implication. This session will explore the best – and worst – practices of how to launch an international program and what should be fully vetted prior to launching to avoid the pitfalls so many others have met. Employee Generational Changes/Demographics Speakers: Lew Karabatsos, Vice President, Corporate Philanthropy, Monster John F. Coy, Founder & President, The Consulting Network As society continues to evolve and change, so does the available workforce. No longer can employee programs be developed in a vacuum without your employees input – the programs must meet the needs of your millennial workforce and not only provide a philanthropic outlet, but must also provide meaning in the workplace in order to retain the best and brightest employees. Creating a Personal Relationship with your Customer through Electronic Media Speakers: Megan Wood, Manager Charitable Giving, Southwest Airlines Dean Kephart, Group Manager, Community Relations, Target This session will investigate best practices in building customer loyalty by creating a personal relationship through social media, but in two very different applications. By addressing customers’ concerns and allowing them to “virtually” chime in to discussions - whether it be on day to day operations or on where philanthropic monies should be distributed - can your company ultimately build loyalty with consumers and increase your bottom line through electronic media? 11 Monday, March 7, 2011 (continued) 6:00pm – 9:00pm - Monday Evening Networking Event Location: Meet in the Hotel Lobby, Transportation provided by FedEx 8:30am – 9:00am - Welcome From Mark Shamley, CEO, ACCP Location: Spanish Ballroom Sponsored by: 9:00am – 10:30am - Sustain: Sustainable Investments in Workforce Development: Corporate Giving Strategies That Work! Location: Spanish Ballroom Speakers: Kerry H. Sullivan, President – Bank of America Charitable Foundation Akhtar Badshah, Director, Global Corporate Giving – Microsoft Corporation Experience Music Project | Science Fiction Museum and Hall of Fame Experience Music Project | Science Fiction Museum and Hall of Fame (EMP|SFM) may be the most unusual and inspiring museum you’ll ever experience. EMP|SFM is the place where the extraordinary world of popular music meets the otherworldly universe of science fiction. Learn about two popular passions through state-of-the-art exhibitions and hands-on interactives. This mind-blowing museum encourages exploration and creativity—all under one architecturally amazing roof! ACCP has reserved Level 3 of The Science Fiction Museum and Hall of Fame (SFM) inside The Experience Music Project so that Conference attendees will have exclusive access to the Experience Music Project galleries, including the Sound Lab and On Stage. Tuesday, March 8, 2011 7:00am – 8:30am - Breakfast/Industry Group Breakouts Location: Spanish Foyer Sponsored by: As the country tries to recover after the economic collapse in 2008, where does workforce development fall in the corporate responsibility agenda? Companies like Microsoft view job creation as a critical business driver and have invested in this issue for years. Others, such as Bank of America, are implementing strategies to tackle workforce development in more discernible terms. Both companies view this as a competitive priority not only for their businesses, but for the United States as a whole. This session is a must whether your company has strong workforce development links or it’s an emerging issue in the communities where you operate. Learn how executives at Microsoft are refining their workforce development platform under strategic initiatives such as Elevate America, part of the company’s Unlimited Potential effort. Additionally, hear from senior leaders at Bank of America on targeting specific partnerships with key organizations to help close the unemployment gap in the nation. Kerry H. Sullivan Akhtar Badshah 10:30am – 11:00am - Morning Break (Exhibit Booths Open) Location: Spanish Foyer Sponsored by: Enjoy complimentary breakfast with colleagues, or grab a plate and join an informal group discussion on various topics. Industry group meetings are a great way to address your most pressing questions relevant to your industry’s primary areas of focus. Please see insert for a listing of the Industry Groups that will be gathering and the room location for each. 12 13 Tuesday, March 8, 2011 (continued) 11:00am – 12:00pm - Position: Clarity and Consistency – Integrating Cause Branding into an Overall Business Communications Strategy Location: Spanish Ballroom Speakers: Mike McDougall, VP, Corporate Communications and Public Affairs, Bausch + Lomb Kim Thomas, Senior Vice President, Human Resources at The Jones Group Whether or not communications falls into your area of responsibility, corporate giving executives must champion their cause brand identity within the company. How do you achieve organizational buy-in, and once achieved, secure resources to tell your story effectively? What are the elements of a winning cause branding plan, and how do you intertwine your cause brand messaging into your company’s overall communications strategy? 1:00pm – 2:30pm - Position: Piloting Change within your Company Location: Spanish Ballroom Speaker: Chip Heath, Author of Switch Sponsored by: Mike McDougall You’ve spent the past year analyzing industry trends, assessing competitive benchmarks, auditing your current social investment portfolio, developing metrics to measure return-on-objectives, and vetting a stable of nonprofit partners aligned with your new enterprise-wide cause strategy. Every “t” is crossed and “i” dotted. In this session, you will hear from experienced executives on what constitutes a comprehensive communications plan, how to sell your cause branding platform companywide and ensure your message is woven into an overall communications plan. 12:00pm – 1:00pm - Networking Lunch Location: Spanish Foyer Sponsored by: Chip Heath Kim Thomas Yet with all this due-diligence, change within your company is historically met with withering resistance. How do you change things when change is hard? New York Times bestselling author, Chip Heath will speak on the lessons to be learned of his most recent book, Switch, and dissect the framework necessary for you to make changes happen in your company no matter your resources or influence. Heath’s research in psychology and sociology have revealed adaptable patterns of successful change at any organizational level and he will tell you the necessary triggers and receptors that must be leveraged to obtain the results you are looking for as change-agents. 2:30pm – 3:00pm - Afternoon Break (Exhibit Booths Open) Location: Spanish Foyer The Hunger Group will meet in the Kensington conference room. The Board of Directors Program Committee will meet in the St. James conference room. 14 Sponsored by: 15 Tuesday, March 8, 2011 (continued) 3:00pm – 3:55pm – Breakout Sessions – Sustain & Position STEM - What Works? There are 4 breakout sessions listed below. Please select one session to attend. Please see insert for location. Speakers: Karen Garsson, VP of Corporate Responsibility, SAIC Elisabeth Zeller, Senior Finance Manager, Corporate Affairs, Intel Corporation BREAKOUT SESSIONS – POSITION: Are the projects your company is investing in producing change and improvements in STEM? What best practices are available for you to benchmark against? If you find this area a challenge, then this breakout is for you. Learn how to be the change you wish to see and create sustainable impact through your STEM program. Development of your Cause Brand Speakers: Debb Kalmbach, Manager, Global Corporate Citizenship, Amway Kori Reed, Executive Director, ConAgra Foods Foundation How have successful companies gone about establishing a brand that becomes the vehicle through which all their philanthropic initiatives are communicated? What sort of issues must be considered and where should one begin when developing a cause brand? We will learn just that from two member companies who have successfully implemented a cause brand in this session as best practices are discussed. 5:30pm – 7:30pm - Closing Night Reception & Dinner Location: Meet in the Hotel Lobby, Transportation provided by FedEx Sponsored by: BREAKOUT SESSIONS – SUSTAIN: Building an Engaged Workforce Speakers: David Campbell, All Hands Volunteers Mylo Carbia, AmeriGives Kalman Stein, EarthShare Steve Delfin, America’s Charities Do you know how your company can move beyond traditional volunteerism and what programs will result in workforce loyalty? This session will explore how to prevent employee involvement fatigue, develop an effective employee engagement communications strategy - that is both relevant and substantive - and integrate employee engagement initiatives into workforce development strategy. Furthermore, the session will discuss how to broaden your employee participation base and integrate employee engagement programs into corporate culture. Integrating Social Responsibility into HR FareStart Dinner FareStart is a culinary job training and placement program for homeless and disadvantaged individuals. Over the past 18 years, FareStart has provided opportunities for over 3,500 people to transform their lives, while also serving over 4 million meals to disadvantaged men, women, and children. By dining at the FareStart Restaurant, you can enjoy delicious cuisine while also learning more about the FareStart program. All proceeds go directly back into the program to support the FareStart job training and placement programs. Speakers: Suzanne Piner, Deputy Director, Community Partnerships & Philanthropy, Booz Allen Hamilton Kristen Buckley, Manager, Community Partnerships & Philanthropy, Booz Allen Hamilton When it comes to how companies tie in social responsibility to human relations functions such as the performance review process, numerous questions abound. Does it apply to all employees or only senior executives? Should companies direct staff into certain fields of service that align with corporate initiatives? Should volunteerism align with their career path or deviate entirely? All of these questions will be explored and best practices will be shared by those who have implemented successful programs. 16 17 Wednesday, March 9, 2011 Speaker Biographies Akhtar Badshah 8:00am – 9:00am - Breakfast/Delegate Assembly Senior Director, Microsoft Global Community Affairs Location: Spanish Foyer/Spanish Ballroom Akhtar Badshah is the senior director of Global Community Affairs at Microsoft Corporation, where he administers the company’s global community investment and employee programs. Among his responsibilities, Badshah manages the Community Technology Skills Program (CTSP), a global initiative designed to help narrow the technology skills gap; aid global workforce development; and create social and economic opportunity by providing technology training through community technology centers. Badshah also oversees programs aimed at helping nonprofit organizations improve their effectiveness through increased technology capacity. 9:00am – 10:15am - Sustain: Shining a Spotlight on Sustainable Giving Location: Spanish Ballroom Speakers: Curt Weeden, Author of Corporate Social Investing and Smart Giving is Good Business Join the founder of ACCP, Curt Weeden, for a poignant and honest look at the state of corporate philanthropy. Learn what companies should be doing to extract more value from their social investments and philanthropic activities and what exactly makes a savvy corporate contributions executive in our ever evolving industry. Prior to joining Microsoft, Badshah was the CEO and president of Digital Partners Foundation, a Seattle-area nonprofit organization whose mission is to utilize the digital economy to benefit the poor. Curt Weeden Weeden is currently president of the consulting firm, Business and Nonprofit Strategies, Inc. and author of Corporate Social Investment and has just released his latest book, Smart Giving is Good Business, which addresses how corporate giving is beneficial to both society and companies. Badshah is an architect by training and a doctoral graduate of the Massachusetts Institute of Technology. He is the co-author of a new book “Technology at the Margins – How IT Meets the Needs of the Emerging Markets”, published by Wiley and Sons. He is very active in the Seattle area community and serves on nearly a dozen boards in the local and global nonprofit community. Kris Engskov Starbucks Regional Vice-President, Pacific Northwest 10:15am – 11:15am - Sustain: Measuring Impact: The LBG Model Location: Spanish Ballroom Speakers: David Logan, Co-Founder and Managing Partner – The Corporate Citizenship What’s required to effectively measure the impact of any social investment? David Logan, cofounder of the Corporate Citizenship Company has spent the better-part of two decades perfecting a measurement process using the London Benchmarking Group (LBG) model. The model organizes inputs (cash, product, and volunteerism) then analyzes the social impact of those activities. Logan will review the inner-workings of the model to help de-mystify the measurement process. This session is a must for any corporate citizenship executive looking to demonstrate within their company how their work adds both business and social value in real terms. 11:15am – 11:30am - Closing Remarks with Mark Shamley Location: Spanish Ballroom 18 As regional vice-president of the company’s Pacific Northwest region, Kris Engskov leads day-to-day operations for the region’s 600 stores across Washington, Oregon, Alaska and Idaho – including the company’s first store in Seattle’s Pike Place Market. David Logan Kris joined Starbucks in 2002 and since that time has served in a number of senior management positions in both the US and Europe, most recently as managing director of Starbucks Coffee Switzerland and Austria, a joint-venture with the Marinopoulos Group BV. Kris began his operations career in the United Kingdom where he previously led the company’s Central London region as director of operations. Prior to joining Starbucks, Kris worked for Madrona Venture Group, LLC, a Seattle-based venture capital fund. He spent a majority of his early career in public service. From 1993 to 2000, Kris served in a number of positions in the White House including Assistant Press Secretary and Personal Aide to the President. Kris serves on the Board of Directors of the Greater Seattle Chamber of Commerce. He graduated from the University of Arkansas at Fayetteville with a Bachelor of Arts degree in public administration. 19 Chip Heath NY Times, BusinessWeek, and Wall Street Journal Best-Selling Author of Made to Stick and SWITCH, NY Times and WSJ Best Seller Chip Heath is a professor at Stanford Graduate School of Business, teaching courses on business strategy and organizations. He is the co-author (along with his brother, Dan) of two books. Their most recent book, Switch: How to Change Things When Change is Hard debuted at #1 on the New York Times and Wall Street Journal bestseller lists. Their first book, Made to Stick: Why Some Ideas Survive and Others Die, was a New York Times and Business Week bestseller, and was an Amazon Top 10 Business Book for 2007 for both editors and readers. It was translated into 27 languages including Thai, Arabic, and Lithuanian. His parents are just happy that their sons are playing well together. Rodney Hines Starbucks Director of Community Investments Rodney Hines provides strategic direction, relationship management and support to Starbucks Coffee Company for community investments. In this position, Rodney is responsible for integrating and managing innovative investment programs that benefit both the communities in which we purchase our coffee and tea; and where we have retail stores. Prior to Starbucks, Rodney served as Community Affairs Manager at Microsoft Corporation for four years. Before Microsoft, Rodney served as the Coordinator of Partnership Development for the Casey Strategic Learning Center (CSLC). The CSLC is a collaborative project of the Casey Family Program and the University of Kansas Center for Research on Learning. Rodney held an appointment as a University of Kansas Research Associate. Before the CSLC, Rodney served as a consultant with Cedar River Associates (CRA), a Seattle-based public policy consulting firm. At CRA, Rodney successfully managed several projects including school and community-based Medicaid outreach initiatives throughout King County; grassroots advocacy for the Friends of the Basic Health Plan – a statewide coalition of organizations working to provide health insurance for low-income residents in Washington State; and the annual evaluation of a regional AmeriCorps program. Additionally, Rodney has held several management positions in Boston and Chicago for the national AmeriCorps program City Year. Currently, Rodney serves on the boards of the Philanthropy Northwest and Capital Hill Housing and is a member of the Community Advisory Council for the Seattle Art Museum. Jessica Jackley Co-Founder of Kiva, the Revolutionary Microlending Website business, and lift themselves out of poverty. Loans start at $25. Named one of the top ideas of 2006 by The New York Times Magazine, and praised by Oprah, Bill Clinton and countless others, Kiva is one of the fastest-growing social benefit websites in history. Since its founding, in 2005, it has loaned over $100 million from lenders to entrepreneurs across 182 countries (By 2012, it expects to have loaned over $1 billion to the world’s working poor). For all its success, Kiva remains animated by a simple message (“To connect people through lending to alleviate poverty”) and by the idea that relationships are a powerful force for positive change. Jackley, a finalist for TIME’s 100 Most Influential People in 2009 and an honoree for USA Networks’ Character Approved award in 2010, first saw the power and dignity of microfinance while working in East Africa with a microenterprise nonprofit. Sector-agnostic about social change, Jackley has worked for public, nonprofit, and private organizations including the Stanford Center for Social Innovation, Amazon, and others. In 2009, she began work on ProFounder, which provides new ways for small businesses in the U.S. to access start-up funding through community involvement. She also teaches Global Entrepreneurship at the Marshall School of Business at USC. She holds an MBA from the Stanford Graduate School of Business and a BA in Philosophy and Political Science. Discussing a wide-range of timely issues, from economic development to women’s empowerment to Web 2.0, she reminds us that, at the heart of social entrepreneurism, there will always remain the connection between two human beings. Mark Kramer Founder and Managing Director, FSG Mark oversees FSG’s consulting practice and action initiatives. He also serves as a Senior Fellow in the CSR Initiative of the Mossavar-Rahmani Center for Business in Government at Harvard’s Kennedy School of Government. Mark is a founder and served as initial Board Chair from 2000 to 2004 of the Center for Effective Philanthropy, a nonprofit research organization in Cambridge, Massachusetts. Mark has spoken and published extensively on topics in philanthropy and Corporate Social Responsibility, including strategy, evaluation, leadership, social entrepreneurship, community foundations, venture philanthropy, cross-sector collaboration, and social investment. He is co-author, with Professor Michael E. Porter, of three influential Harvard Business Review articles entitled “Philanthropy’s New Agenda: Creating Value” (1999), “The Competitive Advantage of Corporate Philanthropy” (2002), and “Strategy and Society: The Link Between Competitive Advantage and Corporate Social Responsibility” (2006). In the Stanford Social Innovation Review he has published with John Kania “Game Changing CSR” (2006) and with Professor Ron Heifetz “Leading Boldly” (2005). He is also a regular contributor to The Chronicle of Philanthropy. Prior to founding FSG, Mark served for twelve years as President of Kramer Capital Management, a venture capital firm, and before that as an Associate at the law firm of Ropes & Gray in Boston. He received a B.A. summa cum laude from Brandeis University, an M.B.A. from The Wharton School, and a J.D. magna cum laude from the University of Pennsylvania Law School. Jessica Jackley is the co-founder of Kiva, the world’s first peer-to-peer microloan website. At Kiva.org, users can make microloans directly to specific developing world entrepreneurs, who then use the money to start or grow a small 20 21 Jackie Liao Mike McDougall Jackie is manager of Community Investments and Global Responsibility for Starbucks Coffee Company. In 1998 she began as community affairs specialist and created the company’s partner (employee) programs. The matching gifts and volunteer programs have encouraged and supported the civic engagement of Starbucks partners with over $6 million of contributions to communities since their inception. Mike McDougall, APR, is vice president, Corporate Communications and Public Affairs, for Bausch + Lomb, where he leads the global eye health company’s outreach to business, financial, and healthcare media; executive and employee communications; government and community relations, and corporate philanthropy. In 2010, PRWeek named Bausch + Lomb a finalist for its In-House PR Team of the year honor. In her subsequent role as manager of corporate giving, Jackie was responsible for the overall giving strategy for Starbucks contributions in the U.S. Her responsibilities included management of national and regional partnerships as well as major product donations. Prior to joining Bausch + Lomb in 2007, McDougall was worldwide market development director (Americas) for digital cameras and devices with Eastman Kodak Company. From 2003 to 2006, he was worldwide director of products and services public relations at the photography giant, where he developed global communications strategies for the company’s complete range of consumer digital products and services. While at Kodak, McDougall was named to the Consumer Electronics Association’s Board of Industry Leaders, and chaired CEA’s 300-company digital imaging division. Starbucks Manager of Community Investments & Global Responsibility From 2006-2008, she was manager of international community affairs, developing a framework for international grantmaking and also advising Starbucks existing and new international markets in their approach to corporate social responsibility. In addition, she oversaw the Starbucks China Education Project, a $5 million fund at Give2Asia that supports education efforts throughout China. In her current role, Jackie oversees the Starbucks Social Entrepreneurs Fund, a grant program in Starbucks retail markets, focused on helping young people identify and address community needs as well as developing strategies to meet the Company’s goal of contributing 1 million community service hours a year by 2015. She earned her Bachelor of Arts degree from the University of Puget Sound. David Logan Co-Founder and Managing Partner, Corporate Citizenship David is joint Chair of Corporate Citizenship, a full service corporate responsibility consulting firm with offices in London and New York. He began working on corporate responsibility in 1980 when he joined Levi Strauss & Co in Europe and later became Director of Special Programs based in San Francisco. David advises on corporate community involvement and CSR strategy and has done pioneering work in management and social reporting systems to, measure and report corporate responsibility across all company stakeholders, and helped create the London Benchmarking Group (LBG). David has worked extensively on corporate social responsibility issues in Europe, the US, and in more than 30 emerging markets of Africa, Asia and Latin America; and has worked for companies such as, Abbott, Becton Dickinson, Vodafone Foundation, Cadbury and Unilever; helping manage the joint study with Oxfam on the impact of Unilever Indonesia. He has published several studies on issues like the impact of HIV/AIDS on business and he also co-wrote “Corporate Citizenship: Rationale and Strategies” for the Hitachi foundation in the USA. David is a graduate of London University, with an MA degree in Philosophy. He is a Visiting Fellow in corporate responsibility at Cranfield Business School England, and a Fellow of the George Washington University Corporate Responsible Center in Washington DC. 22 VP, Corporate Communications and Public Affairs, Bausch + Lomb Before Kodak, McDougall was director of operations and public relations at Buck & Pulleyn, Inc. During his nearly sixyear tenure at the Rochester, N.Y.-based PR and advertising firm, he served clients such as Johnson & Johnson, Bausch + Lomb, Xerox, Kodak, Corning, and Constellation Brands while growing the public relations practice by over 800 percent. He also led the agency to considerable national and international recognition, including being named PRWeek’s Boutique Agency of the Year in 2002, and a coveted spot on The Holmes Report’s “Best Places to Work in PR” ranking. Ben Packard Starbucks Vice-President of Global Responsibility Ben Packard joined Starbucks Coffee Company in April 1998 as the Environmental affairs manager after receiving his Master of Business Administration and Certificate in Environmental Management from the University of Washington in Seattle. Prior to Starbucks, Ben worked for six years in the environmental field for a non-profit, a governmental policy agency, and then privately with a start-up in the recycling industry. Ben is responsible for designing the strategy and developing programs in support of the Company’s commitment to global responsibility. He was responsible for completing an environmental footprint analysis for the Company using the Natural Step Framework. From the footprint, Starbucks has established focus areas and performance metrics that are woven into the strategic planning process. Ben was part of the initial team of Starbucks partners in the precursor to Global Responsibility, the Corporate Social Responsibility department, which was established in November 2000. In January 2000 Ben received a Fellowship from the Environmental Leadership Program, named Starbucks “Leader of the Year” for 2002 for his work on the Environmental Footprint Project and is currently serving as a Delegate in the USJapan Leadership Program. Ben also serves on the board of Net Impact, the Mayor of Seattle’s Urban Sustainability Advisory Panel, and as chair of the US Green Building Council’s Retail Development Committee. 23 Cathy Ramos Kim Thomas Cathy Ramos, Community Affairs Manager at The Coca-Cola Company, is responsible for reviewing, analyzing and responding to community requests and grant proposals, representing the Company at community events, and managing key relationships with charitable organizations and community stakeholders. Currently, she is leading a project to automate the Company’s employee volunteerism. Previously Cathy managed the K-12 education initiatives for the Company and The Coca-Cola Foundation, including the Coca-Cola Valued Youth program. Kim is Sr. Vice President, Human Resources at The Jones Group. In this role, Kim’s responsibilities include overseeing the company’s benefits and compensation programs and HR information systems. In addition, she has employee relations responsibility for the administrative headquarters and two distribution centers. Kim sits on Jones’ Strategic Committee for Corporate Excellence, and has an active role in the corporate contributions program, including the main cause initiative Jones New York in the Classroom. Kim joined The Jones Group in 1997 as HR Manager. During her 13 years with Jones, the company successfully completed eleven acquisitions of other apparel, footwear and jewelry companies. Kim had an integral HR role in each of these acquisitions, allowing her to continually assume additional responsibilities. Kim has held her current position of Sr. Vice President, Human Resources since 2007. Community Affairs Manager, The Coca-Cola Company Cathy joined the Company in 1997 as Manager of Instructional Development in the Information Technology function. In addition to managing the curriculum development for the global rollout of SAP, she managed the associated training systems and the deployment of a virtual classroom system. Cathy has an extensive background in education and training that spans 20 years. Prior to joining The Coca-Cola Company, she served as Technical Training and Documentations Director for AT&T Tridom, and Training Director at Racal-Datacom. Cathy’s career in education began as a high school mathematics teacher in Fulton County, Georgia. Cathy serves on the board of the Atlanta Girls’ School, as the Chair of the Administrative Board of her church and was a previous board member of the Georgia Partnership for Excellence in Education. She is a member of the Atlanta Chapter of the American Association of Training and Development and has been a member of the International Society for Performance Improvement.. Kerry Sullivan President, Bank of America Charitable Foundation Kerry H. Sullivan is President of the Bank of America Charitable Foundation. In this role, Sullivan leads a team responsible for implementing a broad range of national programs associated with the company’s corporate social responsibility initiative. These programs, including the bank’s signature philanthropic investments, financial literacy, asset building, and disaster relief, collectively create positive impact in local neighborhoods across the country and support the company’s business goals. Sullivan is responsible for creating strategic initiatives and partnerships through focus areas including education, health and human services, and associate volunteerism. Senior Vice President, Human Resources, The Jones Group Prior to joining Jones, Kim worked for a small privately held manufacturing company. There she held various positions in administrative and operations management and ultimately developed the human resources function. Kim earned a Bachelor’s degree in elementary education from Bloomsburg University, and has done post graduate work at Temple and LaSalle. She resides in Montgomery County, PA with her husband and two children. Curt Weeden Author of Corporate Social Investing and Smart Giving is Good Business Curt Weeden is president of Business & Nonprofit Strategies, Inc., a consulting group providing management guidance to corporations and not-for-profit organizations. The author of Smart Giving Is Good Business (Jossey-Bass/Wiley) and the novel Book of Nathan (Oceanview Publishing), Curt speaks frequently on philanthropy trends and how businessnonprofit alliances can generate social change while also addressing private sector interests. After leaving his post as a Johnson & Johnson vice president, Curt was ACCP’s first chief executive. His op-eds and articles about philanthropy developments and challenges have appeared in Business Week, USA Today, The Miami Herald, San Francisco Examiner, Chronicle of Philanthropy. The Los Angeles Times and several other publications. Sullivan manages the bank’s signature philanthropic program, the Neighborhood Excellence Initiative® (NEI) which builds capacity and leadership in nonprofit organizations and individuals through unrestricted funding and leadership development training. Through NEI, the bank has invested more than $90 million in local communities and more than 2,000 individuals have been recognized for their service to strengthening communities. Prior to joining the Bank of America Charitable Foundation, Sullivan managed Philanthropic Management Foundation Advisory Services at the bank —a team responsible for distributing more than $200 million in charitable grants on behalf of clients. 24 25 ACCP Board of Directors ACCP Member Companies 2011 Executive Committee Chair Rhonda Crichlow Novartis Vice Chair Kori Reed ConAgra Foods Foundation Treasurer Mark Dederer Wells Fargo Secretary Angela Woods Darden Foundation Directors Maria Brous Publix Super Markets John Bustle Deere & Company Jean Lim Amgen Dannielle Campos Bank of America Rhonda Mims ING Kelly Chopus Goodrich Bill Shore GlaxoSmithKline Michael Dupee Green Mountain Coffee Roasters Kim Thomas The Jones Group Christine Johnson Mutual of Omaha Foundation Eileen Walter Rockwell Automation Lew Karabatsos Monster Worldwide Heidi Weaver Target Corporation Jackie Liao Starbucks Coffee Company Carrie Varoquiers McKesson Foundation Thank You To Our 2010 Outgoing Directors Meagan Campion Lockheed Martin 26 Gilbert Llanas Richard Henning United Water Tim Nowlis Boeing Dean Thorp Wells Fargo Amway Pacific Gas & Electric Dominion Resources Inc. Blue Cross Blue Shield of Florida Taco Bell Foundation for Teens Mutual of Omaha Foundation Archer Daniels Midland Company McKesson Corporation Collette Vacations Nordson Corporation Micron Technology Foundation Inc. Yum! Brands, Inc. Wells Fargo ING Foundation Cummins Inc Alliant Energy Foundation Deere & Company AAA of Northern California, Nevada and Utah Boeing Robert Bosch LLC BP America C.R. Bard, Inc. Deloitte Services, LP Duke Energy Corporation Amgen Ashland Inc. AstraZeneca Bank of America Becton Dickinson HCR ManorCare Eaton United Technologies Corporation Pitney Bowes Inc. Aetna Beckman Coulter Foundation Caterpillar Corporation Chevron ConAgra Foods ConocoPhillips Darden Restaurants Hasbro, Inc. Cisco Novartis Pharmaceuticals CUNA Mutual Group Foundation FedEx sanofi-aventis, U.S. FirstEnergy Sony Electronics Inc. Johnson Controls, Inc. Union Pacific Northwestern Mutual Green Mountain Coffee Roasters, Inc. CDW Forest City Union Bank Playboy Enterprises, Inc. Rockwell Collins Publix Super Markets, Inc. Societe Generale Corporate & Investment Banking JPMorgan Chase eBay ESPN Booz Allen Hamilton McMaster-Carr Supply Company JCPenney We Energies Ethicon ExxonMobil Corporation Ford Motor Company Indianapolis Power & Light Company Janssen Pharmaceuticals The Jones Group Merck & Co., Inc. McNeil Consumer Healthcare Rockwell Automation MillerCoors Target Toyota Motor Sales, USA Tupperware Brands Corporation Goodrich Corporation The Hartford MassMutual Financial Group PSEG Services Corp Shell Oil Company Eli Lilly and Company Starbucks Coffee Company Kellogg Company Neutrogena Turner Broadcasting System, Inc. Tyson Foods, Inc. Orlando Magic Georgia-Pacific LLC GlaxoSmithKline Lockheed Martin Corporation Pfizer, Inc. Procter & Gamble Universal Orlando UPS Horizon Blue Cross Blue Shield of NJ General Mills KPMG, LLP United Water Safeco Insurance WellPoint HSBC - North America Gaylord Entertainment Farm Credit Hilton Worldwide The Harley-Davidson Foundation, Inc Johnson & Johnson Roche Wm. Wrigley Jr. Company Brown-Forman The Walt Disney Company Genentech Walmart Monster Worldwide, Inc Textron Northrop Grumman Hershey Company CIBA VISION The Coca-Cola Company Constellation Energy Investors Management Corporation Southwest Airlines Expedia, Inc. Novo Nordisk SC Johnson & Sons, Inc. MGM MIRAGE Life Technologies SAIC Newell Rubbermaid Weyerhaeuser Hormel Foods Norfolk Southern Bausch + Lomb United Natural Foods Inc.(UNFI) Cardinal Health CoreLogic Edward P. Wallace, Jr. Sony Electronics, Inc. 27 2011 Conference Ehibitors 28 2011 Conference Sponsors Thank you to the following companies for their in-kind donations: Amway • eBay • The Hershey Company • Kellogg Company • Target Tupperware Brands Corporation • Wm. Wrigley Jr. Company • Yum! Brands