Trip Report About Out & Equal 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 sexual orientations, gender identities, expressions, and characteristics. Out & Equal Workplace Advocates is the world’s premier nonprofit organization dedicated to achieving lesbian, gay, bisexual, and transgender workplace equality. We collaborate with leading local, national, and global corporations, their executives, human resources professionals, employee resource groups, and individuals to provide leadership & professional development, education, and research to create a culturally accepting work environment free of discrimination. At our annual Workplace Summit, we bring together LGBT employees, HR professionals, and executives from around the world to learn from each other and from experts. We work at all levels within companies: ERGs, HR teams, executives, and others. Out & Equal takes the view that supportive, collaborative, professional partnerships lead to workplaces that are free from discrimination and help all people thrive. #OESUMMIT Summit 2015 Partnerships #OESUMMIT Summit 2015 Partnerships #OESUMMIT Summit 2015 Partnerships #OESUMMIT Summit 2015 Partnerships #OESUMMIT Summit 2015 Partnerships #OESUMMIT Summit 2015 Partnerships #OESUMMIT Total Attendance 3,147 Demographics Sexual Orientation Gender Note: Data reflects survey respondents only Demographics Annual Income Ethnicity Note: Data reflects survey respondents only Demographics Industries Represented Impact Visibility. Visible corporate support and participation at the annual Out & Equal Workplace Summit reinforce company brand and reputation as an employer of choice for the Lesbian, Gay, Bisexual, Transgender and Ally (LGBTA) community. Out & Equal partners are branded as world leaders on emerging issues, employment policies, and LGBT cultural competence. When companies are visibly supportive of LGBTA workplace equality by partnering with Out & Equal, they attract and retain talent, create a more diverse and inclusive workplace, and gain the support of socially conscious consumers and clients. In addition to corporate visibility, Out & Equal partnership offers senior and emerging executive visibility. The resources and networking opportunities geared specifically to executives, Human Resources and Diversity & Inclusion professionals, and LGBTA Employee Resource leaders and members provide unparalleled opportunities in leadership development and executive elevation. Empowerment. The Out & Equal Workplace Summit is proud to offer a rich series of workshops, roundtables, panels, plenaries, events and programming for companies and their employees to strengthen professional and community relationships, reinforce organizational values, and develop expertise and leadership skills in response to emerging LGBT workplace issues. The coveted Outie Awards are also given in recognition of an individual company LGBTA Champion, LGBTA ERG of the Year, and company award for Workplace Excellence creating opportunities for employee empowerment and year-round engagement. Education. Partnerships with Out & Equal are essential for organizations to stay on the leading edge of best practices in LGBT talent management. Out & Equal’s education and thought leadership opportunities encompass a 360 degree approach to excellence in Diversity & Inclusion. Educational opportunities targeted to Employee Resource Groups, talent acquisition professionals, and senior executives include tracks that range from developing complex legal frameworks to building fully inclusive cultural practices that are evidence-based and benchmarked in line with business goals. Beyond the learning and professional development opportunities, we provide the single best chance for building relationships with peers within and across business sectors that allow for continued dialogue and learning. #OESUMMIT Programming Three full days of LGBT-focused content presented over 95 sessions, covering the following workplace trends: Allies Beyond Corporate Workplaces Beyond LGBT Diversity Changing Workplace Climate ERG/BRG or Diversity Council Executives/Management LGBT Films Global Law, Policy and Benefits Professional Development #OESUMMIT Leadership Day Join company leaders for a concentrated focus on LGBT workplace issues covering one of the following topics of choice: • • • • • • • Unconscious Bias Advanced Employee Resource Group (ERG/BRG) Topics Your Journey to ERG Success: Mapping a Framework to Win Global Leadership Seminar Allies Leadership Seminar Faith Leadership Seminar Train the Trainer #OESUMMIT Outie Awards The coveted Out & Equal Workplace Awards, known as “the Outies,” recognizes individuals and organizations that are leaders in advancing equality for LGBT employees in workplaces around the world. The 2015 Outie Award Descriptions Champion Award The Champion Award has been combined with the previous Trailblazer Award. The Champion Award recognizes an LGBT individual or Ally who has made a significant contribution to advancing workplace equality. The Champion Award winner will have shown a unique commitment to LGBT workplace rights and will have used his or her talents to further that cause, even at some risk. LGBT Employee Resource Group of the Year This award recognizes an outstanding employee resource group (ERG) with a proven track record of success in advocating for LGBT equal rights in its workplace. Workplace Excellence This award recognizes an employer that has a historic and ongoing commitment to pursuing and executing workplace equality for LGBT employees in the workplace. This employer has a history of continually raising the bar of workplace equality for others to aspire to. Regional Affiliate of the Year Award Recognizes an Out & Equal regional affiliate that has demonstrated unparalleled commitment to the Out & Equal mission through exceptional programming and sound organizational practices. The 2015 Outie Award Finalists Champion Award Finalists Michael DeAngelis of Intel Corporation Cynthia Armine-Klein of First Data Corporation Howard Ungerleider of DOW Beth Brooke-Marciniak of EY ERG of the Year Finalists Walmart PRIDE Pride at Work, Thomson Reuters Open & Out, Johnson & Johnson Chubb Pride, Chubb Group of Insurance Companies UK EAGLE, IBM United Kingdom Ltd. Workplace Excellence Finalists AT&T Wells Fargo & Company Xerox Corporation Bank of America The Walt Disney Company The 2015 Outie Award Winners A selection committee determines finalists based on nominations. An independent panel of business and community leaders vote and select winners based on information and references provided. LGBT ERG of the Year Open & Out, Johnson & Johnson Champion Award Howard Ungerleider, The Dow Chemical Company Regional Affiliate of the Year San Francisco Workplace Excellence The Walt Disney Company Keynotes #OESUMMIT Selisse Berry Founder & CEO, Out & Equal Workplace Advocates “We are all in the fight towards workplace equality together.” #OESUMMIT Jason Collins Professional Athlete “Adversity is a challenge, a challenge that is meant to be overcome.” Annise Parker Mayor Houston, Texas “We are not petitioning our rights, we are claiming our rights as equal Americans.” #OESUMMIT Brigadier General, Tammy Smith Dr. Vivienne Ming Brigadier General, U.S. Army Reserve Co-Founder and Managing Partner, Socos #OESUMMIT Lisa Kron Sydney Lucas Writer – Fun Home Broadway Star – Fun Home “A collaboration to cherish! Lisa Kron knows precisely how to mix the demands of a musical and the brilliance of Bechdel’s memoir.” - Linda Winer, Newsday “Ms. Lucas is best known for her rendition of a song about same-sex yearning and identification, called “Ring of Keys,” which has become the show’s signature anthem. ” - Micahel Paulson, The New York Times #OESUMMIT Ticketed Events #OESUMMIT Human Resources Breakfast Sponsored by The Human Resources Breakfast provided a panel presentation and networking opportunities for diversity and inclusion / HR professionals interested in recruitment, retention, and development of the LGBT workforce. Topics covered: • • Generational differences of LGBT (and non-LGBT) employees in the workplace. Understanding LGBT populations, their priorities and requirements for compensation and benefits. #OESUMMIT Regional Affiliate Breakfast Sponsored by Regional affiliate leaders, along with members of the Transgender, Bisexual, and People of Color Advisory Committees, joined together to celebrate the year-round contributions and achievements of Out & Equal’s national network to advance LGBT workplace equality. At this year’s breakfast, we also released the official publication of Out & Equal’s Workplace Gender Identity and Transition Guidelines. #OESUMMIT Women’s Leadership Breakfast Sponsored by The Women’s Leadership Breakfast was focused on the achievements of LGBT women leaders in the workplace. The breakfast offered tremendous opportunities to make valuable connections and learn from inspiring leaders within the LGBT community. Denice Torres President, McNeil Consumer Dr. Vivienne Ming Healthcare Co-Founder / Managing Partner, Socos #OESUMMIT Cris Williamson Singer / Songwriter Executive Luncheon Sponsored by An invitation only event, the Executive Luncheon was an exclusive opportunity to hear from out, C-Suite LGBT executives from Fortune 500 companies who shared their unique stories and the challenges / advantages of being out in the workplace. Cindy Armine-Klein Jim Fitterling Vice Chair of Business Operations, Dow Chemical Chief Control Officer, First Data Sander van’t Noordende Group Chief Executive, Accenture Products #OESUMMIT Government Luncheon Sponsored by For the first time, the Government Lunch brought together out government officials from different agencies, both domestically and internationally, to share how they are changing the political and social climate for the LGBT community. Joe Leonard, Jr. Ph.D. Carmen Middleton Deputy Executive Officer, CIA Assistant Secretary for Civil Rights, USDA Randy Berry Special Envoy, U.S. State Department #OESUMMIT Professional Networking Opportunities #OESUMMIT Opening Reception Sponsored by Attendees celebrated the first day of Summit with this kick-off reception! Attendees enjoyed a hosted bar, appetizers, opening remarks, music & entertainment and more. Ghjh Dfg #OESUMMIT Advocate Club Reception This invitation only event acknowledged Out and Equal’s generous individual donors and members of the Advocates Club. Members of the Advocates Club are visionary leaders who exemplify a personal commitment to achieving a world free of discrimination and play an integral role in fueling the continued success of Out & Equal. #OESUMMIT Board Meet and Greet Sponsored by An invitation only opportunity for select executives and company leaders to meet Out & Equal Board of Directors and to learn more about the organization and becoming a board member. Sdf #OESUMMIT Gala Reception Sponsored by Open to all Summit attendees and their guests, the general Gala Reception was a cocktail hour presented prior to the closing Gala Dinner Celebration. #OESUMMIT VIP Reception Sponsored by Summit sponsors were allocated a specific number of tickets to the VIP reception. The VIP Reception had limited capacity and was presented prior to the Gala Dinner Celebration. #OESUMMIT Special Programming #OESUMMIT Newcomer Orientation Sponsored by Always a standing room only event, the Newcomer Orientation was presented by Out & Equal staff members and designed for first time Summit attendees to learn about the history of Out & Equal, set Summit expectations, meet other newcomers from different companies, learn about the workshop, featured panel, case study and roundtable tracks and schedules, Summit plenaries and special events, and how to sign on and use the official Workplace Summit mobile app. #OESUMMIT Featured Sessions Sdf #OESUMMIT Corporate Partners in Equality: Policy and Practice Sponsored by As LGBT citizens gain more protections and rights including the right to civil marriage, state and local measures seek to curtail or limit protections of LGBT residents by allowing legal denial of access to goods and services based on religious objection. Proposed state sponsored modifications of the federal Religious Freedom Restoration Act, such as occurred in Indiana & Arkansas, have sparked both media attention as well as an opportunity for civic, local business, and corporate leadership to promote inclusive, non-discriminatory policies. Following the recent U.S. Supreme Court's ruling on marriage equality, this panel will explore the importance and impact corporate partners have in supporting LGBT equality and standing up to state and local policy initiatives that are potentially anti-LGBT. The panel will include the role corporate LGBT ERGs and allies play in decisions to speak up for diversity, non-discriminatory practices and values as the best alternative to adversity. Panelists: • Mike Harrington, Eli Lilly and Company • Jessica Shortall, Texas Competes • Andrea Shorter, Out & Equal Workplace Advocates • Ken Upton, Lambda Legal • Bob Witeck, Witeck Communications #OESUMMIT A Closer Look at Unconscious Bias Sponsored by A deeper understanding of how we all are impacted by what we have taught and how we react to world is emerging. The growth of discussions around 'unconscious and implicit bias' take us to the next level about how we are an integral part of creating further understanding and acceptance of all people regardless of race, religion, gender, sexual orientation, age and ability. We know the impact on each of us when assumptions about us as LGBT have on our lives, and our coming out and sharing our stories has changed that landscape over the years. It is time to start look inside the LGBT and ally community, especially in the workplace. We are not immune to these same biases and our presenters will share concepts, insights and programs that have been created to bring awareness of these biases from theory to reality. Panelists: • Stacey Aries, Corporate & Investment Bank Learning & Development • Dr. Vivienne Ming, Socos • Michael Trout, State Farm • Dr. Steven Yacovelli, SweetRush, Inc. #OESUMMIT Marriage Equality: What Your Company Needs to Know Now Sponsored by Winning marriage equality was one of the most significant moments in our movement's history but how will this affect your company? What should your ERG be advocating for? What's next for the LGBT movement? This panel will discuss the complexities of LGBT workplace equality after the legalization of gay marriage nationally. We'll cover best practices in domestic partner benefits, how this will affect your employees who work in states without workplace discrimination protections, and how this momentous win in civil rights can shape your company's policy and your ERG's goals. We'll talk about lessons learned in the movement and why workplace equality is our next big fight. Panelists: • Paul Castillo, Lambda Legal • Jenny Pizer, Lambda Legal • Mark Phills, Littler Mendelson • Andrea Shorter, Out & Equal Workplace Advocates • Marc Solomon, Author • Bob Witeck, Witeck Communications #OESUMMIT Thinking Globally, Acting Locally- Steps for Real LGBT Inclusion Sponsored by While many multi-national companies have policies advancing LGBTA workplace inclusion and nondiscrimination, the hard part is making it real for all around the globe. Join EY, GSK and HP for discussions about the practical steps we can take to 'make it real globally' including how ERGs/BRGs with a multi-country presence help promote a company's global values on a local level. Leveraging our successes with networks/ERGs/BRGs, thought leadership, leading practices, and collaborative opportunities from roundtables held around the globe will be shared and leveraged as the starting point for our discussion on how we can continue the collaboration at Out & Equal and beyond to make LGBTA inclusion real globally. Panelists: • Aimee Broadhurst, Bank of America • Rodney Cornelius, Nordics • Chris Crespo, EY • Tomas Leal, GlaxoSmithKline #OESUMMIT Voluntary Self Identification in the Global Workplace Sponsored by IBM, Citi and Target will host a panel discussion to talk about how they have implemented Self ID within their respective organizations, what stage they are at in the process and the successes and pitfalls they have seen along their different journeys. Stonewall will add their unique insight from a best practice perspective; and the workshop will facilitate discussion in relation to the subjects of regional and global implementation, benefits of key stakeholder buy-in prior to implementation, and demonstrates the importance and benefits of cross sector collaboration. The content links the tracks of Changing Workplace Climate; Law, Policy & Benefits; Executives/Management; and Professional Development, and will appeal to those who are thinking of implementing Self ID through to those who are more advanced in the process. Panelists: • Tarik Maliq, Target • Elizabeth Hook, Citi • Richard Taylor, Citi • Kim Marsh, Citi • Silvy Vulggen, IBM • Ulla Dalsgaard, IBM • Sarah Foster, Stonewall #OESUMMIT Case Studies #OESUMMIT Advancing LGBT Equality and Inclusion in the U.S. Intelligence Community Sponsored by This case study will explore how IC pride is advancing LGBT equality and inclusion across the US Intelligence Community. It will present an overview of the groups key priorities, how it is structured to advance those goals, and will provide specific examples of the impact that IC Pride has had. In addition, this session will discuss the benefits that interagency cooperation have yielded and Agency-specific strengths in the area of LGBT issues. Panelists: • Chris Courtemanche • Charles B. • Lee M. • Brian S. #OESUMMIT Navigating the New Financial Landscape- A Primer for Employers and LGBT Employees Sponsored by Do you understand what marriage equality means for your personal finances and how it will affect your employees? Laws impacting workplace equality are a major factor when navigating the financial landscape. This is true from the perspective of LGBT employees as well as their employers. This session will focus on key financial aspects concerning: - Your decision to marry: weighing the pros and cons Retirement planning: pension, 401k and Social Security strategies for married couples - Company benefits: determining the optimal retirement plan to offer your employees. Panelists: • Cassandra E. Biehl, Schmitt Young Investment Group • Steven W. Schmitt, Schmitt Young Investment Group • Kyle D. Young, Schmitt Young Investment Group #OESUMMIT Power of LGBT in the Growth Markets Sponsored by Implementing culturally sensitive LGBT programs in the world's fastest growing economies can be challenging for multinational corporations. In many growth markets, barriers such as a penal code criminalizing gay relationships and nonsupportive legislation are unfortunately still a reality today. Long recognized as the global leader for implementing LGBT programs and policies, IBM is committed to providing a safe, open and inclusive working environment for its 440,000+ employees worldwide. This workshop presents best practices and lessons learned on how IBM has addressed the LGBT community from a workplace and marketplace perspective in key growth markets across Asia, Europe, and Latin America. Panelists: • Kim Messer, IBM • Marjin Pijnenberg, IBM #OESUMMIT Proven Ideas to Jump Start Your Ally Program Sponsored by This workshop will share best practices on creating a successful program that engages allies. Executed at PepsiCo across US/Canada, including headquarters, regional, and field locations, the team created "Pledge Week," a simple, yet powerful way to educate associates on how to be an ally. The objective was to give allies an easy way to self-identify and become visible to other associates with a shared passion for creating an inclusive culture. The team took the initiative from concept to reality in a matter of months. Through extensive marketing and enthusiastic volunteers, the program generated tremendous ally awareness nationwide. The PepsiCo team will walk through the program from start to finish and show participants how to execute an event that will jump start an Ally Program. Panelists: • Cory Calvin, PepsiCo • Chris Horton, PepsiCo • Liam Gent, PepsiCo • Kim Layton, PepsiCo #OESUMMIT Setting Trends: The LGBT Consumer Sponsored by What’s the next big thing? It’s a question retailers, manufacturers and marketers ponder incessantly so they can be at the forefront of growth with the latest innovations, media and consumer groups. And when it comes to looking for trendsetters in these areas, they would be wise to take note of American lesbian, gay, bisexual and transgender (LGBT) households. The panel will share insights from Nielsen's latest LGBT Consumer report and how you leverage ERGs to drive business impact. Panelist: • Sherri Dublin, Nielsen #OESUMMIT The Walt Disney Company- A Case Study Sponsored by Join The Walt Disney Company and Out & Equal for an inside look at the partnership that produced The Equality Institute: a one-day forum to leverage best practices and leadership development in Diversity & Inclusion. This case study will feature the layered partnership Disney has built with Out & Equal as well as how the Equality Institute was developed, gained executive support, and was executed. Workshop attendees will leave with tools on developing increasingly sophisticated partnership models, an understanding of how to create a strategic business case for expanded LGBT Diversity & Inclusion at their company, and how this framework creates stronger leaders and better collaboration among key stakeholders. Panelists: • George Kalogridis, The Walt Disney Company • Rod Wingfield, The Walt Disney Company • Bernie Zanck, The Walt Disney Company • Rachel Rubin, Out & Equal Workplace Advocates #OESUMMIT Connect To activate any links in this report, please be sure to view in the Slide Show mode. Summit Photos 2015 Workplace Summit Survey Summit Program Book Follow us: #OESUMMIT Executive Forum Out & Equal’s Executive Forum is an annual two-day conference that convenes 50 out LGBT senior executives and out LGBT emerging leaders for intensive programming designed to address current workplace issues and trends, build leadership skills, strengthen business connections and develop strategies in achieving full LGBT equality and advancement in the workplace. March 23-24, 2016 The Palace Hotel, San Francisco, CA #OESUMMIT Save the Date! Out & Equal is proud to present our 18th annual Workplace Summit in Orlando, Florida! October 5-7, 2016 Orlando, FL #OESUMMIT Thank you for supporting #OESUMMIT