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Corporate Philanthropy and Social Impact: Engaging Employees, Serving Society, and Measuring Outcomes

DECEMBER 05 - 06, 2019 | NEW YORK LAW SCHOOL | NEW YORK, NY

LOCATION

Conference Location:

New York Law School
185 West Broadway (between Worth and Leonard Streets) 
New York, NY 10013 
Tel: 212-431-2100

To book a room at a hotel near New York Law School, click here.

 

Pre-Conference Location:

The Conference Board 
845 Third Avenue (Between 51st and 52nd)
New York, NY 10022
Tel: (212) 339-0345

OUR MISSION

All proceeds support The Conference Board's educational, scientific, and not-for-profit mission.

WORKSHOP SPONSOR
Changing Our World
MARKETING PARTNER
Philanthropy Delaware 2019
Philanthropy Network Greater Philadelphia
AGENDA
DECEMBER 05 - 06, 2019
NEW YORK LAW SCHOOL,NEW YORK, NY

December 04, 2019

Navigating the Many Roles of Today’s Corporate Citizenship Practitioner

Are you new to the field? Or maybe you find yourself wearing more hats than usual and/or being asked to expand your horizons to the broader CSR/ESG/sustainability realm. Either way, it’s time to take a step back and plan for what’s ahead.

 

Agenda 

1 – 5 pm

Part I: Lay of the Land

  • Setting the stage for an interactive workshop, participants will come together with their peers to explore a framework through which to make sense of the many aspects of their cross-cutting roles

Welcome & Workshop Overview

Introductions, agenda & workshop objectives

  • Citizenship, CSR, Community: What is My Job, Really?

Dive into the varied and expanding role of the corporate citizenship practitioner. Identify key internal stakeholders whose interests and support are critical to your success.

Maureen Flynn, Senior Managing Director, Changing Our World, Inc

Mandy Ryan, Managing Director, Changing Our World, Inc.

Tamara Tepper, Senior Consultant, Changing Our World, Inc.

 

Part II: Key Issues

A combination of mini-presentations and panel discussions will delve into major and emerging issues citizenship practitioners face when wearing their various “hats.” Participants will hear directly from leaders representing various business stakeholder groups. Topics include:

  • Philanthropy: Finding Balance Between Strategic Focus and Community Needs

    Carolyn C. Cavicchio, Director, Corporate Responsibility/ Vice President, S&P Global Foundation S&P Global

  • HR: Connecting Community Involvement to Recruitment, Development & Retention

    Julia Brown,
    Associate Manager Corporate Social Responsibility, Prudential Financial, Inc
    Rene’ O. Deida, Director, Corporate Social Responsibility, Prudential Financial, Inc.

  • Communications & Marketing: CSR/ESG Reporting and Authentic Leadership

    Bob Axelrod, Senior Vice President, FleishmanHillard

Part III: Tools for My Job

From targeted benchmarking data to personalized action plans, participants will leave with tools to succeed in their unique roles, along with new peer relationships to carry forward.

  • Make the Case: Citizenship Trends & Benchmarks to Demonstrate Your Value to Stakeholders

Explore key trends and data that will help make the case for the value of your work to various internal audiences.

  • Peer Learning

Come together with your peers to brainstorm around common challenges and exchange solutions and tips.

  • Defining Your Role & Goals

Leveraging the framework presented in opening sessions, participants will reflect upon their unique role and develop practical action plans to carry the day’s learnings forward when they return to their desks.

Maureen Flynn, Senior Managing Director, Changing Our World, Inc.

Mandy Ryan, Managing Director, Changing Our World, Inc.

Tamara Tepper, Senior Consultant, Changing Our World, Inc.


Who Should Attend

This Program is Designed for Executives in:

  • Corporate Philanthropy
  • Corporate Social Responsibility
  • Corporate Citizenship
  • Corporate Foundations
  • Community Affairs and Community Relations
  • Environmental, Social and Governance (ESG)
  • Board Service
  • Corporate Communications
  • Public Relations
  • Legal, Regulatory and Financial Advisory 
  • Cause Marketing

Earn Recertification Credits

CPE logo

Earn up to 4.5 CPE credits
Specialized Knowledge
Requirements: Attendees must sign-in each day for full credit. Delivery Method: Group-Live; Program Level: Intermediate, Prerequisites: Bachelor’s degree or higher, Advanced Preparation: None

HRCI

This program has been approved for 3.75 (BUSINESS) recertification credit hours toward aPHR, PHR, SPHR, PHRca, GPHR, PHRi, and SPHRi recertification through the HR Certification Institute (HRCI). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.

SHRM

This program has been pre-approved for 3.75 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

CFRE

Full participation in The 2019 Corporate Philanthropy Pre-Conference Seminar is applicable for 3.75 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

Reserve your seat today!

 

Pre-Conference Location:

The Conference Board 
845 Third Avenue (Between 51st and 52nd)
New York, NY 10022
Tel: (212) 339-0345

 

December 05 - 06, 2019

About the Conference

The big question on many executive’s minds around corporate philanthropy is how to measure it. What metrics should we be using and what outcomes should we really be aiming for? This year’s event will blend sessions addressing the “business” of corporate philanthropy at the intersection of profit and purpose, and real-life scenarios to help build and sustain a culture of civic engagement. Discussions will address criteria for decision-making as related to corporate strategy, internal and external collaborations to accelerate real change and much more!  

Session Highlights Include:

  • Ways to maximize both the effect of your philanthropic initiatives and the benefit of those initiatives to your employees and business
  • Viewing grant portfolios in a data-driven way, evaluating total cost and program efficacy
  • Social impact is not an add-on for the next generation of leaders—it is a requirement
  • Sustaining employee engagement when it comes to CSR initiatives
  • Government, tech, culture, and investment: Connecting the four quadrants of meaningful change
  • What steps companies should take to optimize programs intended to engage consumers in their work at the intersection of purpose and profit
  • Ensuring collaboration between corporations and the nonprofits they support
  • Philanthropy in action: educating refugees, working with at risk youth and serving those affected by military deaths

Who Should Attend

This Program is Designed for Executives in:

  • Corporate Philanthropy
  • Corporate Social Responsibility
  • Corporate Citizenship
  • Corporate Foundations
  • Community Affairs and Community Relations
  • Environmental, Social and Governance (ESG)
  • Board Service
  • Corporate Communications
  • Public Relations
  • Legal, Regulatory and Financial Advisory 
  • Cause Marketing

Earn Recertification Credits

CPE logo

Earn up to 12.5 CPE credits
Specialized Knowledge
Requirements: Attendees must sign-in each day for full credit. Delivery Method: Group-Live; Program Level: Intermediate, Prerequisites: Bachelor’s degree or higher, Advanced Preparation: None

HRCI

This program has been approved for 10.75 (BUSINESS) recertification credit hours toward aPHR, PHR, SPHR, PHRca, GPHR, PHRi, and SPHRi recertification through the HR Certification Institute (HRCI). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.

SHRM

This program has been pre-approved for 10.75 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

CFRE

Full participation in The 2019 Corporate Philanthropy Conference is applicable for 11.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Participation in the 2019 Corporate Philanthropy Conference may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International. CFRE International does not sponsor or endorse any educational programs and the 2019 Corporate Philanthropy Conference was not developed in conjunction with CFRE International.

 

Get Involved! If you would like to get involved in the 2019 conference, please contact us:

Penny Abeywardena, Commissioner for International Affairs, NYC Mayor’s Office

John Brothers, President, T. Rowe Price Foundation, T. Rowe Price Group, Inc.

Bonnie Carroll, President and Founder, Tragedy Assistance Program for Survivors (TAPS)

Kate Chinn, Vice President and Head of Community Relations, AllianceBernstein

Julie Clugage, Co-Founder and Executive Director, Team4Tech

Trace Cohen, Founder, B R A I V E

Denise Dahlhoff, Senior Researcher, Consumer Research, The Conference Board

Julie Davitz, Head of Impact Solutions BNP Paribas/Bank of the West, BNP Paribas

Anna-Marie DiPasquale, School Social Worker, Concord High School

Michael Duggan, Executive Director, Domus Foundation

Icema Gibbs, VP JetBlue Foundation, Director CSR, JetBlue Airways Corporation

Thomas Goggin, Assistant VP, Corporate Citizenship, Synchrony Financial

Noel Harmon, President and Executive Director, Asian Pacific Islander American Scholars, formerly, the Asian Pacific Islander American Scholarship Fund

David Hessekiel, President, Engage for Good

Jeff Hoffman, Council Program Director, The Conference Board

Maggie Hureau, Head of Social Impact, Harry's

Arlene Isaacs-Lowe, Global Head of Corporate Social Responsibility, Moody's Corporation and President, Moody's Foundation

Nicole Johnson, Executive Director, Pure Good Foundation, Pure Storage, Inc.

Kim Kerry-Tyerman, Brand Purpose, Adobe

Ashish Kharel, Gates Scholar,

Kristin Kosmides, Managing Director, Corporate Social Responsibility, Legg Mason Global

Jenny Lawson, Chief Civic Innovation Officer, Point of Light Institute

Jackie Molina, VP Enterprise Program Management, Information Technology, Synchrony Financial

Heather Nesle, President, New York Life Foundation

Jason Rahlan, Director of Social Impact & Philanthropy, Chobani

Kathleen Ryan Mufson, Director, Corporate Citizenship and Philanthropy, President, Pitney Bowes Foundation

Jason Saul, Chief Executive Officer, Mission Measurement, LLC

Ylann Schemm, Director, Elsevier Foundation

George Schott, Director, Integrated Marketing, Legg Mason Inc.

Ganesh Sharma, Gates Scholar, Gates Scholar

Colleen C. Shine, Veterans and Survivor Advocate, National League of POW/MIA Families

Eamonn Store, FairShare, Founder & CEO

Josh Thompson, Founder, Civics Unplugged

Conference Day One | Thursday, December 5, 2019

8:30 - 9:00 am
Registration and Breakfast
9:00 - 9:15 am
Welcome and Program Goals

Jeff Hoffman, Conference Chair, The Conference Board

9:15 - 10:30 am

Is your philanthropy aligned with your corporate strategy? Aligning corporate and philanthropic strategies

If your corporate strategy doesn’t align with the strategy of the nonprofit you’re supporting, both parties will lose. The same goes for culture and mission. We discuss strategic alignment, balance and diversity of portfolios, and other ways to maximize both the effect of your philanthropic initiatives and the benefit of those initiatives to your employees and business.

Jason Rahlan, Director of Social Impact & Philanthropy, Chobani

Ylann Schemm, Director, The Elsevier Foundation and Director of External Partnerships, Elsevier

Kate Chinn, Vice President and Head of Community Relations, Alliance Bernstein

Kathleen Ryan Mufson, Director, Global Corporate Citizenship & Philanthropy, President, Pitney Bowes Foundation

10:30 - 10:45 am
Break
10:45 - 11:45 am

Measure what matters. Evaluate your grant portfolio’s performance.

The Conference Board has partnered with the Impact Genome Project® (IGP) to measure the performance of corporate societal investments. TCB member companies Moody’s and T Rowe Price discuss the process they undertook to view their grant portfolio in a data-driven way, evaluating total cost, program efficacy, and more. Discussion includes:

  • Social impact leaders’ role in developing employee and organizational skills for the future
  • Recent trends with focus on businesses engaging in and facilitating social change
  • Case studies from companies that are measuring impact on both employees and beneficiaries

Discussion Leader:

Jason Saul, Chief Executive Officer, Mission Measurement

Panel:

John Brothers, President, T. Rowe Price Foundation, T. Rowe Price Charitable

Arlene Isaacs-Lowe, Global Head of Corporate Social Responsibility, Moody’s Corporation, and President, Moody’s Foundation

11:45 am - 12:45 pm

Social impact is not an add-on for the next generation of leaders—it is a requirement.

As socially conscious millennials and younger workers become a larger part of the workforce, they put more pressure on companies to be good citizens. Social impact isn’t just a corporate strategy—it’s a hiring strategy. By partnering with both internal and external stakeholders, CSR professionals can build a global, inclusive talent pipeline while engaging employees as changemakers.

Julie Clugage, Co-Founder and Executive Director, Team4Tech

Denise Dahlhoff, Ph.D., Senior Researcher, Consumer Research, The Conference Board 

Nicole Johnson, Executive Director, Pure Good Foundation, Pure Storage, Inc.

Kim Kerry-Tyerman, Brand Purpose, Adobe

12:45 - 1:45 pm
Luncheon
1:45 - 2:45 pm

Philanthropy in action: Educating refugees in Concord, NH

As tension around the immigration issue escalates, organizations would do well to look at success stories from the recent past. In the early 1990s, Concord, NH became a refugee resettlement site for families fleeing violence in their home countries. The transition has not been easy, but it has been aided by corporate philanthropy, nonprofit organizations, and local educators. They discuss aspects of immigration including:

  • Preparing refugees for college academically, socially, and emotionally
  • The ripple effect of first-generation students
  • Implications of immigrants on the local economy, the talent pool, and the future workforce
  • Ties between community resettlement and philanthropic giving

Anna Marie DiPasquale, LCSW, Be The Change Club, Concord High School

Ashish Kharel, Gates Scholar

Ganesh Sharma, Gates Scholar

Noël Harmon, President and Executive Director, Asian Pacific Islander American Scholars formerly, the Asian Pacific Islander American Scholarship Fund

2:45 - 3:30 pm

The Points of Light Civic 50: How to build and sustain a culture of civic engagement

The Civic 50, chosen under the auspices of the 30-year-old nonprofit volunteer foundation Points of Light, are companies with US operations, revenues of $1 billion-plus, and outstanding US community engagement. Points of Light leaders analyze what makes a winner, covering:

  • Investments in employee time and skills, cash, in-kind giving, and public leadership
  • Integration of philanthropic strategies into business functions
  • Supporting community engagement in the US and beyond through policies, systems, and incentives
  • Measuring social and business outputs and outcomes

Jenny Lawson, Chief Civic Innovation Officer, Points of Light Member, Points of Light Corporate Citizenship Advisory Council

3:30 - 3:45 pm
Break
3:45 - 4:30 pm

Philanthropy in action: Working with at-risk youth in Connecticut

Domus, which began in 1972 as a group home for homeless boys, now serves approximately 1,700 at-risk young people in Stamford each year. The challenges they face include poverty, homelessness, academic failure, and chronic, untreated health care issues. The organization meets its clients where they are, whether that is in elementary school, in a post-secondary school program, or in the juvenile court system. Domus leaders discuss the organization, its community partnerships, and its strategies for achieving its philanthropic mission.

Michael Duggan, Executive Director, DOMUS

Julia Wade, Director of Volunteers, DOMUS

Sarah Zupnik, VP Client Initiatives Group, Synchrony

4:30 - 5:15 pm

Deepening engagement, increasing collaboration, and building communities through volunteer initiatives

Legg Mason Global Asset Management shares its success in sustaining employee engagement when it comes to CSR initiatives. Executives give case histories from their employee volunteer initiatives, which rest on a four-pronged strategy:

  • Harness the experience and talents of employees through participation in nonprofit boards
  • Identify critical challenges in the community where employees can make a real difference
  • Support and promote bottoms-up employee-initiated programs
  • Share the company’s core expertise to build greater competence in the community

Speakers

Kristin Kosmides, Managing Director, Corporate Social Responsibility, Legg Mason Global Asset Management

George Schott, Director, Integrated Marketing, Legg Mason Global Asset Management

 

Day Two | Friday, December 6, 2019

8:30 - 9:00 am
Breakfast
9:00 - 10:15 am

Government, tech, culture, and investment: Connecting the four quadrants of meaningful change

In an increasingly interconnected world, strong relationships among partners and disciplines can accelerate forces for good. When lawmakers, institutional investors, innovators, and community organizers collaborate, they can significantly strengthen initiatives to improve society and ensure the future of a sustainable planet.

Panel Leader

Eamonn Store, Founder & CEO, FairShare

Panel

Penny Abeywardena, Commissioner for Internal Affairs, NYC Mayor’s Office

Julie Davitz, Head of Impact Solutions BNP Paribas/Bank of the West, BNP Paribas

Trace Cohen, Founder, BrAIve

Josh Thompson, Founder, Civics Unplugged

10:15 - 11:00 am

Consumer-facing corporate social initiatives

What steps should companies take to optimize programs intended to engage consumers in their work at the intersection of purpose and profit? Three leaders in the field explore steps in the process: homing in on issues, selecting partners, winning internal buy-in, and executing programs that do well by doing good.

David Hessekiel,President, Engage for Good

Maggie Hureau,Head of Social Impact, Harry’s

Icema D. Gibbs, Director, Corporate Social Responsibility, JetBlue

11:00 am - 12:00 pm

Philanthropy in action: Serving those affected by military deaths, in action and by suicide

The Tragedy Assistance Program for Survivors offers care to those grieving the loss of a military loved one. Since 1994, TAPS has assisted more than 85,000 surviving family members, casualty officers, and caregivers. In the last five years, military deaths by suicide reported to TAPS have increased by almost 40 percent. TAPS services include suicide prevention and post-suicide intervention, peer-based emotional support, community-based care, casework assistance, and a 24/7 helpline. Support is provided at no cost, and TAPS receives no government funding.

Colleen C. Shine, Veterans and Survivor Advocate, National League of POW/MIA Families

Bonnie Carroll, President and Founder, Tragedy Assistance Program for Survivors (TAPS)

Heather Nesle, President, New York Life Foundation

12:00 - 12:45 pm
Closing Address

Is it a match? Ensuring collaboration between corporations and the nonprofits they support

When internal and external partners bridge divides and operate without strategic or cultural barriers, their social impact initiatives build community. This session will explore:

  • Strong, effective policy making
  • Establishing long-term strategic relationships
  • Determining and driving collaboration where corporation and nonprofit intersect
  • Advocating for the nonprofit sector
  • Digital transformation for nonprofits

Allyson Knox, Senior Director of Education Policy, Microsoft Philanthropies

12:45 - 1:00 pm
Final Wrap-Up
Workshop sponsor
Changing Our World
Marketing Partner
Philanthropy Delaware 2019
Philanthropy Network Greater Philadelphia